1 # -*- coding: utf-8 -*-
2 ##############################################################################
4 # OpenERP, Open Source Management Solution
5 # Copyright (C) 2004-today OpenERP SA (<http://www.openerp.com>)
7 # This program is free software: you can redistribute it and/or modify
8 # it under the terms of the GNU Affero General Public License as
9 # published by the Free Software Foundation, either version 3 of the
10 # License, or (at your option) any later version.
12 # This program is distributed in the hope that it will be useful,
13 # but WITHOUT ANY WARRANTY; without even the implied warranty of
14 # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
15 # GNU Affero General Public License for more details.
17 # You should have received a copy of the GNU Affero General Public License
18 # along with this program. If not, see <http://www.gnu.org/licenses/>.
20 ##############################################################################
22 from openerp.addons.base_status.base_stage import base_stage
24 from datetime import datetime
25 from openerp.osv import fields, osv
27 from openerp import tools
28 from openerp.tools.translate import _
29 from openerp.tools import html2plaintext
31 from openerp.addons.base.res.res_partner import format_address
33 CRM_LEAD_FIELDS_TO_MERGE = ['name',
63 CRM_LEAD_PENDING_STATES = (
64 crm.AVAILABLE_STATES[2][0], # Cancelled
65 crm.AVAILABLE_STATES[3][0], # Done
66 crm.AVAILABLE_STATES[4][0], # Pending
69 class crm_lead(base_stage, format_address, osv.osv):
72 _description = "Lead/Opportunity"
73 _order = "priority,date_action,id desc"
74 _inherit = ['mail.thread', 'ir.needaction_mixin']
78 'crm.mt_lead_create': lambda self, cr, uid, obj, ctx=None: obj['state'] == 'new',
79 'crm.mt_lead_won': lambda self, cr, uid, obj, ctx=None: obj['state'] == 'done',
80 'crm.mt_lead_lost': lambda self, cr, uid, obj, ctx=None: obj['state'] == 'cancel',
83 'crm.mt_lead_stage': lambda self, cr, uid, obj, ctx=None: obj['state'] not in ['new', 'cancel', 'done'],
87 def create(self, cr, uid, vals, context=None):
90 if not vals.get('stage_id'):
92 if vals.get('section_id'):
93 ctx['default_section_id'] = vals['section_id']
95 ctx['default_type'] = vals['type']
96 vals['stage_id'] = self._get_default_stage_id(cr, uid, context=ctx)
97 return super(crm_lead, self).create(cr, uid, vals, context=context)
99 def _get_default_section_id(self, cr, uid, context=None):
100 """ Gives default section by checking if present in the context """
101 return self._resolve_section_id_from_context(cr, uid, context=context) or False
103 def _get_default_stage_id(self, cr, uid, context=None):
104 """ Gives default stage_id """
105 section_id = self._get_default_section_id(cr, uid, context=context)
106 return self.stage_find(cr, uid, [], section_id, [('state', '=', 'draft')], context=context)
108 def _resolve_section_id_from_context(self, cr, uid, context=None):
109 """ Returns ID of section based on the value of 'section_id'
110 context key, or None if it cannot be resolved to a single
115 if type(context.get('default_section_id')) in (int, long):
116 return context.get('default_section_id')
117 if isinstance(context.get('default_section_id'), basestring):
118 section_name = context['default_section_id']
119 section_ids = self.pool.get('crm.case.section').name_search(cr, uid, name=section_name, context=context)
120 if len(section_ids) == 1:
121 return int(section_ids[0][0])
124 def _resolve_type_from_context(self, cr, uid, context=None):
125 """ Returns the type (lead or opportunity) from the type context
126 key. Returns None if it cannot be resolved.
130 return context.get('default_type')
132 def _read_group_stage_ids(self, cr, uid, ids, domain, read_group_order=None, access_rights_uid=None, context=None):
133 access_rights_uid = access_rights_uid or uid
134 stage_obj = self.pool.get('crm.case.stage')
135 order = stage_obj._order
136 # lame hack to allow reverting search, should just work in the trivial case
137 if read_group_order == 'stage_id desc':
138 order = "%s desc" % order
139 # retrieve section_id from the context and write the domain
140 # - ('id', 'in', 'ids'): add columns that should be present
141 # - OR ('case_default', '=', True), ('fold', '=', False): add default columns that are not folded
142 # - OR ('section_ids', '=', section_id), ('fold', '=', False) if section_id: add section columns that are not folded
144 section_id = self._resolve_section_id_from_context(cr, uid, context=context)
146 search_domain += ['|', ('section_ids', '=', section_id)]
147 search_domain += [('id', 'in', ids)]
149 search_domain += ['|', ('id', 'in', ids), ('case_default', '=', True)]
150 # retrieve type from the context (if set: choose 'type' or 'both')
151 type = self._resolve_type_from_context(cr, uid, context=context)
153 search_domain += ['|', ('type', '=', type), ('type', '=', 'both')]
155 stage_ids = stage_obj._search(cr, uid, search_domain, order=order, access_rights_uid=access_rights_uid, context=context)
156 result = stage_obj.name_get(cr, access_rights_uid, stage_ids, context=context)
157 # restore order of the search
158 result.sort(lambda x,y: cmp(stage_ids.index(x[0]), stage_ids.index(y[0])))
161 for stage in stage_obj.browse(cr, access_rights_uid, stage_ids, context=context):
162 fold[stage.id] = stage.fold or False
165 def fields_view_get(self, cr, user, view_id=None, view_type='form', context=None, toolbar=False, submenu=False):
166 res = super(crm_lead,self).fields_view_get(cr, user, view_id, view_type, context, toolbar=toolbar, submenu=submenu)
167 if view_type == 'form':
168 res['arch'] = self.fields_view_get_address(cr, user, res['arch'], context=context)
172 'stage_id': _read_group_stage_ids
175 def _compute_day(self, cr, uid, ids, fields, args, context=None):
177 :return dict: difference between current date and log date
179 cal_obj = self.pool.get('resource.calendar')
180 res_obj = self.pool.get('resource.resource')
183 for lead in self.browse(cr, uid, ids, context=context):
188 if field == 'day_open':
190 date_create = datetime.strptime(lead.create_date, "%Y-%m-%d %H:%M:%S")
191 date_open = datetime.strptime(lead.date_open, "%Y-%m-%d %H:%M:%S")
192 ans = date_open - date_create
193 date_until = lead.date_open
194 elif field == 'day_close':
196 date_create = datetime.strptime(lead.create_date, "%Y-%m-%d %H:%M:%S")
197 date_close = datetime.strptime(lead.date_closed, "%Y-%m-%d %H:%M:%S")
198 date_until = lead.date_closed
199 ans = date_close - date_create
203 resource_ids = res_obj.search(cr, uid, [('user_id','=',lead.user_id.id)])
204 if len(resource_ids):
205 resource_id = resource_ids[0]
207 duration = float(ans.days)
208 if lead.section_id and lead.section_id.resource_calendar_id:
209 duration = float(ans.days) * 24
210 new_dates = cal_obj.interval_get(cr,
212 lead.section_id.resource_calendar_id and lead.section_id.resource_calendar_id.id or False,
213 datetime.strptime(lead.create_date, '%Y-%m-%d %H:%M:%S'),
218 date_until = datetime.strptime(date_until, '%Y-%m-%d %H:%M:%S')
219 for in_time, out_time in new_dates:
220 if in_time.date not in no_days:
221 no_days.append(in_time.date)
222 if out_time > date_until:
224 duration = len(no_days)
225 res[lead.id][field] = abs(int(duration))
228 def _history_search(self, cr, uid, obj, name, args, context=None):
230 msg_obj = self.pool.get('mail.message')
231 message_ids = msg_obj.search(cr, uid, [('email_from','!=',False), ('subject', args[0][1], args[0][2])], context=context)
232 lead_ids = self.search(cr, uid, [('message_ids', 'in', message_ids)], context=context)
235 return [('id', 'in', lead_ids)]
237 return [('id', '=', '0')]
240 'partner_id': fields.many2one('res.partner', 'Partner', ondelete='set null', track_visibility='onchange',
241 select=True, help="Linked partner (optional). Usually created when converting the lead."),
243 'id': fields.integer('ID', readonly=True),
244 'name': fields.char('Subject', size=64, required=True, select=1),
245 'active': fields.boolean('Active', required=False),
246 'date_action_last': fields.datetime('Last Action', readonly=1),
247 'date_action_next': fields.datetime('Next Action', readonly=1),
248 'email_from': fields.char('Email', size=128, help="Email address of the contact", select=1),
249 'section_id': fields.many2one('crm.case.section', 'Sales Team',
250 select=True, track_visibility='onchange', help='When sending mails, the default email address is taken from the sales team.'),
251 'create_date': fields.datetime('Creation Date' , readonly=True),
252 'email_cc': fields.text('Global CC', size=252 , help="These email addresses will be added to the CC field of all inbound and outbound emails for this record before being sent. Separate multiple email addresses with a comma"),
253 'description': fields.text('Notes'),
254 'write_date': fields.datetime('Update Date' , readonly=True),
255 'categ_ids': fields.many2many('crm.case.categ', 'crm_lead_category_rel', 'lead_id', 'category_id', 'Categories', \
256 domain="['|',('section_id','=',section_id),('section_id','=',False), ('object_id.model', '=', 'crm.lead')]"),
257 'type_id': fields.many2one('crm.case.resource.type', 'Campaign', \
258 domain="['|',('section_id','=',section_id),('section_id','=',False)]", help="From which campaign (seminar, marketing campaign, mass mailing, ...) did this contact come from?"),
259 'channel_id': fields.many2one('crm.case.channel', 'Channel', help="Communication channel (mail, direct, phone, ...)"),
260 'contact_name': fields.char('Contact Name', size=64),
261 'partner_name': fields.char("Customer Name", size=64,help='The name of the future partner company that will be created while converting the lead into opportunity', select=1),
262 'opt_out': fields.boolean('Opt-Out', oldname='optout',
263 help="If opt-out is checked, this contact has refused to receive emails for mass mailing and marketing campaign. "
264 "Filter 'Available for Mass Mailing' allows users to filter the leads when performing mass mailing."),
265 'type':fields.selection([ ('lead','Lead'), ('opportunity','Opportunity'), ],'Type', help="Type is used to separate Leads and Opportunities"),
266 'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority', select=True),
267 'date_closed': fields.datetime('Closed', readonly=True),
268 'stage_id': fields.many2one('crm.case.stage', 'Stage', track_visibility='onchange',
269 domain="['&', '&', ('fold', '=', False), ('section_ids', '=', section_id), '|', ('type', '=', type), ('type', '=', 'both')]"),
270 'user_id': fields.many2one('res.users', 'Salesperson', select=True, track_visibility='onchange'),
271 'referred': fields.char('Referred By', size=64),
272 'date_open': fields.datetime('Opened', readonly=True),
273 'day_open': fields.function(_compute_day, string='Days to Open', \
274 multi='day_open', type="float", store=True),
275 'day_close': fields.function(_compute_day, string='Days to Close', \
276 multi='day_close', type="float", store=True),
277 'state': fields.related('stage_id', 'state', type="selection", store=True,
278 selection=crm.AVAILABLE_STATES, string="Status", readonly=True,
279 help='The Status is set to \'Draft\', when a case is created. If the case is in progress the Status is set to \'Open\'. When the case is over, the Status is set to \'Done\'. If the case needs to be reviewed then the Status is set to \'Pending\'.'),
281 # Only used for type opportunity
282 'probability': fields.float('Success Rate (%)',group_operator="avg"),
283 'planned_revenue': fields.float('Expected Revenue', track_visibility='always'),
284 'ref': fields.reference('Reference', selection=crm._links_get, size=128),
285 'ref2': fields.reference('Reference 2', selection=crm._links_get, size=128),
286 'phone': fields.char("Phone", size=64),
287 'date_deadline': fields.date('Expected Closing', help="Estimate of the date on which the opportunity will be won."),
288 'date_action': fields.date('Next Action Date', select=True),
289 'title_action': fields.char('Next Action', size=64),
290 'color': fields.integer('Color Index'),
291 'partner_address_name': fields.related('partner_id', 'name', type='char', string='Partner Contact Name', readonly=True),
292 'partner_address_email': fields.related('partner_id', 'email', type='char', string='Partner Contact Email', readonly=True),
293 'company_currency': fields.related('company_id', 'currency_id', type='many2one', string='Currency', readonly=True, relation="res.currency"),
294 'user_email': fields.related('user_id', 'email', type='char', string='User Email', readonly=True),
295 'user_login': fields.related('user_id', 'login', type='char', string='User Login', readonly=True),
297 # Fields for address, due to separation from crm and res.partner
298 'street': fields.char('Street', size=128),
299 'street2': fields.char('Street2', size=128),
300 'zip': fields.char('Zip', change_default=True, size=24),
301 'city': fields.char('City', size=128),
302 'state_id': fields.many2one("res.country.state", 'State'),
303 'country_id': fields.many2one('res.country', 'Country'),
304 'phone': fields.char('Phone', size=64),
305 'fax': fields.char('Fax', size=64),
306 'mobile': fields.char('Mobile', size=64),
307 'function': fields.char('Function', size=128),
308 'title': fields.many2one('res.partner.title', 'Title'),
309 'company_id': fields.many2one('res.company', 'Company', select=1),
310 'payment_mode': fields.many2one('crm.payment.mode', 'Payment Mode', \
311 domain="[('section_id','=',section_id)]"),
312 'planned_cost': fields.float('Planned Costs'),
318 'user_id': lambda s, cr, uid, c: s._get_default_user(cr, uid, c),
319 'email_from': lambda s, cr, uid, c: s._get_default_email(cr, uid, c),
320 'stage_id': lambda s, cr, uid, c: s._get_default_stage_id(cr, uid, c),
321 'section_id': lambda s, cr, uid, c: s._get_default_section_id(cr, uid, c),
322 'company_id': lambda s, cr, uid, c: s.pool.get('res.company')._company_default_get(cr, uid, 'crm.lead', context=c),
323 'priority': lambda *a: crm.AVAILABLE_PRIORITIES[2][0],
328 ('check_probability', 'check(probability >= 0 and probability <= 100)', 'The probability of closing the deal should be between 0% and 100%!')
331 def onchange_stage_id(self, cr, uid, ids, stage_id, context=None):
334 stage = self.pool.get('crm.case.stage').browse(cr, uid, stage_id, context)
335 if not stage.on_change:
337 return {'value':{'probability': stage.probability}}
339 def on_change_partner(self, cr, uid, ids, partner_id, context=None):
343 partner = self.pool.get('res.partner').browse(cr, uid, partner_id, context=context)
345 'partner_name' : partner.name,
346 'street' : partner.street,
347 'street2' : partner.street2,
348 'city' : partner.city,
349 'state_id' : partner.state_id and partner.state_id.id or False,
350 'country_id' : partner.country_id and partner.country_id.id or False,
351 'email_from' : partner.email,
352 'phone' : partner.phone,
353 'mobile' : partner.mobile,
356 return {'value' : values}
358 def _check(self, cr, uid, ids=False, context=None):
359 """ Override of the base.stage method.
360 Function called by the scheduler to process cases for date actions
361 Only works on not done and cancelled cases
363 cr.execute('select * from crm_case \
364 where (date_action_last<%s or date_action_last is null) \
365 and (date_action_next<=%s or date_action_next is null) \
366 and state not in (\'cancel\',\'done\')',
367 (time.strftime("%Y-%m-%d %H:%M:%S"),
368 time.strftime('%Y-%m-%d %H:%M:%S')))
370 ids2 = map(lambda x: x[0], cr.fetchall() or [])
371 cases = self.browse(cr, uid, ids2, context=context)
372 return self._action(cr, uid, cases, False, context=context)
374 def stage_find(self, cr, uid, cases, section_id, domain=None, order='sequence', context=None):
375 """ Override of the base.stage method
376 Parameter of the stage search taken from the lead:
377 - type: stage type must be the same or 'both'
378 - section_id: if set, stages must belong to this section or
379 be a default stage; if not set, stages must be default
382 if isinstance(cases, (int, long)):
383 cases = self.browse(cr, uid, cases, context=context)
384 # collect all section_ids
388 type = context.get('default_type')
391 section_ids.append(section_id)
394 section_ids.append(lead.section_id.id)
395 if lead.type not in types:
396 types.append(lead.type)
397 # OR all section_ids and OR with case_default
400 search_domain += [('|')] * len(section_ids)
401 for section_id in section_ids:
402 search_domain.append(('section_ids', '=', section_id))
404 search_domain.append(('case_default', '=', True))
405 # AND with cases types
406 search_domain.append(('type', 'in', types))
407 # AND with the domain in parameter
408 search_domain += list(domain)
409 # perform search, return the first found
410 stage_ids = self.pool.get('crm.case.stage').search(cr, uid, search_domain, order=order, context=context)
415 def case_cancel(self, cr, uid, ids, context=None):
416 """ Overrides case_cancel from base_stage to set probability """
417 res = super(crm_lead, self).case_cancel(cr, uid, ids, context=context)
418 self.write(cr, uid, ids, {'probability' : 0.0}, context=context)
421 def case_reset(self, cr, uid, ids, context=None):
422 """ Overrides case_reset from base_stage to set probability """
423 res = super(crm_lead, self).case_reset(cr, uid, ids, context=context)
424 self.write(cr, uid, ids, {'probability': 0.0}, context=context)
427 def case_mark_lost(self, cr, uid, ids, context=None):
428 """ Mark the case as lost: state=cancel and probability=0 """
429 for lead in self.browse(cr, uid, ids):
430 stage_id = self.stage_find(cr, uid, [lead], lead.section_id.id or False, [('probability', '=', 0.0),('on_change','=',True)], context=context)
432 self.case_set(cr, uid, [lead.id], values_to_update={'probability': 0.0}, new_stage_id=stage_id, context=context)
435 def case_mark_won(self, cr, uid, ids, context=None):
436 """ Mark the case as won: state=done and probability=100 """
437 for lead in self.browse(cr, uid, ids):
438 stage_id = self.stage_find(cr, uid, [lead], lead.section_id.id or False, [('probability', '=', 100.0),('on_change','=',True)], context=context)
440 self.case_set(cr, uid, [lead.id], values_to_update={'probability': 100.0}, new_stage_id=stage_id, context=context)
443 def set_priority(self, cr, uid, ids, priority):
444 """ Set lead priority
446 return self.write(cr, uid, ids, {'priority' : priority})
448 def set_high_priority(self, cr, uid, ids, context=None):
449 """ Set lead priority to high
451 return self.set_priority(cr, uid, ids, '1')
453 def set_normal_priority(self, cr, uid, ids, context=None):
454 """ Set lead priority to normal
456 return self.set_priority(cr, uid, ids, '3')
458 def _merge_get_result_type(self, cr, uid, opps, context=None):
460 Define the type of the result of the merge. If at least one of the
461 element to merge is an opp, the resulting new element will be an opp.
462 Otherwise it will be a lead.
464 We'll directly use a list of browse records instead of a list of ids
465 for performances' sake: it will spare a second browse of the
468 :param list opps: list of browse records containing the leads/opps to process
469 :return string type: the type of the final element
472 if (opp.type == 'opportunity'):
477 def _merge_data(self, cr, uid, ids, oldest, fields, context=None):
479 Prepare lead/opp data into a dictionary for merging. Different types
480 of fields are processed in different ways:
481 - text: all the values are concatenated
482 - m2m and o2m: those fields aren't processed
483 - m2o: the first not null value prevails (the other are dropped)
484 - any other type of field: same as m2o
486 :param list ids: list of ids of the leads to process
487 :param list fields: list of leads' fields to process
488 :return dict data: contains the merged values
490 opportunities = self.browse(cr, uid, ids, context=context)
492 def _get_first_not_null(attr):
493 for opp in opportunities:
494 if hasattr(opp, attr) and bool(getattr(opp, attr)):
495 return getattr(opp, attr)
498 def _get_first_not_null_id(attr):
499 res = _get_first_not_null(attr)
500 return res and res.id or False
502 def _concat_all(attr):
503 return '\n\n'.join(filter(lambda x: x, [getattr(opp, attr) or '' for opp in opportunities if hasattr(opp, attr)]))
505 # Process the fields' values
507 for field_name in fields:
508 field_info = self._all_columns.get(field_name)
509 if field_info is None:
511 field = field_info.column
512 if field._type in ('many2many', 'one2many'):
514 elif field._type == 'many2one':
515 data[field_name] = _get_first_not_null_id(field_name) # !!
516 elif field._type == 'text':
517 data[field_name] = _concat_all(field_name) #not lost
519 data[field_name] = _get_first_not_null(field_name) #not lost
521 # Define the resulting type ('lead' or 'opportunity')
522 data['type'] = self._merge_get_result_type(cr, uid, opportunities, context)
525 def _mail_body(self, cr, uid, lead, fields, title=False, context=None):
528 body.append("%s\n" % (title))
530 for field_name in fields:
531 field_info = self._all_columns.get(field_name)
532 if field_info is None:
534 field = field_info.column
537 if field._type == 'selection':
538 if hasattr(field.selection, '__call__'):
539 key = field.selection(self, cr, uid, context=context)
541 key = field.selection
542 value = dict(key).get(lead[field_name], lead[field_name])
543 elif field._type == 'many2one':
545 value = lead[field_name].name_get()[0][1]
546 elif field._type == 'many2many':
548 for val in lead[field_name]:
549 field_value = val.name_get()[0][1]
550 value += field_value + ","
552 value = lead[field_name]
554 body.append("%s: %s" % (field.string, value or ''))
555 return "<br/>".join(body + ['<br/>'])
557 def _merge_notify(self, cr, uid, opportunity_id, opportunities, context=None):
559 Create a message gathering merged leads/opps information.
561 #TOFIX: mail template should be used instead of fix body, subject text
563 result_type = self._merge_get_result_type(cr, uid, opportunities, context)
564 if result_type == 'lead':
565 merge_message = _('Merged leads')
567 merge_message = _('Merged opportunities')
568 subject = [merge_message]
569 for opportunity in opportunities:
570 subject.append(opportunity.name)
571 title = "%s : %s" % (opportunity.type == 'opportunity' and _('Merged opportunity') or _('Merged lead'), opportunity.name)
572 fields = list(CRM_LEAD_FIELDS_TO_MERGE)
573 details.append(self._mail_body(cr, uid, opportunity, fields, title=title, context=context))
575 # Chatter message's subject
576 subject = subject[0] + ": " + ", ".join(subject[1:])
577 details = "\n\n".join(details)
578 return self.message_post(cr, uid, [opportunity_id], body=details, subject=subject, context=context)
580 def _merge_opportunity_history(self, cr, uid, opportunity_id, opportunities, context=None):
581 message = self.pool.get('mail.message')
582 for opportunity in opportunities:
583 for history in opportunity.message_ids:
584 message.write(cr, uid, history.id, {
585 'res_id': opportunity_id,
586 'subject' : _("From %s : %s") % (opportunity.name, history.subject)
591 def _merge_opportunity_attachments(self, cr, uid, opportunity_id, opportunities, context=None):
592 attach_obj = self.pool.get('ir.attachment')
594 # return attachments of opportunity
595 def _get_attachments(opportunity_id):
596 attachment_ids = attach_obj.search(cr, uid, [('res_model', '=', self._name), ('res_id', '=', opportunity_id)], context=context)
597 return attach_obj.browse(cr, uid, attachment_ids, context=context)
599 first_attachments = _get_attachments(opportunity_id)
600 #counter of all attachments to move. Used to make sure the name is different for all attachments
602 for opportunity in opportunities:
603 attachments = _get_attachments(opportunity.id)
604 for attachment in attachments:
605 values = {'res_id': opportunity_id,}
606 for attachment_in_first in first_attachments:
607 if attachment.name == attachment_in_first.name:
608 name = "%s (%s)" % (attachment.name, count,),
610 attachment.write(values)
613 def merge_opportunity(self, cr, uid, ids, context=None):
615 Different cases of merge:
616 - merge leads together = 1 new lead
617 - merge at least 1 opp with anything else (lead or opp) = 1 new opp
619 :param list ids: leads/opportunities ids to merge
620 :return int id: id of the resulting lead/opp
626 raise osv.except_osv(_('Warning!'), _('Please select more than one element (lead or opportunity) from the list view.'))
628 opportunities = self.browse(cr, uid, ids, context=context)
630 for opportunity in opportunities:
631 if opportunity.stage_id and opportunity.stage_id.state != 'cancel':
632 sequenced_opps.append((opportunity.stage_id.sequence, opportunity))
634 sequenced_opps.append((-1, opportunity))
635 sequenced_opps.sort(key=lambda tup: tup[0], reverse=True)
636 opportunities = [opportunity for sequence, opportunity in sequenced_opps]
637 ids = [opportunity.id for opportunity in opportunities]
638 highest = opportunities[0]
639 opportunities_rest = opportunities[1:]
641 tail_opportunities = opportunities_rest
643 fields = list(CRM_LEAD_FIELDS_TO_MERGE)
644 merged_data = self._merge_data(cr, uid, ids, highest, fields, context=context)
646 # Merge messages and attachements into the first opportunity
647 self._merge_opportunity_history(cr, uid, highest.id, tail_opportunities, context=context)
648 self._merge_opportunity_attachments(cr, uid, highest.id, tail_opportunities, context=context)
650 # Merge notifications about loss of information
651 opportunities = [highest]
652 opportunities.extend(opportunities_rest)
653 self._merge_notify(cr, uid, highest, opportunities, context=context)
654 # Check if the stage is in the stages of the sales team. If not, assign the stage with the lowest sequence
655 if merged_data.get('type') == 'opportunity' and merged_data.get('section_id'):
656 section_stages = self.pool.get('crm.case.section').read(cr, uid, merged_data['section_id'], ['stage_ids'], context=context)
657 if merged_data.get('stage_id') not in section_stages['stage_ids']:
658 stages_sequences = self.pool.get('crm.case.stage').search(cr, uid, [('id','in',section_stages['stage_ids'])], order='sequence', limit=1, context=context)
659 merged_data['stage_id'] = stages_sequences and stages_sequences[0] or False
660 # Write merged data into first opportunity
661 self.write(cr, uid, [highest.id], merged_data, context=context)
662 # Delete tail opportunities
663 self.unlink(cr, uid, [x.id for x in tail_opportunities], context=context)
667 def _convert_opportunity_data(self, cr, uid, lead, customer, section_id=False, context=None):
668 crm_stage = self.pool.get('crm.case.stage')
671 contact_id = self.pool.get('res.partner').address_get(cr, uid, [customer.id])['default']
673 section_id = lead.section_id and lead.section_id.id or False
675 'planned_revenue': lead.planned_revenue,
676 'probability': lead.probability,
678 'partner_id': customer and customer.id or False,
679 'user_id': (lead.user_id and lead.user_id.id),
680 'type': 'opportunity',
681 'date_action': fields.datetime.now(),
682 'date_open': fields.datetime.now(),
683 'email_from': customer and customer.email or lead.email_from,
684 'phone': customer and customer.phone or lead.phone,
686 if not lead.stage_id or lead.stage_id.type=='lead':
687 val['stage_id'] = self.stage_find(cr, uid, [lead], section_id, [('state', '=', 'draft'),('type', 'in', ('opportunity','both'))], context=context)
690 def convert_opportunity(self, cr, uid, ids, partner_id, user_ids=False, section_id=False, context=None):
693 partner = self.pool.get('res.partner')
694 customer = partner.browse(cr, uid, partner_id, context=context)
695 for lead in self.browse(cr, uid, ids, context=context):
696 if lead.state in ('done', 'cancel'):
698 vals = self._convert_opportunity_data(cr, uid, lead, customer, section_id, context=context)
699 self.write(cr, uid, [lead.id], vals, context=context)
700 self.message_post(cr, uid, ids, body=_("Lead <b>converted into an Opportunity</b>"), subtype="crm.mt_lead_convert_to_opportunity", context=context)
702 if user_ids or section_id:
703 self.allocate_salesman(cr, uid, ids, user_ids, section_id, context=context)
707 def _lead_create_contact(self, cr, uid, lead, name, is_company, parent_id=False, context=None):
708 partner = self.pool.get('res.partner')
709 vals = {'name': name,
710 'user_id': lead.user_id.id,
711 'comment': lead.description,
712 'section_id': lead.section_id.id or False,
713 'parent_id': parent_id,
715 'mobile': lead.mobile,
716 'email': tools.email_split(lead.email_from) and tools.email_split(lead.email_from)[0] or False,
718 'title': lead.title and lead.title.id or False,
719 'function': lead.function,
720 'street': lead.street,
721 'street2': lead.street2,
724 'country_id': lead.country_id and lead.country_id.id or False,
725 'state_id': lead.state_id and lead.state_id.id or False,
726 'is_company': is_company,
729 partner = partner.create(cr, uid, vals, context=context)
732 def _create_lead_partner(self, cr, uid, lead, context=None):
734 if lead.partner_name and lead.contact_name:
735 partner_id = self._lead_create_contact(cr, uid, lead, lead.partner_name, True, context=context)
736 partner_id = self._lead_create_contact(cr, uid, lead, lead.contact_name, False, partner_id, context=context)
737 elif lead.partner_name and not lead.contact_name:
738 partner_id = self._lead_create_contact(cr, uid, lead, lead.partner_name, True, context=context)
739 elif not lead.partner_name and lead.contact_name:
740 partner_id = self._lead_create_contact(cr, uid, lead, lead.contact_name, False, context=context)
741 elif lead.email_from and self.pool.get('res.partner')._parse_partner_name(lead.email_from, context=context)[0]:
742 contact_name = self.pool.get('res.partner')._parse_partner_name(lead.email_from, context=context)[0]
743 partner_id = self._lead_create_contact(cr, uid, lead, contact_name, False, context=context)
745 raise osv.except_osv(
747 _('No customer name defined. Please fill one of the following fields: Company Name, Contact Name or Email ("Name <email@address>")')
751 def _lead_set_partner(self, cr, uid, lead, partner_id, context=None):
753 Assign a partner to a lead.
755 :param object lead: browse record of the lead to process
756 :param int partner_id: identifier of the partner to assign
757 :return bool: True if the partner has properly been assigned
760 res_partner = self.pool.get('res.partner')
762 res_partner.write(cr, uid, partner_id, {'section_id': lead.section_id and lead.section_id.id or False})
763 contact_id = res_partner.address_get(cr, uid, [partner_id])['default']
764 res = lead.write({'partner_id': partner_id}, context=context)
765 message = _("<b>Partner</b> set to <em>%s</em>." % (lead.partner_id.name))
766 self.message_post(cr, uid, [lead.id], body=message, context=context)
769 def handle_partner_assignation(self, cr, uid, ids, action='create', partner_id=False, context=None):
771 Handle partner assignation during a lead conversion.
772 if action is 'create', create new partner with contact and assign lead to new partner_id.
773 otherwise assign lead to the specified partner_id
775 :param list ids: leads/opportunities ids to process
776 :param string action: what has to be done regarding partners (create it, assign an existing one, or nothing)
777 :param int partner_id: partner to assign if any
778 :return dict: dictionary organized as followed: {lead_id: partner_assigned_id}
780 #TODO this is a duplication of the handle_partner_assignation method of crm_phonecall
782 # If a partner_id is given, force this partner for all elements
783 force_partner_id = partner_id
784 for lead in self.browse(cr, uid, ids, context=context):
785 # If the action is set to 'create' and no partner_id is set, create a new one
786 if action == 'create':
787 partner_id = force_partner_id or self._create_lead_partner(cr, uid, lead, context)
788 self._lead_set_partner(cr, uid, lead, partner_id, context=context)
789 partner_ids[lead.id] = partner_id
792 def allocate_salesman(self, cr, uid, ids, user_ids=None, team_id=False, context=None):
794 Assign salesmen and salesteam to a batch of leads. If there are more
795 leads than salesmen, these salesmen will be assigned in round-robin.
796 E.g.: 4 salesmen (S1, S2, S3, S4) for 6 leads (L1, L2, ... L6). They
797 will be assigned as followed: L1 - S1, L2 - S2, L3 - S3, L4 - S4,
800 :param list ids: leads/opportunities ids to process
801 :param list user_ids: salesmen to assign
802 :param int team_id: salesteam to assign
810 value['section_id'] = team_id
812 value['user_id'] = user_ids[index]
813 # Cycle through user_ids
814 index = (index + 1) % len(user_ids)
816 self.write(cr, uid, [lead_id], value, context=context)
819 def schedule_phonecall(self, cr, uid, ids, schedule_time, call_summary, desc, phone, contact_name, user_id=False, section_id=False, categ_id=False, action='schedule', context=None):
821 :param string action: ('schedule','Schedule a call'), ('log','Log a call')
823 phonecall = self.pool.get('crm.phonecall')
824 model_data = self.pool.get('ir.model.data')
827 res_id = model_data._get_id(cr, uid, 'crm', 'categ_phone2')
829 categ_id = model_data.browse(cr, uid, res_id, context=context).res_id
830 for lead in self.browse(cr, uid, ids, context=context):
832 section_id = lead.section_id and lead.section_id.id or False
834 user_id = lead.user_id and lead.user_id.id or False
836 'name': call_summary,
837 'opportunity_id': lead.id,
838 'user_id': user_id or False,
839 'categ_id': categ_id or False,
840 'description': desc or '',
841 'date': schedule_time,
842 'section_id': section_id or False,
843 'partner_id': lead.partner_id and lead.partner_id.id or False,
844 'partner_phone': phone or lead.phone or (lead.partner_id and lead.partner_id.phone or False),
845 'partner_mobile': lead.partner_id and lead.partner_id.mobile or False,
846 'priority': lead.priority,
848 new_id = phonecall.create(cr, uid, vals, context=context)
849 phonecall.case_open(cr, uid, [new_id], context=context)
851 phonecall.case_close(cr, uid, [new_id], context=context)
852 phonecall_dict[lead.id] = new_id
853 self.schedule_phonecall_send_note(cr, uid, [lead.id], new_id, action, context=context)
854 return phonecall_dict
856 def redirect_opportunity_view(self, cr, uid, opportunity_id, context=None):
857 models_data = self.pool.get('ir.model.data')
859 # Get opportunity views
860 dummy, form_view = models_data.get_object_reference(cr, uid, 'crm', 'crm_case_form_view_oppor')
861 dummy, tree_view = models_data.get_object_reference(cr, uid, 'crm', 'crm_case_tree_view_oppor')
863 'name': _('Opportunity'),
865 'view_mode': 'tree, form',
866 'res_model': 'crm.lead',
867 'domain': [('type', '=', 'opportunity')],
868 'res_id': int(opportunity_id),
870 'views': [(form_view or False, 'form'),
871 (tree_view or False, 'tree'),
872 (False, 'calendar'), (False, 'graph')],
873 'type': 'ir.actions.act_window',
876 def redirect_lead_view(self, cr, uid, lead_id, context=None):
877 models_data = self.pool.get('ir.model.data')
880 dummy, form_view = models_data.get_object_reference(cr, uid, 'crm', 'crm_case_form_view_leads')
881 dummy, tree_view = models_data.get_object_reference(cr, uid, 'crm', 'crm_case_tree_view_leads')
885 'view_mode': 'tree, form',
886 'res_model': 'crm.lead',
887 'domain': [('type', '=', 'lead')],
888 'res_id': int(lead_id),
890 'views': [(form_view or False, 'form'),
891 (tree_view or False, 'tree'),
892 (False, 'calendar'), (False, 'graph')],
893 'type': 'ir.actions.act_window',
896 def action_makeMeeting(self, cr, uid, ids, context=None):
898 Open meeting's calendar view to schedule meeting on current opportunity.
899 :return dict: dictionary value for created Meeting view
901 opportunity = self.browse(cr, uid, ids[0], context)
902 res = self.pool.get('ir.actions.act_window').for_xml_id(cr, uid, 'base_calendar', 'action_crm_meeting', context)
904 'default_opportunity_id': opportunity.id,
905 'default_partner_id': opportunity.partner_id and opportunity.partner_id.id or False,
906 'default_partner_ids' : opportunity.partner_id and [opportunity.partner_id.id] or False,
907 'default_user_id': uid,
908 'default_section_id': opportunity.section_id and opportunity.section_id.id or False,
909 'default_email_from': opportunity.email_from,
910 'default_name': opportunity.name,
914 def write(self, cr, uid, ids, vals, context=None):
915 if vals.get('stage_id') and not vals.get('probability'):
916 # change probability of lead(s) if required by stage
917 stage = self.pool.get('crm.case.stage').browse(cr, uid, vals['stage_id'], context=context)
919 vals['probability'] = stage.probability
920 return super(crm_lead, self).write(cr, uid, ids, vals, context=context)
922 def new_mail_send(self, cr, uid, ids, context=None):
924 This function opens a window to compose an email, with the edi sale template message loaded by default
926 assert len(ids) == 1, 'This option should only be used for a single id at a time.'
927 ir_model_data = self.pool.get('ir.model.data')
929 template_id = ir_model_data.get_object_reference(cr, uid, 'crm', 'email_template_opportunity_mail')[1]
933 compose_form_id = ir_model_data.get_object_reference(cr, uid, 'mail', 'email_compose_message_wizard_form')[1]
935 compose_form_id = False
940 'default_model': 'crm.lead',
941 'default_res_id': ids[0],
942 'default_use_template': bool(template_id),
943 'default_template_id': template_id,
944 'default_composition_mode': 'comment',
947 'name': _('Compose Email'),
948 'type': 'ir.actions.act_window',
951 'res_model': 'mail.compose.message',
952 'views': [(compose_form_id, 'form')],
953 'view_id': compose_form_id,
958 # ----------------------------------------
960 # ----------------------------------------
962 def message_get_reply_to(self, cr, uid, ids, context=None):
963 """ Override to get the reply_to of the parent project. """
964 return [lead.section_id.message_get_reply_to()[0] if lead.section_id else False
965 for lead in self.browse(cr, uid, ids, context=context)]
967 def message_get_suggested_recipients(self, cr, uid, ids, context=None):
968 recipients = super(crm_lead, self).message_get_suggested_recipients(cr, uid, ids, context=context)
969 for lead in self.browse(cr, uid, ids, context=context):
971 self._message_add_suggested_recipient(cr, uid, recipients, lead, partner=lead.partner_id, reason=_('Customer'))
972 elif lead.email_from:
973 self._message_add_suggested_recipient(cr, uid, recipients, lead, email=lead.email_from, reason=_('Customer Email'))
976 def message_new(self, cr, uid, msg, custom_values=None, context=None):
977 """ Overrides mail_thread message_new that is called by the mailgateway
978 through message_process.
979 This override updates the document according to the email.
981 if custom_values is None:
983 desc = html2plaintext(msg.get('body')) if msg.get('body') else ''
985 'name': msg.get('subject') or _("No Subject"),
987 'email_from': msg.get('from'),
988 'email_cc': msg.get('cc'),
989 'partner_id': msg.get('author_id', False),
992 if msg.get('author_id'):
993 defaults.update(self.on_change_partner(cr, uid, None, msg.get('author_id'), context=context)['value'])
994 if msg.get('priority') in dict(crm.AVAILABLE_PRIORITIES):
995 defaults['priority'] = msg.get('priority')
996 defaults.update(custom_values)
997 return super(crm_lead, self).message_new(cr, uid, msg, custom_values=defaults, context=context)
999 def message_update(self, cr, uid, ids, msg, update_vals=None, context=None):
1000 """ Overrides mail_thread message_update that is called by the mailgateway
1001 through message_process.
1002 This method updates the document according to the email.
1004 if isinstance(ids, (str, int, long)):
1006 if update_vals is None: update_vals = {}
1008 if msg.get('priority') in dict(crm.AVAILABLE_PRIORITIES):
1009 update_vals['priority'] = msg.get('priority')
1011 'cost':'planned_cost',
1012 'revenue': 'planned_revenue',
1013 'probability':'probability',
1015 for line in msg.get('body', '').split('\n'):
1017 res = tools.command_re.match(line)
1018 if res and maps.get(res.group(1).lower()):
1019 key = maps.get(res.group(1).lower())
1020 update_vals[key] = res.group(2).lower()
1022 return super(crm_lead, self).message_update(cr, uid, ids, msg, update_vals=update_vals, context=context)
1024 # ----------------------------------------
1025 # OpenChatter methods and notifications
1026 # ----------------------------------------
1028 def schedule_phonecall_send_note(self, cr, uid, ids, phonecall_id, action, context=None):
1029 phonecall = self.pool.get('crm.phonecall').browse(cr, uid, [phonecall_id], context=context)[0]
1033 prefix = 'Scheduled'
1034 suffix = ' %s' % phonecall.description
1035 message = _("%s a call for %s.%s") % (prefix, phonecall.date, suffix)
1036 return self.message_post(cr, uid, ids, body=message, context=context)
1038 def onchange_state(self, cr, uid, ids, state_id, context=None):
1040 country_id=self.pool.get('res.country.state').browse(cr, uid, state_id, context).country_id.id
1041 return {'value':{'country_id':country_id}}
1044 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: