from crm import crm_case
import binascii
import tools
-
+from mail.mail_message import to_email
CRM_LEAD_PENDING_STATES = (
crm.AVAILABLE_STATES[2][0], # Cancelled
""" CRM Lead Case """
_name = "crm.lead"
_description = "Lead/Opportunity"
- _order = "date_action, priority, id desc"
- _inherit = ['mailgate.thread','res.partner.address']
+ _order = "priority,date_action,id desc"
+ _inherit = ['ir.needaction_mixin', 'mail.thread','res.partner']
+
+ def _read_group_stage_ids(self, cr, uid, ids, domain, read_group_order=None, access_rights_uid=None, context=None):
+ access_rights_uid = access_rights_uid or uid
+ stage_obj = self.pool.get('crm.case.stage')
+ order = stage_obj._order
+ if read_group_order == 'stage_id desc':
+ # lame hack to allow reverting search, should just work in the trivial case
+ order = "%s desc" % order
+ stage_ids = stage_obj._search(cr, uid, ['|', ('id','in',ids),('case_default','=',1)], order=order,
+ access_rights_uid=access_rights_uid, context=context)
+ result = stage_obj.name_get(cr, access_rights_uid, stage_ids, context=context)
+ # restore order of the search
+ result.sort(lambda x,y: cmp(stage_ids.index(x[0]), stage_ids.index(y[0])))
+ return result
+
+ _group_by_full = {
+ 'stage_id': _read_group_stage_ids
+ }
+
def _compute_day(self, cr, uid, ids, fields, args, context=None):
"""
@param cr: the current row, from the database cursor,
def _history_search(self, cr, uid, obj, name, args, context=None):
res = []
- msg_obj = self.pool.get('mailgate.message')
- message_ids = msg_obj.search(cr, uid, [('history','=',True), ('name', args[0][1], args[0][2])], context=context)
+ msg_obj = self.pool.get('mail.message')
+ message_ids = msg_obj.search(cr, uid, [('email_from','!=',False), ('subject', args[0][1], args[0][2])], context=context)
lead_ids = self.search(cr, uid, [('message_ids', 'in', message_ids)], context=context)
if lead_ids:
for obj in self.browse(cr, uid, ids, context=context):
res[obj.id] = ''
for msg in obj.message_ids:
- if msg.history:
- res[obj.id] = msg.name
+ if msg.email_from:
+ res[obj.id] = msg.subject
break
return res
_columns = {
- # Overridden from res.partner.address:
'partner_id': fields.many2one('res.partner', 'Partner', ondelete='set null',
select=True, help="Optional linked partner, usually after conversion of the lead"),
- # From crm.case
- 'id': fields.integer('ID'),
- 'name': fields.char('Name', size=64),
+ 'id': fields.integer('ID', readonly=True),
+ 'name': fields.char('Name', size=64, select=1),
'active': fields.boolean('Active', required=False),
'date_action_last': fields.datetime('Last Action', readonly=1),
'date_action_next': fields.datetime('Next Action', readonly=1),
- 'email_from': fields.char('Email', size=128, help="E-mail address of the contact"),
+ 'email_from': fields.char('Email', size=128, help="E-mail address of the contact", select=1),
'section_id': fields.many2one('crm.case.section', 'Sales Team', \
- select=True, help='Sales team to which this case belongs to. Defines responsible user and e-mail address for the mail gateway.'),
+ select=True, help='When sending mails, the default email address is taken from the sales team.'),
'create_date': fields.datetime('Creation Date' , readonly=True),
'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"),
'description': fields.text('Notes'),
'write_date': fields.datetime('Update Date' , readonly=True),
- # Lead fields
'categ_id': fields.many2one('crm.case.categ', 'Category', \
domain="['|',('section_id','=',section_id),('section_id','=',False), ('object_id.model', '=', 'crm.lead')]"),
'type_id': fields.many2one('crm.case.resource.type', 'Campaign', \
- domain="['|',('section_id','=',section_id),('section_id','=',False)]",help="From which Campaign (Seminar, Marketing Campaign, Mass mailing, ...) did this contact come from ?"),
- 'channel_id': fields.many2one('res.partner.canal', 'Channel',help="From which channel (mail, direct, phone, ...) did this contact reach you ?"),
-
+ domain="['|',('section_id','=',section_id),('section_id','=',False)]", help="From which campaign (seminar, marketing campaign, mass mailing, ...) did this contact come from?"),
+ 'channel_id': fields.many2one('crm.case.channel', 'Channel', help="Communication channel (mail, direct, phone, ...)"),
'contact_name': fields.char('Contact Name', size=64),
- 'partner_name': fields.char("Customer Name", size=64,help='The name of the future partner that will be created while converting the into opportunity'),
+ '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),
'optin': fields.boolean('Opt-In', help="If opt-in is checked, this contact has accepted to receive emails."),
'optout': fields.boolean('Opt-Out', help="If opt-out is checked, this contact has refused to receive emails or unsubscribed to a campaign."),
- 'type':fields.selection([
- ('lead','Lead'),
- ('opportunity','Opportunity'),
-
- ],'Type', help="Type is used to separate Leads and Opportunities"),
- 'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
+ 'type':fields.selection([ ('lead','Lead'), ('opportunity','Opportunity'), ],'Type', help="Type is used to separate Leads and Opportunities"),
+ 'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority', select=True),
'date_closed': fields.datetime('Closed', readonly=True),
- 'stage_id': fields.many2one('crm.case.stage', 'Stage', domain="[('type','=','lead')]"),
+ 'stage_id': fields.many2one('crm.case.stage', 'Stage', domain="[('section_ids', '=', section_id)]"),
'user_id': fields.many2one('res.users', 'Salesman'),
'referred': fields.char('Referred By', size=64),
'date_open': fields.datetime('Opened', readonly=True),
'day_open': fields.function(_compute_day, string='Days to Open', \
- method=True, multi='day_open', type="float", store=True),
+ multi='day_open', type="float", store=True),
'day_close': fields.function(_compute_day, string='Days to Close', \
- method=True, multi='day_close', type="float", store=True),
+ multi='day_close', type="float", store=True),
'state': fields.selection(crm.AVAILABLE_STATES, 'State', size=16, readonly=True,
help='The state is set to \'Draft\', when a case is created.\
\nIf the case is in progress the state is set to \'Open\'.\
\nWhen the case is over, the state is set to \'Done\'.\
\nIf the case needs to be reviewed then the state is set to \'Pending\'.'),
- 'message_ids': fields.one2many('mailgate.message', 'res_id', 'Messages', domain=[('model','=',_name)]),
- 'subjects': fields.function(_get_email_subject, fnct_search=_history_search, string='Subject of Email', method=True, type='char', size=64),
- }
+ 'message_ids': fields.one2many('mail.message', 'res_id', 'Messages', domain=[('model','=',_name)]),
+ 'subjects': fields.function(_get_email_subject, fnct_search=_history_search, string='Subject of Email', type='char', size=64),
+
+ # Only used for type opportunity
+ 'probability': fields.float('Probability (%)',group_operator="avg"),
+ 'planned_revenue': fields.float('Expected Revenue'),
+ 'ref': fields.reference('Reference', selection=crm._links_get, size=128),
+ 'ref2': fields.reference('Reference 2', selection=crm._links_get, size=128),
+ 'phone': fields.char("Phone", size=64),
+ 'date_deadline': fields.date('Expected Closing'),
+ 'date_action': fields.date('Next Action Date', select=True),
+ 'title_action': fields.char('Next Action', size=64),
+ 'stage_id': fields.many2one('crm.case.stage', 'Stage', domain="[('section_ids', '=', section_id)]"),
+ 'color': fields.integer('Color Index'),
+ 'partner_address_name': fields.related('partner_id', 'name', type='char', string='Partner Contact Name', readonly=True),
+ 'partner_address_email': fields.related('partner_id', 'email', type='char', string='Partner Contact Email', readonly=True),
+ 'company_currency': fields.related('company_id', 'currency_id', 'symbol', type='char', string='Company Currency', readonly=True),
+ 'user_email': fields.related('user_id', 'user_email', type='char', string='User Email', readonly=True),
+ 'user_login': fields.related('user_id', 'login', type='char', string='User Login', readonly=True),
+ }
_defaults = {
'active': lambda *a: 1,
'section_id': crm_case._get_section,
'company_id': lambda s, cr, uid, c: s.pool.get('res.company')._company_default_get(cr, uid, 'crm.lead', context=c),
'priority': lambda *a: crm.AVAILABLE_PRIORITIES[2][0],
- #'stage_id': _get_stage_id,
+ 'color': 0,
}
+ def get_needaction_user_ids(self, cr, uid, ids, context=None):
+ result = dict.fromkeys(ids, [])
+ for obj in self.browse(cr, uid, ids, context=context):
+ # salesman must perform an action when in draft mode
+ if obj.state == 'draft' and obj.user_id:
+ result[obj.id] = [obj.user_id.id]
+ return result
+
+ def create(self, cr, uid, vals, context=None):
+ obj_id = super(crm_lead, self).create(cr, uid, vals, context)
+ self.create_send_note(cr, uid, [obj_id], context=context)
+ return obj_id
+
+ def on_change_optin(self, cr, uid, ids, optin):
+ return {'value':{'optin':optin,'optout':False}}
+ def on_change_optout(self, cr, uid, ids, optout):
+ return {'value':{'optout':optout,'optin':False}}
- def onchange_partner_address_id(self, cr, uid, ids, add, email=False):
- """This function returns value of partner email based on Partner Address
- @param self: The object pointer
- @param cr: the current row, from the database cursor,
- @param uid: the current user’s ID for security checks,
- @param ids: List of case IDs
- @param add: Id of Partner's address
- @email: Partner's email ID
- """
- if not add:
- return {'value': {'email_from': False, 'country_id': False}}
- address = self.pool.get('res.partner.address').browse(cr, uid, add)
- return {'value': {'email_from': address.email, 'phone': address.phone, 'country_id': address.country_id.id}}
-
- def case_open(self, cr, uid, ids, *args):
- """Overrides cancel for crm_case for setting Open Date
- @param self: The object pointer
- @param cr: the current row, from the database cursor,
- @param uid: the current user’s ID for security checks,
- @param ids: List of case's Ids
- @param *args: Give Tuple Value
+ def onchange_stage_id(self, cr, uid, ids, stage_id, context={}):
+ if not stage_id:
+ return {'value':{}}
+ stage = self.pool.get('crm.case.stage').browse(cr, uid, stage_id, context)
+ if not stage.on_change:
+ return {'value':{}}
+ return {'value':{'probability': stage.probability}}
+
+ def stage_find_percent(self, cr, uid, percent, section_id):
+ """ Return the first stage with a probability == percent
"""
- leads = self.browse(cr, uid, ids)
+ stage_pool = self.pool.get('crm.case.stage')
+ if section_id :
+ ids = stage_pool.search(cr, uid, [("probability", '=', percent), ("section_ids", 'in', [section_id])])
+ else :
+ ids = stage_pool.search(cr, uid, [("probability", '=', percent)])
+
+ if ids:
+ return ids[0]
+ return False
+ def stage_find_lost(self, cr, uid, section_id):
+ return self.stage_find_percent(cr, uid, 0.0, section_id)
+ def stage_find_won(self, cr, uid, section_id):
+ return self.stage_find_percent(cr, uid, 100.0, section_id)
- for i in xrange(0, len(ids)):
- if leads[i].state == 'draft':
- value = {}
- if not leads[i].stage_id :
- stage_id = self._find_first_stage(cr, uid, leads[i].type, leads[i].section_id.id or False)
- value.update({'stage_id' : stage_id})
- value.update({'date_open': time.strftime('%Y-%m-%d %H:%M:%S')})
- self.write(cr, uid, [ids[i]], value)
- self.log_open( cr, uid, leads[i])
- res = super(crm_lead, self).case_open(cr, uid, ids, *args)
+ def case_open(self, cr, uid, ids, context=None):
+ for lead in self.browse(cr, uid, ids, context=context):
+ if lead.state == 'draft':
+ value = {'date_open': time.strftime('%Y-%m-%d %H:%M:%S')}
+ self.write(cr, uid, [lead.id], value)
+ if lead.type == 'opportunity' and not lead.stage_id:
+ stage_id = self.stage_find(cr, uid, lead.section_id.id or False, [('sequence','>',0)])
+ if stage_id:
+ self.stage_set(cr, uid, [lead.id], stage_id)
+ res = super(crm_lead, self).case_open(cr, uid, ids, context)
return res
- def log_open(self, cr, uid, case):
- if case.type == 'lead':
- message = _("The lead '%s' has been opened.") % case.name
- elif case.type == 'opportunity':
- message = _("The opportunity '%s' has been opened.") % case.name
- else:
- message = _("The case '%s' has been opened.") % case.name
- self.log(cr, uid, case.id, message)
+ def case_close(self, cr, uid, ids, context=None):
+ res = super(crm_lead, self).case_close(cr, uid, ids, context)
+ self.write(cr, uid, ids, {'date_closed': time.strftime('%Y-%m-%d %H:%M:%S')})
+ return res
- def case_close(self, cr, uid, ids, *args):
- """Overrides close for crm_case for setting close date
- @param self: The object pointer
- @param cr: the current row, from the database cursor,
- @param uid: the current user’s ID for security checks,
- @param ids: List of case Ids
- @param *args: Tuple Value for additional Params
+ def case_cancel(self, cr, uid, ids, context=None):
+ """Overrides cancel for crm_case for setting probability
"""
- res = super(crm_lead, self).case_close(cr, uid, ids, *args)
- self.write(cr, uid, ids, {'date_closed': time.strftime('%Y-%m-%d %H:%M:%S')})
- for case in self.browse(cr, uid, ids):
- if case.type == 'lead':
- message = _("The lead '%s' has been closed.") % case.name
- elif case.type == 'opportunity':
- message = _("The opportunity '%s' has been closed.") % case.name
- else:
- message = _("The case '%s' has been closed.") % case.name
- self.log(cr, uid, case.id, message)
+ res = super(crm_lead, self).case_cancel(cr, uid, ids, context)
+ self.write(cr, uid, ids, {'probability' : 0.0})
return res
- def convert_opportunity(self, cr, uid, ids, context=None):
- """ Precomputation for converting lead to opportunity
- @param cr: the current row, from the database cursor,
- @param uid: the current user’s ID for security checks,
- @param ids: List of closeday’s IDs
- @param context: A standard dictionary for contextual values
- @return: Value of action in dict
+ def case_reset(self, cr, uid, ids, context=None):
+ """Overrides reset as draft in order to set the stage field as empty
+ """
+ res = super(crm_lead, self).case_reset(cr, uid, ids, context)
+ self.write(cr, uid, ids, {'stage_id': False, 'probability': 0.0})
+ return res
+
+ def case_mark_lost(self, cr, uid, ids, context=None):
+ """Mark the case as lost: state = done and probability = 0%
+ """
+ res = super(crm_lead, self).case_close(cr, uid, ids, context)
+ self.write(cr, uid, ids, {'probability' : 0.0})
+ for lead in self.browse(cr, uid, ids):
+ stage_id = self.stage_find_lost(cr, uid, lead.section_id.id or False)
+ if stage_id:
+ self.stage_set(cr, uid, [lead.id], stage_id)
+ return res
+
+ def case_mark_won(self, cr, uid, ids, context=None):
+ """Mark the case as lost: state = done and probability = 0%
+ """
+ res = super(crm_lead, self).case_close(cr, uid, ids, context=None)
+ self.write(cr, uid, ids, {'probability' : 100.0})
+ for lead in self.browse(cr, uid, ids):
+ stage_id = self.stage_find_won(cr, uid, lead.section_id.id or False)
+ if stage_id:
+ self.stage_set(cr, uid, [lead.id], stage_id)
+ self.case_mark_won_send_note(cr, uid, [lead.id], context=context)
+ return res
+
+ def set_priority(self, cr, uid, ids, priority):
+ """Set lead priority
+ """
+ return self.write(cr, uid, ids, {'priority' : priority})
+
+ def set_high_priority(self, cr, uid, ids, context=None):
+ """Set lead priority to high
+ """
+ return self.set_priority(cr, uid, ids, '1')
+
+ def set_normal_priority(self, cr, uid, ids, context=None):
+ """Set lead priority to normal
"""
+ return self.set_priority(cr, uid, ids, '3')
+
+
+ def _merge_data(self, cr, uid, ids, oldest, fields, context=None):
+ # prepare opportunity data into dictionary for merging
+ opportunities = self.browse(cr, uid, ids, context=context)
+ def _get_first_not_null(attr):
+ if hasattr(oldest, attr):
+ return getattr(oldest, attr)
+ for opportunity in opportunities:
+ if hasattr(opportunity, attr):
+ return getattr(opportunity, attr)
+ return False
+
+ def _get_first_not_null_id(attr):
+ res = _get_first_not_null(attr)
+ return res and res.id or False
+
+ def _concat_all(attr):
+ return ', '.join(filter(lambda x: x, [getattr(opportunity, attr) or '' for opportunity in opportunities if hasattr(opportunity, attr)]))
+
+ data = {}
+ for field_name in fields:
+ field_info = self._all_columns.get(field_name)
+ if field_info is None:
+ continue
+ field = field_info.column
+ if field._type in ('many2many', 'one2many'):
+ continue
+ elif field._type == 'many2one':
+ data[field_name] = _get_first_not_null_id(field_name) # !!
+ elif field._type == 'text':
+ data[field_name] = _concat_all(field_name) #not lost
+ else:
+ data[field_name] = _get_first_not_null(field_name) #not lost
+ return data
+
+ def _merge_find_oldest(self, cr, uid, ids, context=None):
if context is None:
context = {}
- context.update({'active_ids': ids})
+ #TOCHECK: where pass 'convert' in context ?
+ if context.get('convert'):
+ ids = list(set(ids) - set(context.get('lead_ids', False)) )
+
+ #search opportunities order by create date
+ opportunity_ids = self.search(cr, uid, [('id', 'in', ids)], order='create_date' , context=context)
+ oldest_id = opportunity_ids[0]
+ return self.browse(cr, uid, oldest_id, context=context)
+
+ def _mail_body_text(self, cr, uid, lead, fields, title=False, context=None):
+ body = []
+ if title:
+ body.append("%s\n" % (title))
+ for field_name in fields:
+ field_info = self._all_columns.get(field_name)
+ if field_info is None:
+ continue
+ field = field_info.column
+ value = None
+
+ if field._type == 'selection':
+ if hasattr(field.selection, '__call__'):
+ key = field.selection(self, cr, uid, context=context)
+ else:
+ key = field.selection
+ value = dict(key).get(lead[field_name], lead[field_name])
+ elif field._type == 'many2one':
+ if lead[field_name]:
+ value = lead[field_name].name_get()[0][1]
+ else:
+ value = lead[field_name]
+
+ body.append("%s: %s" % (field.string, value or ''))
+ return "\n".join(body + ['---'])
+
+ def _merge_notification(self, cr, uid, opportunity_id, opportunities, context=None):
+ #TOFIX: mail template should be used instead of fix body, subject text
+ details = []
+ merge_message = _('Merged opportunities')
+ subject = [merge_message]
+ fields = ['name', 'partner_id', 'stage_id', 'section_id', 'user_id', 'categ_id', 'channel_id', 'company_id', 'contact_name',
+ 'email_from', 'phone', 'fax', 'mobile', 'state_id', 'description', 'probability', 'planned_revenue',
+ 'country_id', 'city', 'street', 'street2', 'zip']
+ for opportunity in opportunities:
+ subject.append(opportunity.name)
+ title = "%s : %s" % (merge_message, opportunity.name)
+ details.append(self._mail_body_text(cr, uid, opportunity, fields, title=title, context=context))
+
+ subject = subject[0] + ", ".join(subject[1:])
+ details = "\n\n".join(details)
+ return self.message_append_note(cr, uid, [opportunity_id], subject=subject, body=details)
+
+ def _merge_opportunity_history(self, cr, uid, opportunity_id, opportunities, context=None):
+ message = self.pool.get('mail.message')
+ for opportunity in opportunities:
+ for history in opportunity.message_ids:
+ message.write(cr, uid, history.id, {
+ 'res_id': opportunity_id,
+ 'subject' : _("From %s : %s") % (opportunity.name, history.subject)
+ }, context=context)
- data_obj = self.pool.get('ir.model.data')
- value = {}
+ return True
- view_id = False
+ def _merge_opportunity_attachments(self, cr, uid, opportunity_id, opportunities, context=None):
+ attachment = self.pool.get('ir.attachment')
+
+ # return attachments of opportunity
+ def _get_attachments(opportunity_id):
+ attachment_ids = attachment.search(cr, uid, [('res_model', '=', self._name), ('res_id', '=', opportunity_id)], context=context)
+ return attachment.browse(cr, uid, attachment_ids, context=context)
+
+ count = 1
+ first_attachments = _get_attachments(opportunity_id)
+ for opportunity in opportunities:
+ attachments = _get_attachments(opportunity.id)
+ for first in first_attachments:
+ for attachment in attachments:
+ if attachment.name == first.name:
+ values = dict(
+ name = "%s (%s)" % (attachment.name, count,),
+ res_id = opportunity_id,
+ )
+ attachment.write(values)
+ count+=1
- for case in self.browse(cr, uid, ids, context=context):
- context.update({'active_id': case.id})
- data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_partner')
- view_id1 = False
- if data_id:
- view_id1 = data_obj.browse(cr, uid, data_id, context=context).res_id
- value = {
- 'name': _('Create Partner'),
- 'view_type': 'form',
- 'view_mode': 'form,tree',
- 'res_model': 'crm.lead2opportunity.partner',
- 'view_id': False,
- 'context': context,
- 'views': [(view_id1, 'form')],
- 'type': 'ir.actions.act_window',
- 'target': 'new',
- 'nodestroy': True
- }
- return value
+ return True
- def write(self, cr, uid, ids, vals, context=None):
- if not context:
- context = {}
+ def merge_opportunity(self, cr, uid, ids, context=None):
+ """
+ To merge opportunities
+ :param ids: list of opportunities ids to merge
+ """
+ if context is None: context = {}
- if 'date_closed' in vals:
- return super(crm_lead,self).write(cr, uid, ids, vals, context=context)
+ #TOCHECK: where pass lead_ids in context?
+ lead_ids = context and context.get('lead_ids', []) or []
- if 'stage_id' in vals and vals['stage_id']:
- stage_obj = self.pool.get('crm.case.stage').browse(cr, uid, vals['stage_id'], context=context)
- self.history(cr, uid, ids, _("Changed Stage to: %s") % stage_obj.name, details=_("Changed Stage to: %s") % stage_obj.name)
- message=''
- for case in self.browse(cr, uid, ids, context=context):
- if case.type == 'lead' or context.get('stage_type',False)=='lead':
- message = _("The stage of lead '%s' has been changed to '%s'.") % (case.name, stage_obj.name)
- elif case.type == 'opportunity':
- message = _("The stage of opportunity '%s' has been changed to '%s'.") % (case.name, stage_obj.name)
- self.log(cr, uid, case.id, message)
- return super(crm_lead,self).write(cr, uid, ids, vals, context)
+ if len(ids) <= 1:
+ raise osv.except_osv(_('Warning !'),_('Please select more than one opportunity from the list view.'))
- def stage_next(self, cr, uid, ids, context=None):
- stage = super(crm_lead, self).stage_next(cr, uid, ids, context=context)
- if stage:
- stage_obj = self.pool.get('crm.case.stage').browse(cr, uid, stage, context=context)
- if stage_obj.on_change:
- data = {'probability': stage_obj.probability}
- self.write(cr, uid, ids, data)
- return stage
-
- def stage_previous(self, cr, uid, ids, context=None):
- stage = super(crm_lead, self).stage_previous(cr, uid, ids, context=context)
- if stage:
- stage_obj = self.pool.get('crm.case.stage').browse(cr, uid, stage, context=context)
- if stage_obj.on_change:
- data = {'probability': stage_obj.probability}
- self.write(cr, uid, ids, data)
- return stage
+ ctx_opportunities = self.browse(cr, uid, lead_ids, context=context)
+ opportunities = self.browse(cr, uid, ids, context=context)
+ opportunities_list = list(set(opportunities) - set(ctx_opportunities))
+ oldest = self._merge_find_oldest(cr, uid, ids, context=context)
+ if ctx_opportunities :
+ first_opportunity = ctx_opportunities[0]
+ tail_opportunities = opportunities_list
+ else:
+ first_opportunity = opportunities_list[0]
+ tail_opportunities = opportunities_list[1:]
+
+ fields = ['partner_id', 'title', 'name', 'categ_id', 'channel_id', 'city', 'company_id', 'contact_name', 'country_id', 'type_id', 'user_id', 'section_id', 'state_id', 'description', 'email', 'fax', 'mobile',
+ 'partner_name', 'phone', 'probability', 'planned_revenue', 'street', 'street2', 'zip', 'create_date', 'date_action_last',
+ 'date_action_next', 'email_from', 'email_cc', 'partner_name']
+
+ data = self._merge_data(cr, uid, ids, oldest, fields, context=context)
+
+ # merge data into first opportunity
+ self.write(cr, uid, [first_opportunity.id], data, context=context)
+
+ #copy message and attachements into the first opportunity
+ self._merge_opportunity_history(cr, uid, first_opportunity.id, tail_opportunities, context=context)
+ self._merge_opportunity_attachments(cr, uid, first_opportunity.id, tail_opportunities, context=context)
+
+ #Notification about loss of information
+ self._merge_notification(cr, uid, first_opportunity, opportunities, context=context)
+ #delete tail opportunities
+ self.unlink(cr, uid, [x.id for x in tail_opportunities], context=context)
+
+ #open first opportunity
+ self.case_open(cr, uid, [first_opportunity.id])
+ return first_opportunity.id
+
+ def _convert_opportunity_data(self, cr, uid, lead, customer, section_id=False, context=None):
+ crm_stage = self.pool.get('crm.case.stage')
+ contact_id = False
+ if customer:
+ contact_id = self.pool.get('res.partner').address_get(cr, uid, [customer.id])['default']
+ if not section_id:
+ section_id = lead.section_id and lead.section_id.id or False
+ if section_id:
+ stage_ids = crm_stage.search(cr, uid, [('sequence','>=',1), ('section_ids','=', section_id)])
+ else:
+ stage_ids = crm_stage.search(cr, uid, [('sequence','>=',1)])
+ stage_id = stage_ids and stage_ids[0] or False
+ return {
+ 'planned_revenue': lead.planned_revenue,
+ 'probability': lead.probability,
+ 'name': lead.name,
+ 'partner_id': customer and customer.id or False,
+ 'user_id': (lead.user_id and lead.user_id.id),
+ 'type': 'opportunity',
+ 'stage_id': stage_id or False,
+ 'date_action': time.strftime('%Y-%m-%d %H:%M:%S'),
+ 'date_open': time.strftime('%Y-%m-%d %H:%M:%S'),
+ }
- def unlink(self, cr, uid, ids, context=None):
- for lead in self.browse(cr, uid, ids, context):
- if (not lead.section_id.allow_unlink) and (lead.state <> 'draft'):
- raise osv.except_osv(_('Warning !'),
- _('You can not delete this lead. You should better cancel it.'))
- return super(crm_lead, self).unlink(cr, uid, ids, context)
+ def convert_opportunity(self, cr, uid, ids, partner_id, user_ids=False, section_id=False, context=None):
+ partner = self.pool.get('res.partner')
+ mail_message = self.pool.get('mail.message')
+ customer = False
+ if partner_id:
+ customer = partner.browse(cr, uid, partner_id, context=context)
+ for lead in self.browse(cr, uid, ids, context=context):
+ if lead.state in ('done', 'cancel'):
+ continue
+ if user_ids or section_id:
+ self.allocate_salesman(cr, uid, [lead.id], user_ids, section_id, context=context)
+
+ vals = self._convert_opportunity_data(cr, uid, lead, customer, section_id, context=context)
+ self.write(cr, uid, [lead.id], vals, context=context)
+
+ self.convert_opportunity_send_note(cr, uid, lead, context=context)
+ #TOCHECK: why need to change partner details in all messages of lead ?
+ if lead.partner_id:
+ msg_ids = [ x.id for x in lead.message_ids]
+ mail_message.write(cr, uid, msg_ids, {
+ 'partner_id': lead.partner_id.id
+ }, context=context)
+ return True
- def message_new(self, cr, uid, msg, context=None):
+ def _lead_create_contact(self, cr, uid, lead, name, is_company, parent_id=False, context=None):
+ partner = self.pool.get('res.partner')
+ vals = { 'name': name,
+ 'user_id': lead.user_id.id,
+ 'comment': lead.description,
+ 'section_id': lead.section_id.id or False,
+ 'parent_id': parent_id,
+ 'phone': lead.phone,
+ 'mobile': lead.mobile,
+ 'email': lead.email_from and to_email(lead.email_from)[0],
+ 'fax': lead.fax,
+ 'title': lead.title and lead.title.id or False,
+ 'function': lead.function,
+ 'street': lead.street,
+ 'street2': lead.street2,
+ 'zip': lead.zip,
+ 'city': lead.city,
+ 'country_id': lead.country_id and lead.country_id.id or False,
+ 'state_id': lead.state_id and lead.state_id.id or False,
+ 'is_company': is_company,
+ 'type': 'contact'
+ }
+ partner = partner.create(cr, uid,vals, context)
+ return partner
+
+ def _create_lead_partner(self, cr, uid, lead, context=None):
+ partner_id = False
+ if lead.partner_name and lead.contact_name:
+ partner_id = self._lead_create_contact(cr, uid, lead, lead.partner_name, True, context=context)
+ self._lead_create_contact(cr, uid, lead, lead.contact_name, False, partner_id, context=context)
+ elif lead.partner_name and not lead.contact_name:
+ partner_id = self._lead_create_contact(cr, uid, lead, lead.partner_name, True, context=context)
+ elif not lead.partner_name and lead.contact_name:
+ partner_id = self._lead_create_contact(cr, uid, lead, lead.contact_name, False, context=context)
+ else:
+ partner_id = self._lead_create_contact(cr, uid, lead, lead.name, False, context=context)
+ return partner_id
+
+ def _lead_set_partner(self, cr, uid, lead, partner_id, context=None):
+ res = False
+ res_partner = self.pool.get('res.partner')
+ if partner_id:
+ res_partner.write(cr, uid, partner_id, {'section_id': lead.section_id.id or False})
+ contact_id = res_partner.address_get(cr, uid, [partner_id])['default']
+ res = lead.write({'partner_id' : partner_id, }, context=context)
+ self._lead_set_partner_send_note(cr, uid, [lead.id], context)
+ return res
+
+ def convert_partner(self, cr, uid, ids, action='create', partner_id=False, context=None):
+ """
+ This function convert partner based on action.
+ if action is 'create', create new partner with contact and assign lead to new partner_id.
+ otherwise assign lead to specified partner_id
"""
- Automatically calls when new email message arrives
+ if context is None:
+ context = {}
+ partner_ids = {}
+ for lead in self.browse(cr, uid, ids, context=context):
+ if action == 'create':
+ if not partner_id:
+ partner_id = self._create_lead_partner(cr, uid, lead, context)
+ self._lead_set_partner(cr, uid, lead, partner_id, context=context)
+ partner_ids[lead.id] = partner_id
+ return partner_ids
+
+ def _send_mail_to_salesman(self, cr, uid, lead, context=None):
+ """
+ Send mail to salesman with updated Lead details.
+ @ lead: browse record of 'crm.lead' object.
+ """
+ #TOFIX: mail template should be used here instead of fix subject, body text.
+ message = self.pool.get('mail.message')
+ email_to = lead.user_id and lead.user_id.user_email
+ if not email_to:
+ return False
+
+ email_from = lead.section_id and lead.section_id.user_id and lead.section_id.user_id.user_email or email_to
+ partner = lead.partner_id and lead.partner_id.name or lead.partner_name
+ subject = "lead %s converted into opportunity" % lead.name
+ body = "Info \n Id : %s \n Subject: %s \n Partner: %s \n Description : %s " % (lead.id, lead.name, lead.partner_id.name, lead.description)
+ return message.schedule_with_attach(cr, uid, email_from, [email_to], subject, body)
+
+
+ def allocate_salesman(self, cr, uid, ids, user_ids, team_id=False, context=None):
+ index = 0
+ for lead_id in ids:
+ value = {}
+ if team_id:
+ value['section_id'] = team_id
+ if index < len(user_ids):
+ value['user_id'] = user_ids[index]
+ index += 1
+ if value:
+ self.write(cr, uid, [lead_id], value, context=context)
+ return True
- @param self: The object pointer
- @param cr: the current row, from the database cursor,
- @param uid: the current user’s ID for security checks
+ 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):
+ """
+ action :('schedule','Schedule a call'), ('log','Log a call')
"""
- mailgate_pool = self.pool.get('email.server.tools')
+ phonecall = self.pool.get('crm.phonecall')
+ model_data = self.pool.get('ir.model.data')
+ phonecall_dict = {}
+ if not categ_id:
+ res_id = model_data._get_id(cr, uid, 'crm', 'categ_phone2')
+ if res_id:
+ categ_id = model_data.browse(cr, uid, res_id, context=context).res_id
+ for lead in self.browse(cr, uid, ids, context=context):
+ if not section_id:
+ section_id = lead.section_id and lead.section_id.id or False
+ if not user_id:
+ user_id = lead.user_id and lead.user_id.id or False
+ vals = {
+ 'name' : call_summary,
+ 'opportunity_id' : lead.id,
+ 'user_id' : user_id or False,
+ 'categ_id' : categ_id or False,
+ 'description' : desc or '',
+ 'date' : schedule_time,
+ 'section_id' : section_id or False,
+ 'partner_id': lead.partner_id and lead.partner_id.id or False,
+ 'partner_phone' : phone or lead.phone or (lead.partner_id and lead.partner_id.phone or False),
+ 'partner_mobile' : lead.partner_id and lead.partner_id.mobile or False,
+ 'priority': lead.priority,
+ }
+ new_id = phonecall.create(cr, uid, vals, context=context)
+ phonecall.case_open(cr, uid, [new_id], context=context)
+ if action == 'log':
+ phonecall.case_close(cr, uid, [new_id], context=context)
+ phonecall_dict[lead.id] = new_id
+ self.schedule_phonecall_send_note(cr, uid, [lead.id], new_id, action, context=context)
+ return phonecall_dict
+
+
+ def redirect_opportunity_view(self, cr, uid, opportunity_id, context=None):
+ models_data = self.pool.get('ir.model.data')
+
+ # Get Opportunity views
+ form_view = models_data.get_object_reference(cr, uid, 'crm', 'crm_case_form_view_oppor')
+ tree_view = models_data.get_object_reference(cr, uid, 'crm', 'crm_case_tree_view_oppor')
+ return {
+ 'name': _('Opportunity'),
+ 'view_type': 'form',
+ 'view_mode': 'tree, form',
+ 'res_model': 'crm.lead',
+ 'domain': [('type', '=', 'opportunity')],
+ 'res_id': int(opportunity_id),
+ 'view_id': False,
+ 'views': [(form_view and form_view[1] or False, 'form'),
+ (tree_view and tree_view[1] or False, 'tree'),
+ (False, 'calendar'), (False, 'graph')],
+ 'type': 'ir.actions.act_window',
+ }
+
+
+ def message_new(self, cr, uid, msg, custom_values=None, context=None):
+ """Automatically calls when new email message arrives"""
+ res_id = super(crm_lead, self).message_new(cr, uid, msg, custom_values=custom_values, context=context)
+ subject = msg.get('subject') or _("No Subject")
+ body = msg.get('body_text')
- subject = msg.get('subject')
- body = msg.get('body')
msg_from = msg.get('from')
priority = msg.get('priority')
-
vals = {
'name': subject,
'email_from': msg_from,
'description': body,
'user_id': False,
}
- if msg.get('priority', False):
+ if priority:
vals['priority'] = priority
+ vals.update(self.message_partner_by_email(cr, uid, msg.get('from', False)))
+ self.write(cr, uid, [res_id], vals, context)
+ return res_id
- res = mailgate_pool.get_partner(cr, uid, msg.get('from') or msg.get_unixfrom())
- if res:
- vals.update(res)
-
- res = self.create(cr, uid, vals, context)
- attachents = msg.get('attachments', [])
- for attactment in attachents or []:
- data_attach = {
- 'name': attactment,
- 'datas':binascii.b2a_base64(str(attachents.get(attactment))),
- 'datas_fname': attactment,
- 'description': 'Mail attachment',
- 'res_model': self._name,
- 'res_id': res,
- }
- self.pool.get('ir.attachment').create(cr, uid, data_attach)
-
- return res
-
- def message_update(self, cr, uid, ids, vals={}, msg="", default_act='pending', context=None):
- """
- @param self: The object pointer
- @param cr: the current row, from the database cursor,
- @param uid: the current user’s ID for security checks,
- @param ids: List of update mail’s IDs
- """
+ def message_update(self, cr, uid, ids, msg, vals=None, default_act='pending', context=None):
if isinstance(ids, (str, int, long)):
ids = [ids]
+ if vals == None:
+ vals = {}
+ super(crm_lead, self).message_update(cr, uid, ids, msg, context=context)
if msg.get('priority') in dict(crm.AVAILABLE_PRIORITIES):
vals['priority'] = msg.get('priority')
-
maps = {
'cost':'planned_cost',
'revenue': 'planned_revenue',
'probability':'probability'
}
vls = {}
- for line in msg['body'].split('\n'):
+ for line in msg['body_text'].split('\n'):
line = line.strip()
res = tools.misc.command_re.match(line)
if res and maps.get(res.group(1).lower()):
for case in self.browse(cr, uid, ids, context=context):
values = dict(vals)
if case.state in CRM_LEAD_PENDING_STATES:
- values.update(state=crm.AVAILABLE_STATES[1][0]) #re-open
+ #re-open
+ values.update(state=crm.AVAILABLE_STATES[1][0])
+ if not case.date_open:
+ values['date_open'] = time.strftime(tools.DEFAULT_SERVER_DATETIME_FORMAT)
res = self.write(cr, uid, [case.id], values, context=context)
return res
- def msg_send(self, cr, uid, id, *args, **argv):
-
- """ Send The Message
- @param self: The object pointer
- @param cr: the current row, from the database cursor,
- @param uid: the current user’s ID for security checks,
- @param ids: List of email’s IDs
- @param *args: Return Tuple Value
- @param **args: Return Dictionary of Keyword Value
+ def action_makeMeeting(self, cr, uid, ids, context=None):
+ """
+ This opens Meeting's calendar view to schedule meeting on current Opportunity
+ @return : Dictionary value for created Meeting view
"""
+ if context is None:
+ context = {}
+ value = {}
+ data_obj = self.pool.get('ir.model.data')
+ for opp in self.browse(cr, uid, ids, context=context):
+ # Get meeting views
+ tree_view = data_obj.get_object_reference(cr, uid, 'crm', 'crm_case_tree_view_meet')
+ form_view = data_obj.get_object_reference(cr, uid, 'crm', 'crm_case_form_view_meet')
+ calander_view = data_obj.get_object_reference(cr, uid, 'crm', 'crm_case_calendar_view_meet')
+ search_view = data_obj.get_object_reference(cr, uid, 'crm', 'view_crm_case_meetings_filter')
+ context.update({
+ 'default_opportunity_id': opp.id,
+ 'default_partner_id': opp.partner_id and opp.partner_id.id or False,
+ 'default_user_id': uid,
+ 'default_section_id': opp.section_id and opp.section_id.id or False,
+ 'default_email_from': opp.email_from,
+ 'default_state': 'open',
+ 'default_name': opp.name
+ })
+ value = {
+ 'name': _('Meetings'),
+ 'context': context,
+ 'view_type': 'form',
+ 'view_mode': 'calendar,form,tree',
+ 'res_model': 'crm.meeting',
+ 'view_id': False,
+ 'views': [(calander_view and calander_view[1] or False, 'calendar'), (form_view and form_view[1] or False, 'form'), (tree_view and tree_view[1] or False, 'tree')],
+ 'type': 'ir.actions.act_window',
+ 'search_view_id': search_view and search_view[1] or False,
+ 'nodestroy': True
+ }
+ return value
+
+
+ def unlink(self, cr, uid, ids, context=None):
+ for lead in self.browse(cr, uid, ids, context):
+ if (not lead.section_id.allow_unlink) and (lead.state != 'draft'):
+ raise osv.except_osv(_('Error'),
+ _("You cannot delete lead '%s'; it must be in state 'Draft' to be deleted. " \
+ "You should better cancel it, instead of deleting it.") % lead.name)
+ return super(crm_lead, self).unlink(cr, uid, ids, context)
+
+
+ def write(self, cr, uid, ids, vals, context=None):
+ if not context:
+ context = {}
+
+ if 'date_closed' in vals:
+ return super(crm_lead,self).write(cr, uid, ids, vals, context=context)
+
+ if vals.get('stage_id'):
+ stage = self.pool.get('crm.case.stage').browse(cr, uid, vals['stage_id'], context=context)
+ # change probability of lead(s) if required by stage
+ if not vals.get('probability') and stage.on_change:
+ vals['probability'] = stage.probability
+ for case in self.browse(cr, uid, ids, context=context):
+ message = _("Stage changed to <b>%s</b>.") % (stage.name)
+ case.message_append_note(body=message)
+ return super(crm_lead,self).write(cr, uid, ids, vals, context)
+
+ # ----------------------------------------
+ # OpenChatter methods and notifications
+ # ----------------------------------------
+
+ def message_get_subscribers(self, cr, uid, ids, context=None):
+ sub_ids = self.message_get_subscribers_ids(cr, uid, ids, context=context)
+ # add salesman to the subscribers
+ for obj in self.browse(cr, uid, ids, context=context):
+ if obj.user_id:
+ sub_ids.append(obj.user_id.id)
+ return self.pool.get('res.users').read(cr, uid, sub_ids, context=context)
+
+ def case_get_note_msg_prefix(self, cr, uid, lead, context=None):
+ if isinstance(lead, (int, long)):
+ lead = self.browse(cr, uid, [lead], context=context)[0]
+ return ('Opportunity' if lead.type == 'opportunity' else 'Lead')
+
+ def create_send_note(self, cr, uid, ids, context=None):
+ for id in ids:
+ message = _("%s has been <b>created</b>.")% (self.case_get_note_msg_prefix(cr, uid, id, context=context))
+ self.message_append_note(cr, uid, [id], body=message, context=context)
return True
- def on_change_optin(self, cr, uid, ids, optin):
- return {'value':{'optin':optin,'optout':False}}
+ def case_mark_lost_send_note(self, cr, uid, ids, context=None):
+ message = _("Opportunity has been <b>lost</b>.")
+ return self.message_append_note(cr, uid, ids, body=message, context=context)
- def on_change_optout(self, cr, uid, ids, optout):
- return {'value':{'optout':optout,'optin':False}}
+ def case_mark_won_send_note(self, cr, uid, ids, context=None):
+ message = _("Opportunity has been <b>won</b>.")
+ return self.message_append_note(cr, uid, ids, body=message, context=context)
+
+ def schedule_phonecall_send_note(self, cr, uid, ids, phonecall_id, action, context=None):
+ phonecall = self.pool.get('crm.phonecall').browse(cr, uid, [phonecall_id], context=context)[0]
+ if action == 'log': prefix = 'Logged'
+ else: prefix = 'Scheduled'
+ message = _("<b>%s a call</b> for the <em>%s</em>.") % (prefix, phonecall.date)
+ return self. message_append_note(cr, uid, ids, body=message, context=context)
+
+ def _lead_set_partner_send_note(self, cr, uid, ids, context=None):
+ for lead in self.browse(cr, uid, ids, context=context):
+ message = _("%s <b>partner</b> is now set to <em>%s</em>." % (self.case_get_note_msg_prefix(cr, uid, lead, context=context), lead.partner_id.name))
+ lead.message_append_note(body=message)
+ return True
+
+ def convert_opportunity_send_note(self, cr, uid, lead, context=None):
+ message = _("Lead has been <b>converted to an opportunity</b>.")
+ lead.message_append_note(body=message)
+ return True
crm_lead()
projects / odoo / odoo.git / blobdiff