'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', track_visibility='onchange',
- domain="['&', ('section_ids', '=', section_id), '|', ('type', '=', type), ('type', '=', 'both')]"),
+ 'stage_id': fields.many2one('crm.case.stage', 'Stage', track_visibility='onchange',),
'user_id': fields.many2one('res.users', 'Salesperson', select=True, track_visibility='onchange'),
'referred': fields.char('Referred By', size=64),
'date_open': fields.datetime('Opened', readonly=True),
return {'value': {}}
return {'value': {'probability': stage.probability}}
+ def on_change_partner(self, cr, uid, ids, partner_id, context=None):
+ result = {}
+ values = {}
+ if partner_id:
+ partner = self.pool.get('res.partner').browse(cr, uid, partner_id, context=context)
+ values = {
+ 'partner_name' : partner.name,
+ 'street' : partner.street,
+ 'street2' : partner.street2,
+ 'city' : partner.city,
+ 'state_id' : partner.state_id and partner.state_id.id or False,
+ 'country_id' : partner.country_id and partner.country_id.id or False,
+ 'email_from' : partner.email,
+ 'phone' : partner.phone,
+ 'mobile' : partner.mobile,
+ 'fax' : partner.fax,
+ }
+ return {'value' : values}
+
def on_change_user(self, cr, uid, ids, user_id, context=None):
""" When changing the user, also set a section_id or restrict section id
to the ones user_id is member of. """
def _check(self, cr, uid, ids=False, context=None):
""" Override of the base.stage method.
Function called by the scheduler to process cases for date actions
- Only works on not done and cancelled cases
+ Only works on not won and lost cases.
"""
cr.execute('select * from crm_case \
where (date_action_last<%s or date_action_last is null) \
and (date_action_next<=%s or date_action_next is null) \
- and state not in (\'cancel\',\'done\')',
+ and probability not in (0,100)',
(time.strftime("%Y-%m-%d %H:%M:%S"),
time.strftime('%Y-%m-%d %H:%M:%S')))
if stage_id:
self.case_set(cr, uid, [lead.id], new_stage_id=stage_id, context=context)
else:
- raise self.pool.get('res.config.settings').get_config_warning(cr,
- _("To relieve your sales pipe and group all Lost opportunities, configure one of your sales stage as follow:\n"
- "probability = 0, sequence != 1 and on_change = True.\n"
- "You can create a specific column or edit an existing one from the menu %(menu:crm.menu_crm_case_section_act)s"), context=context)
+ raise osv.except_osv(_('Warning!'), _('To relieve your sales pipe and group all Lost opportunities, configure one of your sales stage as follow:\n'
+ 'probability = 0 %, select "Change Probability Automatically".\n'
+ 'Create a specific stage or edit an existing one by editing columns of your opportunity pipe.'))
return True
def case_mark_won(self, cr, uid, ids, context=None):
if stage_id:
self.case_set(cr, uid, [lead.id], new_stage_id=stage_id, context=context)
else:
- raise self.pool.get('res.config.settings').get_config_warning(cr,
- _("To relieve your sales pipe and group all Won opportunities, configure one of your sales stage as follow:\n"
- "probability = 100 and on_change = True.\n"
- "You can create a specific column or edit an existing one from the menu %(menu:crm.menu_crm_case_section_act)s"), context=context)
+ raise osv.except_osv(_('Warning!'), _('To relieve your sales pipe and group all Won opportunities, configure one of your sales stage as follow:\n'
+ 'probability = 100 % and select "Change Probability Automatically".\n'
+ 'Create a specific stage or edit an existing one by editing columns of your opportunity pipe.'))
return True
def set_priority(self, cr, uid, ids, priority):
sequenced_opps = []
for opportunity in opportunities:
sequence = -1
- if opportunity.stage_id:
+ if opportunity.stage_id and (opportunity.probability == 0 and opportunity.stage_id and opportunity.stage_id.sequence != 1):
sequence = opportunity.stage_id.sequence
sequenced_opps.append(((int(sequence != -1 and opportunity.type == 'opportunity'), sequence, -opportunity.id), opportunity))
customer = partner.browse(cr, uid, partner_id, context=context)
for lead in self.browse(cr, uid, ids, context=context):
# avoid done / cancelled leads
- if lead.probability == 100 or (lead.probability == 0 and lead.stage_id and lead.stage_id.sequence == 1):
+ if lead.probability == 100 or (lead.probability == 0 and lead.stage_id and lead.stage_id.sequence != 1):
continue
vals = self._convert_opportunity_data(cr, uid, lead, customer, section_id, context=context)
self.write(cr, uid, [lead.id], vals, context=context)
return res
def write(self, cr, uid, ids, vals, context=None):
+ stage_pool=self.pool.get('crm.case.stage')
if vals.get('stage_id') and not vals.get('probability'):
# change probability of lead(s) if required by stage
- stage = self.pool.get('crm.case.stage').browse(cr, uid, vals['stage_id'], context=context)
+ stage = stage_pool.browse(cr, uid, vals['stage_id'], context=context)
if stage.on_change:
vals['probability'] = stage.probability
+ if vals.get('probability') == 100:
+ vals['stage_id'] = stage_pool.search(cr, uid, [('probability','=',100.0)],order='sequence')[0]
return super(crm_lead, self).write(cr, uid, ids, vals, context=context)
def new_mail_send(self, cr, uid, ids, context=None):
projects / odoo / odoo.git / blobdiff