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
_order = "priority,date_action,id desc"
_inherit = ['mail.thread','res.partner.address']
+ 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
+ }
+
# overridden because res.partner.address has an inconvenient name_get,
# especially if base_contact is installed.
def name_get(self, cr, user, ids, context=None):
'stage_id': fields.many2one('crm.case.stage', 'Stage', domain="[('section_ids', '=', section_id)]"),
'color': fields.integer('Color Index'),
'partner_address_name': fields.related('partner_address_id', 'name', type='char', string='Partner Contact Name', readonly=True),
+ 'partner_address_email': fields.related('partner_address_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),
'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],
'color': 0,
- #'stage_id': _get_stage_id,
}
def onchange_partner_address_id(self, cr, uid, ids, add, email=False):
return self.set_priority(cr, uid, ids, '3')
- def _merge_data(self, cr, uid, ids, oldest, context=None):
+ 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):
return res and res.id or False
def _concat_all(attr):
- return ', '.join([getattr(opportunity, attr) for opportunity in opportunities if hasattr(opportunity, attr)])
-
- data = {
- 'partner_id': _get_first_not_null_id('partner_id'), # !!
- 'title': _get_first_not_null_id('title'),
- 'name' : _get_first_not_null('name'), #not lost
- 'categ_id' : _get_first_not_null_id('categ_id'), # !!
- 'channel_id' : _get_first_not_null_id('channel_id'), # !!
- 'city' : _get_first_not_null('city'), # !!
- 'company_id' : _get_first_not_null_id('company_id'), #!!
- 'contact_name' : _get_first_not_null('contact_name'), #not lost
- 'country_id' : _get_first_not_null_id('country_id'), #!!
- 'partner_address_id' : _get_first_not_null_id('partner_address_id'), #!!
- 'type_id' : _get_first_not_null_id('type_id'), #!!
- 'user_id' : _get_first_not_null_id('user_id'), #!!
- 'section_id' : _get_first_not_null_id('section_id'), #!!
- 'state_id' : _get_first_not_null_id('state_id'),
- 'description' : _concat_all('description'), #not lost
- 'email' : _get_first_not_null('email'), # !!
- 'fax' : _get_first_not_null('fax'),
- 'mobile' : _get_first_not_null('mobile'),
- 'partner_name' : _get_first_not_null('partner_name'),
- 'phone' : _get_first_not_null('phone'),
- 'probability' : _get_first_not_null('probability'),
- 'planned_revenue' : _get_first_not_null('planned_revenue'),
- 'street' : _get_first_not_null('street'),
- 'street2' : _get_first_not_null('street2'),
- 'zip' : _get_first_not_null('zip'),
- 'state' : 'open',
- 'create_date' : _get_first_not_null('create_date'),
- 'date_action_last': _get_first_not_null('date_action_last'),
- 'date_action_next': _get_first_not_null('date_action_next'),
- 'email_from' : _get_first_not_null('email_from'),
- 'email_cc' : _get_first_not_null('email_cc'),
- 'partner_name' : _get_first_not_null('partner_name'),
- }
+ 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 = {}
+ #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 = lead_obj.search(cr, uid, [('id', 'in', ids)], order='create_date' , context=context)
+ 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)
- details.append(_('%s : %s\n Partner: %s\n Stage: %s\n Section: %s\n Salesman: %s\n Category: %s\n Channel: %s\n Company: %s\n Contact name: %s\n Email: %s\n Phone number: %s\n Fax: %s\n Mobile: %s\n State: %s\n Description: %s\n Probability: %s\n Planned revennue: %s\n Country: %s\n City: %s\n Street: %s\n Street 2: %s\n Zip 2: %s') % (merge_message, opportunity.name, opportunity.partner_id.name or '',
- opportunity.stage_id.name or '',
- opportunity.section_id.name or '',
- opportunity.user_id.name or '',
- opportunity.categ_id.name or '',
- opportunity.channel_id.name or '',
- opportunity.company_id.name or '',
- opportunity.contact_name or '',
- opportunity.email_from or '',
- opportunity.phone or '',
- opportunity.fax or '',
- opportunity.mobile or '',
- opportunity.state_id.name or '',
- opportunity.description or '',
- opportunity.probability or '',
- opportunity.planned_revenue or '',
- opportunity.country_id.name or '',
- opportunity.city or '',
- opportunity.street or '',
- opportunity.street2 or '',
- opportunity.zip or '',
- ))
+ 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(cr, uid, [opportunity_id], subject, body_text=details, context=context)
if len(ids) <= 1:
raise osv.except_osv(_('Warning !'),_('Please select more than one opportunities.'))
- opportunities = self.browse(cr, uid, lead_ids, context=context)
- opportunities_list = list(set(ids) - set(opportunities))
- oldest = self._find_oldest_opportunity(cr, uid, ids, context=context)
- if opportunities :
- first_opportunity = opportunities[0]
+ 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:]
- data = self._merge_data(cr, uid, ids, oldest, context=context)
+ fields = ['partner_id', 'title', 'name', 'categ_id', 'channel_id', 'city', 'company_id', 'contact_name', 'country_id',
+ 'partner_address_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)
#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, lead):
+ def _convert_opportunity_data(self, cr, uid, lead, customer, section_id=False, context=None):
crm_stage = self.pool.get('crm.case.stage')
- if lead.section_id:
- stage_ids = crm_stage.search(cr, uid, [('sequence','>=',1), ('section_ids','=', lead.section_id.id)])
+ 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_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.id,
+ 'partner_id': customer and customer.id or False,
'user_id': (lead.user_id and lead.user_id.id),
'type': 'opportunity',
- 'stage_id': stage_ids and stage_ids[0] or False,
+ 'stage_id': stage_id or False,
'date_action': time.strftime('%Y-%m-%d %H:%M:%S'),
- 'partner_address_id': len(customer.address_id) and customer.address_id[0] or False
+ 'partner_address_id': contact_id
}
- def _convert_opportunity_notification(self, cr, uid, lead, context=context):
+ def _convert_opportunity_notification(self, cr, uid, lead, context=None):
success_message = _("Lead '%s' has been converted to an opportunity.") % lead.name
self.message_append(cr, uid, [lead.id], success_message, body_text=success_message, context=context)
- self.log(cr, uid, [lead.id], success_message)
+ self.log(cr, uid, lead.id, success_message)
self._send_mail_to_salesman(cr, uid, lead, context=context)
return True
- def convert_opportunity(self, cr, uid, ids, partner_id, mass_convert=False, merge=False, context=None):
+ 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 = partner.browse(cr, uid, partner_id, context=context)
-
+ customer = False
+ if partner_id:
+ customer = partner.browse(cr, uid, partner_id, context=context)
for lead in self.browse(cr, uid, ids, context=context):
- vals = self._convert_opportunity_data(lead)
+ 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_notification(cr, uid, lead, context=context)
#TOCHECK: why need to change partner details in all messages of lead ?
if lead.partner_id:
mail_message.write(cr, uid, msg_ids, {
'partner_id': lead.partner_id.id
}, context=context)
- return True
+ return True
def _lead_create_partner(self, cr, uid, lead, context=None):
partner = self.pool.get('res.partner')
'name': lead.partner_name or lead.contact_name or lead.name,
'user_id': lead.user_id.id,
'comment': lead.description,
+ 'section_id': lead.section_id.id or False,
'address': []
})
return partner_id
- def _lead_assign_partner(self, cr, uid, ids, partner_id, context=None):
- return self.write(cr, uid, ids, {'partner_id' : partner_id}, context=context)
+ 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, 'partner_address_id': contact_id}, context=context)
+
+ return res
def _lead_create_partner_address(self, cr, uid, lead, partner_id, context=None):
address = self.pool.get('res.partner.address')
'name': lead.contact_name,
'phone': lead.phone,
'mobile': lead.mobile,
- 'email': lead.email_from,
+ '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,
'state_id': lead.state_id and lead.state_id.id or False,
})
- def convert_partner(self, cr, uid, ids, action='new', partner_id=False, context=None):
+ def convert_partner(self, cr, uid, ids, action='create', partner_id=False, context=None):
"""
This function convert partner based on action.
- if action is 'new', create new partner with contact and assign lead to new partner_id.
+ if action is 'create', create new partner with contact and assign lead to new partner_id.
otherwise assign lead to specified partner_id
"""
if context is None:
context = {}
- partner_ids = []
+ partner_ids = {}
for lead in self.browse(cr, uid, ids, context=context):
- if action == 'create':
- partner_id = self._lead_create_partner(cr, uid, lead, context=context)
- self._lead_assign_partner(cr, uid, [lead.id], partner_id, context=context)
- partner_ids.append(partner_id)
+ if action == 'create':
+ if not partner_id:
+ partner_id = self._lead_create_partner(cr, uid, lead, context=context)
+ self._lead_create_partner_address(cr, uid, lead, partner_id, context=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):
self.write(cr, uid, [lead_id], value, context=context)
return True
+ 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')
+ """
+ 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_address_id': lead.partner_address_id and lead.partner_address_id.id or False,
+ 'partner_phone' : phone or lead.phone or (lead.partner_address_id and lead.partner_address_id.phone or False),
+ 'partner_mobile' : lead.partner_address_id and lead.partner_address_id.mobile or False,
+ 'priority': lead.priority,
+ }
+
+ new_id = phonecall.create(cr, uid, vals, context=context)
+ phonecall.case_open(cr, uid, [new_id])
+ if action == 'log':
+ phonecall.case_close(cr, uid, [new_id])
+ phonecall_dict[lead.id] = new_id
+ 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
- opportunity_view_form = models_data._get_id(
- cr, uid, 'crm', 'crm_case_form_view_oppor')
- opportunity_view_tree = models_data._get_id(
- cr, uid, 'crm', 'crm_case_tree_view_oppor')
- if opportunity_view_form:
- opportunity_view_form = models_data.browse(
- cr, uid, opportunity_view_form, context=context).res_id
- if opportunity_view_tree:
- opportunity_view_tree = models_data.browse(
- cr, uid, opportunity_view_tree, context=context).res_id
-
+ 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',
'domain': [('type', '=', 'opportunity')],
'res_id': int(opportunity_id),
'view_id': False,
- 'views': [(opportunity_view_form, 'form'),
- (opportunity_view_tree, 'tree'),
+ '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 button_convert_opportunity(self, cr, uid, ids, context=None):
- """ Precomputation for converting lead to opportunity
- """
- if context is None:
- context = {}
- context.update({'active_ids': ids})
-
- data_obj = self.pool.get('ir.model.data')
- value = {}
-
-
- 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
-
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)
self.write(cr, uid, [res_id], vals, context)
return res_id
- def message_update(self, cr, uid, ids, msg, vals={}, default_act='pending', context=None):
+ 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):
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):
- data_obj = self.pool.get('ir.model.data')
-
# Get meeting views
- result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_meetings_filter')
- res = data_obj.read(cr, uid, result, ['res_id'])
- id1 = data_obj._get_id(cr, uid, 'crm', 'crm_case_calendar_view_meet')
- id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_form_view_meet')
- id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_tree_view_meet')
- if id1:
- id1 = data_obj.browse(cr, uid, id1, context=context).res_id
- if id2:
- id2 = data_obj.browse(cr, uid, id2, context=context).res_id
- if id3:
- id3 = data_obj.browse(cr, uid, id3, context=context).res_id
-
- context = {
+ 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_email_from': opp.email_from,
'default_state': 'open',
'default_name': opp.name
- }
+ })
value = {
'name': _('Meetings'),
'context': context,
'view_mode': 'calendar,form,tree',
'res_model': 'crm.meeting',
'view_id': False,
- 'views': [(id1, 'calendar'), (id2, 'form'), (id3, 'tree')],
+ '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': res['res_id'],
+ 'search_view_id': search_view and search_view[1] or False,
'nodestroy': True
}
return value
projects / odoo / odoo.git / blobdiff