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 = ['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):
+ if isinstance(ids, (int, long)):
+ ids = [ids]
+ return [(r['id'], tools.ustr(r[self._rec_name]))
+ for r in self.read(cr, user, ids, [self._rec_name], context)]
+
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
'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)]"),
- 'channel_id': fields.many2one('res.partner.canal', 'Channel'),
-
+ 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 that will be created while converting the 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"),
+ 'type':fields.selection([ ('lead','Lead'), ('opportunity','Opportunity'), ],'Type', help="Type is used to separate Leads and Opportunities"),
'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
'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
+ 'partner_address_id': fields.many2one('res.partner.address', 'Partner Contact', domain="[('partner_id','=',partner_id)]"),
+ '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'),
+ '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_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),
+ }
_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 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 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_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)
- 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])
+ def stage_find_won(self, cr, uid, section_id):
+ return self.stage_find_percent(cr, uid, 100.0, section_id)
+
+ def case_open(self, cr, uid, ids, *args):
+ for l in self.browse(cr, uid, ids):
+ # When coming from draft override date and stage otherwise just set state
+ if l.state == 'draft':
+ if l.type == 'lead':
+ message = _("The lead '%s' has been opened.") % l.name
+ elif l.type == 'opportunity':
+ message = _("The opportunity '%s' has been opened.") % l.name
+ else:
+ message = _("The case '%s' has been opened.") % l.name
+ self.log(cr, uid, l.id, message)
+ value = {'date_open': time.strftime('%Y-%m-%d %H:%M:%S')}
+ self.write(cr, uid, [l.id], value)
+ if l.type == 'opportunity' and not l.stage_id:
+ stage_id = self.stage_find(cr, uid, l.section_id.id or False, [('sequence','>',0)])
+ if stage_id:
+ self.stage_set(cr, uid, [l.id], stage_id)
res = super(crm_lead, self).case_open(cr, uid, ids, *args)
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, *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
- """
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)
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_cancel(self, cr, uid, ids, *args):
+ """Overrides cancel for crm_case for setting probability
"""
- if context is None:
- context = {}
- context.update({'active_ids': ids})
+ res = super(crm_lead, self).case_cancel(cr, uid, ids, args)
+ self.write(cr, uid, ids, {'probability' : 0.0})
+ return res
- data_obj = self.pool.get('ir.model.data')
- value = {}
+ def case_reset(self, cr, uid, ids, *args):
+ """Overrides reset as draft in order to set the stage field as empty
+ """
+ res = super(crm_lead, self).case_reset(cr, uid, ids, *args)
+ self.write(cr, uid, ids, {'stage_id': False, 'probability': 0.0})
+ return res
- view_id = False
+ def case_mark_lost(self, cr, uid, ids, *args):
+ """Mark the case as lost: state = done and probability = 0%
+ """
+ res = super(crm_lead, self).case_close(cr, uid, ids, *args)
+ self.write(cr, uid, ids, {'probability' : 0.0})
+ for l in self.browse(cr, uid, ids):
+ stage_id = self.stage_find_lost(cr, uid, l.section_id.id or False)
+ if stage_id:
+ self.stage_set(cr, uid, [l.id], stage_id)
+ message = _("The opportunity '%s' has been marked as lost.") % l.name
+ self.log(cr, uid, l.id, message)
+ return res
- 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 case_mark_won(self, cr, uid, ids, *args):
+ """Mark the case as lost: state = done and probability = 0%
+ """
+ res = super(crm_lead, self).case_close(cr, uid, ids, *args)
+ self.write(cr, uid, ids, {'probability' : 100.0})
+ for l in self.browse(cr, uid, ids):
+ stage_id = self.stage_find_won(cr, uid, l.section_id.id or False)
+ if stage_id:
+ self.stage_set(cr, uid, [l.id], stage_id)
+ message = _("The opportunity '%s' has been been won.") % l.name
+ self.log(cr, uid, l.id, message)
+ return res
- def write(self, cr, uid, ids, vals, context=None):
- if not context:
+ 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, *args):
+ """Set lead priority to high
+ """
+ return self.set_priority(cr, uid, ids, '1')
+
+ def set_normal_priority(self, cr, uid, ids, *args):
+ """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 = {}
+ #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(cr, uid, [opportunity_id], subject, body_text=details, context=context)
+
+ 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)
- if 'date_closed' in vals:
- return super(crm_lead,self).write(cr, uid, ids, vals, context=context)
+ return True
- 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)
+ 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
+
+ return True
- 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
-
- def message_new(self, cr, uid, msg, context=None):
+ def merge_opportunity(self, cr, uid, ids, context=None):
"""
- Automatically calls when new email message arrives
+ To merge opportunities
+ :param ids: list of opportunities ids to merge
+ """
+ if context is None: context = {}
+
+ #TOCHECK: where pass lead_ids in context?
+ lead_ids = context and context.get('lead_ids', []) or []
+
+ if len(ids) <= 1:
+ raise osv.except_osv(_('Warning !'),_('Please select more than one opportunities.'))
+
+ 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',
+ '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)
+
+ #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'),
+ 'partner_address_id': contact_id
+ }
+ 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._send_mail_to_salesman(cr, uid, lead, 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 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_notification(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 _lead_create_partner(self, cr, uid, lead, context=None):
+ partner = self.pool.get('res.partner')
+ partner_id = partner.create(cr, uid, {
+ '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_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')
+ return address.create(cr, uid, {
+ 'partner_id': partner_id,
+ 'name': lead.contact_name,
+ '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,
+ })
+
+ 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
+ """
+ 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._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):
+ """
+ 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
+
+ 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):
"""
- mailgate_pool = self.pool.get('email.server.tools')
+ 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
+ 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()):
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):
"""
- return True
+ 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 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 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 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 'stage_id' in vals and vals['stage_id']:
+ stage_obj = self.pool.get('crm.case.stage').browse(cr, uid, vals['stage_id'], context=context)
+ text = _("Changed Stage to: %s") % stage_obj.name
+ self.message_append(cr, uid, ids, text, body_text=text, context=context)
+ 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)
crm_lead()
projects / odoo / odoo.git / blobdiff