import crm
from datetime import datetime
from operator import itemgetter
-from openerp.osv import fields, osv
+from openerp.osv import fields, osv, orm
import time
+from openerp import SUPERUSER_ID
from openerp import tools
from openerp.tools.translate import _
from openerp.tools import html2plaintext
_track = {
'state': {
- 'crm.mt_lead_create': lambda self, cr, uid, obj, ctx=None: obj['state'] == 'new',
+ 'crm.mt_lead_create': lambda self, cr, uid, obj, ctx=None: obj['state'] in ['new', 'draft'],
'crm.mt_lead_won': lambda self, cr, uid, obj, ctx=None: obj['state'] == 'done',
'crm.mt_lead_lost': lambda self, cr, uid, obj, ctx=None: obj['state'] == 'cancel',
},
'stage_id': {
- 'crm.mt_lead_stage': lambda self, cr, uid, obj, ctx=None: obj['state'] not in ['new', 'cancel', 'done'],
+ 'crm.mt_lead_stage': lambda self, cr, uid, obj, ctx=None: obj['state'] not in ['new', 'draft', 'cancel', 'done'],
},
}
def create(self, cr, uid, vals, context=None):
if context is None:
context = {}
- if not vals.get('stage_id'):
- ctx = context.copy()
- if vals.get('section_id'):
- ctx['default_section_id'] = vals['section_id']
- if vals.get('type'):
- ctx['default_type'] = vals['type']
- vals['stage_id'] = self._get_default_stage_id(cr, uid, context=ctx)
- return super(crm_lead, self).create(cr, uid, vals, context=context)
+ if vals.get('type') and not context.get('default_type'):
+ context['default_type'] = vals.get('type')
+ if vals.get('section_id') and not context.get('default_section_id'):
+ context['default_section_id'] = vals.get('section_id')
+
+ # context: no_log, because subtype already handle this
+ create_context = dict(context, mail_create_nolog=True)
+ return super(crm_lead, self).create(cr, uid, vals, context=create_context)
def _get_default_section_id(self, cr, uid, context=None):
""" Gives default section by checking if present in the context """
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)
'phone' : partner.phone,
'mobile' : partner.mobile,
'fax' : partner.fax,
+ 'zip': partner.zip,
}
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. """
+ if user_id:
+ section_ids = self.pool.get('crm.case.section').search(cr, uid, ['|', ('user_id', '=', user_id), ('member_ids', '=', user_id)], context=context)
+ if section_ids:
+ return {'value': {'section_id': section_ids[0]}}
+ return {'value': {}}
+
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
for lead in self.browse(cr, uid, ids):
stage_id = self.stage_find(cr, uid, [lead], lead.section_id.id or False, [('probability', '=', 0.0),('on_change','=',True)], context=context)
if stage_id:
- self.case_set(cr, uid, [lead.id], values_to_update={'probability': 0.0}, new_stage_id=stage_id, context=context)
+ self.case_set(cr, uid, [lead.id], values_to_update={'probability': 0.0, 'date_closed': fields.datetime.now()}, new_stage_id=stage_id, context=context)
return True
def case_mark_won(self, cr, uid, ids, context=None):
for lead in self.browse(cr, uid, ids):
stage_id = self.stage_find(cr, uid, [lead], lead.section_id.id or False, [('probability', '=', 100.0),('on_change','=',True)], context=context)
if stage_id:
- self.case_set(cr, uid, [lead.id], values_to_update={'probability': 100.0}, new_stage_id=stage_id, context=context)
+ self.case_set(cr, uid, [lead.id], values_to_update={'probability': 100.0, 'date_closed': fields.datetime.now()}, new_stage_id=stage_id, context=context)
return True
def set_priority(self, cr, uid, ids, priority):
# Merge notifications about loss of information
opportunities = [highest]
opportunities.extend(opportunities_rest)
- self._merge_notify(cr, uid, highest, opportunities, context=context)
+ self._merge_notify(cr, uid, highest.id, opportunities, context=context)
# Check if the stage is in the stages of the sales team. If not, assign the stage with the lowest sequence
- if merged_data.get('type') == 'opportunity' and merged_data.get('section_id'):
- section_stages = self.pool.get('crm.case.section').read(cr, uid, merged_data['section_id'], ['stage_ids'], context=context)
- if merged_data.get('stage_id') not in section_stages['stage_ids']:
- stages_sequences = self.pool.get('crm.case.stage').search(cr, uid, [('id','in',section_stages['stage_ids'])], order='sequence', limit=1, context=context)
- merged_data['stage_id'] = stages_sequences and stages_sequences[0] or False
+ if merged_data.get('section_id'):
+ section_stage_ids = self.pool.get('crm.case.stage').search(cr, uid, [('section_ids', 'in', merged_data['section_id']), ('type', '=', merged_data.get('type'))], order='sequence', context=context)
+ if merged_data.get('stage_id') not in section_stage_ids:
+ merged_data['stage_id'] = section_stage_ids and section_stage_ids[0] or False
# Write merged data into first opportunity
self.write(cr, uid, [highest.id], merged_data, context=context)
- # Delete tail opportunities
- self.unlink(cr, uid, [x.id for x in tail_opportunities], context=context)
+ # Delete tail opportunities
+ # We use the SUPERUSER to avoid access rights issues because as the user had the rights to see the records it should be safe to do so
+ self.unlink(cr, SUPERUSER_ID, [x.id for x in tail_opportunities], context=context)
return highest.id
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:
+ try:
+ res_id = model_data._get_id(cr, uid, 'crm', 'categ_phone2')
categ_id = model_data.browse(cr, uid, res_id, context=context).res_id
+ except ValueError:
+ pass
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
vals['probability'] = stage.probability
return super(crm_lead, self).write(cr, uid, ids, vals, context=context)
+ def copy(self, cr, uid, id, default=None, context=None):
+ if not default:
+ default = {}
+ if not context:
+ context = {}
+ lead = self.browse(cr, uid, id, context=context)
+ local_context = dict(context)
+ local_context.setdefault('default_type', lead.type)
+ local_context.setdefault('default_section_id', lead.section_id)
+ if lead.type == 'opportunity':
+ default['date_open'] = fields.datetime.now()
+ else:
+ default['date_open'] = False
+ default['date_closed'] = False
+ default['stage_id'] = self._get_default_stage_id(cr, uid, local_context)
+ return super(crm_lead, self).copy(cr, uid, id, default, context=context)
+
def new_mail_send(self, cr, uid, ids, context=None):
'''
This function opens a window to compose an email, with the edi sale template message loaded by default
def message_get_reply_to(self, cr, uid, ids, context=None):
""" Override to get the reply_to of the parent project. """
return [lead.section_id.message_get_reply_to()[0] if lead.section_id else False
- for lead in self.browse(cr, uid, ids, context=context)]
+ for lead in self.browse(cr, SUPERUSER_ID, ids, context=context)]
def message_get_suggested_recipients(self, cr, uid, ids, context=None):
recipients = super(crm_lead, self).message_get_suggested_recipients(cr, uid, ids, context=context)
- for lead in self.browse(cr, uid, ids, context=context):
- if lead.partner_id:
- self._message_add_suggested_recipient(cr, uid, recipients, lead, partner=lead.partner_id, reason=_('Customer'))
- elif lead.email_from:
- self._message_add_suggested_recipient(cr, uid, recipients, lead, email=lead.email_from, reason=_('Customer Email'))
+ try:
+ for lead in self.browse(cr, uid, ids, context=context):
+ if lead.partner_id:
+ self._message_add_suggested_recipient(cr, uid, recipients, lead, partner=lead.partner_id, reason=_('Customer'))
+ elif lead.email_from:
+ self._message_add_suggested_recipient(cr, uid, recipients, lead, email=lead.email_from, reason=_('Customer Email'))
+ except (osv.except_osv, orm.except_orm): # no read access rights -> just ignore suggested recipients because this imply modifying followers
+ pass
return recipients
def message_new(self, cr, uid, msg, custom_values=None, context=None):
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'
+ message = _('Logged a call for %(date)s. %(description)s')
+ else:
+ message = _('Scheduled a call for %(date)s. %(description)s')
+ phonecall_date = datetime.strptime(phonecall.date, tools.DEFAULT_SERVER_DATETIME_FORMAT)
+ phonecall_usertime = fields.datetime.context_timestamp(cr, uid, phonecall_date, context=context).strftime(tools.DEFAULT_SERVER_DATETIME_FORMAT)
+ html_time = "<time datetime='%s+00:00'>%s</time>" % (phonecall.date, phonecall_usertime)
+ message = message % dict(date=html_time, description=phonecall.description)
+ return self.message_post(cr, uid, ids, body=message, context=context)
+
+ def log_meeting(self, cr, uid, ids, meeting_subject, meeting_date, duration, context=None):
+ if not duration:
+ duration = _('unknown')
else:
- prefix = 'Scheduled'
- suffix = ' %s' % phonecall.description
- message = _("%s a call for %s.%s") % (prefix, phonecall.date, suffix)
+ duration = str(duration)
+ message = _("Meeting scheduled at '%s'<br> Subject: %s <br> Duration: %s hour(s)") % (meeting_date, meeting_subject, duration)
return self.message_post(cr, uid, ids, body=message, context=context)
def onchange_state(self, cr, uid, ids, state_id, context=None):
projects / odoo / odoo.git / blobdiff