[REF] crm_phonecall: refactored case management (directly in write + clickable status...
[odoo/odoo.git] / addons / crm / crm_lead.py
index 701a967..3fe9e13 100644 (file)
 #
 ##############################################################################
 
-from openerp.addons.base_status.base_stage import base_stage
 import crm
 from datetime import datetime
 from operator import itemgetter
-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
-
 from openerp.addons.base.res.res_partner import format_address
+from openerp.osv import fields, osv, orm
+from openerp.tools import html2plaintext
+from openerp.tools.translate import _
 
 CRM_LEAD_FIELDS_TO_MERGE = ['name',
     'partner_id',
@@ -62,13 +60,9 @@ CRM_LEAD_FIELDS_TO_MERGE = ['name',
     'email_from',
     'email_cc',
     'partner_name']
-CRM_LEAD_PENDING_STATES = (
-    crm.AVAILABLE_STATES[2][0], # Cancelled
-    crm.AVAILABLE_STATES[3][0], # Done
-    crm.AVAILABLE_STATES[4][0], # Pending
-)
 
-class crm_lead(base_stage, format_address, osv.osv):
+
+class crm_lead(format_address, osv.osv):
     """ CRM Lead Case """
     _name = "crm.lead"
     _description = "Lead/Opportunity"
@@ -76,13 +70,11 @@ class crm_lead(base_stage, format_address, osv.osv):
     _inherit = ['mail.thread', 'ir.needaction_mixin']
 
     _track = {
-        'state': {
-            'crm.mt_lead_create': lambda self, cr, uid, obj, ctx=None: obj['state'] == 'new',
-            '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_create': lambda self, cr, uid, obj, ctx=None: obj.probability == 0 and obj.stage_id and obj.stage_id.sequence == 1,
+            'crm.mt_lead_stage': lambda self, cr, uid, obj, ctx=None: (obj.stage_id and obj.stage_id.sequence != 1) and obj.probability < 100,
+            'crm.mt_lead_won': lambda self, cr, uid, obj, ctx=None: obj.probability == 100 and obj.stage_id and obj.stage_id.on_change,
+            'crm.mt_lead_lost': lambda self, cr, uid, obj, ctx=None: obj.probability == 0 and obj.stage_id and obj.stage_id.sequence != 1,
         },
     }
 
@@ -93,18 +85,6 @@ class crm_lead(base_stage, format_address, osv.osv):
         context['empty_list_help_document_name'] = _("leads")
         return super(crm_lead, self).get_empty_list_help(cr, uid, help, context=context)
 
-    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)
-
     def _get_default_section_id(self, cr, uid, context=None):
         """ Gives default section by checking if present in the context """
         return self._resolve_section_id_from_context(cr, uid, context=context) or False
@@ -112,7 +92,7 @@ class crm_lead(base_stage, format_address, osv.osv):
     def _get_default_stage_id(self, cr, uid, context=None):
         """ Gives default stage_id """
         section_id = self._get_default_section_id(cr, uid, context=context)
-        return self.stage_find(cr, uid, [], section_id, [('state', '=', 'draft')], context=context)
+        return self.stage_find(cr, uid, [], section_id, [('sequence', '=', '1')], context=context)
 
     def _resolve_section_id_from_context(self, cr, uid, context=None):
         """ Returns ID of section based on the value of 'section_id'
@@ -124,8 +104,7 @@ class crm_lead(base_stage, format_address, osv.osv):
         if type(context.get('default_section_id')) in (int, long):
             return context.get('default_section_id')
         if isinstance(context.get('default_section_id'), basestring):
-            section_name = context['default_section_id']
-            section_ids = self.pool.get('crm.case.section').name_search(cr, uid, name=section_name, context=context)
+            section_ids = self.pool.get('crm.case.section').name_search(cr, uid, name=context['default_section_id'], context=context)
             if len(section_ids) == 1:
                 return int(section_ids[0][0])
         return None
@@ -164,7 +143,7 @@ class crm_lead(base_stage, format_address, osv.osv):
         stage_ids = stage_obj._search(cr, uid, search_domain, 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])))
+        result.sort(lambda x, y: cmp(stage_ids.index(x[0]), stage_ids.index(y[0])))
 
         fold = {}
         for stage in stage_obj.browse(cr, access_rights_uid, stage_ids, context=context):
@@ -172,7 +151,7 @@ class crm_lead(base_stage, format_address, osv.osv):
         return result, fold
 
     def fields_view_get(self, cr, user, view_id=None, view_type='form', context=None, toolbar=False, submenu=False):
-        res = super(crm_lead,self).fields_view_get(cr, user, view_id, view_type, context, toolbar=toolbar, submenu=submenu)
+        res = super(crm_lead, self).fields_view_get(cr, user, view_id, view_type, context, toolbar=toolbar, submenu=submenu)
         if view_type == 'form':
             res['arch'] = self.fields_view_get_address(cr, user, res['arch'], context=context)
         return res
@@ -234,17 +213,6 @@ class crm_lead(base_stage, format_address, osv.osv):
                 res[lead.id][field] = abs(int(duration))
         return res
 
-    def _history_search(self, cr, uid, obj, name, args, context=None):
-        res = []
-        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:
-            return [('id', 'in', lead_ids)]
-        else:
-            return [('id', '=', '0')]
-
     _columns = {
         'partner_id': fields.many2one('res.partner', 'Partner', ondelete='set null', track_visibility='onchange',
             select=True, help="Linked partner (optional). Usually created when converting the lead."),
@@ -257,10 +225,10 @@ class crm_lead(base_stage, format_address, osv.osv):
         'email_from': fields.char('Email', size=128, help="Email address of the contact", select=1),
         'section_id': fields.many2one('crm.case.section', 'Sales Team',
                         select=True, track_visibility='onchange', 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"),
+        'create_date': fields.datetime('Creation Date', readonly=True),
+        'email_cc': fields.text('Global CC', 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),
+        'write_date': fields.datetime('Update Date', readonly=True),
         'categ_ids': fields.many2many('crm.case.categ', 'crm_lead_category_rel', 'lead_id', 'category_id', 'Categories', \
             domain="['|',('section_id','=',section_id),('section_id','=',False), ('object_id.model', '=', 'crm.lead')]"),
         'type_id': fields.many2one('crm.case.resource.type', 'Campaign', \
@@ -278,17 +246,15 @@ class crm_lead(base_stage, format_address, osv.osv):
                         domain="['&', ('section_ids', '=', section_id), '|', ('type', '=', type), ('type', '=', 'both')]"),
         '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),
+        'date_open': fields.datetime('Assigned', readonly=True),
         'day_open': fields.function(_compute_day, string='Days to Open', \
                                 multi='day_open', type="float", store=True),
         'day_close': fields.function(_compute_day, string='Days to Close', \
                                 multi='day_close', type="float", store=True),
-        'state': fields.related('stage_id', 'state', type="selection", store=True,
-                selection=crm.AVAILABLE_STATES, string="Status", readonly=True,
-                help='The Status is set to \'Draft\', when a case is created. If the case is in progress the Status is set to \'Open\'. When the case is over, the Status is set to \'Done\'. If the case needs to be reviewed then the Status is  set to \'Pending\'.'),
+        'date_last_stage_update': fields.datetime('Last Stage Update', select=True),
 
         # Only used for type opportunity
-        'probability': fields.float('Success Rate (%)',group_operator="avg"),
+        'probability': fields.float('Success Rate (%)', group_operator="avg"),
         'planned_revenue': fields.float('Expected Revenue', track_visibility='always'),
         'ref': fields.reference('Reference', selection=crm._links_get, size=128),
         'ref2': fields.reference('Reference 2', selection=crm._links_get, size=128),
@@ -324,13 +290,13 @@ class crm_lead(base_stage, format_address, osv.osv):
     _defaults = {
         'active': 1,
         'type': 'lead',
-        'user_id': lambda s, cr, uid, c: s._get_default_user(cr, uid, c),
-        'email_from': lambda s, cr, uid, c: s._get_default_email(cr, uid, c),
+        'user_id': lambda s, cr, uid, c: uid,
         'stage_id': lambda s, cr, uid, c: s._get_default_stage_id(cr, uid, c),
         'section_id': lambda s, cr, uid, c: s._get_default_section_id(cr, uid, c),
         '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,
+        'date_last_stage_update': fields.datetime.now(),
     }
 
     _sql_constraints = [
@@ -339,57 +305,40 @@ class crm_lead(base_stage, format_address, osv.osv):
 
     def onchange_stage_id(self, cr, uid, ids, stage_id, context=None):
         if not stage_id:
-            return {'value':{}}
-        stage = self.pool.get('crm.case.stage').browse(cr, uid, stage_id, context)
+            return {'value': {}}
+        stage = self.pool.get('crm.case.stage').browse(cr, uid, stage_id, context=context)
         if not stage.on_change:
-            return {'value':{}}
-        return {'value':{'probability': stage.probability}}
+            return {'value': {}}
+        return {'value': {'probability': stage.probability}}
 
-    def on_change_partner(self, cr, uid, ids, partner_id, context=None):
-        result = {}
+    def on_change_partner_id(self, cr, uid, ids, partner_id, context=None):
         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,
+                '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}
+        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. """
-        section_id = False
-        if user_id:
+        section_id = self._get_default_section_id(cr, uid, context=context) or False
+        if user_id and not section_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:
                 section_id = section_ids[0]
         return {'value': {'section_id': section_id}}
 
-    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
-        """
-        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\')',
-                (time.strftime("%Y-%m-%d %H:%M:%S"),
-                    time.strftime('%Y-%m-%d %H:%M:%S')))
-
-        ids2 = map(lambda x: x[0], cr.fetchall() or [])
-        cases = self.browse(cr, uid, ids2, context=context)
-        return self._action(cr, uid, cases, False, context=context)
-
     def stage_find(self, cr, uid, cases, section_id, domain=None, order='sequence', context=None):
         """ Override of the base.stage method
             Parameter of the stage search taken from the lead:
@@ -401,16 +350,16 @@ class crm_lead(base_stage, format_address, osv.osv):
         if isinstance(cases, (int, long)):
             cases = self.browse(cr, uid, cases, context=context)
         # collect all section_ids
-        section_ids = []
+        section_ids = set()
         types = ['both']
-        if not cases :
-            type = context.get('default_type')
-            types += [type]
+        if not cases:
+            ctx_type = context.get('default_type')
+            types += [ctx_type]
         if section_id:
-            section_ids.append(section_id)
+            section_ids.add(section_id)
         for lead in cases:
             if lead.section_id:
-                section_ids.append(lead.section_id.id)
+                section_ids.add(lead.section_id.id)
             if lead.type not in types:
                 types.append(lead.type)
         # OR all section_ids and OR with case_default
@@ -419,8 +368,7 @@ class crm_lead(base_stage, format_address, osv.osv):
             search_domain += [('|')] * len(section_ids)
             for section_id in section_ids:
                 search_domain.append(('section_ids', '=', section_id))
-        else:
-            search_domain.append(('case_default', '=', True))
+        search_domain.append(('case_default', '=', True))
         # AND with cases types
         search_domain.append(('type', 'in', types))
         # AND with the domain in parameter
@@ -431,48 +379,58 @@ class crm_lead(base_stage, format_address, osv.osv):
             return stage_ids[0]
         return False
 
-    def case_cancel(self, cr, uid, ids, context=None):
-        """ Overrides case_cancel from base_stage to set probability """
-        res = super(crm_lead, self).case_cancel(cr, uid, ids, context=context)
-        self.write(cr, uid, ids, {'probability' : 0.0}, context=context)
-        return res
-
-    def case_reset(self, cr, uid, ids, context=None):
-        """ Overrides case_reset from base_stage to set probability """
-        res = super(crm_lead, self).case_reset(cr, uid, ids, context=context)
-        self.write(cr, uid, ids, {'probability': 0.0}, context=context)
-        return res
-
     def case_mark_lost(self, cr, uid, ids, context=None):
         """ Mark the case as lost: state=cancel and probability=0 """
         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)
+            stage_id = self.stage_find(cr, uid, [lead], lead.section_id.id or False, [('probability', '=', 0.0), ('on_change', '=', True), ('sequence', '>', 1)], 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)
-        return True
+                return self.write(cr, uid, [lead.id], {'stage_id': stage_id}, context=context)
+            else:
+                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.'))
 
     def case_mark_won(self, cr, uid, ids, context=None):
         """ Mark the case as won: state=done and probability=100 """
         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)
+            stage_id = self.stage_find(cr, uid, [lead], lead.section_id.id or False, [('probability', '=', 100.0), ('on_change', '=', True), ('sequence', '>', 1)], 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)
+                return self.write(cr, uid, [lead.id], {'stage_id': stage_id}, context=context)
+            else:
+                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.'))
+
+    def case_escalate(self, cr, uid, ids, context=None):
+        """ Escalates case to parent level """
+        for case in self.browse(cr, uid, ids, context=context):
+            data = {'active': True}
+            if case.section_id.parent_id:
+                data['section_id'] = case.section_id.parent_id.id
+                if case.section_id.parent_id.change_responsible:
+                    if case.section_id.parent_id.user_id:
+                        data['user_id'] = case.section_id.parent_id.user_id.id
+            else:
+                raise osv.except_osv(_('Error!'), _("You are already at the top level of your sales-team category.\nTherefore you cannot escalate furthermore."))
+            self.write(cr, uid, [case.id], data, context=context)
         return True
 
-    def set_priority(self, cr, uid, ids, priority):
+    def set_priority(self, cr, uid, ids, priority, context=None):
         """ Set lead priority
         """
-        return self.write(cr, uid, ids, {'priority' : priority})
+        return self.write(cr, uid, ids, {'priority': priority}, context=context)
 
     def set_high_priority(self, cr, uid, ids, context=None):
         """ Set lead priority to high
         """
-        return self.set_priority(cr, uid, ids, '1')
+        return self.set_priority(cr, uid, ids, '1', context=context)
 
     def set_normal_priority(self, cr, uid, ids, context=None):
         """ Set lead priority to normal
         """
-        return self.set_priority(cr, uid, ids, '3')
+        return self.set_priority(cr, uid, ids, '3', context=context)
 
     def _merge_get_result_type(self, cr, uid, opps, context=None):
         """
@@ -629,7 +587,7 @@ class crm_lead(base_stage, format_address, osv.osv):
                 attachment.write(values)
         return True
 
-    def merge_opportunity(self, cr, uid, ids, context=None):
+    def merge_opportunity(self, cr, uid, ids, user_id=False, section_id=False, context=None):
         """
         Different cases of merge:
         - merge leads together = 1 new lead
@@ -648,7 +606,8 @@ class crm_lead(base_stage, format_address, osv.osv):
         sequenced_opps = []
         for opportunity in opportunities:
             sequence = -1
-            if opportunity.stage_id and opportunity.stage_id.state != 'cancel':
+            # TDE: was "if opportunity.stage_id and opportunity.stage_id.state != 'cancel':"
+            if opportunity.probability == 0 and opportunity.stage_id and opportunity.stage_id.sequence != 1 and opportunity.stage_id.fold:
                 sequence = opportunity.stage_id.sequence
             sequenced_opps.append(((int(sequence != -1 and opportunity.type == 'opportunity'), sequence, -opportunity.id), opportunity))
 
@@ -663,6 +622,11 @@ class crm_lead(base_stage, format_address, osv.osv):
         fields = list(CRM_LEAD_FIELDS_TO_MERGE)
         merged_data = self._merge_data(cr, uid, ids, highest, fields, context=context)
 
+        if user_id:
+            merged_data['user_id'] = user_id
+        if section_id:
+            merged_data['section_id'] = section_id
+
         # Merge messages and attachements into the first opportunity
         self._merge_opportunity_history(cr, uid, highest.id, tail_opportunities, context=context)
         self._merge_opportunity_attachments(cr, uid, highest.id, tail_opportunities, context=context)
@@ -678,8 +642,9 @@ class crm_lead(base_stage, format_address, osv.osv):
                 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
 
@@ -703,7 +668,7 @@ class crm_lead(base_stage, format_address, osv.osv):
             'phone': customer and customer.phone or lead.phone,
         }
         if not lead.stage_id or lead.stage_id.type=='lead':
-            val['stage_id'] = self.stage_find(cr, uid, [lead], section_id, [('state', '=', 'draft'),('type', 'in', ('opportunity','both'))], context=context)
+            val['stage_id'] = self.stage_find(cr, uid, [lead], section_id, [('sequence', '=', '1'), ('type', 'in', ('opportunity','both'))], context=context)
         return val
 
     def convert_opportunity(self, cr, uid, ids, partner_id, user_ids=False, section_id=False, context=None):
@@ -712,11 +677,11 @@ class crm_lead(base_stage, format_address, osv.osv):
             partner = self.pool.get('res.partner')
             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'):
+            # TDE: was if lead.state in ('done', 'cancel'):
+            if (lead.probability == '100') or (lead.probability == '0' 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)
-        self.message_post(cr, uid, ids, body=_("Lead <b>converted into an Opportunity</b>"), subtype="crm.mt_lead_convert_to_opportunity", context=context)
 
         if user_ids or section_id:
             self.allocate_salesman(cr, uid, ids, user_ids, section_id, context=context)
@@ -865,9 +830,9 @@ class crm_lead(base_stage, format_address, osv.osv):
                 'priority': lead.priority,
             }
             new_id = phonecall.create(cr, uid, vals, context=context)
-            phonecall.case_open(cr, uid, [new_id], context=context)
+            phonecall.write(cr, uid, [new_id], {'state': 'open'}, context=context)
             if action == 'log':
-                phonecall.case_close(cr, uid, [new_id], context=context)
+                phonecall.write(cr, uid, [new_id], {'state': 'done'}, 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
@@ -930,50 +895,28 @@ class crm_lead(base_stage, format_address, osv.osv):
         }
         return res
 
+    def create(self, cr, uid, vals, context=None):
+        if context is None:
+            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 write(self, cr, uid, ids, vals, context=None):
+        # stage change: update date_last_stage_update
+        if 'stage_id' in vals:
+            vals['date_last_stage_update'] = fields.datetime.now()
+        # stage change with new stage: update probability
         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)
-            if stage.on_change:
-                vals['probability'] = stage.probability
+            onchange_stage_values = self.onchange_stage_id(cr, uid, ids, vals.get('stage_id'), context=context)['value']
+            vals.update(onchange_stage_values)
         return super(crm_lead, self).write(cr, uid, ids, vals, 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
-        '''
-        assert len(ids) == 1, 'This option should only be used for a single id at a time.'
-        ir_model_data = self.pool.get('ir.model.data')
-        try:
-            template_id = ir_model_data.get_object_reference(cr, uid, 'crm', 'email_template_opportunity_mail')[1]
-        except ValueError:
-            template_id = False
-        try:
-            compose_form_id = ir_model_data.get_object_reference(cr, uid, 'mail', 'email_compose_message_wizard_form')[1]
-        except ValueError:
-            compose_form_id = False
-        if context is None:
-            context = {}
-        ctx = context.copy()
-        ctx.update({
-            'default_model': 'crm.lead',
-            'default_res_id': ids[0],
-            'default_use_template': bool(template_id),
-            'default_template_id': template_id,
-            'default_composition_mode': 'comment',
-        })
-        return {
-            'name': _('Compose Email'),
-            'type': 'ir.actions.act_window',
-            'view_type': 'form',
-            'view_mode': 'form',
-            'res_model': 'mail.compose.message',
-            'views': [(compose_form_id, 'form')],
-            'view_id': compose_form_id,
-            'target': 'new',
-            'context': ctx,
-        }
-
     # ----------------------------------------
     # Mail Gateway
     # ----------------------------------------
@@ -983,6 +926,16 @@ class crm_lead(base_stage, format_address, osv.osv):
         return [lead.section_id.message_get_reply_to()[0] if lead.section_id else False
                     for lead in self.browse(cr, SUPERUSER_ID, ids, context=context)]
 
+    def _get_formview_action(self, cr, uid, id, context=None):
+        action = super(crm_lead, self)._get_formview_action(cr, uid, id, context=context)
+        obj = self.browse(cr, uid, id, context=context)
+        if obj.type == 'opportunity':
+            model, view_id = self.pool.get('ir.model.data').get_object_reference(cr, uid, 'crm', 'crm_case_form_view_oppor')
+            action.update({
+                'views': [(view_id, 'form')],
+                })
+        return action
+
     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)
         try:
@@ -1012,7 +965,7 @@ class crm_lead(base_stage, format_address, osv.osv):
             'user_id': False,
         }
         if msg.get('author_id'):
-            defaults.update(self.on_change_partner(cr, uid, None, msg.get('author_id'), context=context)['value'])
+            defaults.update(self.on_change_partner_id(cr, uid, None, msg.get('author_id'), context=context)['value'])
         if msg.get('priority') in dict(crm.AVAILABLE_PRIORITIES):
             defaults['priority'] = msg.get('priority')
         defaults.update(custom_values)