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
import time
from openerp import tools
from openerp.tools.translate import _
from openerp.tools import html2plaintext
-from base.res.res_partner import format_address
+from openerp.addons.base.res.res_partner import format_address
CRM_LEAD_FIELDS_TO_MERGE = ['name',
'partner_id',
'country_id',
'section_id',
'state_id',
+ 'stage_id',
'type_id',
'user_id',
'title',
},
}
+ def get_empty_list_help(self, cr, uid, help, context=None):
+ if context.get('default_type') == 'lead':
+ context['empty_list_help_model'] = 'crm.case.section'
+ context['empty_list_help_id'] = context.get('default_section_id')
+ context['empty_list_help_document_name'] = _("leads")
+ return super(crm_lead, self).get_empty_list_help(cr, uid, help, context=context)
+
+ def onchange_user_id(self, cr, uid, ids, section_id, 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 len(section_ids) > 0 and section_id not in section_ids:
+ section_id = section_ids[0]
+ return {'value': {'section_id': section_id}}
+
def create(self, cr, uid, vals, context=None):
if context is None:
context = {}
'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 company that will be created while converting the lead into opportunity', select=1),
- 'opt_out': fields.boolean('Opt-Out', oldname='optout', help="If opt-out is checked, this contact has refused to receive emails or unsubscribed to a campaign."),
+ 'opt_out': fields.boolean('Opt-Out', oldname='optout',
+ help="If opt-out is checked, this contact has refused to receive emails for mass mailing and marketing campaign. "
+ "Filter 'Available for Mass Mailing' allows users to filter the leads when performing mass mailing."),
'type':fields.selection([ ('lead','Lead'), ('opportunity','Opportunity'), ],'Type', help="Type is used to separate Leads and Opportunities"),
'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority', select=True),
'date_closed': fields.datetime('Closed', readonly=True),
return res and res.id or False
def _concat_all(attr):
- return ', '.join(filter(lambda x: x, [getattr(opp, attr) or '' for opp in opportunities if hasattr(opp, attr)]))
+ return '\n\n'.join(filter(lambda x: x, [getattr(opp, attr) or '' for opp in opportunities if hasattr(opp, attr)]))
# Process the fields' values
data = {}
subject = [merge_message]
for opportunity in opportunities:
subject.append(opportunity.name)
- title = "%s : %s" % (merge_message, opportunity.name)
- details.append(self._mail_body(cr, uid, opportunity, CRM_LEAD_FIELDS_TO_MERGE, title=title, context=context))
+ title = "%s : %s" % (opportunity.type == 'opportunity' and _('Merged opportunity') or _('Merged lead'), opportunity.name)
+ fields = list(CRM_LEAD_FIELDS_TO_MERGE)
+ details.append(self._mail_body(cr, uid, opportunity, fields, title=title, context=context))
# Chatter message's subject
subject = subject[0] + ": " + ", ".join(subject[1:])
return True
def _merge_opportunity_attachments(self, cr, uid, opportunity_id, opportunities, context=None):
- attachment = self.pool.get('ir.attachment')
+ attach_obj = 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)
+ attachment_ids = attach_obj.search(cr, uid, [('res_model', '=', self._name), ('res_id', '=', opportunity_id)], context=context)
+ return attach_obj.browse(cr, uid, attachment_ids, context=context)
- count = 1
first_attachments = _get_attachments(opportunity_id)
+ #counter of all attachments to move. Used to make sure the name is different for all attachments
+ count = 1
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
-
+ for attachment in attachments:
+ values = {'res_id': opportunity_id,}
+ for attachment_in_first in first_attachments:
+ if attachment.name == attachment_in_first.name:
+ name = "%s (%s)" % (attachment.name, count,),
+ count+=1
+ attachment.write(values)
return True
def merge_opportunity(self, cr, uid, ids, context=None):
opportunities = self.browse(cr, uid, ids, context=context)
sequenced_opps = []
for opportunity in opportunities:
- sequenced_opps.append((opportunity.stage_id and opportunity.stage_id.state != 'cancel' and opportunity.stage_id.sequence or 0, opportunity))
- sequenced_opps.sort(key=lambda tup: tup[0], reverse=True)
- opportunities = [opportunity for sequence, opportunity in sequenced_opps]
+ sequence = -1
+ if opportunity.stage_id and opportunity.stage_id.state != 'cancel':
+ sequence = opportunity.stage_id.sequence
+ sequenced_opps.append(((int(sequence != -1 and opportunity.type == 'opportunity'), sequence, -opportunity.id), opportunity))
+
+ sequenced_opps.sort(reverse=True)
+ opportunities = map(itemgetter(1), sequenced_opps)
ids = [opportunity.id for opportunity in opportunities]
highest = opportunities[0]
opportunities_rest = opportunities[1:]
tail_opportunities = opportunities_rest
- merged_data = self._merge_data(cr, uid, ids, highest, CRM_LEAD_FIELDS_TO_MERGE, context=context)
+ fields = list(CRM_LEAD_FIELDS_TO_MERGE)
+ merged_data = self._merge_data(cr, uid, ids, highest, fields, context=context)
# Merge messages and attachements into the first opportunity
self._merge_opportunity_history(cr, uid, highest.id, tail_opportunities, context=context)
opportunities = [highest]
opportunities.extend(opportunities_rest)
self._merge_notify(cr, uid, highest, 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('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
'parent_id': parent_id,
'phone': lead.phone,
'mobile': lead.mobile,
- 'email': lead.email_from and tools.email_split(lead.email_from)[0],
+ 'email': tools.email_split(lead.email_from) and tools.email_split(lead.email_from)[0] or False,
'fax': lead.fax,
'title': lead.title and lead.title.id or False,
'function': lead.function,
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
+ compose_form_id = False
if context is None:
context = {}
ctx = context.copy()
'default_composition_mode': 'comment',
})
return {
+ 'name': _('Compose Email'),
'type': 'ir.actions.act_window',
'view_type': 'form',
'view_mode': 'form',
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)]
+ 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'))
+ return recipients
+
def message_new(self, cr, uid, msg, custom_values=None, context=None):
""" Overrides mail_thread message_new that is called by the mailgateway
through message_process.
This override updates the document according to the email.
"""
- if custom_values is None: custom_values = {}
-
+ if custom_values is None:
+ custom_values = {}
desc = html2plaintext(msg.get('body')) if msg.get('body') else ''
defaults = {
'name': msg.get('subject') or _("No Subject"),
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'
- else: prefix = 'Scheduled'
- message = _("<b>%s a call</b> for the <em>%s</em>.") % (prefix, phonecall.date)
+ if action == 'log':
+ prefix = 'Logged'
+ else:
+ prefix = 'Scheduled'
+ suffix = ' %s' % phonecall.description
+ message = _("%s a call for %s.%s") % (prefix, phonecall.date, suffix)
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