##############################################################################
#
# OpenERP, Open Source Management Solution
-# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
+# Copyright (C) 2004-today OpenERP SA (<http://www.openerp.com>)
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
#
##############################################################################
-from osv import fields, osv
-from datetime import datetime
+import binascii
+from base_status.base_stage import base_stage
import crm
+from datetime import datetime
+from mail.mail_message import to_email
+from osv import fields, osv
import time
-from tools.translate import _
-from crm import crm_case
-import binascii
import tools
-from mail.mail_message import to_email
+from tools.translate import _
CRM_LEAD_PENDING_STATES = (
crm.AVAILABLE_STATES[2][0], # Cancelled
crm.AVAILABLE_STATES[4][0], # Pending
)
-class crm_lead(crm_case, osv.osv):
+class crm_lead(base_stage, osv.osv):
""" CRM Lead Case """
_name = "crm.lead"
_description = "Lead/Opportunity"
_order = "priority,date_action,id desc"
- _inherit = ['mail.thread','res.partner.address']
+ _inherit = ['ir.needaction_mixin', 'mail.thread']
+ _mail_compose_message = True
+
+ 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)
+
+ 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'), ('type', '=', 'both')], context=context)
+
+ def _resolve_section_id_from_context(self, cr, uid, context=None):
+ """ Returns ID of section based on the value of 'section_id'
+ context key, or None if it cannot be resolved to a single
+ Sales Team.
+ """
+ if context is None:
+ context = {}
+ 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)
+ if len(section_ids) == 1:
+ return int(section_ids[0][0])
+ return None
+
+ def _resolve_type_from_context(self, cr, uid, context=None):
+ """ Returns the type (lead or opportunity) from the type context
+ key. Returns None if it cannot be resolved.
+ """
+ if context is None:
+ context = {}
+ return context.get('default_type')
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
+ # lame hack to allow reverting search, should just work in the trivial case
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)
+ # retrieve section_id from the context and write the domain
+ # - ('id', 'in', 'ids'): add columns that should be present
+ # - OR ('case_default', '=', True), ('fold', '=', False): add default columns that are not folded
+ # - OR ('section_ids', '=', section_id), ('fold', '=', False) if section_id: add section columns that are not folded
+ search_domain = []
+ section_id = self._resolve_section_id_from_context(cr, uid, context=context)
+ if section_id:
+ search_domain += ['|', '&', ('section_ids', '=', section_id), ('fold', '=', False)]
+ search_domain += ['|', ('id', 'in', ids), '&', ('case_default', '=', True), ('fold', '=', False)]
+ # retrieve type from the context (if set: choose 'type' or 'both')
+ type = self._resolve_type_from_context(cr, uid, context=context)
+ if type:
+ search_domain += ['|', ('type', '=', type), ('type', '=', 'both')]
+ # perform search
+ 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])))
'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)]
-
- # overridden because if 'base_contact' is installed - their default_get() will remove
- # 'default_type' from context making it impossible to record an 'opportunity'
- def default_get(self, cr, uid, fields_list, context=None):
- return super(osv.osv, self).default_get(cr, uid, fields_list, context=context)
-
def _compute_day(self, cr, uid, ids, fields, args, context=None):
"""
@param cr: the current row, from the database cursor,
return res
_columns = {
- # Overridden from res.partner.address:
'partner_id': fields.many2one('res.partner', 'Partner', ondelete='set null',
select=True, help="Optional linked partner, usually after conversion of the lead"),
'id': fields.integer('ID', readonly=True),
- 'name': fields.char('Name', size=64, select=1),
+ 'name': fields.char('Subject', size=64, required=True, 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", select=1),
+ '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, 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),
-
'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)]", 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 lead 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."),
+ '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_in': fields.boolean('Opt-In', oldname='optin', help="If opt-in is checked, this contact has accepted to receive emails."),
+ '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."),
'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),
- 'stage_id': fields.many2one('crm.case.stage', 'Stage', domain="[('section_ids', '=', section_id)]"),
- 'user_id': fields.many2one('res.users', 'Salesman'),
+ 'stage_id': fields.many2one('crm.case.stage', 'Stage',
+ domain="['&', '|', ('section_ids', '=', section_id), ('case_default', '=', True), '|', ('type', '=', type), ('type', '=', 'both')]"),
+ 'user_id': fields.many2one('res.users', 'Salesperson'),
'referred': fields.char('Referred By', size=64),
'date_open': fields.datetime('Opened', 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.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('mail.message', 'res_id', 'Messages', domain=[('model','=',_name)]),
+ 'state': fields.related('stage_id', 'state', type="selection", store=True,
+ selection=crm.AVAILABLE_STATES, string="State", readonly=True,
+ help='The state is set to \'Draft\', when a case is created.\
+ If the case is in progress the state is set to \'Open\'.\
+ When the case is over, the state is set to \'Done\'.\
+ If the case needs to be reviewed then the state is \
+ set to \'Pending\'.'),
'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"),
+ 'probability': fields.float('Success Rate (%)',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),
'date_deadline': fields.date('Expected Closing'),
'date_action': fields.date('Next Action Date', select=True),
'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),
+ 'partner_address_name': fields.related('partner_id', 'name', type='char', string='Partner Contact Name', readonly=True),
+ 'partner_address_email': fields.related('partner_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),
-
+
+ # Fields for address, due to separation from crm and res.partner
+ 'street': fields.char('Street', size=128),
+ 'street2': fields.char('Street2', size=128),
+ 'zip': fields.char('Zip', change_default=True, size=24),
+ 'city': fields.char('City', size=128),
+ 'state_id': fields.many2one("res.country.state", 'State', domain="[('country_id','=',country_id)]"),
+ 'country_id': fields.many2one('res.country', 'Country'),
+ 'phone': fields.char('Phone', size=64),
+ 'fax': fields.char('Fax', size=64),
+ 'mobile': fields.char('Mobile', size=64),
+ 'function': fields.char('Function', size=128),
+ 'title': fields.many2one('res.partner.title', 'Title'),
+ 'company_id': fields.many2one('res.company', 'Company', select=1),
}
_defaults = {
- 'active': lambda *a: 1,
- 'user_id': crm_case._get_default_user,
- 'email_from': crm_case._get_default_email,
- 'state': lambda *a: 'draft',
- 'type': lambda *a: 'lead',
- 'section_id': crm_case._get_section,
+ '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),
+ '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,
}
- def onchange_partner_address_id(self, cr, uid, ids, add, email=False):
- """This function returns value of partner email based on Partner Address
- """
- 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 on_change_optin(self, cr, uid, ids, optin):
- return {'value':{'optin':optin,'optout':False}}
+ def create(self, cr, uid, vals, context=None):
+ obj_id = super(crm_lead, self).create(cr, uid, vals, context)
+ self.create_send_note(cr, uid, [obj_id], context=context)
+ return obj_id
+
+ def on_change_opt_in(self, cr, uid, ids, opt_in):
+ return {'value':{'opt_in':opt_in,'opt_out':False}}
- def on_change_optout(self, cr, uid, ids, optout):
- return {'value':{'optout':optout,'optin':False}}
+ def on_change_opt_out(self, cr, uid, ids, opt_out):
+ return {'value':{'opt_out':opt_out,'opt_in':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 stage.state == "draft":
+ return {'value':{'probability': 0.0}}
+ if stage.state == "open":
+ cases = self.browse(cr, uid, ids, context=context)
+ data = {'active': True}
+ for case in cases:
+ if case.stage_id and case.stage_id.state == 'draft':
+ data['date_open'] = fields.datetime.now()
+ if not case.user_id:
+ data['user_id'] = uid
+ return {'value':data}
if not stage.on_change:
return {'value':{}}
- return {'value':{'probability': stage.probability}}
+ else:
+ return {'value':{'probability': stage.probability}}
- def stage_find_percent(self, cr, uid, percent, section_id):
- """ Return the first stage with a probability == percent
+ 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=[], order='sequence', context=None):
+ """ Override of the base.stage method
+ Parameter of the stage search taken from the lead:
+ - type: stage type must be the same or 'both'
+ - section_id: if set, stages must belong to this section or
+ be a default stage; if not set, stages must be default
+ stages
"""
- 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]
+ if isinstance(cases, (int, long)):
+ cases = self.browse(cr, uid, cases, context=context)
+ # collect all section_ids
+ section_ids = []
+ types = ['both']
+ if section_id:
+ section_ids.append(section_id)
+ for lead in cases:
+ if lead.section_id:
+ section_ids.append(lead.section_id.id)
+ if lead.type not in types:
+ types.append(lead.type)
+ # OR all section_ids and OR with case_default
+ search_domain = []
+ if section_ids:
+ search_domain += [('|')] * len(section_ids)
+ for section_id in section_ids:
+ search_domain.append(('section_ids', '=', section_id))
+ search_domain.append(('case_default', '=', True))
+ # AND with cases types
+ search_domain.append(('type', 'in', types))
+ # AND with the domain in parameter
+ search_domain += list(domain)
+ # perform search, return the first found
+ stage_ids = self.pool.get('crm.case.stage').search(cr, uid, search_domain, order=order, context=context)
+ if stage_ids:
+ return stage_ids[0]
return False
- def stage_find_lost(self, cr, uid, section_id):
- return self.stage_find_percent(cr, uid, 0.0, section_id)
-
- 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 case_close(self, cr, uid, ids, *args):
- 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
- else:
- message = _("The case '%s' has been closed.") % case.name
- self.log(cr, uid, case.id, message)
- return res
-
- def case_cancel(self, cr, uid, ids, *args):
- """Overrides cancel for crm_case for setting probability
- """
- res = super(crm_lead, self).case_cancel(cr, uid, ids, args)
- self.write(cr, uid, ids, {'probability' : 0.0})
+ 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, *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})
+ 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, *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)
+ 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)], context=context)
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
+ self.case_set(cr, uid, [lead.id], values_to_update={'probability': 0.0}, new_stage_id=stage_id, context=context)
+ self.case_mark_lost_send_note(cr, uid, ids, context=context)
+ return True
- 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)
+ def case_mark_won(self, cr, uid, ids, context=None):
+ """ Mark the case as lost: 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)], context=context)
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
+ self.case_set(cr, uid, [lead.id], values_to_update={'probability': 100.0}, new_stage_id=stage_id, context=context)
+ self.case_mark_won_send_note(cr, uid, ids, context=context)
+ return True
def set_priority(self, cr, uid, ids, priority):
- """Set lead 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
+ def set_high_priority(self, cr, uid, ids, context=None):
+ """ 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
+ def set_normal_priority(self, cr, uid, ids, context=None):
+ """ 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)
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)
+ return self.message_append_note(cr, uid, [opportunity_id], subject=subject, body=details)
def _merge_opportunity_history(self, cr, uid, opportunity_id, opportunities, context=None):
message = self.pool.get('mail.message')
oldest = self._merge_find_oldest(cr, uid, ids, context=context)
if ctx_opportunities :
first_opportunity = ctx_opportunities[0]
- tail_opportunities = opportunities_list + ctx_opportunities[1:]
+ 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',
+ fields = ['partner_id', 'title', 'name', 'categ_id', 'channel_id', 'city', 'company_id', 'contact_name', 'country_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']
'stage_id': stage_id or False,
'date_action': time.strftime('%Y-%m-%d %H:%M:%S'),
'date_open': 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
-
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')
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)
+ self.convert_opportunity_send_note(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)
-
- if user_ids or section_id:
- self.allocate_salesman(cr, uid, ids, user_ids, section_id, context=context)
-
return True
- def _lead_create_partner(self, cr, uid, lead, context=None):
+ def _lead_create_contact(self, cr, uid, lead, name, is_company, parent_id=False, 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': []
- })
+ vals = { 'name': name,
+ 'user_id': lead.user_id.id,
+ 'comment': lead.description,
+ 'section_id': lead.section_id.id or False,
+ 'parent_id': parent_id,
+ '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,
+ 'is_company': is_company,
+ 'type': 'contact'
+ }
+ partner = partner.create(cr, uid,vals, context)
+ return partner
+
+ def _create_lead_partner(self, cr, uid, lead, context=None):
+ partner_id = False
+ if lead.partner_name and lead.contact_name:
+ partner_id = self._lead_create_contact(cr, uid, lead, lead.partner_name, True, context=context)
+ self._lead_create_contact(cr, uid, lead, lead.contact_name, False, partner_id, context=context)
+ elif lead.partner_name and not lead.contact_name:
+ partner_id = self._lead_create_contact(cr, uid, lead, lead.partner_name, True, context=context)
+ elif not lead.partner_name and lead.contact_name:
+ partner_id = self._lead_create_contact(cr, uid, lead, lead.contact_name, False, context=context)
+ else:
+ partner_id = self._lead_create_contact(cr, uid, lead, lead.name, False, context=context)
return partner_id
def _lead_set_partner(self, cr, uid, lead, partner_id, context=None):
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)
-
+ res = lead.write({'partner_id' : partner_id, }, context=context)
+ self._lead_set_partner_send_note(cr, uid, [lead.id], 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 context is None:
context = {}
partner_ids = {}
- force_partner_id = partner_id
for lead in self.browse(cr, uid, ids, context=context):
if action == 'create':
- partner_id = force_partner_id or self._lead_create_partner(cr, uid, lead, context=context)
- self._lead_create_partner_address(cr, uid, lead, partner_id, context=context)
+ if not partner_id:
+ partner_id = self._create_lead_partner(cr, uid, lead, context)
self._lead_set_partner(cr, uid, lead, partner_id, context=context)
partner_ids[lead.id] = partner_id
return partner_ids
value = {}
if team_id:
value['section_id'] = team_id
- if user_ids:
+ if index < len(user_ids):
value['user_id'] = user_ids[index]
- index = (index + 1) % len(user_ids)
+ index += 1
if value:
self.write(cr, uid, [lead_id], value, context=context)
return True
'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,
+ 'partner_phone' : phone or lead.phone or (lead.partner_id and lead.partner_id.phone or False),
+ 'partner_mobile' : lead.partner_id and lead.partner_id.mobile or False,
'priority': lead.priority,
}
-
new_id = phonecall.create(cr, uid, vals, context=context)
- phonecall.case_open(cr, uid, [new_id])
+ phonecall.case_open(cr, uid, [new_id], context=context)
if action == 'log':
- phonecall.case_close(cr, uid, [new_id])
+ phonecall.case_close(cr, uid, [new_id], 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
'type': 'ir.actions.act_window',
}
+ def action_makeMeeting(self, cr, uid, ids, context=None):
+ """ This opens Meeting's calendar view to schedule meeting on current Opportunity
+ @return : Dictionary value for created Meeting view
+ """
+ opportunity = self.browse(cr, uid, ids[0], context)
+ res = self.pool.get('ir.actions.act_window').for_xml_id(cr, uid, 'base_calendar', 'action_crm_meeting', context)
+ res['context'] = {
+ 'default_opportunity_id': opportunity.id,
+ 'default_partner_id': opportunity.partner_id and opportunity.partner_id.id or False,
+ 'default_user_id': uid,
+ 'default_section_id': opportunity.section_id and opportunity.section_id.id or False,
+ 'default_email_from': opportunity.email_from,
+ 'default_state': 'open',
+ 'default_name': opportunity.name,
+ }
+ return res
+
+ 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(_('Error'),
+ _("You cannot delete lead '%s'; it must be in state 'Draft' to be deleted. " \
+ "You should better cancel it, instead of deleting it.") % lead.name)
+ return super(crm_lead, self).unlink(cr, uid, ids, context)
+
+ def write(self, cr, uid, ids, vals, context=None):
+ 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
+ return super(crm_lead,self).write(cr, uid, ids, vals, context)
+
+ # ----------------------------------------
+ # Mail Gateway
+ # ----------------------------------------
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')
-
- msg_from = msg.get('from')
- priority = msg.get('priority')
- vals = {
- 'name': subject,
- 'email_from': msg_from,
+ """ 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 = {}
+ custom_values.update({
+ 'name': msg.get('subject') or _("No Subject"),
+ 'description': msg.get('body_text'),
+ 'email_from': msg.get('from'),
'email_cc': msg.get('cc'),
- 'description': body,
'user_id': 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
-
- def message_update(self, cr, uid, ids, msg, vals=None, default_act='pending', context=None):
+ })
+ if msg.get('priority') in dict(crm.AVAILABLE_PRIORITIES):
+ custom_values['priority'] = msg.get('priority')
+ custom_values.update(self.message_partner_by_email(cr, uid, msg.get('from', False), context=context))
+ return super(crm_lead, self).message_new(cr, uid, msg, custom_values=custom_values, context=context)
+
+ def message_update(self, cr, uid, ids, msg, update_vals=None, context=None):
+ """ Overrides mail_thread message_update that is called by the mailgateway
+ through message_process.
+ This method updates the document according to the email.
+ """
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 update_vals is None: update_vals = {}
if msg.get('priority') in dict(crm.AVAILABLE_PRIORITIES):
vals['priority'] = msg.get('priority')
maps = {
'cost':'planned_cost',
'revenue': 'planned_revenue',
- 'probability':'probability'
+ 'probability':'probability',
}
- vls = {}
- for line in msg['body_text'].split('\n'):
+ for line in msg.get('body_text', '').split('\n'):
line = line.strip()
res = tools.misc.command_re.match(line)
if res and maps.get(res.group(1).lower()):
key = maps.get(res.group(1).lower())
- vls[key] = res.group(2).lower()
- vals.update(vls)
-
- # Unfortunately the API is based on lists
- # but we want to update the state based on the
- # previous state, so we have to loop:
- for case in self.browse(cr, uid, ids, context=context):
- values = dict(vals)
- if case.state in CRM_LEAD_PENDING_STATES:
- #re-open
- values.update(state=crm.AVAILABLE_STATES[1][0])
- if not case.date_open:
- values['date_open'] = time.strftime(tools.DEFAULT_SERVER_DATETIME_FORMAT)
- res = self.write(cr, uid, [case.id], values, context=context)
- return res
-
- def action_makeMeeting(self, cr, uid, ids, context=None):
- """
- 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
+ vals[key] = res.group(2).lower()
+ return super(crm_lead, self).message_update(cr, uid, ids, msg, update_vals=update_vals, context=context)
- 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(_('Error'),
- _("You cannot delete lead '%s'; it must be in state 'Draft' to be deleted. " \
- "You should better cancel it, instead of deleting it.") % lead.name)
- return super(crm_lead, self).unlink(cr, uid, ids, context)
+ # ----------------------------------------
+ # OpenChatter methods and notifications
+ # ----------------------------------------
+ def message_get_subscribers(self, cr, uid, ids, context=None):
+ """ Override to add the salesman. """
+ user_ids = super(crm_lead, self).message_get_subscribers(cr, uid, ids, context=context)
+ for obj in self.browse(cr, uid, ids, context=context):
+ if obj.user_id and not obj.user_id.id in user_ids:
+ user_ids.append(obj.user_id.id)
+ return user_ids
+
+ def stage_set_send_note(self, cr, uid, ids, stage_id, context=None):
+ """ Override of the (void) default notification method. """
+ stage_name = self.pool.get('crm.case.stage').name_get(cr, uid, [stage_id], context=context)[0][1]
+ return self.message_append_note(cr, uid, ids, body= _("Stage changed to <b>%s</b>.") % (stage_name), context=context)
+
+ def case_get_note_msg_prefix(self, cr, uid, lead, context=None):
+ if isinstance(lead, (int, long)):
+ lead = self.browse(cr, uid, [lead], context=context)[0]
+ return ('Opportunity' if lead.type == 'opportunity' else 'Lead')
+
+ def create_send_note(self, cr, uid, ids, context=None):
+ for id in ids:
+ message = _("%s has been <b>created</b>.")% (self.case_get_note_msg_prefix(cr, uid, id, context=context))
+ self.message_append_note(cr, uid, [id], body=message, context=context)
+ return True
- def write(self, cr, uid, ids, vals, context=None):
- if not context:
- context = {}
+ def case_mark_lost_send_note(self, cr, uid, ids, context=None):
+ message = _("Opportunity has been <b>lost</b>.")
+ return self.message_append_note(cr, uid, ids, body=message, context=context)
- if 'date_closed' in vals:
- return super(crm_lead,self).write(cr, uid, ids, vals, context=context)
+ def case_mark_won_send_note(self, cr, uid, ids, context=None):
+ message = _("Opportunity has been <b>won</b>.")
+ return self.message_append_note(cr, uid, ids, body=message, context=context)
- if vals.get('stage_id'):
- stage = self.pool.get('crm.case.stage').browse(cr, uid, vals['stage_id'], context=context)
- # change probability of lead(s) if required by stage
- if not vals.get('probability') and stage.on_change:
- vals['probability'] = stage.probability
- text = _("Changed Stage to: %s") % stage.name
- self.message_append(cr, uid, ids, text, body_text=text, context=context)
- for case in self.browse(cr, uid, ids, context=context):
- if case.type == 'lead' or context.get('stage_type') == 'lead':
- message = _("The stage of lead '%s' has been changed to '%s'.") % (case.name, stage.name)
- self.log(cr, uid, case.id, message)
- elif case.type == 'opportunity':
- message = _("The stage of opportunity '%s' has been changed to '%s'.") % (case.name, stage.name)
- self.log(cr, uid, case.id, message)
+ 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)
+ return self.message_append_note(cr, uid, ids, body=message, context=context)
- return super(crm_lead,self).write(cr, uid, ids, vals, context)
+ def _lead_set_partner_send_note(self, cr, uid, ids, context=None):
+ for lead in self.browse(cr, uid, ids, context=context):
+ message = _("%s <b>partner</b> is now set to <em>%s</em>." % (self.case_get_note_msg_prefix(cr, uid, lead, context=context), lead.partner_id.name))
+ lead.message_append_note(body=message)
+ return True
+
+ def convert_opportunity_send_note(self, cr, uid, lead, context=None):
+ message = _("Lead has been <b>converted to an opportunity</b>.")
+ lead.message_append_note(body=message)
+ return True
crm_lead()
projects / odoo / odoo.git / blobdiff