from openerp import tools
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 _
+from openerp.tools import email_re, email_split
+
CRM_LEAD_FIELDS_TO_MERGE = ['name',
'partner_id',
- 'channel_id',
+ 'campaign_id',
'company_id',
'country_id',
'section_id',
'state_id',
'stage_id',
- 'type_id',
+ 'medium_id',
+ 'source_id',
'user_id',
'title',
'city',
""" CRM Lead Case """
_name = "crm.lead"
_description = "Lead/Opportunity"
- _order = "priority,date_action,id desc"
- _inherit = ['mail.thread', 'ir.needaction_mixin']
+ _order = "priority desc,date_action,id desc"
+ _inherit = ['mail.thread', 'ir.needaction_mixin', 'crm.tracking.mixin']
_track = {
'stage_id': {
'crm.mt_lead_lost': lambda self, cr, uid, obj, ctx=None: obj.probability == 0 and obj.stage_id and obj.stage_id.fold and obj.stage_id.sequence > 1,
},
}
+ _mail_mass_mailing = _('Leads / Opportunities')
def get_empty_list_help(self, cr, uid, help, context=None):
+ context = dict(context or {})
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 _get_default_section_id(self, cr, uid, context=None):
+ def _get_default_section_id(self, cr, uid, user_id=False, 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
+ section_id = self._resolve_section_id_from_context(cr, uid, context=context) or False
+ if not section_id:
+ section_id = self.pool.get('res.users').browse(cr, uid, user_id or uid, context).default_section_id.id or False
+ return section_id
def _get_default_stage_id(self, cr, uid, context=None):
""" Gives default stage_id """
"""
:return dict: difference between current date and log date
"""
- cal_obj = self.pool.get('resource.calendar')
- res_obj = self.pool.get('resource.resource')
-
res = {}
for lead in self.browse(cr, uid, ids, context=context):
for field in fields:
date_create = datetime.strptime(lead.create_date, "%Y-%m-%d %H:%M:%S")
date_open = datetime.strptime(lead.date_open, "%Y-%m-%d %H:%M:%S")
ans = date_open - date_create
- date_until = lead.date_open
elif field == 'day_close':
if lead.date_closed:
date_create = datetime.strptime(lead.create_date, "%Y-%m-%d %H:%M:%S")
date_close = datetime.strptime(lead.date_closed, "%Y-%m-%d %H:%M:%S")
- date_until = lead.date_closed
ans = date_close - date_create
if ans:
- resource_id = False
- if lead.user_id:
- resource_ids = res_obj.search(cr, uid, [('user_id','=',lead.user_id.id)])
- if len(resource_ids):
- resource_id = resource_ids[0]
-
- duration = float(ans.days)
- if lead.section_id and lead.section_id.resource_calendar_id:
- duration = float(ans.days) * 24
- new_dates = cal_obj.interval_get(cr,
- uid,
- lead.section_id.resource_calendar_id and lead.section_id.resource_calendar_id.id or False,
- datetime.strptime(lead.create_date, '%Y-%m-%d %H:%M:%S'),
- duration,
- resource=resource_id
- )
- no_days = []
- date_until = datetime.strptime(date_until, '%Y-%m-%d %H:%M:%S')
- for in_time, out_time in new_dates:
- if in_time.date not in no_days:
- no_days.append(in_time.date)
- if out_time > date_until:
- break
- duration = len(no_days)
- res[lead.id][field] = abs(int(duration))
+ duration = abs(int(ans.days))
+ res[lead.id][field] = duration
return res
-
+ def _meeting_count(self, cr, uid, ids, field_name, arg, context=None):
+ Event = self.pool['calendar.event']
+ return {
+ opp_id: Event.search_count(cr,uid, [('opportunity_id', '=', opp_id)], context=context)
+ for opp_id in ids
+ }
_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."),
'id': fields.integer('ID', readonly=True),
- 'name': fields.char('Subject', size=64, required=True, select=1),
+ 'name': fields.char('Subject', 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_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),
- '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', \
- 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, ...)"),
+ 'categ_ids': fields.many2many('crm.case.categ', 'crm_lead_category_rel', 'lead_id', 'category_id', 'Tags', \
+ domain="['|', ('section_id', '=', section_id), ('section_id', '=', False), ('object_id.model', '=', 'crm.lead')]", help="Classify and analyze your lead/opportunity categories like: Training, Service"),
'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',
"Filter 'Available for Mass Mailing' allows users to filter the leads when performing mass mailing."),
'type': fields.selection([ ('lead','Lead'), ('opportunity','Opportunity'), ],'Type', select=True, 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),
+ 'date_closed': fields.datetime('Closed', readonly=True, copy=False),
'stage_id': fields.many2one('crm.case.stage', 'Stage', track_visibility='onchange', select=True,
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),
+ 'referred': fields.char('Referred By'),
'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),
+ 'day_open': fields.function(_compute_day, string='Days to Assign',
+ multi='day_open', type="float",
+ store={'crm.lead': (lambda self, cr, uid, ids, c={}: ids, ['date_open'], 10)}),
+ 'day_close': fields.function(_compute_day, string='Days to Close',
+ multi='day_open', type="float",
+ store={'crm.lead': (lambda self, cr, uid, ids, c={}: ids, ['date_closed'], 10)}),
'date_last_stage_update': fields.datetime('Last Stage Update', select=True),
# Messaging and marketing
'phone': fields.char("Phone", size=64),
'date_deadline': fields.date('Expected Closing', help="Estimate of the date on which the opportunity will be won."),
'date_action': fields.date('Next Action Date', select=True),
- 'title_action': fields.char('Next Action', size=64),
+ 'title_action': fields.char('Next Action'),
'color': fields.integer('Color Index'),
'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),
'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),
+ 'street': fields.char('Street'),
+ 'street2': fields.char('Street2'),
'zip': fields.char('Zip', change_default=True, size=24),
- 'city': fields.char('City', size=128),
+ 'city': fields.char('City'),
'state_id': fields.many2one("res.country.state", 'State'),
'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),
+ 'phone': fields.char('Phone'),
+ 'fax': fields.char('Fax'),
+ 'mobile': fields.char('Mobile'),
+ 'function': fields.char('Function'),
'title': fields.many2one('res.partner.title', 'Title'),
'company_id': fields.many2one('res.company', 'Company', select=1),
'payment_mode': fields.many2one('crm.payment.mode', 'Payment Mode', \
domain="[('section_id','=',section_id)]"),
'planned_cost': fields.float('Planned Costs'),
+ 'meeting_count': fields.function(_meeting_count, string='# Meetings', type='integer'),
}
_defaults = {
'type': 'lead',
'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),
+ 'section_id': lambda s, cr, uid, c: s._get_default_section_id(cr, uid, context=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,
if partner_id:
partner = self.pool.get('res.partner').browse(cr, uid, partner_id, context=context)
values = {
- 'partner_name': partner.name,
+ 'partner_name': partner.parent_id.name if partner.parent_id else partner.name,
+ 'contact_name': partner.name if partner.parent_id else False,
'street': partner.street,
'street2': partner.street2,
'city': partner.city,
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 = self._get_default_section_id(cr, uid, context=context) or False
+ section_id = self._get_default_section_id(cr, uid, user_id=user_id, 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:
def case_mark_lost(self, cr, uid, ids, context=None):
""" Mark the case as lost: state=cancel and probability=0
- :deprecated: this method will be removed in OpenERP v8.
"""
stages_leads = {}
for lead in self.browse(cr, uid, ids, context=context):
def case_mark_won(self, cr, uid, ids, context=None):
""" Mark the case as won: state=done and probability=100
- :deprecated: this method will be removed in OpenERP v8.
"""
stages_leads = {}
for lead in self.browse(cr, uid, ids, context=context):
self.write(cr, uid, [case.id], data, context=context)
return True
- def set_priority(self, cr, uid, ids, priority, context=None):
- """ Set lead 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', 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', context=context)
-
def _merge_get_result_type(self, cr, uid, opps, context=None):
"""
Define the type of the result of the merge. If at least one of the
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,),
+ values['name'] = "%s (%s)" % (attachment.name, count,),
count+=1
attachment.write(values)
return True
phonecall_obj.write(cr, uid, phonecall_id, {'opportunity_id': opportunity_id}, context=context)
return True
+ def get_duplicated_leads(self, cr, uid, ids, partner_id, include_lost=False, context=None):
+ """
+ Search for opportunities that have the same partner and that arent done or cancelled
+ """
+ lead = self.browse(cr, uid, ids[0], context=context)
+ email = lead.partner_id and lead.partner_id.email or lead.email_from
+ return self.pool['crm.lead']._get_duplicated_leads_by_emails(cr, uid, partner_id, email, include_lost=include_lost, context=context)
+
+ def _get_duplicated_leads_by_emails(self, cr, uid, partner_id, email, include_lost=False, context=None):
+ """
+ Search for opportunities that have the same partner and that arent done or cancelled
+ """
+ final_stage_domain = [('stage_id.probability', '<', 100), '|', ('stage_id.probability', '>', 0), ('stage_id.sequence', '<=', 1)]
+ partner_match_domain = []
+ for email in set(email_split(email) + [email]):
+ partner_match_domain.append(('email_from', '=ilike', email))
+ if partner_id:
+ partner_match_domain.append(('partner_id', '=', partner_id))
+ partner_match_domain = ['|'] * (len(partner_match_domain) - 1) + partner_match_domain
+ if not partner_match_domain:
+ return []
+ domain = partner_match_domain
+ if not include_lost:
+ domain += final_stage_domain
+ return self.search(cr, uid, domain, context=context)
+
+ def merge_dependences(self, cr, uid, highest, opportunities, context=None):
+ self._merge_notify(cr, uid, highest, opportunities, context=context)
+ self._merge_opportunity_history(cr, uid, highest, opportunities, context=context)
+ self._merge_opportunity_attachments(cr, uid, highest, opportunities, context=context)
+ self._merge_opportunity_phonecalls(cr, uid, highest, opportunities, context=context)
+
def merge_opportunity(self, cr, uid, ids, user_id=False, section_id=False, context=None):
"""
Different cases of merge:
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)
- self._merge_opportunity_phonecalls(cr, uid, highest.id, tail_opportunities, context=context)
-
# Merge notifications about loss of information
opportunities = [highest]
opportunities.extend(opportunities_rest)
- self._merge_notify(cr, uid, highest.id, opportunities, context=context)
+
+ self.merge_dependences(cr, uid, highest.id, tail_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)
'res_id': int(opportunity_id),
'view_id': False,
'views': [(form_view or False, 'form'),
- (tree_view or False, 'tree'),
- (False, 'calendar'), (False, 'graph')],
+ (tree_view or False, 'tree'), (False, 'kanban'),
+ (False, 'calendar'), (False, 'graph')],
'type': 'ir.actions.act_window',
}
'type': 'ir.actions.act_window',
}
- def action_makeMeeting(self, cr, uid, ids, context=None):
+ def action_schedule_meeting(self, cr, uid, ids, context=None):
"""
Open meeting's calendar view to schedule meeting on current opportunity.
:return dict: dictionary value for created Meeting view
"""
- opportunity = self.browse(cr, uid, ids[0], context)
+ lead = self.browse(cr, uid, ids[0], context)
res = self.pool.get('ir.actions.act_window').for_xml_id(cr, uid, 'calendar', 'action_calendar_event', context)
+ partner_ids = [self.pool['res.users'].browse(cr, uid, uid, context=context).partner_id.id]
+ if lead.partner_id:
+ partner_ids.append(lead.partner_id.id)
res['context'] = {
- 'default_opportunity_id': opportunity.id,
- 'default_partner_id': opportunity.partner_id and opportunity.partner_id.id or False,
- 'default_partner_ids' : 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_name': opportunity.name,
+ 'default_opportunity_id': lead.type == 'opportunity' and lead.id or False,
+ 'default_partner_id': lead.partner_id and lead.partner_id.id or False,
+ 'default_partner_ids': partner_ids,
+ 'default_section_id': lead.section_id and lead.section_id.id or False,
+ 'default_name': lead.name,
}
return res
def create(self, cr, uid, vals, context=None):
- if context is None:
- context = {}
+ context = dict(context or {})
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')
+ if vals.get('user_id'):
+ vals['date_open'] = fields.datetime.now()
# context: no_log, because subtype already handle this
create_context = dict(context, mail_create_nolog=True)
# 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('user_id'):
+ vals['date_open'] = fields.datetime.now()
+ # stage change with new stage: update probability and date_closed
if vals.get('stage_id') and not vals.get('probability'):
onchange_stage_values = self.onchange_stage_id(cr, uid, ids, vals.get('stage_id'), context=context)['value']
vals.update(onchange_stage_values)
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)
+ return super(crm_lead, self).copy(cr, uid, id, default, context=local_context)
+
+ def get_empty_list_help(self, cr, uid, help, context=None):
+ context = dict(context or {})
+ context['empty_list_help_model'] = 'crm.case.section'
+ context['empty_list_help_id'] = context.get('default_section_id', None)
+ context['empty_list_help_document_name'] = _("opportunity")
+ if context.get('default_type') == 'lead':
+ context['empty_list_help_document_name'] = _("lead")
+ return super(crm_lead, self).get_empty_list_help(cr, uid, help, context=context)
# ----------------------------------------
# Mail Gateway
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, SUPERUSER_ID, ids, context=context)]
+ leads = self.browse(cr, SUPERUSER_ID, ids, context=context)
+ section_ids = set([lead.section_id.id for lead in leads if lead.section_id])
+ aliases = self.pool['crm.case.section'].message_get_reply_to(cr, uid, list(section_ids), context=context)
+ return dict((lead.id, aliases.get(lead.section_id and lead.section_id.id or 0, False)) for lead in leads)
- def _get_formview_action(self, cr, uid, id, context=None):
- action = super(crm_lead, self)._get_formview_action(cr, uid, id, context=context)
+ def get_formview_id(self, cr, uid, id, context=None):
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
+ else:
+ view_id = super(crm_lead, self).get_formview_id(cr, uid, id, context=context)
+ return view_id
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)
return {'value':{'country_id':country_id}}
return {}
+ def message_partner_info_from_emails(self, cr, uid, id, emails, link_mail=False, context=None):
+ res = super(crm_lead, self).message_partner_info_from_emails(cr, uid, id, emails, link_mail=link_mail, context=context)
+ lead = self.browse(cr, uid, id, context=context)
+ for partner_info in res:
+ if not partner_info.get('partner_id') and (lead.partner_name or lead.contact_name):
+ emails = email_re.findall(partner_info['full_name'] or '')
+ email = emails and emails[0] or ''
+ if email and lead.email_from and email.lower() == lead.email_from.lower():
+ partner_info['full_name'] = '%s <%s>' % (lead.partner_name or lead.contact_name, email)
+ break
+ return res
+
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
projects / odoo / odoo.git / blobdiff