_track = {
'stage_id': {
- '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,
+ # this is only an heuristics; depending on your particular stage configuration it may not match all 'new' stages
+ '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.fold,
+ '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,
},
}
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, [('sequence', '=', '1')], context=context)
+ return self.stage_find(cr, uid, [], section_id, [('fold', '=', False)], context=context)
def _resolve_section_id_from_context(self, cr, uid, context=None):
""" Returns ID of section based on the value of 'section_id'
multi='day_close', type="float", store=True),
'date_last_stage_update': fields.datetime('Last Stage Update', select=True),
+ # Messaging and marketing
+ 'message_bounce': fields.integer('Bounce'),
# Only used for type opportunity
'probability': fields.float('Success Rate (%)', group_operator="avg"),
'planned_revenue': fields.float('Expected Revenue', track_visibility='always'),
'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(),
+ 'date_last_stage_update': fields.datetime.now,
}
_sql_constraints = [
"""
if isinstance(cases, (int, long)):
cases = self.browse(cr, uid, cases, context=context)
+ if context is None:
+ context = {}
+ # check whether we should try to add a condition on type
+ avoid_add_type_term = any([term for term in domain if len(term) == 3 if term[0] == 'type'])
# collect all section_ids
section_ids = set()
types = ['both']
- if not cases:
+ if not cases and context.get('default_type'):
ctx_type = context.get('default_type')
types += [ctx_type]
if section_id:
search_domain.append(('section_ids', '=', section_id))
search_domain.append(('case_default', '=', True))
# AND with cases types
- search_domain.append(('type', 'in', types))
+ if not avoid_add_type_term:
+ 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)
+ stage_ids = self.pool.get('crm.case.stage').search(cr, uid, search_domain, order=order, limit=1, context=context)
if stage_ids:
return stage_ids[0]
return 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), ('on_change', '=', True), ('sequence', '>', 1)], context=context)
+ """ 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):
+ stage_id = self.stage_find(cr, uid, [lead], lead.section_id.id or False, [('probability', '=', 0.0), ('fold', '=', True), ('sequence', '>', 1)], context=context)
if stage_id:
- return self.write(cr, uid, [lead.id], {'stage_id': stage_id}, context=context)
+ if stages_leads.get(stage_id):
+ stages_leads[stage_id].append(lead.id)
+ else:
+ stages_leads[stage_id] = [lead.id]
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.'))
+ for stage_id, lead_ids in stages_leads.items():
+ self.write(cr, uid, lead_ids, {'stage_id': stage_id}, context=context)
+ return True
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), ('sequence', '>', 1)], context=context)
+ """ 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):
+ stage_id = self.stage_find(cr, uid, [lead], lead.section_id.id or False, [('probability', '=', 100.0), ('fold', '=', True)], context=context)
if stage_id:
- return self.write(cr, uid, [lead.id], {'stage_id': stage_id}, context=context)
+ if stages_leads.get(stage_id):
+ stages_leads[stage_id].append(lead.id)
+ else:
+ stages_leads[stage_id] = [lead.id]
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.'))
+ for stage_id, lead_ids in stages_leads.items():
+ self.write(cr, uid, lead_ids, {'stage_id': stage_id}, context=context)
+ return True
def case_escalate(self, cr, uid, ids, context=None):
""" Escalates case to parent level """
opportunities = self.browse(cr, uid, ids, context=context)
sequenced_opps = []
+ # Sorting the leads/opps according to the confidence level of its stage, which relates to the probability of winning it
+ # The confidence level increases with the stage sequence, except when the stage probability is 0.0 (Lost cases)
+ # An Opportunity always has higher confidence level than a lead, unless its stage probability is 0.0
for opportunity in opportunities:
sequence = -1
- # 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:
+ if opportunity.stage_id and not opportunity.stage_id.fold:
sequence = opportunity.stage_id.sequence
sequenced_opps.append(((int(sequence != -1 and opportunity.type == 'opportunity'), sequence, -opportunity.id), opportunity))
# Merge notifications about loss of information
opportunities = [highest]
opportunities.extend(opportunities_rest)
- self._merge_notify(cr, uid, highest, opportunities, context=context)
+ self._merge_notify(cr, uid, highest.id, opportunities, context=context)
# Check if the stage is in the stages of the sales team. If not, assign the stage with the lowest sequence
if merged_data.get('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)
'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, [('sequence', '=', '1'), ('type', 'in', ('opportunity','both'))], context=context)
+ val['stage_id'] = self.stage_find(cr, uid, [lead], section_id, [('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):
customer = partner.browse(cr, uid, partner_id, context=context)
for lead in self.browse(cr, uid, ids, context=context):
# TDE: was if lead.state in ('done', 'cancel'):
- if (lead.probability == '100') or (lead.probability == '0' and lead.stage_id.sequence != '1'):
+ if lead.probability == 100 or (lead.probability == 0 and lead.stage_id.fold):
continue
vals = self._convert_opportunity_data(cr, uid, lead, customer, section_id, context=context)
self.write(cr, uid, [lead.id], vals, context=context)
'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
"""
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"),
- 'description': desc,
'email_from': msg.get('from'),
'email_cc': msg.get('cc'),
'partner_id': msg.get('author_id', False),
projects / odoo / odoo.git / blobdiff