import crm
from datetime import datetime
from operator import itemgetter
-from openerp.osv import fields, osv
+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 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',
_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',
+ 'crm.mt_lead_create': lambda self, cr, uid, obj, ctx=None: obj.state in ['new', 'draft'],
+ '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_stage': lambda self, cr, uid, obj, ctx=None: obj.state not in ['new', 'draft', 'cancel', 'done'],
},
}
+ 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 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)
+ 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 _get_default_section_id(self, cr, uid, context=None):
""" Gives default section by checking if present in the context """
'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority', select=True),
'date_closed': fields.datetime('Closed', readonly=True),
'stage_id': fields.many2one('crm.case.stage', 'Stage', track_visibility='onchange',
- domain="['&', '&', ('fold', '=', False), ('section_ids', '=', section_id), '|', ('type', '=', type), ('type', '=', 'both')]"),
+ 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),
}
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 = 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
sequence = -1
if opportunity.stage_id and opportunity.stage_id.state != 'cancel':
sequence = opportunity.stage_id.sequence
-
- sequenced_opps.append(((int(opportunity.type == 'opportunity'), sequence), opportunity))
+ 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)
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('type') == 'opportunity' and merged_data.get('section_id'):
- section_stages = self.pool.get('crm.case.section').read(cr, uid, merged_data['section_id'], ['stage_ids'], context=context)
- if merged_data.get('stage_id') not in section_stages['stage_ids']:
- stages_sequences = self.pool.get('crm.case.stage').search(cr, uid, [('id','in',section_stages['stage_ids'])], order='sequence', limit=1, context=context)
- merged_data['stage_id'] = stages_sequences and stages_sequences[0] or False
+ 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
- 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
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)
'default_composition_mode': 'comment',
})
return {
+ 'name': _('Compose Email'),
'type': 'ir.actions.act_window',
'view_type': 'form',
'view_mode': 'form',
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, uid, ids, context=context)]
+ 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)
- 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'))
+ try:
+ 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'))
+ except (osv.except_osv, orm.except_orm): # no read access rights -> just ignore suggested recipients because this imply modifying followers
+ pass
return recipients
def message_new(self, cr, uid, msg, custom_values=None, context=None):
message = _("%s a call for %s.%s") % (prefix, phonecall.date, suffix)
return self.message_post(cr, uid, ids, body=message, context=context)
+ def log_meeting(self, cr, uid, ids, meeting_subject, meeting_date, duration, context=None):
+ if not duration:
+ duration = _('unknown')
+ else:
+ duration = str(duration)
+ message = _("Meeting scheduled at '%s'<br> Subject: %s <br> Duration: %s hour(s)") % (meeting_date, meeting_subject, duration)
+ return self.message_post(cr, uid, ids, body=message, context=context)
+
def onchange_state(self, cr, uid, ids, state_id, context=None):
if state_id:
country_id=self.pool.get('res.country.state').browse(cr, uid, state_id, context).country_id.id
projects / odoo / odoo.git / blobdiff