from openerp.addons.base_status.base_stage import base_stage
import crm
from datetime import datetime
-from openerp.osv import fields, osv
+from operator import itemgetter
+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',
'company_id',
'country_id',
'section_id',
- 'stage_id',
'state_id',
+ 'stage_id',
'type_id',
'user_id',
'title',
_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 dynamic_help(self, cr, uid, help, context=None):
- alias_txt = ""
- if context.get('default_section_id'):
- project_id = self.pool.get('crm.case.section').browse(cr, uid, context.get('default_section_id'), context=context)
- alias = project_id.alias_id and project_id.alias_id.name_get() or False
- if alias and alias[0] and alias[0][1]:
- alias_txt = alias[0][1]
- else:
- model_id = self.pool.get('ir.model').search(cr, uid, [("model", "=", self._name)], context=context)[0]
- alias_obj = self.pool.get('mail.alias')
- alias_nb = 0
- alias_ids = alias_obj.search(cr, uid, [("alias_model_id", "=", model_id)], context=context, limit=5)
- if alias_ids:
- for alias in alias_obj.browse(cr, uid, alias_ids, context=context):
- email = "%s@%s" % (alias.alias_name, alias.alias_domain)
- alias_txt = "%s%s%s" % (alias_txt, (alias_nb and ", " or " "), email)
- alias_nb += 1
- if alias_txt:
- if context.get('default_type', False) == "opportunity":
- help = "%s %s" % (help, _("<div class='oe_view_nocontent_create_alias'>You can also create opportunities by sending an email to: <b>%s</b></div>" % alias_txt))
- else:
- help = "%s %s" % (help, _("<div class='oe_view_nocontent_create_alias'>You can also create lead by sending an email to: <b>%s</b></div>" % alias_txt))
- return help
+ 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 """
'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),
'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
opportunities = self.browse(cr, uid, ids, context=context)
def _get_first_not_null(attr):
- if hasattr(oldest, attr):
- return getattr(oldest, attr)
for opp in opportunities:
- if hasattr(opp, attr):
+ if hasattr(opp, attr) and bool(getattr(opp, attr)):
return getattr(opp, attr)
return False
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 = {}
# Define the resulting type ('lead' or 'opportunity')
data['type'] = self._merge_get_result_type(cr, uid, opportunities, context)
-
return data
- def _merge_find_oldest(self, cr, uid, ids, context=None):
- """
- Return the oldest lead found among ids.
-
- :param list ids: list of ids of the leads to inspect
- :return object: browse record of the oldest of the leads
- """
- if context is None:
- context = {}
-
- if context.get('convert'):
- ids = list(set(ids) - set(context.get('lead_ids', [])))
-
- # Search opportunities order by create date
- opportunity_ids = self.search(cr, uid, [('id', 'in', ids)], order='create_date', context=context)
- oldest_opp_id = opportunity_ids[0]
- return self.browse(cr, uid, oldest_opp_id, context=context)
-
def _mail_body(self, cr, uid, lead, fields, title=False, context=None):
body = []
if title:
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):
:param list ids: leads/opportunities ids to merge
:return int id: id of the resulting lead/opp
"""
- if context is None: context = {}
+ if context is None:
+ context = {}
if len(ids) <= 1:
- raise osv.except_osv(_('Warning!'),_('Please select more than one element (lead or opportunity) from the list view.'))
-
- lead_ids = context.get('lead_ids', [])
+ raise osv.except_osv(_('Warning!'), _('Please select more than one element (lead or opportunity) from the list view.'))
- ctx_opportunities = self.browse(cr, uid, lead_ids, context=context)
opportunities = self.browse(cr, uid, ids, context=context)
- opportunities_list = list(set(opportunities) - set(ctx_opportunities))
- 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:]
- else:
- first_opportunity = opportunities_list[0]
- tail_opportunities = opportunities_list[1:]
+ sequenced_opps = []
+ for opportunity in opportunities:
+ 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, oldest, 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, first_opportunity.id, tail_opportunities, context=context)
- self._merge_opportunity_attachments(cr, uid, first_opportunity.id, tail_opportunities, context=context)
+ self._merge_opportunity_history(cr, uid, highest.id, tail_opportunities, context=context)
+ self._merge_opportunity_attachments(cr, uid, highest.id, tail_opportunities, context=context)
# Merge notifications about loss of information
- self._merge_notify(cr, uid, first_opportunity, 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, [first_opportunity.id], merged_data, context=context)
- # Delete tail opportunities
- self.unlink(cr, uid, [x.id for x in tail_opportunities], context=context)
+ self.write(cr, uid, [highest.id], merged_data, 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)
- # Open first opportunity
- self.case_open(cr, uid, [first_opportunity.id])
- return first_opportunity.id
+ return highest.id
def _convert_opportunity_data(self, cr, uid, lead, customer, section_id=False, context=None):
crm_stage = self.pool.get('crm.case.stage')
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)
def _lead_create_contact(self, cr, uid, lead, name, is_company, parent_id=False, context=None):
partner = self.pool.get('res.partner')
- vals = { 'name': name,
+ 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 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,
'is_company': is_company,
'type': 'contact'
}
- partner = partner.create(cr, uid,vals, context)
+ partner = partner.create(cr, uid, vals, context=context)
return partner
def _create_lead_partner(self, cr, uid, lead, context=None):
- partner_id = False
+ 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)
partner_id = self._lead_create_contact(cr, uid, lead, lead.contact_name, False, partner_id, context=context)
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)
+ elif lead.email_from and self.pool.get('res.partner')._parse_partner_name(lead.email_from, context=context)[0]:
+ contact_name = self.pool.get('res.partner')._parse_partner_name(lead.email_from, context=context)[0]
+ partner_id = self._lead_create_contact(cr, uid, lead, contact_name, False, context=context)
else:
- partner_id = self._lead_create_contact(cr, uid, lead, lead.name, False, context=context)
+ raise osv.except_osv(
+ _('Warning!'),
+ _('No customer name defined. Please fill one of the following fields: Company Name, Contact Name or Email ("Name <email@address>")')
+ )
return partner_id
def _lead_set_partner(self, cr, uid, lead, partner_id, context=None):
res = False
res_partner = self.pool.get('res.partner')
if partner_id:
- res_partner.write(cr, uid, partner_id, {'section_id': lead.section_id.id or False})
+ res_partner.write(cr, uid, partner_id, {'section_id': lead.section_id and lead.section_id.id or False})
contact_id = res_partner.address_get(cr, uid, [partner_id])['default']
res = lead.write({'partner_id': partner_id}, context=context)
message = _("<b>Partner</b> set to <em>%s</em>." % (lead.partner_id.name))
'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, 'calendar'), (False, 'graph')],
'type': 'ir.actions.act_window',
}
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',
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)
+ 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):
""" 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"),
'description': desc,
'email_from': msg.get('from'),
'email_cc': msg.get('cc'),
+ 'partner_id': msg.get('author_id', False),
'user_id': False,
}
+ if msg.get('author_id'):
+ defaults.update(self.on_change_partner(cr, uid, None, msg.get('author_id'), context=context)['value'])
if msg.get('priority') in dict(crm.AVAILABLE_PRIORITIES):
defaults['priority'] = msg.get('priority')
defaults.update(custom_values)
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 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):
projects / odoo / odoo.git / blobdiff