X-Git-Url: http://git.inspyration.org/?a=blobdiff_plain;f=addons%2Fcrm%2Fcrm_lead.py;h=ba7482c413e9def3de4a6e903765e5c7c7ecb01a;hb=9e8be4175b5ea230996669b5a33a8f695bf66df4;hp=7ce9f53cd5604208d92262724dcc641b4f83502e;hpb=a513344bc1d6e7e1d01b747315b15a87b3b10f6f;p=odoo%2Fodoo.git
diff --git a/addons/crm/crm_lead.py b/addons/crm/crm_lead.py
index 7ce9f53..ba7482c 100644
--- a/addons/crm/crm_lead.py
+++ b/addons/crm/crm_lead.py
@@ -22,8 +22,10 @@
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
@@ -36,8 +38,8 @@ CRM_LEAD_FIELDS_TO_MERGE = ['name',
'company_id',
'country_id',
'section_id',
- 'stage_id',
'state_id',
+ 'stage_id',
'type_id',
'user_id',
'title',
@@ -71,11 +73,34 @@ class crm_lead(base_stage, format_address, osv.osv):
_name = "crm.lead"
_description = "Lead/Opportunity"
_order = "priority,date_action,id desc"
- _inherit = ['mail.thread','ir.needaction_mixin']
+ _inherit = ['mail.thread', 'ir.needaction_mixin']
+
+ _track = {
+ 'state': {
+ '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', 'draft', 'cancel', 'done'],
+ },
+ }
+
+ def create(self, cr, uid, vals, context=None):
+ if context is None:
+ 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 """
- return (self._resolve_section_id_from_context(cr, uid, context=context) or False)
+ 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 """
@@ -214,7 +239,7 @@ class crm_lead(base_stage, format_address, osv.osv):
return [('id', '=', '0')]
_columns = {
- 'partner_id': fields.many2one('res.partner', 'Partner', ondelete='set null',
+ '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),
@@ -223,8 +248,8 @@ class crm_lead(base_stage, format_address, osv.osv):
'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="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.'),
+ 'section_id': fields.many2one('crm.case.section', 'Sales Team',
+ select=True, track_visibility='onchange', 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'),
@@ -236,13 +261,15 @@ class crm_lead(base_stage, format_address, osv.osv):
'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',
- domain="[('fold', '=', False), ('section_ids', '=', section_id), '|', ('type', '=', type), ('type', '=', 'both')]"),
- 'user_id': fields.many2one('res.users', 'Salesperson'),
+ 'stage_id': fields.many2one('crm.case.stage', 'Stage', track_visibility='onchange',
+ domain="['&', '&', ('fold', '=', False), ('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),
'day_open': fields.function(_compute_day, string='Days to Open', \
@@ -255,7 +282,7 @@ class crm_lead(base_stage, format_address, osv.osv):
# Only used for type opportunity
'probability': fields.float('Success Rate (%)',group_operator="avg"),
- 'planned_revenue': fields.float('Expected Revenue'),
+ 'planned_revenue': fields.float('Expected Revenue', track_visibility='always'),
'ref': fields.reference('Reference', selection=crm._links_get, size=128),
'ref2': fields.reference('Reference 2', selection=crm._links_get, size=128),
'phone': fields.char("Phone", size=64),
@@ -303,15 +330,6 @@ class crm_lead(base_stage, format_address, osv.osv):
('check_probability', 'check(probability >= 0 and probability <= 100)', 'The probability of closing the deal should be between 0% and 100%!')
]
- def create(self, cr, uid, vals, context=None):
- obj_id = super(crm_lead, self).create(cr, uid, vals, context)
- section_id = self.browse(cr, uid, obj_id, context=context).section_id
- if section_id:
- followers = [follow.id for follow in section_id.message_follower_ids]
- self.message_subscribe(cr, uid, [obj_id], followers, context=context)
- self.create_send_note(cr, uid, [obj_id], context=context)
- return obj_id
-
def onchange_stage_id(self, cr, uid, ids, stage_id, context=None):
if not stage_id:
return {'value':{}}
@@ -339,6 +357,15 @@ class crm_lead(base_stage, format_address, osv.osv):
}
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. """
+ if user_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:
+ return {'value': {'section_id': section_ids[0]}}
+ return {'value': {}}
+
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
@@ -384,7 +411,8 @@ class crm_lead(base_stage, format_address, osv.osv):
search_domain += [('|')] * len(section_ids)
for section_id in section_ids:
search_domain.append(('section_ids', '=', section_id))
- search_domain.append(('case_default', '=', True))
+ else:
+ search_domain.append(('case_default', '=', True))
# AND with cases types
search_domain.append(('type', 'in', types))
# AND with the domain in parameter
@@ -410,19 +438,17 @@ class crm_lead(base_stage, format_address, osv.osv):
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)
+ stage_id = self.stage_find(cr, uid, [lead], lead.section_id.id or False, [('probability', '=', 0.0),('on_change','=',True)], context=context)
if stage_id:
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, context=None):
- """ Mark the case as lost: state=done and probability=100 """
+ """ 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)], context=context)
+ stage_id = self.stage_find(cr, uid, [lead], lead.section_id.id or False, [('probability', '=', 100.0),('on_change','=',True)], context=context)
if stage_id:
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):
@@ -475,10 +501,8 @@ class crm_lead(base_stage, format_address, osv.osv):
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
@@ -487,7 +511,7 @@ class crm_lead(base_stage, format_address, osv.osv):
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 = {}
@@ -507,27 +531,8 @@ class crm_lead(base_stage, format_address, osv.osv):
# 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:
@@ -574,8 +579,9 @@ class crm_lead(base_stage, format_address, osv.osv):
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:])
@@ -594,27 +600,25 @@ class crm_lead(base_stage, format_address, osv.osv):
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):
@@ -626,69 +630,74 @@ class crm_lead(base_stage, format_address, osv.osv):
: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.'))
+ raise osv.except_osv(_('Warning!'), _('Please select more than one element (lead or opportunity) from the list view.'))
- lead_ids = context.get('lead_ids', [])
-
- 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:]
- merged_data = self._merge_data(cr, uid, ids, oldest, CRM_LEAD_FIELDS_TO_MERGE, context=context)
+ tail_opportunities = opportunities_rest
+
+ 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.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)
+ 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')
contact_id = False
if customer:
contact_id = self.pool.get('res.partner').address_get(cr, uid, [customer.id])['default']
-
if not section_id:
section_id = lead.section_id and lead.section_id.id or False
-
- if section_id:
- stage_ids = crm_stage.search(cr, uid, [('sequence','>=',1), ('section_ids','=', section_id)])
- else:
- stage_ids = crm_stage.search(cr, uid, [('sequence','>=',1)])
- stage_id = stage_ids and stage_ids[0] or False
-
- return {
+ val = {
'planned_revenue': lead.planned_revenue,
'probability': lead.probability,
'name': lead.name,
'partner_id': customer and customer.id or False,
'user_id': (lead.user_id and lead.user_id.id),
'type': 'opportunity',
- 'stage_id': stage_id or False,
'date_action': fields.datetime.now(),
'date_open': fields.datetime.now(),
'email_from': customer and customer.email or lead.email_from,
'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, [('state', '=', 'draft'),('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 = False
@@ -700,7 +709,7 @@ class crm_lead(base_stage, format_address, osv.osv):
continue
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_send_note(cr, uid, lead, context=context)
+ self.message_post(cr, uid, ids, body=_("Lead converted into an Opportunity"), 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)
@@ -709,14 +718,14 @@ class crm_lead(base_stage, format_address, osv.osv):
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,
@@ -729,11 +738,11 @@ class crm_lead(base_stage, format_address, osv.osv):
'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)
@@ -741,8 +750,14 @@ class crm_lead(base_stage, format_address, osv.osv):
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 ")')
+ )
return partner_id
def _lead_set_partner(self, cr, uid, lead, partner_id, context=None):
@@ -756,10 +771,11 @@ class crm_lead(base_stage, format_address, osv.osv):
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)
- self._lead_set_partner_send_note(cr, uid, [lead.id], context)
+ message = _("Partner set to %s." % (lead.partner_id.name))
+ self.message_post(cr, uid, [lead.id], body=message, context=context)
return res
def handle_partner_assignation(self, cr, uid, ids, action='create', partner_id=False, context=None):
@@ -820,9 +836,11 @@ class crm_lead(base_stage, format_address, osv.osv):
model_data = self.pool.get('ir.model.data')
phonecall_dict = {}
if not categ_id:
- res_id = model_data._get_id(cr, uid, 'crm', 'categ_phone2')
- if res_id:
+ try:
+ res_id = model_data._get_id(cr, uid, 'crm', 'categ_phone2')
categ_id = model_data.browse(cr, uid, res_id, context=context).res_id
+ except ValueError:
+ pass
for lead in self.browse(cr, uid, ids, context=context):
if not section_id:
section_id = lead.section_id and lead.section_id.id or False
@@ -864,8 +882,8 @@ class crm_lead(base_stage, format_address, osv.osv):
'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',
}
@@ -913,12 +931,24 @@ class crm_lead(base_stage, format_address, osv.osv):
stage = self.pool.get('crm.case.stage').browse(cr, uid, vals['stage_id'], context=context)
if stage.on_change:
vals['probability'] = stage.probability
- if vals.get('section_id'):
- section_id = self.pool.get('crm.case.section').browse(cr, uid, vals.get('section_id'), context=context)
- if section_id:
- vals.setdefault('message_follower_ids', [])
- vals['message_follower_ids'] += [(4, follower.id) for follower in section_id.message_follower_ids]
- return super(crm_lead,self).write(cr, uid, ids, vals, context)
+ return super(crm_lead, self).write(cr, uid, ids, vals, context=context)
+
+ def copy(self, cr, uid, id, default=None, context=None):
+ if not default:
+ default = {}
+ if not context:
+ context = {}
+ lead = self.browse(cr, uid, id, context=context)
+ local_context = dict(context)
+ local_context.setdefault('default_type', lead.type)
+ local_context.setdefault('default_section_id', lead.section_id)
+ if lead.type == 'opportunity':
+ 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)
def new_mail_send(self, cr, uid, ids, context=None):
'''
@@ -933,7 +963,7 @@ class crm_lead(base_stage, format_address, osv.osv):
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()
@@ -959,24 +989,45 @@ class crm_lead(base_stage, format_address, osv.osv):
# 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)]
+
+ 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 ''
- custom_values.update({
+ 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):
- custom_values['priority'] = msg.get('priority')
- return super(crm_lead, self).message_new(cr, uid, msg, custom_values=custom_values, context=context)
+ defaults['priority'] = msg.get('priority')
+ defaults.update(custom_values)
+ return super(crm_lead, self).message_new(cr, uid, msg, custom_values=defaults, 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
@@ -1007,47 +1058,25 @@ class crm_lead(base_stage, format_address, osv.osv):
# OpenChatter methods and notifications
# ----------------------------------------
- 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_post(cr, uid, ids, body=_("Stage changed to %s.") % (stage_name), subtype="mt_crm_stage", 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 created.") % (self.case_get_note_msg_prefix(cr, uid, id, context=context))
- self.message_post(cr, uid, [id], body=message, context=context)
- return True
-
- def case_mark_lost_send_note(self, cr, uid, ids, context=None):
- message = _("Opportunity has been lost.")
- return self.message_post(cr, uid, ids, body=message, subtype="mt_crm_lost", context=context)
-
- def case_mark_won_send_note(self, cr, uid, ids, context=None):
- message = _("Opportunity has been won.")
- return self.message_post(cr, uid, ids, body=message, subtype="mt_crm_won", context=context)
-
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 = _("%s a call for the %s.") % (prefix, phonecall.date)
+ if action == 'log':
+ prefix = 'Logged'
+ else:
+ prefix = 'Scheduled'
+ suffix = ' %s' % phonecall.description
+ phonecall_date = datetime.strptime(phonecall.date, tools.DEFAULT_SERVER_DATETIME_FORMAT)
+ phonecall_usertime = fields.datetime.context_timestamp(cr, uid, phonecall_date, context=context).strftime(tools.DEFAULT_SERVER_DATETIME_FORMAT)
+ message = _("%s a call for %s.%s") % (prefix, phonecall_usertime, suffix)
return self.message_post(cr, uid, ids, body=message, context=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 partner is now set to %s." % (self.case_get_note_msg_prefix(cr, uid, lead, context=context), lead.partner_id.name))
- lead.message_post(body=message)
- return True
-
- def convert_opportunity_send_note(self, cr, uid, lead, context=None):
- message = _("Lead has been converted to an opportunity.")
- lead.message_post(body=message)
- return True
+ 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'
Subject: %s
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: