import crm
from datetime import datetime
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 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 _
CRM_LEAD_FIELDS_TO_MERGE = ['name',
'partner_id',
'email_from',
'email_cc',
'partner_name']
-CRM_LEAD_PENDING_STATES = (
- crm.AVAILABLE_STATES[2][0], # Cancelled
- crm.AVAILABLE_STATES[3][0], # Done
- crm.AVAILABLE_STATES[4][0], # Pending
-)
+
class crm_lead(format_address, osv.osv):
""" CRM Lead Case """
_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'],
+ '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,
},
}
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, [('state', '=', 'draft')], context=context)
+ return self.stage_find(cr, uid, [], section_id, [('sequence', '=', '1')], context=context)
def _resolve_section_id_from_context(self, cr, uid, context=None):
""" Returns ID of section based on the value of 'section_id'
stage_ids = stage_obj._search(cr, uid, search_domain, order=order, access_rights_uid=access_rights_uid, context=context)
result = stage_obj.name_get(cr, access_rights_uid, stage_ids, context=context)
# restore order of the search
- result.sort(lambda x,y: cmp(stage_ids.index(x[0]), stage_ids.index(y[0])))
+ result.sort(lambda x, y: cmp(stage_ids.index(x[0]), stage_ids.index(y[0])))
fold = {}
for stage in stage_obj.browse(cr, access_rights_uid, stage_ids, context=context):
return result, fold
def fields_view_get(self, cr, user, view_id=None, view_type='form', context=None, toolbar=False, submenu=False):
- res = super(crm_lead,self).fields_view_get(cr, user, view_id, view_type, context, toolbar=toolbar, submenu=submenu)
+ res = super(crm_lead, self).fields_view_get(cr, user, view_id, view_type, context, toolbar=toolbar, submenu=submenu)
if view_type == 'form':
res['arch'] = self.fields_view_get_address(cr, user, res['arch'], context=context)
return res
res[lead.id][field] = abs(int(duration))
return res
- def _history_search(self, cr, uid, obj, name, args, context=None):
- res = []
- msg_obj = self.pool.get('mail.message')
- message_ids = msg_obj.search(cr, uid, [('email_from','!=',False), ('subject', args[0][1], args[0][2])], context=context)
- lead_ids = self.search(cr, uid, [('message_ids', 'in', message_ids)], context=context)
-
- if lead_ids:
- return [('id', 'in', lead_ids)]
- else:
- return [('id', '=', '0')]
-
_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."),
'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, 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"),
+ 'create_date': fields.datetime('Creation Date', readonly=True),
+ '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),
+ '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_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),
+ '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),
- 'state': fields.related('stage_id', 'state', type="selection", store=True,
- selection=crm.AVAILABLE_STATES, string="Status", readonly=True,
- help='The Status is set to \'Draft\', when a case is created. If the case is in progress the Status is set to \'Open\'. When the case is over, the Status is set to \'Done\'. If the case needs to be reviewed then the Status is set to \'Pending\'.'),
+ 'date_last_stage_update': fields.datetime('Last Stage Update', select=True),
# Only used for type opportunity
- 'probability': fields.float('Success Rate (%)',group_operator="avg"),
+ 'probability': fields.float('Success Rate (%)', group_operator="avg"),
'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),
'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(),
}
_sql_constraints = [
def onchange_stage_id(self, cr, uid, ids, stage_id, context=None):
if not stage_id:
return {'value': {}}
- stage = self.pool.get('crm.case.stage').browse(cr, uid, stage_id, context)
+ stage = self.pool.get('crm.case.stage').browse(cr, uid, stage_id, context=context)
if not stage.on_change:
return {'value': {}}
return {'value': {'probability': stage.probability}}
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
- Only works on not done and cancelled cases
- """
- cr.execute('select * from crm_case \
- where (date_action_last<%s or date_action_last is null) \
- and (date_action_next<=%s or date_action_next is null) \
- and state not in (\'cancel\',\'done\')',
- (time.strftime("%Y-%m-%d %H:%M:%S"),
- time.strftime('%Y-%m-%d %H:%M:%S')))
-
- ids2 = map(lambda x: x[0], cr.fetchall() or [])
- cases = self.browse(cr, uid, ids2, context=context)
- return self._action(cr, uid, cases, False, context=context)
+ # TDE NOTE: replaced byu base action rule fully working ?
+ # 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
+ # Only works on not done and cancelled cases
+ # """
+ # cr.execute('select * from crm_case \
+ # where (date_action_last<%s or date_action_last is null) \
+ # and (date_action_next<=%s or date_action_next is null) \
+ # and state not in (\'cancel\',\'done\')',
+ # (time.strftime("%Y-%m-%d %H:%M:%S"),
+ # time.strftime('%Y-%m-%d %H:%M:%S')))
+
+ # ids2 = map(lambda x: x[0], cr.fetchall() or [])
+ # cases = self.browse(cr, uid, ids2, context=context)
+ # return self._action(cr, uid, cases, False, context=context)
def stage_find(self, cr, uid, cases, section_id, domain=None, order='sequence', context=None):
""" Override of the base.stage method
if isinstance(cases, (int, long)):
cases = self.browse(cr, uid, cases, context=context)
# collect all section_ids
- section_ids = []
+ section_ids = set()
types = ['both']
if not cases:
- type = context.get('default_type')
- types += [type]
+ ctx_type = context.get('default_type')
+ types += [ctx_type]
if section_id:
- section_ids.append(section_id)
+ section_ids.add(section_id)
for lead in cases:
if lead.section_id:
- section_ids.append(lead.section_id.id)
+ section_ids.add(lead.section_id.id)
if lead.type not in types:
types.append(lead.type)
# OR all section_ids and OR with case_default
search_domain += [('|')] * len(section_ids)
for section_id in section_ids:
search_domain.append(('section_ids', '=', section_id))
- else:
- search_domain.append(('case_default', '=', True))
+ search_domain.append(('case_default', '=', True))
# AND with cases types
search_domain.append(('type', 'in', types))
# AND with the domain in parameter
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)], context=context)
+ stage_id = self.stage_find(cr, uid, [lead], lead.section_id.id or False, [('probability', '=', 0.0), ('on_change', '=', True), ('sequence', '>', 1)], context=context)
if stage_id:
- self.stage_set(cr, uid, [lead.id], stage_id, context=context)
- return True
+ return self.write(cr, uid, [lead.id], {'stage_id': stage_id}, context=context)
+ 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.'))
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)], context=context)
+ stage_id = self.stage_find(cr, uid, [lead], lead.section_id.id or False, [('probability', '=', 100.0), ('on_change', '=', True), ('sequence', '>', 1)], context=context)
if stage_id:
- self.stage_set(cr, uid, [lead.id], stage_id, context=context)
- return True
+ return self.write(cr, uid, [lead.id], {'stage_id': stage_id}, context=context)
+ 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.'))
def case_escalate(self, cr, uid, ids, context=None):
""" Escalates case to parent level """
self.write(cr, uid, [case.id], data, context=context)
return True
- def set_priority(self, cr, uid, ids, priority):
+ def set_priority(self, cr, uid, ids, priority, context=None):
""" Set lead priority
"""
- return self.write(cr, uid, ids, {'priority' : 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')
+ 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')
+ return self.set_priority(cr, uid, ids, '3', context=context)
def _merge_get_result_type(self, cr, uid, opps, context=None):
"""
attachment.write(values)
return True
- def merge_opportunity(self, cr, uid, ids, context=None):
+ def merge_opportunity(self, cr, uid, ids, user_id=False, section_id=False, context=None):
"""
Different cases of merge:
- merge leads together = 1 new lead
sequenced_opps = []
for opportunity in opportunities:
sequence = -1
- if opportunity.stage_id and opportunity.stage_id.state != 'cancel':
+ # 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:
sequence = opportunity.stage_id.sequence
sequenced_opps.append(((int(sequence != -1 and opportunity.type == 'opportunity'), sequence, -opportunity.id), opportunity))
fields = list(CRM_LEAD_FIELDS_TO_MERGE)
merged_data = self._merge_data(cr, uid, ids, highest, fields, context=context)
+ if user_id:
+ merged_data['user_id'] = user_id
+ 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)
'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)
+ val['stage_id'] = self.stage_find(cr, uid, [lead], section_id, [('sequence', '=', '1'), ('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):
partner = self.pool.get('res.partner')
customer = partner.browse(cr, uid, partner_id, context=context)
for lead in self.browse(cr, uid, ids, context=context):
- if lead.state in ('done', 'cancel'):
+ # TDE: was if lead.state in ('done', 'cancel'):
+ if (lead.probability == '100') or (lead.probability == '0' and lead.stage_id.sequence != '1'):
continue
vals = self._convert_opportunity_data(cr, uid, lead, customer, section_id, context=context)
self.write(cr, uid, [lead.id], vals, context=context)
return super(crm_lead, self).create(cr, uid, vals, context=create_context)
def write(self, cr, uid, ids, vals, context=None):
+ # 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('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)
from openerp.osv import fields, osv
from openerp.tools.translate import _
-from openerp import tools
import re
class crm_lead2opportunity_partner(osv.osv_memory):
('merge', 'Merge with existing opportunities')
], 'Conversion Action', required=True),
'opportunity_ids': fields.many2many('crm.lead', string='Opportunities'),
+ 'user_id': fields.many2one('res.users', 'Salesperson', select=True),
+ 'section_id': fields.many2one('crm.case.section', 'Sales Team', select=True),
}
def default_get(self, cr, uid, fields, context=None):
if partner_id:
# Search for opportunities that have the same partner and that arent done or cancelled
- ids = lead_obj.search(cr, uid, [('partner_id', '=', partner_id), ('state', '!=', 'done')])
+ ids = lead_obj.search(cr, uid, [('partner_id', '=', partner_id), ('probability', '<', '100')])
for id in ids:
tomerge.add(id)
if email:
- ids = lead_obj.search(cr, uid, [('email_from', 'ilike', email[0]), ('state', '!=', 'done')])
+ ids = lead_obj.search(cr, uid, [('email_from', 'ilike', email[0]), ('probability', '<', '100')])
for id in ids:
tomerge.add(id)
res.update({'name' : len(tomerge) >= 2 and 'merge' or 'convert'})
if 'opportunity_ids' in fields and len(tomerge) >= 2:
res.update({'opportunity_ids': list(tomerge)})
-
+ if lead.user_id:
+ res.update({'user_id': lead.user_id.id})
+ if lead.section_id:
+ res.update({'section_id': lead.section_id.id})
return res
+ def on_change_user(self, cr, uid, ids, user_id, section_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:
+ if section_id:
+ user_in_section = self.pool.get('crm.case.section').search(cr, uid, [('id', '=', section_id), '|', ('user_id', '=', user_id), ('member_ids', '=', user_id)], context=context, count=True)
+ else:
+ user_in_section = False
+ if not user_in_section:
+ section_id = False
+ 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 view_init(self, cr, uid, fields, context=None):
"""
Check some preconditions before the wizard executes.
context = {}
lead_obj = self.pool.get('crm.lead')
for lead in lead_obj.browse(cr, uid, context.get('active_ids', []), context=context):
- if lead.state in ['done', 'cancel']:
- raise osv.except_osv(_("Warning!"), _("Closed/Cancelled leads cannot be converted into opportunities."))
+ if lead.probability == 100:
+ raise osv.except_osv(_("Warning!"), _("Closed/Dead leads cannot be converted into opportunities."))
return False
def _convert_opportunity(self, cr, uid, ids, vals, context=None):
w = self.browse(cr, uid, ids, context=context)[0]
opp_ids = [o.id for o in w.opportunity_ids]
if w.name == 'merge':
- lead_id = self.pool.get('crm.lead').merge_opportunity(cr, uid, opp_ids, context=context)
+ lead_id = self.pool.get('crm.lead').merge_opportunity(cr, uid, opp_ids, w.user_id.id, w.section_id.id, context=context)
lead_ids = [lead_id]
lead = self.pool.get('crm.lead').read(cr, uid, lead_id, ['type'], context=context)
if lead['type'] == "lead":
context.update({'active_ids': lead_ids})
- self._convert_opportunity(cr, uid, ids, {'lead_ids': lead_ids}, context=context)
+ self._convert_opportunity(cr, uid, ids, {'lead_ids': lead_ids, 'user_ids': [w.user_id.id], 'section_id': w.section_id.id}, context=context)
else:
lead_ids = context.get('active_ids', [])
- self._convert_opportunity(cr, uid, ids, {'lead_ids': lead_ids}, context=context)
+ self._convert_opportunity(cr, uid, ids, {'lead_ids': lead_ids, 'user_ids': [w.user_id.id], 'section_id': w.section_id.id}, context=context)
return self.pool.get('crm.lead').redirect_opportunity_view(cr, uid, lead_ids[0], context=context)
projects / odoo / odoo.git / commitdiff