#
##############################################################################
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
crm.AVAILABLE_STATES[4][0], # Pending
)
- class crm_lead(base_stage, format_address, osv.osv):
+ class crm_lead(format_address, osv.osv):
""" CRM Lead Case """
_name = "crm.lead"
_description = "Lead/Opportunity"
_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'],
},
}
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)
-
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
if type(context.get('default_section_id')) in (int, long):
return context.get('default_section_id')
if isinstance(context.get('default_section_id'), basestring):
- section_name = context['default_section_id']
- section_ids = self.pool.get('crm.case.section').name_search(cr, uid, name=section_name, context=context)
+ section_ids = self.pool.get('crm.case.section').name_search(cr, uid, name=context['default_section_id'], context=context)
if len(section_ids) == 1:
return int(section_ids[0][0])
return None
'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),
_defaults = {
'active': 1,
'type': 'lead',
- 'user_id': lambda s, cr, uid, c: s._get_default_user(cr, uid, c),
- 'email_from': lambda s, cr, uid, c: s._get_default_email(cr, uid, c),
+ 'user_id': lambda s, cr, uid, c: uid,
'stage_id': lambda s, cr, uid, c: s._get_default_stage_id(cr, uid, c),
'section_id': lambda s, cr, uid, c: s._get_default_section_id(cr, uid, c),
'company_id': lambda s, cr, uid, c: s.pool.get('res.company')._company_default_get(cr, uid, 'crm.lead', context=c),
def onchange_stage_id(self, cr, uid, ids, stage_id, context=None):
if not stage_id:
- return {'value':{}}
+ return {'value': {}}
stage = self.pool.get('crm.case.stage').browse(cr, uid, stage_id, context)
if not stage.on_change:
- return {'value':{}}
- return {'value':{'probability': stage.probability}}
+ return {'value': {}}
+ return {'value': {'probability': stage.probability}}
- def on_change_partner(self, cr, uid, ids, partner_id, context=None):
- result = {}
+ def on_change_partner_id(self, cr, uid, ids, partner_id, context=None):
values = {}
if partner_id:
partner = self.pool.get('res.partner').browse(cr, uid, partner_id, context=context)
values = {
- 'partner_name' : partner.name,
- 'street' : partner.street,
- 'street2' : partner.street2,
- 'city' : partner.city,
- 'state_id' : partner.state_id and partner.state_id.id or False,
- 'country_id' : partner.country_id and partner.country_id.id or False,
- 'email_from' : partner.email,
- 'phone' : partner.phone,
- 'mobile' : partner.mobile,
- 'fax' : partner.fax,
+ 'partner_name': partner.name,
+ 'street': partner.street,
+ 'street2': partner.street2,
+ 'city': partner.city,
+ 'state_id': partner.state_id and partner.state_id.id or False,
+ 'country_id': partner.country_id and partner.country_id.id or False,
+ 'email_from': partner.email,
+ 'phone': partner.phone,
+ 'mobile': partner.mobile,
+ 'fax': partner.fax,
}
- return {'value' : values}
+ 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 = False
- if user_id:
+ 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]
# collect all section_ids
section_ids = []
types = ['both']
- if not cases :
+ if not cases:
type = context.get('default_type')
types += [type]
if section_id:
return stage_ids[0]
return False
- def case_cancel(self, cr, uid, ids, context=None):
- """ Overrides case_cancel from base_stage to set probability """
- res = super(crm_lead, self).case_cancel(cr, uid, ids, context=context)
- self.write(cr, uid, ids, {'probability' : 0.0}, context=context)
- return res
-
- def case_reset(self, cr, uid, ids, context=None):
- """ Overrides case_reset from base_stage to set probability """
- res = super(crm_lead, self).case_reset(cr, uid, ids, context=context)
- self.write(cr, uid, ids, {'probability': 0.0}, context=context)
- return res
+ def stage_set(self, cr, uid, ids, stage_id, context=None):
+ """ Set the new stage. Now just writes the stage.
+ TDE TODO: remove me when removing state
+ """
+ return self.write(cr, uid, ids, {'stage_id': stage_id}, context=context)
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)
if stage_id:
- self.case_set(cr, uid, [lead.id], values_to_update={'probability': 0.0}, new_stage_id=stage_id, context=context)
+ self.stage_set(cr, uid, [lead.id], stage_id, context=context)
return True
def case_mark_won(self, cr, uid, ids, context=None):
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)
if stage_id:
- self.case_set(cr, uid, [lead.id], values_to_update={'probability': 100.0}, new_stage_id=stage_id, context=context)
+ self.stage_set(cr, uid, [lead.id], stage_id, context=context)
+ return True
+
+ def case_escalate(self, cr, uid, ids, context=None):
+ """ Escalates case to parent level """
+ for case in self.browse(cr, uid, ids, context=context):
+ data = {'active': True}
+ if case.section_id.parent_id:
+ data['section_id'] = case.section_id.parent_id.id
+ if case.section_id.parent_id.change_responsible:
+ if case.section_id.parent_id.user_id:
+ data['user_id'] = case.section_id.parent_id.user_id.id
+ else:
+ raise osv.except_osv(_('Error!'), _("You are already at the top level of your sales-team category.\nTherefore you cannot escalate furthermore."))
+ self.write(cr, uid, [case.id], data, context=context)
return True
def set_priority(self, cr, uid, ids, priority):
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
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)
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)
}
return res
+ 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 write(self, cr, uid, ids, vals, context=None):
if vals.get('stage_id') and not vals.get('probability'):
- # change probability of lead(s) if required by stage
- stage = self.pool.get('crm.case.stage').browse(cr, uid, vals['stage_id'], context=context)
- if stage.on_change:
- vals['probability'] = stage.probability
+ onchange_stage_values = self.onchange_stage_id(cr, uid, ids, vals.get('stage_id'), context=context)['value']
+ vals.update(onchange_stage_values)
return super(crm_lead, self).write(cr, uid, ids, vals, context=context)
def new_mail_send(self, cr, uid, ids, context=None):
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):
'user_id': False,
}
if msg.get('author_id'):
- defaults.update(self.on_change_partner(cr, uid, None, msg.get('author_id'), context=context)['value'])
+ defaults.update(self.on_change_partner_id(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)
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
('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):
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.
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."))
+ raise osv.except_osv(_("Warning!"), _("Closed/Cancelled 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