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('mailgate.message')
+ message_ids = msg_obj.search(cr, uid, [('history','=',True), ('name', 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')]
+
+ def _get_email_subject(self, cr, uid, ids, fields, args, context=None):
+ res = {}
+ for obj in self.browse(cr, uid, ids, context=context):
+ res[obj.id] = ''
+ for msg in obj.message_ids:
+ if msg.history:
+ res[obj.id] = msg.name
+ break
+ return res
+
_columns = {
# Overridden from res.partner.address:
'partner_id': fields.many2one('res.partner', 'Partner', ondelete='set null',
\nWhen the case is over, the state is set to \'Done\'.\
\nIf the case needs to be reviewed then the state is set to \'Pending\'.'),
'message_ids': fields.one2many('mailgate.message', 'res_id', 'Messages', domain=[('model','=',_name)]),
+ 'subjects': fields.function(_get_email_subject, fnct_search=_history_search, string='Subject of Email', method=True, type='char', size=64),
}
data_obj = self.pool.get('ir.model.data')
value = {}
- view_id = False
for case in self.browse(cr, uid, ids, context=context):
context.update({'active_id': case.id})
self.log(cr, uid, case.id, message)
return super(crm_lead,self).write(cr, uid, ids, vals, context)
- def stage_historize(self, cr, uid, ids, stage, context=None):
- stage_obj = self.pool.get('crm.case.stage').browse(cr, uid, stage, context=context)
- self.history(cr, uid, ids, _('Stage'), details=stage_obj.name)
- for case in self.browse(cr, uid, ids, context=context):
- if case.type == 'lead':
- message = _("The stage of lead '%s' has been changed to '%s'.") % (case.name, stage_obj.name)
- elif case.type == 'opportunity':
- message = _("The stage of opportunity '%s' has been changed to '%s'.") % (case.name, stage_obj.name)
- self.log(cr, uid, case.id, message)
- return True
-
def stage_next(self, cr, uid, ids, context=None):
stage = super(crm_lead, self).stage_next(cr, uid, ids, context=context)
if stage:
contact_obj = self.pool.get('res.partner.address')
partner_id = False
- data = context and context.get('active_ids', []) or []
+ data = list(context and context.get('active_ids', []) or [])
res = super(crm_lead2partner, self).default_get(cr, uid, fields, context=context)
-
for lead in lead_obj.browse(cr, uid, data, context=context):
partner_ids = []
# Find partner address matches the email_from of the lead
substring(email from '([^ ,<@]+@[^> ,]+)') in (%s)""" % (','.join(email)))
address_ids = map(lambda x: x[0], cr.fetchall())
if address_ids:
- addresses = contact_obj.browse(cr, uid, address_ids)
- partner_ids = addresses and [addresses[0].partner_id.id] or False
-
+ partner_ids = partner_obj.search(cr, uid, [('address', 'in', address_ids)], context=context)
+
# Find partner name that matches the name of the lead
if not partner_ids and lead.partner_name:
partner_ids = partner_obj.search(cr, uid, [('name', '=', lead.partner_name)], context=context)
- if not partner_ids:
- cr.execute("""SELECT p.id from res_partner p
- where regexp_replace(lower(p.name), '[^a-z]*', '', 'g') = regexp_replace(%s, '[^a-z]*', '', 'g')""", (lead.name.lower(), ))
- partner_ids = map(lambda x: x[0], cr.fetchall())
+
partner_id = partner_ids and partner_ids[0] or False
+
+
if 'partner_id' in fields:
res.update({'partner_id': partner_id})
contact_obj = self.pool.get('res.partner.address')
partner_ids = []
partner_id = False
- contact_id = False
rec_ids = context and context.get('active_ids', [])
for data in self.browse(cr, uid, ids, context=context):
'user_id': lead.user_id.id,
'comment': lead.description,
})
- contact_id = contact_obj.create(cr, uid, {
+ contact_obj.create(cr, uid, {
'partner_id': partner_id,
'name': lead.contact_name,
'phone': lead.phone,
else:
if data.partner_id:
partner_id = data.partner_id.id
- contact_id = partner_obj.address_get(cr, uid, [partner_id])['default']
self.assign_partner(cr, uid, lead.id, partner_id)
partner_ids.append(partner_id)
return partner_ids
if context is None:
context = {}
- partner_ids = self._create_partner(cr, uid, ids, context=context)
+ self._create_partner(cr, uid, ids, context=context)
mod_obj = self.pool.get('ir.model.data')
result = mod_obj._get_id(cr, uid, 'base', 'view_res_partner_filter')
res = mod_obj.read(cr, uid, result, ['res_id'])
--# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
_name = 'crm.merge.opportunity'
_description = 'Merge two Opportunities'
- def _get_first_not_null_id(self, attr, ops):
+ def _get_first_not_null_id(self, attr, ops, oldest):
+ if hasattr(oldest, attr) and getattr(oldest, attr):
+ return getattr(oldest, attr).id
+
for op in ops:
if hasattr(op, attr) and getattr(op, attr):
return getattr(op, attr).id
return False
- def _get_first_not_null(self, attr, ops):
+ def _get_first_not_null(self, attr, ops, oldest):
+ if hasattr(oldest, attr) and getattr(oldest, attr):
+ return getattr(oldest, attr)
+
for op in ops:
if hasattr(op, attr) and getattr(op, attr):
return getattr(op, attr)
def get_attachments(self, cr, uid, id, context=None):
attach_obj = self.pool.get('ir.attachment')
- result = []
attach_ids = attach_obj.search(cr, uid, [('res_model' , '=', 'crm.lead'), ('res_id', '=', id)])
return attach_ids
attach_obj.write(cr, uid, attach_ids, {'res_id' : op_id})
+ def find_oldest(self, cr, uid, op_ids, context=None):
+ if not context:
+ context = {}
+ ids = [op_id.id for op_id in op_ids]
+ if context.get('convert'):
+ ids = list(set(ids) - set(context.get('lead_ids', False)) )
+ lead_obj = self.pool.get('crm.lead')
+ op_id = lead_obj.search(cr, uid, [('id', 'in', ids)], order='create_date' , context=context)
+ opps = lead_obj.browse(cr, uid, [op_id[0]], context=context)
+ return opps[0]
def merge(self, cr, uid, op_ids, context=None):
"""
opp_obj = self.pool.get('crm.lead')
message_obj = self.pool.get('mailgate.message')
- lead_ids = context and context.pop('lead_ids', []) or []
-
+ lead_ids = context and context.get('lead_ids', []) or []
if len(op_ids) <= 1:
raise osv.except_osv(_('Warning !'),_('Please select more than one opportunities.'))
opportunities = opp_obj.browse(cr, uid, lead_ids, context=context)
opportunities_list = list(set(op_ids) - set(opportunities))
-
+ oldest_opp = self.find_oldest(cr, uid, op_ids, context=context)
if opportunities :
first_opportunity = opportunities[0]
tail_opportunities = opportunities_list
else:
first_opportunity = opportunities_list[0]
tail_opportunities = opportunities_list[1:]
-
+
data = {
- 'partner_id': self._get_first_not_null_id('partner_id', op_ids), # !!
- 'title': self._get_first_not_null_id('title', op_ids),
- 'name' : self._concat_all('name', op_ids), #not lost
- 'categ_id' : self._get_first_not_null_id('categ_id', op_ids), # !!
- 'channel_id' : self._get_first_not_null_id('channel_id', op_ids), # !!
- 'city' : self._get_first_not_null('city', op_ids), # !!
- 'company_id' : self._get_first_not_null_id('company_id', op_ids), #!!
- 'contact_name' : self._concat_all('contact_name', op_ids), #not lost
- 'country_id' : self._get_first_not_null_id('country_id', op_ids), #!!
- 'partner_address_id' : self._get_first_not_null_id('partner_address_id', op_ids), #!!
- 'partner_assigned_id' : hasattr(opp_obj,'partner_assigned_id') and self._get_first_not_null_id('partner_assigned_id', op_ids), #!!
- 'type_id' : self._get_first_not_null_id('type_id', op_ids), #!!
- 'user_id' : self._get_first_not_null_id('user_id', op_ids), #!!
- 'section_id' : self._get_first_not_null_id('section_id', op_ids), #!!
- 'state_id' : self._get_first_not_null_id('state_id', op_ids),
+ 'partner_id': self._get_first_not_null_id('partner_id', op_ids, oldest_opp), # !!
+ 'title': self._get_first_not_null_id('title', op_ids, oldest_opp),
+ 'name' : self._get_first_not_null('name', op_ids, oldest_opp), #not lost
+ 'categ_id' : self._get_first_not_null_id('categ_id', op_ids, oldest_opp), # !!
+ 'channel_id' : self._get_first_not_null_id('channel_id', op_ids, oldest_opp), # !!
+ 'city' : self._get_first_not_null('city', op_ids, oldest_opp), # !!
+ 'company_id' : self._get_first_not_null_id('company_id', op_ids, oldest_opp), #!!
+ 'contact_name' : self._get_first_not_null('contact_name', op_ids, oldest_opp), #not lost
+ 'country_id' : self._get_first_not_null_id('country_id', op_ids, oldest_opp), #!!
+ 'partner_address_id' : self._get_first_not_null_id('partner_address_id', op_ids, oldest_opp), #!!
+ 'partner_assigned_id' : hasattr(opp_obj,'partner_assigned_id') and self._get_first_not_null_id('partner_assigned_id', op_ids, oldest_opp), #!!
+ 'type_id' : self._get_first_not_null_id('type_id', op_ids, oldest_opp), #!!
+ 'user_id' : self._get_first_not_null_id('user_id', op_ids, oldest_opp), #!!
+ 'section_id' : self._get_first_not_null_id('section_id', op_ids, oldest_opp), #!!
+ 'state_id' : self._get_first_not_null_id('state_id', op_ids, oldest_opp),
'description' : self._concat_all('description', op_ids), #not lost
- 'email' : self._get_first_not_null('email', op_ids), # !!
- 'fax' : self._get_first_not_null('fax', op_ids),
- 'mobile' : self._get_first_not_null('mobile', op_ids),
- 'partner_latitude' : hasattr(opp_obj,'partner_latitude') and self._get_first_not_null('partner_latitude', op_ids),
- 'partner_longitude' : hasattr(opp_obj,'partner_longitude') and self._get_first_not_null('partner_longitude', op_ids),
- 'partner_name' : self._get_first_not_null('partner_name', op_ids),
- 'phone' : self._get_first_not_null('phone', op_ids),
- 'probability' : self._get_first_not_null('probability', op_ids),
- 'planned_revenue' : self._get_first_not_null('planned_revenue', op_ids),
- 'street' : self._get_first_not_null('street', op_ids),
- 'street2' : self._get_first_not_null('street2', op_ids),
- 'zip' : self._get_first_not_null('zip', op_ids),
+ 'email' : self._get_first_not_null('email', op_ids, oldest_opp), # !!
+ 'fax' : self._get_first_not_null('fax', op_ids, oldest_opp),
+ 'mobile' : self._get_first_not_null('mobile', op_ids, oldest_opp),
+ 'partner_latitude' : hasattr(opp_obj,'partner_latitude') and self._get_first_not_null('partner_latitude', op_ids, oldest_opp),
+ 'partner_longitude' : hasattr(opp_obj,'partner_longitude') and self._get_first_not_null('partner_longitude', op_ids, oldest_opp),
+ 'partner_name' : self._get_first_not_null('partner_name', op_ids, oldest_opp),
+ 'phone' : self._get_first_not_null('phone', op_ids, oldest_opp),
+ 'probability' : self._get_first_not_null('probability', op_ids, oldest_opp),
+ 'planned_revenue' : self._get_first_not_null('planned_revenue', op_ids, oldest_opp),
+ 'street' : self._get_first_not_null('street', op_ids, oldest_opp),
+ 'street2' : self._get_first_not_null('street2', op_ids, oldest_opp),
+ 'zip' : self._get_first_not_null('zip', op_ids, oldest_opp),
+ 'state' : 'open',
+ 'create_date' : self._get_first_not_null('create_date', op_ids, oldest_opp),
+ 'date_action_last': self._get_first_not_null('date_action_last', op_ids, oldest_opp),
+ 'date_action_next': self._get_first_not_null('date_action_nexte', op_ids, oldest_opp),
+ 'email_from' : self._get_first_not_null('email_from', op_ids, oldest_opp),
+ 'email_cc' : self._get_first_not_null('email_cc', op_ids, oldest_opp),
+ 'partner_name' : self._get_first_not_null('partner_name', op_ids, oldest_opp),
}
-
+
#copy message into the first opportunity + merge attachement
- for opp in tail_opportunities:
+
+ for opp in tail_opportunities + [first_opportunity]:
attach_ids = self.get_attachments(cr, uid, opp, context=context)
self.set_attachements_res_id(cr, uid, first_opportunity.id, attach_ids)
for history in opp.message_ids:
- message_obj.copy(cr, uid, history.id, default={'res_id': opp.id})
++
+ new_history = message_obj.write(cr, uid, history.id, {'res_id': first_opportunity.id, 'name' : _("From %s : %s") % (opp.name, history.name) }, context=context)
#Notification about loss of information
details = []
# Get Opportunity views
- result = models_data._get_id(
- cr, uid, 'crm', 'view_crm_case_opportunities_filter')
opportunity_view_form = models_data._get_id(
cr, uid, 'crm', 'crm_case_form_view_oppor')
opportunity_view_tree = models_data._get_id(
res = super(crm_merge_opportunity, self).default_get(cr, uid, fields, context=context)
if record_ids:
+ opp_ids = []
+ opps = self.pool.get('crm.lead').browse(cr, uid, record_ids, context=context)
+ for opp in opps:
+ if opp.state not in ('done', 'cancel'):
+ opp_ids.append(opp.id)
if 'opportunity_ids' in fields:
- res.update({'opportunity_ids': record_ids})
+ res.update({'opportunity_ids': opp_ids})
return res
#
##############################################################################
import time
import re
from osv import osv, fields
-import tools
from tools.translate import _
class crm_lead_forward_to_partner(osv.osv_memory):
_defaults = {
'name' : 'email',
'history': 'latest',
- 'email_from': lambda self, cr, uid, *a: self.pool.get('res.users')._get_email_from(cr, uid, uid)[uid]
+ 'email_from': lambda self, cr, uid, *a: self.pool.get('res.users')._get_email_from(cr, uid, uid)[uid],
}
+
def get_whole_history(self, cr, uid, ids, context=None):
"""This function gets whole communication history and returns as top posting style
@param self: The object pointer
@param uid: the current user’s ID for security checks,
@param ids: List of Mail’s IDs
@param user: Changed User id
- @param partner: Changed Partner id
+ @param partner: Changed Partner id
"""
if not user:
return {'value': {'email_to': False}}
@param uid: the current user’s ID for security checks,
@param ids: List of Mail’s IDs
@param user: Changed User id
- @param partner: Changed Partner id
+ @param partner: Changed Partner id
"""
if not partner_id:
return {'value' : {'email_to' : False, 'address_id': False}}
addr = partner_obj.address_get(cr, uid, [partner_id], ['contact'])
data = {'address_id': addr['contact']}
data.update(self.on_change_address(cr, uid, ids, addr['contact'])['value'])
-
+
partner = partner_obj.browse(cr, uid, [partner_id])
user_id = partner and partner[0].user_id or False
email = user_id and user_id.user_email or ''
data.update({'email_cc' : email})
return {
- 'value' : data,
+ 'value' : data,
'domain' : {'address_id' : partner_id and "[('partner_id', '=', partner_id)]" or "[]"}
}
body.append("%s: %s" % (field_definition.string, value or ''))
elif lead.type == 'opportunity':
pa = lead.partner_address_id
- body = [
- "Partner: %s" % (lead.partner_id and lead.partner_id.name_get()[0][1]),
- "Contact: %s" % (pa.name or ''),
- "Title: %s" % (pa.title or ''),
- "Function: %s" % (pa.function or ''),
- "Street: %s" % (pa.street or ''),
- "Street2: %s" % (pa.street2 or ''),
- "Zip: %s" % (pa.zip or ''),
- "City: %s" % (pa.city or ''),
- "Country: %s" % (pa.country_id and pa.country_id.name_get()[0][1] or ''),
- "State: %s" % (pa.state_id and pa.state_id.name_get()[0][1] or ''),
- "Email: %s" % (pa.email or ''),
- "Phone: %s" % (pa.phone or ''),
- "Fax: %s" % (pa.fax or ''),
- "Mobile: %s" % (pa.mobile or ''),
- "Lead Category: %s" % (lead.categ_id and lead.categ_id.name or ''),
- "Details: %s" % (lead.description or ''),
+ body += [
+ "Partner: %s" % (lead.partner_id and lead.partner_id.name_get()[0][1]),
+ "Contact: %s" % (pa.name or ''),
+ "Title: %s" % (pa.title or ''),
+ "Function: %s" % (pa.function or ''),
+ "Street: %s" % (pa.street or ''),
+ "Street2: %s" % (pa.street2 or ''),
+ "Zip: %s" % (pa.zip or ''),
+ "City: %s" % (pa.city or ''),
+ "Country: %s" % (pa.country_id and pa.country_id.name_get()[0][1] or ''),
+ "State: %s" % (pa.state_id and pa.state_id.name_get()[0][1] or ''),
+ "Email: %s" % (pa.email or ''),
+ "Phone: %s" % (pa.phone or ''),
+ "Fax: %s" % (pa.fax or ''),
+ "Mobile: %s" % (pa.mobile or ''),
+ "Lead Category: %s" % (lead.categ_id and lead.categ_id.name or ''),
+ "Details: %s" % (lead.description or ''),
]
return "\n".join(body + ['---'])
"""
This function gets default values
"""
+
if context is None:
context = {}
defaults = super(crm_lead_forward_to_partner, self).default_get(cr, uid, fields, context=context)
-
active_id = context.get('active_id')
if not active_id:
return defaults
lead_proxy = self.pool.get('crm.lead')
+ partner_obj = self.pool.get('res.partner')
lead = lead_proxy.browse(cr, uid, active_id, context=context)
+ email_cc = ''
+ email = ''
+ if lead.partner_assigned_id:
+ partner = partner_obj.browse(cr, uid, [lead.partner_assigned_id.id])
+ user_id = partner and partner[0].user_id or False
+ email_cc = user_id and user_id.user_email or ''
+
+ addr = partner_obj.address_get(cr, uid, [partner[0].id], ['contact'])
+ email = self.pool.get('res.partner.address').browse(cr, uid, addr['contact']).email
+
body = self._get_case_history(cr, uid, defaults.get('history', 'latest'), lead.id, context=context)
defaults.update({
- 'subject' : '%s: %s' % (_('Fwd'), lead.name),
+ 'subject' : '%s: %s - %s' % (_('Fwd'), 'Openerp lead forward', lead.name),
'body' : body,
- 'email_cc' : ''
+ 'email_cc' : email_cc,
+ 'email_to' : email or 'dummy@dummy.ly'
})
return defaults
crm_lead_forward_to_partner()
+ class crm_lead_mass_forward_to_partner(osv.osv_memory):
+ _name = 'crm.lead.mass.forward.to.partner'
+ _inherit = 'crm.lead.forward.to.partner'
+
+ def action_mass_forward(self, cr, uid, ids, context=None):
+ if not context:
+ context = {}
+
+ active_ids = context.get('active_ids')
+ case_obj = self.pool.get('crm.lead')
+ for case in case_obj.browse(cr, uid, active_ids, context=context):
+ if not case.partner_assigned_id:
+ case_obj.assign_partner(cr,uid, [case.id], context=context)
+ case = case_obj.browse(cr, uid, case.id, context=context)
+
+ if not case.partner_assigned_id:
+ continue
+
+ context.update({'active_id' : case.id})
+ value = self.default_get(cr, uid, ['body', 'email_to', 'email_cc', 'subject', 'history'], context=context)
+ self.write(cr, uid, ids, value, context=context)
+ self.action_forward(cr,uid, ids, context=context)
+
+ return {'type': 'ir.actions.act_window_close'}
+
+
+ crm_lead_mass_forward_to_partner()
+
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
projects / odoo / odoo.git / commitdiff