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# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
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# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
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#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
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from osv import fields , osv
from datetime import datetime
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import crm
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import time
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from tools . translate import _
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from crm import crm_case
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import binascii
import tools
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CRM_LEAD_PENDING_STATES = (
crm . AVAILABLE_STATES [ 2 ] [ 0 ] , # Cancelled
crm . AVAILABLE_STATES [ 3 ] [ 0 ] , # Done
crm . AVAILABLE_STATES [ 4 ] [ 0 ] , # Pending
)
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class crm_lead ( crm_case , osv . osv ) :
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""" CRM Lead Case """
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_name = " crm.lead "
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_description = " Lead "
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_order = " date_action, priority, id desc "
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_inherit = [ ' mailgate.thread ' , ' res.partner.address ' ]
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def _compute_day ( self , cr , uid , ids , fields , args , context = None ) :
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"""
@param cr : the current row , from the database cursor ,
@param uid : the current user ’ s ID for security checks ,
@param ids : List of Openday ’ s IDs
@return : difference between current date and log date
@param context : A standard dictionary for contextual values
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"""
cal_obj = self . pool . get ( ' resource.calendar ' )
res_obj = self . pool . get ( ' resource.resource ' )
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res = { }
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for lead in self . browse ( cr , uid , ids , context = context ) :
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for field in fields :
res [ lead . id ] = { }
duration = 0
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ans = False
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if field == ' day_open ' :
if lead . date_open :
date_create = datetime . strptime ( lead . create_date , " % Y- % m- %d % H: % M: % S " )
date_open = datetime . strptime ( lead . date_open , " % Y- % m- %d % H: % M: % S " )
ans = date_open - date_create
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date_until = lead . date_open
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elif field == ' day_close ' :
if lead . date_closed :
date_create = datetime . strptime ( lead . create_date , " % Y- % m- %d % H: % M: % S " )
date_close = datetime . strptime ( lead . date_closed , " % Y- % m- %d % H: % M: % S " )
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date_until = lead . date_closed
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ans = date_close - date_create
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if ans :
resource_id = False
if lead . user_id :
resource_ids = res_obj . search ( cr , uid , [ ( ' user_id ' , ' = ' , lead . user_id . id ) ] )
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if len ( resource_ids ) :
resource_id = resource_ids [ 0 ]
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duration = float ( ans . days )
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if lead . section_id and lead . section_id . resource_calendar_id :
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duration = float ( ans . days ) * 24
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new_dates = cal_obj . interval_get ( cr ,
uid ,
lead . section_id . resource_calendar_id and lead . section_id . resource_calendar_id . id or False ,
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datetime . strptime ( lead . create_date , ' % Y- % m- %d % H: % M: % S ' ) ,
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duration ,
resource = resource_id
)
no_days = [ ]
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date_until = datetime . strptime ( date_until , ' % Y- % m- %d % H: % M: % S ' )
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for in_time , out_time in new_dates :
if in_time . date not in no_days :
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no_days . append ( in_time . date )
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if out_time > date_until :
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break
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duration = len ( no_days )
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res [ lead . id ] [ field ] = abs ( int ( duration ) )
return res
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_columns = {
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# Overridden from res.partner.address:
' partner_id ' : fields . many2one ( ' res.partner ' , ' Partner ' , ondelete = ' set null ' ,
select = True , help = " Optional linked partner, usually after conversion of the lead " ) ,
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# From crm.case
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' id ' : fields . integer ( ' ID ' ) ,
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' name ' : fields . char ( ' Name ' , size = 64 ) ,
' active ' : fields . boolean ( ' Active ' , required = False ) ,
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' date_action_last ' : fields . datetime ( ' Last Action ' , readonly = 1 ) ,
' date_action_next ' : fields . datetime ( ' Next Action ' , readonly = 1 ) ,
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' email_from ' : fields . char ( ' Email ' , size = 128 , help = " E-mail address of the contact " ) ,
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' section_id ' : fields . many2one ( ' crm.case.section ' , ' Sales Team ' , \
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select = True , help = ' Sales team to which this case belongs to. Defines responsible user and e-mail address for the mail gateway. ' ) ,
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' create_date ' : fields . datetime ( ' Creation Date ' , readonly = True ) ,
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' 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 " ) ,
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' description ' : fields . text ( ' Notes ' ) ,
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' write_date ' : fields . datetime ( ' Update Date ' , readonly = True ) ,
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# Lead fields
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' categ_id ' : fields . many2one ( ' crm.case.categ ' , ' Category ' , \
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domain = " [ ' | ' ,( ' section_id ' , ' = ' ,section_id),( ' section_id ' , ' = ' ,False), ( ' object_id.model ' , ' = ' , ' crm.lead ' )] " ) ,
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' type_id ' : fields . many2one ( ' crm.case.resource.type ' , ' Campaign ' , \
domain = " [ ' | ' ,( ' section_id ' , ' = ' ,section_id),( ' section_id ' , ' = ' ,False)] " ) ,
' channel_id ' : fields . many2one ( ' res.partner.canal ' , ' Channel ' ) ,
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' contact_name ' : fields . char ( ' Contact Name ' , size = 64 ) ,
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' partner_name ' : fields . char ( " Customer Name " , size = 64 ) ,
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' optin ' : fields . boolean ( ' Opt-In ' , help = " If opt-in is checked, this contact has accepted to receive emails. " ) ,
' optout ' : fields . boolean ( ' Opt-Out ' , help = " If opt-out is checked, this contact has refused to receive emails or unsubscribed to a campaign. " ) ,
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' type ' : fields . selection ( [
( ' lead ' , ' Lead ' ) ,
( ' opportunity ' , ' Opportunity ' ) ,
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] , ' Type ' , help = " Type is used to separate Leads and Opportunities " ) ,
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' priority ' : fields . selection ( crm . AVAILABLE_PRIORITIES , ' Priority ' ) ,
' date_closed ' : fields . datetime ( ' Closed ' , readonly = True ) ,
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' stage_id ' : fields . many2one ( ' crm.case.stage ' , ' Stage ' , domain = " [( ' type ' , ' = ' , ' lead ' )] " ) ,
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' user_id ' : fields . many2one ( ' res.users ' , ' Salesman ' , help = ' By Default Salesman is Administrator when create New User ' ) ,
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' referred ' : fields . char ( ' Referred By ' , size = 64 ) ,
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' date_open ' : fields . datetime ( ' Opened ' , readonly = True ) ,
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' day_open ' : fields . function ( _compute_day , string = ' Days to Open ' , \
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method = True , multi = ' day_open ' , type = " float " , store = True ) ,
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' day_close ' : fields . function ( _compute_day , string = ' Days to Close ' , \
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method = True , multi = ' day_close ' , type = " float " , store = True ) ,
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' state ' : fields . selection ( crm . AVAILABLE_STATES , ' State ' , size = 16 , readonly = True ,
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help = ' The state is set to \' Draft \' , when a case is created. \
\nIf the case is in progress the state is set to \' Open \' . \
\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 \' . ' ) ,
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' message_ids ' : fields . one2many ( ' mailgate.message ' , ' res_id ' , ' Messages ' , domain = [ ( ' model ' , ' = ' , _name ) ] ) ,
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}
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def _get_stage_id ( self , cr , uid , context = None ) :
""" Finds type of stage according to object.
@param self : The object pointer
@param cr : the current row , from the database cursor ,
@param uid : the current user ’ s ID for security checks ,
@param context : A standard dictionary for contextual values
"""
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if context is None :
context = { }
type = context and context . get ( ' stage_type ' , ' ' )
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stage_ids = self . pool . get ( ' crm.case.stage ' ) . search ( cr , uid , [ ( ' type ' , ' = ' , type ) , ( ' sequence ' , ' >= ' , 1 ) ] )
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return stage_ids and stage_ids [ 0 ] or False
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_defaults = {
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' active ' : lambda * a : 1 ,
' user_id ' : crm_case . _get_default_user ,
' email_from ' : crm_case . _get_default_email ,
' state ' : lambda * a : ' draft ' ,
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' type ' : lambda * a : ' lead ' ,
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' section_id ' : crm_case . _get_section ,
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' 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 ] ,
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' stage_id ' : _get_stage_id ,
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}
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def onchange_partner_address_id ( self , cr , uid , ids , add , email = False ) :
""" This function returns value of partner email based on Partner Address
@param self : The object pointer
@param cr : the current row , from the database cursor ,
@param uid : the current user ’ s ID for security checks ,
@param ids : List of case IDs
@param add : Id of Partner ' s address
@email : Partner ' s email ID
"""
if not add :
return { ' value ' : { ' email_from ' : False , ' country_id ' : False } }
address = self . pool . get ( ' res.partner.address ' ) . browse ( cr , uid , add )
return { ' value ' : { ' email_from ' : address . email , ' phone ' : address . phone , ' country_id ' : address . country_id . id } }
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def case_open ( self , cr , uid , ids , * args ) :
""" Overrides cancel for crm_case for setting Open Date
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@param self : The object pointer
@param cr : the current row , from the database cursor ,
@param uid : the current user ’ s ID for security checks ,
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@param ids : List of case ' s Ids
@param * args : Give Tuple Value
"""
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old_state = self . read ( cr , uid , ids , [ ' state ' ] ) [ 0 ] [ ' state ' ]
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old_stage_id = self . read ( cr , uid , ids , [ ' stage_id ' ] ) [ 0 ] [ ' stage_id ' ]
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res = super ( crm_lead , self ) . case_open ( cr , uid , ids , * args )
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if old_state == ' draft ' :
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value = { }
if not old_stage_id :
stage_id = super ( crm_lead , self ) . stage_next ( cr , uid , ids , * args )
if stage_id :
value . update ( self . onchange_stage_id ( cr , uid , ids , stage_id , context = { } ) [ ' value ' ] )
value . update ( { ' date_open ' : time . strftime ( ' % Y- % m- %d % H: % M: % S ' ) } )
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self . write ( cr , uid , ids , value )
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for case in self . browse ( cr , uid , ids ) :
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if case . type == ' lead ' :
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message = _ ( " The lead ' %s ' has been opened. " ) % case . name
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elif case . type == ' opportunity ' :
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message = _ ( " The opportunity ' %s ' has been opened. " ) % case . name
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else :
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message = _ ( " The case ' %s ' has been opened. " ) % case . name
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self . log ( cr , uid , case . id , message )
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return res
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def case_close ( self , cr , uid , ids , * args ) :
""" Overrides close for crm_case for setting close date
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@param self : The object pointer
@param cr : the current row , from the database cursor ,
@param uid : the current user ’ s ID for security checks ,
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@param ids : List of case Ids
@param * args : Tuple Value for additional Params
"""
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res = super ( crm_lead , self ) . case_close ( cr , uid , ids , args )
self . write ( cr , uid , ids , { ' date_closed ' : time . strftime ( ' % Y- % m- %d % H: % M: % S ' ) } )
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for case in self . browse ( cr , uid , ids ) :
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if case . type == ' lead ' :
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message = _ ( " The lead ' %s ' has been closed. " ) % case . name
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elif case . type == ' opportunity ' :
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message = _ ( " The opportunity ' %s ' has been closed. " ) % case . name
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else :
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message = _ ( " The case ' %s ' has been closed. " ) % case . name
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self . log ( cr , uid , case . id , message )
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return res
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def convert_opportunity ( self , cr , uid , ids , context = None ) :
""" Precomputation for converting lead to opportunity
@param cr : the current row , from the database cursor ,
@param uid : the current user ’ s ID for security checks ,
@param ids : List of closeday ’ s IDs
@param context : A standard dictionary for contextual values
@return : Value of action in dict
"""
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if context is None :
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context = { }
context . update ( { ' active_ids ' : ids } )
data_obj = self . pool . get ( ' ir.model.data ' )
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data_id = data_obj . _get_id ( cr , uid , ' crm ' , ' view_crm_lead2opportunity_action ' )
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value = { }
view_id = False
if data_id :
view_id = data_obj . browse ( cr , uid , data_id , context = context ) . res_id
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for case in self . browse ( cr , uid , ids ) :
context . update ( { ' active_id ' : case . id } )
if not case . partner_id :
data_id = data_obj . _get_id ( cr , uid , ' crm ' , ' view_crm_lead2opportunity_partner ' )
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view_id1 = False
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if data_id :
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view_id1 = data_obj . browse ( cr , uid , data_id , context = context ) . res_id
value = {
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' name ' : _ ( ' Create Partner ' ) ,
' view_type ' : ' form ' ,
' view_mode ' : ' form,tree ' ,
' res_model ' : ' crm.lead2opportunity.partner ' ,
' view_id ' : False ,
' context ' : context ,
' views ' : [ ( view_id1 , ' form ' ) ] ,
' type ' : ' ir.actions.act_window ' ,
' target ' : ' new ' ,
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' nodestroy ' : True
}
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break
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else :
value = {
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' name ' : _ ( ' Create Opportunity ' ) ,
' view_type ' : ' form ' ,
' view_mode ' : ' form,tree ' ,
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' res_model ' : ' crm.lead2opportunity.action ' ,
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' view_id ' : False ,
' context ' : context ,
' views ' : [ ( view_id , ' form ' ) ] ,
' type ' : ' ir.actions.act_window ' ,
' target ' : ' new ' ,
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' nodestroy ' : True
}
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return value
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def write ( self , cr , uid , ids , vals , context = None ) :
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if ' date_closed ' in vals :
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return super ( crm_lead , self ) . write ( cr , uid , ids , vals , context = context )
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if ' stage_id ' in vals and vals [ ' stage_id ' ] :
stage_obj = self . pool . get ( ' crm.case.stage ' ) . browse ( cr , uid , vals [ ' stage_id ' ] , context = context )
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self . history ( cr , uid , ids , _ ( ' Stage ' ) , details = stage_obj . name )
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message = ' '
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for case in self . browse ( cr , uid , ids , context = context ) :
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if case . type == ' lead ' :
message = _ ( " The stage of lead ' %s ' has been changed to ' %s ' . " ) % ( case . name , case . stage_id . name )
elif case . type == ' opportunity ' :
message = _ ( " The stage of opportunity ' %s ' has been changed to ' %s ' . " ) % ( case . name , case . stage_id . name )
self . log ( cr , uid , case . id , message )
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return super ( crm_lead , self ) . write ( cr , uid , ids , vals , context )
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def stage_next ( self , cr , uid , ids , context = None ) :
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stage = super ( crm_lead , self ) . stage_next ( cr , uid , ids , context = context )
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if stage :
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stage_obj = self . pool . get ( ' crm.case.stage ' ) . browse ( cr , uid , stage , context = context )
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if stage_obj . on_change :
data = { ' probability ' : stage_obj . probability }
self . write ( cr , uid , ids , data )
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return stage
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def message_new ( self , cr , uid , msg , context = None ) :
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"""
Automatically calls when new email message arrives
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@param self : The object pointer
@param cr : the current row , from the database cursor ,
@param uid : the current user ’ s ID for security checks
"""
mailgate_pool = self . pool . get ( ' email.server.tools ' )
subject = msg . get ( ' subject ' )
body = msg . get ( ' body ' )
msg_from = msg . get ( ' from ' )
priority = msg . get ( ' priority ' )
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vals = {
' name ' : subject ,
' email_from ' : msg_from ,
' email_cc ' : msg . get ( ' cc ' ) ,
' description ' : body ,
' user_id ' : False ,
}
if msg . get ( ' priority ' , False ) :
vals [ ' priority ' ] = priority
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res = mailgate_pool . get_partner ( cr , uid , msg . get ( ' from ' ) or msg . get_unixfrom ( ) )
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if res :
vals . update ( res )
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res = self . create ( cr , uid , vals , context )
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attachents = msg . get ( ' attachments ' , [ ] )
for attactment in attachents or [ ] :
data_attach = {
' name ' : attactment ,
' datas ' : binascii . b2a_base64 ( str ( attachents . get ( attactment ) ) ) ,
' datas_fname ' : attactment ,
' description ' : ' Mail attachment ' ,
' res_model ' : self . _name ,
' res_id ' : res ,
}
self . pool . get ( ' ir.attachment ' ) . create ( cr , uid , data_attach )
return res
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def message_update ( self , cr , uid , ids , vals = { } , msg = " " , default_act = ' pending ' , context = None ) :
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"""
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@param self : The object pointer
@param cr : the current row , from the database cursor ,
@param uid : the current user ’ s ID for security checks ,
@param ids : List of update mail ’ s IDs
"""
if isinstance ( ids , ( str , int , long ) ) :
ids = [ ids ]
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if msg . get ( ' priority ' ) in dict ( crm . AVAILABLE_PRIORITIES ) :
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vals [ ' priority ' ] = msg . get ( ' priority ' )
maps = {
' cost ' : ' planned_cost ' ,
' revenue ' : ' planned_revenue ' ,
' probability ' : ' probability '
}
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vls = { }
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for line in msg [ ' body ' ] . split ( ' \n ' ) :
line = line . strip ( )
res = tools . misc . command_re . match ( line )
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if res and maps . get ( res . group ( 1 ) . lower ( ) ) :
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key = maps . get ( res . group ( 1 ) . lower ( ) )
vls [ key ] = res . group ( 2 ) . lower ( )
vals . update ( vls )
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# Unfortunately the API is based on lists
# but we want to update the state based on the
# previous state, so we have to loop:
for case in self . browse ( cr , uid , ids , context = context ) :
values = dict ( vals )
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if case . state in CRM_LEAD_PENDING_STATES :
values . update ( state = crm . AVAILABLE_STATES [ 1 ] [ 0 ] ) #re-open
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res = self . write ( cr , uid , [ case . id ] , values , context = context )
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return res
def msg_send ( self , cr , uid , id , * args , * * argv ) :
""" Send The Message
@param self : The object pointer
@param cr : the current row , from the database cursor ,
@param uid : the current user ’ s ID for security checks ,
@param ids : List of email ’ s IDs
@param * args : Return Tuple Value
@param * * args : Return Dictionary of Keyword Value
"""
return True
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crm_lead ( )
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: