# -*- coding: utf-8 -*- ############################################################################## # # OpenERP, Open Source Management Solution # Copyright (C) 2004-today OpenERP SA () # # 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 . # ############################################################################## import binascii from base_status.base_stage import base_stage import crm from datetime import datetime from mail.mail_message import to_email from osv import fields, osv import time import tools from tools.translate import _ 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(base_stage, osv.osv): """ CRM Lead Case """ _name = "crm.lead" _description = "Lead/Opportunity" _order = "priority,date_action,id desc" _inherit = ['ir.needaction_mixin', 'mail.thread'] _mail_compose_message = True 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) 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'), ('type', '=', 'both')], context=context) def _resolve_section_id_from_context(self, cr, uid, context=None): """ Returns ID of section based on the value of 'section_id' context key, or None if it cannot be resolved to a single Sales Team. """ if context is None: context = {} 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) if len(section_ids) == 1: return int(section_ids[0][0]) return None def _resolve_type_from_context(self, cr, uid, context=None): """ Returns the type (lead or opportunity) from the type context key. Returns None if it cannot be resolved. """ if context is None: context = {} return context.get('default_type') def _read_group_stage_ids(self, cr, uid, ids, domain, read_group_order=None, access_rights_uid=None, context=None): access_rights_uid = access_rights_uid or uid stage_obj = self.pool.get('crm.case.stage') order = stage_obj._order # lame hack to allow reverting search, should just work in the trivial case if read_group_order == 'stage_id desc': order = "%s desc" % order # retrieve section_id from the context and write the domain # - ('id', 'in', 'ids'): add columns that should be present # - OR ('case_default', '=', True), ('fold', '=', False): add default columns that are not folded # - OR ('section_ids', '=', section_id), ('fold', '=', False) if section_id: add section columns that are not folded search_domain = [] section_id = self._resolve_section_id_from_context(cr, uid, context=context) if section_id: search_domain += ['|', '&', ('section_ids', '=', section_id), ('fold', '=', False)] search_domain += ['|', ('id', 'in', ids), '&', ('case_default', '=', True), ('fold', '=', False)] # retrieve type from the context (if set: choose 'type' or 'both') type = self._resolve_type_from_context(cr, uid, context=context) if type: search_domain += ['|', ('type', '=', type), ('type', '=', 'both')] # perform search 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]))) return result _group_by_full = { 'stage_id': _read_group_stage_ids } def _compute_day(self, cr, uid, ids, fields, args, context=None): """ @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 """ cal_obj = self.pool.get('resource.calendar') res_obj = self.pool.get('resource.resource') res = {} for lead in self.browse(cr, uid, ids, context=context): for field in fields: res[lead.id] = {} duration = 0 ans = False 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 date_until = lead.date_open 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") date_until = lead.date_closed ans = date_close - date_create if ans: resource_id = False if lead.user_id: resource_ids = res_obj.search(cr, uid, [('user_id','=',lead.user_id.id)]) if len(resource_ids): resource_id = resource_ids[0] duration = float(ans.days) if lead.section_id and lead.section_id.resource_calendar_id: duration = float(ans.days) * 24 new_dates = cal_obj.interval_get(cr, uid, lead.section_id.resource_calendar_id and lead.section_id.resource_calendar_id.id or False, datetime.strptime(lead.create_date, '%Y-%m-%d %H:%M:%S'), duration, resource=resource_id ) no_days = [] date_until = datetime.strptime(date_until, '%Y-%m-%d %H:%M:%S') for in_time, out_time in new_dates: if in_time.date not in no_days: no_days.append(in_time.date) if out_time > date_until: break duration = len(no_days) 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')] 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.email_from: res[obj.id] = msg.subject break return res _columns = { 'partner_id': fields.many2one('res.partner', 'Partner', ondelete='set null', select=True, help="Optional linked partner, usually after conversion of the lead"), 'id': fields.integer('ID', readonly=True), 'name': fields.char('Subject', size=64, required=True, select=1), 'active': fields.boolean('Active', required=False), '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.'), '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'), '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_id','=',section_id),('section_id','=',False)]", help="From which campaign (seminar, marketing campaign, mass mailing, ...) did this contact come from?"), '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."), '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="['&', '|', ('section_ids', '=', section_id), ('case_default', '=', True), '|', ('type', '=', type), ('type', '=', 'both')]"), 'user_id': fields.many2one('res.users', 'Salesperson'), 'referred': fields.char('Referred By', size=64), 'date_open': fields.datetime('Opened', 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="State", readonly=True, help='The state is set to \'Draft\', when a case is created.\ If the case is in progress the state is set to \'Open\'.\ When the case is over, the state is set to \'Done\'.\ If the case needs to be reviewed then the state is \ set to \'Pending\'.'), 'subjects': fields.function(_get_email_subject, fnct_search=_history_search, string='Subject of Email', type='char', size=64), # Only used for type opportunity 'probability': fields.float('Success Rate (%)',group_operator="avg"), 'planned_revenue': fields.float('Expected Revenue'), '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), 'date_deadline': fields.date('Expected Closing'), 'date_action': fields.date('Next Action Date', select=True), 'title_action': fields.char('Next Action', size=64), 'color': fields.integer('Color Index'), 'partner_address_name': fields.related('partner_id', 'name', type='char', string='Partner Contact Name', readonly=True), 'partner_address_email': fields.related('partner_id', 'email', type='char', string='Partner Contact Email', readonly=True), 'company_currency': fields.related('company_id', 'currency_id', 'symbol', type='char', string='Company Currency', readonly=True), 'user_email': fields.related('user_id', 'email', type='char', string='User Email', readonly=True), 'user_login': fields.related('user_id', 'login', type='char', string='User Login', readonly=True), # Fields for address, due to separation from crm and res.partner 'street': fields.char('Street', size=128), 'street2': fields.char('Street2', size=128), 'zip': fields.char('Zip', change_default=True, size=24), 'city': fields.char('City', size=128), 'state_id': fields.many2one("res.country.state", 'State', domain="[('country_id','=',country_id)]"), 'country_id': fields.many2one('res.country', 'Country'), 'phone': fields.char('Phone', size=64), 'fax': fields.char('Fax', size=64), 'mobile': fields.char('Mobile', size=64), 'function': fields.char('Function', size=128), 'title': fields.many2one('res.partner.title', 'Title'), 'company_id': fields.many2one('res.company', 'Company', select=1), 'payment_mode': fields.many2one('crm.payment.mode', 'Payment Mode', \ domain="[('section_id','=',section_id)]"), 'planned_cost': fields.float('Planned Costs'), } _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), '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), 'priority': lambda *a: crm.AVAILABLE_PRIORITIES[2][0], 'color': 0, } def create(self, cr, uid, vals, context=None): obj_id = super(crm_lead, self).create(cr, uid, vals, 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':{}} 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}} def on_change_partner(self, cr, uid, ids, partner_id, context=None): result = {} 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, } return {'value' : values} 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=[], order='sequence', context=None): """ Override of the base.stage method Parameter of the stage search taken from the lead: - type: stage type must be the same or 'both' - section_id: if set, stages must belong to this section or be a default stage; if not set, stages must be default stages """ if isinstance(cases, (int, long)): cases = self.browse(cr, uid, cases, context=context) # collect all section_ids section_ids = [] types = ['both'] if section_id: section_ids.append(section_id) for lead in cases: if lead.section_id: section_ids.append(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 = [] if section_ids: search_domain += [('|')] * len(section_ids) for section_id in section_ids: search_domain.append(('section_ids', '=', section_id)) search_domain.append(('case_default', '=', True)) # AND with cases types search_domain.append(('type', 'in', types)) # AND with the domain in parameter search_domain += list(domain) # perform search, return the first found stage_ids = self.pool.get('crm.case.stage').search(cr, uid, search_domain, order=order, context=context) if stage_ids: 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 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) 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 """ 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) 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): """ Set lead priority """ return self.write(cr, uid, ids, {'priority' : priority}) def set_high_priority(self, cr, uid, ids, context=None): """ Set lead priority to high """ return self.set_priority(cr, uid, ids, '1') def set_normal_priority(self, cr, uid, ids, context=None): """ Set lead priority to normal """ return self.set_priority(cr, uid, ids, '3') def _merge_data(self, cr, uid, ids, oldest, fields, context=None): # prepare opportunity data into dictionary for merging opportunities = self.browse(cr, uid, ids, context=context) def _get_first_not_null(attr): if hasattr(oldest, attr): return getattr(oldest, attr) for opportunity in opportunities: if hasattr(opportunity, attr): return getattr(opportunity, attr) return False def _get_first_not_null_id(attr): res = _get_first_not_null(attr) return res and res.id or False def _concat_all(attr): return ', '.join(filter(lambda x: x, [getattr(opportunity, attr) or '' for opportunity in opportunities if hasattr(opportunity, attr)])) data = {} for field_name in fields: field_info = self._all_columns.get(field_name) if field_info is None: continue field = field_info.column if field._type in ('many2many', 'one2many'): continue elif field._type == 'many2one': data[field_name] = _get_first_not_null_id(field_name) # !! elif field._type == 'text': data[field_name] = _concat_all(field_name) #not lost else: data[field_name] = _get_first_not_null(field_name) #not lost return data def _merge_find_oldest(self, cr, uid, ids, context=None): if context is None: context = {} #TOCHECK: where pass 'convert' in context ? if context.get('convert'): ids = list(set(ids) - set(context.get('lead_ids', False)) ) #search opportunities order by create date opportunity_ids = self.search(cr, uid, [('id', 'in', ids)], order='create_date' , context=context) oldest_id = opportunity_ids[0] return self.browse(cr, uid, oldest_id, context=context) def _mail_body_text(self, cr, uid, lead, fields, title=False, context=None): body = [] if title: body.append("%s\n" % (title)) for field_name in fields: field_info = self._all_columns.get(field_name) if field_info is None: continue field = field_info.column value = None if field._type == 'selection': if hasattr(field.selection, '__call__'): key = field.selection(self, cr, uid, context=context) else: key = field.selection value = dict(key).get(lead[field_name], lead[field_name]) elif field._type == 'many2one': if lead[field_name]: value = lead[field_name].name_get()[0][1] else: value = lead[field_name] body.append("%s: %s" % (field.string, value or '')) return "\n".join(body + ['---']) def _merge_notification(self, cr, uid, opportunity_id, opportunities, context=None): #TOFIX: mail template should be used instead of fix body, subject text details = [] merge_message = _('Merged opportunities') subject = [merge_message] fields = ['name', 'partner_id', 'stage_id', 'section_id', 'user_id', 'categ_ids', 'channel_id', 'company_id', 'contact_name', 'email_from', 'phone', 'fax', 'mobile', 'state_id', 'description', 'probability', 'planned_revenue', 'country_id', 'city', 'street', 'street2', 'zip'] for opportunity in opportunities: subject.append(opportunity.name) title = "%s : %s" % (merge_message, opportunity.name) details.append(self._mail_body_text(cr, uid, opportunity, fields, title=title, context=context)) subject = subject[0] + ", ".join(subject[1:]) details = "\n\n".join(details) return self.message_append_note(cr, uid, [opportunity_id], subject=subject, body=details) def _merge_opportunity_history(self, cr, uid, opportunity_id, opportunities, context=None): message = self.pool.get('mail.message') for opportunity in opportunities: for history in opportunity.message_ids: message.write(cr, uid, history.id, { 'res_id': opportunity_id, 'subject' : _("From %s : %s") % (opportunity.name, history.subject) }, context=context) return True def _merge_opportunity_attachments(self, cr, uid, opportunity_id, opportunities, context=None): attachment = 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) count = 1 first_attachments = _get_attachments(opportunity_id) 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 return True def merge_opportunity(self, cr, uid, ids, context=None): """ To merge opportunities :param ids: list of opportunities ids to merge """ if context is None: context = {} #TOCHECK: where pass lead_ids in context? lead_ids = context and context.get('lead_ids', []) or [] if len(ids) <= 1: raise osv.except_osv(_('Warning!'),_('Please select more than one opportunity from the list view.')) 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 else: first_opportunity = opportunities_list[0] tail_opportunities = opportunities_list[1:] fields = ['partner_id', 'title', 'name', 'categ_ids', 'channel_id', 'city', 'company_id', 'contact_name', 'country_id', 'type_id', 'user_id', 'section_id', 'state_id', 'description', 'email', 'fax', 'mobile', 'partner_name', 'phone', 'probability', 'planned_revenue', 'street', 'street2', 'zip', 'create_date', 'date_action_last', 'date_action_next', 'email_from', 'email_cc', 'partner_name'] data = self._merge_data(cr, uid, ids, oldest, fields, context=context) # merge data into first opportunity self.write(cr, uid, [first_opportunity.id], data, context=context) #copy message 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) #Notification about loss of information self._merge_notification(cr, uid, first_opportunity, opportunities, context=context) #delete tail opportunities self.unlink(cr, uid, [x.id for x in tail_opportunities], context=context) #open first opportunity self.case_open(cr, uid, [first_opportunity.id]) return first_opportunity.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 { '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': time.strftime('%Y-%m-%d %H:%M:%S'), 'date_open': time.strftime('%Y-%m-%d %H:%M:%S'), } def convert_opportunity(self, cr, uid, ids, partner_id, user_ids=False, section_id=False, context=None): partner = self.pool.get('res.partner') mail_message = self.pool.get('mail.message') customer = False if partner_id: 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'): continue if user_ids or section_id: self.allocate_salesman(cr, uid, [lead.id], user_ids, section_id, context=context) 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) #TOCHECK: why need to change partner details in all messages of lead ? if lead.partner_id: msg_ids = [ x.id for x in lead.message_ids] mail_message.write(cr, uid, msg_ids, { 'partner_id': lead.partner_id.id }, context=context) return True 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, '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 to_email(lead.email_from)[0], 'fax': lead.fax, 'title': lead.title and lead.title.id or False, 'function': lead.function, 'street': lead.street, 'street2': lead.street2, 'zip': lead.zip, 'city': lead.city, 'country_id': lead.country_id and lead.country_id.id or False, 'state_id': lead.state_id and lead.state_id.id or False, 'is_company': is_company, 'type': 'contact' } partner = partner.create(cr, uid,vals, context) return partner def _create_lead_partner(self, cr, uid, lead, context=None): 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) self._lead_create_contact(cr, uid, lead, lead.contact_name, False, partner_id, context=context) elif lead.partner_name and not lead.contact_name: 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) else: partner_id = self._lead_create_contact(cr, uid, lead, lead.name, False, context=context) return partner_id def _lead_set_partner(self, cr, uid, lead, partner_id, context=None): 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}) 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) return res def convert_partner(self, cr, uid, ids, action='create', partner_id=False, context=None): """ This function convert partner based on action. if action is 'create', create new partner with contact and assign lead to new partner_id. otherwise assign lead to specified partner_id """ if context is None: context = {} partner_ids = {} for lead in self.browse(cr, uid, ids, context=context): if action == 'create': if not partner_id: partner_id = self._create_lead_partner(cr, uid, lead, context) self._lead_set_partner(cr, uid, lead, partner_id, context=context) partner_ids[lead.id] = partner_id return partner_ids def _send_mail_to_salesman(self, cr, uid, lead, context=None): """ Send mail to salesman with updated Lead details. @ lead: browse record of 'crm.lead' object. """ #TOFIX: mail template should be used here instead of fix subject, body text. message = self.pool.get('mail.message') email_to = lead.user_id and lead.user_id.email if not email_to: return False email_from = lead.section_id and lead.section_id.user_id and lead.section_id.user_id.email or email_to partner = lead.partner_id and lead.partner_id.name or lead.partner_name subject = "lead %s converted into opportunity" % lead.name body = "Info \n Id : %s \n Subject: %s \n Partner: %s \n Description : %s " % (lead.id, lead.name, lead.partner_id.name, lead.description) return message.schedule_with_attach(cr, uid, email_from, [email_to], subject, body) def allocate_salesman(self, cr, uid, ids, user_ids, team_id=False, context=None): index = 0 for lead_id in ids: value = {} if team_id: value['section_id'] = team_id if index < len(user_ids): value['user_id'] = user_ids[index] index += 1 if value: self.write(cr, uid, [lead_id], value, context=context) return True def schedule_phonecall(self, cr, uid, ids, schedule_time, call_summary, desc, phone, contact_name, user_id=False, section_id=False, categ_id=False, action='schedule', context=None): """ action :('schedule','Schedule a call'), ('log','Log a call') """ phonecall = self.pool.get('crm.phonecall') 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: categ_id = model_data.browse(cr, uid, res_id, context=context).res_id 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 if not user_id: user_id = lead.user_id and lead.user_id.id or False vals = { 'name' : call_summary, 'opportunity_id' : lead.id, 'user_id' : user_id or False, 'categ_id' : categ_id or False, 'description' : desc or '', 'date' : schedule_time, 'section_id' : section_id or False, 'partner_id': lead.partner_id and lead.partner_id.id or False, 'partner_phone' : phone or lead.phone or (lead.partner_id and lead.partner_id.phone or False), 'partner_mobile' : lead.partner_id and lead.partner_id.mobile or False, 'priority': lead.priority, } new_id = phonecall.create(cr, uid, vals, context=context) phonecall.case_open(cr, uid, [new_id], context=context) if action == 'log': phonecall.case_close(cr, uid, [new_id], context=context) phonecall_dict[lead.id] = new_id self.schedule_phonecall_send_note(cr, uid, [lead.id], new_id, action, context=context) return phonecall_dict def redirect_opportunity_view(self, cr, uid, opportunity_id, context=None): models_data = self.pool.get('ir.model.data') # Get Opportunity views form_view = models_data.get_object_reference(cr, uid, 'crm', 'crm_case_form_view_oppor') tree_view = models_data.get_object_reference(cr, uid, 'crm', 'crm_case_tree_view_oppor') return { 'name': _('Opportunity'), 'view_type': 'form', 'view_mode': 'tree, form', 'res_model': 'crm.lead', 'domain': [('type', '=', 'opportunity')], 'res_id': int(opportunity_id), 'view_id': False, 'views': [(form_view and form_view[1] or False, 'form'), (tree_view and tree_view[1] or False, 'tree'), (False, 'calendar'), (False, 'graph')], 'type': 'ir.actions.act_window', } def action_makeMeeting(self, cr, uid, ids, context=None): """ This opens Meeting's calendar view to schedule meeting on current Opportunity @return : Dictionary value for created Meeting view """ opportunity = self.browse(cr, uid, ids[0], context) res = self.pool.get('ir.actions.act_window').for_xml_id(cr, uid, 'base_calendar', 'action_crm_meeting', context) res['context'] = { 'default_opportunity_id': opportunity.id, 'default_partner_id': opportunity.partner_id and opportunity.partner_id.id or False, 'default_partner_ids' : opportunity.partner_id and [opportunity.partner_id.id] or False, 'default_user_id': uid, 'default_section_id': opportunity.section_id and opportunity.section_id.id or False, 'default_email_from': opportunity.email_from, 'default_state': 'open', 'default_name': opportunity.name, } return res def unlink(self, cr, uid, ids, context=None): for lead in self.browse(cr, uid, ids, context): if (not lead.section_id.allow_unlink) and (lead.state != 'draft'): raise osv.except_osv(_('Error!'), _("You cannot delete lead '%s' because it is not in 'Draft' state. " \ "You can still cancel it, instead of deleting it.") % lead.name) return super(crm_lead, self).unlink(cr, uid, ids, 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 return super(crm_lead,self).write(cr, uid, ids, vals, context) # ---------------------------------------- # Mail Gateway # ---------------------------------------- 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 = {} custom_values.update({ 'name': msg.get('subject') or _("No Subject"), 'description': msg.get('body_text'), 'email_from': msg.get('from'), 'email_cc': msg.get('cc'), 'user_id': False, }) if msg.get('priority') in dict(crm.AVAILABLE_PRIORITIES): custom_values['priority'] = msg.get('priority') custom_values.update(self.message_partner_by_email(cr, uid, msg.get('from', False), context=context)) return super(crm_lead, self).message_new(cr, uid, msg, custom_values=custom_values, 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 through message_process. This method updates the document according to the email. """ if isinstance(ids, (str, int, long)): ids = [ids] if update_vals is None: update_vals = {} if msg.get('priority') in dict(crm.AVAILABLE_PRIORITIES): vals['priority'] = msg.get('priority') maps = { 'cost':'planned_cost', 'revenue': 'planned_revenue', 'probability':'probability', } for line in msg.get('body_text', '').split('\n'): line = line.strip() res = tools.misc.command_re.match(line) if res and maps.get(res.group(1).lower()): key = maps.get(res.group(1).lower()) vals[key] = res.group(2).lower() return super(crm_lead, self).message_update(cr, uid, ids, msg, update_vals=update_vals, context=context) # ---------------------------------------- # OpenChatter methods and notifications # ---------------------------------------- def message_get_monitored_follower_fields(self, cr, uid, ids, context=None): """ Add 'user_id' to the monitored fields """ res = super(crm_lead, self).message_get_monitored_follower_fields(cr, uid, ids, context=context) return res + ['user_id'] 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_append_note(cr, uid, ids, body= _("Stage changed to %s.") % (stage_name), 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_append_note(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_append_note(cr, uid, ids, body=message, context=context) def case_mark_won_send_note(self, cr, uid, ids, context=None): message = _("Opportunity has been won.") return self.message_append_note(cr, uid, ids, body=message, 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) return self.message_append_note(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_append_note(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_append_note(body=message) return True crm_lead() # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: