# -*- coding: utf-8 -*- ############################################################################## # # OpenERP, Open Source Management Solution # Copyright (C) 2004-2010 Tiny SPRL (). # # 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 . # ############################################################################## from osv import fields, osv from datetime import datetime import crm import time from tools.translate import _ from crm import crm_case import binascii import tools CRM_LEAD_PENDING_STATES = ( crm.AVAILABLE_STATES[2][0], # Cancelled crm.AVAILABLE_STATES[3][0], # Done crm.AVAILABLE_STATES[4][0], # Pending ) class read_group_full(object): def __init__(self, field, obj, domain): self.field = field self.obj = obj self.domain = domain def __call__(self, method): def lookup(self2, cr, uid, domain, fields, groupby, offset=0, limit=None, context=None, orderby=False): result = method(self2, cr, uid, domain, fields, groupby, offset, limit, context, orderby) if groupby and groupby[0]==self.field: stage_obj = self2.pool.get(self.obj) stage_ids = map(lambda x: x[self.field][0], result) stage_ids = stage_obj.search(cr, uid, ['|',('id','in',stage_ids)] + self.domain, context=context) stages = stage_obj.name_get(cr, uid, stage_ids, context=context) # as both lists are sorted in the same way, we can merge in one pass pos = 0 while (pos 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 = { # 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"), 'id': fields.integer('ID', readonly=True), 'name': fields.char('Name', size=64, 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="E-mail 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_id': fields.many2one('crm.case.categ', 'Category', \ 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 that will be created while converting the into opportunity', select=1), '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."), 'type':fields.selection([ ('lead','Lead'), ('opportunity','Opportunity'), ],'Type', help="Type is used to separate Leads and Opportunities"), 'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'), 'date_closed': fields.datetime('Closed', readonly=True), 'stage_id': fields.many2one('crm.case.stage', 'Stage', domain="[('section_ids', '=', section_id)]"), 'user_id': fields.many2one('res.users', 'Salesman'), '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.selection(crm.AVAILABLE_STATES, 'State', size=16, readonly=True, 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\'.'), 'message_ids': fields.one2many('mail.message', 'res_id', 'Messages', domain=[('model','=',_name)]), 'subjects': fields.function(_get_email_subject, fnct_search=_history_search, string='Subject of Email', type='char', size=64), # Only used for type opportunity 'partner_address_id': fields.many2one('res.partner.address', 'Partner Contact', domain="[('partner_id','=',partner_id)]"), 'probability': fields.float('Probability (%)',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'), 'title_action': fields.char('Next Action', size=64), 'stage_id': fields.many2one('crm.case.stage', 'Stage', domain="[('section_ids', '=', section_id)]"), 'color': fields.integer('Color Index'), 'partner_address_name': fields.related('partner_address_id', 'name', type='char', string='Partner Contact Name', readonly=True), 'company_currency': fields.related('company_id', 'currency_id', 'symbol', type='char', string='Company Currency', readonly=True), 'user_email': fields.related('user_id', 'user_email', type='char', string='User Email', readonly=True), 'user_login': fields.related('user_id', 'login', type='char', string='User Login', readonly=True), } _defaults = { 'active': lambda *a: 1, 'user_id': crm_case._get_default_user, 'email_from': crm_case._get_default_email, 'state': lambda *a: 'draft', 'type': lambda *a: 'lead', 'section_id': crm_case._get_section, '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 onchange_partner_address_id(self, cr, uid, ids, add, email=False): """This function returns value of partner email based on Partner Address """ 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}} def on_change_optin(self, cr, uid, ids, optin): return {'value':{'optin':optin,'optout':False}} def on_change_optout(self, cr, uid, ids, optout): return {'value':{'optout':optout,'optin':False}} def onchange_stage_id(self, cr, uid, ids, stage_id, context={}): 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 stage_find_percent(self, cr, uid, percent, section_id): """ Return the first stage with a probability == percent """ stage_pool = self.pool.get('crm.case.stage') if section_id : ids = stage_pool.search(cr, uid, [("probability", '=', percent), ("section_ids", 'in', [section_id])]) else : ids = stage_pool.search(cr, uid, [("probability", '=', percent)]) if ids: return ids[0] return False def stage_find_lost(self, cr, uid, section_id): return self.stage_find_percent(cr, uid, 0.0, section_id) def stage_find_won(self, cr, uid, section_id): return self.stage_find_percent(cr, uid, 100.0, section_id) def case_open(self, cr, uid, ids, *args): for l in self.browse(cr, uid, ids): # When coming from draft override date and stage otherwise just set state if l.state == 'draft': if l.type == 'lead': message = _("The lead '%s' has been opened.") % l.name elif l.type == 'opportunity': message = _("The opportunity '%s' has been opened.") % l.name else: message = _("The case '%s' has been opened.") % l.name self.log(cr, uid, l.id, message) value = {'date_open': time.strftime('%Y-%m-%d %H:%M:%S')} self.write(cr, uid, [l.id], value) if l.type == 'opportunity' and not l.stage_id: stage_id = self.stage_find(cr, uid, l.section_id.id or False, [('sequence','>',0)]) if stage_id: self.stage_set(cr, uid, [l.id], stage_id) res = super(crm_lead, self).case_open(cr, uid, ids, *args) return res def case_close(self, cr, uid, ids, *args): 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')}) for case in self.browse(cr, uid, ids): if case.type == 'lead': message = _("The lead '%s' has been closed.") % case.name else: message = _("The case '%s' has been closed.") % case.name self.log(cr, uid, case.id, message) return res def case_cancel(self, cr, uid, ids, *args): """Overrides cancel for crm_case for setting probability """ res = super(crm_lead, self).case_cancel(cr, uid, ids, args) self.write(cr, uid, ids, {'probability' : 0.0}) return res def case_reset(self, cr, uid, ids, *args): """Overrides reset as draft in order to set the stage field as empty """ res = super(crm_lead, self).case_reset(cr, uid, ids, *args) self.write(cr, uid, ids, {'stage_id': False, 'probability': 0.0}) return res def case_mark_lost(self, cr, uid, ids, *args): """Mark the case as lost: state = done and probability = 0% """ res = super(crm_lead, self).case_close(cr, uid, ids, *args) self.write(cr, uid, ids, {'probability' : 0.0}) for l in self.browse(cr, uid, ids): stage_id = self.stage_find_lost(cr, uid, l.section_id.id or False) if stage_id: self.stage_set(cr, uid, [l.id], stage_id) message = _("The opportunity '%s' has been marked as lost.") % l.name self.log(cr, uid, l.id, message) return res def case_mark_won(self, cr, uid, ids, *args): """Mark the case as lost: state = done and probability = 0% """ res = super(crm_lead, self).case_close(cr, uid, ids, *args) self.write(cr, uid, ids, {'probability' : 100.0}) for l in self.browse(cr, uid, ids): stage_id = self.stage_find_won(cr, uid, l.section_id.id or False) if stage_id: self.stage_set(cr, uid, [l.id], stage_id) message = _("The opportunity '%s' has been been won.") % l.name self.log(cr, uid, l.id, message) return res 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, *args): """Set lead priority to high """ return self.set_priority(cr, uid, ids, '1') def set_normal_priority(self, cr, uid, ids, *args): """Set lead priority to normal """ return self.set_priority(cr, uid, ids, '3') def convert_opportunity(self, cr, uid, ids, context=None): """ Precomputation for converting lead to opportunity """ if context is None: context = {} context.update({'active_ids': ids}) data_obj = self.pool.get('ir.model.data') value = {} for case in self.browse(cr, uid, ids, context=context): context.update({'active_id': case.id}) data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_partner') view_id1 = False if data_id: view_id1 = data_obj.browse(cr, uid, data_id, context=context).res_id value = { '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', 'nodestroy': True } return value def message_new(self, cr, uid, msg, custom_values=None, context=None): """Automatically calls when new email message arrives""" res_id = super(crm_lead, self).message_new(cr, uid, msg, custom_values=custom_values, context=context) subject = msg.get('subject') or _("No Subject") body = msg.get('body_text') msg_from = msg.get('from') priority = msg.get('priority') vals = { 'name': subject, 'email_from': msg_from, 'email_cc': msg.get('cc'), 'description': body, 'user_id': False, } if priority: vals['priority'] = priority vals.update(self.message_partner_by_email(cr, uid, msg.get('from', False))) self.write(cr, uid, [res_id], vals, context) return res_id def message_update(self, cr, uid, ids, msg, vals={}, default_act='pending', context=None): if isinstance(ids, (str, int, long)): ids = [ids] super(crm_lead, self).message_update(cr, uid, ids, msg, context=context) if msg.get('priority') in dict(crm.AVAILABLE_PRIORITIES): vals['priority'] = msg.get('priority') maps = { 'cost':'planned_cost', 'revenue': 'planned_revenue', 'probability':'probability' } vls = {} for line in msg['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()) vls[key] = res.group(2).lower() vals.update(vls) # 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) if case.state in CRM_LEAD_PENDING_STATES: values.update(state=crm.AVAILABLE_STATES[1][0]) #re-open res = self.write(cr, uid, [case.id], values, context=context) return res 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 """ value = {} for opp in self.browse(cr, uid, ids, context=context): data_obj = self.pool.get('ir.model.data') # Get meeting views result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_meetings_filter') res = data_obj.read(cr, uid, result, ['res_id']) id1 = data_obj._get_id(cr, uid, 'crm', 'crm_case_calendar_view_meet') id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_form_view_meet') id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_tree_view_meet') if id1: id1 = data_obj.browse(cr, uid, id1, context=context).res_id if id2: id2 = data_obj.browse(cr, uid, id2, context=context).res_id if id3: id3 = data_obj.browse(cr, uid, id3, context=context).res_id context = { 'default_opportunity_id': opp.id, 'default_partner_id': opp.partner_id and opp.partner_id.id or False, 'default_user_id': uid, 'default_section_id': opp.section_id and opp.section_id.id or False, 'default_email_from': opp.email_from, 'default_state': 'open', 'default_name': opp.name } value = { 'name': _('Meetings'), 'context': context, 'view_type': 'form', 'view_mode': 'calendar,form,tree', 'res_model': 'crm.meeting', 'view_id': False, 'views': [(id1, 'calendar'), (id2, 'form'), (id3, 'tree')], 'type': 'ir.actions.act_window', 'search_view_id': res['res_id'], 'nodestroy': True } return value 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(_('Warning !'), _('You can not delete this lead. You should better cancel it.')) return super(crm_lead, self).unlink(cr, uid, ids, context) def write(self, cr, uid, ids, vals, context=None): if not context: context = {} if 'date_closed' in vals: return super(crm_lead,self).write(cr, uid, ids, vals, context=context) 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) text = _("Changed Stage to: %s") % stage_obj.name self.message_append(cr, uid, ids, text, body_text=text, context=context) message='' for case in self.browse(cr, uid, ids, context=context): if case.type == 'lead' or context.get('stage_type',False)=='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 super(crm_lead,self).write(cr, uid, ids, vals, context) crm_lead() # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: