912 lines
45 KiB
Python
912 lines
45 KiB
Python
# -*- coding: utf-8 -*-
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##############################################################################
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#
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# OpenERP, Open Source Management Solution
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# Copyright (C) 2004-today OpenERP SA (<http://www.openerp.com>)
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as
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# published by the Free Software Foundation, either version 3 of the
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# License, or (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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##############################################################################
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import binascii
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from base_status.base_stage import base_stage
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import crm
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from datetime import datetime
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from mail.mail_message import to_email
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from osv import fields, osv
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import time
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import tools
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from tools.translate import _
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CRM_LEAD_PENDING_STATES = (
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crm.AVAILABLE_STATES[2][0], # Cancelled
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crm.AVAILABLE_STATES[3][0], # Done
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crm.AVAILABLE_STATES[4][0], # Pending
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)
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class crm_lead(base_stage, osv.osv):
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""" CRM Lead Case """
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_name = "crm.lead"
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_description = "Lead/Opportunity"
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_order = "priority,date_action,id desc"
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_inherit = ['ir.needaction_mixin', 'mail.thread']
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_mail_compose_message = True
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def _get_default_section_id(self, cr, uid, context=None):
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""" Gives default section by checking if present in the context """
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return (self._resolve_section_id_from_context(cr, uid, context=context) or False)
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def _get_default_stage_id(self, cr, uid, context=None):
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""" Gives default stage_id """
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section_id = self._get_default_section_id(cr, uid, context=context)
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return self.stage_find(cr, uid, [], section_id, [('state', '=', 'draft'), ('type', '=', 'both')], context=context)
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def _resolve_section_id_from_context(self, cr, uid, context=None):
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""" Returns ID of section based on the value of 'section_id'
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context key, or None if it cannot be resolved to a single
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Sales Team.
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"""
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if context is None:
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context = {}
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if type(context.get('default_section_id')) in (int, long):
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return context.get('default_section_id')
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if isinstance(context.get('default_section_id'), basestring):
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section_name = context['default_section_id']
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section_ids = self.pool.get('crm.case.section').name_search(cr, uid, name=section_name, context=context)
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if len(section_ids) == 1:
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return int(section_ids[0][0])
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return None
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def _resolve_type_from_context(self, cr, uid, context=None):
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""" Returns the type (lead or opportunity) from the type context
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key. Returns None if it cannot be resolved.
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"""
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if context is None:
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context = {}
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return context.get('default_type')
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def _read_group_stage_ids(self, cr, uid, ids, domain, read_group_order=None, access_rights_uid=None, context=None):
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access_rights_uid = access_rights_uid or uid
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stage_obj = self.pool.get('crm.case.stage')
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order = stage_obj._order
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# lame hack to allow reverting search, should just work in the trivial case
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if read_group_order == 'stage_id desc':
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order = "%s desc" % order
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# retrieve section_id from the context and write the domain
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# - ('id', 'in', 'ids'): add columns that should be present
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# - OR ('case_default', '=', True), ('fold', '=', False): add default columns that are not folded
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# - OR ('section_ids', '=', section_id), ('fold', '=', False) if section_id: add section columns that are not folded
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search_domain = []
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section_id = self._resolve_section_id_from_context(cr, uid, context=context)
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if section_id:
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search_domain += ['|', '&', ('section_ids', '=', section_id), ('fold', '=', False)]
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search_domain += ['|', ('id', 'in', ids), '&', ('case_default', '=', True), ('fold', '=', False)]
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# retrieve type from the context (if set: choose 'type' or 'both')
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type = self._resolve_type_from_context(cr, uid, context=context)
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if type:
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search_domain += ['|', ('type', '=', type), ('type', '=', 'both')]
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# perform search
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stage_ids = stage_obj._search(cr, uid, search_domain, order=order, access_rights_uid=access_rights_uid, context=context)
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result = stage_obj.name_get(cr, access_rights_uid, stage_ids, context=context)
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# restore order of the search
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result.sort(lambda x,y: cmp(stage_ids.index(x[0]), stage_ids.index(y[0])))
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return result
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_group_by_full = {
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'stage_id': _read_group_stage_ids
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}
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def _compute_day(self, cr, uid, ids, fields, args, context=None):
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"""
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@param cr: the current row, from the database cursor,
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@param uid: the current user’s ID for security checks,
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@param ids: List of Openday’s IDs
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@return: difference between current date and log date
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@param context: A standard dictionary for contextual values
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"""
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cal_obj = self.pool.get('resource.calendar')
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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:
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res[lead.id] = {}
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duration = 0
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ans = False
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if field == 'day_open':
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if lead.date_open:
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date_create = datetime.strptime(lead.create_date, "%Y-%m-%d %H:%M:%S")
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date_open = datetime.strptime(lead.date_open, "%Y-%m-%d %H:%M:%S")
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ans = date_open - date_create
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date_until = lead.date_open
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elif field == 'day_close':
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if lead.date_closed:
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date_create = datetime.strptime(lead.create_date, "%Y-%m-%d %H:%M:%S")
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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:
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resource_id = False
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if lead.user_id:
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resource_ids = res_obj.search(cr, uid, [('user_id','=',lead.user_id.id)])
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if len(resource_ids):
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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,
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uid,
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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,
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resource=resource_id
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)
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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:
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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))
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return res
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def _history_search(self, cr, uid, obj, name, args, context=None):
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res = []
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msg_obj = self.pool.get('mail.message')
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message_ids = msg_obj.search(cr, uid, [('email_from','!=',False), ('subject', args[0][1], args[0][2])], context=context)
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lead_ids = self.search(cr, uid, [('message_ids', 'in', message_ids)], context=context)
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if lead_ids:
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return [('id', 'in', lead_ids)]
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else:
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return [('id', '=', '0')]
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def _get_email_subject(self, cr, uid, ids, fields, args, context=None):
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res = {}
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for obj in self.browse(cr, uid, ids, context=context):
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res[obj.id] = ''
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for msg in obj.message_ids:
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if msg.email_from:
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res[obj.id] = msg.subject
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break
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return res
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_columns = {
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'partner_id': fields.many2one('res.partner', 'Partner', ondelete='set null',
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select=True, help="Optional linked partner, usually after conversion of the lead"),
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'id': fields.integer('ID', readonly=True),
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'name': fields.char('Subject', size=64, required=True, select=1),
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'active': fields.boolean('Active', required=False),
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'date_action_last': fields.datetime('Last Action', readonly=1),
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'date_action_next': fields.datetime('Next Action', readonly=1),
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'email_from': fields.char('Email', size=128, help="Email address of the contact", select=1),
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'section_id': fields.many2one('crm.case.section', 'Sales Team', \
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select=True, help='When sending mails, the default email address is taken from the sales team.'),
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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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'categ_ids': fields.many2many('crm.case.categ', 'crm_lead_category_rel', 'lead_id', 'category_id', 'Categories', \
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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', \
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domain="['|',('section_id','=',section_id),('section_id','=',False)]", help="From which campaign (seminar, marketing campaign, mass mailing, ...) did this contact come from?"),
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'channel_id': fields.many2one('crm.case.channel', 'Channel', help="Communication channel (mail, direct, phone, ...)"),
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'contact_name': fields.char('Contact Name', size=64),
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'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),
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'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."),
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'type':fields.selection([ ('lead','Lead'), ('opportunity','Opportunity'), ],'Type', help="Type is used to separate Leads and Opportunities"),
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'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority', select=True),
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'date_closed': fields.datetime('Closed', readonly=True),
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'stage_id': fields.many2one('crm.case.stage', 'Stage',
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domain="['&', '|', ('section_ids', '=', section_id), ('case_default', '=', True), '|', ('type', '=', type), ('type', '=', 'both')]"),
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'user_id': fields.many2one('res.users', 'Salesperson'),
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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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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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multi='day_close', type="float", store=True),
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'state': fields.related('stage_id', 'state', type="selection", store=True,
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selection=crm.AVAILABLE_STATES, string="State", readonly=True,
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help='The state is set to \'Draft\', when a case is created.\
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If the case is in progress the state is set to \'Open\'.\
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When the case is over, the state is set to \'Done\'.\
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If the case needs to be reviewed then the state is \
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set to \'Pending\'.'),
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'subjects': fields.function(_get_email_subject, fnct_search=_history_search, string='Subject of Email', type='char', size=64),
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# Only used for type opportunity
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'probability': fields.float('Success Rate (%)',group_operator="avg"),
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'planned_revenue': fields.float('Expected Revenue'),
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'ref': fields.reference('Reference', selection=crm._links_get, size=128),
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'ref2': fields.reference('Reference 2', selection=crm._links_get, size=128),
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'phone': fields.char("Phone", size=64),
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'date_deadline': fields.date('Expected Closing'),
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'date_action': fields.date('Next Action Date', select=True),
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'title_action': fields.char('Next Action', size=64),
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'color': fields.integer('Color Index'),
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'partner_address_name': fields.related('partner_id', 'name', type='char', string='Partner Contact Name', readonly=True),
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'partner_address_email': fields.related('partner_id', 'email', type='char', string='Partner Contact Email', readonly=True),
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'company_currency': fields.related('company_id', 'currency_id', 'symbol', type='char', string='Company Currency', readonly=True),
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'user_email': fields.related('user_id', 'email', type='char', string='User Email', readonly=True),
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'user_login': fields.related('user_id', 'login', type='char', string='User Login', readonly=True),
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# Fields for address, due to separation from crm and res.partner
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'street': fields.char('Street', size=128),
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'street2': fields.char('Street2', size=128),
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'zip': fields.char('Zip', change_default=True, size=24),
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'city': fields.char('City', size=128),
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'state_id': fields.many2one("res.country.state", 'State', domain="[('country_id','=',country_id)]"),
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'country_id': fields.many2one('res.country', 'Country'),
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'phone': fields.char('Phone', size=64),
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'fax': fields.char('Fax', size=64),
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'mobile': fields.char('Mobile', size=64),
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'function': fields.char('Function', size=128),
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'title': fields.many2one('res.partner.title', 'Title'),
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'company_id': fields.many2one('res.company', 'Company', select=1),
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'payment_mode': fields.many2one('crm.payment.mode', 'Payment Mode', \
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domain="[('section_id','=',section_id)]"),
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'planned_cost': fields.float('Planned Costs'),
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}
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_defaults = {
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'active': 1,
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'type': 'lead',
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'user_id': lambda s, cr, uid, c: s._get_default_user(cr, uid, c),
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'email_from': lambda s, cr, uid, c: s._get_default_email(cr, uid, c),
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'stage_id': lambda s, cr, uid, c: s._get_default_stage_id(cr, uid, c),
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'section_id': lambda s, cr, uid, c: s._get_default_section_id(cr, uid, c),
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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),
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'priority': lambda *a: crm.AVAILABLE_PRIORITIES[2][0],
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'color': 0,
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}
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def create(self, cr, uid, vals, context=None):
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obj_id = super(crm_lead, self).create(cr, uid, vals, context)
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self.create_send_note(cr, uid, [obj_id], context=context)
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return obj_id
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def onchange_stage_id(self, cr, uid, ids, stage_id, context=None):
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if not stage_id:
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return {'value':{}}
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stage = self.pool.get('crm.case.stage').browse(cr, uid, stage_id, context)
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if not stage.on_change:
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return {'value':{}}
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return {'value':{'probability': stage.probability}}
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def on_change_partner(self, cr, uid, ids, partner_id, context=None):
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result = {}
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if partner_id:
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partner = self.pool.get('res.partner').browse(cr, uid, partner_id, context=context)
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values = {
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'partner_name' : partner.name,
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'street' : partner.street,
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'street2' : partner.street2,
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'city' : partner.city,
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'state_id' : partner.state_id and partner.state_id.id or False,
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'country_id' : partner.country_id and partner.country_id.id or False,
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}
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return {'value' : values}
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def _check(self, cr, uid, ids=False, context=None):
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""" Override of the base.stage method.
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Function called by the scheduler to process cases for date actions
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Only works on not done and cancelled cases
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"""
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cr.execute('select * from crm_case \
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where (date_action_last<%s or date_action_last is null) \
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and (date_action_next<=%s or date_action_next is null) \
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and state not in (\'cancel\',\'done\')',
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(time.strftime("%Y-%m-%d %H:%M:%S"),
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time.strftime('%Y-%m-%d %H:%M:%S')))
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ids2 = map(lambda x: x[0], cr.fetchall() or [])
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cases = self.browse(cr, uid, ids2, context=context)
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return self._action(cr, uid, cases, False, context=context)
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def stage_find(self, cr, uid, cases, section_id, domain=[], order='sequence', context=None):
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""" Override of the base.stage method
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Parameter of the stage search taken from the lead:
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- type: stage type must be the same or 'both'
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- section_id: if set, stages must belong to this section or
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be a default stage; if not set, stages must be default
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stages
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"""
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if isinstance(cases, (int, long)):
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cases = self.browse(cr, uid, cases, context=context)
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# collect all section_ids
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section_ids = []
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types = ['both']
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if section_id:
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section_ids.append(section_id)
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for lead in cases:
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if lead.section_id:
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section_ids.append(lead.section_id.id)
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if lead.type not in types:
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types.append(lead.type)
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# OR all section_ids and OR with case_default
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search_domain = []
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if section_ids:
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search_domain += [('|')] * len(section_ids)
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for section_id in section_ids:
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search_domain.append(('section_ids', '=', section_id))
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search_domain.append(('case_default', '=', True))
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# AND with cases types
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search_domain.append(('type', 'in', types))
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# AND with the domain in parameter
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search_domain += list(domain)
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# perform search, return the first found
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stage_ids = self.pool.get('crm.case.stage').search(cr, uid, search_domain, order=order, context=context)
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if stage_ids:
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return stage_ids[0]
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return False
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def case_cancel(self, cr, uid, ids, context=None):
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""" Overrides case_cancel from base_stage to set probability """
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res = super(crm_lead, self).case_cancel(cr, uid, ids, context=context)
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self.write(cr, uid, ids, {'probability' : 0.0}, context=context)
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return res
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def case_reset(self, cr, uid, ids, context=None):
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""" Overrides case_reset from base_stage to set probability """
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res = super(crm_lead, self).case_reset(cr, uid, ids, context=context)
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self.write(cr, uid, ids, {'probability': 0.0}, context=context)
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return res
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def case_mark_lost(self, cr, uid, ids, context=None):
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""" Mark the case as lost: state=cancel and probability=0 """
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for lead in self.browse(cr, uid, ids):
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stage_id = self.stage_find(cr, uid, [lead], lead.section_id.id or False, [('probability', '=', 0.0)], context=context)
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if stage_id:
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self.case_set(cr, uid, [lead.id], values_to_update={'probability': 0.0}, new_stage_id=stage_id, context=context)
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self.case_mark_lost_send_note(cr, uid, ids, context=context)
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return True
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def case_mark_won(self, cr, uid, ids, context=None):
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||
""" 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 <b>%s</b>.") % (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 <b>created</b>.")% (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 <b>lost</b>.")
|
||
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 <b>won</b>.")
|
||
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 = _("<b>%s a call</b> for the <em>%s</em>.") % (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 <b>partner</b> is now set to <em>%s</em>." % (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 <b>converted to an opportunity</b>.")
|
||
lead.message_append_note(body=message)
|
||
return True
|
||
|
||
crm_lead()
|
||
|
||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|