odoo/addons/crm/crm_lead.py

1064 lines
53 KiB
Python

# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-today OpenERP SA (<http://www.openerp.com>)
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
import crm
from datetime import datetime
from operator import itemgetter
import openerp
from openerp import SUPERUSER_ID
from openerp import tools
from openerp.addons.base.res.res_partner import format_address
from openerp.osv import fields, osv, orm
from openerp.tools import html2plaintext
from openerp.tools.translate import _
CRM_LEAD_FIELDS_TO_MERGE = ['name',
'partner_id',
'channel_id',
'company_id',
'country_id',
'section_id',
'state_id',
'stage_id',
'type_id',
'user_id',
'title',
'city',
'contact_name',
'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']
class crm_lead(format_address, osv.osv):
""" CRM Lead Case """
_name = "crm.lead"
_description = "Lead/Opportunity"
_order = "priority,date_action,id desc"
_inherit = ['mail.thread', 'ir.needaction_mixin']
_track = {
'stage_id': {
# this is only an heuristics; depending on your particular stage configuration it may not match all 'new' stages
'crm.mt_lead_create': lambda self, cr, uid, obj, ctx=None: obj.probability == 0 and obj.stage_id and obj.stage_id.sequence <= 1,
'crm.mt_lead_stage': lambda self, cr, uid, obj, ctx=None: (obj.stage_id and obj.stage_id.sequence > 1) and obj.probability < 100,
'crm.mt_lead_won': lambda self, cr, uid, obj, ctx=None: obj.probability == 100 and obj.stage_id and obj.stage_id.fold,
'crm.mt_lead_lost': lambda self, cr, uid, obj, ctx=None: obj.probability == 0 and obj.stage_id and obj.stage_id.fold and obj.stage_id.sequence > 1,
},
}
_mail_mass_mailing = _('Leads / Opportunities')
def get_empty_list_help(self, cr, uid, help, context=None):
if context.get('default_type') == 'lead':
context['empty_list_help_model'] = 'crm.case.section'
context['empty_list_help_id'] = context.get('default_section_id')
context['empty_list_help_document_name'] = _("leads")
return super(crm_lead, self).get_empty_list_help(cr, uid, help, context=context)
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, [('fold', '=', False)], 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_ids = self.pool.get('crm.case.section').name_search(cr, uid, name=context['default_section_id'], 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)]
search_domain += [('id', 'in', ids)]
else:
search_domain += ['|', ('id', 'in', ids), ('case_default', '=', True)]
# 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])))
fold = {}
for stage in stage_obj.browse(cr, access_rights_uid, stage_ids, context=context):
fold[stage.id] = stage.fold or False
return result, fold
def fields_view_get(self, cr, user, view_id=None, view_type='form', context=None, toolbar=False, submenu=False):
res = super(crm_lead, self).fields_view_get(cr, user, view_id, view_type, context, toolbar=toolbar, submenu=submenu)
if view_type == 'form':
res['arch'] = self.fields_view_get_address(cr, user, res['arch'], context=context)
return res
_group_by_full = {
'stage_id': _read_group_stage_ids
}
def _compute_day(self, cr, uid, ids, fields, args, context=None):
"""
:return dict: difference between current date and log date
"""
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 _meeting_count(self, cr, uid, ids, field_name, arg, context=None):
Event = self.pool['calendar.event']
return {
opp_id: Event.search_count(cr,uid, [('opportunity_id', '=', opp_id)], context=context)
for opp_id in ids
}
_columns = {
'partner_id': fields.many2one('res.partner', 'Partner', ondelete='set null', track_visibility='onchange',
select=True, help="Linked partner (optional). Usually created when converting 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, track_visibility='onchange', 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', 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', 'Tags', \
domain="['|', ('section_id', '=', section_id), ('section_id', '=', False), ('object_id.model', '=', 'crm.lead')]", help="Classify and analyze your lead/opportunity categories like: Training, Service"),
'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 for mass mailing and marketing campaign. "
"Filter 'Available for Mass Mailing' allows users to filter the leads when performing mass mailing."),
'type': fields.selection([ ('lead','Lead'), ('opportunity','Opportunity'), ],'Type', select=True, 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', track_visibility='onchange', select=True,
domain="['&', ('section_ids', '=', section_id), '|', ('type', '=', type), ('type', '=', 'both')]"),
'user_id': fields.many2one('res.users', 'Salesperson', select=True, track_visibility='onchange'),
'referred': fields.char('Referred By', size=64),
'date_open': fields.datetime('Assigned', 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),
'date_last_stage_update': fields.datetime('Last Stage Update', select=True),
# Messaging and marketing
'message_bounce': fields.integer('Bounce'),
# Only used for type opportunity
'probability': fields.float('Success Rate (%)', group_operator="avg"),
'planned_revenue': fields.float('Expected Revenue', track_visibility='always'),
'ref': fields.reference('Reference', selection=openerp.addons.base.res.res_request.referencable_models),
'ref2': fields.reference('Reference 2', selection=openerp.addons.base.res.res_request.referencable_models),
'phone': fields.char("Phone", size=64),
'date_deadline': fields.date('Expected Closing', help="Estimate of the date on which the opportunity will be won."),
'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', type='many2one', string='Currency', readonly=True, relation="res.currency"),
'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'),
'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'),
'meeting_count': fields.function(_meeting_count, string='# Meetings', type='integer'),
}
_defaults = {
'active': 1,
'type': 'lead',
'user_id': lambda s, cr, uid, c: uid,
'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,
'date_last_stage_update': fields.datetime.now,
}
_sql_constraints = [
('check_probability', 'check(probability >= 0 and probability <= 100)', 'The probability of closing the deal should be between 0% and 100%!')
]
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=context)
if not stage.on_change:
return {'value': {}}
vals = {'probability': stage.probability}
if stage.probability >= 100 or (stage.probability == 0 and stage.sequence > 1):
vals['date_closed'] = fields.datetime.now()
return {'value': vals}
def on_change_partner_id(self, cr, uid, ids, partner_id, context=None):
values = {}
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,
'email_from': partner.email,
'phone': partner.phone,
'mobile': partner.mobile,
'fax': partner.fax,
'zip': partner.zip,
}
return {'value': values}
def on_change_user(self, cr, uid, ids, user_id, context=None):
""" When changing the user, also set a section_id or restrict section id
to the ones user_id is member of. """
section_id = self._get_default_section_id(cr, uid, context=context) or False
if user_id and not section_id:
section_ids = self.pool.get('crm.case.section').search(cr, uid, ['|', ('user_id', '=', user_id), ('member_ids', '=', user_id)], context=context)
if section_ids:
section_id = section_ids[0]
return {'value': {'section_id': section_id}}
def stage_find(self, cr, uid, cases, section_id, domain=None, 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)
if context is None:
context = {}
# check whether we should try to add a condition on type
avoid_add_type_term = any([term for term in domain if len(term) == 3 if term[0] == 'type'])
# collect all section_ids
section_ids = set()
types = ['both']
if not cases and context.get('default_type'):
ctx_type = context.get('default_type')
types += [ctx_type]
if section_id:
section_ids.add(section_id)
for lead in cases:
if lead.section_id:
section_ids.add(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
if not avoid_add_type_term:
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, limit=1, context=context)
if stage_ids:
return stage_ids[0]
return False
def case_mark_lost(self, cr, uid, ids, context=None):
""" Mark the case as lost: state=cancel and probability=0
:deprecated: this method will be removed in OpenERP v8.
"""
stages_leads = {}
for lead in self.browse(cr, uid, ids, context=context):
stage_id = self.stage_find(cr, uid, [lead], lead.section_id.id or False, [('probability', '=', 0.0), ('fold', '=', True), ('sequence', '>', 1)], context=context)
if stage_id:
if stages_leads.get(stage_id):
stages_leads[stage_id].append(lead.id)
else:
stages_leads[stage_id] = [lead.id]
else:
raise osv.except_osv(_('Warning!'),
_('To relieve your sales pipe and group all Lost opportunities, configure one of your sales stage as follow:\n'
'probability = 0 %, select "Change Probability Automatically".\n'
'Create a specific stage or edit an existing one by editing columns of your opportunity pipe.'))
for stage_id, lead_ids in stages_leads.items():
self.write(cr, uid, lead_ids, {'stage_id': stage_id}, context=context)
return True
def case_mark_won(self, cr, uid, ids, context=None):
""" Mark the case as won: state=done and probability=100
:deprecated: this method will be removed in OpenERP v8.
"""
stages_leads = {}
for lead in self.browse(cr, uid, ids, context=context):
stage_id = self.stage_find(cr, uid, [lead], lead.section_id.id or False, [('probability', '=', 100.0), ('fold', '=', True)], context=context)
if stage_id:
if stages_leads.get(stage_id):
stages_leads[stage_id].append(lead.id)
else:
stages_leads[stage_id] = [lead.id]
else:
raise osv.except_osv(_('Warning!'),
_('To relieve your sales pipe and group all Won opportunities, configure one of your sales stage as follow:\n'
'probability = 100 % and select "Change Probability Automatically".\n'
'Create a specific stage or edit an existing one by editing columns of your opportunity pipe.'))
for stage_id, lead_ids in stages_leads.items():
self.write(cr, uid, lead_ids, {'stage_id': stage_id}, context=context)
return True
def case_escalate(self, cr, uid, ids, context=None):
""" Escalates case to parent level """
for case in self.browse(cr, uid, ids, context=context):
data = {'active': True}
if case.section_id.parent_id:
data['section_id'] = case.section_id.parent_id.id
if case.section_id.parent_id.change_responsible:
if case.section_id.parent_id.user_id:
data['user_id'] = case.section_id.parent_id.user_id.id
else:
raise osv.except_osv(_('Error!'), _("You are already at the top level of your sales-team category.\nTherefore you cannot escalate furthermore."))
self.write(cr, uid, [case.id], data, context=context)
return True
def _merge_get_result_type(self, cr, uid, opps, context=None):
"""
Define the type of the result of the merge. If at least one of the
element to merge is an opp, the resulting new element will be an opp.
Otherwise it will be a lead.
We'll directly use a list of browse records instead of a list of ids
for performances' sake: it will spare a second browse of the
leads/opps.
:param list opps: list of browse records containing the leads/opps to process
:return string type: the type of the final element
"""
for opp in opps:
if (opp.type == 'opportunity'):
return 'opportunity'
return 'lead'
def _merge_data(self, cr, uid, ids, oldest, fields, context=None):
"""
Prepare lead/opp data into a dictionary for merging. Different types
of fields are processed in different ways:
- text: all the values are concatenated
- m2m and o2m: those fields aren't processed
- m2o: the first not null value prevails (the other are dropped)
- any other type of field: same as m2o
:param list ids: list of ids of the leads to process
:param list fields: list of leads' fields to process
:return dict data: contains the merged values
"""
opportunities = self.browse(cr, uid, ids, context=context)
def _get_first_not_null(attr):
for opp in opportunities:
if hasattr(opp, attr) and bool(getattr(opp, attr)):
return getattr(opp, 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 '\n\n'.join(filter(lambda x: x, [getattr(opp, attr) or '' for opp in opportunities if hasattr(opp, attr)]))
# Process the fields' values
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
# Define the resulting type ('lead' or 'opportunity')
data['type'] = self._merge_get_result_type(cr, uid, opportunities, context)
return data
def _mail_body(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 = ''
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]
elif field._type == 'many2many':
if lead[field_name]:
for val in lead[field_name]:
field_value = val.name_get()[0][1]
value += field_value + ","
else:
value = lead[field_name]
body.append("%s: %s" % (field.string, value or ''))
return "<br/>".join(body + ['<br/>'])
def _merge_notify(self, cr, uid, opportunity_id, opportunities, context=None):
"""
Create a message gathering merged leads/opps information.
"""
#TOFIX: mail template should be used instead of fix body, subject text
details = []
result_type = self._merge_get_result_type(cr, uid, opportunities, context)
if result_type == 'lead':
merge_message = _('Merged leads')
else:
merge_message = _('Merged opportunities')
subject = [merge_message]
for opportunity in opportunities:
subject.append(opportunity.name)
title = "%s : %s" % (opportunity.type == 'opportunity' and _('Merged opportunity') or _('Merged lead'), opportunity.name)
fields = list(CRM_LEAD_FIELDS_TO_MERGE)
details.append(self._mail_body(cr, uid, opportunity, fields, title=title, context=context))
# Chatter message's subject
subject = subject[0] + ": " + ", ".join(subject[1:])
details = "\n\n".join(details)
return self.message_post(cr, uid, [opportunity_id], body=details, subject=subject, context=context)
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):
attach_obj = self.pool.get('ir.attachment')
# return attachments of opportunity
def _get_attachments(opportunity_id):
attachment_ids = attach_obj.search(cr, uid, [('res_model', '=', self._name), ('res_id', '=', opportunity_id)], context=context)
return attach_obj.browse(cr, uid, attachment_ids, context=context)
first_attachments = _get_attachments(opportunity_id)
#counter of all attachments to move. Used to make sure the name is different for all attachments
count = 1
for opportunity in opportunities:
attachments = _get_attachments(opportunity.id)
for attachment in attachments:
values = {'res_id': opportunity_id,}
for attachment_in_first in first_attachments:
if attachment.name == attachment_in_first.name:
name = "%s (%s)" % (attachment.name, count,),
count+=1
attachment.write(values)
return True
def merge_opportunity(self, cr, uid, ids, user_id=False, section_id=False, context=None):
"""
Different cases of merge:
- merge leads together = 1 new lead
- merge at least 1 opp with anything else (lead or opp) = 1 new opp
:param list ids: leads/opportunities ids to merge
:return int id: id of the resulting lead/opp
"""
if context is None:
context = {}
if len(ids) <= 1:
raise osv.except_osv(_('Warning!'), _('Please select more than one element (lead or opportunity) from the list view.'))
opportunities = self.browse(cr, uid, ids, context=context)
sequenced_opps = []
# Sorting the leads/opps according to the confidence level of its stage, which relates to the probability of winning it
# The confidence level increases with the stage sequence, except when the stage probability is 0.0 (Lost cases)
# An Opportunity always has higher confidence level than a lead, unless its stage probability is 0.0
for opportunity in opportunities:
sequence = -1
if opportunity.stage_id and not opportunity.stage_id.fold:
sequence = opportunity.stage_id.sequence
sequenced_opps.append(((int(sequence != -1 and opportunity.type == 'opportunity'), sequence, -opportunity.id), opportunity))
sequenced_opps.sort(reverse=True)
opportunities = map(itemgetter(1), sequenced_opps)
ids = [opportunity.id for opportunity in opportunities]
highest = opportunities[0]
opportunities_rest = opportunities[1:]
tail_opportunities = opportunities_rest
fields = list(CRM_LEAD_FIELDS_TO_MERGE)
merged_data = self._merge_data(cr, uid, ids, highest, fields, context=context)
if user_id:
merged_data['user_id'] = user_id
if section_id:
merged_data['section_id'] = section_id
# Merge messages and attachements into the first opportunity
self._merge_opportunity_history(cr, uid, highest.id, tail_opportunities, context=context)
self._merge_opportunity_attachments(cr, uid, highest.id, tail_opportunities, context=context)
# Merge notifications about loss of information
opportunities = [highest]
opportunities.extend(opportunities_rest)
self._merge_notify(cr, uid, highest.id, opportunities, context=context)
# Check if the stage is in the stages of the sales team. If not, assign the stage with the lowest sequence
if merged_data.get('section_id'):
section_stage_ids = self.pool.get('crm.case.stage').search(cr, uid, [('section_ids', 'in', merged_data['section_id']), ('type', '=', merged_data.get('type'))], order='sequence', context=context)
if merged_data.get('stage_id') not in section_stage_ids:
merged_data['stage_id'] = section_stage_ids and section_stage_ids[0] or False
# Write merged data into first opportunity
self.write(cr, uid, [highest.id], merged_data, context=context)
# Delete tail opportunities
# We use the SUPERUSER to avoid access rights issues because as the user had the rights to see the records it should be safe to do so
self.unlink(cr, SUPERUSER_ID, [x.id for x in tail_opportunities], context=context)
return highest.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
val = {
'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',
'date_action': fields.datetime.now(),
'date_open': fields.datetime.now(),
'email_from': customer and customer.email or lead.email_from,
'phone': customer and customer.phone or lead.phone,
}
if not lead.stage_id or lead.stage_id.type=='lead':
val['stage_id'] = self.stage_find(cr, uid, [lead], section_id, [('type', 'in', ('opportunity', 'both'))], context=context)
return val
def convert_opportunity(self, cr, uid, ids, partner_id, user_ids=False, section_id=False, context=None):
customer = False
if partner_id:
partner = self.pool.get('res.partner')
customer = partner.browse(cr, uid, partner_id, context=context)
for lead in self.browse(cr, uid, ids, context=context):
# TDE: was if lead.state in ('done', 'cancel'):
if lead.probability == 100 or (lead.probability == 0 and lead.stage_id.fold):
continue
vals = self._convert_opportunity_data(cr, uid, lead, customer, section_id, context=context)
self.write(cr, uid, [lead.id], vals, context=context)
if user_ids or section_id:
self.allocate_salesman(cr, uid, ids, user_ids, section_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': tools.email_split(lead.email_from) and tools.email_split(lead.email_from)[0] or False,
'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=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)
partner_id = 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)
elif lead.email_from and self.pool.get('res.partner')._parse_partner_name(lead.email_from, context=context)[0]:
contact_name = self.pool.get('res.partner')._parse_partner_name(lead.email_from, context=context)[0]
partner_id = self._lead_create_contact(cr, uid, lead, contact_name, False, context=context)
else:
raise osv.except_osv(
_('Warning!'),
_('No customer name defined. Please fill one of the following fields: Company Name, Contact Name or Email ("Name <email@address>")')
)
return partner_id
def handle_partner_assignation(self, cr, uid, ids, action='create', partner_id=False, context=None):
"""
Handle partner assignation during a lead conversion.
if action is 'create', create new partner with contact and assign lead to new partner_id.
otherwise assign lead to the specified partner_id
:param list ids: leads/opportunities ids to process
:param string action: what has to be done regarding partners (create it, assign an existing one, or nothing)
:param int partner_id: partner to assign if any
:return dict: dictionary organized as followed: {lead_id: partner_assigned_id}
"""
#TODO this is a duplication of the handle_partner_assignation method of crm_phonecall
partner_ids = {}
for lead in self.browse(cr, uid, ids, context=context):
# If the action is set to 'create' and no partner_id is set, create a new one
if lead.partner_id:
partner_ids[lead.id] = lead.partner_id.id
continue
if not partner_id and action == 'create':
partner_id = self._create_lead_partner(cr, uid, lead, context)
self.pool['res.partner'].write(cr, uid, partner_id, {'section_id': lead.section_id and lead.section_id.id or False})
if partner_id:
lead.write({'partner_id': partner_id}, context=context)
partner_ids[lead.id] = partner_id
return partner_ids
def allocate_salesman(self, cr, uid, ids, user_ids=None, team_id=False, context=None):
"""
Assign salesmen and salesteam to a batch of leads. If there are more
leads than salesmen, these salesmen will be assigned in round-robin.
E.g.: 4 salesmen (S1, S2, S3, S4) for 6 leads (L1, L2, ... L6). They
will be assigned as followed: L1 - S1, L2 - S2, L3 - S3, L4 - S4,
L5 - S1, L6 - S2.
:param list ids: leads/opportunities ids to process
:param list user_ids: salesmen to assign
:param int team_id: salesteam to assign
:return bool
"""
index = 0
for lead_id in ids:
value = {}
if team_id:
value['section_id'] = team_id
if user_ids:
value['user_id'] = user_ids[index]
# Cycle through user_ids
index = (index + 1) % len(user_ids)
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):
"""
:param string 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:
try:
res_id = model_data._get_id(cr, uid, 'crm', 'categ_phone2')
categ_id = model_data.browse(cr, uid, res_id, context=context).res_id
except ValueError:
pass
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.write(cr, uid, [new_id], {'state': 'open'}, context=context)
if action == 'log':
phonecall.write(cr, uid, [new_id], {'state': 'done'}, 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
dummy, form_view = models_data.get_object_reference(cr, uid, 'crm', 'crm_case_form_view_oppor')
dummy, 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 or False, 'form'),
(tree_view or False, 'tree'), (False, 'kanban'),
(False, 'calendar'), (False, 'graph')],
'type': 'ir.actions.act_window',
}
def redirect_lead_view(self, cr, uid, lead_id, context=None):
models_data = self.pool.get('ir.model.data')
# Get lead views
dummy, form_view = models_data.get_object_reference(cr, uid, 'crm', 'crm_case_form_view_leads')
dummy, tree_view = models_data.get_object_reference(cr, uid, 'crm', 'crm_case_tree_view_leads')
return {
'name': _('Lead'),
'view_type': 'form',
'view_mode': 'tree, form',
'res_model': 'crm.lead',
'domain': [('type', '=', 'lead')],
'res_id': int(lead_id),
'view_id': False,
'views': [(form_view or False, 'form'),
(tree_view or False, 'tree'),
(False, 'calendar'), (False, 'graph')],
'type': 'ir.actions.act_window',
}
def action_schedule_meeting(self, cr, uid, ids, context=None):
"""
Open meeting's calendar view to schedule meeting on current opportunity.
:return dict: dictionary value for created Meeting view
"""
lead = self.browse(cr, uid, ids[0], context)
res = self.pool.get('ir.actions.act_window').for_xml_id(cr, uid, 'calendar', 'action_calendar_event', context)
partner_ids = [self.pool['res.users'].browse(cr, uid, uid, context=context).partner_id.id]
if lead.partner_id:
partner_ids.append(lead.partner_id.id)
res['context'] = {
'default_opportunity_id': lead.type == 'opportunity' and lead.id or False,
'default_partner_id': lead.partner_id and lead.partner_id.id or False,
'default_partner_ids': partner_ids,
'default_section_id': lead.section_id and lead.section_id.id or False,
'default_name': lead.name,
}
return res
def create(self, cr, uid, vals, context=None):
if context is None:
context = {}
if vals.get('type') and not context.get('default_type'):
context['default_type'] = vals.get('type')
if vals.get('section_id') and not context.get('default_section_id'):
context['default_section_id'] = vals.get('section_id')
# context: no_log, because subtype already handle this
create_context = dict(context, mail_create_nolog=True)
return super(crm_lead, self).create(cr, uid, vals, context=create_context)
def write(self, cr, uid, ids, vals, context=None):
# stage change: update date_last_stage_update
if 'stage_id' in vals:
vals['date_last_stage_update'] = fields.datetime.now()
# stage change with new stage: update probability
if vals.get('stage_id') and not vals.get('probability'):
onchange_stage_values = self.onchange_stage_id(cr, uid, ids, vals.get('stage_id'), context=context)['value']
vals.update(onchange_stage_values)
return super(crm_lead, self).write(cr, uid, ids, vals, context=context)
def copy(self, cr, uid, id, default=None, context=None):
if not default:
default = {}
if not context:
context = {}
lead = self.browse(cr, uid, id, context=context)
local_context = dict(context)
local_context.setdefault('default_type', lead.type)
local_context.setdefault('default_section_id', lead.section_id)
if lead.type == 'opportunity':
default['date_open'] = fields.datetime.now()
else:
default['date_open'] = False
default['date_closed'] = False
default['stage_id'] = self._get_default_stage_id(cr, uid, local_context)
return super(crm_lead, self).copy(cr, uid, id, default, context=context)
def get_empty_list_help(self, cr, uid, help, context=None):
context['empty_list_help_model'] = 'crm.case.section'
context['empty_list_help_id'] = context.get('default_section_id', None)
context['empty_list_help_document_name'] = _("opportunity")
if context.get('default_type') == 'lead':
context['empty_list_help_document_name'] = _("lead")
return super(crm_lead, self).get_empty_list_help(cr, uid, help, context=context)
# ----------------------------------------
# Mail Gateway
# ----------------------------------------
def message_get_reply_to(self, cr, uid, ids, context=None):
""" Override to get the reply_to of the parent project. """
return [lead.section_id.message_get_reply_to()[0] if lead.section_id else False
for lead in self.browse(cr, SUPERUSER_ID, ids, context=context)]
def get_formview_id(self, cr, uid, id, context=None):
obj = self.browse(cr, uid, id, context=context)
if obj.type == 'opportunity':
model, view_id = self.pool.get('ir.model.data').get_object_reference(cr, uid, 'crm', 'crm_case_form_view_oppor')
else:
view_id = super(crm_lead, self).get_formview_id(cr, uid, id, model='crm.lead', context=context)
return view_id
def message_get_suggested_recipients(self, cr, uid, ids, context=None):
recipients = super(crm_lead, self).message_get_suggested_recipients(cr, uid, ids, context=context)
try:
for lead in self.browse(cr, uid, ids, context=context):
if lead.partner_id:
self._message_add_suggested_recipient(cr, uid, recipients, lead, partner=lead.partner_id, reason=_('Customer'))
elif lead.email_from:
self._message_add_suggested_recipient(cr, uid, recipients, lead, email=lead.email_from, reason=_('Customer Email'))
except (osv.except_osv, orm.except_orm): # no read access rights -> just ignore suggested recipients because this imply modifying followers
pass
return recipients
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 = {}
defaults = {
'name': msg.get('subject') or _("No Subject"),
'email_from': msg.get('from'),
'email_cc': msg.get('cc'),
'partner_id': msg.get('author_id', False),
'user_id': False,
}
if msg.get('author_id'):
defaults.update(self.on_change_partner_id(cr, uid, None, msg.get('author_id'), context=context)['value'])
if msg.get('priority') in dict(crm.AVAILABLE_PRIORITIES):
defaults['priority'] = msg.get('priority')
defaults.update(custom_values)
return super(crm_lead, self).message_new(cr, uid, msg, custom_values=defaults, 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):
update_vals['priority'] = msg.get('priority')
maps = {
'cost':'planned_cost',
'revenue': 'planned_revenue',
'probability':'probability',
}
for line in msg.get('body', '').split('\n'):
line = line.strip()
res = tools.command_re.match(line)
if res and maps.get(res.group(1).lower()):
key = maps.get(res.group(1).lower())
update_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 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':
message = _('Logged a call for %(date)s. %(description)s')
else:
message = _('Scheduled a call for %(date)s. %(description)s')
phonecall_date = datetime.strptime(phonecall.date, tools.DEFAULT_SERVER_DATETIME_FORMAT)
phonecall_usertime = fields.datetime.context_timestamp(cr, uid, phonecall_date, context=context).strftime(tools.DEFAULT_SERVER_DATETIME_FORMAT)
html_time = "<time datetime='%s+00:00'>%s</time>" % (phonecall.date, phonecall_usertime)
message = message % dict(date=html_time, description=phonecall.description)
return self.message_post(cr, uid, ids, body=message, context=context)
def log_meeting(self, cr, uid, ids, meeting_subject, meeting_date, duration, context=None):
if not duration:
duration = _('unknown')
else:
duration = str(duration)
message = _("Meeting scheduled at '%s'<br> Subject: %s <br> Duration: %s hour(s)") % (meeting_date, meeting_subject, duration)
return self.message_post(cr, uid, ids, body=message, context=context)
def onchange_state(self, cr, uid, ids, state_id, context=None):
if state_id:
country_id=self.pool.get('res.country.state').browse(cr, uid, state_id, context).country_id.id
return {'value':{'country_id':country_id}}
return {}
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: