# -*- coding: utf-8 -*- ############################################################################## # # OpenERP, Open Source Management Solution # Copyright (C) 2004-today OpenERP SA () # # This program is free software: you can redistribute it and/or modify # it under the terms of the GNU Affero General Public License as # published by the Free Software Foundation, either version 3 of the # License, or (at your option) any later version. # # This program is distributed in the hope that it will be useful, # but WITHOUT ANY WARRANTY; without even the implied warranty of # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the # GNU Affero General Public License for more details. # # You should have received a copy of the GNU Affero General Public License # along with this program. If not, see . # ############################################################################## import 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.translate import _ from openerp.tools import email_re, email_split CRM_LEAD_FIELDS_TO_MERGE = ['name', 'partner_id', 'campaign_id', 'company_id', 'country_id', 'section_id', 'state_id', 'stage_id', 'medium_id', 'source_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 desc,date_action,id desc" _inherit = ['mail.thread', 'ir.needaction_mixin', 'crm.tracking.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): context = dict(context or {}) 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, user_id=False, context=None): """ Gives default section by checking if present in the context """ section_id = self._resolve_section_id_from_context(cr, uid, context=context) or False if not section_id: section_id = self.pool.get('res.users').browse(cr, uid, user_id or uid, context).default_section_id.id or False return section_id 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): if context and context.get('opportunity_id'): action = self.get_formview_action(cr, user, context['opportunity_id'], context=context) if action.get('views') and any(view_id for view_id in action['views'] if view_id[1] == view_type): view_id = next(view_id[0] for view_id in action['views'] if view_id[1] == view_type) res = super(crm_lead, self).fields_view_get(cr, user, view_id, view_type, context=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 """ 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 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") ans = date_close - date_create if ans: duration = abs(int(ans.days)) res[lead.id][field] = 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', 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"), '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, copy=False), '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'), 'date_open': fields.datetime('Assigned', readonly=True), 'day_open': fields.function(_compute_day, string='Days to Assign', multi='day_open', type="float", store={'crm.lead': (lambda self, cr, uid, ids, c={}: ids, ['date_open'], 10)}), 'day_close': fields.function(_compute_day, string='Days to Close', multi='day_open', type="float", store={'crm.lead': (lambda self, cr, uid, ids, c={}: ids, ['date_closed'], 10)}), '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'), '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'), 'street2': fields.char('Street2'), 'zip': fields.char('Zip', change_default=True, size=24), 'city': fields.char('City'), 'state_id': fields.many2one("res.country.state", 'State'), 'country_id': fields.many2one('res.country', 'Country'), 'phone': fields.char('Phone'), 'fax': fields.char('Fax'), 'mobile': fields.char('Mobile'), 'function': fields.char('Function'), '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, context=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) partner_name = (partner.parent_id and partner.parent_id.name) or (partner.is_company and partner.name) or False values = { 'partner_name': partner_name, 'contact_name': (not partner.is_company and partner.name) or False, 'title': partner.title and partner.title.id or False, '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, 'function': partner.function, } 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, user_id=user_id, context=context) or False if user_id and self.pool['res.users'].has_group(cr, uid, 'base.group_multi_salesteams') 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 """ 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), ('on_change', '=', 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 """ 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), ('on_change', '=', 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 = self._fields.get(field_name) if field is None: continue 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 = self._fields.get(field_name) if field is None: continue value = '' if field.type == 'selection': if callable(field.selection): 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 "
".join(body + ['
']) 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: values['name'] = "%s (%s)" % (attachment.name, count,), count+=1 attachment.write(values) return True def _merge_opportunity_phonecalls(self, cr, uid, opportunity_id, opportunities, context=None): phonecall_obj = self.pool['crm.phonecall'] for opportunity in opportunities: for phonecall_id in phonecall_obj.search(cr, uid, [('opportunity_id', '=', opportunity.id)], context=context): phonecall_obj.write(cr, uid, phonecall_id, {'opportunity_id': opportunity_id}, context=context) return True def get_duplicated_leads(self, cr, uid, ids, partner_id, include_lost=False, context=None): """ Search for opportunities that have the same partner and that arent done or cancelled """ lead = self.browse(cr, uid, ids[0], context=context) email = lead.partner_id and lead.partner_id.email or lead.email_from return self.pool['crm.lead']._get_duplicated_leads_by_emails(cr, uid, partner_id, email, include_lost=include_lost, context=context) def _get_duplicated_leads_by_emails(self, cr, uid, partner_id, email, include_lost=False, context=None): """ Search for opportunities that have the same partner and that arent done or cancelled """ final_stage_domain = [('stage_id.probability', '<', 100), '|', ('stage_id.probability', '>', 0), ('stage_id.sequence', '<=', 1)] partner_match_domain = [] for email in set(email_split(email) + [email]): partner_match_domain.append(('email_from', '=ilike', email)) if partner_id: partner_match_domain.append(('partner_id', '=', partner_id)) partner_match_domain = ['|'] * (len(partner_match_domain) - 1) + partner_match_domain if not partner_match_domain: return [] domain = partner_match_domain if not include_lost: domain += final_stage_domain return self.search(cr, uid, domain, context=context) def merge_dependences(self, cr, uid, highest, opportunities, context=None): self._merge_notify(cr, uid, highest, opportunities, context=context) self._merge_opportunity_history(cr, uid, highest, opportunities, context=context) self._merge_opportunity_attachments(cr, uid, highest, opportunities, context=context) self._merge_opportunity_phonecalls(cr, uid, highest, opportunities, context=context) 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 notifications about loss of information opportunities = [highest] opportunities.extend(opportunities_rest) self.merge_dependences(cr, uid, highest.id, tail_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', 'in', [merged_data.get('type'), 'both']) ], 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, '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 ")') ) 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}) 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', 'context': {'default_type': 'opportunity'} } 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'] = { 'search_default_opportunity_id': lead.type == 'opportunity' and lead.id or False, '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): context = dict(context or {}) 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') if vals.get('user_id'): vals['date_open'] = fields.datetime.now() # 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() if vals.get('user_id'): vals['date_open'] = fields.datetime.now() # stage change with new stage: update probability and date_closed 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.id) if lead.type == 'opportunity': default['date_open'] = fields.datetime.now() else: default['date_open'] = False return super(crm_lead, self).copy(cr, uid, id, default, context=local_context) def get_empty_list_help(self, cr, uid, help, context=None): context = dict(context or {}) 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. """ leads = self.browse(cr, SUPERUSER_ID, ids, context=context) section_ids = set([lead.section_id.id for lead in leads if lead.section_id]) aliases = self.pool['crm.case.section'].message_get_reply_to(cr, uid, list(section_ids), context=context) return dict((lead.id, aliases.get(lead.section_id and lead.section_id.id or 0, False)) for lead in leads) 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, 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 = "" % (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) meet_date = datetime.strptime(meeting_date, tools.DEFAULT_SERVER_DATETIME_FORMAT) meeting_usertime = fields.datetime.context_timestamp(cr, uid, meet_date, context=context).strftime(tools.DEFAULT_SERVER_DATETIME_FORMAT) html_time = "" % (meeting_date, meeting_usertime) message = _("Meeting scheduled at '%s'
Subject: %s
Duration: %s hour(s)") % (html_time, 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 {} def message_partner_info_from_emails(self, cr, uid, id, emails, link_mail=False, context=None): res = super(crm_lead, self).message_partner_info_from_emails(cr, uid, id, emails, link_mail=link_mail, context=context) lead = self.browse(cr, uid, id, context=context) for partner_info in res: if not partner_info.get('partner_id') and (lead.partner_name or lead.contact_name): emails = email_re.findall(partner_info['full_name'] or '') email = emails and emails[0] or '' if email and lead.email_from and email.lower() == lead.email_from.lower(): partner_info['full_name'] = '%s <%s>' % (lead.partner_name or lead.contact_name, email) break return res # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: