440 lines
20 KiB
Python
440 lines
20 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) 2004-2010 Tiny SPRL (<http://tiny.be>).
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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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from osv import fields, osv
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from datetime import datetime
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import crm
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import time
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from tools.translate import _
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from crm import crm_case
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import binascii
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import tools
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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(crm_case, 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 = "date_action, priority, id desc"
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_inherit = ['mailgate.thread','res.partner.address']
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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('mailgate.message')
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message_ids = msg_obj.search(cr, uid, [('history','=',True), ('name', 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.history:
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res[obj.id] = msg.name
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break
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return res
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_columns = {
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# Overridden from res.partner.address:
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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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# From crm.case
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'id': fields.integer('ID'),
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'name': fields.char('Name', size=64),
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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="E-mail address of the contact"),
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'section_id': fields.many2one('crm.case.section', 'Sales Team', \
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select=True, help='Sales team to which this case belongs to. Defines responsible user and e-mail address for the mail gateway.'),
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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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# Lead fields
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'categ_id': fields.many2one('crm.case.categ', 'Category', \
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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)]"),
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'channel_id': fields.many2one('res.partner.canal', 'Lead Source'),
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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 that will be created while converting the into opportunity'),
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'optin': fields.boolean('Opt-In', help="If opt-in is checked, this contact has accepted to receive emails."),
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'optout': fields.boolean('Opt-Out', 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([
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('lead','Lead'),
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('opportunity','Opportunity'),
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],'Type', help="Type is used to separate Leads and Opportunities"),
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'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
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'date_closed': fields.datetime('Closed', readonly=True),
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'stage_id': fields.many2one('crm.case.stage', 'Stage', domain="[('type','=','lead')]"),
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'user_id': fields.many2one('res.users', 'Salesman'),
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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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method=True, 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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method=True, multi='day_close', type="float", store=True),
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'state': fields.selection(crm.AVAILABLE_STATES, 'State', size=16, readonly=True,
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help='The state is set to \'Draft\', when a case is created.\
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\nIf the case is in progress the state is set to \'Open\'.\
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\nWhen the case is over, the state is set to \'Done\'.\
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\nIf the case needs to be reviewed then the state is set to \'Pending\'.'),
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'message_ids': fields.one2many('mailgate.message', 'res_id', 'Messages', domain=[('model','=',_name)]),
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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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}
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_defaults = {
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'active': lambda *a: 1,
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'user_id': crm_case._get_default_user,
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'email_from': crm_case._get_default_email,
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'state': lambda *a: 'draft',
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'type': lambda *a: 'lead',
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'section_id': crm_case._get_section,
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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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#'stage_id': _get_stage_id,
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}
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def onchange_partner_address_id(self, cr, uid, ids, add, email=False):
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"""This function returns value of partner email based on Partner Address
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@param self: The object pointer
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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 case IDs
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@param add: Id of Partner's address
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@email: Partner's email ID
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"""
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if not add:
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return {'value': {'email_from': False, 'country_id': False}}
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address = self.pool.get('res.partner.address').browse(cr, uid, add)
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return {'value': {'email_from': address.email, 'phone': address.phone, 'country_id': address.country_id.id}}
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def case_open(self, cr, uid, ids, *args):
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"""Overrides cancel for crm_case for setting Open Date
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@param self: The object pointer
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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 case's Ids
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@param *args: Give Tuple Value
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"""
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leads = self.browse(cr, uid, ids)
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for i in xrange(0, len(ids)):
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if leads[i].state == 'draft':
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value = {}
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if not leads[i].stage_id :
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stage_id = self._find_first_stage(cr, uid, leads[i].type, leads[i].section_id.id or False)
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value.update({'stage_id' : stage_id})
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value.update({'date_open': time.strftime('%Y-%m-%d %H:%M:%S')})
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self.write(cr, uid, [ids[i]], value)
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self.log_open( cr, uid, leads[i])
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res = super(crm_lead, self).case_open(cr, uid, ids, *args)
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return res
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def log_open(self, cr, uid, case):
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if case.type == 'lead':
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message = _("The lead '%s' has been opened.") % case.name
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elif case.type == 'opportunity':
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message = _("The opportunity '%s' has been opened.") % case.name
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else:
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message = _("The case '%s' has been opened.") % case.name
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self.log(cr, uid, case.id, message)
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def case_close(self, cr, uid, ids, *args):
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"""Overrides close for crm_case for setting close date
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@param self: The object pointer
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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 case Ids
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@param *args: Tuple Value for additional Params
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"""
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res = super(crm_lead, self).case_close(cr, uid, ids, *args)
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self.write(cr, uid, ids, {'date_closed': time.strftime('%Y-%m-%d %H:%M:%S')})
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for case in self.browse(cr, uid, ids):
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if case.type == 'lead':
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message = _("The lead '%s' has been closed.") % case.name
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elif case.type == 'opportunity':
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message = _("The opportunity '%s' has been closed.") % case.name
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else:
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message = _("The case '%s' has been closed.") % case.name
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self.log(cr, uid, case.id, message)
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return res
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def convert_opportunity(self, cr, uid, ids, context=None):
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""" Precomputation for converting lead to opportunity
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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 closeday’s IDs
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@param context: A standard dictionary for contextual values
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@return: Value of action in dict
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"""
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if context is None:
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context = {}
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context.update({'active_ids': ids})
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data_obj = self.pool.get('ir.model.data')
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value = {}
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for case in self.browse(cr, uid, ids, context=context):
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context.update({'active_id': case.id})
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data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_partner')
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view_id1 = False
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if data_id:
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view_id1 = data_obj.browse(cr, uid, data_id, context=context).res_id
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value = {
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'name': _('Create Partner'),
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'view_type': 'form',
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'view_mode': 'form,tree',
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'res_model': 'crm.lead2opportunity.partner',
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'view_id': False,
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'context': context,
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'views': [(view_id1, 'form')],
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'type': 'ir.actions.act_window',
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'target': 'new',
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'nodestroy': True
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}
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return value
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def write(self, cr, uid, ids, vals, context=None):
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if not context:
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context = {}
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if 'date_closed' in vals:
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return super(crm_lead,self).write(cr, uid, ids, vals, context=context)
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if 'stage_id' in vals and vals['stage_id']:
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stage_obj = self.pool.get('crm.case.stage').browse(cr, uid, vals['stage_id'], context=context)
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self.history(cr, uid, ids, _("Changed Stage to: %s") % stage_obj.name, details=_("Changed Stage to: %s") % stage_obj.name)
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message=''
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for case in self.browse(cr, uid, ids, context=context):
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if case.type == 'lead' or context.get('stage_type',False)=='lead':
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message = _("The stage of lead '%s' has been changed to '%s'.") % (case.name, stage_obj.name)
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elif case.type == 'opportunity':
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message = _("The stage of opportunity '%s' has been changed to '%s'.") % (case.name, stage_obj.name)
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self.log(cr, uid, case.id, message)
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return super(crm_lead,self).write(cr, uid, ids, vals, context)
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def stage_next(self, cr, uid, ids, context=None):
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stage = super(crm_lead, self).stage_next(cr, uid, ids, context=context)
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if stage:
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stage_obj = self.pool.get('crm.case.stage').browse(cr, uid, stage, context=context)
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if stage_obj.on_change:
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data = {'probability': stage_obj.probability}
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self.write(cr, uid, ids, data)
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return stage
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def stage_previous(self, cr, uid, ids, context=None):
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stage = super(crm_lead, self).stage_previous(cr, uid, ids, context=context)
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if stage:
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stage_obj = self.pool.get('crm.case.stage').browse(cr, uid, stage, context=context)
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if stage_obj.on_change:
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data = {'probability': stage_obj.probability}
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self.write(cr, uid, ids, data)
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return stage
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def unlink(self, cr, uid, ids, context=None):
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for lead in self.browse(cr, uid, ids, context):
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if (not lead.section_id.allow_unlink) and (lead.state <> 'draft'):
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raise osv.except_osv(_('Warning !'),
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_('You can not delete this lead. You should better cancel it.'))
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return super(crm_lead, self).unlink(cr, uid, ids, context)
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def message_new(self, cr, uid, msg, context=None):
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"""
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Automatically calls when new email message arrives
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@param self: The object pointer
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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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"""
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mailgate_pool = self.pool.get('email.server.tools')
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subject = msg.get('subject')
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body = msg.get('body')
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msg_from = msg.get('from')
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priority = msg.get('priority')
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vals = {
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'name': subject,
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'email_from': msg_from,
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'email_cc': msg.get('cc'),
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'description': body,
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'user_id': False,
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}
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if msg.get('priority', False):
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vals['priority'] = priority
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res = mailgate_pool.get_partner(cr, uid, msg.get('from') or msg.get_unixfrom())
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if res:
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vals.update(res)
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res = self.create(cr, uid, vals, context)
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attachents = msg.get('attachments', [])
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for attactment in attachents or []:
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data_attach = {
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'name': attactment,
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'datas':binascii.b2a_base64(str(attachents.get(attactment))),
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'datas_fname': attactment,
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'description': 'Mail attachment',
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'res_model': self._name,
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'res_id': res,
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}
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self.pool.get('ir.attachment').create(cr, uid, data_attach)
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return res
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def message_update(self, cr, uid, ids, vals={}, msg="", default_act='pending', context=None):
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"""
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@param self: The object pointer
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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 update mail’s IDs
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"""
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if isinstance(ids, (str, int, long)):
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ids = [ids]
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if msg.get('priority') in dict(crm.AVAILABLE_PRIORITIES):
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vals['priority'] = msg.get('priority')
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maps = {
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'cost':'planned_cost',
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'revenue': 'planned_revenue',
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'probability':'probability'
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}
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vls = {}
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for line in msg['body'].split('\n'):
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line = line.strip()
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res = tools.misc.command_re.match(line)
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if res and maps.get(res.group(1).lower()):
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key = maps.get(res.group(1).lower())
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vls[key] = res.group(2).lower()
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vals.update(vls)
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# Unfortunately the API is based on lists
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# but we want to update the state based on the
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# previous state, so we have to loop:
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for case in self.browse(cr, uid, ids, context=context):
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values = dict(vals)
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if case.state in CRM_LEAD_PENDING_STATES:
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values.update(state=crm.AVAILABLE_STATES[1][0]) #re-open
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res = self.write(cr, uid, [case.id], values, context=context)
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return res
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def msg_send(self, cr, uid, id, *args, **argv):
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""" Send The Message
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@param self: The object pointer
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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 email’s IDs
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@param *args: Return Tuple Value
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||
@param **args: Return Dictionary of Keyword Value
|
||
"""
|
||
return True
|
||
|
||
def on_change_optin(self, cr, uid, ids, optin):
|
||
return {'value':{'optin':optin,'optout':False}}
|
||
|
||
def on_change_optout(self, cr, uid, ids, optout):
|
||
return {'value':{'optout':optout,'optin':False}}
|
||
|
||
crm_lead()
|
||
|
||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|