diff --git a/addons/crm/models/__init__.py b/addons/crm/models/__init__.py
index 463bcc22e85..dcc76fd80f9 100644
--- a/addons/crm/models/__init__.py
+++ b/addons/crm/models/__init__.py
@@ -4,6 +4,8 @@
from . import res_users
from . import calendar
from . import crm_lead
+from . import crm_lead_tag
+from . import crm_lost_reason
from . import crm_stage
from . import crm_team
from . import res_config_settings
diff --git a/addons/crm/models/crm_lead.py b/addons/crm/models/crm_lead.py
index 121f0c52e72..0d09d496aa5 100644
--- a/addons/crm/models/crm_lead.py
+++ b/addons/crm/models/crm_lead.py
@@ -53,16 +53,14 @@ class Lead(models.Model):
_name = "crm.lead"
_description = "Lead/Opportunity"
_order = "priority desc, id desc"
- _inherit = ['mail.thread.cc', 'mail.thread.blacklist', 'mail.activity.mixin',
- 'utm.mixin', 'format.address.mixin', 'phone.validation.mixin']
+ _inherit = ['mail.thread.cc',
+ 'mail.thread.blacklist',
+ 'mail.activity.mixin',
+ 'utm.mixin',
+ 'format.address.mixin',
+ 'phone.validation.mixin']
_primary_email = 'email_from'
- def _auto_init(self):
- res = super(Lead, self)._auto_init()
- tools.create_index(self._cr, 'crm_lead_create_date_team_id_idx',
- self._table, ['create_date', 'team_id'])
- return res
-
def _default_team_id(self, user_id):
domain = [('use_leads', '=', True)] if self._context.get('default_type') == "lead" or self.type == 'lead' else [('use_opportunities', '=', True)]
return self.env['crm.team']._get_default_team_id(user_id=user_id, domain=domain)
@@ -71,75 +69,86 @@ class Lead(models.Model):
team = self._default_team_id(user_id=self.env.uid)
return self._stage_find(team_id=team.id, domain=[('fold', '=', False)]).id
+ # Description
name = fields.Char('Opportunity', required=True, index=True)
- partner_id = fields.Many2one('res.partner', string='Customer', tracking=10, index=True,
- domain="['|', ('company_id', '=', False), ('company_id', '=', company_id)]", help="Linked partner (optional). Usually created when converting the lead. You can find a partner by its Name, TIN, Email or Internal Reference.")
- active = fields.Boolean('Active', default=True, tracking=True)
- date_action_last = fields.Datetime('Last Action', readonly=True)
- email_from = fields.Char('Email', help="Email address of the contact", tracking=40, index=True)
- website = fields.Char('Website', index=True, help="Website of the contact")
- team_id = fields.Many2one('crm.team', string='Sales Team', default=lambda self: self._default_team_id(self.env.uid),
- index=True, tracking=True, help='When sending mails, the default email address is taken from the Sales Team.')
- kanban_state = fields.Selection([('grey', 'No next activity planned'), ('red', 'Next activity late'), ('green', 'Next activity is planned')],
- string='Kanban State', compute='_compute_kanban_state')
+ user_id = fields.Many2one('res.users', string='Salesperson', index=True, tracking=True, default=lambda self: self.env.user)
+ user_email = fields.Char('User Email', related='user_id.email', readonly=True)
+ user_login = fields.Char('User Login', related='user_id.login', readonly=True)
+ company_id = fields.Many2one('res.company', string='Company', index=True, default=lambda self: self.env.company.id)
+ referred = fields.Char('Referred By')
description = fields.Text('Notes')
- tag_ids = fields.Many2many('crm.lead.tag', 'crm_lead_tag_rel', 'lead_id', 'tag_id', string='Tags', help="Classify and analyze your lead/opportunity categories like: Training, Service")
- contact_name = fields.Char('Contact Name', tracking=30)
- partner_name = fields.Char("Company Name", tracking=20, index=True, help='The name of the future partner company that will be created while converting the lead into opportunity')
- type = fields.Selection([('lead', 'Lead'), ('opportunity', 'Opportunity')], index=True, required=True, tracking=15,
+ active = fields.Boolean('Active', default=True, tracking=True)
+ type = fields.Selection([
+ ('lead', 'Lead'), ('opportunity', 'Opportunity')],
+ index=True, required=True, tracking=15,
default=lambda self: 'lead' if self.env['res.users'].has_group('crm.group_use_lead') else 'opportunity',
help="Type is used to separate Leads and Opportunities")
- priority = fields.Selection(crm_stage.AVAILABLE_PRIORITIES, string='Priority', index=True, default=crm_stage.AVAILABLE_PRIORITIES[0][0])
- date_closed = fields.Datetime('Closed Date', readonly=True, copy=False)
-
- stage_id = fields.Many2one('crm.stage', string='Stage', ondelete='restrict', tracking=True, index=True, copy=False,
+ priority = fields.Selection(
+ crm_stage.AVAILABLE_PRIORITIES, string='Priority', index=True,
+ default=crm_stage.AVAILABLE_PRIORITIES[0][0])
+ team_id = fields.Many2one(
+ 'crm.team', string='Sales Team', index=True, tracking=True,
+ default=lambda self: self._default_team_id(self.env.uid))
+ stage_id = fields.Many2one(
+ 'crm.stage', string='Stage', ondelete='restrict',
+ copy=False, group_expand='_read_group_stage_ids', index=True, tracking=True,
domain="['|', ('team_id', '=', False), ('team_id', '=', team_id)]",
- group_expand='_read_group_stage_ids', default=lambda self: self._default_stage_id())
- user_id = fields.Many2one('res.users', string='Salesperson', index=True, tracking=True, default=lambda self: self.env.user)
- referred = fields.Char('Referred By')
-
+ default=lambda self: self._default_stage_id())
+ kanban_state = fields.Selection([
+ ('grey', 'No next activity planned'), ('red', 'Next activity late'), ('green', 'Next activity is planned')],
+ string='Kanban State', compute='_compute_kanban_state')
+ tag_ids = fields.Many2many(
+ 'crm.lead.tag', 'crm_lead_tag_rel', 'lead_id', 'tag_id', string='Tags',
+ help="Classify and analyze your lead/opportunity categories like: Training, Service")
+ color = fields.Integer('Color Index', default=0)
+ # Opportunity specific
+ planned_revenue = fields.Monetary('Expected Revenue', currency_field='company_currency', tracking=True)
+ expected_revenue = fields.Monetary('Prorated Revenue', currency_field='company_currency', store=True, compute="_compute_expected_revenue")
+ company_currency = fields.Many2one("res.currency", string='Currency', related='company_id.currency_id', readonly=True)
+ # Dates
+ date_closed = fields.Datetime('Closed Date', readonly=True, copy=False)
+ date_action_last = fields.Datetime('Last Action', readonly=True)
date_open = fields.Datetime('Assignation Date', readonly=True, default=fields.Datetime.now)
- day_open = fields.Float(compute='_compute_day_open', string='Days to Assign', store=True)
- day_close = fields.Float(compute='_compute_day_close', string='Days to Close', store=True)
- date_last_stage_update = fields.Datetime(string='Last Stage Update', index=True, default=fields.Datetime.now)
+ day_open = fields.Float('Days to Assign', compute='_compute_day_open', store=True)
+ day_close = fields.Float('Days to Close', compute='_compute_day_close', store=True)
+ date_last_stage_update = fields.Datetime('Last Stage Update', index=True, default=fields.Datetime.now)
date_conversion = fields.Datetime('Conversion Date', readonly=True)
-
- # Probability - Only used for type opportunity
- probability = fields.Float('Probability', group_operator="avg", copy=False)
- automated_probability = fields.Float('Automated Probability', readonly=True)
- is_automated_probability = fields.Boolean('Is automated probability?', compute="_compute_is_automated_probability")
+ date_deadline = fields.Date('Expected Closing', help="Estimate of the date on which the opportunity will be won.")
+ # Customer / contact
+ partner_id = fields.Many2one(
+ 'res.partner', string='Customer', tracking=10, index=True,
+ domain="['|', ('company_id', '=', False), ('company_id', '=', company_id)]",
+ help="Linked partner (optional). Usually created when converting the lead. You can find a partner by its Name, TIN, Email or Internal Reference.")
+ partner_address_email = fields.Char('Partner Contact Email', related='partner_id.email', readonly=True)
+ partner_is_blacklisted = fields.Boolean('Partner is blacklisted', related='partner_id.is_blacklisted', readonly=True)
+ contact_name = fields.Char('Contact Name', tracking=30)
+ partner_name = fields.Char("Company Name", tracking=20, index=True, help='The name of the future partner company that will be created while converting the lead into opportunity')
+ function = fields.Char('Job Position')
+ title = fields.Many2one('res.partner.title', string='Title')
+ email_from = fields.Char('Email', index=True, tracking=40)
+ phone = fields.Char('Phone', tracking=50)
+ mobile = fields.Char('Mobile')
+ phone_mobile_search = fields.Char('Phone/Mobile', store=False, search='_search_phone_mobile_search')
phone_state = fields.Selection([
('correct', 'Correct'),
('incorrect', 'Incorrect')], string='Phone Quality', compute="_compute_phone_state", store=True)
email_state = fields.Selection([
('correct', 'Correct'),
('incorrect', 'Incorrect')], string='Email Quality', compute="_compute_email_state", store=True)
-
- # Only used for type opportunity
- planned_revenue = fields.Monetary('Expected Revenue', currency_field='company_currency', tracking=True)
- expected_revenue = fields.Monetary('Prorated Revenue', currency_field='company_currency', store=True, compute="_compute_expected_revenue")
- date_deadline = fields.Date('Expected Closing', help="Estimate of the date on which the opportunity will be won.")
- color = fields.Integer('Color Index', default=0)
- partner_address_email = fields.Char('Partner Contact Email', related='partner_id.email', readonly=True)
- partner_is_blacklisted = fields.Boolean('Partner is blacklisted', related='partner_id.is_blacklisted', readonly=True)
- company_currency = fields.Many2one(string='Currency', related='company_id.currency_id', readonly=True, relation="res.currency")
- user_email = fields.Char('User Email', related='user_id.email', readonly=True)
- user_login = fields.Char('User Login', related='user_id.login', readonly=True)
-
- # Fields for address, due to separation from crm and res.partner
+ website = fields.Char('Website', index=True, help="Website of the contact")
+ lang_id = fields.Many2one('res.lang', string='Language')
+ # Address fields
street = fields.Char('Street')
street2 = fields.Char('Street2')
zip = fields.Char('Zip', change_default=True)
city = fields.Char('City')
state_id = fields.Many2one("res.country.state", string='State', domain="[('country_id', '=?', country_id)]")
country_id = fields.Many2one('res.country', string='Country')
- lang_id = fields.Many2one('res.lang', string='Language', help="Language of the lead.")
- phone = fields.Char('Phone', tracking=50)
- mobile = fields.Char('Mobile')
- phone_mobile_search = fields.Char('Phone/Mobile', store=False, search='_search_phone_mobile_search')
- function = fields.Char('Job Position')
- title = fields.Many2one('res.partner.title')
- company_id = fields.Many2one('res.company', string='Company', index=True, default=lambda self: self.env.company.id)
+ # Probability (Opportunity only)
+ probability = fields.Float('Probability', group_operator="avg", copy=False)
+ automated_probability = fields.Float('Automated Probability', readonly=True)
+ is_automated_probability = fields.Boolean('Is automated probability?', compute="_compute_is_automated_probability")
+ # External records
meeting_count = fields.Integer('# Meetings', compute='_compute_meeting_count')
lost_reason = fields.Many2one('crm.lost.reason', string='Lost Reason', index=True, tracking=True)
@@ -147,28 +156,6 @@ class Lead(models.Model):
('check_probability', 'check(probability >= 0 and probability <= 100)', 'The probability of closing the deal should be between 0% and 100%!')
]
- def _auto_init(self):
- res = super(Lead, self)._auto_init()
- tools.create_index(self._cr, 'crm_lead_user_id_team_id_type_index',
- self._table, ['user_id', 'team_id', 'type'])
- return res
-
- @api.model
- def _read_group_stage_ids(self, stages, domain, order):
- # retrieve team_id from the context and write the domain
- # - ('id', 'in', stages.ids): add columns that should be present
- # - OR ('fold', '=', False): add default columns that are not folded
- # - OR ('team_ids', '=', team_id), ('fold', '=', False) if team_id: add team columns that are not folded
- team_id = self._context.get('default_team_id')
- if team_id:
- search_domain = ['|', ('id', 'in', stages.ids), '|', ('team_id', '=', False), ('team_id', '=', team_id)]
- else:
- search_domain = ['|', ('id', 'in', stages.ids), ('team_id', '=', False)]
-
- # perform search
- stage_ids = stages._search(search_domain, order=order, access_rights_uid=SUPERUSER_ID)
- return stages.browse(stage_ids)
-
def _compute_kanban_state(self):
today = date.today()
for lead in self:
@@ -387,8 +374,6 @@ class Lead(models.Model):
def _onchange_lang_id(self):
self._onchange_compute_probability(optional_field_name='lang_id')
- # Phone Validation
- # ----------------
@api.onchange('phone', 'country_id', 'company_id')
def _onchange_phone_validation(self):
if self.phone:
@@ -399,9 +384,17 @@ class Lead(models.Model):
if self.mobile:
self.mobile = self.phone_format(self.mobile)
- # ----------------------------------------
- # ORM override (CRUD, fields_view_get, ...)
- # ----------------------------------------
+ # ------------------------------------------------------------
+ # ORM
+ # ------------------------------------------------------------
+
+ def _auto_init(self):
+ res = super(Lead, self)._auto_init()
+ tools.create_index(self._cr, 'crm_lead_user_id_team_id_type_index',
+ self._table, ['user_id', 'team_id', 'type'])
+ tools.create_index(self._cr, 'crm_lead_create_date_team_id_idx',
+ self._table, ['create_date', 'team_id'])
+ return res
@api.model
def create(self, vals):
@@ -496,9 +489,49 @@ class Lead(models.Model):
res['arch'] = self._fields_view_get_address(res['arch'])
return res
- # ----------------------------------------
- # Actions Methods
- # ----------------------------------------
+ @api.model
+ def _read_group_stage_ids(self, stages, domain, order):
+ # retrieve team_id from the context and write the domain
+ # - ('id', 'in', stages.ids): add columns that should be present
+ # - OR ('fold', '=', False): add default columns that are not folded
+ # - OR ('team_ids', '=', team_id), ('fold', '=', False) if team_id: add team columns that are not folded
+ team_id = self._context.get('default_team_id')
+ if team_id:
+ search_domain = ['|', ('id', 'in', stages.ids), '|', ('team_id', '=', False), ('team_id', '=', team_id)]
+ else:
+ search_domain = ['|', ('id', 'in', stages.ids), ('team_id', '=', False)]
+
+ # perform search
+ stage_ids = stages._search(search_domain, order=order, access_rights_uid=SUPERUSER_ID)
+ return stages.browse(stage_ids)
+
+ def _stage_find(self, team_id=False, domain=None, order='sequence'):
+ """ Determine the stage of the current lead with its teams, the given domain and the given team_id
+ :param team_id
+ :param domain : base search domain for stage
+ :returns crm.stage recordset
+ """
+ # collect all team_ids by adding given one, and the ones related to the current leads
+ team_ids = set()
+ if team_id:
+ team_ids.add(team_id)
+ for lead in self:
+ if lead.team_id:
+ team_ids.add(lead.team_id.id)
+ # generate the domain
+ if team_ids:
+ search_domain = ['|', ('team_id', '=', False), ('team_id', 'in', list(team_ids))]
+ else:
+ search_domain = [('team_id', '=', False)]
+ # AND with the domain in parameter
+ if domain:
+ search_domain += list(domain)
+ # perform search, return the first found
+ return self.env['crm.stage'].search(search_domain, order=order, limit=1)
+
+ # ------------------------------------------------------------
+ # ACTIONS
+ # ------------------------------------------------------------
def toggle_active(self):
super(Lead, self).toggle_active()
@@ -605,33 +638,24 @@ class Lead(models.Model):
}
return action
- # ----------------------------------------
- # Business Methods
- # ----------------------------------------
+ # ------------------------------------------------------------
+ # BUSINESS
+ # ------------------------------------------------------------
- def _stage_find(self, team_id=False, domain=None, order='sequence'):
- """ Determine the stage of the current lead with its teams, the given domain and the given team_id
- :param team_id
- :param domain : base search domain for stage
- :returns crm.stage recordset
- """
- # collect all team_ids by adding given one, and the ones related to the current leads
- team_ids = set()
- if team_id:
- team_ids.add(team_id)
- for lead in self:
- if lead.team_id:
- team_ids.add(lead.team_id.id)
- # generate the domain
- if team_ids:
- search_domain = ['|', ('team_id', '=', False), ('team_id', 'in', list(team_ids))]
+ def log_meeting(self, meeting_subject, meeting_date, duration):
+ if not duration:
+ duration = _('unknown')
else:
- search_domain = [('team_id', '=', False)]
- # AND with the domain in parameter
- if domain:
- search_domain += list(domain)
- # perform search, return the first found
- return self.env['crm.stage'].search(search_domain, order=order, limit=1)
+ duration = str(duration)
+ meet_date = fields.Datetime.from_string(meeting_date)
+ meeting_usertime = fields.Datetime.to_string(fields.Datetime.context_timestamp(self, meet_date))
+ html_time = "" % (meeting_date, meeting_usertime)
+ message = _("Meeting scheduled at '%s'
Subject: %s
Duration: %s hours") % (html_time, meeting_subject, duration)
+ return self.message_post(body=message)
+
+ # ------------------------------------------------------------
+ # MERGE LEADS / OPPS
+ # ------------------------------------------------------------
def _merge_get_result_type(self):
""" Define the type of the result of the merge. If at least one of the
@@ -1046,20 +1070,10 @@ class Lead(models.Model):
sub_title = _('or send an email to %s') % (email_link)
return '%s
%s
' % (help_title, sub_title)
- def log_meeting(self, meeting_subject, meeting_date, duration):
- if not duration:
- duration = _('unknown')
- else:
- duration = str(duration)
- meet_date = fields.Datetime.from_string(meeting_date)
- meeting_usertime = fields.Datetime.to_string(fields.Datetime.context_timestamp(self, meet_date))
- html_time = "" % (meeting_date, meeting_usertime)
- message = _("Meeting scheduled at '%s'
Subject: %s
Duration: %s hours") % (html_time, meeting_subject, duration)
- return self.message_post(body=message)
+ # ------------------------------------------------------------
+ # MAILING
+ # ------------------------------------------------------------
- # ----------------------------------------
- # Mail Gateway
- # ----------------------------------------
def _creation_subtype(self):
return self.env.ref('crm.mt_lead_create')
@@ -1192,9 +1206,10 @@ class Lead(models.Model):
'template': '/crm/static/xls/crm_lead.xls'
}]
- # ----------------------------------------
- # Predictive Lead Scoring
- # ----------------------------------------
+ # ------------------------------------------------------------
+ # PLS
+ # ------------------------------------------------------------
+
def _pls_get_naive_bayes_probabilities(self, batch_mode=False):
"""
In machine learning, naive Bayes classifiers (NBC) are a family of simple "probabilistic classifiers" based on
@@ -1587,24 +1602,3 @@ class Lead(models.Model):
return 0, 0, 0
stage_result = team_results['stage_id'][str(first_stage_id.id)]
return stage_result['won'], stage_result['lost'], stage_result['won'] + stage_result['lost']
-
-
-class Tag(models.Model):
-
- _name = "crm.lead.tag"
- _description = "Lead Tag"
-
- name = fields.Char('Tag Name', required=True, translate=True)
- color = fields.Integer('Color Index')
-
- _sql_constraints = [
- ('name_uniq', 'unique (name)', "Tag name already exists !"),
- ]
-
-
-class LostReason(models.Model):
- _name = "crm.lost.reason"
- _description = 'Opp. Lost Reason'
-
- name = fields.Char('Description', required=True, translate=True)
- active = fields.Boolean('Active', default=True)
diff --git a/addons/crm/models/crm_lead_tag.py b/addons/crm/models/crm_lead_tag.py
new file mode 100644
index 00000000000..7335c0950df
--- /dev/null
+++ b/addons/crm/models/crm_lead_tag.py
@@ -0,0 +1,17 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import fields, models
+
+
+class Tag(models.Model):
+
+ _name = "crm.lead.tag"
+ _description = "Lead Tag"
+
+ name = fields.Char('Tag Name', required=True, translate=True)
+ color = fields.Integer('Color Index')
+
+ _sql_constraints = [
+ ('name_uniq', 'unique (name)', "Tag name already exists !"),
+ ]
diff --git a/addons/crm/models/crm_lost_reason.py b/addons/crm/models/crm_lost_reason.py
new file mode 100644
index 00000000000..6a1c0c891f4
--- /dev/null
+++ b/addons/crm/models/crm_lost_reason.py
@@ -0,0 +1,12 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import fields, models
+
+
+class LostReason(models.Model):
+ _name = "crm.lost.reason"
+ _description = 'Opp. Lost Reason'
+
+ name = fields.Char('Description', required=True, translate=True)
+ active = fields.Boolean('Active', default=True)