Thibault Delavallée
b626bdc68d
The display of next actions has been slightly cleaned. Indeed some links were displayed only in edit mode, and the order was strange. Also moved code beloging to crm.team into the right file instead of having 2 overrides in the same module. Also cleaned its code.
1238 lines
59 KiB
Python
1238 lines
59 KiB
Python
# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from datetime import datetime, timedelta, date
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from dateutil.relativedelta import relativedelta
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import logging
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from operator import itemgetter
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from werkzeug import url_encode
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from openerp import SUPERUSER_ID
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from openerp import tools, api
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from openerp.addons.base.res.res_partner import format_address
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from openerp.addons.crm import crm_stage
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from openerp.osv import fields, osv
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from openerp.tools.translate import _
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from openerp.tools import email_re, email_split
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from openerp.exceptions import UserError, AccessError
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_logger = logging.getLogger(__name__)
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CRM_LEAD_FIELDS_TO_MERGE = ['name',
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'partner_id',
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'campaign_id',
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'company_id',
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'country_id',
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'team_id',
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'state_id',
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'stage_id',
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'medium_id',
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'source_id',
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'user_id',
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'title',
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'city',
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'contact_name',
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'description',
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'email',
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'fax',
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'mobile',
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'partner_name',
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'phone',
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'probability',
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'planned_revenue',
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'street',
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'street2',
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'zip',
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'create_date',
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'date_action_last',
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'date_action_next',
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'email_from',
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'email_cc',
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'partner_name']
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class crm_lead(format_address, osv.osv):
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""" CRM Lead Case """
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_name = "crm.lead"
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_description = "Lead/Opportunity"
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_order = "priority desc,date_action,id desc"
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_inherit = ['mail.thread', 'ir.needaction_mixin', 'utm.mixin']
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_mail_mass_mailing = _('Leads / Opportunities')
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def _get_default_stage_id(self, cr, uid, context=None):
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""" Gives default stage_id """
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team_id = self.pool['crm.team']._get_default_team_id(cr, SUPERUSER_ID, context=context, user_id=uid)
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return self.stage_find(cr, uid, [], team_id, [('fold', '=', False)], context=context)
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def _resolve_type_from_context(self, cr, uid, context=None):
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""" Returns the type (lead or opportunity) from the type context
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key. Returns None if it cannot be resolved.
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"""
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if context is None:
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context = {}
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return context.get('default_type')
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def _read_group_stage_ids(self, cr, uid, ids, domain, read_group_order=None, access_rights_uid=None, context=None):
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access_rights_uid = access_rights_uid or uid
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stage_obj = self.pool.get('crm.stage')
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order = stage_obj._order
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# lame hack to allow reverting search, should just work in the trivial case
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if read_group_order == 'stage_id desc':
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order = "%s desc" % order
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# retrieve team_id from the context and write the domain
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# - ('id', 'in', 'ids'): add columns that should be present
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# - OR ('fold', '=', False): add default columns that are not folded
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# - OR ('team_ids', '=', team_id), ('fold', '=', False) if team_id: add team columns that are not folded
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search_domain = []
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team_id = context and context.get('default_team_id') or False
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if team_id:
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search_domain += ['|', ('team_ids', '=', team_id)]
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search_domain += [('id', 'in', ids)]
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else:
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search_domain += [('id', 'in', ids)]
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# retrieve type from the context (if set: choose 'type' or 'both')
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type = self._resolve_type_from_context(cr, uid, context=context)
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if type:
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search_domain += ['|', ('type', '=', type), ('type', '=', 'both')]
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# perform search
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stage_ids = stage_obj._search(cr, uid, search_domain, order=order, access_rights_uid=access_rights_uid, context=context)
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result = stage_obj.name_get(cr, access_rights_uid, stage_ids, context=context)
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# restore order of the search
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result.sort(lambda x, y: cmp(stage_ids.index(x[0]), stage_ids.index(y[0])))
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fold = {}
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for stage in stage_obj.browse(cr, access_rights_uid, stage_ids, context=context):
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fold[stage.id] = stage.fold or False
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return result, fold
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def fields_view_get(self, cr, user, view_id=None, view_type='form', context=None, toolbar=False, submenu=False):
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if context and context.get('opportunity_id'):
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action = self.get_formview_action(cr, user, context['opportunity_id'], context=context)
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if action.get('views') and any(view_id for view_id in action['views'] if view_id[1] == view_type):
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view_id = next(view_id[0] for view_id in action['views'] if view_id[1] == view_type)
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res = super(crm_lead, self).fields_view_get(cr, user, view_id=view_id, view_type=view_type, context=context, toolbar=toolbar, submenu=submenu)
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if view_type == 'form':
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res['arch'] = self.fields_view_get_address(cr, user, res['arch'], context=context)
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return res
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_group_by_full = {
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'stage_id': _read_group_stage_ids
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}
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def _compute_day(self, cr, uid, ids, fields, args, context=None):
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"""
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:return dict: difference between current date and log date
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"""
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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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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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ans = date_close - date_create
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if ans:
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duration = abs(int(ans.days))
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res[lead.id][field] = duration
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return res
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def _meeting_count(self, cr, uid, ids, field_name, arg, context=None):
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Event = self.pool['calendar.event']
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return {
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opp_id: Event.search_count(cr,uid, [('opportunity_id', '=', opp_id)], context=context)
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for opp_id in ids
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}
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_columns = {
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'partner_id': fields.many2one('res.partner', 'Partner', ondelete='set null', track_visibility='onchange',
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select=True, help="Linked partner (optional). Usually created when converting the lead."),
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'id': fields.integer('ID', readonly=True),
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'name': fields.char('Opportunity', required=True, select=1),
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'active': fields.boolean('Active', required=False),
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'date_action_last': fields.datetime('Last Action', readonly=1),
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'date_action_next': fields.datetime('Next Action', readonly=1),
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'email_from': fields.char('Email', size=128, help="Email address of the contact", select=1),
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'team_id': fields.many2one('crm.team', 'Sales Team', oldname='section_id',
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select=True, track_visibility='onchange', help='When sending mails, the default email address is taken from the sales team.'),
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'create_date': fields.datetime('Creation Date', readonly=True),
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'email_cc': fields.text('Global CC', 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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'tag_ids': fields.many2many('crm.lead.tag', 'crm_lead_tag_rel', 'lead_id', 'tag_id', 'Tags', help="Classify and analyze your lead/opportunity categories like: Training, Service"),
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'contact_name': fields.char('Contact Name', size=64),
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'partner_name': fields.char("Customer Name", size=64,help='The name of the future partner company that will be created while converting the lead into opportunity', select=1),
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'opt_out': fields.boolean('Opt-Out', oldname='optout',
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help="If opt-out is checked, this contact has refused to receive emails for mass mailing and marketing campaign. "
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"Filter 'Available for Mass Mailing' allows users to filter the leads when performing mass mailing."),
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'type': fields.selection(
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[('lead', 'Lead'), ('opportunity', 'Opportunity')],
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string='Type', select=True, required=True,
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help="Type is used to separate Leads and Opportunities"),
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'priority': fields.selection(crm_stage.AVAILABLE_PRIORITIES, 'Rating', select=True),
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'date_closed': fields.datetime('Closed', readonly=True, copy=False),
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'stage_id': fields.many2one('crm.stage', 'Stage', track_visibility='onchange', select=True,
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domain="['&', ('team_ids', '=', team_id), '|', ('type', '=', type), ('type', '=', 'both')]"),
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'user_id': fields.many2one('res.users', 'Salesperson', select=True, track_visibility='onchange'),
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'referred': fields.char('Referred By'),
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'date_open': fields.datetime('Assigned', readonly=True),
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'day_open': fields.function(_compute_day, string='Days to Assign',
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multi='day_open', type="float",
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store={'crm.lead': (lambda self, cr, uid, ids, c={}: ids, ['date_open'], 10)}),
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'day_close': fields.function(_compute_day, string='Days to Close',
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multi='day_open', type="float",
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store={'crm.lead': (lambda self, cr, uid, ids, c={}: ids, ['date_closed'], 10)}),
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'date_last_stage_update': fields.datetime('Last Stage Update', select=True),
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'date_conversion': fields.datetime('Conversion Date', readonly=1),
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# Messaging and marketing
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'message_bounce': fields.integer('Bounce', help="Counter of the number of bounced emails for this contact"),
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# Only used for type opportunity
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'probability': fields.float('Probability', group_operator="avg"),
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'planned_revenue': fields.float('Expected Revenue', track_visibility='always'),
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'date_deadline': fields.date('Expected Closing', help="Estimate of the date on which the opportunity will be won."),
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# CRM Actions
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'last_activity_id': fields.many2one("crm.activity", "Last Activity", select=True),
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'next_activity_id': fields.many2one("crm.activity", "Next Activity", select=True),
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'next_activity_1': fields.related("last_activity_id", "activity_1_id", "name", type="char", string="Next Activity 1"),
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'next_activity_2': fields.related("last_activity_id", "activity_2_id", "name", type="char", string="Next Activity 2"),
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'next_activity_3': fields.related("last_activity_id", "activity_3_id", "name", type="char", string="Next Activity 3"),
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'date_action': fields.date('Next Activity Date', select=True),
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'title_action': fields.char('Next Activity Summary'),
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'color': fields.integer('Color Index'),
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'partner_address_name': fields.related('partner_id', 'name', type='char', string='Partner Contact Name', readonly=True),
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'partner_address_email': fields.related('partner_id', 'email', type='char', string='Partner Contact Email', readonly=True),
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'company_currency': fields.related('company_id', 'currency_id', type='many2one', string='Currency', readonly=True, relation="res.currency"),
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'user_email': fields.related('user_id', 'email', type='char', string='User Email', readonly=True),
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'user_login': fields.related('user_id', 'login', type='char', string='User Login', readonly=True),
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# Fields for address, due to separation from crm and res.partner
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'street': fields.char('Street'),
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'street2': fields.char('Street2'),
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'zip': fields.char('Zip', change_default=True, size=24),
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'city': fields.char('City'),
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'state_id': fields.many2one("res.country.state", 'State'),
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'country_id': fields.many2one('res.country', 'Country'),
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'phone': fields.char('Phone'),
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'fax': fields.char('Fax'),
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'mobile': fields.char('Mobile'),
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'function': fields.char('Function'),
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'title': fields.many2one('res.partner.title', 'Title'),
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'company_id': fields.many2one('res.company', 'Company', select=1),
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'meeting_count': fields.function(_meeting_count, string='# Meetings', type='integer'),
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'lost_reason': fields.many2one('crm.lost.reason', 'Lost Reason', select=True, track_visibility='onchange'),
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}
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_defaults = {
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'active': 1,
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'type': lambda s, cr, uid, c: 'lead' if s.pool['res.users'].has_group(cr, uid, 'crm.group_use_lead') else 'opportunity',
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'user_id': lambda s, cr, uid, c: uid,
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'stage_id': lambda s, cr, uid, c: s._get_default_stage_id(cr, uid, c),
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'team_id': lambda s, cr, uid, c: s.pool['crm.team']._get_default_team_id(cr, SUPERUSER_ID, context=c, user_id=uid),
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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_stage.AVAILABLE_PRIORITIES[0][0],
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'probability': 10,
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'color': 0,
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'date_last_stage_update': fields.datetime.now,
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}
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_sql_constraints = [
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('check_probability', 'check(probability >= 0 and probability <= 100)', 'The probability of closing the deal should be between 0% and 100%!')
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]
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def onchange_stage_id(self, cr, uid, ids, stage_id, context=None):
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if not stage_id:
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return {'value': {}}
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stage = self.pool['crm.stage'].browse(cr, uid, stage_id, context=context)
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if not stage.on_change:
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return {'value': {}}
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return {'value': {'probability': stage.probability}}
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def on_change_partner_id(self, cr, uid, ids, partner_id, context=None):
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values = {}
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if partner_id:
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partner = self.pool.get('res.partner').browse(cr, uid, partner_id, context=context)
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partner_name = (partner.parent_id and partner.parent_id.name) or (partner.is_company and partner.name) or False
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values = {
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'partner_name': partner_name,
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'contact_name': (not partner.is_company and partner.name) or False,
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'title': partner.title and partner.title.id or False,
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'street': partner.street,
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'street2': partner.street2,
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'city': partner.city,
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'state_id': partner.state_id and partner.state_id.id or False,
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'country_id': partner.country_id and partner.country_id.id or False,
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'email_from': partner.email,
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'phone': partner.phone,
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'mobile': partner.mobile,
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'fax': partner.fax,
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'zip': partner.zip,
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'function': partner.function,
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}
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return {'value': values}
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def on_change_user(self, cr, uid, ids, user_id, context=None):
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""" When changing the user, also set a team_id or restrict team id
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to the ones user_id is member of. """
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team_id = self.pool['crm.team']._get_default_team_id(cr, uid, context=context, user_id=user_id)
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return {'value': {'team_id': team_id}}
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def stage_find(self, cr, uid, cases, team_id, domain=None, order='sequence', context=None):
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""" Override of the base.stage method
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Parameter of the stage search taken from the lead:
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- type: stage type must be the same or 'both'
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- team_id: if set, stages must belong to this team or
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be a default stage; if not set, stages must be default
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stages
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"""
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if isinstance(cases, (int, long)):
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cases = self.browse(cr, uid, cases, context=context)
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if context is None:
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context = {}
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# check whether we should try to add a condition on type
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avoid_add_type_term = any([term for term in domain if len(term) == 3 if term[0] == 'type'])
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# collect all team_ids
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team_ids = set()
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types = ['both']
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if not cases and context.get('default_type'):
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ctx_type = context.get('default_type')
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types += [ctx_type]
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if team_id:
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team_ids.add(team_id)
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for lead in cases:
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if lead.team_id:
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team_ids.add(lead.team_id.id)
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if lead.type not in types:
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types.append(lead.type)
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# OR all team_ids
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search_domain = []
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if team_ids:
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search_domain += [('|')] * (len(team_ids) - 1)
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for team_id in team_ids:
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search_domain.append(('team_ids', '=', team_id))
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# AND with cases types
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if not avoid_add_type_term:
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search_domain.append(('type', 'in', types))
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# AND with the domain in parameter
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search_domain += list(domain)
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# perform search, return the first found
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stage_ids = self.pool.get('crm.stage').search(cr, uid, search_domain, order=order, limit=1, context=context)
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if stage_ids:
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return stage_ids[0]
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return False
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def action_set_lost(self, cr, uid, ids, context=None):
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""" Lost semantic: probability = 0, active = False """
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return self.write(cr, uid, ids, {'probability': 0, 'active': False}, context=context)
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# Backward compatibility
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case_mark_lost = action_set_lost
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def action_set_active(self, cr, uid, ids, context=None):
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return self.write(cr, uid, ids, {'active': True}, context=context)
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def action_set_unactive(self, cr, uid, ids, context=None):
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return self.write(cr, uid, ids, {'active': False}, context=context)
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def action_set_won(self, cr, uid, ids, context=None):
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""" Won semantic: probability = 100 (active untouched) """
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stages_leads = {}
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for lead in self.browse(cr, uid, ids, context=context):
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stage_id = self.stage_find(cr, uid, [lead], lead.team_id.id or False, [('probability', '=', 100.0), ('on_change', '=', True)], context=context)
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if stage_id:
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if stages_leads.get(stage_id):
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stages_leads[stage_id].append(lead.id)
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else:
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stages_leads[stage_id] = [lead.id]
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for stage_id, lead_ids in stages_leads.items():
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self.write(cr, uid, lead_ids, {'stage_id': stage_id}, context=context)
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return self.write(cr, uid, ids, {'probability': 100}, context=context)
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# Backward compatibility
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case_mark_won = action_set_won
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def log_next_activity_1(self, cr, uid, ids, context=None):
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return self.set_next_activity(cr, uid, ids, next_activity_name='activity_1_id', context=context)
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def log_next_activity_2(self, cr, uid, ids, context=None):
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return self.set_next_activity(cr, uid, ids, next_activity_name='activity_2_id', context=context)
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def log_next_activity_3(self, cr, uid, ids, context=None):
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return self.set_next_activity(cr, uid, ids, next_activity_name='activity_3_id', context=context)
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def set_next_activity(self, cr, uid, ids, next_activity_name, context=None):
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for lead in self.browse(cr, uid, ids, context=context):
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if not lead.last_activity_id:
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continue
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next_activity = next_activity_name and getattr(lead.last_activity_id, next_activity_name, False) or False
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if next_activity:
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date_action = False
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if next_activity.days:
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date_action = (datetime.now() + timedelta(days=next_activity.days)).strftime(tools.DEFAULT_SERVER_DATETIME_FORMAT),
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|
lead.write({
|
|
'next_activity_id': next_activity.id,
|
|
'date_action': date_action,
|
|
'title_action': next_activity.description,
|
|
})
|
|
return True
|
|
|
|
def log_next_activity_done(self, cr, uid, ids, context=None, next_activity_name=False):
|
|
to_clear_ids = []
|
|
for lead in self.browse(cr, uid, ids, context=context):
|
|
if not lead.next_activity_id:
|
|
continue
|
|
body_html = """<div><b>${object.next_activity_id.name}</b></div>
|
|
%if object.title_action:
|
|
<div>${object.title_action}</div>
|
|
%endif"""
|
|
body_html = self.pool['mail.template'].render_template(cr, uid, body_html, 'crm.lead', lead.id, context=context)
|
|
msg_id = lead.message_post(body_html, subtype_id=lead.next_activity_id.subtype_id.id)
|
|
to_clear_ids.append(lead.id)
|
|
self.write(cr, uid, [lead.id], {'last_activity_id': lead.next_activity_id.id}, context=context)
|
|
|
|
if to_clear_ids:
|
|
self.cancel_next_activity(cr, uid, to_clear_ids, context=context)
|
|
return True
|
|
|
|
def cancel_next_activity(self, cr, uid, ids, context=None):
|
|
return self.write(cr, uid, ids, {
|
|
'next_activity_id': False,
|
|
'date_action': False,
|
|
'title_action': False,
|
|
}, context=context)
|
|
|
|
def onchange_next_activity_id(self, cr, uid, ids, next_activity_id, context=None):
|
|
if not next_activity_id:
|
|
return {'value': {
|
|
'next_action1': False,
|
|
'next_action2': False,
|
|
'next_action3': False,
|
|
'title_action': False,
|
|
'date_action': False,
|
|
}}
|
|
activity = self.pool['crm.activity'].browse(cr, uid, next_activity_id, context=context)
|
|
date_action = False
|
|
if activity.days:
|
|
date_action = (datetime.now() + timedelta(days=activity.days)).strftime(tools.DEFAULT_SERVER_DATETIME_FORMAT)
|
|
return {'value': {
|
|
'next_activity_1': activity.activity_1_id and activity.activity_1_id.name or False,
|
|
'next_activity_2': activity.activity_2_id and activity.activity_2_id.name or False,
|
|
'next_activity_3': activity.activity_3_id and activity.activity_3_id.name or False,
|
|
'title_action': activity.description,
|
|
'date_action': date_action,
|
|
'last_activity_id': False,
|
|
}}
|
|
|
|
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 "<br/>".join(body + ['<br/>'])
|
|
|
|
def _merge_notify(self, cr, uid, opportunity_id, opportunities, context=None):
|
|
"""
|
|
Create a message gathering merged leads/opps information.
|
|
"""
|
|
#TOFIX: mail template should be used instead of fix body, subject text
|
|
details = []
|
|
result_type = self._merge_get_result_type(cr, uid, opportunities, context)
|
|
if result_type == 'lead':
|
|
merge_message = _('Merged leads')
|
|
else:
|
|
merge_message = _('Merged opportunities')
|
|
subject = [merge_message]
|
|
for opportunity in opportunities:
|
|
subject.append(opportunity.name)
|
|
title = "%s : %s" % (opportunity.type == 'opportunity' and _('Merged opportunity') or _('Merged lead'), opportunity.name)
|
|
fields = list(CRM_LEAD_FIELDS_TO_MERGE)
|
|
details.append(self._mail_body(cr, uid, opportunity, fields, title=title, context=context))
|
|
|
|
# Chatter message's subject
|
|
subject = subject[0] + ": " + ", ".join(subject[1:])
|
|
details = "\n\n".join(details)
|
|
return self.message_post(cr, uid, [opportunity_id], body=details, subject=subject, context=context)
|
|
|
|
def _merge_opportunity_history(self, cr, uid, opportunity_id, opportunities, context=None):
|
|
message = self.pool.get('mail.message')
|
|
for opportunity in opportunities:
|
|
for history in opportunity.message_ids:
|
|
message.write(cr, uid, history.id, {
|
|
'res_id': opportunity_id,
|
|
'subject' : _("From %s : %s") % (opportunity.name, history.subject)
|
|
}, context=context)
|
|
|
|
return True
|
|
|
|
def _merge_opportunity_attachments(self, cr, uid, opportunity_id, opportunities, context=None):
|
|
attach_obj = self.pool.get('ir.attachment')
|
|
|
|
# return attachments of opportunity
|
|
def _get_attachments(opportunity_id):
|
|
attachment_ids = attach_obj.search(cr, uid, [('res_model', '=', self._name), ('res_id', '=', opportunity_id)], context=context)
|
|
return attach_obj.browse(cr, uid, attachment_ids, context=context)
|
|
|
|
first_attachments = _get_attachments(opportunity_id)
|
|
#counter of all attachments to move. Used to make sure the name is different for all attachments
|
|
count = 1
|
|
for opportunity in opportunities:
|
|
attachments = _get_attachments(opportunity.id)
|
|
for attachment in attachments:
|
|
values = {'res_id': opportunity_id,}
|
|
for attachment_in_first in first_attachments:
|
|
if attachment.name == attachment_in_first.name:
|
|
values['name'] = "%s (%s)" % (attachment.name, count,),
|
|
count+=1
|
|
attachment.write(values)
|
|
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
|
|
"""
|
|
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 += ['&', ('active', '=', True), ('probability', '<', 100)]
|
|
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)
|
|
|
|
def merge_opportunity(self, cr, uid, ids, user_id=False, team_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 UserError(_('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 opportunity.stage_id.on_change:
|
|
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 team_id:
|
|
merged_data['team_id'] = team_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('team_id'):
|
|
team_stage_ids = self.pool.get('crm.stage').search(cr, uid, [('team_ids', 'in', merged_data['team_id']), ('type', '=', merged_data.get('type'))], order='sequence', context=context)
|
|
if merged_data.get('stage_id') not in team_stage_ids:
|
|
merged_data['stage_id'] = team_stage_ids and team_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, team_id=False, context=None):
|
|
crm_stage = self.pool.get('crm.stage')
|
|
contact_id = False
|
|
if customer:
|
|
contact_id = self.pool.get('res.partner').address_get(cr, uid, [customer.id])['contact']
|
|
if not team_id:
|
|
team_id = lead.team_id and lead.team_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_open': fields.datetime.now(),
|
|
'email_from': customer and customer.email or lead.email_from,
|
|
'phone': customer and customer.phone or lead.phone,
|
|
'date_conversion': fields.datetime.now(),
|
|
}
|
|
if not lead.stage_id or lead.stage_id.type=='lead':
|
|
val['stage_id'] = self.stage_find(cr, uid, [lead], team_id, [('type', 'in', ('opportunity', 'both'))], context=context)
|
|
return val
|
|
|
|
def convert_opportunity(self, cr, uid, ids, partner_id, user_ids=False, team_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):
|
|
if not lead.active or lead.probability == 100:
|
|
continue
|
|
vals = self._convert_opportunity_data(cr, uid, lead, customer, team_id, context=context)
|
|
self.write(cr, uid, [lead.id], vals, context=context)
|
|
|
|
if user_ids or team_id:
|
|
self.allocate_salesman(cr, uid, ids, user_ids, team_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,
|
|
'team_id': lead.team_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):
|
|
contact_id = False
|
|
contact_name = lead.contact_name or lead.email_from and self.pool.get('res.partner')._parse_partner_name(lead.email_from, context=context)[0] or False
|
|
if lead.partner_name:
|
|
partner_company_id = self._lead_create_contact(cr, uid, lead, lead.partner_name, True, context=context)
|
|
elif lead.partner_id:
|
|
partner_company_id = lead.partner_id.id
|
|
else:
|
|
partner_company_id = False
|
|
|
|
if contact_name:
|
|
contact_id = self._lead_create_contact(cr, uid, lead, contact_name, False, partner_company_id, context=context)
|
|
|
|
partner_id = contact_id or partner_company_id or self._lead_create_contact(cr, uid, lead, lead.name, False, context=context)
|
|
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}
|
|
"""
|
|
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
|
|
if action == 'create':
|
|
partner_id = self._create_lead_partner(cr, uid, lead, context)
|
|
self.pool['res.partner'].write(cr, uid, partner_id, {'team_id': lead.team_id and lead.team_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['team_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 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_team_id': lead.team_id and lead.team_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('team_id') and not context.get('default_team_id'):
|
|
context['default_team_id'] = vals.get('team_id')
|
|
if vals.get('user_id') and 'date_open' not in vals:
|
|
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') and 'date_open' not in vals:
|
|
vals['date_open'] = fields.datetime.now()
|
|
# stage change with new stage: update probability and date_closed
|
|
if vals.get('stage_id') and 'probability' not in vals:
|
|
onchange_stage_values = self.onchange_stage_id(cr, uid, ids, vals.get('stage_id'), context=context)['value']
|
|
vals.update(onchange_stage_values)
|
|
if vals.get('probability') >= 100 or not vals.get('active', True):
|
|
vals['date_closed'] = fields.datetime.now()
|
|
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_team_id', lead.team_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.team'
|
|
context['empty_list_help_id'] = context.get('default_team_id', None)
|
|
context['empty_list_help_document_name'] = _("opportunities")
|
|
if help:
|
|
alias_record = self.pool['ir.model.data'].xmlid_to_object(cr, uid, "crm.mail_alias_lead_info")
|
|
if alias_record and alias_record.alias_domain and alias_record.alias_name:
|
|
dynamic_help = '<p>%s</p>' % _("""All email incoming to %(link)s will automatically create new opportunity.
|
|
Update your business card, phone book, social media,... Send an email right now and see it here.""") % {
|
|
'link': "<a href='mailto:%s'>%s</a>" % (alias_record.alias_name, alias_record.alias_domain)
|
|
}
|
|
return '<p class="oe_view_nocontent_create">%s</p>%s%s' % (
|
|
_('Click to add a new opportunity'),
|
|
help,
|
|
dynamic_help)
|
|
return super(crm_lead, self).get_empty_list_help(cr, uid, help, context=context)
|
|
|
|
# ----------------------------------------
|
|
# Mail Gateway
|
|
# ----------------------------------------
|
|
|
|
def _track_subtype(self, cr, uid, ids, init_values, context=None):
|
|
record = self.browse(cr, uid, ids[0], context=context)
|
|
if 'stage_id' in init_values and record.probability == 100 and record.stage_id and record.stage_id.on_change:
|
|
return 'crm.mt_lead_won'
|
|
elif 'active' in init_values and record.probability == 0 and not record.active:
|
|
return 'crm.mt_lead_lost'
|
|
elif 'stage_id' in init_values and record.stage_id and record.stage_id.sequence <= 1:
|
|
return 'crm.mt_lead_create'
|
|
elif 'stage_id' in init_values:
|
|
return 'crm.mt_lead_stage'
|
|
return super(crm_lead, self)._track_subtype(cr, uid, ids, init_values, context=context)
|
|
|
|
def _notification_group_recipients(self, cr, uid, ids, message, recipients, done_ids, group_data, context=None):
|
|
""" Override the mail.thread method to handle salesman recipients.
|
|
Indeed those will have specific action in their notification emails. """
|
|
group_sale_salesman = self.pool['ir.model.data'].xmlid_to_res_id(cr, uid, 'base.group_sale_salesman')
|
|
for recipient in recipients:
|
|
if recipient.id in done_ids:
|
|
continue
|
|
if recipient.user_ids and group_sale_salesman in recipient.user_ids[0].groups_id.ids:
|
|
group_data['group_sale_salesman'] |= recipient
|
|
done_ids.add(recipient.id)
|
|
return super(crm_lead, self)._notification_group_recipients(cr, uid, ids, message, recipients, done_ids, group_data, context=context)
|
|
|
|
def _notification_get_recipient_groups(self, cr, uid, ids, message, recipients, context=None):
|
|
res = super(crm_lead, self)._notification_get_recipient_groups(cr, uid, ids, message, recipients, context=context)
|
|
|
|
won_action = self._notification_link_helper(cr, uid, ids, 'method', context=context, method='case_mark_won')
|
|
lost_action = self._notification_link_helper(cr, uid, ids, 'method', context=context, method='case_mark_lost')
|
|
convert_action = self._notification_link_helper(cr, uid, ids, 'method', context=context, method='convert_opportunity')
|
|
|
|
lead = self.browse(cr, uid, ids[0], context=context)
|
|
if lead.type == 'lead':
|
|
res['group_sale_salesman'] = {
|
|
'actions': [{'url': convert_action, 'title': 'Convert to opportunity'}]
|
|
}
|
|
else:
|
|
res['group_sale_salesman'] = {
|
|
'actions': [
|
|
{'url': won_action, 'title': 'Won'},
|
|
{'url': lost_action, 'title': 'Lost'}]
|
|
}
|
|
return res
|
|
|
|
@api.cr_uid_context
|
|
def message_get_reply_to(self, cr, uid, ids, default=None, context=None):
|
|
""" Override to get the reply_to of the parent project. """
|
|
leads = self.browse(cr, SUPERUSER_ID, ids, context=context)
|
|
team_ids = set([lead.team_id.id for lead in leads if lead.team_id])
|
|
aliases = self.pool['crm.team'].message_get_reply_to(cr, uid, list(team_ids), default=default, context=context)
|
|
return dict((lead.id, aliases.get(lead.team_id and lead.team_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:
|
|
lead._message_add_suggested_recipient(recipients, partner=lead.partner_id, reason=_('Customer'))
|
|
elif lead.email_from:
|
|
lead._message_add_suggested_recipient(recipients, email=lead.email_from, reason=_('Customer Email'))
|
|
except AccessError: # 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_stage.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_stage.AVAILABLE_PRIORITIES):
|
|
update_vals['priority'] = msg.get('priority')
|
|
maps = {
|
|
'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)
|
|
|
|
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 = "<time datetime='%s+00:00'>%s</time>" % (meeting_date, meeting_usertime)
|
|
message = _("Meeting scheduled at '%s'<br> Subject: %s <br> 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, ids, emails, link_mail=False, context=None):
|
|
res = super(crm_lead, self).message_partner_info_from_emails(cr, uid, ids, emails, link_mail=link_mail, context=context)
|
|
lead = self.browse(cr, uid, ids[0], 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
|
|
|
|
def retrieve_sales_dashboard(self, cr, uid, context=None):
|
|
|
|
res = {
|
|
'meeting': {
|
|
'today': 0,
|
|
'next_7_days': 0,
|
|
},
|
|
'activity': {
|
|
'today': 0,
|
|
'overdue': 0,
|
|
'next_7_days': 0,
|
|
},
|
|
'closing': {
|
|
'today': 0,
|
|
'overdue': 0,
|
|
'next_7_days': 0,
|
|
},
|
|
'done': {
|
|
'this_month': 0,
|
|
'last_month': 0,
|
|
},
|
|
'won': {
|
|
'this_month': 0,
|
|
'last_month': 0,
|
|
},
|
|
'nb_opportunities': 0,
|
|
}
|
|
|
|
opportunities = self.search_read(
|
|
cr, uid,
|
|
[('type', '=', 'opportunity'), ('user_id', '=', uid)],
|
|
['date_deadline', 'next_activity_id', 'date_action', 'date_closed', 'planned_revenue'], context=context)
|
|
|
|
for opp in opportunities:
|
|
|
|
# Expected closing
|
|
if opp['date_deadline']:
|
|
date_deadline = datetime.strptime(opp['date_deadline'], tools.DEFAULT_SERVER_DATE_FORMAT).date()
|
|
|
|
if date_deadline == date.today():
|
|
res['closing']['today'] += 1
|
|
if date_deadline >= date.today() and date_deadline <= date.today() + timedelta(days=7):
|
|
res['closing']['next_7_days'] += 1
|
|
if date_deadline < date.today():
|
|
res['closing']['overdue'] += 1
|
|
|
|
# Next activities
|
|
if opp['next_activity_id'] and opp['date_action']:
|
|
date_action = datetime.strptime(opp['date_action'], tools.DEFAULT_SERVER_DATE_FORMAT).date()
|
|
|
|
if date_action == date.today():
|
|
res['activity']['today'] += 1
|
|
if date_action >= date.today() and date_action <= date.today() + timedelta(days=7):
|
|
res['activity']['next_7_days'] += 1
|
|
if date_action < date.today():
|
|
res['activity']['overdue'] += 1
|
|
|
|
# Won in Opportunities
|
|
if opp['date_closed']:
|
|
date_closed = datetime.strptime(opp['date_closed'], tools.DEFAULT_SERVER_DATETIME_FORMAT).date()
|
|
|
|
if date_closed <= date.today() and date_closed >= date.today().replace(day=1):
|
|
if opp['planned_revenue']:
|
|
res['won']['this_month'] += opp['planned_revenue']
|
|
elif date_closed < date.today().replace(day=1) and date_closed >= date.today().replace(day=1) - relativedelta(months=+1):
|
|
if opp['planned_revenue']:
|
|
res['won']['last_month'] += opp['planned_revenue']
|
|
|
|
# crm.activity is a very messy model so we need to do that in order to retrieve the actions done.
|
|
cr.execute("""
|
|
SELECT
|
|
m.id,
|
|
m.subtype_id,
|
|
m.date,
|
|
l.user_id,
|
|
l.type
|
|
FROM
|
|
"mail_message" m
|
|
LEFT JOIN
|
|
"crm_lead" l
|
|
ON
|
|
(m.res_id = l.id)
|
|
INNER JOIN
|
|
"crm_activity" a
|
|
ON
|
|
(m.subtype_id = a.subtype_id)
|
|
WHERE
|
|
(m.model = 'crm.lead') AND (l.user_id = %s) AND (l.type = 'opportunity')
|
|
""", (uid,))
|
|
activites_done = cr.dictfetchall()
|
|
|
|
for act in activites_done:
|
|
if act['date']:
|
|
date_act = datetime.strptime(act['date'], tools.DEFAULT_SERVER_DATETIME_FORMAT).date()
|
|
if date_act <= date.today() and date_act >= date.today().replace(day=1):
|
|
res['done']['this_month'] += 1
|
|
elif date_act < date.today().replace(day=1) and date_act >= date.today().replace(day=1) - relativedelta(months=+1):
|
|
res['done']['last_month'] += 1
|
|
|
|
# Meetings
|
|
min_date = datetime.now().strftime(tools.DEFAULT_SERVER_DATETIME_FORMAT)
|
|
max_date = (datetime.now() + timedelta(days=8)).strftime(tools.DEFAULT_SERVER_DATETIME_FORMAT)
|
|
meetings_domain = [
|
|
('start', '>=', min_date),
|
|
('start', '<=', max_date)
|
|
]
|
|
# We need to add 'mymeetings' in the context for the search to be correct.
|
|
meetings = self.pool.get('calendar.event').search_read(cr, uid, meetings_domain, ['start'], context=context.update({'mymeetings': 1}) if context else {'mymeetings': 1})
|
|
for meeting in meetings:
|
|
if meeting['start']:
|
|
start = datetime.strptime(meeting['start'], tools.DEFAULT_SERVER_DATETIME_FORMAT).date()
|
|
|
|
if start == date.today():
|
|
res['meeting']['today'] += 1
|
|
if start >= date.today() and start <= date.today() + timedelta(days=7):
|
|
res['meeting']['next_7_days'] += 1
|
|
|
|
res['nb_opportunities'] = len(opportunities)
|
|
|
|
user = self.pool('res.users').browse(cr, uid, uid, context=context)
|
|
res['done']['target'] = user.target_sales_done
|
|
res['won']['target'] = user.target_sales_won
|
|
|
|
res['currency_id'] = user.company_id.currency_id.id
|
|
|
|
return res
|
|
|
|
def modify_target_sales_dashboard(self, cr, uid, target_name, target_value, context=None):
|
|
|
|
if target_name in ['won', 'done', 'invoiced']:
|
|
# bypass rights (with superuser_id)
|
|
self.pool('res.users').write(cr, SUPERUSER_ID, [uid], {'target_sales_' + target_name: target_value}, context=context)
|
|
else:
|
|
raise UserError(_('This target does not exist.'))
|
|
|
|
|
|
class crm_lead_tag(osv.Model):
|
|
_name = "crm.lead.tag"
|
|
_description = "Category of lead"
|
|
_columns = {
|
|
'name': fields.char('Name', required=True),
|
|
'color': fields.integer('Color Index'),
|
|
'team_id': fields.many2one('crm.team', 'Sales Team'),
|
|
}
|
|
_sql_constraints = [
|
|
('name_uniq', 'unique (name)', "Tag name already exists !"),
|
|
]
|
|
|
|
|
|
class crm_lost_reason(osv.Model):
|
|
_name = "crm.lost.reason"
|
|
_description = 'Reason for loosing leads'
|
|
|
|
_columns = {
|
|
'name': fields.char('Name', required=True),
|
|
'active': fields.boolean('Active'),
|
|
}
|
|
|
|
_defaults = {
|
|
'active': True,
|
|
}
|