1238 lines
55 KiB
Python
1238 lines
55 KiB
Python
# -*- coding: utf-8 -*-
|
|
# Part of Odoo, Flectra. See LICENSE file for full copyright and licensing details.
|
|
|
|
import logging
|
|
from datetime import datetime, timedelta, date
|
|
from dateutil.relativedelta import relativedelta
|
|
|
|
from flectra import api, fields, models, tools, SUPERUSER_ID
|
|
from flectra.tools.translate import _
|
|
from flectra.tools import email_re, email_split
|
|
from flectra.exceptions import UserError, AccessError
|
|
|
|
from . import crm_stage
|
|
|
|
_logger = logging.getLogger(__name__)
|
|
|
|
CRM_LEAD_FIELDS_TO_MERGE = [
|
|
'name',
|
|
'partner_id',
|
|
'campaign_id',
|
|
'company_id',
|
|
'country_id',
|
|
'team_id',
|
|
'state_id',
|
|
'stage_id',
|
|
'medium_id',
|
|
'source_id',
|
|
'user_id',
|
|
'title',
|
|
'city',
|
|
'contact_name',
|
|
'description',
|
|
'mobile',
|
|
'partner_name',
|
|
'phone',
|
|
'probability',
|
|
'planned_revenue',
|
|
'street',
|
|
'street2',
|
|
'zip',
|
|
'create_date',
|
|
'date_action_last',
|
|
'email_from',
|
|
'email_cc',
|
|
'website',
|
|
'partner_name']
|
|
|
|
|
|
class Lead(models.Model):
|
|
_name = "crm.lead"
|
|
_description = "Lead/Opportunity"
|
|
_order = "priority desc,activity_date_deadline,id desc"
|
|
_inherit = ['mail.thread', 'mail.activity.mixin', 'utm.mixin', 'format.address.mixin', 'ir.branch.company.mixin']
|
|
|
|
def _default_probability(self):
|
|
stage_id = self._default_stage_id()
|
|
if stage_id:
|
|
return self.env['crm.stage'].browse(stage_id).probability
|
|
return 10
|
|
|
|
def _default_stage_id(self):
|
|
team = self.env['crm.team'].sudo()._get_default_team_id(user_id=self.env.uid)
|
|
return self._stage_find(team_id=team.id, domain=[('fold', '=', False)]).id
|
|
|
|
name = fields.Char('Opportunity', required=True, index=True)
|
|
partner_id = fields.Many2one('res.partner', string='Customer', track_visibility='onchange', index=True,
|
|
help="Linked partner (optional). Usually created when converting the lead.")
|
|
active = fields.Boolean('Active', default=True)
|
|
date_action_last = fields.Datetime('Last Action', readonly=True)
|
|
email_from = fields.Char('Email', help="Email address of the contact", index=True)
|
|
website = fields.Char('Website', index=True, help="Website of the contact")
|
|
team_id = fields.Many2one('crm.team', string='Sales Channel', oldname='section_id', default=lambda self: self.env['crm.team'].sudo()._get_default_team_id(user_id=self.env.uid),
|
|
index=True, track_visibility='onchange', help='When sending mails, the default email address is taken from the sales channel.')
|
|
kanban_state = fields.Selection([('grey', 'No next activity planned'), ('red', 'Next activity late'), ('green', 'Next activity is planned')],
|
|
string='Activity State', compute='_compute_kanban_state')
|
|
email_cc = fields.Text('Global CC', help="These email addresses will be added to the CC field of all inbound and outbound emails for this record before being sent. Separate multiple email addresses with a comma")
|
|
description = fields.Text('Notes')
|
|
create_date = fields.Datetime('Create Date', readonly=True)
|
|
write_date = fields.Datetime('Update Date', readonly=True)
|
|
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')
|
|
partner_name = fields.Char("Customer Name", index=True, help='The name of the future partner company that will be created while converting the lead into opportunity')
|
|
opt_out = fields.Boolean(string='Opt-Out', oldname='optout',
|
|
help="If opt-out is checked, this contact has refused to receive emails for mass mailing and marketing campaign. "
|
|
"Filter 'Available for Mass Mailing' allows users to filter the leads when performing mass mailing.")
|
|
type = fields.Selection([('lead', 'Lead'), ('opportunity', 'Opportunity')], index=True, required=True,
|
|
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', track_visibility='onchange', index=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, track_visibility='onchange', default=lambda self: self.env.user)
|
|
referred = fields.Char('Referred By')
|
|
|
|
date_open = fields.Datetime('Assigned', 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)
|
|
date_conversion = fields.Datetime('Conversion Date', readonly=True)
|
|
|
|
# Messaging and marketing
|
|
message_bounce = fields.Integer('Bounce', help="Counter of the number of bounced emails for this contact", default=0)
|
|
|
|
# Only used for type opportunity
|
|
probability = fields.Float('Probability', group_operator="avg", default=lambda self: self._default_probability())
|
|
planned_revenue = fields.Float('Expected Revenue', track_visibility='always')
|
|
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_name = fields.Char('Partner Contact Name', related='partner_id.name', readonly=True)
|
|
partner_address_email = fields.Char('Partner Contact Email', related='partner_id.email', 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
|
|
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')
|
|
country_id = fields.Many2one('res.country', string='Country')
|
|
phone = fields.Char('Phone')
|
|
mobile = fields.Char('Mobile')
|
|
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.user.company_id.id)
|
|
meeting_count = fields.Integer('# Meetings', compute='_compute_meeting_count')
|
|
lost_reason = fields.Many2one('crm.lost.reason', string='Lost Reason', index=True, track_visibility='onchange')
|
|
|
|
_sql_constraints = [
|
|
('check_probability', 'check(probability >= 0 and probability <= 100)', 'The probability of closing the deal should be between 0% and 100%!')
|
|
]
|
|
|
|
@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)
|
|
|
|
@api.multi
|
|
def _compute_kanban_state(self):
|
|
today = date.today()
|
|
for lead in self:
|
|
kanban_state = 'grey'
|
|
if lead.activity_date_deadline:
|
|
lead_date = fields.Date.from_string(lead.activity_date_deadline)
|
|
if lead_date >= today:
|
|
kanban_state = 'green'
|
|
else:
|
|
kanban_state = 'red'
|
|
lead.kanban_state = kanban_state
|
|
|
|
@api.depends('date_open')
|
|
def _compute_day_open(self):
|
|
""" Compute difference between create date and open date """
|
|
for lead in self.filtered(lambda l: l.date_open):
|
|
date_create = fields.Datetime.from_string(lead.create_date)
|
|
date_open = fields.Datetime.from_string(lead.date_open)
|
|
lead.day_open = abs((date_open - date_create).days)
|
|
|
|
@api.depends('date_closed')
|
|
def _compute_day_close(self):
|
|
""" Compute difference between current date and log date """
|
|
for lead in self.filtered(lambda l: l.date_closed):
|
|
date_create = fields.Datetime.from_string(lead.create_date)
|
|
date_close = fields.Datetime.from_string(lead.date_closed)
|
|
lead.day_close = abs((date_close - date_create).days)
|
|
|
|
@api.multi
|
|
def _compute_meeting_count(self):
|
|
meeting_data = self.env['calendar.event'].read_group([('opportunity_id', 'in', self.ids)], ['opportunity_id'], ['opportunity_id'])
|
|
mapped_data = {m['opportunity_id'][0]: m['opportunity_id_count'] for m in meeting_data}
|
|
for lead in self:
|
|
lead.meeting_count = mapped_data.get(lead.id, 0)
|
|
|
|
@api.model
|
|
def _onchange_stage_id_values(self, stage_id):
|
|
""" returns the new values when stage_id has changed """
|
|
if not stage_id:
|
|
return {}
|
|
stage = self.env['crm.stage'].browse(stage_id)
|
|
if stage.on_change:
|
|
return {'probability': stage.probability}
|
|
return {}
|
|
|
|
@api.onchange('stage_id')
|
|
def _onchange_stage_id(self):
|
|
values = self._onchange_stage_id_values(self.stage_id.id)
|
|
self.update(values)
|
|
|
|
def _onchange_partner_id_values(self, partner_id):
|
|
""" returns the new values when partner_id has changed """
|
|
if partner_id:
|
|
partner = self.env['res.partner'].browse(partner_id)
|
|
|
|
partner_name = partner.parent_id.name
|
|
if not partner_name and partner.is_company:
|
|
partner_name = partner.name
|
|
|
|
return {
|
|
'partner_name': partner_name,
|
|
'contact_name': partner.name if not partner.is_company else False,
|
|
'title': partner.title.id,
|
|
'street': partner.street,
|
|
'street2': partner.street2,
|
|
'city': partner.city,
|
|
'state_id': partner.state_id.id,
|
|
'country_id': partner.country_id.id,
|
|
'email_from': partner.email,
|
|
'phone': partner.phone,
|
|
'mobile': partner.mobile,
|
|
'zip': partner.zip,
|
|
'function': partner.function,
|
|
'website': partner.website,
|
|
}
|
|
return {}
|
|
|
|
@api.onchange('partner_id')
|
|
def _onchange_partner_id(self):
|
|
values = self._onchange_partner_id_values(self.partner_id.id if self.partner_id else False)
|
|
self.update(values)
|
|
|
|
@api.model
|
|
def _onchange_user_values(self, user_id):
|
|
""" returns new values when user_id has changed """
|
|
if user_id and self._context.get('team_id'):
|
|
team = self.env['crm.team'].browse(self._context['team_id'])
|
|
if user_id in team.member_ids.ids:
|
|
return {}
|
|
team_id = self.env['crm.team']._get_default_team_id(user_id=user_id)
|
|
return {'team_id': team_id}
|
|
|
|
@api.onchange('user_id')
|
|
def _onchange_user_id(self):
|
|
""" When changing the user, also set a team_id or restrict team id to the ones user_id is member of. """
|
|
values = self._onchange_user_values(self.user_id.id)
|
|
self.update(values)
|
|
|
|
@api.constrains('user_id')
|
|
@api.multi
|
|
def _valid_team(self):
|
|
for lead in self:
|
|
if lead.user_id:
|
|
values = lead.with_context(team_id=lead.team_id.id)._onchange_user_values(lead.user_id.id)
|
|
if values:
|
|
lead.update(values)
|
|
|
|
@api.onchange('state_id')
|
|
def _onchange_state(self):
|
|
if self.state_id:
|
|
self.country_id = self.state_id.country_id.id
|
|
|
|
# ----------------------------------------
|
|
# ORM override (CRUD, fields_view_get, ...)
|
|
# ----------------------------------------
|
|
|
|
@api.model
|
|
def name_create(self, name):
|
|
res = super(Lead, self).name_create(name)
|
|
|
|
# update the probability of the lead if the stage is set to update it automatically
|
|
self.browse(res[0])._onchange_stage_id()
|
|
return res
|
|
|
|
@api.model
|
|
def create(self, vals):
|
|
# set up context used to find the lead's sales channel which is needed
|
|
# to correctly set the default stage_id
|
|
context = dict(self._context or {})
|
|
if vals.get('type') and not self._context.get('default_type'):
|
|
context['default_type'] = vals.get('type')
|
|
if vals.get('team_id') and not self._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()
|
|
|
|
if context.get('default_partner_id') and not vals.get('email_from'):
|
|
partner = self.env['res.partner'].browse(context['default_partner_id'])
|
|
vals['email_from'] = partner.email
|
|
|
|
# context: no_log, because subtype already handle this
|
|
return super(Lead, self.with_context(context, mail_create_nolog=True)).create(vals)
|
|
|
|
@api.multi
|
|
def write(self, vals):
|
|
# 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:
|
|
vals.update(self._onchange_stage_id_values(vals.get('stage_id')))
|
|
if vals.get('probability', 0) >= 100 or not vals.get('active', True):
|
|
vals['date_closed'] = fields.Datetime.now()
|
|
elif 'probability' in vals:
|
|
vals['date_closed'] = False
|
|
return super(Lead, self).write(vals)
|
|
|
|
@api.multi
|
|
def copy(self, default=None):
|
|
self.ensure_one()
|
|
# set default value in context, if not already set (Put stage to 'new' stage)
|
|
context = dict(self._context)
|
|
context.setdefault('default_type', self.type)
|
|
context.setdefault('default_team_id', self.team_id.id)
|
|
# Set date_open to today if it is an opp
|
|
default = default or {}
|
|
default['date_open'] = fields.Datetime.now() if self.type == 'opportunity' else False
|
|
# Do not assign to an archived user
|
|
if not self.user_id.active:
|
|
default['user_id'] = False
|
|
return super(Lead, self.with_context(context)).copy(default=default)
|
|
|
|
@api.model
|
|
def _fields_view_get(self, view_id=None, view_type='form', toolbar=False, submenu=False):
|
|
if self._context.get('opportunity_id'):
|
|
opportunity = self.browse(self._context['opportunity_id'])
|
|
action = opportunity.get_formview_action()
|
|
if action.get('views') and any(view_id for view_id in action['views'] if view_id[1] == view_type):
|
|
view_id = next(view_id[0] for view_id in action['views'] if view_id[1] == view_type)
|
|
res = super(Lead, self)._fields_view_get(view_id=view_id, view_type=view_type, toolbar=toolbar, submenu=submenu)
|
|
if view_type == 'form':
|
|
res['arch'] = self._fields_view_get_address(res['arch'])
|
|
return res
|
|
|
|
# ----------------------------------------
|
|
# Actions Methods
|
|
# ----------------------------------------
|
|
|
|
@api.multi
|
|
def action_set_lost(self):
|
|
""" Lost semantic: probability = 0, active = False """
|
|
return self.write({'probability': 0, 'active': False})
|
|
|
|
@api.multi
|
|
def action_set_active(self):
|
|
return self.write({'active': True})
|
|
|
|
@api.multi
|
|
def action_set_unactive(self):
|
|
return self.write({'active': False})
|
|
|
|
@api.multi
|
|
def action_set_won(self):
|
|
""" Won semantic: probability = 100 (active untouched) """
|
|
for lead in self:
|
|
stage_id = lead._stage_find(domain=[('probability', '=', 100.0), ('on_change', '=', True)])
|
|
lead.write({'stage_id': stage_id.id, 'probability': 100})
|
|
if lead.user_id and lead.team_id and lead.planned_revenue:
|
|
query = """
|
|
SELECT
|
|
SUM(CASE WHEN user_id = %(user_id)s THEN 1 ELSE 0 END) as total_won,
|
|
MAX(CASE WHEN date_closed >= CURRENT_DATE - INTERVAL '30 days' AND user_id = %(user_id)s THEN planned_revenue ELSE 0 END) as max_user_30,
|
|
MAX(CASE WHEN date_closed >= CURRENT_DATE - INTERVAL '7 days' AND user_id = %(user_id)s THEN planned_revenue ELSE 0 END) as max_user_7,
|
|
MAX(CASE WHEN date_closed >= CURRENT_DATE - INTERVAL '30 days' AND team_id = %(team_id)s THEN planned_revenue ELSE 0 END) as max_team_30,
|
|
MAX(CASE WHEN date_closed >= CURRENT_DATE - INTERVAL '7 days' AND team_id = %(team_id)s THEN planned_revenue ELSE 0 END) as max_team_7
|
|
FROM crm_lead
|
|
WHERE
|
|
type = 'opportunity'
|
|
AND
|
|
active = True
|
|
AND
|
|
probability = 100
|
|
AND
|
|
DATE_TRUNC('year', date_closed) = DATE_TRUNC('year', CURRENT_DATE)
|
|
AND
|
|
(user_id = %(user_id)s OR team_id = %(team_id)s)
|
|
"""
|
|
lead.env.cr.execute(query, {'user_id': lead.user_id.id,
|
|
'team_id': lead.team_id.id})
|
|
query_result = self.env.cr.dictfetchone()
|
|
|
|
message = False
|
|
if query_result['total_won'] == 1:
|
|
message = _('Go, go, go! Congrats for your first deal.')
|
|
elif query_result['max_team_30'] == lead.planned_revenue:
|
|
message = _('Boom! Team record for the past 30 days.')
|
|
elif query_result['max_team_7'] == lead.planned_revenue:
|
|
message = _('Yeah! Deal of the last 7 days for the team.')
|
|
elif query_result['max_user_30'] == lead.planned_revenue:
|
|
message = _('You just beat your personal record for the past 30 days.')
|
|
elif query_result['max_user_7'] == lead.planned_revenue:
|
|
message = _('You just beat your personal record for the past 7 days.')
|
|
|
|
if message:
|
|
return {
|
|
'effect': {
|
|
'fadeout': 'slow',
|
|
'message': message,
|
|
'img_url': '/web/image/%s/%s/image' % (lead.team_id.user_id._name, lead.team_id.user_id.id) if lead.team_id.user_id.image else '/web/static/src/img/smile.svg',
|
|
'type': 'rainbow_man',
|
|
}
|
|
}
|
|
return True
|
|
|
|
@api.multi
|
|
def action_schedule_meeting(self):
|
|
""" Open meeting's calendar view to schedule meeting on current opportunity.
|
|
:return dict: dictionary value for created Meeting view
|
|
"""
|
|
self.ensure_one()
|
|
action = self.env.ref('calendar.action_calendar_event').read()[0]
|
|
partner_ids = self.env.user.partner_id.ids
|
|
if self.partner_id:
|
|
partner_ids.append(self.partner_id.id)
|
|
action['context'] = {
|
|
'default_opportunity_id': self.id if self.type == 'opportunity' else False,
|
|
'default_partner_id': self.partner_id.id,
|
|
'default_partner_ids': partner_ids,
|
|
'default_team_id': self.team_id.id,
|
|
'default_name': self.name,
|
|
}
|
|
return action
|
|
|
|
@api.multi
|
|
def close_dialog(self):
|
|
return {'type': 'ir.actions.act_window_close'}
|
|
|
|
@api.multi
|
|
def edit_dialog(self):
|
|
form_view = self.env.ref('crm.crm_case_form_view_oppor')
|
|
return {
|
|
'name': _('Opportunity'),
|
|
'res_model': 'crm.lead',
|
|
'res_id': self.id,
|
|
'views': [(form_view.id, 'form'),],
|
|
'type': 'ir.actions.act_window',
|
|
'target': 'inline'
|
|
}
|
|
|
|
# ----------------------------------------
|
|
# Business Methods
|
|
# ----------------------------------------
|
|
|
|
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)
|
|
|
|
@api.multi
|
|
def _merge_get_result_type(self):
|
|
""" 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
|
|
"""
|
|
if any(record.type == 'opportunity' for record in self):
|
|
return 'opportunity'
|
|
return 'lead'
|
|
|
|
@api.multi
|
|
def _merge_data(self, fields):
|
|
""" 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 fields: list of fields to process
|
|
:return dict data: contains the merged values of the new opportunity
|
|
"""
|
|
# helpers
|
|
def _get_first_not_null(attr, opportunities):
|
|
for opp in opportunities:
|
|
val = opp[attr]
|
|
if val:
|
|
return val
|
|
return False
|
|
|
|
def _get_first_not_null_id(attr, opportunities):
|
|
res = _get_first_not_null(attr, opportunities)
|
|
return res.id if res else False
|
|
|
|
# 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, self) # take the first not null
|
|
elif field.type == 'text':
|
|
data[field_name] = '\n\n'.join(it for it in self.mapped(field_name) if it)
|
|
else:
|
|
data[field_name] = _get_first_not_null(field_name, self)
|
|
|
|
# define the resulting type ('lead' or 'opportunity')
|
|
data['type'] = self._merge_get_result_type()
|
|
return data
|
|
|
|
@api.one
|
|
def _mail_body(self, fields):
|
|
""" generate the message body with the changed values
|
|
:param fields : list of fields to track
|
|
:returns the body of the message for the current crm.lead
|
|
"""
|
|
title = "%s : %s\n" % (_('Merged opportunity') if self.type == 'opportunity' else _('Merged lead'), self.name)
|
|
body = [title]
|
|
fields = self.env['ir.model.fields'].search([('name', 'in', fields or []), ('model_id.model', '=', self._name)])
|
|
for field in fields:
|
|
value = getattr(self, field.name, False)
|
|
if field.ttype == 'selection':
|
|
value = dict(field.get_values(self.env)).get(value, value)
|
|
elif field.ttype == 'many2one':
|
|
if value:
|
|
value = value.sudo().name_get()[0][1]
|
|
elif field.ttype == 'many2many':
|
|
if value:
|
|
value = ','.join(
|
|
val.name_get()[0][1]
|
|
for val in value.sudo()
|
|
)
|
|
body.append("%s: %s" % (field.field_description, value or ''))
|
|
return "<br/>".join(body + ['<br/>'])
|
|
|
|
@api.multi
|
|
def _merge_notify(self, opportunities):
|
|
""" Create a message gathering merged leads/opps informations. Using message_post, send a
|
|
message explaining which fields has been merged and their new value. `self` is the
|
|
resulting merge crm.lead record.
|
|
:param opportunities : recordset of merged crm.lead
|
|
:returns mail.message posted on resulting crm.lead
|
|
"""
|
|
# TODO JEM: mail template should be used instead of fix body, subject text
|
|
self.ensure_one()
|
|
# mail message's subject
|
|
result_type = opportunities._merge_get_result_type()
|
|
merge_message = _('Merged leads') if result_type == 'lead' else _('Merged opportunities')
|
|
subject = merge_message + ": " + ", ".join(opportunities.mapped('name'))
|
|
# message bodies
|
|
message_bodies = opportunities._mail_body(list(CRM_LEAD_FIELDS_TO_MERGE))
|
|
message_body = "\n\n".join(message_bodies)
|
|
return self.message_post(body=message_body, subject=subject)
|
|
|
|
@api.multi
|
|
def _merge_opportunity_history(self, opportunities):
|
|
""" Move mail.message from the given opportunities to the current one. `self` is the
|
|
crm.lead record destination for message of `opportunities`.
|
|
:param opportunities : recordset of crm.lead to move the messages
|
|
"""
|
|
self.ensure_one()
|
|
for opportunity in opportunities:
|
|
for message in opportunity.message_ids:
|
|
message.write({
|
|
'res_id': self.id,
|
|
'subject': _("From %s : %s") % (opportunity.name, message.subject)
|
|
})
|
|
return True
|
|
|
|
@api.multi
|
|
def _merge_opportunity_attachments(self, opportunities):
|
|
""" Move attachments of given opportunities to the current one `self`, and rename
|
|
the attachments having same name than native ones.
|
|
:param opportunities : recordset of merged crm.lead
|
|
"""
|
|
self.ensure_one()
|
|
|
|
# return attachments of opportunity
|
|
def _get_attachments(opportunity_id):
|
|
return self.env['ir.attachment'].search([('res_model', '=', self._name), ('res_id', '=', opportunity_id)])
|
|
|
|
first_attachments = _get_attachments(self.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': self.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
|
|
|
|
@api.multi
|
|
def merge_dependences(self, opportunities):
|
|
""" Merge dependences (messages, attachments, ...). These dependences will be
|
|
transfered to `self`, the most important lead.
|
|
:param opportunities : recordset of opportunities to transfert. Does
|
|
not include `self`.
|
|
"""
|
|
self.ensure_one()
|
|
self._merge_notify(opportunities)
|
|
self._merge_opportunity_history(opportunities)
|
|
self._merge_opportunity_attachments(opportunities)
|
|
|
|
@api.multi
|
|
def merge_opportunity(self, user_id=False, team_id=False):
|
|
""" Merge opportunities in one. Different cases of merge:
|
|
- merge leads together = 1 new lead
|
|
- merge at least 1 opp with anything else (lead or opp) = 1 new opp
|
|
The resulting lead/opportunity will be the most important one (based on its confidence level)
|
|
updated with values from other opportunities to merge.
|
|
:param user_id : the id of the saleperson. If not given, will be determined by `_merge_data`.
|
|
:param team : the id of the sales channel. If not given, will be determined by `_merge_data`.
|
|
:return crm.lead record resulting of th merge
|
|
"""
|
|
if len(self.ids) <= 1:
|
|
raise UserError(_('Please select more than one element (lead or opportunity) from the list view.'))
|
|
|
|
# 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
|
|
def opps_key(opportunity):
|
|
sequence = -1
|
|
if opportunity.stage_id.on_change:
|
|
sequence = opportunity.stage_id.sequence
|
|
return (sequence != -1 and opportunity.type == 'opportunity'), sequence, -opportunity.id
|
|
opportunities = self.sorted(key=opps_key, reverse=True)
|
|
|
|
# get SORTED recordset of head and tail, and complete list
|
|
opportunities_head = opportunities[0]
|
|
opportunities_tail = opportunities[1:]
|
|
|
|
# merge all the sorted opportunity. This means the value of
|
|
# the first (head opp) will be a priority.
|
|
merged_data = opportunities._merge_data(list(CRM_LEAD_FIELDS_TO_MERGE))
|
|
|
|
# force value for saleperson and sales channel
|
|
if user_id:
|
|
merged_data['user_id'] = user_id
|
|
if team_id:
|
|
merged_data['team_id'] = team_id
|
|
|
|
# merge other data (mail.message, attachments, ...) from tail into head
|
|
opportunities_head.merge_dependences(opportunities_tail)
|
|
|
|
# check if the stage is in the stages of the sales channel. If not, assign the stage with the lowest sequence
|
|
if merged_data.get('team_id'):
|
|
team_stage_ids = self.env['crm.stage'].search(['|', ('team_id', '=', merged_data['team_id']), ('team_id', '=', False)], order='sequence')
|
|
if merged_data.get('stage_id') not in team_stage_ids.ids:
|
|
merged_data['stage_id'] = team_stage_ids[0].id if team_stage_ids else False
|
|
|
|
# write merged data into first opportunity
|
|
opportunities_head.write(merged_data)
|
|
|
|
# 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
|
|
opportunities_tail.sudo().unlink()
|
|
|
|
return opportunities_head
|
|
|
|
@api.multi
|
|
def get_duplicated_leads(self, partner_id, include_lost=False):
|
|
""" Search for opportunities that have the same partner and that arent done or cancelled
|
|
:param partner_id : partner to search
|
|
"""
|
|
self.ensure_one()
|
|
email = self.partner_id.email or self.email_from
|
|
return self._get_duplicated_leads_by_emails(partner_id, email, include_lost=include_lost)
|
|
|
|
@api.model
|
|
def _get_duplicated_leads_by_emails(self, partner_id, email, include_lost=False):
|
|
""" 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)]
|
|
else:
|
|
domain += ['|', '&', ('type', '=', 'lead'), ('active', '=', True), ('type', '=', 'opportunity')]
|
|
return self.search(domain)
|
|
|
|
@api.multi
|
|
def _convert_opportunity_data(self, customer, team_id=False):
|
|
""" Extract the data from a lead to create the opportunity
|
|
:param customer : res.partner record
|
|
:param team_id : identifier of the sales channel to determine the stage
|
|
"""
|
|
if not team_id:
|
|
team_id = self.team_id.id if self.team_id else False
|
|
value = {
|
|
'planned_revenue': self.planned_revenue,
|
|
'probability': self.probability,
|
|
'name': self.name,
|
|
'partner_id': customer.id if customer else False,
|
|
'type': 'opportunity',
|
|
'date_open': fields.Datetime.now(),
|
|
'email_from': customer and customer.email or self.email_from,
|
|
'phone': customer and customer.phone or self.phone,
|
|
'date_conversion': fields.Datetime.now(),
|
|
}
|
|
if not self.stage_id:
|
|
stage = self._stage_find(team_id=team_id)
|
|
value['stage_id'] = stage.id
|
|
if stage:
|
|
value['probability'] = stage.probability
|
|
return value
|
|
|
|
@api.multi
|
|
def convert_opportunity(self, partner_id, user_ids=False, team_id=False):
|
|
customer = False
|
|
if partner_id:
|
|
customer = self.env['res.partner'].browse(partner_id)
|
|
for lead in self:
|
|
if not lead.active or lead.probability == 100:
|
|
continue
|
|
vals = lead._convert_opportunity_data(customer, team_id)
|
|
lead.write(vals)
|
|
|
|
if user_ids or team_id:
|
|
self.allocate_salesman(user_ids, team_id)
|
|
|
|
return True
|
|
|
|
@api.multi
|
|
def _create_lead_partner_data(self, name, is_company, parent_id=False):
|
|
""" extract data from lead to create a partner
|
|
:param name : furtur name of the partner
|
|
:param is_company : True if the partner is a company
|
|
:param parent_id : id of the parent partner (False if no parent)
|
|
:returns res.partner record
|
|
"""
|
|
email_split = tools.email_split(self.email_from)
|
|
return {
|
|
'name': name,
|
|
'user_id': self.env.context.get('default_user_id') or self.user_id.id,
|
|
'comment': self.description,
|
|
'team_id': self.team_id.id,
|
|
'parent_id': parent_id,
|
|
'phone': self.phone,
|
|
'mobile': self.mobile,
|
|
'email': email_split[0] if email_split else False,
|
|
'title': self.title.id,
|
|
'function': self.function,
|
|
'street': self.street,
|
|
'street2': self.street2,
|
|
'zip': self.zip,
|
|
'city': self.city,
|
|
'country_id': self.country_id.id,
|
|
'state_id': self.state_id.id,
|
|
'website': self.website,
|
|
'is_company': is_company,
|
|
'type': 'contact'
|
|
}
|
|
|
|
@api.multi
|
|
def _create_lead_partner(self):
|
|
""" Create a partner from lead data
|
|
:returns res.partner record
|
|
"""
|
|
Partner = self.env['res.partner']
|
|
contact_name = self.contact_name
|
|
if not contact_name:
|
|
contact_name = Partner._parse_partner_name(self.email_from)[0] if self.email_from else False
|
|
|
|
if self.partner_name:
|
|
partner_company = Partner.create(self._create_lead_partner_data(self.partner_name, True))
|
|
elif self.partner_id:
|
|
partner_company = self.partner_id
|
|
else:
|
|
partner_company = None
|
|
|
|
if contact_name:
|
|
return Partner.create(self._create_lead_partner_data(contact_name, False, partner_company.id if partner_company else False))
|
|
|
|
if partner_company:
|
|
return partner_company
|
|
return Partner.create(self._create_lead_partner_data(self.name, False))
|
|
|
|
@api.multi
|
|
def handle_partner_assignation(self, action='create', partner_id=False):
|
|
""" 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:
|
|
if lead.partner_id:
|
|
partner_ids[lead.id] = lead.partner_id.id
|
|
continue
|
|
if action == 'create':
|
|
partner = lead._create_lead_partner()
|
|
partner_id = partner.id
|
|
partner.team_id = lead.team_id
|
|
if partner_id:
|
|
lead.partner_id = partner_id
|
|
partner_ids[lead.id] = partner_id
|
|
return partner_ids
|
|
|
|
@api.multi
|
|
def allocate_salesman(self, user_ids=None, team_id=False):
|
|
""" 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 in self:
|
|
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:
|
|
lead.write(value)
|
|
return True
|
|
|
|
@api.multi
|
|
def redirect_opportunity_view(self):
|
|
self.ensure_one()
|
|
# Get opportunity views
|
|
form_view = self.env.ref('crm.crm_case_form_view_oppor')
|
|
tree_view = self.env.ref('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': self.id,
|
|
'view_id': False,
|
|
'views': [
|
|
(form_view.id, 'form'),
|
|
(tree_view.id, 'tree'),
|
|
(False, 'kanban'),
|
|
(False, 'calendar'),
|
|
(False, 'graph')
|
|
],
|
|
'type': 'ir.actions.act_window',
|
|
'context': {'default_type': 'opportunity'}
|
|
}
|
|
|
|
@api.multi
|
|
def redirect_lead_view(self):
|
|
self.ensure_one()
|
|
# Get lead views
|
|
form_view = self.env.ref('crm.crm_case_form_view_leads')
|
|
tree_view = self.env.ref('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': self.id,
|
|
'view_id': False,
|
|
'views': [
|
|
(form_view.id, 'form'),
|
|
(tree_view.id, 'tree'),
|
|
(False, 'calendar'),
|
|
(False, 'graph')
|
|
],
|
|
'type': 'ir.actions.act_window',
|
|
}
|
|
|
|
@api.model
|
|
def get_empty_list_help(self, help):
|
|
if help:
|
|
alias_record = self.env.ref("crm.mail_alias_lead_info", raise_if_not_found=False)
|
|
if alias_record and alias_record.alias_domain and alias_record.alias_name:
|
|
email = '%s@%s' % (alias_record.alias_name, alias_record.alias_domain)
|
|
email_link = "<a href='mailto:%s'>%s</a>" % (email, email)
|
|
dynamic_help = _("""All email incoming to %s will automatically
|
|
create new opportunity. Update your business card, phone book, social media,...
|
|
Send an email right now and see it here.""") % (email_link,)
|
|
return '<p class="oe_view_nocontent_create">%s</p>%s<p>%s</p>' % (_('Click to add a new opportunity'), help, dynamic_help)
|
|
return super(Lead, self.with_context(
|
|
empty_list_help_model='crm.team',
|
|
empty_list_help_id=self._context.get('default_team_id', False),
|
|
empty_list_help_document_name=_("opportunities"),
|
|
)).get_empty_list_help(help)
|
|
|
|
@api.multi
|
|
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 = "<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(body=message)
|
|
|
|
# ----------------------------------------
|
|
# Sales Channel Dashboard
|
|
# ----------------------------------------
|
|
|
|
@api.model
|
|
def retrieve_sales_dashboard(self):
|
|
""" Fetch data to setup Sales Dashboard """
|
|
result = {
|
|
'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,
|
|
}
|
|
|
|
today = fields.Date.from_string(fields.Date.context_today(self))
|
|
|
|
opportunities = self.search([('type', '=', 'opportunity'), ('user_id', '=', self._uid)])
|
|
|
|
for opp in opportunities:
|
|
# Expected closing
|
|
if opp.activity_date_deadline:
|
|
if opp.date_deadline:
|
|
date_deadline = fields.Date.from_string(opp.date_deadline)
|
|
if date_deadline == today:
|
|
result['closing']['today'] += 1
|
|
if today <= date_deadline <= today + timedelta(days=7):
|
|
result['closing']['next_7_days'] += 1
|
|
if date_deadline < today and not opp.date_closed:
|
|
result['closing']['overdue'] += 1
|
|
# Next activities
|
|
for activity in opp.activity_ids:
|
|
date_deadline = fields.Date.from_string(activity.date_deadline)
|
|
if date_deadline == today:
|
|
result['activity']['today'] += 1
|
|
if today <= date_deadline <= today + timedelta(days=7):
|
|
result['activity']['next_7_days'] += 1
|
|
if date_deadline < today:
|
|
result['activity']['overdue'] += 1
|
|
# Won in Opportunities
|
|
if opp.date_closed and opp.stage_id.probability == 100:
|
|
date_closed = fields.Date.from_string(opp.date_closed)
|
|
if today.replace(day=1) <= date_closed <= today:
|
|
if opp.planned_revenue:
|
|
result['won']['this_month'] += opp.planned_revenue
|
|
elif today + relativedelta(months=-1, day=1) <= date_closed < today.replace(day=1):
|
|
if opp.planned_revenue:
|
|
result['won']['last_month'] += opp.planned_revenue
|
|
|
|
result['nb_opportunities'] = len(opportunities)
|
|
|
|
# crm.activity is a very messy model so we need to do that in order to retrieve the actions done.
|
|
self._cr.execute("""
|
|
SELECT
|
|
mail_message.id,
|
|
mail_message.subtype_id,
|
|
mail_message.mail_activity_type_id,
|
|
mail_message.date,
|
|
crm_lead.user_id,
|
|
crm_lead.type
|
|
FROM mail_message
|
|
LEFT JOIN crm_lead ON (mail_message.res_id = crm_lead.id)
|
|
INNER JOIN mail_activity_type activity_type ON (mail_message.mail_activity_type_id = activity_type.id)
|
|
WHERE
|
|
(mail_message.model = 'crm.lead') AND (crm_lead.user_id = %s) AND (crm_lead.type = 'opportunity')
|
|
""", (self._uid,))
|
|
activites_done = self._cr.dictfetchall()
|
|
for activity in activites_done:
|
|
if activity['date']:
|
|
date_act = fields.Date.from_string(activity['date'])
|
|
if today.replace(day=1) <= date_act <= today:
|
|
result['done']['this_month'] += 1
|
|
elif today + relativedelta(months=-1, day=1) <= date_act < today.replace(day=1):
|
|
result['done']['last_month'] += 1
|
|
|
|
# Meetings
|
|
min_date = fields.Datetime.now()
|
|
max_date = fields.Datetime.to_string(datetime.now() + timedelta(days=8))
|
|
meetings_domain = [
|
|
('start', '>=', min_date),
|
|
('start', '<=', max_date),
|
|
('partner_ids', 'in', [self.env.user.partner_id.id])
|
|
]
|
|
meetings = self.env['calendar.event'].search(meetings_domain)
|
|
for meeting in meetings:
|
|
if meeting['start']:
|
|
start = datetime.strptime(meeting['start'], tools.DEFAULT_SERVER_DATETIME_FORMAT).date()
|
|
if start == today:
|
|
result['meeting']['today'] += 1
|
|
if today <= start <= today + timedelta(days=7):
|
|
result['meeting']['next_7_days'] += 1
|
|
|
|
result['done']['target'] = self.env.user.target_sales_done
|
|
result['won']['target'] = self.env.user.target_sales_won
|
|
result['currency_id'] = self.env.user.company_id.currency_id.id
|
|
|
|
return result
|
|
|
|
@api.model
|
|
def modify_target_sales_dashboard(self, target_name, target_value):
|
|
""" Update the user objectives (`target_sales_done`, target_sales_won`
|
|
and `target_sales_invoiced` fields).
|
|
:param target_name : part of the fields name to update
|
|
:param target_value : value of the field to update
|
|
"""
|
|
if target_name in ['won', 'done', 'invoiced']:
|
|
# bypass rights, since self.env.user is browsed as SUPERUSER_ID
|
|
self.env.user.write({'target_sales_' + target_name: target_value})
|
|
else:
|
|
raise UserError(_('This target does not exist.'))
|
|
|
|
# ----------------------------------------
|
|
# Mail Gateway
|
|
# ----------------------------------------
|
|
|
|
@api.multi
|
|
def _track_subtype(self, init_values):
|
|
self.ensure_one()
|
|
if 'stage_id' in init_values and self.probability == 100 and self.stage_id and self.stage_id.on_change:
|
|
return 'crm.mt_lead_won'
|
|
elif 'active' in init_values and self.probability == 0 and not self.active:
|
|
return 'crm.mt_lead_lost'
|
|
elif 'stage_id' in init_values and self.stage_id and self.stage_id.sequence <= 1:
|
|
return 'crm.mt_lead_create'
|
|
elif 'stage_id' in init_values:
|
|
return 'crm.mt_lead_stage'
|
|
return super(Lead, self)._track_subtype(init_values)
|
|
|
|
@api.multi
|
|
def _notification_recipients(self, message, groups):
|
|
""" Handle salesman recipients that can convert leads into opportunities
|
|
and set opportunities as won / lost. """
|
|
groups = super(Lead, self)._notification_recipients(message, groups)
|
|
|
|
self.ensure_one()
|
|
if self.type == 'lead':
|
|
convert_action = self._notification_link_helper('controller', controller='/lead/convert')
|
|
salesman_actions = [{'url': convert_action, 'title': _('Convert to opportunity')}]
|
|
else:
|
|
won_action = self._notification_link_helper('controller', controller='/lead/case_mark_won')
|
|
lost_action = self._notification_link_helper('controller', controller='/lead/case_mark_lost')
|
|
salesman_actions = [
|
|
{'url': won_action, 'title': _('Won')},
|
|
{'url': lost_action, 'title': _('Lost')}]
|
|
|
|
new_group = (
|
|
'group_sale_salesman', lambda partner: bool(partner.user_ids) and any(user.has_group('sales_team.group_sale_salesman') for user in partner.user_ids), {
|
|
'actions': salesman_actions,
|
|
})
|
|
|
|
return [new_group] + groups
|
|
|
|
@api.model
|
|
def message_get_reply_to(self, res_ids, default=None):
|
|
leads = self.sudo().browse(res_ids)
|
|
aliases = self.env['crm.team'].message_get_reply_to(leads.mapped('team_id').ids, default=default)
|
|
return {lead.id: aliases.get(lead.team_id.id or 0, False) for lead in leads}
|
|
|
|
@api.multi
|
|
def get_formview_id(self, access_uid=None):
|
|
if self.type == 'opportunity':
|
|
view_id = self.env.ref('crm.crm_case_form_view_oppor').id
|
|
else:
|
|
view_id = super(Lead, self).get_formview_id()
|
|
return view_id
|
|
|
|
@api.multi
|
|
def message_get_default_recipients(self):
|
|
return {
|
|
r.id : {'partner_ids': [],
|
|
'email_to': r.email_from,
|
|
'email_cc': False}
|
|
for r in self.sudo()
|
|
}
|
|
|
|
@api.multi
|
|
def message_get_suggested_recipients(self):
|
|
recipients = super(Lead, self).message_get_suggested_recipients()
|
|
try:
|
|
for lead in self:
|
|
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
|
|
|
|
@api.model
|
|
def message_new(self, msg_dict, custom_values=None):
|
|
""" Overrides mail_thread message_new that is called by the mailgateway
|
|
through message_process.
|
|
This override updates the document according to the email.
|
|
"""
|
|
# remove default author when going through the mail gateway. Indeed we
|
|
# do not want to explicitly set user_id to False; however we do not
|
|
# want the gateway user to be responsible if no other responsible is
|
|
# found.
|
|
self = self.with_context(default_user_id=False)
|
|
|
|
if custom_values is None:
|
|
custom_values = {}
|
|
defaults = {
|
|
'name': msg_dict.get('subject') or _("No Subject"),
|
|
'email_from': msg_dict.get('from'),
|
|
'email_cc': msg_dict.get('cc'),
|
|
'partner_id': msg_dict.get('author_id', False),
|
|
}
|
|
if msg_dict.get('author_id'):
|
|
defaults.update(self._onchange_partner_id_values(msg_dict.get('author_id')))
|
|
if msg_dict.get('priority') in dict(crm_stage.AVAILABLE_PRIORITIES):
|
|
defaults['priority'] = msg_dict.get('priority')
|
|
defaults.update(custom_values)
|
|
return super(Lead, self).message_new(msg_dict, custom_values=defaults)
|
|
|
|
@api.multi
|
|
def message_update(self, msg_dict, update_vals=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 update_vals is None:
|
|
update_vals = {}
|
|
if msg_dict.get('priority') in dict(crm_stage.AVAILABLE_PRIORITIES):
|
|
update_vals['priority'] = msg_dict.get('priority')
|
|
maps = {
|
|
'revenue': 'planned_revenue',
|
|
'probability': 'probability',
|
|
}
|
|
for line in msg_dict.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(Lead, self).message_update(msg_dict, update_vals=update_vals)
|
|
|
|
def _message_post_after_hook(self, message):
|
|
if self.email_from and not self.partner_id:
|
|
# we consider that posting a message with a specified recipient (not a follower, a specific one)
|
|
# on a document without customer means that it was created through the chatter using
|
|
# suggested recipients. This heuristic allows to avoid ugly hacks in JS.
|
|
new_partner = message.partner_ids.filtered(lambda partner: partner.email == self.email_from)
|
|
if new_partner:
|
|
self.search([
|
|
('partner_id', '=', False),
|
|
('email_from', '=', new_partner.email),
|
|
('stage_id.fold', '=', False)]).write({'partner_id': new_partner.id})
|
|
return super(Lead, self)._message_post_after_hook(message)
|
|
|
|
@api.multi
|
|
def message_partner_info_from_emails(self, emails, link_mail=False):
|
|
result = super(Lead, self).message_partner_info_from_emails(emails, link_mail=link_mail)
|
|
for partner_info in result:
|
|
if not partner_info.get('partner_id') and (self.partner_name or self.contact_name):
|
|
emails = email_re.findall(partner_info['full_name'] or '')
|
|
email = emails and emails[0] or ''
|
|
if email and self.email_from and email.lower() == self.email_from.lower():
|
|
partner_info['full_name'] = '%s <%s>' % (self.partner_name or self.contact_name, email)
|
|
break
|
|
return result
|
|
|
|
|
|
class Tag(models.Model):
|
|
|
|
_name = "crm.lead.tag"
|
|
_description = "Category of lead"
|
|
|
|
name = fields.Char('Name', required=True, translate=True)
|
|
color = fields.Integer('Color Index', default=10)
|
|
|
|
_sql_constraints = [
|
|
('name_uniq', 'unique (name)', "Tag name already exists !"),
|
|
]
|
|
|
|
|
|
class LostReason(models.Model):
|
|
_name = "crm.lost.reason"
|
|
_description = 'Reason for loosing leads'
|
|
|
|
name = fields.Char('Name', required=True, translate=True)
|
|
active = fields.Boolean('Active', default=True)
|