feat: Portal, Email Inbound, Discuss + module improvements
- Portal: /my/* routes, signup, password reset, portal user support - Email Inbound: IMAP polling (go-imap/v2), thread matching - Discuss: mail.channel, long-polling bus, DM, unread count - Cron: ir.cron runner (goroutine scheduler) - Bank Import, CSV/Excel Import - Automation (ir.actions.server) - Fetchmail service - HR Payroll model - Various fixes across account, sale, stock, purchase, crm, hr, project Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
@@ -2,6 +2,8 @@ package models
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import (
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"fmt"
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"log"
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"strings"
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"odoo-go/pkg/orm"
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)
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@@ -38,14 +40,32 @@ func initCRMLeadExtended() {
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}),
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// ──── Tracking / timing fields ────
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// Mirrors: odoo/addons/crm/models/crm_lead.py day_open, day_close
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orm.Integer("day_open", orm.FieldOpts{
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String: "Days to Assign",
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Help: "Number of days to assign this lead to a salesperson.",
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// Mirrors: odoo/addons/crm/models/crm_lead.py date_open, day_open, day_close
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orm.Datetime("date_open", orm.FieldOpts{
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String: "Assignment Date",
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Help: "Date when the lead was first assigned to a salesperson.",
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}),
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orm.Integer("day_close", orm.FieldOpts{
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String: "Days to Close",
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Help: "Number of days to close this lead/opportunity.",
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orm.Float("day_open", orm.FieldOpts{
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String: "Days to Assign",
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Compute: "_compute_day_open",
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Help: "Number of days between creation and assignment.",
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}),
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orm.Float("day_close", orm.FieldOpts{
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String: "Days to Close",
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Compute: "_compute_day_close",
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Help: "Number of days between creation and closing.",
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}),
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// ──── Kanban state ────
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// Mirrors: odoo/addons/crm/models/crm_lead.py kanban_state (via mail.activity.mixin)
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orm.Selection("kanban_state", []orm.SelectionItem{
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{Value: "grey", Label: "No next activity planned"},
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{Value: "red", Label: "Next activity late"},
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{Value: "green", Label: "Next activity is planned"},
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}, orm.FieldOpts{
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String: "Kanban State",
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Compute: "_compute_kanban_state",
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Help: "Activity-based status indicator for kanban views.",
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}),
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// ──── Additional contact/address fields ────
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@@ -76,6 +96,27 @@ func initCRMLeadExtended() {
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Help: "Second line of the street address.",
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}),
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// ──── Computed timing fields ────
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// Mirrors: odoo/addons/crm/models/crm_lead.py _compute_days_in_stage
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orm.Float("days_in_stage", orm.FieldOpts{
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String: "Days in Current Stage",
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Compute: "_compute_days_in_stage",
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Help: "Number of days since the last stage change.",
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}),
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// ──── Email scoring / contact address ────
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// Mirrors: odoo/addons/crm/models/crm_lead.py _compute_email_score
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orm.Char("email_domain_criterion", orm.FieldOpts{
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String: "Email Domain",
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Compute: "_compute_email_score",
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Help: "Domain part of the lead email (e.g. 'example.com').",
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}),
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orm.Text("contact_address_complete", orm.FieldOpts{
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String: "Contact Address",
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Compute: "_compute_contact_address",
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Help: "Full contact address assembled from partner data.",
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}),
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// ──── Revenue fields ────
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// Mirrors: odoo/addons/crm/models/crm_lead.py prorated_revenue
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orm.Monetary("prorated_revenue", orm.FieldOpts{
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@@ -135,35 +176,333 @@ func initCRMLeadExtended() {
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var revenue float64
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var probability float64
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_ = env.Tx().QueryRow(env.Ctx(),
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if err := env.Tx().QueryRow(env.Ctx(),
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`SELECT COALESCE(expected_revenue::float8, 0), COALESCE(probability, 0)
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FROM crm_lead WHERE id = $1`, leadID,
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).Scan(&revenue, &probability)
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).Scan(&revenue, &probability); err != nil {
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log.Printf("warning: crm.lead _compute_prorated_revenue query failed: %v", err)
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}
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prorated := revenue * probability / 100.0
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return orm.Values{"prorated_revenue": prorated}, nil
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})
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// ──── Compute: day_open ────
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// Mirrors: odoo/addons/crm/models/crm_lead.py _compute_day_open
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m.RegisterCompute("day_open", func(rs *orm.Recordset) (orm.Values, error) {
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env := rs.Env()
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leadID := rs.IDs()[0]
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var dayOpen *float64
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err := env.Tx().QueryRow(env.Ctx(),
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`SELECT CASE
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WHEN date_open IS NOT NULL AND create_date IS NOT NULL
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THEN ABS(EXTRACT(EPOCH FROM (date_open - create_date)) / 86400)
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ELSE NULL
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END
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FROM crm_lead WHERE id = $1`, leadID,
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).Scan(&dayOpen)
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if err != nil {
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log.Printf("warning: crm.lead _compute_day_open query failed: %v", err)
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}
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result := float64(0)
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if dayOpen != nil {
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result = *dayOpen
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}
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return orm.Values{"day_open": result}, nil
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})
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// ──── Compute: day_close ────
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// Mirrors: odoo/addons/crm/models/crm_lead.py _compute_day_close
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m.RegisterCompute("day_close", func(rs *orm.Recordset) (orm.Values, error) {
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env := rs.Env()
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leadID := rs.IDs()[0]
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var dayClose *float64
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err := env.Tx().QueryRow(env.Ctx(),
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`SELECT CASE
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WHEN date_closed IS NOT NULL AND create_date IS NOT NULL
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THEN ABS(EXTRACT(EPOCH FROM (date_closed - create_date)) / 86400)
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ELSE NULL
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END
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FROM crm_lead WHERE id = $1`, leadID,
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).Scan(&dayClose)
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if err != nil {
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log.Printf("warning: crm.lead _compute_day_close query failed: %v", err)
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}
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result := float64(0)
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if dayClose != nil {
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result = *dayClose
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}
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return orm.Values{"day_close": result}, nil
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})
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// ──── Compute: kanban_state ────
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// Based on activity deadline: overdue=red, today/future=green, no activity=grey.
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// Mirrors: odoo/addons/mail/models/mail_activity_mixin.py _compute_kanban_state
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m.RegisterCompute("kanban_state", func(rs *orm.Recordset) (orm.Values, error) {
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env := rs.Env()
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leadID := rs.IDs()[0]
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var deadline *string
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err := env.Tx().QueryRow(env.Ctx(),
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`SELECT activity_date_deadline FROM crm_lead WHERE id = $1`, leadID,
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).Scan(&deadline)
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if err != nil {
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log.Printf("warning: crm.lead _compute_kanban_state query failed: %v", err)
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}
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state := "grey" // no activity planned
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if deadline != nil && *deadline != "" {
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// Check if overdue
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var isOverdue bool
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env.Tx().QueryRow(env.Ctx(),
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`SELECT activity_date_deadline < CURRENT_DATE FROM crm_lead WHERE id = $1`, leadID,
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).Scan(&isOverdue)
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if isOverdue {
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state = "red" // overdue
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} else {
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state = "green" // planned (today or future)
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}
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}
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return orm.Values{"kanban_state": state}, nil
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})
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// ──── Compute: days_in_stage ────
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// Mirrors: odoo/addons/crm/models/crm_lead.py _compute_days_in_stage
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m.RegisterCompute("days_in_stage", func(rs *orm.Recordset) (orm.Values, error) {
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env := rs.Env()
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leadID := rs.IDs()[0]
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var days *float64
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if err := env.Tx().QueryRow(env.Ctx(),
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`SELECT CASE
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WHEN date_last_stage_update IS NOT NULL
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THEN EXTRACT(DAY FROM NOW() - date_last_stage_update)
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ELSE 0
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END
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FROM crm_lead WHERE id = $1`, leadID,
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).Scan(&days); err != nil {
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log.Printf("warning: crm.lead _compute_days_in_stage query failed: %v", err)
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}
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result := float64(0)
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if days != nil {
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result = *days
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}
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return orm.Values{"days_in_stage": result}, nil
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})
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// ──── Compute: email_score (email domain extraction) ────
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// Mirrors: odoo/addons/crm/models/crm_lead.py _compute_email_domain_criterion
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m.RegisterCompute("email_domain_criterion", func(rs *orm.Recordset) (orm.Values, error) {
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env := rs.Env()
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leadID := rs.IDs()[0]
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var email *string
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if err := env.Tx().QueryRow(env.Ctx(),
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`SELECT email_from FROM crm_lead WHERE id = $1`, leadID,
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).Scan(&email); err != nil {
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log.Printf("warning: crm.lead _compute_email_score query failed: %v", err)
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}
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domain := ""
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if email != nil && *email != "" {
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parts := strings.SplitN(*email, "@", 2)
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if len(parts) == 2 {
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domain = strings.TrimSpace(parts[1])
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}
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}
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return orm.Values{"email_domain_criterion": domain}, nil
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})
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// ──── Compute: contact_address ────
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// Mirrors: odoo/addons/crm/models/crm_lead.py _compute_contact_address
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m.RegisterCompute("contact_address_complete", func(rs *orm.Recordset) (orm.Values, error) {
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env := rs.Env()
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leadID := rs.IDs()[0]
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var street, street2, city, zip *string
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var partnerID *int64
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if err := env.Tx().QueryRow(env.Ctx(),
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`SELECT street, street2, city, zip, partner_id
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FROM crm_lead WHERE id = $1`, leadID,
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).Scan(&street, &street2, &city, &zip, &partnerID); err != nil {
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log.Printf("warning: crm.lead _compute_contact_address query failed: %v", err)
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}
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// If partner exists, fetch address from partner instead
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if partnerID != nil {
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if err := env.Tx().QueryRow(env.Ctx(),
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`SELECT street, street2, city, zip
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FROM res_partner WHERE id = $1`, *partnerID,
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).Scan(&street, &street2, &city, &zip); err != nil {
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log.Printf("warning: crm.lead _compute_contact_address partner query failed: %v", err)
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}
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}
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var parts []string
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if street != nil && *street != "" {
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parts = append(parts, *street)
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}
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if street2 != nil && *street2 != "" {
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parts = append(parts, *street2)
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}
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if zip != nil && *zip != "" && city != nil && *city != "" {
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parts = append(parts, *zip+" "+*city)
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} else if city != nil && *city != "" {
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parts = append(parts, *city)
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}
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address := strings.Join(parts, "\n")
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return orm.Values{"contact_address_complete": address}, nil
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})
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// ──── Business Methods ────
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// action_schedule_activity: return a window action to schedule an activity.
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// action_schedule_activity: create a mail.activity record linked to the lead.
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// Mirrors: odoo/addons/crm/models/crm_lead.py action_schedule_activity
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m.RegisterMethod("action_schedule_activity", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
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env := rs.Env()
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leadID := rs.IDs()[0]
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// Extract optional kwargs: summary, activity_type_id, date_deadline, user_id, note
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summary := ""
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note := ""
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dateDeadline := ""
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var userID int64
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var activityTypeID int64
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if len(args) > 0 {
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if kwargs, ok := args[0].(map[string]interface{}); ok {
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if v, ok := kwargs["summary"].(string); ok {
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summary = v
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}
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if v, ok := kwargs["note"].(string); ok {
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note = v
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}
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if v, ok := kwargs["date_deadline"].(string); ok {
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dateDeadline = v
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}
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if v, ok := kwargs["user_id"]; ok {
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switch uid := v.(type) {
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case float64:
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userID = int64(uid)
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case int64:
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userID = uid
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case int:
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userID = int64(uid)
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}
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}
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if v, ok := kwargs["activity_type_id"]; ok {
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switch tid := v.(type) {
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case float64:
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activityTypeID = int64(tid)
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case int64:
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activityTypeID = tid
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case int:
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activityTypeID = int64(tid)
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}
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}
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}
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}
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// Default user to current user
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if userID == 0 {
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userID = env.UID()
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}
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// Default deadline to tomorrow
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if dateDeadline == "" {
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dateDeadline = "CURRENT_DATE + INTERVAL '1 day'"
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}
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var newID int64
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var err error
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if dateDeadline == "CURRENT_DATE + INTERVAL '1 day'" {
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err = env.Tx().QueryRow(env.Ctx(),
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`INSERT INTO mail_activity (res_model, res_id, summary, note, date_deadline, user_id, activity_type_id, state)
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VALUES ('crm.lead', $1, $2, $3, CURRENT_DATE + INTERVAL '1 day', $4, NULLIF($5, 0), 'planned')
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RETURNING id`,
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leadID, summary, note, userID, activityTypeID,
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).Scan(&newID)
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} else {
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err = env.Tx().QueryRow(env.Ctx(),
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`INSERT INTO mail_activity (res_model, res_id, summary, note, date_deadline, user_id, activity_type_id, state)
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VALUES ('crm.lead', $1, $2, $3, $6::date, $4, NULLIF($5, 0), 'planned')
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RETURNING id`,
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leadID, summary, note, userID, activityTypeID, dateDeadline,
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).Scan(&newID)
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}
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if err != nil {
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return nil, fmt.Errorf("action_schedule_activity: %w", err)
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}
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return map[string]interface{}{
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"type": "ir.actions.act_window",
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"name": "Schedule Activity",
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"res_model": "crm.lead",
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"res_id": rs.IDs()[0],
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"view_mode": "form",
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"views": [][]interface{}{{nil, "form"}},
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"target": "new",
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"activity_id": newID,
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"type": "ir.actions.act_window",
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"name": "Schedule Activity",
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"res_model": "mail.activity",
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"res_id": newID,
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"view_mode": "form",
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"views": [][]interface{}{{nil, "form"}},
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"target": "new",
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}, nil
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})
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// action_merge: merge multiple leads into the first one.
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// Sums expected revenues from slave leads, deactivates them.
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// Mirrors: odoo/addons/crm/wizard/crm_merge_opportunities.py
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// action_merge: alias for action_merge_leads (delegates to the full implementation).
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m.RegisterMethod("action_merge", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
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mergeMethod := orm.Registry.Get("crm.lead").Methods["action_merge_leads"]
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if mergeMethod != nil {
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return mergeMethod(rs, args...)
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}
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return nil, fmt.Errorf("crm.lead: action_merge_leads not found")
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})
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// _get_opportunities_by_status: GROUP BY stage_id aggregation returning counts + sums.
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// Mirrors: odoo/addons/crm/models/crm_lead.py _read_group (pipeline analysis)
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m.RegisterMethod("_get_opportunities_by_status", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
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env := rs.Env()
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rows, err := env.Tx().Query(env.Ctx(), `
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SELECT s.id, s.name, COUNT(l.id), COALESCE(SUM(l.expected_revenue::float8), 0),
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COALESCE(AVG(l.probability), 0)
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FROM crm_lead l
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JOIN crm_stage s ON s.id = l.stage_id
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WHERE l.active = true AND l.type = 'opportunity'
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GROUP BY s.id, s.name, s.sequence
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ORDER BY s.sequence`)
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if err != nil {
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return nil, fmt.Errorf("_get_opportunities_by_status: %w", err)
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}
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defer rows.Close()
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var results []map[string]interface{}
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for rows.Next() {
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var stageID int64
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var stageName string
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var count int64
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var revenue, avgProb float64
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if err := rows.Scan(&stageID, &stageName, &count, &revenue, &avgProb); err != nil {
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return nil, fmt.Errorf("_get_opportunities_by_status scan: %w", err)
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}
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results = append(results, map[string]interface{}{
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"stage_id": stageID,
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"stage_name": stageName,
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"count": count,
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"total_revenue": revenue,
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"avg_probability": avgProb,
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})
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}
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return results, nil
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})
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// action_merge_leads: merge multiple leads — sum revenues, keep first partner,
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// concatenate descriptions, delete merged records.
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// Mirrors: odoo/addons/crm/wizard/crm_merge_opportunities.py action_merge
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m.RegisterMethod("action_merge_leads", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
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env := rs.Env()
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ids := rs.IDs()
|
||||
if len(ids) < 2 {
|
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@@ -172,25 +511,36 @@ func initCRMLeadExtended() {
|
||||
|
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masterID := ids[0]
|
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for _, slaveID := range ids[1:] {
|
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// Sum revenues from slave into master
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_, _ = env.Tx().Exec(env.Ctx(),
|
||||
// Sum revenues
|
||||
if _, err := env.Tx().Exec(env.Ctx(),
|
||||
`UPDATE crm_lead
|
||||
SET expected_revenue = COALESCE(expected_revenue, 0) +
|
||||
(SELECT COALESCE(expected_revenue, 0) FROM crm_lead WHERE id = $1)
|
||||
WHERE id = $2`,
|
||||
slaveID, masterID)
|
||||
// Copy partner info if master has none
|
||||
_, _ = env.Tx().Exec(env.Ctx(),
|
||||
WHERE id = $2`, slaveID, masterID); err != nil {
|
||||
log.Printf("warning: crm.lead action_merge_leads revenue sum failed for slave %d: %v", slaveID, err)
|
||||
}
|
||||
// Keep first partner (master wins if set)
|
||||
if _, err := env.Tx().Exec(env.Ctx(),
|
||||
`UPDATE crm_lead SET
|
||||
partner_id = COALESCE(partner_id, (SELECT partner_id FROM crm_lead WHERE id = $1))
|
||||
WHERE id = $2`, slaveID, masterID); err != nil {
|
||||
log.Printf("warning: crm.lead action_merge_leads partner copy failed for slave %d: %v", slaveID, err)
|
||||
}
|
||||
// Concatenate descriptions
|
||||
if _, err := env.Tx().Exec(env.Ctx(),
|
||||
`UPDATE crm_lead
|
||||
SET partner_id = COALESCE(
|
||||
(SELECT partner_id FROM crm_lead WHERE id = $2),
|
||||
partner_id)
|
||||
WHERE id = $1 AND partner_id IS NULL`,
|
||||
masterID, slaveID)
|
||||
// Deactivate the slave lead
|
||||
_, _ = env.Tx().Exec(env.Ctx(),
|
||||
`UPDATE crm_lead SET active = false WHERE id = $1`, slaveID)
|
||||
SET description = COALESCE(description, '') || E'\n---\n' ||
|
||||
COALESCE((SELECT description FROM crm_lead WHERE id = $1), '')
|
||||
WHERE id = $2`, slaveID, masterID); err != nil {
|
||||
log.Printf("warning: crm.lead action_merge_leads description concat failed for slave %d: %v", slaveID, err)
|
||||
}
|
||||
// Delete the merged (slave) lead
|
||||
if _, err := env.Tx().Exec(env.Ctx(),
|
||||
`DELETE FROM crm_lead WHERE id = $1`, slaveID); err != nil {
|
||||
log.Printf("warning: crm.lead action_merge_leads delete failed for slave %d: %v", slaveID, err)
|
||||
}
|
||||
}
|
||||
|
||||
return map[string]interface{}{
|
||||
"type": "ir.actions.act_window",
|
||||
"res_model": "crm.lead",
|
||||
@@ -201,6 +551,166 @@ func initCRMLeadExtended() {
|
||||
}, nil
|
||||
})
|
||||
|
||||
// _action_reschedule_calls: update activity dates for leads with overdue activities.
|
||||
// Mirrors: odoo/addons/crm/models/crm_lead.py _action_reschedule_calls
|
||||
m.RegisterMethod("_action_reschedule_calls", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
|
||||
env := rs.Env()
|
||||
|
||||
// Default reschedule days = 7
|
||||
rescheduleDays := 7
|
||||
if len(args) > 0 {
|
||||
switch v := args[0].(type) {
|
||||
case float64:
|
||||
rescheduleDays = int(v)
|
||||
case int:
|
||||
rescheduleDays = v
|
||||
case int64:
|
||||
rescheduleDays = int(v)
|
||||
}
|
||||
}
|
||||
|
||||
// Update all overdue mail.activity records linked to crm.lead
|
||||
result, err := env.Tx().Exec(env.Ctx(),
|
||||
`UPDATE mail_activity
|
||||
SET date_deadline = CURRENT_DATE + ($1 || ' days')::interval,
|
||||
state = 'planned'
|
||||
WHERE res_model = 'crm.lead'
|
||||
AND date_deadline < CURRENT_DATE
|
||||
AND done = false`, rescheduleDays)
|
||||
if err != nil {
|
||||
return nil, fmt.Errorf("_action_reschedule_calls: %w", err)
|
||||
}
|
||||
|
||||
rowsAffected := result.RowsAffected()
|
||||
return map[string]interface{}{
|
||||
"rescheduled_count": rowsAffected,
|
||||
}, nil
|
||||
})
|
||||
|
||||
// action_lead_duplicate: copy lead with "(Copy)" suffix on name.
|
||||
// Mirrors: odoo/addons/crm/models/crm_lead.py copy()
|
||||
m.RegisterMethod("action_lead_duplicate", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
|
||||
env := rs.Env()
|
||||
leadID := rs.IDs()[0]
|
||||
|
||||
var newID int64
|
||||
err := env.Tx().QueryRow(env.Ctx(),
|
||||
`INSERT INTO crm_lead (name, type, partner_id, email_from, phone,
|
||||
stage_id, team_id, user_id, expected_revenue, probability,
|
||||
priority, company_id, currency_id, active, description,
|
||||
partner_name, street, city, zip, country_id, date_last_stage_update)
|
||||
SELECT name || ' (Copy)', type, partner_id, email_from, phone,
|
||||
stage_id, team_id, user_id, expected_revenue, probability,
|
||||
priority, company_id, currency_id, true, description,
|
||||
partner_name, street, city, zip, country_id, NOW()
|
||||
FROM crm_lead WHERE id = $1
|
||||
RETURNING id`, leadID,
|
||||
).Scan(&newID)
|
||||
if err != nil {
|
||||
return nil, fmt.Errorf("action_lead_duplicate: %w", err)
|
||||
}
|
||||
|
||||
return map[string]interface{}{
|
||||
"type": "ir.actions.act_window",
|
||||
"res_model": "crm.lead",
|
||||
"res_id": newID,
|
||||
"view_mode": "form",
|
||||
"views": [][]interface{}{{nil, "form"}},
|
||||
"target": "current",
|
||||
}, nil
|
||||
})
|
||||
|
||||
// set_user_as_follower: create mail.followers entry for the lead's salesperson.
|
||||
// Mirrors: odoo/addons/crm/models/crm_lead.py _create_lead_partner
|
||||
m.RegisterMethod("set_user_as_follower", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
|
||||
env := rs.Env()
|
||||
|
||||
for _, leadID := range rs.IDs() {
|
||||
// Get the user_id for the lead, then find the partner_id for that user
|
||||
var userID *int64
|
||||
if err := env.Tx().QueryRow(env.Ctx(),
|
||||
`SELECT user_id FROM crm_lead WHERE id = $1`, leadID,
|
||||
).Scan(&userID); err != nil || userID == nil {
|
||||
continue
|
||||
}
|
||||
|
||||
var partnerID *int64
|
||||
if err := env.Tx().QueryRow(env.Ctx(),
|
||||
`SELECT partner_id FROM res_users WHERE id = $1`, *userID,
|
||||
).Scan(&partnerID); err != nil || partnerID == nil {
|
||||
continue
|
||||
}
|
||||
|
||||
// Check if already a follower
|
||||
var exists bool
|
||||
env.Tx().QueryRow(env.Ctx(),
|
||||
`SELECT EXISTS(
|
||||
SELECT 1 FROM mail_followers
|
||||
WHERE res_model = 'crm.lead' AND res_id = $1 AND partner_id = $2
|
||||
)`, leadID, *partnerID,
|
||||
).Scan(&exists)
|
||||
|
||||
if !exists {
|
||||
if _, err := env.Tx().Exec(env.Ctx(),
|
||||
`INSERT INTO mail_followers (res_model, res_id, partner_id)
|
||||
VALUES ('crm.lead', $1, $2)`, leadID, *partnerID); err != nil {
|
||||
log.Printf("warning: crm.lead set_user_as_follower failed for lead %d: %v", leadID, err)
|
||||
}
|
||||
}
|
||||
}
|
||||
return true, nil
|
||||
})
|
||||
|
||||
// message_subscribe: subscribe partners as followers on the lead.
|
||||
// Mirrors: odoo/addons/mail/models/mail_thread.py message_subscribe
|
||||
m.RegisterMethod("message_subscribe", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
|
||||
env := rs.Env()
|
||||
|
||||
if len(args) < 1 {
|
||||
return nil, fmt.Errorf("partner_ids required")
|
||||
}
|
||||
|
||||
// Accept partner_ids as []interface{} or []int64
|
||||
var partnerIDs []int64
|
||||
switch v := args[0].(type) {
|
||||
case []interface{}:
|
||||
for _, p := range v {
|
||||
switch pid := p.(type) {
|
||||
case float64:
|
||||
partnerIDs = append(partnerIDs, int64(pid))
|
||||
case int64:
|
||||
partnerIDs = append(partnerIDs, pid)
|
||||
case int:
|
||||
partnerIDs = append(partnerIDs, int64(pid))
|
||||
}
|
||||
}
|
||||
case []int64:
|
||||
partnerIDs = v
|
||||
}
|
||||
|
||||
for _, leadID := range rs.IDs() {
|
||||
for _, partnerID := range partnerIDs {
|
||||
// Check if already subscribed
|
||||
var exists bool
|
||||
env.Tx().QueryRow(env.Ctx(),
|
||||
`SELECT EXISTS(
|
||||
SELECT 1 FROM mail_followers
|
||||
WHERE res_model = 'crm.lead' AND res_id = $1 AND partner_id = $2
|
||||
)`, leadID, partnerID,
|
||||
).Scan(&exists)
|
||||
|
||||
if !exists {
|
||||
if _, err := env.Tx().Exec(env.Ctx(),
|
||||
`INSERT INTO mail_followers (res_model, res_id, partner_id)
|
||||
VALUES ('crm.lead', $1, $2)`, leadID, partnerID); err != nil {
|
||||
log.Printf("warning: crm.lead message_subscribe failed for lead %d partner %d: %v", leadID, partnerID, err)
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
return true, nil
|
||||
})
|
||||
|
||||
// action_assign_salesperson: assign a salesperson to one or more leads.
|
||||
// Mirrors: odoo/addons/crm/models/crm_lead.py _handle_salesmen_assignment
|
||||
m.RegisterMethod("action_assign_salesperson", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
|
||||
@@ -213,8 +723,10 @@ func initCRMLeadExtended() {
|
||||
}
|
||||
env := rs.Env()
|
||||
for _, id := range rs.IDs() {
|
||||
_, _ = env.Tx().Exec(env.Ctx(),
|
||||
`UPDATE crm_lead SET user_id = $1 WHERE id = $2`, int64(userID), id)
|
||||
if _, err := env.Tx().Exec(env.Ctx(),
|
||||
`UPDATE crm_lead SET user_id = $1 WHERE id = $2`, int64(userID), id); err != nil {
|
||||
log.Printf("warning: crm.lead action_assign_salesperson failed for lead %d: %v", id, err)
|
||||
}
|
||||
}
|
||||
return true, nil
|
||||
})
|
||||
@@ -262,8 +774,10 @@ func initCRMLeadExtended() {
|
||||
}
|
||||
env := rs.Env()
|
||||
for _, id := range rs.IDs() {
|
||||
_, _ = env.Tx().Exec(env.Ctx(),
|
||||
`UPDATE crm_lead SET priority = $1 WHERE id = $2`, priority, id)
|
||||
if _, err := env.Tx().Exec(env.Ctx(),
|
||||
`UPDATE crm_lead SET priority = $1 WHERE id = $2`, priority, id); err != nil {
|
||||
log.Printf("warning: crm.lead action_set_priority failed for lead %d: %v", id, err)
|
||||
}
|
||||
}
|
||||
return true, nil
|
||||
})
|
||||
@@ -273,8 +787,10 @@ func initCRMLeadExtended() {
|
||||
m.RegisterMethod("action_archive", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
|
||||
env := rs.Env()
|
||||
for _, id := range rs.IDs() {
|
||||
_, _ = env.Tx().Exec(env.Ctx(),
|
||||
`UPDATE crm_lead SET active = false WHERE id = $1`, id)
|
||||
if _, err := env.Tx().Exec(env.Ctx(),
|
||||
`UPDATE crm_lead SET active = false WHERE id = $1`, id); err != nil {
|
||||
log.Printf("warning: crm.lead action_archive failed for lead %d: %v", id, err)
|
||||
}
|
||||
}
|
||||
return true, nil
|
||||
})
|
||||
@@ -284,8 +800,10 @@ func initCRMLeadExtended() {
|
||||
m.RegisterMethod("action_unarchive", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
|
||||
env := rs.Env()
|
||||
for _, id := range rs.IDs() {
|
||||
_, _ = env.Tx().Exec(env.Ctx(),
|
||||
`UPDATE crm_lead SET active = true WHERE id = $1`, id)
|
||||
if _, err := env.Tx().Exec(env.Ctx(),
|
||||
`UPDATE crm_lead SET active = true WHERE id = $1`, id); err != nil {
|
||||
log.Printf("warning: crm.lead action_unarchive failed for lead %d: %v", id, err)
|
||||
}
|
||||
}
|
||||
return true, nil
|
||||
})
|
||||
@@ -302,9 +820,11 @@ func initCRMLeadExtended() {
|
||||
}
|
||||
env := rs.Env()
|
||||
for _, id := range rs.IDs() {
|
||||
_, _ = env.Tx().Exec(env.Ctx(),
|
||||
if _, err := env.Tx().Exec(env.Ctx(),
|
||||
`UPDATE crm_lead SET stage_id = $1, date_last_stage_update = NOW() WHERE id = $2`,
|
||||
int64(stageID), id)
|
||||
int64(stageID), id); err != nil {
|
||||
log.Printf("warning: crm.lead action_set_stage failed for lead %d: %v", id, err)
|
||||
}
|
||||
}
|
||||
return true, nil
|
||||
})
|
||||
@@ -317,7 +837,7 @@ func initCRMLeadExtended() {
|
||||
var totalLeads, totalOpps, wonCount, lostCount int64
|
||||
var totalRevenue, avgProbability float64
|
||||
|
||||
_ = env.Tx().QueryRow(env.Ctx(), `
|
||||
if err := env.Tx().QueryRow(env.Ctx(), `
|
||||
SELECT
|
||||
COUNT(*) FILTER (WHERE type = 'lead'),
|
||||
COUNT(*) FILTER (WHERE type = 'opportunity'),
|
||||
@@ -326,7 +846,9 @@ func initCRMLeadExtended() {
|
||||
COALESCE(SUM(expected_revenue::float8), 0),
|
||||
COALESCE(AVG(probability), 0)
|
||||
FROM crm_lead WHERE active = true`,
|
||||
).Scan(&totalLeads, &totalOpps, &wonCount, &lostCount, &totalRevenue, &avgProbability)
|
||||
).Scan(&totalLeads, &totalOpps, &wonCount, &lostCount, &totalRevenue, &avgProbability); err != nil {
|
||||
log.Printf("warning: crm.lead _get_lead_statistics query failed: %v", err)
|
||||
}
|
||||
|
||||
return map[string]interface{}{
|
||||
"total_leads": totalLeads,
|
||||
@@ -338,7 +860,158 @@ func initCRMLeadExtended() {
|
||||
}, nil
|
||||
})
|
||||
|
||||
// Onchange: partner_id → populate contact/address fields from partner
|
||||
// action_schedule_meeting: return calendar action for scheduling a meeting.
|
||||
// Mirrors: odoo/addons/crm/models/crm_lead.py action_schedule_meeting
|
||||
m.RegisterMethod("action_schedule_meeting", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
|
||||
env := rs.Env()
|
||||
leadID := rs.IDs()[0]
|
||||
|
||||
// Fetch lead data for context
|
||||
var name string
|
||||
var partnerID, teamID *int64
|
||||
env.Tx().QueryRow(env.Ctx(),
|
||||
`SELECT COALESCE(name, ''), partner_id, team_id FROM crm_lead WHERE id = $1`, leadID,
|
||||
).Scan(&name, &partnerID, &teamID)
|
||||
|
||||
ctx := map[string]interface{}{
|
||||
"default_opportunity_id": leadID,
|
||||
"default_name": name,
|
||||
"search_default_opportunity_id": leadID,
|
||||
}
|
||||
if partnerID != nil {
|
||||
ctx["default_partner_id"] = *partnerID
|
||||
ctx["default_partner_ids"] = []int64{*partnerID}
|
||||
}
|
||||
if teamID != nil {
|
||||
ctx["default_team_id"] = *teamID
|
||||
}
|
||||
|
||||
return map[string]interface{}{
|
||||
"type": "ir.actions.act_window",
|
||||
"name": "Meeting",
|
||||
"res_model": "calendar.event",
|
||||
"view_mode": "calendar,tree,form",
|
||||
"context": ctx,
|
||||
}, nil
|
||||
})
|
||||
|
||||
// action_new_quotation: return action to create a sale.order linked to the lead.
|
||||
// Mirrors: odoo/addons/sale_crm/models/crm_lead.py action_new_quotation
|
||||
m.RegisterMethod("action_new_quotation", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
|
||||
env := rs.Env()
|
||||
leadID := rs.IDs()[0]
|
||||
|
||||
// Fetch lead context data
|
||||
var partnerID, teamID, companyID *int64
|
||||
var name string
|
||||
env.Tx().QueryRow(env.Ctx(),
|
||||
`SELECT COALESCE(name, ''), partner_id, team_id, company_id FROM crm_lead WHERE id = $1`, leadID,
|
||||
).Scan(&name, &partnerID, &teamID, &companyID)
|
||||
|
||||
ctx := map[string]interface{}{
|
||||
"default_opportunity_id": leadID,
|
||||
"search_default_opportunity_id": leadID,
|
||||
"default_origin": name,
|
||||
}
|
||||
if partnerID != nil {
|
||||
ctx["default_partner_id"] = *partnerID
|
||||
}
|
||||
if teamID != nil {
|
||||
ctx["default_team_id"] = *teamID
|
||||
}
|
||||
if companyID != nil {
|
||||
ctx["default_company_id"] = *companyID
|
||||
}
|
||||
|
||||
return map[string]interface{}{
|
||||
"type": "ir.actions.act_window",
|
||||
"name": "New Quotation",
|
||||
"res_model": "sale.order",
|
||||
"view_mode": "form",
|
||||
"views": [][]interface{}{{nil, "form"}},
|
||||
"target": "current",
|
||||
"context": ctx,
|
||||
}, nil
|
||||
})
|
||||
|
||||
// merge_opportunity: alias for action_merge_leads.
|
||||
m.RegisterMethod("merge_opportunity", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
|
||||
mergeMethod := orm.Registry.Get("crm.lead").Methods["action_merge_leads"]
|
||||
if mergeMethod != nil {
|
||||
return mergeMethod(rs, args...)
|
||||
}
|
||||
return nil, fmt.Errorf("crm.lead: action_merge_leads not found")
|
||||
})
|
||||
|
||||
// handle_partner_assignment: create or assign partner for leads.
|
||||
// Mirrors: odoo/addons/crm/models/crm_lead.py _handle_partner_assignment
|
||||
m.RegisterMethod("handle_partner_assignment", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
|
||||
env := rs.Env()
|
||||
|
||||
// Optional force_partner_id from args
|
||||
var forcePartnerID int64
|
||||
if len(args) > 0 {
|
||||
if pid, ok := args[0].(float64); ok {
|
||||
forcePartnerID = int64(pid)
|
||||
}
|
||||
}
|
||||
|
||||
for _, id := range rs.IDs() {
|
||||
if forcePartnerID > 0 {
|
||||
env.Tx().Exec(env.Ctx(),
|
||||
`UPDATE crm_lead SET partner_id = $1 WHERE id = $2`, forcePartnerID, id)
|
||||
continue
|
||||
}
|
||||
|
||||
// Check if lead already has a partner
|
||||
var existingPartnerID *int64
|
||||
env.Tx().QueryRow(env.Ctx(),
|
||||
`SELECT partner_id FROM crm_lead WHERE id = $1`, id).Scan(&existingPartnerID)
|
||||
if existingPartnerID != nil {
|
||||
continue
|
||||
}
|
||||
|
||||
// Create partner from lead data
|
||||
var email, phone, partnerName, street, city, zip, contactName string
|
||||
var countryID *int64
|
||||
env.Tx().QueryRow(env.Ctx(),
|
||||
`SELECT COALESCE(email_from,''), COALESCE(phone,''),
|
||||
COALESCE(partner_name,''), COALESCE(street,''),
|
||||
COALESCE(city,''), COALESCE(zip,''),
|
||||
COALESCE(contact_name,''), country_id
|
||||
FROM crm_lead WHERE id = $1`, id,
|
||||
).Scan(&email, &phone, &partnerName, &street, &city, &zip, &contactName, &countryID)
|
||||
|
||||
name := partnerName
|
||||
if name == "" {
|
||||
name = contactName
|
||||
}
|
||||
if name == "" {
|
||||
name = email
|
||||
}
|
||||
if name == "" {
|
||||
continue // cannot create partner without any identifying info
|
||||
}
|
||||
|
||||
var newPartnerID int64
|
||||
err := env.Tx().QueryRow(env.Ctx(),
|
||||
`INSERT INTO res_partner (name, email, phone, street, city, zip, country_id, active, is_company)
|
||||
VALUES ($1, NULLIF($2,''), NULLIF($3,''), NULLIF($4,''), NULLIF($5,''), NULLIF($6,''), $7, true,
|
||||
CASE WHEN $8 != '' THEN true ELSE false END)
|
||||
RETURNING id`,
|
||||
name, email, phone, street, city, zip, countryID, partnerName,
|
||||
).Scan(&newPartnerID)
|
||||
if err != nil {
|
||||
log.Printf("warning: crm.lead handle_partner_assignment create partner failed for lead %d: %v", id, err)
|
||||
continue
|
||||
}
|
||||
env.Tx().Exec(env.Ctx(),
|
||||
`UPDATE crm_lead SET partner_id = $1 WHERE id = $2`, newPartnerID, id)
|
||||
}
|
||||
return true, nil
|
||||
})
|
||||
|
||||
// Onchange: partner_id -> populate contact/address fields from partner
|
||||
// Mirrors: odoo/addons/crm/models/crm_lead.py _onchange_partner_id
|
||||
m.RegisterOnchange("partner_id", func(env *orm.Environment, vals orm.Values) orm.Values {
|
||||
result := make(orm.Values)
|
||||
@@ -352,11 +1025,13 @@ func initCRMLeadExtended() {
|
||||
}
|
||||
|
||||
var email, phone, street, city, zip, name string
|
||||
_ = env.Tx().QueryRow(env.Ctx(),
|
||||
if err := env.Tx().QueryRow(env.Ctx(),
|
||||
`SELECT COALESCE(email,''), COALESCE(phone,''), COALESCE(street,''),
|
||||
COALESCE(city,''), COALESCE(zip,''), COALESCE(name,'')
|
||||
FROM res_partner WHERE id = $1`, int64(pid),
|
||||
).Scan(&email, &phone, &street, &city, &zip, &name)
|
||||
).Scan(&email, &phone, &street, &city, &zip, &name); err != nil {
|
||||
log.Printf("warning: crm.lead onchange partner_id lookup failed: %v", err)
|
||||
}
|
||||
|
||||
if email != "" {
|
||||
result["email_from"] = email
|
||||
|
||||
Reference in New Issue
Block a user