66383adf06
- 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>
350 lines
12 KiB
Go
350 lines
12 KiB
Go
package models
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import (
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"fmt"
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"time"
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"odoo-go/pkg/orm"
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)
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// initCRMLead registers the crm.lead model.
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// Mirrors: odoo/addons/crm/models/crm_lead.py
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func initCRMLead() {
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m := orm.NewModel("crm.lead", orm.ModelOpts{
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Description: "Lead/Opportunity",
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Order: "priority desc, id desc",
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RecName: "name",
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})
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m.AddFields(
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orm.Char("name", orm.FieldOpts{String: "Opportunity", Required: true, Index: true}),
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orm.Selection("type", []orm.SelectionItem{
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{Value: "lead", Label: "Lead"},
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{Value: "opportunity", Label: "Opportunity"},
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}, orm.FieldOpts{String: "Type", Required: true, Default: "lead", Index: true}),
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orm.Many2one("partner_id", "res.partner", orm.FieldOpts{String: "Customer", Index: true}),
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orm.Char("partner_name", orm.FieldOpts{String: "Company Name"}),
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orm.Char("email_from", orm.FieldOpts{String: "Email", Index: true}),
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orm.Char("phone", orm.FieldOpts{String: "Phone"}),
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orm.Char("website", orm.FieldOpts{String: "Website"}),
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orm.Char("function", orm.FieldOpts{String: "Job Position"}),
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orm.Selection("state", []orm.SelectionItem{
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{Value: "open", Label: "Open"},
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{Value: "won", Label: "Won"},
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{Value: "lost", Label: "Lost"},
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}, orm.FieldOpts{String: "Status", Default: "open"}),
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orm.Many2one("stage_id", "crm.stage", orm.FieldOpts{String: "Stage", Index: true}),
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orm.Many2one("user_id", "res.users", orm.FieldOpts{String: "Salesperson", Index: true}),
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orm.Many2one("team_id", "crm.team", orm.FieldOpts{String: "Sales Team", Index: true}),
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orm.Monetary("expected_revenue", orm.FieldOpts{
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String: "Expected Revenue", CurrencyField: "currency_id",
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}),
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orm.Monetary("recurring_revenue", orm.FieldOpts{
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String: "Recurring Revenue", CurrencyField: "currency_id",
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}),
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orm.Selection("recurring_plan", []orm.SelectionItem{
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{Value: "monthly", Label: "Monthly"},
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{Value: "quarterly", Label: "Quarterly"},
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{Value: "yearly", Label: "Yearly"},
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}, orm.FieldOpts{String: "Recurring Plan"}),
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orm.Date("date_deadline", orm.FieldOpts{String: "Expected Closing"}),
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orm.Datetime("date_last_stage_update", orm.FieldOpts{String: "Last Stage Update"}),
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orm.Selection("priority", []orm.SelectionItem{
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{Value: "0", Label: "Normal"},
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{Value: "1", Label: "Low"},
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{Value: "2", Label: "High"},
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{Value: "3", Label: "Very High"},
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}, orm.FieldOpts{String: "Priority", Default: "0"}),
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orm.Integer("color", orm.FieldOpts{String: "Color Index"}),
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orm.Many2many("tag_ids", "crm.tag", orm.FieldOpts{String: "Tags"}),
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orm.Many2one("company_id", "res.company", orm.FieldOpts{
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String: "Company", Index: true,
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}),
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orm.Many2one("currency_id", "res.currency", orm.FieldOpts{String: "Currency"}),
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orm.Float("probability", orm.FieldOpts{String: "Probability (%)"}),
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orm.Boolean("active", orm.FieldOpts{String: "Active", Default: true}),
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orm.Text("description", orm.FieldOpts{String: "Notes"}),
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orm.Many2one("lost_reason_id", "crm.lost.reason", orm.FieldOpts{String: "Lost Reason"}),
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// Address fields
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orm.Char("city", orm.FieldOpts{String: "City"}),
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orm.Char("street", orm.FieldOpts{String: "Street"}),
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orm.Char("zip", orm.FieldOpts{String: "Zip"}),
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orm.Many2one("country_id", "res.country", orm.FieldOpts{String: "Country"}),
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)
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// Onchange: stage_id -> auto-update probability from stage.
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// Mirrors: odoo/addons/crm/models/crm_lead.py _onchange_stage_id
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m.RegisterOnchange("stage_id", func(env *orm.Environment, vals orm.Values) orm.Values {
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result := make(orm.Values)
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stageID, ok := vals["stage_id"]
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if !ok || stageID == nil {
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return result
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}
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var sid float64
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switch v := stageID.(type) {
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case float64:
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sid = v
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case int64:
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sid = float64(v)
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case int:
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sid = float64(v)
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default:
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return result
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}
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if sid == 0 {
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return result
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}
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var probability float64
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if err := env.Tx().QueryRow(env.Ctx(),
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`SELECT COALESCE(probability, 10) FROM crm_stage WHERE id = $1`, int64(sid),
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).Scan(&probability); err != nil {
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return result
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}
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result["probability"] = probability
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result["date_last_stage_update"] = time.Now().Format("2006-01-02 15:04:05")
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return result
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})
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// DefaultGet: set company_id, user_id, team_id, type from session/defaults.
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// Mirrors: odoo/addons/crm/models/crm_lead.py default_get
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m.DefaultGet = func(env *orm.Environment, fields []string) orm.Values {
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vals := make(orm.Values)
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if env.CompanyID() > 0 {
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vals["company_id"] = env.CompanyID()
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}
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if env.UID() > 0 {
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vals["user_id"] = env.UID()
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}
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vals["type"] = "lead"
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// Try to find a default sales team for the user
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var teamID int64
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if env.UID() > 0 {
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if err := env.Tx().QueryRow(env.Ctx(),
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`SELECT ct.id FROM crm_team ct
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JOIN crm_team_member ctm ON ctm.crm_team_id = ct.id
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WHERE ctm.user_id = $1 AND ct.active = true
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ORDER BY ct.sequence LIMIT 1`, env.UID()).Scan(&teamID); err != nil {
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// No team found for user — not an error, just no default
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teamID = 0
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}
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}
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if teamID > 0 {
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vals["team_id"] = teamID
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}
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return vals
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}
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// action_set_won: mark lead as won, set date_closed, find won stage.
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// Mirrors: odoo/addons/crm/models/crm_lead.py action_set_won
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m.RegisterMethod("action_set_won", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
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env := rs.Env()
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var wonStageID int64
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env.Tx().QueryRow(env.Ctx(),
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`SELECT id FROM crm_stage WHERE is_won = true ORDER BY sequence LIMIT 1`).Scan(&wonStageID)
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for _, id := range rs.IDs() {
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var err error
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if wonStageID > 0 {
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_, err = env.Tx().Exec(env.Ctx(),
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`UPDATE crm_lead SET state = 'won', probability = 100, automated_probability = 100,
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date_closed = NOW(), active = true, stage_id = $2
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WHERE id = $1`, id, wonStageID)
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} else {
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_, err = env.Tx().Exec(env.Ctx(),
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`UPDATE crm_lead SET state = 'won', probability = 100, automated_probability = 100,
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date_closed = NOW(), active = true
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WHERE id = $1`, id)
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}
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if err != nil {
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return nil, fmt.Errorf("crm.lead: set_won %d: %w", id, err)
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}
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}
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return true, nil
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})
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// action_set_lost: mark lead as lost, accept lost_reason_id from kwargs.
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// Mirrors: odoo/addons/crm/models/crm_lead.py action_set_lost
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m.RegisterMethod("action_set_lost", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
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env := rs.Env()
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// Extract lost_reason_id from kwargs if provided
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var lostReasonID 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 rid, ok := kwargs["lost_reason_id"]; ok {
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switch v := rid.(type) {
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case float64:
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lostReasonID = int64(v)
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case int64:
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lostReasonID = v
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case int:
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lostReasonID = int64(v)
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}
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}
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}
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}
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for _, id := range rs.IDs() {
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var err error
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if lostReasonID > 0 {
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_, err = env.Tx().Exec(env.Ctx(),
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`UPDATE crm_lead SET state = 'lost', probability = 0, automated_probability = 0,
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active = false, date_closed = NOW(), lost_reason_id = $2
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WHERE id = $1`, id, lostReasonID)
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} else {
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_, err = env.Tx().Exec(env.Ctx(),
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`UPDATE crm_lead SET state = 'lost', probability = 0, automated_probability = 0,
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active = false, date_closed = NOW()
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WHERE id = $1`, id)
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}
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if err != nil {
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return nil, fmt.Errorf("crm.lead: set_lost %d: %w", id, err)
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}
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}
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return true, nil
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})
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// convert_to_opportunity: lead -> opportunity, set date_conversion.
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// Mirrors: odoo/addons/crm/models/crm_lead.py _convert_opportunity_data
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m.RegisterMethod("convert_to_opportunity", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
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env := rs.Env()
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for _, id := range rs.IDs() {
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if _, err := env.Tx().Exec(env.Ctx(),
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`UPDATE crm_lead SET type = 'opportunity', date_conversion = NOW(),
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date_open = COALESCE(date_open, NOW())
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WHERE id = $1 AND type = 'lead'`, id); err != nil {
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return nil, fmt.Errorf("crm.lead: convert_to_opportunity %d: %w", id, err)
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}
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}
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return true, nil
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})
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// convert_opportunity: convert lead to opportunity with optional partner/team assignment.
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// Mirrors: odoo/addons/crm/models/crm_lead.py convert_opportunity
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m.RegisterMethod("convert_opportunity", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
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env := rs.Env()
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// Optional partner_id from args
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var partnerID int64
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if len(args) > 0 {
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if pid, ok := args[0].(float64); ok {
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partnerID = int64(pid)
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}
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}
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for _, id := range rs.IDs() {
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if partnerID > 0 {
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env.Tx().Exec(env.Ctx(),
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`UPDATE crm_lead SET type = 'opportunity', date_conversion = NOW(),
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date_open = COALESCE(date_open, NOW()), partner_id = $2
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WHERE id = $1`, id, partnerID)
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} else {
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env.Tx().Exec(env.Ctx(),
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`UPDATE crm_lead SET type = 'opportunity', date_conversion = NOW(),
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date_open = COALESCE(date_open, NOW())
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WHERE id = $1`, id)
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}
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}
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return true, nil
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})
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// action_set_won_rainbowman: set won + rainbow effect.
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// Mirrors: odoo/addons/crm/models/crm_lead.py action_set_won_rainbowman
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m.RegisterMethod("action_set_won_rainbowman", func(rs *orm.Recordset, args ...interface{}) (interface{}, error) {
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env := rs.Env()
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// Find the first won stage
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var wonStageID int64
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env.Tx().QueryRow(env.Ctx(),
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`SELECT id FROM crm_stage WHERE is_won = true ORDER BY sequence LIMIT 1`).Scan(&wonStageID)
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for _, id := range rs.IDs() {
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if wonStageID > 0 {
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env.Tx().Exec(env.Ctx(),
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`UPDATE crm_lead SET state = 'won', probability = 100, automated_probability = 100,
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date_closed = NOW(), active = true, stage_id = $2
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WHERE id = $1`, id, wonStageID)
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} else {
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env.Tx().Exec(env.Ctx(),
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`UPDATE crm_lead SET state = 'won', probability = 100, automated_probability = 100,
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date_closed = NOW(), active = true
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WHERE id = $1`, id)
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}
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}
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return map[string]interface{}{
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"effect": map[string]interface{}{
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"type": "rainbow_man",
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"message": "Congrats, you won this opportunity!",
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"fadeout": "slow",
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},
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}, nil
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})
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}
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// initCRMStage registers the crm.stage model.
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// Mirrors: odoo/addons/crm/models/crm_stage.py
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func initCRMStage() {
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m := orm.NewModel("crm.stage", orm.ModelOpts{
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Description: "CRM Stage",
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Order: "sequence, name, id",
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})
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m.AddFields(
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orm.Char("name", orm.FieldOpts{String: "Stage Name", Required: true, Translate: true}),
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orm.Integer("sequence", orm.FieldOpts{String: "Sequence", Default: 1}),
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orm.Boolean("fold", orm.FieldOpts{String: "Folded in Pipeline"}),
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orm.Boolean("is_won", orm.FieldOpts{String: "Is Won Stage"}),
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orm.Float("probability", orm.FieldOpts{
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String: "Probability (%)",
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Help: "Default probability when a lead enters this stage.",
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Default: float64(10),
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}),
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orm.Many2many("team_ids", "crm.team", orm.FieldOpts{String: "Sales Teams"}),
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orm.Text("requirements", orm.FieldOpts{String: "Requirements"}),
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)
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}
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// initCRMTeam registers the crm.team model.
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// Mirrors: odoo/addons/crm/models/crm_team.py
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func initCRMTeam() {
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m := orm.NewModel("crm.team", orm.ModelOpts{
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Description: "Sales Team",
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Order: "sequence, name",
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})
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m.AddFields(
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orm.Char("name", orm.FieldOpts{String: "Sales Team", Required: true, Translate: true}),
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orm.Integer("sequence", orm.FieldOpts{String: "Sequence", Default: 10}),
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orm.Many2one("company_id", "res.company", orm.FieldOpts{
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String: "Company", Index: true,
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}),
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orm.Many2many("member_ids", "res.users", orm.FieldOpts{String: "Channel Members"}),
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orm.Integer("color", orm.FieldOpts{String: "Color Index"}),
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orm.Boolean("active", orm.FieldOpts{String: "Active", Default: true}),
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)
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}
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// initCRMTag registers the crm.tag model.
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// Mirrors: odoo/addons/crm/models/crm_lead.py CrmTag
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func initCRMTag() {
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orm.NewModel("crm.tag", orm.ModelOpts{
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Description: "CRM Tag",
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Order: "name",
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}).AddFields(
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orm.Char("name", orm.FieldOpts{String: "Tag Name", Required: true, Translate: true}),
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orm.Integer("color", orm.FieldOpts{String: "Color Index"}),
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)
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}
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// initCRMLostReason registers the crm.lost.reason model.
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// Mirrors: odoo/addons/crm/models/crm_lost_reason.py
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func initCRMLostReason() {
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orm.NewModel("crm.lost.reason", orm.ModelOpts{
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Description: "Opp. Lost Reason",
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Order: "name",
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}).AddFields(
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orm.Char("name", orm.FieldOpts{String: "Description", Required: true, Translate: true}),
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orm.Boolean("active", orm.FieldOpts{String: "Active", Default: true}),
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)
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}
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