goodie/addons/crm/models/crm.go

package models

import "odoo-go/pkg/orm"

// initCRMLead registers the crm.lead model.
// Mirrors: odoo/addons/crm/models/crm_lead.py
func initCRMLead() {
	m := orm.NewModel("crm.lead", orm.ModelOpts{
		Description: "Lead/Opportunity",
		Order:       "priority desc, id desc",
		RecName:     "name",
	})

	m.AddFields(
		orm.Char("name", orm.FieldOpts{String: "Opportunity", Required: true, Index: true}),
		orm.Selection("type", []orm.SelectionItem{
			{Value: "lead", Label: "Lead"},
			{Value: "opportunity", Label: "Opportunity"},
		}, orm.FieldOpts{String: "Type", Required: true, Default: "lead", Index: true}),
		orm.Many2one("partner_id", "res.partner", orm.FieldOpts{String: "Customer", Index: true}),
		orm.Char("partner_name", orm.FieldOpts{String: "Company Name"}),
		orm.Char("email_from", orm.FieldOpts{String: "Email", Index: true}),
		orm.Char("phone", orm.FieldOpts{String: "Phone"}),
		orm.Char("website", orm.FieldOpts{String: "Website"}),
		orm.Char("function", orm.FieldOpts{String: "Job Position"}),
		orm.Selection("state", []orm.SelectionItem{
			{Value: "open", Label: "Open"},
			{Value: "won", Label: "Won"},
			{Value: "lost", Label: "Lost"},
		}, orm.FieldOpts{String: "Status", Default: "open"}),
		orm.Many2one("stage_id", "crm.stage", orm.FieldOpts{String: "Stage", Index: true}),
		orm.Many2one("user_id", "res.users", orm.FieldOpts{String: "Salesperson", Index: true}),
		orm.Many2one("team_id", "crm.team", orm.FieldOpts{String: "Sales Team", Index: true}),
		orm.Monetary("expected_revenue", orm.FieldOpts{
			String: "Expected Revenue", CurrencyField: "currency_id",
		}),
		orm.Monetary("recurring_revenue", orm.FieldOpts{
			String: "Recurring Revenue", CurrencyField: "currency_id",
		}),
		orm.Selection("recurring_plan", []orm.SelectionItem{
			{Value: "monthly", Label: "Monthly"},
			{Value: "quarterly", Label: "Quarterly"},
			{Value: "yearly", Label: "Yearly"},
		}, orm.FieldOpts{String: "Recurring Plan"}),
		orm.Date("date_deadline", orm.FieldOpts{String: "Expected Closing"}),
		orm.Datetime("date_last_stage_update", orm.FieldOpts{String: "Last Stage Update"}),
		orm.Selection("priority", []orm.SelectionItem{
			{Value: "0", Label: "Normal"},
			{Value: "1", Label: "Low"},
			{Value: "2", Label: "High"},
			{Value: "3", Label: "Very High"},
		}, orm.FieldOpts{String: "Priority", Default: "0"}),
		orm.Integer("color", orm.FieldOpts{String: "Color Index"}),
		orm.Many2many("tag_ids", "crm.tag", orm.FieldOpts{String: "Tags"}),
		orm.Many2one("company_id", "res.company", orm.FieldOpts{
			String: "Company", Index: true,
		}),
		orm.Many2one("currency_id", "res.currency", orm.FieldOpts{String: "Currency"}),
		orm.Float("probability", orm.FieldOpts{String: "Probability (%)"}),
		orm.Boolean("active", orm.FieldOpts{String: "Active", Default: true}),
		orm.Text("description", orm.FieldOpts{String: "Notes"}),
		orm.Many2one("lost_reason_id", "crm.lost.reason", orm.FieldOpts{String: "Lost Reason"}),
		// Address fields
		orm.Char("city", orm.FieldOpts{String: "City"}),
		orm.Char("street", orm.FieldOpts{String: "Street"}),
		orm.Char("zip", orm.FieldOpts{String: "Zip"}),
		orm.Many2one("country_id", "res.country", orm.FieldOpts{String: "Country"}),
	)

	// DefaultGet: set company_id from the session so that DB NOT NULL constraint is satisfied
	m.DefaultGet = func(env *orm.Environment, fields []string) orm.Values {
		vals := make(orm.Values)
		if env.CompanyID() > 0 {
			vals["company_id"] = env.CompanyID()
		}
		return vals
	}

	// action_set_won: mark lead as won
	m.RegisterMethod("action_set_won", 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 state = 'won', probability = 100 WHERE id = $1`, id)
		}
		return true, nil
	})

	// action_set_lost: mark lead as lost
	m.RegisterMethod("action_set_lost", 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 state = 'lost', probability = 0, active = false WHERE id = $1`, id)
		}
		return true, nil
	})

	// convert_to_opportunity: lead → opportunity
	m.RegisterMethod("convert_to_opportunity", 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 type = 'opportunity' WHERE id = $1 AND type = 'lead'`, id)
		}
		return true, nil
	})
}

// initCRMStage registers the crm.stage model.
// Mirrors: odoo/addons/crm/models/crm_stage.py
func initCRMStage() {
	m := orm.NewModel("crm.stage", orm.ModelOpts{
		Description: "CRM Stage",
		Order:       "sequence, name, id",
	})

	m.AddFields(
		orm.Char("name", orm.FieldOpts{String: "Stage Name", Required: true, Translate: true}),
		orm.Integer("sequence", orm.FieldOpts{String: "Sequence", Default: 1}),
		orm.Boolean("fold", orm.FieldOpts{String: "Folded in Pipeline"}),
		orm.Boolean("is_won", orm.FieldOpts{String: "Is Won Stage"}),
		orm.Many2many("team_ids", "crm.team", orm.FieldOpts{String: "Sales Teams"}),
		orm.Text("requirements", orm.FieldOpts{String: "Requirements"}),
	)
}

// initCRMTeam registers the crm.team model.
// Mirrors: odoo/addons/crm/models/crm_team.py
func initCRMTeam() {
	m := orm.NewModel("crm.team", orm.ModelOpts{
		Description: "Sales Team",
		Order:       "sequence, name",
	})

	m.AddFields(
		orm.Char("name", orm.FieldOpts{String: "Sales Team", Required: true, Translate: true}),
		orm.Integer("sequence", orm.FieldOpts{String: "Sequence", Default: 10}),
		orm.Many2one("company_id", "res.company", orm.FieldOpts{
			String: "Company", Index: true,
		}),
		orm.Many2many("member_ids", "res.users", orm.FieldOpts{String: "Channel Members"}),
		orm.Integer("color", orm.FieldOpts{String: "Color Index"}),
		orm.Boolean("active", orm.FieldOpts{String: "Active", Default: true}),
	)
}

// initCRMTag registers the crm.tag model.
// Mirrors: odoo/addons/crm/models/crm_lead.py CrmTag
func initCRMTag() {
	orm.NewModel("crm.tag", orm.ModelOpts{
		Description: "CRM Tag",
		Order:       "name",
	}).AddFields(
		orm.Char("name", orm.FieldOpts{String: "Tag Name", Required: true, Translate: true}),
		orm.Integer("color", orm.FieldOpts{String: "Color Index"}),
	)
}

// initCRMLostReason registers the crm.lost.reason model.
// Mirrors: odoo/addons/crm/models/crm_lost_reason.py
func initCRMLostReason() {
	orm.NewModel("crm.lost.reason", orm.ModelOpts{
		Description: "Opp. Lost Reason",
		Order:       "name",
	}).AddFields(
		orm.Char("name", orm.FieldOpts{String: "Description", Required: true, Translate: true}),
		orm.Boolean("active", orm.FieldOpts{String: "Active", Default: true}),
	)
}