1 # -*- coding: utf-8 -*-
2 ##############################################################################
4 # OpenERP, Open Source Management Solution
5 # Copyright (C) 2004-today OpenERP SA (<http://www.openerp.com>)
7 # This program is free software: you can redistribute it and/or modify
8 # it under the terms of the GNU Affero General Public License as
9 # published by the Free Software Foundation, either version 3 of the
10 # License, or (at your option) any later version.
12 # This program is distributed in the hope that it will be useful,
13 # but WITHOUT ANY WARRANTY; without even the implied warranty of
14 # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
15 # GNU Affero General Public License for more details.
17 # You should have received a copy of the GNU Affero General Public License
18 # along with this program. If not, see <http://www.gnu.org/licenses/>.
20 ##############################################################################
24 from lxml import etree
25 from osv import fields
28 from tools.translate import _
33 ('cancel', 'Cancelled'),
34 ('open', 'In Progress'),
35 ('pending', 'Pending'),
39 AVAILABLE_PRIORITIES = [
47 class crm_case_channel(osv.osv):
48 _name = "crm.case.channel"
49 _description = "Channels"
52 'name': fields.char('Channel Name', size=64, required=True),
53 'active': fields.boolean('Active'),
56 'active': lambda *a: 1,
59 class crm_case_stage(osv.osv):
60 """ Model for case stages. This models the main stages of a document
61 management flow. Main CRM objects (leads, opportunities, project
62 issues, ...) will now use only stages, instead of state and stages.
63 Stages are for example used to display the kanban view of records.
65 _name = "crm.case.stage"
66 _description = "Stage of case"
71 'name': fields.char('Stage Name', size=64, required=True, translate=True),
72 'sequence': fields.integer('Sequence', help="Used to order stages. Lower is better."),
73 'probability': fields.float('Probability (%)', required=True, help="This percentage depicts the default/average probability of the Case for this stage to be a success"),
74 'on_change': fields.boolean('Change Probability Automatically', help="Setting this stage will change the probability automatically on the opportunity."),
75 'requirements': fields.text('Requirements'),
76 'section_ids':fields.many2many('crm.case.section', 'section_stage_rel', 'stage_id', 'section_id', string='Sections',
77 help="Link between stages and sales teams. When set, this limitate the current stage to the selected sales teams."),
78 'state': fields.selection(AVAILABLE_STATES, 'State', required=True, help="The related state for the stage. The state of your document will automatically change regarding the selected stage. For example, if a stage is related to the state 'Close', when your document reaches this stage, it will be automatically have the 'closed' state."),
79 'case_default': fields.boolean('Common to All Teams',
80 help="If you check this field, this stage will be proposed by default on each sales team. It will not assign this stage to existing teams."),
81 'fold': fields.boolean('Hide in Views when Empty',
82 help="This stage is not visible, for example in status bar or kanban view, when there are no records in that stage to display."),
83 'type': fields.selection([ ('lead','Lead'),
84 ('opportunity', 'Opportunity'),
86 string='Type', size=16, required=True,
87 help="This field is used to distinguish stages related to Leads from stages related to Opportunities, or to specify stages available for both types."),
91 'sequence': lambda *args: 1,
92 'probability': lambda *args: 0.0,
98 class crm_case_section(osv.osv):
99 """ Model for sales teams. """
100 _name = "crm.case.section"
101 _inherits = {'mail.alias': 'alias_id'}
102 _description = "Sales Teams"
103 _order = "complete_name"
105 def get_full_name(self, cr, uid, ids, field_name, arg, context=None):
106 return dict(self.name_get(cr, uid, ids, context=context))
109 'name': fields.char('Sales Team', size=64, required=True, translate=True),
110 'complete_name': fields.function(get_full_name, type='char', size=256, readonly=True, store=True),
111 'code': fields.char('Code', size=8),
112 'active': fields.boolean('Active', help="If the active field is set to "\
113 "true, it will allow you to hide the sales team without removing it."),
114 'allow_unlink': fields.boolean('Allow Delete', help="Allows to delete non draft cases"),
115 'change_responsible': fields.boolean('Reassign Escalated', help="When escalating to this team override the salesman with the team leader."),
116 'user_id': fields.many2one('res.users', 'Team Leader'),
117 'member_ids':fields.many2many('res.users', 'sale_member_rel', 'section_id', 'member_id', 'Team Members'),
118 'reply_to': fields.char('Reply-To', size=64, help="The email address put in the 'Reply-To' of all emails sent by OpenERP about cases in this sales team"),
119 'parent_id': fields.many2one('crm.case.section', 'Parent Team'),
120 'child_ids': fields.one2many('crm.case.section', 'parent_id', 'Child Teams'),
121 'resource_calendar_id': fields.many2one('resource.calendar', "Working Time", help="Used to compute open days"),
122 'note': fields.text('Description'),
123 'working_hours': fields.float('Working Hours', digits=(16,2 )),
124 'stage_ids': fields.many2many('crm.case.stage', 'section_stage_rel', 'section_id', 'stage_id', 'Stages'),
125 'alias_id': fields.many2one('mail.alias', 'Alias', ondelete="cascade", required=True,
126 help="The email address associated with this team. New emails received will automatically "
127 "create new leads assigned to the team."),
130 def _get_stage_common(self, cr, uid, context):
131 ids = self.pool.get('crm.case.stage').search(cr, uid, [('case_default','=',1)], context=context)
135 'active': lambda *a: 1,
136 'allow_unlink': lambda *a: 1,
137 'stage_ids': _get_stage_common
141 ('code_uniq', 'unique (code)', 'The code of the sales team must be unique !')
145 (osv.osv._check_recursion, 'Error ! You cannot create recursive Sales team.', ['parent_id'])
148 def name_get(self, cr, uid, ids, context=None):
149 """Overrides orm name_get method"""
150 if not isinstance(ids, list) :
155 reads = self.read(cr, uid, ids, ['name', 'parent_id'], context)
158 name = record['name']
159 if record['parent_id']:
160 name = record['parent_id'][1] + ' / ' + name
161 res.append((record['id'], name))
164 def create(self, cr, uid, vals, context=None):
165 mail_alias = self.pool.get('mail.alias')
166 if not vals.get('alias_id'):
167 vals.pop('alias_name', None) # prevent errors during copy()
168 alias_id = mail_alias.create_unique_alias(cr, uid,
169 {'alias_name': vals['name']},
170 model_name="crm.lead",
172 vals['alias_id'] = alias_id
173 res = super(crm_case_section, self).create(cr, uid, vals, context)
174 mail_alias.write(cr, uid, [vals['alias_id']], {'alias_defaults': {'section_id': res, 'type':'lead'}}, context)
177 def unlink(self, cr, uid, ids, context=None):
178 # Cascade-delete mail aliases as well, as they should not exist without the sales team.
179 mail_alias = self.pool.get('mail.alias')
180 alias_ids = [team.alias_id.id for team in self.browse(cr, uid, ids, context=context) if team.alias_id ]
181 res = super(crm_case_section, self).unlink(cr, uid, ids, context=context)
182 mail_alias.unlink(cr, uid, alias_ids, context=context)
185 class crm_case_categ(osv.osv):
186 """ Category of Case """
187 _name = "crm.case.categ"
188 _description = "Category of Case"
190 'name': fields.char('Name', size=64, required=True, translate=True),
191 'section_id': fields.many2one('crm.case.section', 'Sales Team'),
192 'object_id': fields.many2one('ir.model', 'Object Name'),
195 def _find_object_id(self, cr, uid, context=None):
196 """Finds id for case object"""
197 object_id = context and context.get('object_id', False) or False
198 ids = self.pool.get('ir.model').search(cr, uid, [('id', '=', object_id)])
199 return ids and ids[0] or False
202 'object_id' : _find_object_id
205 class crm_case_resource_type(osv.osv):
206 """ Resource Type of case """
207 _name = "crm.case.resource.type"
208 _description = "Campaign"
211 'name': fields.char('Campaign Name', size=64, required=True, translate=True),
212 'section_id': fields.many2one('crm.case.section', 'Sales Team'),
216 def _links_get(self, cr, uid, context=None):
217 """Gets links value for reference field"""
218 obj = self.pool.get('res.request.link')
219 ids = obj.search(cr, uid, [])
220 res = obj.read(cr, uid, ids, ['object', 'name'], context)
221 return [(r['object'], r['name']) for r in res]
223 class crm_payment_mode(osv.osv):
224 """ Payment Mode for Fund """
225 _name = "crm.payment.mode"
226 _description = "CRM Payment Mode"
228 'name': fields.char('Name', size=64, required=True),
229 'section_id': fields.many2one('crm.case.section', 'Sales Team'),
232 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: