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)
137 'stage_ids': _get_stage_common,
138 'alias_domain': False, # always hide alias during creation
142 ('code_uniq', 'unique (code)', 'The code of the sales team must be unique !')
146 (osv.osv._check_recursion, 'Error ! You cannot create recursive Sales team.', ['parent_id'])
149 def name_get(self, cr, uid, ids, context=None):
150 """Overrides orm name_get method"""
151 if not isinstance(ids, list) :
156 reads = self.read(cr, uid, ids, ['name', 'parent_id'], context)
159 name = record['name']
160 if record['parent_id']:
161 name = record['parent_id'][1] + ' / ' + name
162 res.append((record['id'], name))
165 def create(self, cr, uid, vals, context=None):
166 mail_alias = self.pool.get('mail.alias')
167 if not vals.get('alias_id'):
168 vals.pop('alias_name', None) # prevent errors during copy()
169 alias_id = mail_alias.create_unique_alias(cr, uid,
170 {'alias_name': vals['name']},
171 model_name="crm.lead",
173 vals['alias_id'] = alias_id
174 res = super(crm_case_section, self).create(cr, uid, vals, context)
175 mail_alias.write(cr, uid, [vals['alias_id']], {'alias_defaults': {'section_id': res, 'type':'lead'}}, context)
178 def unlink(self, cr, uid, ids, context=None):
179 # Cascade-delete mail aliases as well, as they should not exist without the sales team.
180 mail_alias = self.pool.get('mail.alias')
181 alias_ids = [team.alias_id.id for team in self.browse(cr, uid, ids, context=context) if team.alias_id ]
182 res = super(crm_case_section, self).unlink(cr, uid, ids, context=context)
183 mail_alias.unlink(cr, uid, alias_ids, context=context)
186 class crm_case_categ(osv.osv):
187 """ Category of Case """
188 _name = "crm.case.categ"
189 _description = "Category of Case"
191 'name': fields.char('Name', size=64, required=True, translate=True),
192 'section_id': fields.many2one('crm.case.section', 'Sales Team'),
193 'object_id': fields.many2one('ir.model', 'Object Name'),
196 def _find_object_id(self, cr, uid, context=None):
197 """Finds id for case object"""
198 object_id = context and context.get('object_id', False) or False
199 ids = self.pool.get('ir.model').search(cr, uid, [('id', '=', object_id)])
200 return ids and ids[0] or False
203 'object_id' : _find_object_id
206 class crm_case_resource_type(osv.osv):
207 """ Resource Type of case """
208 _name = "crm.case.resource.type"
209 _description = "Campaign"
212 'name': fields.char('Campaign Name', size=64, required=True, translate=True),
213 'section_id': fields.many2one('crm.case.section', 'Sales Team'),
217 def _links_get(self, cr, uid, context=None):
218 """Gets links value for reference field"""
219 obj = self.pool.get('res.request.link')
220 ids = obj.search(cr, uid, [])
221 res = obj.read(cr, uid, ids, ['object', 'name'], context)
222 return [(r['object'], r['name']) for r in res]
224 class crm_payment_mode(osv.osv):
225 """ Payment Mode for Fund """
226 _name = "crm.payment.mode"
227 _description = "CRM Payment Mode"
229 'name': fields.char('Name', size=64, required=True),
230 'section_id': fields.many2one('crm.case.section', 'Sales Team'),
233 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: