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 ##############################################################################
22 from openerp.addons.base_status.base_stage import base_stage
24 from openerp.addons.crm import crm
25 from openerp.osv import fields, osv
27 from openerp import tools
28 from openerp.tools.translate import _
29 from openerp.tools import html2plaintext
31 CRM_CLAIM_PENDING_STATES = (
32 crm.AVAILABLE_STATES[2][0], # Cancelled
33 crm.AVAILABLE_STATES[3][0], # Done
34 crm.AVAILABLE_STATES[4][0], # Pending
37 class crm_claim_stage(osv.osv):
38 """ Model for claim stages. This models the main stages of a claim
39 management flow. Main CRM objects (leads, opportunities, project
40 issues, ...) will now use only stages, instead of state and stages.
41 Stages are for example used to display the kanban view of records.
43 _name = "crm.claim.stage"
44 _description = "Claim stages"
49 'name': fields.char('Stage Name', size=64, required=True, translate=True),
50 'sequence': fields.integer('Sequence', help="Used to order stages. Lower is better."),
51 'section_ids':fields.many2many('crm.case.section', 'section_claim_stage_rel', 'stage_id', 'section_id', string='Sections',
52 help="Link between stages and sales teams. When set, this limitate the current stage to the selected sales teams."),
53 'state': fields.selection(crm.AVAILABLE_STATES, 'Status', required=True, help="The related status for the stage. The status of your document will automatically change regarding the selected stage. For example, if a stage is related to the status 'Close', when your document reaches this stage, it will be automatically have the 'closed' status."),
54 'case_refused': fields.boolean('Refused stage',
55 help='Refused stages are specific stages for done.'),
56 'case_default': fields.boolean('Common to All Teams',
57 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."),
58 'fold': fields.boolean('Hide in Views when Empty',
59 help="This stage is not visible, for example in status bar or kanban view, when there are no records in that stage to display."),
63 'sequence': lambda *args: 1,
66 'case_refused': False,
69 class crm_claim(base_stage, osv.osv):
73 _description = "Claim"
74 _order = "priority,date desc"
75 _inherit = ['mail.thread']
78 'id': fields.integer('ID', readonly=True),
79 'name': fields.char('Claim Subject', size=128, required=True),
80 'active': fields.boolean('Active'),
81 'action_next': fields.char('Next Action', size=200),
82 'date_action_next': fields.datetime('Next Action Date'),
83 'description': fields.text('Description'),
84 'resolution': fields.text('Resolution'),
85 'create_date': fields.datetime('Creation Date' , readonly=True),
86 'write_date': fields.datetime('Update Date' , readonly=True),
87 'date_deadline': fields.date('Deadline'),
88 'date_closed': fields.datetime('Closed', readonly=True),
89 'date': fields.datetime('Claim Date', select=True),
90 'ref' : fields.reference('Reference', selection=crm._links_get, size=128),
91 'categ_id': fields.many2one('crm.case.categ', 'Category', \
92 domain="[('section_id','=',section_id),\
93 ('object_id.model', '=', 'crm.claim')]"),
94 'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
95 'type_action': fields.selection([('correction','Corrective Action'),('prevention','Preventive Action')], 'Action Type'),
96 'user_id': fields.many2one('res.users', 'Responsible'),
97 'user_fault': fields.char('Trouble Responsible', size=64),
98 'section_id': fields.many2one('crm.case.section', 'Sales Team', \
99 select=True, help="Responsible sales team."\
100 " Define Responsible user and Email account for"\
102 'company_id': fields.many2one('res.company', 'Company'),
103 'partner_id': fields.many2one('res.partner', 'Partner'),
104 'email_cc': fields.text('Watchers Emails', size=252, help="These email addresses will be added to the CC field of all inbound and outbound emails for this record before being sent. Separate multiple email addresses with a comma"),
105 'email_from': fields.char('Email', size=128, help="Destination email for email gateway."),
106 'partner_phone': fields.char('Phone', size=32),
107 'stage_id': fields.many2one ('crm.claim.stage', 'Stage', track_visibility='onchange',
108 domain="['&',('fold', '=', False),'|', ('section_ids', '=', section_id), ('case_default', '=', True)]"),
109 'cause': fields.text('Root Cause'),
110 'state': fields.related('stage_id', 'state', type="selection", store=True,
111 selection=crm.AVAILABLE_STATES, string="Status", readonly=True,
112 help='The status is set to \'Draft\', when a case is created.\
113 If the case is in progress the status is set to \'Open\'.\
114 When the case is over, the status is set to \'Done\'.\
115 If the case needs to be reviewed then the status is \
116 set to \'Pending\'.'),
120 'user_id': lambda s, cr, uid, c: s._get_default_user(cr, uid, c),
121 'partner_id': lambda s, cr, uid, c: s._get_default_partner(cr, uid, c),
122 'email_from': lambda s, cr, uid, c: s._get_default_email(cr, uid, c),
123 'section_id': lambda s, cr, uid, c: s._get_default_section_id(cr, uid, c),
124 'date': fields.datetime.now,
125 'company_id': lambda s, cr, uid, c: s.pool.get('res.company')._company_default_get(cr, uid, 'crm.case', context=c),
126 'priority': lambda *a: crm.AVAILABLE_PRIORITIES[2][0],
127 'active': lambda *a: 1,
128 'stage_id':lambda s, cr, uid, c: s._get_default_stage_id(cr, uid, c)
131 def stage_find(self, cr, uid, cases, section_id, domain=[], order='sequence', context=None):
132 """ Override of the base.stage method
133 Parameter of the stage search taken from the lead:
134 - section_id: if set, stages must belong to this section or
137 if isinstance(cases, (int, long)):
138 cases = self.browse(cr, uid, cases, context=context)
139 # collect all section_ids
142 section_ids.append(section_id)
145 section_ids.append(claim.section_id.id)
146 # OR all section_ids and OR with case_default
149 search_domain += [('|')] * len(section_ids)
150 for section_id in section_ids:
151 search_domain.append(('section_ids', '=', section_id))
152 search_domain.append(('case_default', '=', True))
153 # AND with the domain in parameter
154 search_domain += list(domain)
155 # perform search, return the first found
156 stage_ids = self.pool.get('crm.claim.stage').search(cr, uid, search_domain, order=order, context=context)
161 def case_refuse(self, cr, uid, ids, context=None):
162 """ Mark the case as refused: state=done and case_refused=True """
163 for lead in self.browse(cr, uid, ids):
164 stage_id = self.stage_find(cr, uid, [lead], lead.section_id.id or False, ['&', ('state', '=', 'done'), ('case_refused', '=', True)], context=context)
166 self.case_set(cr, uid, [lead.id], values_to_update={}, new_stage_id=stage_id, context=context)
169 def onchange_partner_id(self, cr, uid, ids, part, email=False):
170 """This function returns value of partner address based on partner
171 :param part: Partner's id
172 :param email: ignored
175 return {'value': {'email_from': False,
176 'partner_phone': False
179 address = self.pool.get('res.partner').browse(cr, uid, part)
180 return {'value': {'email_from': address.email, 'partner_phone': address.phone}}
182 # -------------------------------------------------------
184 # -------------------------------------------------------
186 def message_new(self, cr, uid, msg, custom_values=None, context=None):
187 """ Overrides mail_thread message_new that is called by the mailgateway
188 through message_process.
189 This override updates the document according to the email.
191 if custom_values is None: custom_values = {}
192 desc = html2plaintext(msg.get('body')) if msg.get('body') else ''
194 'name': msg.get('subject') or _("No Subject"),
196 'email_from': msg.get('from'),
197 'email_cc': msg.get('cc'),
198 'partner_id': msg.get('author_id', False),
200 if msg.get('priority'):
201 defaults['priority'] = msg.get('priority')
202 defaults.update(custom_values)
203 return super(crm_claim,self).message_new(cr, uid, msg, custom_values=defaults, context=context)
205 def message_update(self, cr, uid, ids, msg, update_vals=None, context=None):
206 """ Overrides mail_thread message_update that is called by the mailgateway
207 through message_process.
208 This method updates the document according to the email.
210 if isinstance(ids, (str, int, long)):
212 if update_vals is None: update_vals = {}
214 if msg.get('priority') in dict(crm.AVAILABLE_PRIORITIES):
215 update_vals['priority'] = msg.get('priority')
218 'cost':'planned_cost',
219 'revenue': 'planned_revenue',
220 'probability':'probability'
222 for line in msg['body'].split('\n'):
224 res = tools.command_re.match(line)
225 if res and maps.get(res.group(1).lower()):
226 key = maps.get(res.group(1).lower())
227 update_vals[key] = res.group(2).lower()
229 return super(crm_claim,self).message_update(cr, uid, ids, msg, update_vals=update_vals, context=context)
231 class res_partner(osv.osv):
232 _inherit = 'res.partner'
234 'claims_ids': fields.one2many('crm.claim', 'partner_id', 'Claims'),
237 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: