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 base_status.base_stage import base_stage
25 from crm import wizard
26 from osv import fields, osv
29 from tools.translate import _
31 wizard.mail_compose_message.SUPPORTED_MODELS.append('crm.claim')
33 CRM_CLAIM_PENDING_STATES = (
34 crm.AVAILABLE_STATES[2][0], # Cancelled
35 crm.AVAILABLE_STATES[3][0], # Done
36 crm.AVAILABLE_STATES[4][0], # Pending
39 class crm_claim_stage(osv.osv):
40 """ Model for claim stages. This models the main stages of a claim
41 management flow. Main CRM objects (leads, opportunities, project
42 issues, ...) will now use only stages, instead of state and stages.
43 Stages are for example used to display the kanban view of records.
45 _name = "crm.claim.stage"
46 _description = "Claim stages"
51 'name': fields.char('Stage Name', size=64, required=True, translate=True),
52 'sequence': fields.integer('Sequence', help="Used to order stages. Lower is better."),
53 'section_ids':fields.many2many('crm.case.section', 'section_claim_stage_rel', 'stage_id', 'section_id', string='Sections',
54 help="Link between stages and sales teams. When set, this limitate the current stage to the selected sales teams."),
55 'state': fields.selection(crm.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."),
56 'case_refused': fields.boolean('Refused stage',
57 help='Refused stages are specific stages for done.'),
58 'case_default': fields.boolean('Common to All Teams',
59 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."),
60 'fold': fields.boolean('Hide in Views when Empty',
61 help="This stage is not visible, for example in status bar or kanban view, when there are no records in that stage to display."),
65 'sequence': lambda *args: 1,
68 'case_refused': False,
71 class crm_claim(base_stage, osv.osv):
75 _description = "Claim"
76 _order = "priority,date desc"
77 _inherit = ['mail.thread']
79 'id': fields.integer('ID', readonly=True),
80 'name': fields.char('Claim Subject', size=128, required=True),
81 'active': fields.boolean('Active'),
82 'action_next': fields.char('Next Action', size=200),
83 'date_action_next': fields.datetime('Next Action Date'),
84 'description': fields.text('Description'),
85 'resolution': fields.text('Resolution'),
86 'create_date': fields.datetime('Creation Date' , readonly=True),
87 'write_date': fields.datetime('Update Date' , readonly=True),
88 'date_deadline': fields.date('Deadline'),
89 'date_closed': fields.datetime('Closed', readonly=True),
90 'date': fields.datetime('Claim Date', select=True),
91 'ref' : fields.reference('Reference', selection=crm._links_get, size=128),
92 'categ_id': fields.many2one('crm.case.categ', 'Category', \
93 domain="[('section_id','=',section_id),\
94 ('object_id.model', '=', 'crm.claim')]"),
95 'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
96 'type_action': fields.selection([('correction','Corrective Action'),('prevention','Preventive Action')], 'Action Type'),
97 'user_id': fields.many2one('res.users', 'Responsible'),
98 'user_fault': fields.char('Trouble Responsible', size=64),
99 'section_id': fields.many2one('crm.case.section', 'Sales Team', \
100 select=True, help="Sales team to which Case belongs to."\
101 "Define Responsible user and Email account for"\
103 'company_id': fields.many2one('res.company', 'Company'),
104 'partner_id': fields.many2one('res.partner', 'Partner'),
105 '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"),
106 'email_from': fields.char('Email', size=128, help="These people will receive email."),
107 'partner_phone': fields.char('Phone', size=32),
108 'stage_id': fields.many2one ('crm.claim.stage', 'Stage',
109 domain="['|', ('section_ids', '=', section_id), ('case_default', '=', True)]"),
110 'cause': fields.text('Root Cause'),
111 'state': fields.related('stage_id', 'state', type="selection", store=True,
112 selection=crm.AVAILABLE_STATES, string="State", readonly=True,
113 help='The state is set to \'Draft\', when a case is created.\
114 If the case is in progress the state is set to \'Open\'.\
115 When the case is over, the state is set to \'Done\'.\
116 If the case needs to be reviewed then the state is \
117 set to \'Pending\'.'),
121 'user_id': lambda s, cr, uid, c: s._get_default_user(cr, uid, c),
122 'partner_id': lambda s, cr, uid, c: s._get_default_partner(cr, uid, c),
123 'email_from': lambda s, cr, uid, c: s._get_default_email(cr, uid, c),
124 'section_id': lambda s, cr, uid, c: s._get_default_section_id(cr, uid, c),
125 'date': fields.datetime.now,
126 'company_id': lambda s, cr, uid, c: s.pool.get('res.company')._company_default_get(cr, uid, 'crm.case', context=c),
127 'priority': lambda *a: crm.AVAILABLE_PRIORITIES[2][0],
128 'active': lambda *a: 1
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 create(self, cr, uid, vals, context=None):
162 obj_id = super(crm_claim, self).create(cr, uid, vals, context)
163 self.create_send_note(cr, uid, [obj_id], context=context)
166 def case_refuse(self, cr, uid, ids, context=None):
167 """ Mark the case as refused: state=done and case_refused=True """
168 for lead in self.browse(cr, uid, ids):
169 stage_id = self.stage_find(cr, uid, [lead], lead.section_id.id or False, ['&', ('state', '=', 'done'), ('case_refused', '=', True)], context=context)
171 self.case_set(cr, uid, [lead.id], values_to_update={}, new_stage_id=stage_id, context=context)
172 return self.case_refuse_send_note(cr, uid, ids, context=context)
174 def onchange_partner_id(self, cr, uid, ids, part, email=False):
175 """This function returns value of partner address based on partner
176 :param part: Partner's id
177 :param email: ignored
180 return {'value': {'email_from': False,
181 'partner_phone': False
184 address = self.pool.get('res.partner').browse(cr, uid, part)
185 return {'value': {'email_from': address.email, 'partner_phone': address.phone}}
187 # -------------------------------------------------------
189 # -------------------------------------------------------
191 def message_new(self, cr, uid, msg, custom_values=None, context=None):
192 """ Overrides mail_thread message_new that is called by the mailgateway
193 through message_process.
194 This override updates the document according to the email.
196 if custom_values is None: custom_values = {}
197 custom_values.update({
198 'name': msg.get('subject') or _("No Subject"),
199 'description': msg.get('body_text'),
200 'email_from': msg.get('from'),
201 'email_cc': msg.get('cc'),
203 if msg.get('priority'):
204 custom_values['priority'] = msg.get('priority')
205 custom_values.update(self.message_partner_by_email(cr, uid, msg.get('from'), context=context))
206 return super(crm_claim,self).message_new(cr, uid, msg, custom_values=custom_values, context=context)
208 def message_update(self, cr, uid, ids, msg, update_vals=None, context=None):
209 """ Overrides mail_thread message_update that is called by the mailgateway
210 through message_process.
211 This method updates the document according to the email.
213 if isinstance(ids, (str, int, long)):
215 if update_vals is None: update_vals = {}
217 if msg.get('priority') in dict(crm.AVAILABLE_PRIORITIES):
218 update_vals['priority'] = msg.get('priority')
221 'cost':'planned_cost',
222 'revenue': 'planned_revenue',
223 'probability':'probability'
225 for line in msg['body_text'].split('\n'):
227 res = tools.misc.command_re.match(line)
228 if res and maps.get(res.group(1).lower()):
229 key = maps.get(res.group(1).lower())
230 update_vals[key] = res.group(2).lower()
232 return super(crm_claim,self).message_update(cr, uid, ids, msg, update_vals=update_vals, context=context)
234 # ---------------------------------------------------
235 # OpenChatter methods and notifications
236 # ---------------------------------------------------
238 def case_get_note_msg_prefix(self, cr, uid, id, context=None):
239 """ Override of default prefix for notifications. """
242 def create_send_note(self, cr, uid, ids, context=None):
243 msg = _('Claim has been <b>created</b>.')
244 return self.message_append_note(cr, uid, ids, body=msg, context=context)
246 def case_refuse_send_note(self, cr, uid, ids, context=None):
247 msg = _('Claim has been <b>refused</b>.')
248 return self.message_append_note(cr, uid, ids, body=msg, context=context)
250 def stage_set_send_note(self, cr, uid, ids, stage_id, context=None):
251 """ Override of the (void) default notification method. """
252 stage_name = self.pool.get('crm.claim.stage').name_get(cr, uid, [stage_id], context=context)[0][1]
253 return self.message_append_note(cr, uid, ids, body= _("Stage changed to <b>%s</b>.") % (stage_name), context=context)
256 class res_partner(osv.osv):
257 _inherit = 'res.partner'
259 'claims_ids': fields.one2many('crm.claim', 'partner_id', 'Claims'),
262 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: