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 osv import fields, osv
28 from tools.translate import _
30 CRM_CLAIM_PENDING_STATES = (
31 crm.AVAILABLE_STATES[2][0], # Cancelled
32 crm.AVAILABLE_STATES[3][0], # Done
33 crm.AVAILABLE_STATES[4][0], # Pending
36 class crm_claim_stage(osv.osv):
37 """ Model for claim stages. This models the main stages of a claim
38 management flow. Main CRM objects (leads, opportunities, project
39 issues, ...) will now use only stages, instead of state and stages.
40 Stages are for example used to display the kanban view of records.
42 _name = "crm.claim.stage"
43 _description = "Claim stages"
48 'name': fields.char('Stage Name', size=64, required=True, translate=True),
49 'sequence': fields.integer('Sequence', help="Used to order stages. Lower is better."),
50 'section_ids':fields.many2many('crm.case.section', 'section_claim_stage_rel', 'stage_id', 'section_id', string='Sections',
51 help="Link between stages and sales teams. When set, this limitate the current stage to the selected sales teams."),
52 '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."),
53 'case_refused': fields.boolean('Refused stage',
54 help='Refused stages are specific stages for done.'),
55 'case_default': fields.boolean('Common to All Teams',
56 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."),
57 'fold': fields.boolean('Hide in Views when Empty',
58 help="This stage is not visible, for example in status bar or kanban view, when there are no records in that stage to display."),
62 'sequence': lambda *args: 1,
65 'case_refused': False,
68 class crm_claim(base_stage, osv.osv):
72 _description = "Claim"
73 _order = "priority,date desc"
74 _inherit = ['mail.thread']
75 _mail_compose_message = True
77 'id': fields.integer('ID', readonly=True),
78 'name': fields.char('Claim Subject', size=128, required=True),
79 'active': fields.boolean('Active'),
80 'action_next': fields.char('Next Action', size=200),
81 'date_action_next': fields.datetime('Next Action Date'),
82 'description': fields.text('Description'),
83 'resolution': fields.text('Resolution'),
84 'create_date': fields.datetime('Creation Date' , readonly=True),
85 'write_date': fields.datetime('Update Date' , readonly=True),
86 'date_deadline': fields.date('Deadline'),
87 'date_closed': fields.datetime('Closed', readonly=True),
88 'date': fields.datetime('Claim Date', select=True),
89 'ref' : fields.reference('Reference', selection=crm._links_get, size=128),
90 'categ_id': fields.many2one('crm.case.categ', 'Category', \
91 domain="[('section_id','=',section_id),\
92 ('object_id.model', '=', 'crm.claim')]"),
93 'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
94 'type_action': fields.selection([('correction','Corrective Action'),('prevention','Preventive Action')], 'Action Type'),
95 'user_id': fields.many2one('res.users', 'Responsible'),
96 'user_fault': fields.char('Trouble Responsible', size=64),
97 'section_id': fields.many2one('crm.case.section', 'Sales Team', \
98 select=True, help="Sales team to which Case belongs to."\
99 "Define Responsible user and Email account for"\
101 'company_id': fields.many2one('res.company', 'Company'),
102 'partner_id': fields.many2one('res.partner', 'Partner'),
103 '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"),
104 'email_from': fields.char('Email', size=128, help="These people will receive email."),
105 'partner_phone': fields.char('Phone', size=32),
106 'stage_id': fields.many2one ('crm.claim.stage', 'Stage',
107 domain="['|', ('section_ids', '=', section_id), ('case_default', '=', True)]"),
108 'cause': fields.text('Root Cause'),
109 'state': fields.related('stage_id', 'state', type="selection", store=True,
110 selection=crm.AVAILABLE_STATES, string="State", readonly=True,
111 help='The state is set to \'Draft\', when a case is created.\
112 If the case is in progress the state is set to \'Open\'.\
113 When the case is over, the state is set to \'Done\'.\
114 If the case needs to be reviewed then the state is \
115 set to \'Pending\'.'),
119 'user_id': lambda s, cr, uid, c: s._get_default_user(cr, uid, c),
120 'partner_id': lambda s, cr, uid, c: s._get_default_partner(cr, uid, c),
121 'email_from': lambda s, cr, uid, c: s._get_default_email(cr, uid, c),
122 'section_id': lambda s, cr, uid, c: s._get_default_section_id(cr, uid, c),
123 'date': fields.datetime.now,
124 'company_id': lambda s, cr, uid, c: s.pool.get('res.company')._company_default_get(cr, uid, 'crm.case', context=c),
125 'priority': lambda *a: crm.AVAILABLE_PRIORITIES[2][0],
126 'active': lambda *a: 1
129 def stage_find(self, cr, uid, cases, section_id, domain=[], order='sequence', context=None):
130 """ Override of the base.stage method
131 Parameter of the stage search taken from the lead:
132 - section_id: if set, stages must belong to this section or
135 if isinstance(cases, (int, long)):
136 cases = self.browse(cr, uid, cases, context=context)
137 # collect all section_ids
140 section_ids.append(section_id)
143 section_ids.append(claim.section_id.id)
144 # OR all section_ids and OR with case_default
147 search_domain += [('|')] * len(section_ids)
148 for section_id in section_ids:
149 search_domain.append(('section_ids', '=', section_id))
150 search_domain.append(('case_default', '=', True))
151 # AND with the domain in parameter
152 search_domain += list(domain)
153 # perform search, return the first found
154 stage_ids = self.pool.get('crm.claim.stage').search(cr, uid, search_domain, order=order, context=context)
159 def create(self, cr, uid, vals, context=None):
160 obj_id = super(crm_claim, self).create(cr, uid, vals, context)
161 self.create_send_note(cr, uid, [obj_id], context=context)
164 def case_refuse(self, cr, uid, ids, context=None):
165 """ Mark the case as refused: state=done and case_refused=True """
166 for lead in self.browse(cr, uid, ids):
167 stage_id = self.stage_find(cr, uid, [lead], lead.section_id.id or False, ['&', ('state', '=', 'done'), ('case_refused', '=', True)], context=context)
169 self.case_set(cr, uid, [lead.id], values_to_update={}, new_stage_id=stage_id, context=context)
170 return self.case_refuse_send_note(cr, uid, ids, context=context)
172 def onchange_partner_id(self, cr, uid, ids, part, email=False):
173 """This function returns value of partner address based on partner
174 :param part: Partner's id
175 :param email: ignored
178 return {'value': {'email_from': False,
179 'partner_phone': False
182 address = self.pool.get('res.partner').browse(cr, uid, part)
183 return {'value': {'email_from': address.email, 'partner_phone': address.phone}}
185 # -------------------------------------------------------
187 # -------------------------------------------------------
189 def message_new(self, cr, uid, msg, custom_values=None, context=None):
190 """ Overrides mail_thread message_new that is called by the mailgateway
191 through message_process.
192 This override updates the document according to the email.
194 if custom_values is None: custom_values = {}
195 custom_values.update({
196 'name': msg.get('subject') or _("No Subject"),
197 'description': msg.get('body_text'),
198 'email_from': msg.get('from'),
199 'email_cc': msg.get('cc'),
201 if msg.get('priority'):
202 custom_values['priority'] = msg.get('priority')
203 custom_values.update(self.message_partner_by_email(cr, uid, msg.get('from'), context=context))
204 return super(crm_claim,self).message_new(cr, uid, msg, custom_values=custom_values, context=context)
206 def message_update(self, cr, uid, ids, msg, update_vals=None, context=None):
207 """ Overrides mail_thread message_update that is called by the mailgateway
208 through message_process.
209 This method updates the document according to the email.
211 if isinstance(ids, (str, int, long)):
213 if update_vals is None: update_vals = {}
215 if msg.get('priority') in dict(crm.AVAILABLE_PRIORITIES):
216 update_vals['priority'] = msg.get('priority')
219 'cost':'planned_cost',
220 'revenue': 'planned_revenue',
221 'probability':'probability'
223 for line in msg['body_text'].split('\n'):
225 res = tools.misc.command_re.match(line)
226 if res and maps.get(res.group(1).lower()):
227 key = maps.get(res.group(1).lower())
228 update_vals[key] = res.group(2).lower()
230 return super(crm_claim,self).message_update(cr, uid, ids, msg, update_vals=update_vals, context=context)
232 # ---------------------------------------------------
233 # OpenChatter methods and notifications
234 # ---------------------------------------------------
236 def case_get_note_msg_prefix(self, cr, uid, id, context=None):
237 """ Override of default prefix for notifications. """
240 def create_send_note(self, cr, uid, ids, context=None):
241 msg = _('Claim has been <b>created</b>.')
242 return self.message_append_note(cr, uid, ids, body=msg, context=context)
244 def case_refuse_send_note(self, cr, uid, ids, context=None):
245 msg = _('Claim has been <b>refused</b>.')
246 return self.message_append_note(cr, uid, ids, body=msg, context=context)
248 def stage_set_send_note(self, cr, uid, ids, stage_id, context=None):
249 """ Override of the (void) default notification method. """
250 stage_name = self.pool.get('crm.claim.stage').name_get(cr, uid, [stage_id], context=context)[0][1]
251 return self.message_append_note(cr, uid, ids, body= _("Stage changed to <b>%s</b>.") % (stage_name), context=context)
254 class res_partner(osv.osv):
255 _inherit = 'res.partner'
257 'claims_ids': fields.one2many('crm.claim', 'partner_id', 'Claims'),
260 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: