#
##############################################################################
-import time
import base64
-import tools
-
+import time
+from lxml import etree
from osv import fields
from osv import osv
+import tools
from tools.translate import _
MAX_LEVEL = 15
AVAILABLE_STATES = [
('draft', 'New'),
- ('open', 'In Progress'),
('cancel', 'Cancelled'),
- ('done', 'Closed'),
+ ('open', 'In Progress'),
('pending', 'Pending'),
+ ('done', 'Closed')
]
AVAILABLE_PRIORITIES = [
class crm_case_stage(osv.osv):
""" Model for case stages. This models the main stages of a document
- management flow. Main CRM objects (leads, opportunities, project
+ management flow. Main CRM objects (leads, opportunities, project
issues, ...) will now use only stages, instead of state and stages.
Stages are for example used to display the kanban view of records.
"""
'requirements': fields.text('Requirements'),
'section_ids':fields.many2many('crm.case.section', 'section_stage_rel', 'stage_id', 'section_id', string='Sections',
help="Link between stages and sales teams. When set, this limitate the current stage to the selected sales teams."),
- '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. Example, a stage is related to the state 'Close', when your document reach this stage, it will be automatically closed."),
- 'case_default': fields.boolean('Common to All Teams', 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."),
+ 'state': fields.selection(AVAILABLE_STATES, 'Related Status', required=True,
+ help="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 is automatically closed."),
+ 'case_default': fields.boolean('Common to All Teams',
+ 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."),
+ 'fold': fields.boolean('Hide in Views when Empty',
+ help="This stage is not visible, for example in status bar or kanban view, when there are no records in that stage to display."),
+ 'type': fields.selection([ ('lead','Lead'),
+ ('opportunity', 'Opportunity'),
+ ('both', 'Both')],
+ string='Type', size=16, required=True,
+ help="This field is used to distinguish stages related to Leads from stages related to Opportunities, or to specify stages available for both types."),
}
_defaults = {
'sequence': lambda *args: 1,
'probability': lambda *args: 0.0,
- 'state': 'draft',
+ 'state': 'open',
+ 'fold': False,
+ 'type': 'both',
+ 'case_default': True,
}
class crm_case_section(osv.osv):
""" Model for sales teams. """
_name = "crm.case.section"
+ _inherits = {'mail.alias': 'alias_id'}
+ _inherit = "mail.thread"
_description = "Sales Teams"
_order = "complete_name"
'code': fields.char('Code', size=8),
'active': fields.boolean('Active', help="If the active field is set to "\
"true, it will allow you to hide the sales team without removing it."),
- 'allow_unlink': fields.boolean('Allow Delete', help="Allows to delete non draft cases"),
- 'change_responsible': fields.boolean('Reassign Escalated', help="When escalating to this team override the saleman with the team leader."),
+ 'change_responsible': fields.boolean('Reassign Escalated', help="When escalating to this team override the salesman with the team leader."),
'user_id': fields.many2one('res.users', 'Team Leader'),
'member_ids':fields.many2many('res.users', 'sale_member_rel', 'section_id', 'member_id', 'Team Members'),
'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"),
'note': fields.text('Description'),
'working_hours': fields.float('Working Hours', digits=(16,2 )),
'stage_ids': fields.many2many('crm.case.stage', 'section_stage_rel', 'section_id', 'stage_id', 'Stages'),
+ 'alias_id': fields.many2one('mail.alias', 'Alias', ondelete="cascade", required=True,
+ help="The email address associated with this team. New emails received will automatically "
+ "create new leads assigned to the team."),
}
-
+
def _get_stage_common(self, cr, uid, context):
ids = self.pool.get('crm.case.stage').search(cr, uid, [('case_default','=',1)], context=context)
return ids
_defaults = {
- 'active': lambda *a: 1,
- 'allow_unlink': lambda *a: 1,
- 'stage_ids': _get_stage_common
+ 'active': 1,
+ 'stage_ids': _get_stage_common,
+ 'alias_domain': False, # always hide alias during creation
}
_sql_constraints = [
res.append((record['id'], name))
return res
+ def create(self, cr, uid, vals, context=None):
+ mail_alias = self.pool.get('mail.alias')
+ if not vals.get('alias_id'):
+ vals.pop('alias_name', None) # prevent errors during copy()
+ alias_id = mail_alias.create_unique_alias(cr, uid,
+ {'alias_name': vals['name']},
+ model_name="crm.lead",
+ context=context)
+ vals['alias_id'] = alias_id
+ res = super(crm_case_section, self).create(cr, uid, vals, context)
+ mail_alias.write(cr, uid, [vals['alias_id']], {'alias_defaults': {'section_id': res, 'type':'lead'}}, context)
+ return res
+
+ def unlink(self, cr, uid, ids, context=None):
+ # Cascade-delete mail aliases as well, as they should not exist without the sales team.
+ mail_alias = self.pool.get('mail.alias')
+ alias_ids = [team.alias_id.id for team in self.browse(cr, uid, ids, context=context) if team.alias_id ]
+ res = super(crm_case_section, self).unlink(cr, uid, ids, context=context)
+ mail_alias.unlink(cr, uid, alias_ids, context=context)
+ return res
+
class crm_case_categ(osv.osv):
""" Category of Case """
_name = "crm.case.categ"
def _find_object_id(self, cr, uid, context=None):
"""Finds id for case object"""
- object_id = context and context.get('object_id', False) or False
- ids = self.pool.get('ir.model').search(cr, uid, [('id', '=', object_id)])
+ context = context or {}
+ object_id = context.get('object_id', False)
+ ids = self.pool.get('ir.model').search(cr, uid, ['|',('id', '=', object_id),('model', '=', context.get('object_name', False))])
return ids and ids[0] or False
_defaults = {
'section_id': fields.many2one('crm.case.section', 'Sales Team'),
}
-class crm_base(object):
- """ Base utility mixin class for crm objects.
- Object subclassing this should define colums:
- - date_open (datetime field)
- - date_closed (datetime field)
- - user_id (many2one to res.users)
- - partner_id (many2one to res.partner)
- - state (selection field)
- """
-
- def _get_default_partner_address(self, cr, uid, context=None):
- """ Gives id of default address for current user
- :param context: if portal in context is false return false anyway
- """
- if context is None:
- context = {}
- if not context.get('portal'):
- return False
- # was user.address_id.id, but address_id has been removed
- user = self.pool.get('res.users').browse(cr, uid, uid, context=context)
- if hasattr(user, 'partner_address_id') and user.partner_address_id:
- return user.partner_address_id
- return False
-
- def _get_default_partner(self, cr, uid, context=None):
- """ Gives id of partner for current user
- :param context: if portal in context is false return false anyway
- """
- if context is None:
- context = {}
- if not context.get('portal', False):
- return False
- user = self.pool.get('res.users').browse(cr, uid, uid, context=context)
- if hasattr(user, 'partner_address_id') and user.partner_address_id:
- return user.partner_address_id
- return user.company_id.partner_id.id
-
- def _get_default_email(self, cr, uid, context=None):
- """ Gives default email address for current user
- :param context: if portal in context is false return false anyway
- """
- if not context.get('portal', False):
- return False
- user = self.pool.get('res.users').browse(cr, uid, uid, context=context)
- return user.user_email
-
- def _get_default_user(self, cr, uid, context=None):
- """ Gives current user id
- :param context: if portal in context is false return false anyway
- """
- if context and context.get('portal', False):
- return False
- return uid
-
- def onchange_partner_address_id(self, cr, uid, ids, add, email=False):
- """This function returns value of partner email based on Partner Address
- :param ids: List of case IDs
- :param add: Id of Partner's address
- :param email: Partner's email ID
- """
- data = {'value': {'email_from': False, 'phone':False}}
- if add:
- address = self.pool.get('res.partner').browse(cr, uid, add)
- data['value'] = {'email_from': address and address.email or False ,
- 'phone': address and address.phone or False}
- if 'phone' not in self._columns:
- del data['value']['phone']
- return data
-
- def onchange_partner_id(self, cr, uid, ids, part, email=False):
- """This function returns value of partner address based on partner
- :param ids: List of case IDs
- :param part: Partner's id
- :param email: Partner's email ID
- """
- data={}
- if part:
- addr = self.pool.get('res.partner').address_get(cr, uid, [part], ['contact'])
- data.update(self.onchange_partner_address_id(cr, uid, ids, addr['contact'])['value'])
- return {'value': data}
-
- def case_open(self, cr, uid, ids, context=None):
- """ Opens case """
- cases = self.browse(cr, uid, ids, context=context)
- for case in cases:
- values = {'active': True}
- if case.state == 'draft':
- values['date_open'] = fields.datetime.now()
- if not case.user_id:
- values['user_id'] = uid
- self.case_set(cr, uid, [case.id], 'done', values, context=context)
- self.case_open_send_note(cr, uid, [case.id], context=context)
- return True
-
- def case_close(self, cr, uid, ids, context=None):
- """ Closes case """
- self.case_set(cr, uid, ids, 'done', {'date_closed': fields.datetime.now()}, context=context)
- self.case_close_send_note(cr, uid, ids, context=context)
- return True
-
- def case_cancel(self, cr, uid, ids, context=None):
- """ Cancels case """
- self.case_set(cr, uid, ids, 'cancel', {'active': True}, context=context)
- self.case_cancel_send_note(cr, uid, ids, context=context)
- return True
-
- def case_pending(self, cr, uid, ids, context=None):
- """ Closes case """
- self.case_set(cr, uid, ids, 'pending', {'active': True}, context=context)
- self.case_close_send_note(cr, uid, ids, context=context)
- return True
-
- def case_reset(self, cr, uid, ids, context=None):
- """ Resets case as draft """
- self.case_set(cr, uid, ids, 'draft', {'active': True}, context=context)
- self.case_pending_send_note(cr, uid, ids, context=context)
- return True
-
- def case_set(self, cr, uid, ids, state_name, update_values=None, context=None):
- cases = self.browse(cr, uid, ids, context=context)
- cases[0].state # fill browse record cache, for _action having old and new values
- if update_values is None:
- update_values = {}
- update_values.update({'state': state_name})
- self.write(cr, uid, ids, update_values, context=context)
- self.case_reset_send_note(cr, uid, ids, context=context)
- self._action(cr, uid, cases, state_name, context=context)
-
- def _action(self, cr, uid, cases, state_to, scrit=None, context=None):
- if context is None:
- context = {}
- context['state_to'] = state_to
- rule_obj = self.pool.get('base.action.rule')
- model_obj = self.pool.get('ir.model')
- model_ids = model_obj.search(cr, uid, [('model','=',self._name)])
- rule_ids = rule_obj.search(cr, uid, [('model_id','=',model_ids[0])])
- return rule_obj._action(cr, uid, rule_ids, cases, scrit=scrit, context=context)
-
- # ******************************
- # Notifications
- # ******************************
-
- def case_get_note_msg_prefix(self, cr, uid, id, context=None):
- return ''
-
- def case_open_send_note(self, cr, uid, ids, context=None):
- for id in ids:
- msg = '%s has been <b>opened</b>.' % (self.case_get_note_msg_prefix(cr, uid, id, context=context))
- self.message_append_note(cr, uid, [id], body=msg, context=context)
- return True
-
- def case_close_send_note(self, cr, uid, ids, context=None):
- for id in ids:
- msg = '%s has been <b>closed</b>.'% (self.case_get_note_msg_prefix(cr, uid, id, context=context))
- self.message_append_note(cr, uid, [id], body=msg, context=context)
- return True
-
- def case_cancel_send_note(self, cr, uid, ids, context=None):
- for id in ids:
- msg = '%s has been <b>canceled</b>.' % (self.case_get_note_msg_prefix(cr, uid, id, context=context))
- self.message_append_note(cr, uid, [id], body=msg, context=context)
- return True
-
- def case_pending_send_note(self, cr, uid, ids, context=None):
- for id in ids:
- msg = '%s is now <b>pending</b>.' % (self.case_get_note_msg_prefix(cr, uid, id, context=context))
- self.message_append_note(cr, uid, [id], body=msg, context=context)
- return True
-
- def case_reset_send_note(self, cr, uid, ids, context=None):
- for id in ids:
- msg = '%s has been <b>renewed</b>.' % (self.case_get_note_msg_prefix(cr, uid, id, context=context))
- self.message_append_note(cr, uid, [id], body=msg, context=context)
- return True
-
-class crm_case(crm_base):
- """ A simple python class to be used for common functions
- Object that inherit from this class should inherit from mailgate.thread
- And need a stage_id field
- And object that inherit (orm inheritance) from a class the overwrite copy
- """
-
- def _get_default_stage_id(self, cr, uid, context=None):
- """ Gives default stage_id """
- return self.stage_find(cr, uid, False, [('state', '=', 'draft')], context=context)
-
- def stage_set_with_state_name(self, cr, uid, cases, state_name, context=None):
- """ TODO
- """
- for case in cases:
- section_id = case.section_id.id if case.section_id else None
- stage_id = self.stage_find(cr, uid, section_id, [('state', '=', state_name)], context=context)
- if stage_id:
- self.stage_set(cr, uid, [case.id], stage_id, context=context)
- return True
-
- def stage_find(self, cr, uid, section_id, domain=[], order='sequence', context=None):
- domain = list(domain)
- if section_id:
- domain.append(('section_ids', '=', section_id))
- stage_ids = self.pool.get('crm.case.stage').search(cr, uid, domain, order=order, context=context)
- if stage_ids:
- return stage_ids[0]
- return False
-
- def stage_set(self, cr, uid, ids, stage_id, context=None):
- value = {}
- if hasattr(self,'onchange_stage_id'):
- value = self.onchange_stage_id(cr, uid, ids, stage_id)['value']
- value['stage_id'] = stage_id
- return self.write(cr, uid, ids, value, context=context)
-
- def stage_change(self, cr, uid, ids, op, order, context=None):
- if context is None:
- context = {}
- for case in self.browse(cr, uid, ids, context=context):
- seq = 0
- if case.stage_id:
- seq = case.stage_id.sequence
- section_id = None
- if case.section_id:
- section_id = case.section_id.id
- next_stage_id = self.stage_find(cr, uid, section_id, [('sequence',op,seq)],order)
- if next_stage_id:
- return self.stage_set(cr, uid, [case.id], next_stage_id, context=context)
- return False
-
- def stage_next(self, cr, uid, ids, context=None):
- """This function computes next stage for case from its current stage
- using available stage for that case type
- """
- return self.stage_change(cr, uid, ids, '>','sequence', context)
-
- def stage_previous(self, cr, uid, ids, context=None):
- """This function computes previous stage for case from its current
- stage using available stage for that case type
- """
- return self.stage_change(cr, uid, ids, '<', 'sequence desc', context)
-
- def copy(self, cr, uid, id, default=None, context=None):
- """Overrides orm copy method to avoid copying messages,
- as well as date_closed and date_open columns if they
- exist."""
- if default is None:
- default = {}
-
- default.update({ 'message_ids': [], })
- if hasattr(self, '_columns'):
- if self._columns.get('date_closed'):
- default.update({ 'date_closed': False, })
- if self._columns.get('date_open'):
- default.update({ 'date_open': False })
- return super(crm_case, self).copy(cr, uid, id, default, context=context)
-
- def case_escalate(self, cr, uid, ids, context=None):
- """Escalates case to parent level"""
- cases = self.browse(cr, uid, ids, context=context)
- cases[0].state # fill browse record cache, for _action having old and new values
- for case in cases:
- data = {'active': True}
- if case.section_id.parent_id:
- data['section_id'] = case.section_id.parent_id.id
- if case.section_id.parent_id.change_responsible:
- if case.section_id.parent_id.user_id:
- data['user_id'] = case.section_id.parent_id.user_id.id
- else:
- raise osv.except_osv(_('Error !'), _('You can not escalate, you are already at the top level regarding your sales-team category.'))
- self.write(cr, uid, [case.id], data)
- case.case_escalate_send_note(case.section_id.parent_id, context=context)
- cases = self.browse(cr, uid, ids, context=context)
- self._action(cr, uid, cases, 'escalate', context=context)
- return True
-
- def case_open(self, cr, uid, ids, context=None):
- """ Opens case """
- cases = self.browse(cr, uid, ids, context=context)
- cases[0].state # fill browse record cache, for _action having old and new values
- self.stage_set_with_state_name(cr, uid, cases, 'open', context=context)
- for case in cases:
- data = {'active': True, 'date_open': fields.datetime.now()}
- if case.stage_id and case.stage_id.state == 'draft':
- data['date_open'] = fields.datetime.now()
- if not case.user_id:
- data['user_id'] = uid
- self.write(cr, uid, [case.id], data, context=context)
- self._action(cr, uid, cases, 'open', context=context)
- self.case_open_send_note(cr, uid, ids, context=context)
- return True
-
- def case_close(self, cr, uid, ids, context=None):
- """ Closes case """
- self.case_set(cr, uid, ids, 'done', {'active': True, 'date_closed': fields.datetime.now()}, context=context)
- self.case_close_send_note(cr, uid, ids, context=context)
- return True
-
- def case_cancel(self, cr, uid, ids, context=None):
- """ Cancels case """
- self.case_set(cr, uid, ids, 'cancel', {'active': True}, context=context)
- self.case_cancel_send_note(cr, uid, ids, context=context)
- return True
-
- def case_reset(self, cr, uid, ids, context=None):
- """ Resets case as draft """
- self.case_set(cr, uid, ids, 'draft', {'active': True}, context=context)
- self.case_reset_send_note(cr, uid, ids, context=context)
- return True
-
- def case_set(self, cr, uid, ids, new_state_name=None, values_to_update=None, new_stage_id=None, context=None):
- """ TODO """
- cases = self.browse(cr, uid, ids, context=context)
- cases[0].state # fill browse record cache, for _action having old and new values
- # 1. update the stage
- if new_state_name:
- self.stage_set_with_state_name(cr, uid, cases, new_state_name, context=context)
- elif not (new_stage_id is None):
- self.stage_set(cr, uid, ids, new_stage_id, context=context)
- # 2. update values
- if values_to_update:
- self.write(cr, uid, ids, values_to_update, context=context)
- # 3. call _action for base action rule
- if new_state_name:
- self._action(cr, uid, cases, new_state_name, context=context)
- elif not (new_stage_id is None):
- stage = self.pool.get('crm.case.stage').browse(cr, uid, [new_stage_id], context=context)[0]
- new_state_name = stage.state
- self._action(cr, uid, cases, new_state_name, context=context)
- return True
-
- def remind_partner(self, cr, uid, ids, context=None, attach=False):
- return self.remind_user(cr, uid, ids, context, attach,
- destination=False)
-
- def remind_user(self, cr, uid, ids, context=None, attach=False, destination=True):
- mail_message = self.pool.get('mail.message')
- for case in self.browse(cr, uid, ids, context=context):
- if not destination and not case.email_from:
- return False
- if not case.user_id.user_email:
- return False
- if destination and case.section_id.user_id:
- case_email = case.section_id.user_id.user_email
- else:
- case_email = case.user_id.user_email
-
- src = case_email
- dest = case.user_id.user_email or ""
- body = case.description or ""
- for message in case.message_ids:
- if message.email_from and message.body_text:
- body = message.body_text
- break
-
- if not destination:
- src, dest = dest, case.email_from
- if body and case.user_id.signature:
- if body:
- body += '\n\n%s' % (case.user_id.signature)
- else:
- body = '\n\n%s' % (case.user_id.signature)
-
- body = self.format_body(body)
-
- attach_to_send = {}
-
- if attach:
- attach_ids = self.pool.get('ir.attachment').search(cr, uid, [('res_model', '=', self._name), ('res_id', '=', case.id)])
- attach_to_send = self.pool.get('ir.attachment').read(cr, uid, attach_ids, ['datas_fname', 'datas'])
- attach_to_send = dict(map(lambda x: (x['datas_fname'], base64.decodestring(x['datas'])), attach_to_send))
-
- # Send an email
- subject = "Reminder: [%s] %s" % (str(case.id), case.name, )
- mail_message.schedule_with_attach(cr, uid,
- src,
- [dest],
- subject,
- body,
- model=self._name,
- reply_to=case.section_id.reply_to,
- res_id=case.id,
- attachments=attach_to_send,
- context=context
- )
- return True
-
- def _check(self, cr, uid, ids=False, context=None):
- """Function called by the scheduler to process cases for date actions
- Only works on not done and cancelled cases
- """
- cr.execute('select * from crm_case \
- where (date_action_last<%s or date_action_last is null) \
- and (date_action_next<=%s or date_action_next is null) \
- and state not in (\'cancel\',\'done\')',
- (time.strftime("%Y-%m-%d %H:%M:%S"),
- time.strftime('%Y-%m-%d %H:%M:%S')))
-
- ids2 = map(lambda x: x[0], cr.fetchall() or [])
- cases = self.browse(cr, uid, ids2, context=context)
- return self._action(cr, uid, cases, False, context=context)
-
- def format_body(self, body):
- return self.pool.get('base.action.rule').format_body(body)
-
- def format_mail(self, obj, body):
- return self.pool.get('base.action.rule').format_mail(obj, body)
-
- def message_thread_followers(self, cr, uid, ids, context=None):
- res = {}
- for case in self.browse(cr, uid, ids, context=context):
- l=[]
- if case.email_cc:
- l.append(case.email_cc)
- if case.user_id and case.user_id.user_email:
- l.append(case.user_id.user_email)
- res[case.id] = l
- return res
-
- # ******************************
- # Notifications
- # ******************************
-
- def case_get_note_msg_prefix(self, cr, uid, id, context=None):
- return ''
-
- def case_escalate_send_note(self, cr, uid, ids, new_section=None, context=None):
- for id in ids:
- if new_section:
- msg = '%s has been <b>escalated</b> to <b>%s</b>.' % (self.case_get_note_msg_prefix(cr, uid, id, context=context), new_section.name)
- else:
- msg = '%s has been <b>escalated</b>.' % (self.case_get_note_msg_prefix(cr, uid, id, context=context))
- self.message_append_note(cr, uid, [id], 'System Notification', msg, context=context)
- return True
-
def _links_get(self, cr, uid, context=None):
"""Gets links value for reference field"""
obj = self.pool.get('res.request.link')
res = obj.read(cr, uid, ids, ['object', 'name'], context)
return [(r['object'], r['name']) for r in res]
+class crm_payment_mode(osv.osv):
+ """ Payment Mode for Fund """
+ _name = "crm.payment.mode"
+ _description = "CRM Payment Mode"
+ _columns = {
+ 'name': fields.char('Name', size=64, required=True),
+ 'section_id': fields.many2one('crm.case.section', 'Sales Team'),
+ }
+
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
projects / odoo / odoo.git / blobdiff