##############################################################################
#
# OpenERP, Open Source Management Solution
-# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
+# Copyright (C) 2004-today OpenERP SA (<http://www.openerp.com>)
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
#
##############################################################################
-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):
- """ Stage of case """
-
+ """ Model for case stages. This models the main stages of a document
+ 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.
+ """
_name = "crm.case.stage"
_description = "Stage of case"
_rec_name = 'name'
_columns = {
'name': fields.char('Stage Name', size=64, required=True, translate=True),
- 'sequence': fields.integer('Sequence', help="Used to order stages."),
+ 'sequence': fields.integer('Sequence', help="Used to order stages. Lower is better."),
'probability': fields.float('Probability (%)', required=True, help="This percentage depicts the default/average probability of the Case for this stage to be a success"),
'on_change': fields.boolean('Change Probability Automatically', help="Setting this stage will change the probability automatically on the opportunity."),
'requirements': fields.text('Requirements'),
- 'section_ids':fields.many2many('crm.case.section', 'section_stage_rel', 'stage_id', 'section_id', 'Sections'),
- '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."),
+ '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, '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': 'open',
+ 'fold': False,
+ 'type': 'both',
+ 'case_default': True,
}
class crm_case_section(osv.osv):
- """Sales Team"""
-
+ """ 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
- date_closed
- user_id
- partner_id
- partner_address_id
- """
- 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 _get_section(self, cr, uid, context=None):
- """Gives section id for current User
- """
- user = self.pool.get('res.users').browse(cr, uid, uid, context=context)
- return user.context_section_id.id or False
-
- 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.address').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 = {'partner_address_id': addr['contact']}
- data.update(self.onchange_partner_address_id(cr, uid, ids, addr['contact'])['value'])
- return {'value': data}
-
- 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], 'System Notification', 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], 'System Notification', 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], 'System Notification', 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], 'System Notification', 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], 'System Notification', msg, context=context)
- return True
-
- def case_open(self, cr, uid, ids, context=None):
- """Opens Case
- :param ids: List of case Ids
- """
- cases = self.browse(cr, uid, ids)
- for case in cases:
- data = {'state': 'open', 'active': True}
- if not case.user_id:
- data['user_id'] = uid
- self.write(cr, uid, [case.id], data)
- self.case_open_send_note(cr, uid, [case.id], context=context)
- self._action(cr, uid, cases, 'open')
-
- return True
-
- def case_close(self, cr, uid, ids, context=None):
- """Closes Case
- :param ids: List of case Ids
- """
- cases = self.browse(cr, uid, ids)
- cases[0].state # to fill the browse record cache
- self.write(cr, uid, ids, {'state': 'done', 'date_closed': time.strftime('%Y-%m-%d %H:%M:%S'), })
- # We use the cache of cases to keep the old case state
- self.case_close_send_note(cr, uid, ids, context=context)
- self._action(cr, uid, cases, 'done')
- return True
-
- def case_cancel(self, cr, uid, ids, context=None):
- """Cancels Case
- :param ids: List of case Ids
- """
- cases = self.browse(cr, uid, ids)
- cases[0].state # to fill the browse record cache
- self.write(cr, uid, ids, {'state': 'cancel', 'active': True})
- # We use the cache of cases to keep the old case state
- self.case_cancel_send_note(cr, uid, ids, context=context)
- self._action(cr, uid, cases, 'cancel')
- return True
-
- def case_pending(self, cr, uid, ids, context=None):
- """Marks case as pending
- :param ids: List of case Ids
- """
- cases = self.browse(cr, uid, ids)
- cases[0].state # to fill the browse record cache
- self.write(cr, uid, ids, {'state': 'pending', 'active': True})
- self.case_pending_send_note(cr, uid, ids, context=context)
- self._action(cr, uid, cases, 'pending')
- return True
-
- def case_reset(self, cr, uid, ids, context=None):
- """Resets case as draft
- :param ids: List of case Ids
- """
- cases = self.browse(cr, uid, ids)
- cases[0].state # to fill the browse record cache
- self.write(cr, uid, ids, {'state': 'draft', 'active': True})
- self.case_reset_send_note(cr, uid, ids, context=context)
- self._action(cr, uid, cases, 'draft')
- return True
-
- 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)
-
-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 stage_find(self, cr, uid, section_id, domain=[], order='sequence'):
- 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)
- 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_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 case_open(self, cr, uid, ids, context=None):
- """Opens Case"""
- cases = self.browse(cr, uid, ids)
- for case in cases:
- data = {'state': 'open', 'active': True }
- if not case.user_id:
- data['user_id'] = uid
- self.write(cr, uid, [case.id], data)
- self.case_open_send_note(cr, uid, [case.id], context=context)
- self._action(cr, uid, cases, 'open')
- return True
-
- def case_close(self, cr, uid, ids, context=None):
- """Closes Case"""
- cases = self.browse(cr, uid, ids)
- cases[0].state # to fill the browse record cache
- self.write(cr, uid, ids, {'state': 'done',
- 'date_closed': time.strftime('%Y-%m-%d %H:%M:%S'),
- })
- #
- # We use the cache of cases to keep the old case state
- #
- self.case_close_send_note(cr, uid, ids, context=context)
- self._action(cr, uid, cases, 'done')
- return True
-
- def case_escalate(self, cr, uid, ids, context=None):
- """Escalates case to parent level"""
- cases = self.browse(cr, uid, ids)
- 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)
- cases = self.browse(cr, uid, ids)
- self._action(cr, uid, cases, 'escalate')
- return True
-
- def case_cancel(self, cr, uid, ids, context=None):
- """Cancels Case"""
- cases = self.browse(cr, uid, ids)
- cases[0].state # to fill the browse record cache
- self.write(cr, uid, ids, {'state': 'cancel',
- 'active': True})
- self.case_cancel_send_note(cr, uid, ids, context=context)
- self._action(cr, uid, cases, 'cancel')
- return True
-
- def case_pending(self, cr, uid, ids, context=None):
- """Marks case as pending"""
- cases = self.browse(cr, uid, ids)
- cases[0].state # to fill the browse record cache
- self.write(cr, uid, ids, {'state': 'pending', 'active': True})
- self.case_pending_send_note(cr, uid, ids, context=context)
- self._action(cr, uid, cases, 'pending')
- return True
-
- def case_reset(self, cr, uid, ids, context=None):
- """Resets case as draft"""
- state = 'draft'
- cases = self.browse(cr, uid, ids)
- cases[0].state # to fill the browse record cache
- self.write(cr, uid, ids, {'state': state, 'active': True})
- self.case_reset_send_note(cr, uid, ids, context=context)
- self._action(cr, uid, cases, state)
- 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:
- body = message.description
- 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='crm.case',
- 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
-
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 users(osv.osv):
- _inherit = 'res.users'
- _description = "Users"
+class crm_payment_mode(osv.osv):
+ """ Payment Mode for Fund """
+ _name = "crm.payment.mode"
+ _description = "CRM Payment Mode"
_columns = {
- 'context_section_id': fields.many2one('crm.case.section', 'Sales Team'),
+ 'name': fields.char('Name', size=64, required=True),
+ 'section_id': fields.many2one('crm.case.section', 'Sales Team'),
}
- def create(self, cr, uid, vals, context=None):
- res = super(users, self).create(cr, uid, vals, context=context)
- section_obj=self.pool.get('crm.case.section')
- if vals.get('context_section_id'):
- section_obj.write(cr, uid, [vals['context_section_id']], {'member_ids':[(4, res)]}, context)
- return res
-
-users()
-
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projects / odoo / odoo.git / blobdiff