#
##############################################################################
-import time
-import base64
-import tools
+from datetime import date, datetime
+from dateutil import relativedelta
-from osv import fields
-from osv import osv
-from tools.translate import _
+from openerp import tools
+from openerp.osv import fields
+from openerp.osv import osv
MAX_LEVEL = 15
AVAILABLE_STATES = [
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. 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."),
- '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."),
+ '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('Default to New Sales Team',
+ 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('Fold by Default',
+ 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')],
_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"
+ # number of periods for lead/opportunities/... tracking in salesteam kanban dashboard/kanban view
+ _period_number = 5
def get_full_name(self, cr, uid, ids, field_name, arg, context=None):
- return dict(self.name_get(cr, uid, ids, context=context))
+ return dict(self.name_get(cr, uid, ids, context=context))
+
+ def __get_bar_values(self, cr, uid, obj, domain, read_fields, value_field, groupby_field, context=None):
+ """ Generic method to generate data for bar chart values using SparklineBarWidget.
+ This method performs obj.read_group(cr, uid, domain, read_fields, groupby_field).
+
+ :param obj: the target model (i.e. crm_lead)
+ :param domain: the domain applied to the read_group
+ :param list read_fields: the list of fields to read in the read_group
+ :param str value_field: the field used to compute the value of the bar slice
+ :param str groupby_field: the fields used to group
+
+ :return list section_result: a list of dicts: [
+ { 'value': (int) bar_column_value,
+ 'tootip': (str) bar_column_tooltip,
+ }
+ ]
+ """
+ month_begin = date.today().replace(day=1)
+ section_result = [{
+ 'value': 0,
+ 'tooltip': (month_begin + relativedelta.relativedelta(months=-i)).strftime('%B'),
+ } for i in range(self._period_number - 1, -1, -1)]
+ group_obj = obj.read_group(cr, uid, domain, read_fields, groupby_field, context=context)
+ for group in group_obj:
+ group_begin_date = datetime.strptime(group['__domain'][0][2], tools.DEFAULT_SERVER_DATE_FORMAT)
+ month_delta = relativedelta.relativedelta(month_begin, group_begin_date)
+ section_result[self._period_number - (month_delta.months + 1)] = {'value': group.get(value_field, 0), 'tooltip': group_begin_date.strftime('%B')}
+ return section_result
+
+ def _get_opportunities_data(self, cr, uid, ids, field_name, arg, context=None):
+ """ Get opportunities-related data for salesteam kanban view
+ monthly_open_leads: number of open lead during the last months
+ monthly_planned_revenue: planned revenu of opportunities during the last months
+ """
+ obj = self.pool.get('crm.lead')
+ res = dict.fromkeys(ids, False)
+ month_begin = date.today().replace(day=1)
+ groupby_begin = (month_begin + relativedelta.relativedelta(months=-4)).strftime(tools.DEFAULT_SERVER_DATE_FORMAT)
+ for id in ids:
+ res[id] = dict()
+ lead_domain = [('type', '=', 'lead'), ('section_id', '=', id), ('create_date', '>=', groupby_begin)]
+ res[id]['monthly_open_leads'] = self.__get_bar_values(cr, uid, obj, lead_domain, ['create_date'], 'create_date_count', 'create_date', context=context)
+ opp_domain = [('type', '=', 'opportunity'), ('section_id', '=', id), ('create_date', '>=', groupby_begin)]
+ res[id]['monthly_planned_revenue'] = self.__get_bar_values(cr, uid, obj, opp_domain, ['planned_revenue', 'create_date'], 'planned_revenue', 'create_date', context=context)
+ return res
_columns = {
'name': fields.char('Sales Team', size=64, required=True, translate=True),
'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'),
+ '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"),
'parent_id': fields.many2one('crm.case.section', 'Parent Team'),
'child_ids': fields.one2many('crm.case.section', 'parent_id', 'Child Teams'),
'resource_calendar_id': fields.many2one('resource.calendar', "Working Time", help="Used to compute open days"),
'note': fields.text('Description'),
- 'working_hours': fields.float('Working Hours', digits=(16,2 )),
+ '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."),
+ 'color': fields.integer('Color Index'),
+ 'use_leads': fields.boolean('Leads',
+ help="The first contact you get with a potential customer is a lead you qualify before converting it into a real business opportunity. Check this box to manage leads in this sales team."),
+
+ 'monthly_open_leads': fields.function(_get_opportunities_data,
+ type="string", readonly=True, multi='_get_opportunities_data',
+ string='Open Leads per Month'),
+ 'monthly_planned_revenue': fields.function(_get_opportunities_data,
+ type="string", readonly=True, multi='_get_opportunities_data',
+ string='Planned Revenue per Month')
}
-
+
def _get_stage_common(self, cr, uid, context):
- ids = self.pool.get('crm.case.stage').search(cr, uid, [('case_default','=',1)], context=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,
+ 'use_leads': True,
}
_sql_constraints = [
def name_get(self, cr, uid, ids, context=None):
"""Overrides orm name_get method"""
- if not isinstance(ids, list) :
+ if not isinstance(ids, list):
ids = [ids]
res = []
if not ids:
res.append((record['id'], name))
return res
+ def create(self, cr, uid, vals, context=None):
+ if context is None:
+ context = {}
+ create_context = dict(context, alias_model_name='crm.lead', alias_parent_model_name=self._name)
+ section_id = super(crm_case_section, self).create(cr, uid, vals, context=create_context)
+ section = self.browse(cr, uid, section_id, context=context)
+ self.pool.get('mail.alias').write(cr, uid, [section.alias_id.id], {'alias_parent_thread_id': section_id, 'alias_defaults': {'section_id': section_id, 'type': 'lead'}}, context=context)
+ return section_id
+
+ 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"
'section_id': fields.many2one('crm.case.section', 'Sales Team'),
'object_id': fields.many2one('ir.model', 'Object Name'),
}
-
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 = {
'object_id' : _find_object_id
}
'section_id': fields.many2one('crm.case.section', 'Sales Team'),
}
-class crm_base(object):
- """ Base utility mixin class for objects willing to manage their state.
- Object subclassing this class should define the following 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 onchange_partner_address_id(self, cr, uid, ids, add, email=False):
- """ This function returns value of partner email based on Partner Address
- :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 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], 'open', 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):
- """ Sets case as pending """
- self.case_set(cr, uid, ids, 'pending', {'active': True}, context=context)
- self.case_pending_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_close_send_note(cr, uid, ids, context=context)
- return True
-
- def case_set(self, cr, uid, ids, state_name, update_values=None, context=None):
- """ Generic method for setting case. This methods wraps the update
- of the record, as well as call to _action and browse record
- case setting.
-
- :params: state_name: the new value of the state, such as
- 'draft' or 'close'.
- :params: update_values: values that will be added with the state
- update when writing values to the record.
- """
- 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._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(object):
- """ Base utility mixin class for objects willing to manage their stages.
- Object that inherit from this class should inherit from mailgate.thread
- to have access to the mail gateway, as well as Chatter. Objects
- subclassing this class should define the following colums:
- - ``date_open`` (datetime field)
- - ``date_closed`` (datetime field)
- - ``user_id`` (many2one to res.users)
- - ``partner_id`` (many2one to res.partner)
- - ``stage_id`` (many2one to a stage definition model)
- - ``state`` (selection field, related to the stage_id.state)
- """
-
- 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 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 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 _get_default_section(self, cr, uid, context=None):
- """ Gives default section by checking if present in the context """
- if context is None:
- context = {}
- if context.get('portal', False):
- return False
- if type(context.get('default_section_id')) in (int, long):
- return context.get('default_section_id')
- if isinstance(context.get('default_section_id'), basestring):
- section_name = context['default_section_id']
- section_ids = self.pool.get('crm.case.section').name_search(cr, uid, name=section_name, context=context)
- if len(section_ids) == 1:
- return section_ids[0][0]
- return False
-
- def _get_default_stage_id(self, cr, uid, context=None):
- """ Gives default stage_id """
- section_id = self._get_default_section(cr, uid, context=context)
- return self.stage_find(cr, uid, section_id, [('state', '=', 'draft')], context=context)
-
- def stage_find(self, cr, uid, section_id, domain=[], order='sequence', context=None):
- """ Find stage, within a sales team, with a domain on the search,
- ordered by the order parameter. If several stages match the
- search criterions, the first one will be returned, according
- to the requested search order.
- :param section_id: if set, the search is limited to stages that
- belongs to the given sales team, or that are
- global (case_default flag set to True)
- :param domain: a domain on the search of stages
- :param order: order of the search
- """
- domain = list(domain)
- if section_id:
- domain += ['|', ('section_ids', '=', section_id), ('case_default', '=', True)]
- 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_with_state_name(self, cr, uid, cases, state_name, context=None):
- """ Set a new stage, with a state_name instead of a stage_id
- :param cases: browse_record of cases
- """
- if isinstance(cases, (int, long)):
- cases = self.browse(cr, uid, cases, context=context)
- 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_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):
- 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 = {}
-
- 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)
- for case in cases:
- data = {'active': True}
- 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.case_set(cr, uid, [case.id], 'open', data, 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', {'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_pending(self, cr, uid, ids, context=None):
- """ Set case as pending """
- self.case_set(cr, uid, ids, 'pending', {'active': True}, context=context)
- self.case_pending_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 _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)
-
- 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_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
-
- 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