MAX_LEVEL = 15
AVAILABLE_STATES = [
- ('draft', 'Draft'),
- ('open', 'Open'),
+ ('draft', 'New'),
+ ('open', 'In Progress'),
('cancel', 'Cancelled'),
('done', 'Closed'),
('pending', 'Pending'),
('5', 'Lowest'),
]
+class crm_case_channel(osv.osv):
+ _name = "crm.case.channel"
+ _description = "Channels"
+ _order = 'name'
+ _columns = {
+ 'name': fields.char('Channel Name', size=64, required=True),
+ 'active': fields.boolean('Active'),
+ }
+ _defaults = {
+ 'active': lambda *a: 1,
+ }
+
+class crm_case_stage(osv.osv):
+ """ Stage of case """
+
+ _name = "crm.case.stage"
+ _description = "Stage of case"
+ _rec_name = 'name'
+ _order = "sequence"
+
+ _columns = {
+ 'name': fields.char('Stage Name', size=64, required=True, translate=True),
+ 'sequence': fields.integer('Sequence', help="Used to order stages."),
+ '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."),
+ }
+
+ _defaults = {
+ 'sequence': lambda *args: 1,
+ 'probability': lambda *args: 0.0,
+ }
+
+class crm_case_section(osv.osv):
+ """Sales Team"""
+
+ _name = "crm.case.section"
+ _description = "Sales Teams"
+ _order = "complete_name"
+
+ def get_full_name(self, cr, uid, ids, field_name, arg, context=None):
+ return dict(self.name_get(cr, uid, ids, context=context))
+
+ _columns = {
+ 'name': fields.char('Sales Team', size=64, required=True, translate=True),
+ 'complete_name': fields.function(get_full_name, type='char', size=256, readonly=True, store=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."),
+ '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"),
+ '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 )),
+ 'stage_ids': fields.many2many('crm.case.stage', 'section_stage_rel', 'section_id', 'stage_id', 'Stages'),
+ }
+ 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
+ }
+
+ _sql_constraints = [
+ ('code_uniq', 'unique (code)', 'The code of the sales team must be unique !')
+ ]
+
+ _constraints = [
+ (osv.osv._check_recursion, 'Error ! You cannot create recursive Sales team.', ['parent_id'])
+ ]
+
+ def name_get(self, cr, uid, ids, context=None):
+ """Overrides orm name_get method"""
+ if not isinstance(ids, list) :
+ ids = [ids]
+ res = []
+ if not ids:
+ return res
+ reads = self.read(cr, uid, ids, ['name', 'parent_id'], context)
+
+ for record in reads:
+ name = record['name']
+ if record['parent_id']:
+ name = record['parent_id'][1] + ' / ' + name
+ res.append((record['id'], name))
+ return res
+
+class crm_case_categ(osv.osv):
+ """ Category of Case """
+ _name = "crm.case.categ"
+ _description = "Category of Case"
+ _columns = {
+ 'name': fields.char('Name', size=64, required=True, translate=True),
+ '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, [('model', '=', object_id)])
+ return ids and ids[0] or False
+
+ _defaults = {
+ 'object_id' : _find_object_id
+ }
+
+class crm_case_resource_type(osv.osv):
+ """ Resource Type of case """
+ _name = "crm.case.resource.type"
+ _description = "Campaign"
+ _rec_name = "name"
+ _columns = {
+ 'name': fields.char('Campaign Name', size=64, required=True, translate=True),
+ 'section_id': fields.many2one('crm.case.section', 'Sales Team'),
+ }
+
class crm_base(object):
- """
- Base classe for crm object,
- Object that inherit from this class should have
- date_open
- date_closed
- user_id
- partner_id
- partner_address_id
- as field to be compatible with this class
-
+ """ 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
"""
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):
if not context.get('portal', False):
return False
user = self.pool.get('res.users').browse(cr, uid, uid, context=context)
- return False
-
+ 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
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
"""
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
- @email: Partner's email ID
- """
- if not add:
- return {'value': {'email_from': False}}
- address = self.pool.get('res.partner.address').browse(cr, uid, add)
- if address.email:
- return {'value': {'email_from': address.email, 'phone': address.phone}}
- else:
- return {'value': {'phone': address.phone}}
-
+ :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
- @email: Partner's email ID
+ :param ids: List of case IDs
+ :param part: Partner's id
+ :param email: Partner's email ID
"""
data={}
if part:
data = {'partner_address_id': addr['contact']}
data.update(self.onchange_partner_address_id(cr, uid, ids, addr['contact'])['value'])
return {'value': data}
-
-
+
def case_open(self, cr, uid, ids, *args):
"""Opens Case
- @param ids: List of case Ids
+ :param ids: List of case Ids
"""
cases = self.browse(cr, uid, ids)
for case in cases:
data['user_id'] = uid
self.write(cr, uid, case.id, data)
-
self._action(cr, uid, cases, 'open')
return True
def case_close(self, cr, uid, ids, *args):
"""Closes Case
- @param ids: List of case Ids
+ :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'),
- })
- #
+ 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._action(cr, uid, cases, 'done')
return True
def case_cancel(self, cr, uid, ids, *args):
"""Cancels Case
- @param ids: List of case Ids
+ :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})
+ self.write(cr, uid, ids, {'state': 'cancel', 'active': True})
+ # We use the cache of cases to keep the old case state
self._action(cr, uid, cases, 'cancel')
- for case in cases:
- message = _("The case '%s' has been cancelled.") % (case.name,)
- self.log(cr, uid, case.id, message)
return True
def case_pending(self, cr, uid, ids, *args):
"""Marks case as pending
- @param ids: List of case Ids
+ :param ids: List of case Ids
"""
cases = self.browse(cr, uid, ids)
cases[0].state # to fill the browse record cache
def case_reset(self, cr, uid, ids, *args):
"""Resets case as draft
- @param ids: List of case Ids
+ :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._action(cr, uid, cases, 'draft')
return True
-
+
def _action(self, cr, uid, cases, state_to, scrit=None, context=None):
if context is None:
context = {}
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
+ """ 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 _find_lost_stage(self, cr, uid, type, section_id):
- return self._find_percent_stage(cr, uid, 0.0, type, section_id)
+ 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 _find_won_stage(self, cr, uid, type, section_id):
- return self._find_percent_stage(cr, uid, 100.0, type, section_id)
+ 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 _find_percent_stage(self, cr, uid, percent, type, section_id):
- """
- Return the first stage with a probability == percent
- """
- stage_pool = self.pool.get('crm.case.stage')
- if section_id :
- ids = stage_pool.search(cr, uid, [("probability", '=', percent), ("type", 'like', type), ("section_ids", 'in', [section_id])])
- else :
- ids = stage_pool.search(cr, uid, [("probability", '=', percent), ("type", 'like', type)])
-
- if ids:
- return ids[0]
+ 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 _find_first_stage(self, cr, uid, type, section_id):
- """
- return the first stage that has a sequence number equal or higher than sequence
+ 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
"""
- stage_pool = self.pool.get('crm.case.stage')
- if section_id :
- ids = stage_pool.search(cr, uid, [("sequence", '>', 0), ("type", 'like', type), ("section_ids", 'in', [section_id])])
- else :
- ids = stage_pool.search(cr, uid, [("sequence", '>', 0), ("type", 'like', type)])
-
- if ids:
- stages = stage_pool.browse(cr, uid, ids)
- stage_min = stages[0]
- for stage in stages:
- if stage_min.sequence > stage.sequence:
- stage_min = stage
- return stage_min.id
- else :
- return False
-
- def onchange_stage_id(self, cr, uid, ids, stage_id, context={}):
+ return self.stage_change(cr, uid, ids, '>','sequence', context)
- """ @param self: The object pointer
- @param cr: the current row, from the database cursor,
- @param uid: the current user’s ID for security checks,
- @param ids: List of stage’s IDs
- @stage_id: change state id on run time """
-
- if not stage_id:
- return {'value':{}}
-
- stage = self.pool.get('crm.case.stage').browse(cr, uid, stage_id, context)
-
- if not stage.on_change:
- return {'value':{}}
- return {'value':{'probability': stage.probability}}
-
-
+ 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.
- @param self: the object pointer
- @param cr: the current row, from the database cursor,
- @param uid: the current user’s ID for security checks,
- @param id: Id of mailgate thread
- @param default: Dictionary of default values for copy.
- @param context: A standard dictionary for contextual values
- """
-
- if context is None:
- context = {}
+ """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': [],
- })
+ default.update({ 'message_ids': [], })
if hasattr(self, '_columns'):
if self._columns.get('date_closed'):
- default.update({
- 'date_closed': False,
- })
+ default.update({ 'date_closed': False, })
if self._columns.get('date_open'):
- default.update({
- 'date_open': False
- })
- return super(osv.osv, self).copy(cr, uid, id, default, context=context)
-
-
+ default.update({ 'date_open': False })
+ return super(crm_case, self).copy(cr, uid, id, default, context=context)
-
-
- def _find_next_stage(self, cr, uid, stage_list, index, current_seq, stage_pool, context=None):
- if index + 1 == len(stage_list):
- return False
- next_stage_id = stage_list[index + 1]
- next_stage = stage_pool.browse(cr, uid, next_stage_id, context=context)
- if not next_stage:
- return False
- next_seq = next_stage.sequence
- if not current_seq :
- current_seq = 0
-
- if (abs(next_seq - current_seq)) >= 1:
- return next_stage
- else :
- return self._find_next_stage(cr, uid, stage_list, index + 1, current_seq, stage_pool)
-
- def stage_change(self, cr, uid, ids, context=None, order='sequence'):
- if context is None:
- context = {}
-
- stage_pool = self.pool.get('crm.case.stage')
- stage_type = context and context.get('stage_type','')
- current_seq = False
- next_stage_id = False
-
- for case in self.browse(cr, uid, ids, context=context):
-
- next_stage = False
- value = {}
- if case.section_id.id :
- domain = [('type', '=', stage_type),('section_ids', '=', case.section_id.id)]
- else :
- domain = [('type', '=', stage_type)]
-
-
- stages = stage_pool.search(cr, uid, domain, order=order)
- current_seq = case.stage_id.sequence
- index = -1
- if case.stage_id and case.stage_id.id in stages:
- index = stages.index(case.stage_id.id)
-
- next_stage = self._find_next_stage(cr, uid, stages, index, current_seq, stage_pool, context=context)
-
- if next_stage:
- next_stage_id = next_stage.id
- value.update({'stage_id': next_stage.id})
- if next_stage.on_change:
- value.update({'probability': next_stage.probability})
- self.write(cr, uid, [case.id], value, context=context)
-
-
- return next_stage_id #FIXME should return a list of all id
-
-
- 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
- @param self: The object pointer
- @param cr: the current row, from the database cursor,
- @param uid: the current user’s ID for security checks,
- @param ids: List of case IDs
- @param context: A standard dictionary for contextual values"""
-
- return self.stage_change(cr, uid, ids, context=context, order='sequence')
-
- 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
- @param self: The object pointer
- @param cr: the current row, from the database cursor,
- @param uid: the current user’s ID for security checks,
- @param ids: List of case IDs
- @param context: A standard dictionary for contextual values"""
- return self.stage_change(cr, uid, ids, context=context, order='sequence desc')
-
-
-
-
-
- def _history(self, cr, uid, cases, keyword, history=False, subject=None, email=False, details=None, email_from=False, message_id=False, attach=[], context=None):
- mailgate_pool = self.pool.get('mailgate.thread')
- return mailgate_pool.history(cr, uid, cases, keyword, history=history,\
- subject=subject, email=email, \
- details=details, email_from=email_from,\
- message_id=message_id, attach=attach, \
- context=context)
def case_open(self, cr, uid, ids, *args):
- """Opens Case
- @param self: The object pointer
- @param cr: the current row, from the database cursor,
- @param uid: the current user’s ID for security checks,
- @param ids: List of case Ids
- @param *args: Tuple Value for additional Params
- """
-
+ """Opens Case"""
cases = self.browse(cr, uid, ids)
- self._history(cr, uid, cases, _('Open'))
+ self.message_append(cr, uid, cases, _('Open'))
for case in cases:
- data = {'state': 'open', 'active': True}
+ data = {'state': 'open', 'active': True }
if not case.user_id:
data['user_id'] = uid
self.write(cr, uid, case.id, data)
return True
def case_close(self, cr, uid, ids, *args):
- """Closes Case
- @param self: The object pointer
- @param cr: the current row, from the database cursor,
- @param uid: the current user’s ID for security checks,
- @param ids: List of case Ids
- @param *args: Tuple Value for additional Params
- """
+ """Closes Case"""
cases = self.browse(cr, uid, ids)
cases[0].state # to fill the browse record cache
- self._history(cr, uid, cases, _('Close'))
+ self.message_append(cr, uid, cases, _('Close'))
self.write(cr, uid, ids, {'state': 'done',
'date_closed': time.strftime('%Y-%m-%d %H:%M:%S'),
})
return True
def case_escalate(self, cr, uid, ids, *args):
- """Escalates case to top level
- @param self: The object pointer
- @param cr: the current row, from the database cursor,
- @param uid: the current user’s ID for security checks,
- @param ids: List of case Ids
- @param *args: Tuple Value for additional Params
- """
+ """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:
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)
cases = self.browse(cr, uid, ids)
- self._history(cr, uid, cases, _('Escalate'))
+ self.message_append(cr, uid, cases, _('Escalate'))
self._action(cr, uid, cases, 'escalate')
return True
def case_cancel(self, cr, uid, ids, *args):
- """Cancels Case
- @param self: The object pointer
- @param cr: the current row, from the database cursor,
- @param uid: the current user’s ID for security checks,
- @param ids: List of case Ids
- @param *args: Tuple Value for additional Params
- """
+ """Cancels Case"""
cases = self.browse(cr, uid, ids)
cases[0].state # to fill the browse record cache
- self._history(cr, uid, cases, _('Cancel'))
+ self.message_append(cr, uid, cases, _('Cancel'))
self.write(cr, uid, ids, {'state': 'cancel',
'active': True})
self._action(cr, uid, cases, 'cancel')
return True
def case_pending(self, cr, uid, ids, *args):
- """Marks case as pending
- @param self: The object pointer
- @param cr: the current row, from the database cursor,
- @param uid: the current user’s ID for security checks,
- @param ids: List of case Ids
- @param *args: Tuple Value for additional Params
- """
+ """Marks case as pending"""
cases = self.browse(cr, uid, ids)
cases[0].state # to fill the browse record cache
- self._history(cr, uid, cases, _('Pending'))
+ self.message_append(cr, uid, cases, _('Pending'))
self.write(cr, uid, ids, {'state': 'pending', 'active': True})
self._action(cr, uid, cases, 'pending')
return True
def case_reset(self, cr, uid, ids, *args):
- """Resets case as draft
- @param self: The object pointer
- @param cr: the current row, from the database cursor,
- @param uid: the current user’s ID for security checks,
- @param ids: List of case Ids
- @param *args: Tuple Value for additional Params
- """
- state = 'draft'
+ """Resets case as draft"""
+ state = 'draft'
if 'crm.phonecall' in args:
- state = 'open'
+ state = 'open'
cases = self.browse(cr, uid, ids)
cases[0].state # to fill the browse record cache
- self._history(cr, uid, cases, _('Draft'))
+ self.message_append(cr, uid, cases, _('Draft'))
self.write(cr, uid, ids, {'state': state, 'active': True})
self._action(cr, uid, cases, state)
return True
+ #DEAD Code
def remind_partner(self, cr, uid, ids, context=None, attach=False):
-
- """
- @param self: The object pointer
- @param cr: the current row, from the database cursor,
- @param uid: the current user’s ID for security checks,
- @param ids: List of Remind Partner's IDs
- @param context: A standard dictionary for contextual values
-
- """
-
return self.remind_user(cr, uid, ids, context, attach,
destination=False)
+ #DEAD Code
def remind_user(self, cr, uid, ids, context=None, attach=False, destination=True):
- """
- @param self: The object pointer
- @param cr: the current row, from the database cursor,
- @param uid: the current user’s ID for security checks,
- @param ids: List of case's IDs to remind
- @param context: A standard dictionary for contextual values
- """
+ 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
+ dest = case.user_id.user_email or ""
body = case.description or ""
- if case.message_ids:
- body = case.message_ids[0].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:
body = self.format_body(body)
- attach_to_send = None
+ 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 = map(lambda x: (x['datas_fname'], base64.decodestring(x['datas'])), attach_to_send)
+ 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,)
- tools.email_send(
+ # Send an email
+ subject = "Reminder: [%s] %s" % (str(case.id), case.name, )
+ mail_message.schedule_with_attach(cr, uid,
src,
[dest],
subject,
body,
- reply_to=case.section_id.reply_to or '',
- openobject_id=str(case.id),
- attach=attach_to_send
+ model='crm.case',
+ reply_to=case.section_id.reply_to,
+ res_id=case.id,
+ attachments=attach_to_send,
+ context=context
)
- self._history(cr, uid, [case], _('Send'), history=True, subject=subject, email=dest, details=body, email_from=src)
-
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
-
- @param self: The object pointer
- @param cr: the current row, from the database cursor,
- @param uid: the current user’s ID for security checks,
- @param context: A standard dictionary for contextual values
+ """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) \
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_followers(self, cr, uid, ids, context=None):
- """ Get a list of emails of the people following this thread
- """
+ def message_thread_followers(self, cr, uid, ids, context=None):
res = {}
for case in self.browse(cr, uid, ids, context=context):
l=[]
res[case.id] = l
return res
-
-class crm_case_stage(osv.osv):
- """ Stage of case """
-
- _name = "crm.case.stage"
- _description = "Stage of case"
- _rec_name = 'name'
- _order = "sequence"
-
-
-
- def _get_type_value(self, cr, user, context):
- return [('lead','Lead'),('opportunity','Opportunity')]
-
-
- _columns = {
- 'name': fields.char('Stage Name', size=64, required=True, translate=True),
- 'sequence': fields.integer('Sequence', help="Gives the sequence order when displaying a list of case stages."),
- '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="Change Probability on next and previous stages."),
- 'requirements': fields.text('Requirements'),
- 'type': fields.selection(_get_type_value, 'Type', required=True),
- }
-
-
- def _find_stage_type(self, cr, uid, context=None):
- """Finds type of stage according to object.
- @param self: The object pointer
- @param cr: the current row, from the database cursor,
- @param uid: the current user’s ID for security checks,
- @param context: A standard dictionary for contextual values
- """
- type = context and context.get('type', '') or ''
- return type
-
- _defaults = {
- 'sequence': lambda *args: 1,
- 'probability': lambda *args: 0.0,
- 'type': _find_stage_type,
- }
-
-crm_case_stage()
-
-
-class crm_case_section(osv.osv):
- """Sales Team"""
-
- _name = "crm.case.section"
- _description = "Sales Teams"
- _order = "complete_name"
-
- def get_full_name(self, cr, uid, ids, field_name, arg, context=None):
- return dict(self.name_get(cr, uid, ids, context=context))
-
- _columns = {
- 'name': fields.char('Sales Team', size=64, required=True, translate=True),
- 'complete_name': fields.function(get_full_name, type='char', size=256, readonly=True, store=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('Change Responsible', help="Thick this box if you want that on escalation, the responsible of this sale team automatically becomes responsible of the lead/opportunity escaladed"),
- 'user_id': fields.many2one('res.users', 'Responsible User'),
- '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"),
- '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'),
- }
-
- _defaults = {
- 'active': lambda *a: 1,
- 'allow_unlink': lambda *a: 1,
- }
-
- _sql_constraints = [
- ('code_uniq', 'unique (code)', 'The code of the sales team must be unique !')
- ]
-
- def _check_recursion(self, cr, uid, ids, context=None):
-
- """
- Checks for recursion level for sales team
- @param self: The object pointer
- @param cr: the current row, from the database cursor,
- @param uid: the current user’s ID for security checks,
- @param ids: List of Sales team ids
- """
- level = 100
-
- while len(ids):
- cr.execute('select distinct parent_id from crm_case_section where id IN %s', (tuple(ids),))
- ids = filter(None, map(lambda x: x[0], cr.fetchall()))
- if not level:
- return False
- level -= 1
-
- return True
-
- _constraints = [
- (_check_recursion, 'Error ! You cannot create recursive Sales team.', ['parent_id'])
- ]
-
- def name_get(self, cr, uid, ids, context=None):
- """Overrides orm name_get method
- @param self: The object pointer
- @param cr: the current row, from the database cursor,
- @param uid: the current user’s ID for security checks,
- @param ids: List of sales team ids
- """
- if context is None:
- context = {}
- if not isinstance(ids, list) :
- ids = [ids]
- res = []
- if not ids:
- return res
- reads = self.read(cr, uid, ids, ['name', 'parent_id'], context)
-
- for record in reads:
- name = record['name']
- if record['parent_id']:
- name = record['parent_id'][1] + ' / ' + name
- res.append((record['id'], name))
- return res
-
-crm_case_section()
-
-
-class crm_case_categ(osv.osv):
- """ Category of Case """
- _name = "crm.case.categ"
- _description = "Category of Case"
- _columns = {
- 'name': fields.char('Name', size=64, required=True, translate=True),
- '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
- @param self: The object pointer
- @param cr: the current row, from the database cursor,
- @param uid: the current user’s ID for security checks,
- @param context: A standard dictionary for contextual values
- """
-
- object_id = context and context.get('object_id', False) or False
- ids = self.pool.get('ir.model').search(cr, uid, [('model', '=', object_id)])
- return ids and ids[0]
-
- _defaults = {
- 'object_id' : _find_object_id
-
- }
-crm_case_categ()
-
-
-class crm_case_stage(osv.osv):
- _inherit = "crm.case.stage"
- _columns = {
- 'section_ids':fields.many2many('crm.case.section', 'section_stage_rel', 'stage_id', 'section_id', 'Sections'),
- }
-
-crm_case_stage()
-
-
-class crm_case_resource_type(osv.osv):
- """ Resource Type of case """
- _name = "crm.case.resource.type"
- _description = "Campaign"
- _rec_name = "name"
- _columns = {
- 'name': fields.char('Campaign Name', size=64, required=True, translate=True),
- 'section_id': fields.many2one('crm.case.section', 'Sales Team'),
- }
-crm_case_resource_type()
-
-
def _links_get(self, cr, uid, context=None):
- """Gets links value for reference field
- @param self: The object pointer
- @param cr: the current row, from the database cursor,
- @param uid: the current user’s ID for security checks,
- @param context: A standard dictionary for contextual values
- """
+ """Gets links value for reference field"""
obj = self.pool.get('res.request.link')
ids = obj.search(cr, uid, [])
res = obj.read(cr, uid, ids, ['object', 'name'], context)
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', False):
+ if vals.get('context_section_id'):
section_obj.write(cr, uid, [vals['context_section_id']], {'member_ids':[(4, res)]}, context)
return res
-users()
-
-
-class res_partner(osv.osv):
- _inherit = 'res.partner'
- _columns = {
- 'section_id': fields.many2one('crm.case.section', 'Sales Team'),
- }
-res_partner()
+users()