X-Git-Url: http://git.inspyration.org/?a=blobdiff_plain;f=addons%2Fcrm%2Fcrm.py;h=b45b8ea871222e831318b667d69b4b3881f06f37;hb=0a22166f88ec8415dbdff8a4e31961e6355d5b9c;hp=d3e19e81f0290e39f7e26dd1b2e0aac5bc6a9cf2;hpb=273eaf67c66dc5a94acf7e0eb91e9eae0f9ac54c;p=odoo%2Fodoo.git diff --git a/addons/crm/crm.py b/addons/crm/crm.py index d3e19e8..b45b8ea 100644 --- a/addons/crm/crm.py +++ b/addons/crm/crm.py @@ -2,7 +2,7 @@ ############################################################################## # # OpenERP, Open Source Management Solution -# Copyright (C) 2004-2010 Tiny SPRL (). +# Copyright (C) 2004-today OpenERP SA () # # This program is free software: you can redistribute it and/or modify # it under the terms of the GNU Affero General Public License as @@ -19,20 +19,21 @@ # ############################################################################## -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 = [ @@ -56,8 +57,11 @@ class crm_case_channel(osv.osv): } 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' @@ -65,25 +69,36 @@ class crm_case_stage(osv.osv): _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'), - '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."), + '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."), + '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', + 'fold': False, + 'type': 'both', } class crm_case_section(osv.osv): - """Sales Team""" - + """ Model for sales teams. """ _name = "crm.case.section" + _inherits = {'mail.alias': 'alias_id'} _description = "Sales Teams" _order = "complete_name" @@ -97,7 +112,7 @@ class crm_case_section(osv.osv): '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"), @@ -107,15 +122,20 @@ class crm_case_section(osv.osv): '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, + 'allow_unlink': 1, + 'stage_ids': _get_stage_common, + 'alias_domain': False, # always hide alias during creation } _sql_constraints = [ @@ -141,6 +161,27 @@ class crm_case_section(osv.osv): name = record['parent_id'][1] + ' / ' + name 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 """ @@ -172,434 +213,6 @@ class crm_case_resource_type(osv.osv): '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 - - 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 _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').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: - data = {'state': 'open', 'active': True} - if case.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.case_open_send_note(cr, uid, ids, context=context) - self._action(cr, uid, cases, 'open', context=context) - - return True - - def case_close(self, cr, uid, ids, context=None): - """ Closes case """ - cases = self.browse(cr, uid, ids, context=context) - cases[0].state # to fill the browse record cache - self.write(cr, uid, ids, {'state': 'done', 'date_closed': fields.datetime.now(), }, context=context) - # 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', context=context) - return True - - def case_cancel(self, cr, uid, ids, context=None): - """ Cancels case """ - cases = self.browse(cr, uid, ids, context=context) - cases[0].state # to fill the browse record cache - self.write(cr, uid, ids, {'state': 'cancel', 'active': True}, context=context) - # 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', context=context) - return True - - def case_reset(self, cr, uid, ids, context=None): - """ Resets case as draft """ - cases = self.browse(cr, uid, ids, context=context) - cases[0].state # to fill the browse record cache - self.write(cr, uid, ids, {'state': 'draft', 'active': True}, context=context) - self.case_reset_send_note(cr, uid, ids, context=context) - self._action(cr, uid, cases, 'draft', 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) - - # ****************************** - # 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 opened.' % (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 closed.'% (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 canceled.' % (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 renewed.' % (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 escalated to %s.' % (self.case_get_note_msg_prefix(cr, uid, id, context=context), new_section.name) - else: - msg = '%s has been escalated.' % (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""" @@ -608,20 +221,13 @@ def _links_get(self, cr, uid, context=None): 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() - # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: