X-Git-Url: http://git.inspyration.org/?a=blobdiff_plain;f=addons%2Fcrm%2Fcrm.py;h=b45b8ea871222e831318b667d69b4b3881f06f37;hb=0a22166f88ec8415dbdff8a4e31961e6355d5b9c;hp=ec7fcc3388a13ddd936da9c8b3c628d795101df3;hpb=ec51f2961f81f300dd8d3e0206ac554c703e302c;p=odoo%2Fodoo.git
diff --git a/addons/crm/crm.py b/addons/crm/crm.py
index ec7fcc3..b45b8ea 100644
--- a/addons/crm/crm.py
+++ b/addons/crm/crm.py
@@ -19,12 +19,12 @@
#
##############################################################################
-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
@@ -76,8 +76,15 @@ class crm_case_stage(osv.osv):
'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."),
+ '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 = {
@@ -85,11 +92,13 @@ class crm_case_stage(osv.osv):
'probability': lambda *args: 0.0,
'state': 'draft',
'fold': False,
+ 'type': 'both',
}
class crm_case_section(osv.osv):
""" Model for sales teams. """
_name = "crm.case.section"
+ _inherits = {'mail.alias': 'alias_id'}
_description = "Sales Teams"
_order = "complete_name"
@@ -103,7 +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"),
@@ -113,6 +122,9 @@ 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):
@@ -120,9 +132,10 @@ class crm_case_section(osv.osv):
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 = [
@@ -148,6 +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 """
@@ -179,464 +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 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 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 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_pending_send_note(self, cr, uid, ids, context=None):
- for id in ids:
- msg = _('%s is now pending.') % (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(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 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"""
@@ -645,4 +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 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: