2009-12-30 10:20:44 +00:00
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# -*- coding: utf-8 -*-
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##############################################################################
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#
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# OpenERP, Open Source Management Solution
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2010-01-12 09:18:39 +00:00
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# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
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2009-12-30 10:20:44 +00:00
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as
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# published by the Free Software Foundation, either version 3 of the
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# License, or (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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##############################################################################
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2010-03-10 06:25:59 +00:00
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from osv import fields, osv, orm
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from datetime import datetime, timedelta
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2010-01-13 13:34:09 +00:00
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import crm
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2010-03-10 06:25:59 +00:00
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import math
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2010-04-05 09:50:29 +00:00
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import time
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2010-04-07 11:08:20 +00:00
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import mx.DateTime
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2010-03-23 14:12:01 +00:00
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from tools.translate import _
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2010-01-11 12:57:42 +00:00
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2009-12-30 10:20:44 +00:00
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class crm_lead(osv.osv):
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2010-03-23 14:12:01 +00:00
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""" CRM Lead Case """
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2010-03-22 10:40:26 +00:00
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2009-12-30 10:20:44 +00:00
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_name = "crm.lead"
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_description = "Leads Cases"
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2010-04-07 07:03:45 +00:00
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_order = "priority, id desc"
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2010-05-03 12:30:48 +00:00
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_inherit = ['res.partner.address', 'mailgate.thread']
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2010-03-10 06:25:59 +00:00
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2010-04-05 09:50:29 +00:00
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def case_open(self, cr, uid, ids, *args):
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"""
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@param self: The object pointer
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@param cr: the current row, from the database cursor,
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@param uid: the current user’s ID for security checks,
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@param ids: List of case's Ids
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@param *args: Give Tuple Value
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"""
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2010-04-07 11:08:20 +00:00
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res = super(crm_lead, self).case_open(cr, uid, ids, *args)
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self.write(cr, uid, ids, {'date_open': time.strftime('%Y-%m-%d %H:%M:%S')})
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return res
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2010-04-05 09:50:29 +00:00
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2010-04-05 06:12:50 +00:00
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def _compute_day(self, cr, uid, ids, fields, args, context={}):
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2010-03-22 10:40:26 +00:00
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"""
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@param cr: the current row, from the database cursor,
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@param uid: the current user’s ID for security checks,
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@param ids: List of Openday’s IDs
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@return: difference between current date and log date
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@param context: A standard dictionary for contextual values
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2010-04-22 06:40:17 +00:00
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"""
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cal_obj = self.pool.get('resource.calendar')
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res_obj = self.pool.get('resource.resource')
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2010-04-05 06:12:50 +00:00
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res = {}
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for lead in self.browse(cr, uid, ids , context):
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for field in fields:
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res[lead.id] = {}
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duration = 0
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2010-04-07 11:08:20 +00:00
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ans = False
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2010-04-05 06:12:50 +00:00
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if field == 'day_open':
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if lead.date_open:
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date_create = datetime.strptime(lead.create_date, "%Y-%m-%d %H:%M:%S")
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date_open = datetime.strptime(lead.date_open, "%Y-%m-%d %H:%M:%S")
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ans = date_open - date_create
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2010-04-07 11:08:20 +00:00
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date_until = lead.date_open
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2010-04-05 06:12:50 +00:00
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elif field == 'day_close':
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if lead.date_closed:
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date_create = datetime.strptime(lead.create_date, "%Y-%m-%d %H:%M:%S")
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date_close = datetime.strptime(lead.date_closed, "%Y-%m-%d %H:%M:%S")
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2010-04-07 11:08:20 +00:00
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date_until = lead.date_closed
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2010-04-05 06:12:50 +00:00
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ans = date_close - date_create
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2010-04-07 11:08:20 +00:00
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if ans:
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resource_id = False
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if lead.user_id:
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resource_ids = res_obj.search(cr, uid, [('user_id','=',lead.user_id.id)])
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2010-04-09 14:33:13 +00:00
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if len(resource_ids):
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resource_id = resource_ids[0]
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2010-04-07 11:08:20 +00:00
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duration = float(ans.days)
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2010-04-20 05:57:54 +00:00
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if lead.section_id and lead.section_id.resource_calendar_id:
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2010-04-07 11:08:20 +00:00
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duration = float(ans.days) * 24
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new_dates = cal_obj.interval_get(cr,
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uid,
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lead.section_id.resource_calendar_id and lead.section_id.resource_calendar_id.id or False,
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mx.DateTime.strptime(lead.create_date, '%Y-%m-%d %H:%M:%S'),
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duration,
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resource=resource_id
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)
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no_days = []
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date_until = mx.DateTime.strptime(date_until, '%Y-%m-%d %H:%M:%S')
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for in_time, out_time in new_dates:
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if in_time.date not in no_days:
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2010-04-22 06:40:17 +00:00
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no_days.append(in_time.date)
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2010-04-07 11:08:20 +00:00
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if out_time > date_until:
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2010-04-22 06:40:17 +00:00
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break
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2010-04-07 11:08:20 +00:00
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duration = len(no_days)
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2010-04-05 06:12:50 +00:00
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res[lead.id][field] = abs(int(duration))
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return res
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2010-03-10 06:25:59 +00:00
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2010-01-11 12:57:42 +00:00
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_columns = {
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2010-05-03 12:30:48 +00:00
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# From crm.case
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'email_from': fields.char('Email', size=128, help="These people will receive email."),
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'section_id': fields.many2one('crm.case.section', 'Sales Team', \
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select=True, help='Sales team to which Case belongs to.\
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Define Responsible user and Email account for mail gateway.'),
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'create_date': fields.datetime('Creation Date' , readonly=True),
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'email_cc': fields.text('Watchers Emails', size=252 , help="These people\
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will receive a copy of the future" \
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" communication between partner and users by email"),
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'description': fields.text('Description'),
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'write_date': fields.datetime('Update Date' , readonly=True),
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# Lead fields
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2010-03-22 10:40:26 +00:00
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'categ_id': fields.many2one('crm.case.categ', 'Lead Source', \
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domain="[('section_id','=',section_id),\
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2010-04-29 11:35:01 +00:00
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('object_id.model', '=', 'crm.lead')]"),
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2010-03-23 14:12:01 +00:00
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'type_id': fields.many2one('crm.case.resource.type', 'Lead Type', \
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2010-03-22 10:40:26 +00:00
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domain="[('section_id','=',section_id),\
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2010-04-05 06:12:50 +00:00
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('object_id.model', '=', 'crm.lead')]"),
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'partner_name': fields.char("Contact Name", size=64),
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2010-04-29 11:35:01 +00:00
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'type':fields.selection([
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('lead','Lead'),
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('opportunity','Opportunity'),
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],'Type', help="Type is used to separate Leads and Opportunities"),
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2010-04-05 06:12:50 +00:00
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'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
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'date_closed': fields.datetime('Closed', readonly=True),
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2010-03-23 14:12:01 +00:00
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'stage_id': fields.many2one('crm.case.stage', 'Stage', \
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2010-03-22 10:40:26 +00:00
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domain="[('section_id','=',section_id),\
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2010-04-05 06:12:50 +00:00
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('object_id.model', '=', 'crm.lead')]"),
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'user_id': fields.many2one('res.users', 'Salesman'),
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2010-04-18 15:32:44 +00:00
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'referred': fields.char('Referred By', size=64),
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2010-04-05 08:40:54 +00:00
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'date_open': fields.datetime('Opened', readonly=True),
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2010-04-05 06:12:50 +00:00
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'day_open': fields.function(_compute_day, string='Days to Open', \
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2010-04-22 06:40:17 +00:00
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method=True, multi='day_open', type="float", store=True),
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2010-04-05 06:12:50 +00:00
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'day_close': fields.function(_compute_day, string='Days to Close', \
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2010-04-22 06:40:17 +00:00
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method=True, multi='day_close', type="float", store=True),
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2010-04-05 06:12:50 +00:00
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'function_name': fields.char('Function', size=64),
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2010-03-10 06:25:59 +00:00
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}
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2010-02-28 10:57:24 +00:00
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2010-02-28 13:21:56 +00:00
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_defaults = {
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2010-04-05 06:12:50 +00:00
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'company_id': lambda s, cr, uid, c: s.pool.get('res.company')._company_default_get(cr, uid, 'crm.lead', context=c),
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'priority': lambda *a: crm.AVAILABLE_PRIORITIES[2][0],
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2010-02-28 13:21:56 +00:00
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}
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2010-03-10 06:25:59 +00:00
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2010-05-03 12:30:48 +00:00
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def stage_next(self, cr, uid, ids, context=None):
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"""This function computes next stage for case from its current stage
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using available stage for that case type
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@param self: The object pointer
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@param cr: the current row, from the database cursor,
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@param uid: the current user’s ID for security checks,
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@param ids: List of case IDs
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@param context: A standard dictionary for contextual values"""
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if not context:
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context = {}
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s = self.get_stage_dict(cr, uid, ids, context=context)
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for case in self.browse(cr, uid, ids, context):
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section = (case.section_id.id or False)
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if section in s:
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st = case.stage_id.id or False
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if st in s[section]:
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self.write(cr, uid, [case.id], {'stage_id': s[section][st]})
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return True
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def get_stage_dict(self, cr, uid, ids, context=None):
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"""This function gives dictionary for stage according to stage levels
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@param self: The object pointer
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@param cr: the current row, from the database cursor,
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@param uid: the current user’s ID for security checks,
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@param ids: List of case IDs
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@param context: A standard dictionary for contextual values"""
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if not context:
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context = {}
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sid = self.pool.get('crm.case.stage').search(cr, uid, \
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[('object_id.model', '=', self._name)], context=context)
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s = {}
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previous = {}
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for stage in self.pool.get('crm.case.stage').browse(cr, uid, sid, context=context):
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section = stage.section_id.id or False
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s.setdefault(section, {})
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s[section][previous.get(section, False)] = stage.id
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previous[section] = stage.id
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return s
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2010-03-23 14:12:01 +00:00
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2010-05-03 12:30:48 +00:00
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def stage_previous(self, cr, uid, ids, context=None):
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"""This function computes previous stage for case from its current stage
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using available stage for that case type
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@param self: The object pointer
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@param cr: the current row, from the database cursor,
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@param uid: the current user’s ID for security checks,
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@param ids: List of case IDs
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@param context: A standard dictionary for contextual values"""
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if not context:
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context = {}
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s = self.get_stage_dict(cr, uid, ids, context=context)
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for case in self.browse(cr, uid, ids, context):
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section = (case.section_id.id or False)
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if section in s:
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st = case.stage_id.id or False
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s[section] = dict([(v, k) for (k, v) in s[section].iteritems()])
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if st in s[section]:
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self.write(cr, uid, [case.id], {'stage_id': s[section][st]})
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return True
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2010-03-23 14:12:01 +00:00
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def convert_opportunity(self, cr, uid, ids, context=None):
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""" Precomputation for converting lead to opportunity
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@param cr: the current row, from the database cursor,
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@param uid: the current user’s ID for security checks,
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@param ids: List of closeday’s IDs
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@param context: A standard dictionary for contextual values
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@return: Value of action in dict
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"""
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if not context:
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context = {}
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context.update({'active_ids': ids})
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data_obj = self.pool.get('ir.model.data')
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data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_create')
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value = {}
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view_id = False
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if data_id:
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view_id = data_obj.browse(cr, uid, data_id, context=context).res_id
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for case in self.browse(cr, uid, ids):
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context.update({'active_id': case.id})
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if not case.partner_id:
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data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_partner')
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2010-03-25 12:18:35 +00:00
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view_id1 = False
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2010-03-23 14:12:01 +00:00
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if data_id:
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2010-03-25 12:18:35 +00:00
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view_id1 = data_obj.browse(cr, uid, data_id, context=context).res_id
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value = {
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2010-04-05 06:12:50 +00:00
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'name': _('Create Partner'),
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'view_type': 'form',
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'view_mode': 'form,tree',
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'res_model': 'crm.lead2opportunity.partner',
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'view_id': False,
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'context': context,
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'views': [(view_id1, 'form')],
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'type': 'ir.actions.act_window',
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'target': 'new',
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2010-03-25 12:18:35 +00:00
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'nodestroy': True
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}
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2010-03-23 14:12:01 +00:00
|
|
|
|
break
|
2010-03-25 12:18:35 +00:00
|
|
|
|
else:
|
|
|
|
|
value = {
|
2010-04-05 06:12:50 +00:00
|
|
|
|
'name': _('Create Opportunity'),
|
|
|
|
|
'view_type': 'form',
|
|
|
|
|
'view_mode': 'form,tree',
|
|
|
|
|
'res_model': 'crm.lead2opportunity',
|
|
|
|
|
'view_id': False,
|
|
|
|
|
'context': context,
|
|
|
|
|
'views': [(view_id, 'form')],
|
|
|
|
|
'type': 'ir.actions.act_window',
|
|
|
|
|
'target': 'new',
|
2010-03-25 12:18:35 +00:00
|
|
|
|
'nodestroy': True
|
|
|
|
|
}
|
2010-03-23 14:12:01 +00:00
|
|
|
|
return value
|
2010-05-03 12:30:48 +00:00
|
|
|
|
|
|
|
|
|
# From crm.case
|
|
|
|
|
|
|
|
|
|
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
|
|
|
|
|
"""
|
|
|
|
|
cases = self.browse(cr, uid, ids)
|
|
|
|
|
cases[0].state # to fill the browse record cache
|
|
|
|
|
self._history(cr, uid, cases, _('Close'))
|
|
|
|
|
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_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
|
|
|
|
|
"""
|
|
|
|
|
cases = self.browse(cr, uid, ids)
|
|
|
|
|
for case in cases:
|
|
|
|
|
data = {'active': True, 'user_id': False}
|
|
|
|
|
|
|
|
|
|
if case.section_id.parent_id:
|
|
|
|
|
data['section_id'] = case.section_id.parent_id.id
|
|
|
|
|
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 this case.\nYou are already at the top level.'))
|
|
|
|
|
self.write(cr, uid, [case.id], data)
|
|
|
|
|
cases = self.browse(cr, uid, ids)
|
|
|
|
|
self._history(cr, uid, cases, _('Escalate'))
|
|
|
|
|
self._action(cr, uid, cases, 'escalate')
|
|
|
|
|
return True
|
|
|
|
|
|
|
|
|
|
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
|
|
|
|
|
"""
|
|
|
|
|
cases = self.browse(cr, uid, ids)
|
|
|
|
|
self._history(cr, uid, cases, _('Open'))
|
|
|
|
|
|
|
|
|
|
for case in cases:
|
|
|
|
|
data = {'state': 'open', 'active': True}
|
|
|
|
|
if not case.user_id:
|
|
|
|
|
data['user_id'] = uid
|
|
|
|
|
self.write(cr, uid, case.id, data)
|
|
|
|
|
self._action(cr, uid, cases, 'open')
|
|
|
|
|
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
|
|
|
|
|
"""
|
|
|
|
|
cases = self.browse(cr, uid, ids)
|
|
|
|
|
cases[0].state # to fill the browse record cache
|
|
|
|
|
self._history(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
|
|
|
|
|
"""
|
|
|
|
|
cases = self.browse(cr, uid, ids)
|
|
|
|
|
cases[0].state # to fill the browse record cache
|
|
|
|
|
self._history(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
|
|
|
|
|
"""
|
|
|
|
|
cases = self.browse(cr, uid, ids)
|
|
|
|
|
cases[0].state # to fill the browse record cache
|
|
|
|
|
self._history(cr, uid, cases, _('Draft'))
|
|
|
|
|
self.write(cr, uid, ids, {'state': 'draft', 'active': True})
|
|
|
|
|
self._action(cr, uid, cases, 'draft')
|
|
|
|
|
return True
|
|
|
|
|
|
2010-03-23 14:12:01 +00:00
|
|
|
|
|
2009-12-30 10:20:44 +00:00
|
|
|
|
crm_lead()
|
2010-03-22 10:40:26 +00:00
|
|
|
|
|
2010-03-23 14:12:01 +00:00
|
|
|
|
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|