[REF] crm: removed references to base_stage in crm_lead / crm_claim + various pre-cleaning before removing state.
bzr revid: tde@openerp.com-20130708103011-53t1fllmrz0hdq8u
This commit is contained in:
Thibault Delavallée
parent
67446c03c8
commit
0aac1c7cb0
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@ -19,7 +19,6 @@
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#
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##############################################################################
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from openerp.addons.base_status.base_stage import base_stage
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import crm
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from datetime import datetime
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from operator import itemgetter
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@ -68,7 +67,7 @@ CRM_LEAD_PENDING_STATES = (
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crm.AVAILABLE_STATES[4][0], # Pending
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)
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class crm_lead(base_stage, format_address, osv.osv):
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class crm_lead(format_address, osv.osv):
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""" CRM Lead Case """
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_name = "crm.lead"
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_description = "Lead/Opportunity"
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@ -93,18 +92,6 @@ class crm_lead(base_stage, format_address, osv.osv):
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context['empty_list_help_document_name'] = _("leads")
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return super(crm_lead, self).get_empty_list_help(cr, uid, help, context=context)
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def create(self, cr, uid, vals, context=None):
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if context is None:
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context = {}
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if vals.get('type') and not context.get('default_type'):
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context['default_type'] = vals.get('type')
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if vals.get('section_id') and not context.get('default_section_id'):
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context['default_section_id'] = vals.get('section_id')
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# context: no_log, because subtype already handle this
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create_context = dict(context, mail_create_nolog=True)
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return super(crm_lead, self).create(cr, uid, vals, context=create_context)
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def _get_default_section_id(self, cr, uid, context=None):
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""" Gives default section by checking if present in the context """
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return self._resolve_section_id_from_context(cr, uid, context=context) or False
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@ -124,8 +111,7 @@ class crm_lead(base_stage, format_address, osv.osv):
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if type(context.get('default_section_id')) in (int, long):
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return context.get('default_section_id')
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if isinstance(context.get('default_section_id'), basestring):
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section_name = context['default_section_id']
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section_ids = self.pool.get('crm.case.section').name_search(cr, uid, name=section_name, context=context)
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section_ids = self.pool.get('crm.case.section').name_search(cr, uid, name=context['default_section_id'], context=context)
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if len(section_ids) == 1:
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return int(section_ids[0][0])
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return None
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@ -324,8 +310,7 @@ class crm_lead(base_stage, format_address, osv.osv):
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_defaults = {
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'active': 1,
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'type': 'lead',
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'user_id': lambda s, cr, uid, c: s._get_default_user(cr, uid, c),
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'email_from': lambda s, cr, uid, c: s._get_default_email(cr, uid, c),
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'user_id': lambda s, cr, uid, c: uid,
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'stage_id': lambda s, cr, uid, c: s._get_default_stage_id(cr, uid, c),
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'section_id': lambda s, cr, uid, c: s._get_default_section_id(cr, uid, c),
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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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@ -339,30 +324,29 @@ class crm_lead(base_stage, format_address, osv.osv):
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def onchange_stage_id(self, cr, uid, ids, stage_id, context=None):
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if not stage_id:
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return {'value':{}}
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return {'value': {}}
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stage = self.pool.get('crm.case.stage').browse(cr, uid, stage_id, context)
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if not stage.on_change:
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return {'value':{}}
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return {'value':{'probability': stage.probability}}
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return {'value': {}}
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return {'value': {'probability': stage.probability}}
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def on_change_partner(self, cr, uid, ids, partner_id, context=None):
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result = {}
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def on_change_partner_id(self, cr, uid, ids, partner_id, context=None):
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values = {}
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if partner_id:
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partner = self.pool.get('res.partner').browse(cr, uid, partner_id, context=context)
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values = {
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'partner_name' : partner.name,
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'street' : partner.street,
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'street2' : partner.street2,
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'city' : partner.city,
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'state_id' : partner.state_id and partner.state_id.id or False,
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'country_id' : partner.country_id and partner.country_id.id or False,
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'email_from' : partner.email,
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'phone' : partner.phone,
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'mobile' : partner.mobile,
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'fax' : partner.fax,
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'partner_name': partner.name,
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'street': partner.street,
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'street2': partner.street2,
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'city': partner.city,
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'state_id': partner.state_id and partner.state_id.id or False,
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'country_id': partner.country_id and partner.country_id.id or False,
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'email_from': partner.email,
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'phone': partner.phone,
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'mobile': partner.mobile,
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'fax': partner.fax,
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}
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return {'value' : values}
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return {'value': values}
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def on_change_user(self, cr, uid, ids, user_id, context=None):
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""" When changing the user, also set a section_id or restrict section id
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@ -403,7 +387,7 @@ class crm_lead(base_stage, format_address, osv.osv):
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# collect all section_ids
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section_ids = []
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types = ['both']
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if not cases :
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if not cases:
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type = context.get('default_type')
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types += [type]
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if section_id:
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@ -431,24 +415,18 @@ class crm_lead(base_stage, format_address, osv.osv):
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return stage_ids[0]
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return False
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def case_cancel(self, cr, uid, ids, context=None):
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""" Overrides case_cancel from base_stage to set probability """
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res = super(crm_lead, self).case_cancel(cr, uid, ids, context=context)
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self.write(cr, uid, ids, {'probability' : 0.0}, context=context)
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return res
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def case_reset(self, cr, uid, ids, context=None):
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""" Overrides case_reset from base_stage to set probability """
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res = super(crm_lead, self).case_reset(cr, uid, ids, context=context)
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self.write(cr, uid, ids, {'probability': 0.0}, context=context)
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return res
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def stage_set(self, cr, uid, ids, stage_id, context=None):
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""" Set the new stage. Now just writes the stage.
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TDE TODO: remove me when removing state
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"""
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return self.write(cr, uid, ids, {'stage_id': stage_id}, context=context)
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def case_mark_lost(self, cr, uid, ids, context=None):
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""" Mark the case as lost: state=cancel and probability=0 """
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for lead in self.browse(cr, uid, ids):
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stage_id = self.stage_find(cr, uid, [lead], lead.section_id.id or False, [('probability', '=', 0.0),('on_change','=',True)], context=context)
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if stage_id:
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self.case_set(cr, uid, [lead.id], values_to_update={'probability': 0.0}, new_stage_id=stage_id, context=context)
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self.stage_set(cr, uid, [lead.id], stage_id, context=context)
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return True
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def case_mark_won(self, cr, uid, ids, context=None):
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@ -456,7 +434,21 @@ class crm_lead(base_stage, format_address, osv.osv):
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for lead in self.browse(cr, uid, ids):
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stage_id = self.stage_find(cr, uid, [lead], lead.section_id.id or False, [('probability', '=', 100.0),('on_change','=',True)], context=context)
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if stage_id:
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self.case_set(cr, uid, [lead.id], values_to_update={'probability': 100.0}, new_stage_id=stage_id, context=context)
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self.stage_set(cr, uid, [lead.id], stage_id, context=context)
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return True
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def case_escalate(self, cr, uid, ids, context=None):
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""" Escalates case to parent level """
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for case in self.browse(cr, uid, ids, context=context):
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data = {'active': True}
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if case.section_id.parent_id:
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data['section_id'] = case.section_id.parent_id.id
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if case.section_id.parent_id.change_responsible:
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if case.section_id.parent_id.user_id:
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data['user_id'] = case.section_id.parent_id.user_id.id
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else:
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raise osv.except_osv(_('Error!'), _("You are already at the top level of your sales-team category.\nTherefore you cannot escalate furthermore."))
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self.write(cr, uid, [case.id], data, context=context)
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return True
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def set_priority(self, cr, uid, ids, priority):
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@ -930,12 +922,22 @@ class crm_lead(base_stage, format_address, osv.osv):
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}
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return res
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def create(self, cr, uid, vals, context=None):
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if context is None:
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context = {}
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if vals.get('type') and not context.get('default_type'):
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context['default_type'] = vals.get('type')
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if vals.get('section_id') and not context.get('default_section_id'):
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context['default_section_id'] = vals.get('section_id')
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# context: no_log, because subtype already handle this
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create_context = dict(context, mail_create_nolog=True)
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return super(crm_lead, self).create(cr, uid, vals, context=create_context)
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def write(self, cr, uid, ids, vals, context=None):
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if vals.get('stage_id') and not vals.get('probability'):
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# change probability of lead(s) if required by stage
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stage = self.pool.get('crm.case.stage').browse(cr, uid, vals['stage_id'], context=context)
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if stage.on_change:
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vals['probability'] = stage.probability
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onchange_stage_values = self.onchange_stage_id(cr, uid, ids, vals.get('stage_id'), context=context)['value']
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vals.update(onchange_stage_values)
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return super(crm_lead, self).write(cr, uid, ids, vals, context=context)
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def new_mail_send(self, cr, uid, ids, context=None):
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@ -1022,7 +1024,7 @@ class crm_lead(base_stage, format_address, osv.osv):
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'user_id': False,
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}
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if msg.get('author_id'):
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defaults.update(self.on_change_partner(cr, uid, None, msg.get('author_id'), context=context)['value'])
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defaults.update(self.on_change_partner_id(cr, uid, None, msg.get('author_id'), context=context)['value'])
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if msg.get('priority') in dict(crm.AVAILABLE_PRIORITIES):
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defaults['priority'] = msg.get('priority')
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defaults.update(custom_values)
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@ -263,13 +263,6 @@ Andrew</field>
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<field eval="1" name="active"/>
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</record>
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<!-- Call Function to Cancel the leads (set as Dead) -->
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<function model="crm.lead" name="case_cancel"
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eval="[ ref('crm_case_12'), ref('crm_case_7'),
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ref('crm_case_3'), ref('crm_case_8')],
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{'install_mode': True}"
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/>
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<!-- Call Function to set the leads as Unread -->
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<function model="crm.lead" name="message_mark_as_unread"
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eval="[ ref('crm_case_1'), ref('crm_case_2'),
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@ -95,10 +95,6 @@
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<header>
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<button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
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states="draft,open,pending" help="Convert to Opportunity" class="oe_highlight"/>
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<button name="case_reset" string="Reset" type="object"
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states="cancel"/>
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<button name="case_cancel" string="Cancel Case" type="object"
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states="draft,open,pending"/>
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<field name="stage_id" widget="statusbar" clickable="True"
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domain="['&', '|', ('case_default', '=', True), ('section_ids', '=', section_id), '|', ('type', '=', type), ('type', '=', 'both')]"
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on_change="onchange_stage_id(stage_id)"/>
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@ -118,7 +114,7 @@
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<field name="partner_name" string="Company Name"/>
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<!-- Preload all the partner's information -->
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<field name="partner_id" string="Customer"
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on_change="on_change_partner(partner_id)"
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on_change="on_change_partner_id(partner_id)"
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options='{"create_name_field": "name"}'
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context="{'default_name': contact_name, 'default_street': street, 'default_city': city, 'default_state_id': state_id, 'default_zip': zip, 'default_country_id': country_id, 'default_function': function, 'default_phone': phone, 'default_mobile': mobile, 'default_fax': fax, 'default_email': email_from, 'default_user_id': user_id, 'default_section_id': section_id}"/>
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<label for="street" string="Address"/>
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@ -617,7 +613,7 @@
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<field name="state">code</field>
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<field name="code">
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if context.get('active_model') == 'crm.lead' and context.get('active_ids'):
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self.case_cancel(cr, uid, context['active_ids'], context=context)
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self.case_mark_lost(cr, uid, context['active_ids'], context=context)
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</field>
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<field name="groups_id" eval="[(4,ref('base.group_sale_salesman'))]"/>
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</record>
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@ -4,37 +4,6 @@
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!python {model: crm.lead}: |
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section_id = self.pool.get('crm.case.section').create(cr, uid, {'name': "Phone Marketing", 'parent_id': ref("crm.crm_case_section_2")})
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self.write(cr, uid, [ref("crm_case_1")], {'section_id': section_id})
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self.case_cancel(cr, uid, [ref("crm_case_1")])
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-
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I check cancelled lead.
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-
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!python {model: crm.lead}: |
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lead = self.browse(cr, uid, ref('crm_case_1'))
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assert lead.stage_id.id == ref('crm.stage_lead7'), "Stage should be 'Dead' and is %s." % (lead.stage_id.name)
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assert lead.state == 'cancel', "Opportunity is not in 'cancel' state."
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assert lead.probability == 0.0, 'Opportunity is probably wrong and should be 0.0.'
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-
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I reset cancelled lead into unqualified lead.
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-
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!python {model: crm.lead}: |
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self.case_reset(cr, uid, [ref("crm_case_1")])
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-
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I check unqualified lead after reset.
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-
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!assert {model: crm.lead, id: crm.crm_case_1, string: Lead is in draft state}:
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- state == "draft"
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-
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I re-open the lead
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-
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!python {model: crm.lead}: |
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self.case_open(cr, uid, [ref("crm_case_1")])
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-
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I check stage and state of the re-opened lead
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-
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!python {model: crm.lead}: |
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lead = self.browse(cr, uid, ref('crm.crm_case_1'))
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assert lead.stage_id.id == ref('crm.stage_lead2'), "Opportunity stage should be 'Qualification'."
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assert lead.state == 'open', "Opportunity should be in 'open' state."
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-
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I escalate the lead to parent team.
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-
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@ -20,9 +20,4 @@
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-
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!record {model: crm.phonecall, id: crm_phonecall_5}:
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name: 'Bad time'
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partner_id: base.res_partner_5
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-
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I set the next stage to "New" for the lead.
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-
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!python {model: crm.lead}: |
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self.stage_next(cr, uid, [ref("crm_case_4")], context={'stage_type': 'lead'})
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partner_id: base.res_partner_5
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@ -1,25 +1,15 @@
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-
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In order to test the conversion of a lead into a opportunity,
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-
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I open a lead.
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-
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!python {model: crm.lead}: |
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self.case_open(cr, uid, [ref("crm_case_4")])
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-
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I check if the lead state is "Open".
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-
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!assert {model: crm.lead, id: crm.crm_case_4, string: Lead state is Open}:
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- state == "open"
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-
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I convert lead into opportunity for exiting customer.
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-
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!python {model: crm.lead}: |
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self.convert_opportunity(cr, uid ,[ref("crm_case_4")], ref("base.res_partner_2"))
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self.convert_opportunity(cr, uid ,[ref("crm_case_1")], ref("base.res_partner_2"))
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-
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I check details of converted opportunity.
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-
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!python {model: crm.lead}: |
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lead = self.browse(cr, uid, ref('crm_case_4'))
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lead = self.browse(cr, uid, ref('crm_case_1'))
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assert lead.type == 'opportunity', 'Lead is not converted to opportunity!'
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assert lead.partner_id.id == ref("base.res_partner_2"), 'Partner mismatch!'
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assert lead.stage_id.id == ref("stage_lead1"), 'Stage of opportunity is incorrect!'
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@ -28,7 +18,7 @@
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-
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!python {model: crm.opportunity2phonecall}: |
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import time
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context.update({'active_model': 'crm.lead', 'active_ids': [ref('crm_case_4')]})
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context.update({'active_model': 'crm.lead', 'active_ids': [ref('crm_case_1')]})
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call_id = self.create(cr, uid, {'date': time.strftime('%Y-%m-%d %H:%M:%S'),
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'name': "Bonjour M. Jean, Comment allez-vous? J'ai bien reçu votre demande, pourrions-nous en parler quelques minutes?"}, context=context)
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self.action_schedule(cr, uid, [call_id], context=context)
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@ -36,28 +26,28 @@
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I check that phonecall is scheduled for that opportunity.
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-
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!python {model: crm.phonecall}: |
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ids = self.search(cr, uid, [('opportunity_id', '=', ref('crm_case_4'))])
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ids = self.search(cr, uid, [('opportunity_id', '=', ref('crm_case_1'))])
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assert len(ids), 'Phonecall is not scheduled'
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-
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Now I schedule meeting with customer.
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-
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!python {model: crm.lead}: |
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self.action_makeMeeting(cr, uid, [ref('crm_case_4')])
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self.action_makeMeeting(cr, uid, [ref('crm_case_1')])
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-
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After communicated with customer, I put some notes with contract details.
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-
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!python {model: crm.lead}: |
|
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self.message_post(cr, uid, [ref('crm_case_4')], subject='Test note', body='Détails envoyés par le client sur le FAX pour la qualité')
|
||||
self.message_post(cr, uid, [ref('crm_case_1')], subject='Test note', body='Détails envoyés par le client sur le FAX pour la qualité')
|
||||
-
|
||||
I win this opportunity
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
self.case_mark_won(cr, uid, [ref("crm_case_4")])
|
||||
self.case_mark_won(cr, uid, [ref("crm_case_1")])
|
||||
-
|
||||
I check details of the opportunity after having won the opportunity.
|
||||
-
|
||||
!python {model: crm.lead}: |
|
||||
lead = self.browse(cr, uid, ref('crm_case_4'))
|
||||
lead = self.browse(cr, uid, ref('crm_case_1'))
|
||||
assert lead.stage_id.id == ref('crm.stage_lead6'), "Opportunity stage should be 'Won'."
|
||||
assert lead.state == 'done', "Opportunity is not in 'done' state!"
|
||||
assert lead.probability == 100.0, "Revenue probability should be 100.0!"
|
||||
|
|
@ -104,7 +94,6 @@
|
|||
-
|
||||
!python {model: crm.meeting}: |
|
||||
context.update({'active_model': 'crm.meeting'})
|
||||
self.case_open(cr, uid, [ref('base_calendar.crm_meeting_4')])
|
||||
-
|
||||
I invite a user for meeting.
|
||||
-
|
||||
|
|
|
|||
|
|
@ -19,20 +19,12 @@
|
|||
#
|
||||
##############################################################################
|
||||
|
||||
from openerp.addons.base_status.base_stage import base_stage
|
||||
import binascii
|
||||
from openerp.addons.crm import crm
|
||||
from openerp.osv import fields, osv
|
||||
import time
|
||||
from openerp import tools
|
||||
from openerp.tools.translate import _
|
||||
from openerp.tools import html2plaintext
|
||||
|
||||
CRM_CLAIM_PENDING_STATES = (
|
||||
crm.AVAILABLE_STATES[2][0], # Cancelled
|
||||
crm.AVAILABLE_STATES[3][0], # Done
|
||||
crm.AVAILABLE_STATES[4][0], # Pending
|
||||
)
|
||||
|
||||
class crm_claim_stage(osv.osv):
|
||||
""" Model for claim stages. This models the main stages of a claim
|
||||
|
|
@ -51,8 +43,6 @@ class crm_claim_stage(osv.osv):
|
|||
'section_ids':fields.many2many('crm.case.section', 'section_claim_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(crm.AVAILABLE_STATES, 'Status', required=True, help="The related status for the stage. The status of your document will automatically change regarding the selected stage. For example, if a stage is related to the status 'Close', when your document reaches this stage, it will be automatically have the 'closed' status."),
|
||||
'case_refused': fields.boolean('Refused stage',
|
||||
help='Refused stages are specific stages for done.'),
|
||||
'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',
|
||||
|
|
@ -63,10 +53,9 @@ class crm_claim_stage(osv.osv):
|
|||
'sequence': lambda *args: 1,
|
||||
'state': 'draft',
|
||||
'fold': False,
|
||||
'case_refused': False,
|
||||
}
|
||||
|
||||
class crm_claim(base_stage, osv.osv):
|
||||
class crm_claim(osv.osv):
|
||||
""" Crm claim
|
||||
"""
|
||||
_name = "crm.claim"
|
||||
|
|
@ -74,6 +63,15 @@ class crm_claim(base_stage, osv.osv):
|
|||
_order = "priority,date desc"
|
||||
_inherit = ['mail.thread']
|
||||
|
||||
def _get_default_section_id(self, cr, uid, context=None):
|
||||
""" Gives default section by checking if present in the context """
|
||||
return self.pool.get('crm.lead')._resolve_section_id_from_context(cr, uid, context=context) or False
|
||||
|
||||
def _get_default_stage_id(self, cr, uid, context=None):
|
||||
""" Gives default stage_id """
|
||||
section_id = self._get_default_section_id(cr, uid, context=context)
|
||||
return self.stage_find(cr, uid, [], section_id, [('state', '=', 'draft')], context=context)
|
||||
|
||||
_columns = {
|
||||
'id': fields.integer('ID', readonly=True),
|
||||
'name': fields.char('Claim Subject', size=128, required=True),
|
||||
|
|
@ -117,15 +115,13 @@ class crm_claim(base_stage, osv.osv):
|
|||
}
|
||||
|
||||
_defaults = {
|
||||
'user_id': lambda s, cr, uid, c: s._get_default_user(cr, uid, c),
|
||||
'partner_id': lambda s, cr, uid, c: s._get_default_partner(cr, uid, c),
|
||||
'email_from': lambda s, cr, uid, c: s._get_default_email(cr, uid, c),
|
||||
'user_id': lambda s, cr, uid, c: uid,
|
||||
'section_id': lambda s, cr, uid, c: s._get_default_section_id(cr, uid, c),
|
||||
'date': fields.datetime.now,
|
||||
'date': fields.datetime.now(),
|
||||
'company_id': lambda s, cr, uid, c: s.pool.get('res.company')._company_default_get(cr, uid, 'crm.case', context=c),
|
||||
'priority': lambda *a: crm.AVAILABLE_PRIORITIES[2][0],
|
||||
'active': lambda *a: 1,
|
||||
'stage_id':lambda s, cr, uid, c: s._get_default_stage_id(cr, uid, c)
|
||||
'stage_id': lambda s, cr, uid, c: s._get_default_stage_id(cr, uid, c)
|
||||
}
|
||||
|
||||
def stage_find(self, cr, uid, cases, section_id, domain=[], order='sequence', context=None):
|
||||
|
|
@ -158,27 +154,24 @@ class crm_claim(base_stage, osv.osv):
|
|||
return stage_ids[0]
|
||||
return False
|
||||
|
||||
def case_refuse(self, cr, uid, ids, context=None):
|
||||
""" Mark the case as refused: state=done and case_refused=True """
|
||||
for lead in self.browse(cr, uid, ids):
|
||||
stage_id = self.stage_find(cr, uid, [lead], lead.section_id.id or False, ['&', ('state', '=', 'done'), ('case_refused', '=', True)], context=context)
|
||||
if stage_id:
|
||||
self.case_set(cr, uid, [lead.id], values_to_update={}, new_stage_id=stage_id, context=context)
|
||||
return True
|
||||
|
||||
def onchange_partner_id(self, cr, uid, ids, part, email=False):
|
||||
def onchange_partner_id(self, cr, uid, ids, partner_id, email=False, context=None):
|
||||
"""This function returns value of partner address based on partner
|
||||
:param part: Partner's id
|
||||
:param email: ignored
|
||||
"""
|
||||
if not part:
|
||||
return {'value': {'email_from': False,
|
||||
'partner_phone': False
|
||||
}
|
||||
}
|
||||
address = self.pool.get('res.partner').browse(cr, uid, part)
|
||||
if not partner_id:
|
||||
return {'value': {'email_from': False, 'partner_phone': False}}
|
||||
address = self.pool.get('res.partner').browse(cr, uid, partner_id, context=context)
|
||||
return {'value': {'email_from': address.email, 'partner_phone': address.phone}}
|
||||
|
||||
def create(self, cr, uid, vals, context=None):
|
||||
if context is None:
|
||||
context = {}
|
||||
if vals.get('section_id') and not context.get('default_section_id'):
|
||||
context['default_section_id'] = vals.get('section_id')
|
||||
|
||||
# context: no_log, because subtype already handle this
|
||||
return super(crm_claim, self).create(cr, uid, vals, context=context)
|
||||
|
||||
# -------------------------------------------------------
|
||||
# Mail gateway
|
||||
# -------------------------------------------------------
|
||||
|
|
|
|||
|
|
@ -52,7 +52,6 @@
|
|||
<field name="case_default"/>
|
||||
<field name="sequence"/>
|
||||
<field name="state"/>
|
||||
<field name="case_refused"/>
|
||||
<field name="fold"/>
|
||||
</form>
|
||||
</field>
|
||||
|
|
@ -102,10 +101,6 @@
|
|||
<field name="arch" type="xml">
|
||||
<form string="Claim" version="7.0">
|
||||
<header>
|
||||
<button name="case_close" string="Settle" type="object" class="oe_highlight"
|
||||
states="draft,open,pending" groups="base.group_user"/>
|
||||
<button name="case_cancel" string="Reject" type="object" groups="base.group_user"
|
||||
states="draft,open,pending"/>
|
||||
<field name="stage_id" widget="statusbar" clickable="True"/>
|
||||
</header>
|
||||
<sheet string="Claims">
|
||||
|
|
|
|||
|
|
@ -21,25 +21,9 @@
|
|||
-
|
||||
!python {model: crm.claim}: |
|
||||
claim_ids = self.search(cr, uid, [('email_from','=', 'Mr. John Right <info@customer.com>')])
|
||||
self.case_open(cr, uid, claim_ids)
|
||||
-
|
||||
I check Claim Details after open.
|
||||
I check Claim Details after open.
|
||||
-
|
||||
!python {model: crm.claim}: |
|
||||
claim_ids = self.search(cr, uid, [('email_from','=', 'Mr. John Right <info@customer.com>')])
|
||||
claim = self.browse(cr, uid, claim_ids[0])
|
||||
assert claim.state == "open", "Claim is not in Open state"
|
||||
assert claim.stage_id.id == ref("crm.stage_lead2"), "Claim is not in Qualification stage"
|
||||
-
|
||||
After complete all service from our side, I close this claim.
|
||||
-
|
||||
!python {model: crm.claim}: |
|
||||
claim_ids = self.search(cr, uid, [('email_from','=', 'Mr. John Right <info@customer.com>')])
|
||||
self.case_close(cr, uid, claim_ids)
|
||||
-
|
||||
I check Claim details after closed.
|
||||
-
|
||||
!python {model: crm.claim}: |
|
||||
claim_ids = self.search(cr, uid, [('email_from','=', 'Mr. John Right <info@customer.com>')])
|
||||
claim = self.browse(cr, uid, claim_ids[0])
|
||||
assert claim.state == "done", "Claim is not in close state"
|
||||
|
|
|
|||
|
|
@ -20,20 +20,14 @@
|
|||
##############################################################################
|
||||
|
||||
from openerp.addons.base_status.base_state import base_state
|
||||
from openerp.addons.base_status.base_stage import base_stage
|
||||
from openerp.addons.crm import crm
|
||||
from openerp.osv import fields, osv
|
||||
from openerp import tools
|
||||
from openerp.tools.translate import _
|
||||
from openerp.tools import html2plaintext
|
||||
|
||||
CRM_HELPDESK_STATES = (
|
||||
crm.AVAILABLE_STATES[2][0], # Cancelled
|
||||
crm.AVAILABLE_STATES[3][0], # Done
|
||||
crm.AVAILABLE_STATES[4][0], # Pending
|
||||
)
|
||||
|
||||
class crm_helpdesk(base_state, base_stage, osv.osv):
|
||||
class crm_helpdesk(base_state, osv.osv):
|
||||
""" Helpdesk Cases """
|
||||
|
||||
_name = "crm.helpdesk"
|
||||
|
|
@ -80,9 +74,7 @@ class crm_helpdesk(base_state, base_stage, osv.osv):
|
|||
|
||||
_defaults = {
|
||||
'active': lambda *a: 1,
|
||||
'user_id': lambda s, cr, uid, c: s._get_default_user(cr, uid, c),
|
||||
'partner_id': lambda s, cr, uid, c: s._get_default_partner(cr, uid, c),
|
||||
'email_from': lambda s, cr, uid, c: s._get_default_email(cr, uid, c),
|
||||
'user_id': lambda s, cr, uid, c: uid,
|
||||
'state': lambda *a: 'draft',
|
||||
'date': lambda *a: fields.datetime.now(),
|
||||
'company_id': lambda s, cr, uid, c: s.pool.get('res.company')._company_default_get(cr, uid, 'crm.helpdesk', context=c),
|
||||
|
|
|
|||
Loading…
Reference in New Issue