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[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 2013-07-08 12:30:11 +02:00
parent 67446c03c8
commit 0aac1c7cb0
10 changed files with 95 additions and 187 deletions
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108
addons/crm/crm_lead.py
View File

@ -19,7 +19,6 @@
# #
############################################################################## ##############################################################################
from openerp.addons.base_status.base_stage import base_stage
import crm import crm
from datetime import datetime from datetime import datetime
from operator import itemgetter from operator import itemgetter
@ -68,7 +67,7 @@ CRM_LEAD_PENDING_STATES = (
crm.AVAILABLE_STATES[4][0], # Pending crm.AVAILABLE_STATES[4][0], # Pending
) )
class crm_lead(base_stage, format_address, osv.osv): class crm_lead(format_address, osv.osv):
""" CRM Lead Case """ """ CRM Lead Case """
_name = "crm.lead" _name = "crm.lead"
_description = "Lead/Opportunity" _description = "Lead/Opportunity"
@ -93,18 +92,6 @@ class crm_lead(base_stage, format_address, osv.osv):
context['empty_list_help_document_name'] = _("leads") context['empty_list_help_document_name'] = _("leads")
return super(crm_lead, self).get_empty_list_help(cr, uid, help, context=context) return super(crm_lead, self).get_empty_list_help(cr, uid, help, context=context)
def create(self, cr, uid, vals, context=None):
if context is None:
context = {}
if vals.get('type') and not context.get('default_type'):
context['default_type'] = vals.get('type')
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
create_context = dict(context, mail_create_nolog=True)
return super(crm_lead, self).create(cr, uid, vals, context=create_context)
def _get_default_section_id(self, cr, uid, context=None): def _get_default_section_id(self, cr, uid, context=None):
""" Gives default section by checking if present in the context """ """ Gives default section by checking if present in the context """
return self._resolve_section_id_from_context(cr, uid, context=context) or False return self._resolve_section_id_from_context(cr, uid, context=context) or False
@ -124,8 +111,7 @@ class crm_lead(base_stage, format_address, osv.osv):
if type(context.get('default_section_id')) in (int, long): if type(context.get('default_section_id')) in (int, long):
return context.get('default_section_id') return context.get('default_section_id')
if isinstance(context.get('default_section_id'), basestring): 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=context['default_section_id'], context=context)
section_ids = self.pool.get('crm.case.section').name_search(cr, uid, name=section_name, context=context)
if len(section_ids) == 1: if len(section_ids) == 1:
return int(section_ids[0][0]) return int(section_ids[0][0])
return None return None
@ -324,8 +310,7 @@ class crm_lead(base_stage, format_address, osv.osv):
_defaults = { _defaults = {
'active': 1, 'active': 1,
'type': 'lead', 'type': 'lead',
'user_id': lambda s, cr, uid, c: s._get_default_user(cr, uid, c), 'user_id': lambda s, cr, uid, c: uid,
'email_from': lambda s, cr, uid, c: s._get_default_email(cr, uid, c),
'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),
'section_id': lambda s, cr, uid, c: s._get_default_section_id(cr, uid, c), 'section_id': lambda s, cr, uid, c: s._get_default_section_id(cr, uid, c),
'company_id': lambda s, cr, uid, c: s.pool.get('res.company')._company_default_get(cr, uid, 'crm.lead', context=c), 'company_id': lambda s, cr, uid, c: s.pool.get('res.company')._company_default_get(cr, uid, 'crm.lead', context=c),
@ -339,30 +324,29 @@ class crm_lead(base_stage, format_address, osv.osv):
def onchange_stage_id(self, cr, uid, ids, stage_id, context=None): def onchange_stage_id(self, cr, uid, ids, stage_id, context=None):
if not stage_id: if not stage_id:
return {'value':{}} return {'value': {}}
stage = self.pool.get('crm.case.stage').browse(cr, uid, stage_id, context) stage = self.pool.get('crm.case.stage').browse(cr, uid, stage_id, context)
if not stage.on_change: if not stage.on_change:
return {'value':{}} return {'value': {}}
return {'value':{'probability': stage.probability}} return {'value': {'probability': stage.probability}}
def on_change_partner(self, cr, uid, ids, partner_id, context=None): def on_change_partner_id(self, cr, uid, ids, partner_id, context=None):
result = {}
values = {} values = {}
if partner_id: if partner_id:
partner = self.pool.get('res.partner').browse(cr, uid, partner_id, context=context) partner = self.pool.get('res.partner').browse(cr, uid, partner_id, context=context)
values = { values = {
'partner_name' : partner.name, 'partner_name': partner.name,
'street' : partner.street, 'street': partner.street,
'street2' : partner.street2, 'street2': partner.street2,
'city' : partner.city, 'city': partner.city,
'state_id' : partner.state_id and partner.state_id.id or False, 'state_id': partner.state_id and partner.state_id.id or False,
'country_id' : partner.country_id and partner.country_id.id or False, 'country_id': partner.country_id and partner.country_id.id or False,
'email_from' : partner.email, 'email_from': partner.email,
'phone' : partner.phone, 'phone': partner.phone,
'mobile' : partner.mobile, 'mobile': partner.mobile,
'fax' : partner.fax, 'fax': partner.fax,
} }
return {'value' : values} return {'value': values}
def on_change_user(self, cr, uid, ids, user_id, context=None): def on_change_user(self, cr, uid, ids, user_id, context=None):
""" When changing the user, also set a section_id or restrict section id """ When changing the user, also set a section_id or restrict section id
@ -403,7 +387,7 @@ class crm_lead(base_stage, format_address, osv.osv):
# collect all section_ids # collect all section_ids
section_ids = [] section_ids = []
types = ['both'] types = ['both']
if not cases : if not cases:
type = context.get('default_type') type = context.get('default_type')
types += [type] types += [type]
if section_id: if section_id:
@ -431,24 +415,18 @@ class crm_lead(base_stage, format_address, osv.osv):
return stage_ids[0] return stage_ids[0]
return False return False
def case_cancel(self, cr, uid, ids, context=None): def stage_set(self, cr, uid, ids, stage_id, context=None):
""" Overrides case_cancel from base_stage to set probability """ """ Set the new stage. Now just writes the stage.
res = super(crm_lead, self).case_cancel(cr, uid, ids, context=context) TDE TODO: remove me when removing state
self.write(cr, uid, ids, {'probability' : 0.0}, context=context) """
return res return self.write(cr, uid, ids, {'stage_id': stage_id}, context=context)
def case_reset(self, cr, uid, ids, context=None):
""" Overrides case_reset from base_stage to set probability """
res = super(crm_lead, self).case_reset(cr, uid, ids, context=context)
self.write(cr, uid, ids, {'probability': 0.0}, context=context)
return res
def case_mark_lost(self, cr, uid, ids, context=None): def case_mark_lost(self, cr, uid, ids, context=None):
""" Mark the case as lost: state=cancel and probability=0 """ """ Mark the case as lost: state=cancel and probability=0 """
for lead in self.browse(cr, uid, ids): for lead in self.browse(cr, uid, ids):
stage_id = self.stage_find(cr, uid, [lead], lead.section_id.id or False, [('probability', '=', 0.0),('on_change','=',True)], context=context) stage_id = self.stage_find(cr, uid, [lead], lead.section_id.id or False, [('probability', '=', 0.0),('on_change','=',True)], context=context)
if stage_id: if stage_id:
self.case_set(cr, uid, [lead.id], values_to_update={'probability': 0.0}, new_stage_id=stage_id, context=context) self.stage_set(cr, uid, [lead.id], stage_id, context=context)
return True return True
def case_mark_won(self, cr, uid, ids, context=None): def case_mark_won(self, cr, uid, ids, context=None):
@ -456,7 +434,21 @@ class crm_lead(base_stage, format_address, osv.osv):
for lead in self.browse(cr, uid, ids): for lead in self.browse(cr, uid, ids):
stage_id = self.stage_find(cr, uid, [lead], lead.section_id.id or False, [('probability', '=', 100.0),('on_change','=',True)], context=context) stage_id = self.stage_find(cr, uid, [lead], lead.section_id.id or False, [('probability', '=', 100.0),('on_change','=',True)], context=context)
if stage_id: if stage_id:
self.case_set(cr, uid, [lead.id], values_to_update={'probability': 100.0}, new_stage_id=stage_id, context=context) self.stage_set(cr, uid, [lead.id], stage_id, context=context)
return True
def case_escalate(self, cr, uid, ids, context=None):
""" Escalates case to parent level """
for case in self.browse(cr, uid, ids, context=context):
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 are already at the top level of your sales-team category.\nTherefore you cannot escalate furthermore."))
self.write(cr, uid, [case.id], data, context=context)
return True return True
def set_priority(self, cr, uid, ids, priority): def set_priority(self, cr, uid, ids, priority):
@ -930,12 +922,22 @@ class crm_lead(base_stage, format_address, osv.osv):
} }
return res return res
def create(self, cr, uid, vals, context=None):
if context is None:
context = {}
if vals.get('type') and not context.get('default_type'):
context['default_type'] = vals.get('type')
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
create_context = dict(context, mail_create_nolog=True)
return super(crm_lead, self).create(cr, uid, vals, context=create_context)
def write(self, cr, uid, ids, vals, context=None): def write(self, cr, uid, ids, vals, context=None):
if vals.get('stage_id') and not vals.get('probability'): if vals.get('stage_id') and not vals.get('probability'):
# change probability of lead(s) if required by stage onchange_stage_values = self.onchange_stage_id(cr, uid, ids, vals.get('stage_id'), context=context)['value']
stage = self.pool.get('crm.case.stage').browse(cr, uid, vals['stage_id'], context=context) vals.update(onchange_stage_values)
if stage.on_change:
vals['probability'] = stage.probability
return super(crm_lead, self).write(cr, uid, ids, vals, context=context) return super(crm_lead, self).write(cr, uid, ids, vals, context=context)
def new_mail_send(self, cr, uid, ids, context=None): def new_mail_send(self, cr, uid, ids, context=None):
@ -1022,7 +1024,7 @@ class crm_lead(base_stage, format_address, osv.osv):
'user_id': False, 'user_id': False,
} }
if msg.get('author_id'): if msg.get('author_id'):
defaults.update(self.on_change_partner(cr, uid, None, msg.get('author_id'), context=context)['value']) defaults.update(self.on_change_partner_id(cr, uid, None, msg.get('author_id'), context=context)['value'])
if msg.get('priority') in dict(crm.AVAILABLE_PRIORITIES): if msg.get('priority') in dict(crm.AVAILABLE_PRIORITIES):
defaults['priority'] = msg.get('priority') defaults['priority'] = msg.get('priority')
defaults.update(custom_values) defaults.update(custom_values)

7
addons/crm/crm_lead_demo.xml
View File

@ -263,13 +263,6 @@ Andrew</field>
<field eval="1" name="active"/> <field eval="1" name="active"/>
</record> </record>
<!-- Call Function to Cancel the leads (set as Dead) -->
<function model="crm.lead" name="case_cancel"
eval="[ ref('crm_case_12'), ref('crm_case_7'),
ref('crm_case_3'), ref('crm_case_8')],
{'install_mode': True}"
/>
<!-- Call Function to set the leads as Unread --> <!-- Call Function to set the leads as Unread -->
<function model="crm.lead" name="message_mark_as_unread" <function model="crm.lead" name="message_mark_as_unread"
eval="[ ref('crm_case_1'), ref('crm_case_2'), eval="[ ref('crm_case_1'), ref('crm_case_2'),

8
addons/crm/crm_lead_view.xml
View File

@ -95,10 +95,6 @@
<header> <header>
<button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action" <button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
states="draft,open,pending" help="Convert to Opportunity" class="oe_highlight"/> states="draft,open,pending" help="Convert to Opportunity" class="oe_highlight"/>
<button name="case_reset" string="Reset" type="object"
states="cancel"/>
<button name="case_cancel" string="Cancel Case" type="object"
states="draft,open,pending"/>
<field name="stage_id" widget="statusbar" clickable="True" <field name="stage_id" widget="statusbar" clickable="True"
domain="['&amp;', '|', ('case_default', '=', True), ('section_ids', '=', section_id), '|', ('type', '=', type), ('type', '=', 'both')]" domain="['&amp;', '|', ('case_default', '=', True), ('section_ids', '=', section_id), '|', ('type', '=', type), ('type', '=', 'both')]"
on_change="onchange_stage_id(stage_id)"/> on_change="onchange_stage_id(stage_id)"/>
@ -118,7 +114,7 @@
<field name="partner_name" string="Company Name"/> <field name="partner_name" string="Company Name"/>
<!-- Preload all the partner's information --> <!-- Preload all the partner's information -->
<field name="partner_id" string="Customer" <field name="partner_id" string="Customer"
on_change="on_change_partner(partner_id)" on_change="on_change_partner_id(partner_id)"
options='{"create_name_field": "name"}' options='{"create_name_field": "name"}'
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}"/> 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}"/>
<label for="street" string="Address"/> <label for="street" string="Address"/>
@ -617,7 +613,7 @@
<field name="state">code</field> <field name="state">code</field>
<field name="code"> <field name="code">
if context.get('active_model') == 'crm.lead' and context.get('active_ids'): if context.get('active_model') == 'crm.lead' and context.get('active_ids'):
self.case_cancel(cr, uid, context['active_ids'], context=context) self.case_mark_lost(cr, uid, context['active_ids'], context=context)
</field> </field>
<field name="groups_id" eval="[(4,ref('base.group_sale_salesman'))]"/> <field name="groups_id" eval="[(4,ref('base.group_sale_salesman'))]"/>
</record> </record>

31
addons/crm/test/crm_lead_cancel.yml
View File

@ -4,37 +4,6 @@
!python {model: crm.lead}: | !python {model: crm.lead}: |
section_id = self.pool.get('crm.case.section').create(cr, uid, {'name': "Phone Marketing", 'parent_id': ref("crm.crm_case_section_2")}) section_id = self.pool.get('crm.case.section').create(cr, uid, {'name': "Phone Marketing", 'parent_id': ref("crm.crm_case_section_2")})
self.write(cr, uid, [ref("crm_case_1")], {'section_id': section_id}) self.write(cr, uid, [ref("crm_case_1")], {'section_id': section_id})
self.case_cancel(cr, uid, [ref("crm_case_1")])
-
I check cancelled lead.
-
!python {model: crm.lead}: |
lead = self.browse(cr, uid, ref('crm_case_1'))
assert lead.stage_id.id == ref('crm.stage_lead7'), "Stage should be 'Dead' and is %s." % (lead.stage_id.name)
assert lead.state == 'cancel', "Opportunity is not in 'cancel' state."
assert lead.probability == 0.0, 'Opportunity is probably wrong and should be 0.0.'
-
I reset cancelled lead into unqualified lead.
-
!python {model: crm.lead}: |
self.case_reset(cr, uid, [ref("crm_case_1")])
-
I check unqualified lead after reset.
-
!assert {model: crm.lead, id: crm.crm_case_1, string: Lead is in draft state}:
- state == "draft"
-
I re-open the lead
-
!python {model: crm.lead}: |
self.case_open(cr, uid, [ref("crm_case_1")])
-
I check stage and state of the re-opened lead
-
!python {model: crm.lead}: |
lead = self.browse(cr, uid, ref('crm.crm_case_1'))
assert lead.stage_id.id == ref('crm.stage_lead2'), "Opportunity stage should be 'Qualification'."
assert lead.state == 'open', "Opportunity should be in 'open' state."
- -
I escalate the lead to parent team. I escalate the lead to parent team.
- -

7
addons/crm/test/crm_lead_onchange.yml
View File

@ -20,9 +20,4 @@
- -
!record {model: crm.phonecall, id: crm_phonecall_5}: !record {model: crm.phonecall, id: crm_phonecall_5}:
name: 'Bad time' name: 'Bad time'
partner_id: base.res_partner_5 partner_id: base.res_partner_5
-
I set the next stage to "New" for the lead.
-
!python {model: crm.lead}: |
self.stage_next(cr, uid, [ref("crm_case_4")], context={'stage_type': 'lead'})

27
addons/crm/test/lead2opportunity2win.yml
View File

@ -1,25 +1,15 @@
- -
In order to test the conversion of a lead into a opportunity, In order to test the conversion of a lead into a opportunity,
-
I open a lead.
-
!python {model: crm.lead}: |
self.case_open(cr, uid, [ref("crm_case_4")])
-
I check if the lead state is "Open".
-
!assert {model: crm.lead, id: crm.crm_case_4, string: Lead state is Open}:
- state == "open"
- -
I convert lead into opportunity for exiting customer. I convert lead into opportunity for exiting customer.
- -
!python {model: crm.lead}: | !python {model: crm.lead}: |
self.convert_opportunity(cr, uid ,[ref("crm_case_4")], ref("base.res_partner_2")) self.convert_opportunity(cr, uid ,[ref("crm_case_1")], ref("base.res_partner_2"))
- -
I check details of converted opportunity. I check details of converted opportunity.
- -
!python {model: crm.lead}: | !python {model: crm.lead}: |
lead = self.browse(cr, uid, ref('crm_case_4')) lead = self.browse(cr, uid, ref('crm_case_1'))
assert lead.type == 'opportunity', 'Lead is not converted to opportunity!' assert lead.type == 'opportunity', 'Lead is not converted to opportunity!'
assert lead.partner_id.id == ref("base.res_partner_2"), 'Partner mismatch!' assert lead.partner_id.id == ref("base.res_partner_2"), 'Partner mismatch!'
assert lead.stage_id.id == ref("stage_lead1"), 'Stage of opportunity is incorrect!' assert lead.stage_id.id == ref("stage_lead1"), 'Stage of opportunity is incorrect!'
@ -28,7 +18,7 @@
- -
!python {model: crm.opportunity2phonecall}: | !python {model: crm.opportunity2phonecall}: |
import time import time
context.update({'active_model': 'crm.lead', 'active_ids': [ref('crm_case_4')]}) context.update({'active_model': 'crm.lead', 'active_ids': [ref('crm_case_1')]})
call_id = self.create(cr, uid, {'date': time.strftime('%Y-%m-%d %H:%M:%S'), call_id = self.create(cr, uid, {'date': time.strftime('%Y-%m-%d %H:%M:%S'),
'name': "Bonjour M. Jean, Comment allez-vous? J'ai bien reçu votre demande, pourrions-nous en parler quelques minutes?"}, context=context) 'name': "Bonjour M. Jean, Comment allez-vous? J'ai bien reçu votre demande, pourrions-nous en parler quelques minutes?"}, context=context)
self.action_schedule(cr, uid, [call_id], context=context) self.action_schedule(cr, uid, [call_id], context=context)
@ -36,28 +26,28 @@
I check that phonecall is scheduled for that opportunity. I check that phonecall is scheduled for that opportunity.
- -
!python {model: crm.phonecall}: | !python {model: crm.phonecall}: |
ids = self.search(cr, uid, [('opportunity_id', '=', ref('crm_case_4'))]) ids = self.search(cr, uid, [('opportunity_id', '=', ref('crm_case_1'))])
assert len(ids), 'Phonecall is not scheduled' assert len(ids), 'Phonecall is not scheduled'
- -
Now I schedule meeting with customer. Now I schedule meeting with customer.
- -
!python {model: crm.lead}: | !python {model: crm.lead}: |
self.action_makeMeeting(cr, uid, [ref('crm_case_4')]) self.action_makeMeeting(cr, uid, [ref('crm_case_1')])
- -
After communicated with customer, I put some notes with contract details. After communicated with customer, I put some notes with contract details.
- -
!python {model: crm.lead}: | !python {model: crm.lead}: |
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 I win this opportunity
- -
!python {model: crm.lead}: | !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. I check details of the opportunity after having won the opportunity.
- -
!python {model: crm.lead}: | !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.stage_id.id == ref('crm.stage_lead6'), "Opportunity stage should be 'Won'."
assert lead.state == 'done', "Opportunity is not in 'done' state!" assert lead.state == 'done', "Opportunity is not in 'done' state!"
assert lead.probability == 100.0, "Revenue probability should be 100.0!" assert lead.probability == 100.0, "Revenue probability should be 100.0!"
@ -104,7 +94,6 @@
- -
!python {model: crm.meeting}: | !python {model: crm.meeting}: |
context.update({'active_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. I invite a user for meeting.
- -

59
addons/crm_claim/crm_claim.py
View File

@ -19,20 +19,12 @@
# #
############################################################################## ##############################################################################
from openerp.addons.base_status.base_stage import base_stage
import binascii
from openerp.addons.crm import crm from openerp.addons.crm import crm
from openerp.osv import fields, osv from openerp.osv import fields, osv
import time
from openerp import tools from openerp import tools
from openerp.tools.translate import _ from openerp.tools.translate import _
from openerp.tools import html2plaintext 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): class crm_claim_stage(osv.osv):
""" Model for claim stages. This models the main stages of a claim """ 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', '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."), 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."), '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', '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."), 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', 'fold': fields.boolean('Hide in Views when Empty',
@ -63,10 +53,9 @@ class crm_claim_stage(osv.osv):
'sequence': lambda *args: 1, 'sequence': lambda *args: 1,
'state': 'draft', 'state': 'draft',
'fold': False, 'fold': False,
'case_refused': False,
} }
class crm_claim(base_stage, osv.osv): class crm_claim(osv.osv):
""" Crm claim """ Crm claim
""" """
_name = "crm.claim" _name = "crm.claim"
@ -74,6 +63,15 @@ class crm_claim(base_stage, osv.osv):
_order = "priority,date desc" _order = "priority,date desc"
_inherit = ['mail.thread'] _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 = { _columns = {
'id': fields.integer('ID', readonly=True), 'id': fields.integer('ID', readonly=True),
'name': fields.char('Claim Subject', size=128, required=True), 'name': fields.char('Claim Subject', size=128, required=True),
@ -117,15 +115,13 @@ class crm_claim(base_stage, osv.osv):
} }
_defaults = { _defaults = {
'user_id': lambda s, cr, uid, c: s._get_default_user(cr, uid, c), 'user_id': lambda s, cr, uid, c: uid,
'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),
'section_id': lambda s, cr, uid, c: s._get_default_section_id(cr, uid, c), '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), '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], 'priority': lambda *a: crm.AVAILABLE_PRIORITIES[2][0],
'active': lambda *a: 1, '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): 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 stage_ids[0]
return False return False
def case_refuse(self, cr, uid, ids, context=None): def onchange_partner_id(self, cr, uid, ids, partner_id, email=False, 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):
"""This function returns value of partner address based on partner """This function returns value of partner address based on partner
:param part: Partner's id
:param email: ignored :param email: ignored
""" """
if not part: if not partner_id:
return {'value': {'email_from': False, return {'value': {'email_from': False, 'partner_phone': False}}
'partner_phone': False address = self.pool.get('res.partner').browse(cr, uid, partner_id, context=context)
}
}
address = self.pool.get('res.partner').browse(cr, uid, part)
return {'value': {'email_from': address.email, 'partner_phone': address.phone}} 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 # Mail gateway
# ------------------------------------------------------- # -------------------------------------------------------

5
addons/crm_claim/crm_claim_view.xml
View File

@ -52,7 +52,6 @@
<field name="case_default"/> <field name="case_default"/>
<field name="sequence"/> <field name="sequence"/>
<field name="state"/> <field name="state"/>
<field name="case_refused"/>
<field name="fold"/> <field name="fold"/>
</form> </form>
</field> </field>
@ -102,10 +101,6 @@
<field name="arch" type="xml"> <field name="arch" type="xml">
<form string="Claim" version="7.0"> <form string="Claim" version="7.0">
<header> <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"/> <field name="stage_id" widget="statusbar" clickable="True"/>
</header> </header>
<sheet string="Claims"> <sheet string="Claims">

18
addons/crm_claim/test/process/claim.yml
View File

@ -21,25 +21,9 @@
- -
!python {model: crm.claim}: | !python {model: crm.claim}: |
claim_ids = self.search(cr, uid, [('email_from','=', 'Mr. John Right <info@customer.com>')]) 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}: | !python {model: crm.claim}: |
claim_ids = self.search(cr, uid, [('email_from','=', 'Mr. John Right <info@customer.com>')]) claim_ids = self.search(cr, uid, [('email_from','=', 'Mr. John Right <info@customer.com>')])
claim = self.browse(cr, uid, claim_ids[0]) 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"

12
addons/crm_helpdesk/crm_helpdesk.py
View File

@ -20,20 +20,14 @@
############################################################################## ##############################################################################
from openerp.addons.base_status.base_state import base_state 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.addons.crm import crm
from openerp.osv import fields, osv from openerp.osv import fields, osv
from openerp import tools from openerp import tools
from openerp.tools.translate import _ from openerp.tools.translate import _
from openerp.tools import html2plaintext 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 """ """ Helpdesk Cases """
_name = "crm.helpdesk" _name = "crm.helpdesk"
@ -80,9 +74,7 @@ class crm_helpdesk(base_state, base_stage, osv.osv):
_defaults = { _defaults = {
'active': lambda *a: 1, 'active': lambda *a: 1,
'user_id': lambda s, cr, uid, c: s._get_default_user(cr, uid, c), 'user_id': lambda s, cr, uid, c: uid,
'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),
'state': lambda *a: 'draft', 'state': lambda *a: 'draft',
'date': lambda *a: fields.datetime.now(), '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), 'company_id': lambda s, cr, uid, c: s.pool.get('res.company')._company_default_get(cr, uid, 'crm.helpdesk', context=c),