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