261 lines
13 KiB
Python
261 lines
13 KiB
Python
# -*- coding: utf-8 -*-
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##############################################################################
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#
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# OpenERP, Open Source Management Solution
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# Copyright (C) 2004-today OpenERP SA (<http://www.openerp.com>)
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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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from base_status.base_stage import base_stage
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import binascii
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from crm import crm
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from osv import fields, osv
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import time
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import tools
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from tools.translate import _
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CRM_CLAIM_PENDING_STATES = (
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crm.AVAILABLE_STATES[2][0], # Cancelled
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crm.AVAILABLE_STATES[3][0], # Done
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crm.AVAILABLE_STATES[4][0], # Pending
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)
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class crm_claim_stage(osv.osv):
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""" Model for claim stages. This models the main stages of a claim
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management flow. Main CRM objects (leads, opportunities, project
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issues, ...) will now use only stages, instead of state and stages.
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Stages are for example used to display the kanban view of records.
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"""
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_name = "crm.claim.stage"
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_description = "Claim stages"
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_rec_name = 'name'
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_order = "sequence"
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_columns = {
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'name': fields.char('Stage Name', size=64, required=True, translate=True),
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'sequence': fields.integer('Sequence', help="Used to order stages. Lower is better."),
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'section_ids':fields.many2many('crm.case.section', 'section_claim_stage_rel', 'stage_id', 'section_id', string='Sections',
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help="Link between stages and sales teams. When set, this limitate the current stage to the selected sales teams."),
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'state': fields.selection(crm.AVAILABLE_STATES, 'State', required=True, help="The related state for the stage. The state of your document will automatically change regarding the selected stage. For example, if a stage is related to the state 'Close', when your document reaches this stage, it will be automatically have the 'closed' state."),
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'case_refused': fields.boolean('Refused stage',
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help='Refused stages are specific stages for done.'),
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'case_default': fields.boolean('Common to All Teams',
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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."),
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'fold': fields.boolean('Hide in Views when Empty',
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help="This stage is not visible, for example in status bar or kanban view, when there are no records in that stage to display."),
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}
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_defaults = {
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'sequence': lambda *args: 1,
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'state': 'draft',
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'fold': False,
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'case_refused': False,
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}
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class crm_claim(base_stage, osv.osv):
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""" Crm claim
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"""
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_name = "crm.claim"
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_description = "Claim"
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_order = "priority,date desc"
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_inherit = ['mail.thread']
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_mail_compose_message = True
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_columns = {
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'id': fields.integer('ID', readonly=True),
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'name': fields.char('Claim Subject', size=128, required=True),
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'active': fields.boolean('Active'),
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'action_next': fields.char('Next Action', size=200),
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'date_action_next': fields.datetime('Next Action Date'),
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'description': fields.text('Description'),
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'resolution': fields.text('Resolution'),
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'create_date': fields.datetime('Creation Date' , readonly=True),
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'write_date': fields.datetime('Update Date' , readonly=True),
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'date_deadline': fields.date('Deadline'),
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'date_closed': fields.datetime('Closed', readonly=True),
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'date': fields.datetime('Claim Date', select=True),
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'ref' : fields.reference('Reference', selection=crm._links_get, size=128),
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'categ_id': fields.many2one('crm.case.categ', 'Category', \
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domain="[('section_id','=',section_id),\
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('object_id.model', '=', 'crm.claim')]"),
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'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
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'type_action': fields.selection([('correction','Corrective Action'),('prevention','Preventive Action')], 'Action Type'),
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'user_id': fields.many2one('res.users', 'Responsible'),
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'user_fault': fields.char('Trouble Responsible', size=64),
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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"\
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" mail gateway."),
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'company_id': fields.many2one('res.company', 'Company'),
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'partner_id': fields.many2one('res.partner', 'Partner'),
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'email_cc': fields.text('Watchers Emails', size=252, help="These email addresses will be added to the CC field of all inbound and outbound emails for this record before being sent. Separate multiple email addresses with a comma"),
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'email_from': fields.char('Email', size=128, help="These people will receive email."),
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'partner_phone': fields.char('Phone', size=32),
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'stage_id': fields.many2one ('crm.claim.stage', 'Stage',
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domain="['|', ('section_ids', '=', section_id), ('case_default', '=', True)]"),
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'cause': fields.text('Root Cause'),
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'state': fields.related('stage_id', 'state', type="selection", store=True,
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selection=crm.AVAILABLE_STATES, string="State", readonly=True,
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help='The state is set to \'Draft\', when a case is created.\
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If the case is in progress the state is set to \'Open\'.\
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When the case is over, the state is set to \'Done\'.\
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If the case needs to be reviewed then the state is \
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set to \'Pending\'.'),
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}
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_defaults = {
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'user_id': lambda s, cr, uid, c: s._get_default_user(cr, uid, c),
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'partner_id': lambda s, cr, uid, c: s._get_default_partner(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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'section_id': lambda s, cr, uid, c: s._get_default_section_id(cr, uid, c),
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'date': fields.datetime.now,
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'company_id': lambda s, cr, uid, c: s.pool.get('res.company')._company_default_get(cr, uid, 'crm.case', context=c),
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'priority': lambda *a: crm.AVAILABLE_PRIORITIES[2][0],
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'active': lambda *a: 1
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}
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def stage_find(self, cr, uid, cases, section_id, domain=[], order='sequence', context=None):
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""" Override of the base.stage method
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Parameter of the stage search taken from the lead:
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- section_id: if set, stages must belong to this section or
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be a default case
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"""
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if isinstance(cases, (int, long)):
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cases = self.browse(cr, uid, cases, context=context)
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# collect all section_ids
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section_ids = []
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if section_id:
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section_ids.append(section_id)
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for claim in cases:
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if claim.section_id:
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section_ids.append(claim.section_id.id)
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# OR all section_ids and OR with case_default
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search_domain = []
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if section_ids:
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search_domain += [('|')] * len(section_ids)
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for section_id in section_ids:
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search_domain.append(('section_ids', '=', section_id))
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search_domain.append(('case_default', '=', True))
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# AND with the domain in parameter
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search_domain += list(domain)
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# perform search, return the first found
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stage_ids = self.pool.get('crm.claim.stage').search(cr, uid, search_domain, order=order, context=context)
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if stage_ids:
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return stage_ids[0]
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return False
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def create(self, cr, uid, vals, context=None):
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obj_id = super(crm_claim, self).create(cr, uid, vals, context)
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self.create_send_note(cr, uid, [obj_id], context=context)
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return obj_id
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def case_refuse(self, cr, uid, ids, context=None):
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""" Mark the case as refused: state=done and case_refused=True """
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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, ['&', ('state', '=', 'done'), ('case_refused', '=', True)], context=context)
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if stage_id:
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self.case_set(cr, uid, [lead.id], values_to_update={}, new_stage_id=stage_id, context=context)
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return self.case_refuse_send_note(cr, uid, ids, context=context)
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def onchange_partner_id(self, cr, uid, ids, part, email=False):
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"""This function returns value of partner address based on partner
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:param part: Partner's id
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:param email: ignored
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"""
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if not part:
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return {'value': {'email_from': False,
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'partner_phone': False
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}
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}
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address = self.pool.get('res.partner').browse(cr, uid, part)
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return {'value': {'email_from': address.email, 'partner_phone': address.phone}}
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# -------------------------------------------------------
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# Mail gateway
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# -------------------------------------------------------
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def message_new(self, cr, uid, msg, custom_values=None, context=None):
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""" Overrides mail_thread message_new that is called by the mailgateway
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through message_process.
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This override updates the document according to the email.
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"""
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if custom_values is None: custom_values = {}
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custom_values.update({
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'name': msg.get('subject') or _("No Subject"),
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'description': msg.get('body_text'),
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'email_from': msg.get('from'),
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'email_cc': msg.get('cc'),
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})
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if msg.get('priority'):
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custom_values['priority'] = msg.get('priority')
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custom_values.update(self.message_partner_by_email(cr, uid, msg.get('from'), context=context))
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return super(crm_claim,self).message_new(cr, uid, msg, custom_values=custom_values, context=context)
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def message_update(self, cr, uid, ids, msg, update_vals=None, context=None):
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""" Overrides mail_thread message_update that is called by the mailgateway
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through message_process.
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This method updates the document according to the email.
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"""
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if isinstance(ids, (str, int, long)):
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ids = [ids]
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if update_vals is None: update_vals = {}
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if msg.get('priority') in dict(crm.AVAILABLE_PRIORITIES):
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update_vals['priority'] = msg.get('priority')
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maps = {
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'cost':'planned_cost',
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'revenue': 'planned_revenue',
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'probability':'probability'
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}
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for line in msg['body_text'].split('\n'):
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line = line.strip()
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res = tools.misc.command_re.match(line)
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if res and maps.get(res.group(1).lower()):
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key = maps.get(res.group(1).lower())
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update_vals[key] = res.group(2).lower()
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return super(crm_claim,self).message_update(cr, uid, ids, msg, update_vals=update_vals, context=context)
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# ---------------------------------------------------
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# OpenChatter methods and notifications
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# ---------------------------------------------------
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def case_get_note_msg_prefix(self, cr, uid, id, context=None):
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""" Override of default prefix for notifications. """
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return 'Claim'
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def create_send_note(self, cr, uid, ids, context=None):
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msg = _('Claim has been <b>created</b>.')
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return self.message_append_note(cr, uid, ids, body=msg, context=context)
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def case_refuse_send_note(self, cr, uid, ids, context=None):
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msg = _('Claim has been <b>refused</b>.')
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return self.message_append_note(cr, uid, ids, body=msg, context=context)
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def stage_set_send_note(self, cr, uid, ids, stage_id, context=None):
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""" Override of the (void) default notification method. """
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stage_name = self.pool.get('crm.claim.stage').name_get(cr, uid, [stage_id], context=context)[0][1]
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return self.message_append_note(cr, uid, ids, body= _("Stage changed to <b>%s</b>.") % (stage_name), context=context)
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class res_partner(osv.osv):
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_inherit = 'res.partner'
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_columns = {
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'claims_ids': fields.one2many('crm.claim', 'partner_id', 'Claims'),
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}
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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