odoo/addons/crm/crm.py

533 lines
22 KiB
Python

##############################################################################
#
# Copyright (c) 2004-2006 TINY SPRL. (http://tiny.be) All Rights Reserved.
#
# WARNING: This program as such is intended to be used by professional
# programmers who take the whole responsability of assessing all potential
# consequences resulting from its eventual inadequacies and bugs
# End users who are looking for a ready-to-use solution with commercial
# garantees and support are strongly adviced to contract a Free Software
# Service Company
#
# This program is Free Software; you can redistribute it and/or
# modify it under the terms of the GNU General Public License
# as published by the Free Software Foundation; either version 2
# 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 General Public License for more details.
#
# You should have received a copy of the GNU General Public License
# along with this program; if not, write to the Free Software
# Foundation, Inc., 59 Temple Place - Suite 330, Boston, MA 02111-1307, USA.
#
##############################################################################
import time
import tools
from osv import fields,osv,orm
import mx.DateTime
MAX_LEVEL = 15
AVAILABLE_STATES = [
('draft','Draft'),
('open','Open'),
('cancel', 'Cancel'),
('done', 'Close'),
('pending','Pending')
]
AVAILABLE_PRIORITIES = [
('5','Lowest'),
('4','Low'),
('3','Normal'),
('2','High'),
('1','Highest')
]
class crm_case_section(osv.osv):
_name = "crm.case.section"
_description = "Case Section"
_columns = {
'name': fields.char('Case Section',size=64, required=True),
'code': fields.char('Section Code',size=8),
'active': fields.boolean('Active'),
'sequence': fields.integer('Sequence'),
'user_id': fields.many2one('res.users', 'Responsible'),
'reply_to': fields.char('Reply-To', size=64, help="The email address wich is the 'Reply-To' of all email sent by Tiny ERP for cases in this section"),
'parent_id': fields.many2one('crm.case.section', 'Parent Section'),
'child_ids': fields.one2many('crm.case.section', 'parent_id', 'Childs Sections'),
}
_defaults = {
'active': lambda *a: 1,
}
_sql_constraints = [
('code_uniq', 'unique (code)', 'The code of the section must be unique !')
]
def menu_create(self, cr, uid, ids, name, menu_parent_id=False, context={}):
menus = {}
menus[-1] = menu_parent_id
for section in self.browse(cr, uid, ids, context):
for (index, mname, mdomain, latest) in [
(0,'',"[('section_id','=',"+str(section.id)+")]", -1),
(1,'My ',"[('section_id','=',"+str(section.id)+"),('user_id','=',uid)]", 0),
(2,'My Unclosed ',"[('section_id','=',"+str(section.id)+"),('user_id','=',uid), ('state','<>','cancel'), ('state','<>','close')]", 1),
(5,'My Open ',"[('section_id','=',"+str(section.id)+"),('user_id','=',uid), ('state','=','open')]", 2),
(6,'My Pending ',"[('section_id','=',"+str(section.id)+"),('user_id','=',uid), ('state','=','pending')]", 2),
(7,'My Draft ',"[('section_id','=',"+str(section.id)+"),('user_id','=',uid), ('state','=','draft')]", 2),
(3,'My Late ',"[('section_id','=',"+str(section.id)+"),('user_id','=',uid), ('date_deadline','<=',time.strftime('%Y-%m-%d')), ('state','<>','cancel'), ('state','<>','close')]", 1),
(4,'My Canceled ',"[('section_id','=',"+str(section.id)+"),('user_id','=',uid), ('state','=','cancel')]", 1),
(8,'All ',"[('section_id','=',"+str(section.id)+"),]", 0),
(9,'Unassigned ',"[('section_id','=',"+str(section.id)+"),('user_id','=',False)]", 8),
(10,'Late ',"[('section_id','=',"+str(section.id)+"),('user_id','=',uid), ('date_deadline','<=',time.strftime('%Y-%m-%d')), ('state','<>','cancel'), ('state','<>','close')]", 8),
(11,'Canceled ',"[('section_id','=',"+str(section.id)+"),('state','=','cancel')]", 8),
(12,'Unclosed ',"[('section_id','=',"+str(section.id)+"),('state','<>','cancel'), ('state','<>','close')]", 8),
(13,'Open ',"[('section_id','=',"+str(section.id)+"),('state','=','open')]", 12),
(14,'Pending ',"[('section_id','=',"+str(section.id)+"),('state','=','pending')]", 12),
(15,'Draft ',"[('section_id','=',"+str(section.id)+"),('state','=','draft')]", 12),
]:
view_mode = 'tree,form'
icon = 'STOCK_JUSTIFY_FILL'
if index==0:
view_mode = 'form,tree'
icon = 'STOCK_NEW'
menu_id=self.pool.get('ir.ui.menu').create(cr, uid, {
'name': mname+name,
'parent_id': menus[latest],
'icon': icon
})
menus[index] = menu_id
action_id = self.pool.get('ir.actions.act_window').create(cr,uid, {
'name': 'Action '+mname+name+' Cases',
'res_model': 'crm.case',
'domain': mdomain,
'view_type': 'form',
'view_mode': view_mode,
})
self.pool.get('ir.values').create(cr, uid, {
'name': 'Open Cases',
'key2': 'tree_but_open',
'model': 'ir.ui.menu',
'res_id': menu_id,
'value': 'ir.actions.act_window,%d'%action_id,
'object': True
})
return True
def name_get(self, cr, uid, ids, context={}):
if not len(ids):
return []
reads = self.read(cr, uid, ids, ['name','parent_id'], context)
res = []
for record in reads:
name = record['name']
if record['parent_id']:
name = record['parent_id'][1]+' / '+name
res.append((record['id'], name))
return res
crm_case_section()
class crm_case_categ(osv.osv):
_name = "crm.case.categ"
_description = "Category of case"
_columns = {
'name': fields.char('Case Category Name', size=64, required=True),
'section_id': fields.many2one('crm.case.section', 'Case Section'),
}
crm_case_categ()
class crm_case_rule(osv.osv):
_name = "crm.case.rule"
_description = "Case Rule"
_columns = {
'name': fields.char('Rule Name',size=64, required=True),
'active': fields.boolean('Active'),
'sequence': fields.integer('Sequence'),
'trg_state_from': fields.selection([('','')]+AVAILABLE_STATES, 'Case state from', size=16),
'trg_state_to': fields.selection([('','')]+AVAILABLE_STATES, 'Case state to', size=16),
'trg_date_type': fields.selection([
('none','None'),
('create','Creation Date'),
('action_last','Last Action Date'),
('deadline','Deadline'),
], 'Trigger Date', size=16),
'trg_date_range': fields.integer('Delay after trigger date'),
'trg_date_range_type': fields.selection([('hour','Hours'),('day','Days'),('month','Months')], 'Delay type'),
'trg_section_id': fields.many2one('crm.case.section', 'Section'),
'trg_categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',trg_section_id)]"),
'trg_user_id': fields.many2one('res.users', 'Responsible'),
'trg_partner_id': fields.many2one('res.partner', 'Partner'),
'trg_partner_categ_id': fields.many2one('res.partner.category', 'Partner Category'),
'trg_priority_from': fields.selection([('','')] + AVAILABLE_PRIORITIES, 'Priority min'),
'trg_priority_to': fields.selection([('','')] + AVAILABLE_PRIORITIES, 'Priority max'),
'act_method': fields.char('Call Object Method', size=64),
'act_state': fields.selection([('','')]+AVAILABLE_STATES, 'Set state to', size=16),
'act_section_id': fields.many2one('crm.case.section', 'Set section to'),
'act_user_id': fields.many2one('res.users', 'Set responsible to'),
'act_priority': fields.selection([('','')] + AVAILABLE_PRIORITIES, 'Set priority to'),
'act_email_cc': fields.char('Add watchers (Cc)', size=250),
'act_remind_partner': fields.boolean('Remind partner'),
'act_remind_user': fields.boolean('Remind responsible'),
'act_mail_to_user': fields.boolean('Mail to responsible'),
'act_mail_to_partner': fields.boolean('Mail to partner'),
'act_mail_to_watchers': fields.boolean('Mail to watchers (Cc)'),
'act_mail_to_email': fields.char('Mail to these emails', size=128),
'act_mail_body': fields.text('Mail body')
}
_defaults = {
'active': lambda *a: 1,
'trg_date_type': lambda *a: 'none',
'trg_date_range_type': lambda *a: 'day',
'act_mail_to_user': lambda *a: 0,
'act_remind_partner': lambda *a: 0,
'act_remind_user': lambda *a: 0,
'act_mail_to_partner': lambda *a: 0,
'act_mail_to_watchers': lambda *a: 0,
}
_order = 'sequence'
#
# Function called by the sceduler to proccess cases for date actions
# Only works on not done and canceled cases
#
def _check(self, cr, uid, ids=False, context={}):
cr.execute('select * from crm_case where (date_action_last<%s or date_action_last is null) and (date_action_next<=%s or date_action_next is null) and state not in (\'cancel\',\'done\')', (time.strftime("%Y-%m-%d %H:%M:%S"), time.strftime('%Y-%m-%d %H:%M:%S')) )
ids2 = map(lambda x: x[0], cr.fetchall() or [])
case_obj = self.pool.get('crm.case')
cases = case_obj.browse(cr, uid, ids2, context)
return case_obj._action(cr, uid, cases, False, context=context)
crm_case_rule()
def _links_get(self, cr, uid, context={}):
obj = self.pool.get('res.request.link')
ids = obj.search(cr, uid, [])
res = obj.read(cr, uid, ids, ['object', 'name'], context)
return [(r['object'], r['name']) for r in res]
class crm_case(osv.osv):
_name = "crm.case"
_description = "Case"
_columns = {
'id': fields.integer('Case ID', readonly=True),
'name': fields.char('Case Description',size=64, required=True),
'priority': fields.selection(AVAILABLE_PRIORITIES, 'Priority'),
'active': fields.boolean('Active'),
'description': fields.text('Description'),
'section_id': fields.many2one('crm.case.section', 'Case Section', required=True),
'categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id)]", relate=True),
'planned_revenue': fields.float('Planned Revenue'),
'planned_cost': fields.float('Planned Costs'),
'probability': fields.float('Probability (0.50)'),
'email_from': fields.char('Partner Email', size=128),
'email_cc': fields.char('Watchers Emails', size=252),
'email_last': fields.text('Latest E-Mail'),
'partner_id': fields.many2one('res.partner', 'Partner', relate=True),
'partner_address_id': fields.many2one('res.partner.address', 'Partner Contact', domain="[('partner_id','=',partner_id)]"),
'som': fields.many2one('res.partner.som', 'State of Mind'),
'date': fields.datetime('Date'),
'create_date': fields.datetime('Date Created'),
'date_deadline': fields.date('Date Deadline'),
'date_closed': fields.datetime('Date Closed', readonly=True),
'canal_id': fields.many2one('res.partner.canal', 'Channel', relate=True),
'user_id': fields.many2one('res.users', 'User Responsible', relate=True),
'history_line': fields.one2many('crm.case.history', 'case_id', 'Case History'),
'state': fields.selection(AVAILABLE_STATES, 'State', size=16, readonly=True),
'ref' : fields.reference('Reference', selection=_links_get, size=128),
'ref2' : fields.reference('Reference 2', selection=_links_get, size=128),
'date_action_last': fields.datetime('Date Last Action', readonly=1),
'date_action_next': fields.datetime('Date Next Action', readonly=1),
}
_defaults = {
'active': lambda *a: 1,
'user_id': lambda s,cr,uid,c={}: uid,
'state': lambda *a: 'draft',
'priority': lambda *a: AVAILABLE_PRIORITIES[1][0],
'date': lambda *a: time.strftime('%Y-%m-%d %H:%M:%S'),
}
_order = 'priority, date_deadline, id'
def _action(self, cr, uid, cases, state_to, scrit=[], context={}):
action_ids = self.pool.get('crm.case.rule').search(cr, uid, scrit)
level = MAX_LEVEL
while len(action_ids) and level:
newactions = []
actions = self.pool.get('crm.case.rule').browse(cr, uid, action_ids, context)
for case in cases:
for action in actions:
ok = True
ok = ok and (not action.trg_state_from or action.trg_state_from==case.state)
ok = ok and (not action.trg_state_to or action.trg_state_to==state_to)
ok = ok and (not action.trg_section_id or action.trg_section_id.id==case.section_id.id)
ok = ok and (not action.trg_categ_id or action.trg_categ_id.id==case.categ_id.id)
ok = ok and (not action.trg_user_id.id or action.trg_user_id.id==case.user_id.id)
ok = ok and (not action.trg_partner_id.id or action.trg_partner_id.id==case.partner_id.id)
ok = ok and (
not action.trg_partner_categ_id.id or
(
case.partner_id.id and
(action.trg_partner_categ_id.id in map(lambda x: x.id, case.partner_id.category_id or []))
)
)
ok = ok and (not action.trg_priority_from or action.trg_priority_from<=case.priority)
ok = ok and (not action.trg_priority_to or action.trg_priority_to>=case.priority)
if not ok:
continue
base = False
if action.trg_date_type=='create':
base = mx.DateTime.strptime(case.create_date[:19], '%Y-%m-%d %H:%M:%S')
elif action.trg_date_type=='action_last':
if case.date_action_last:
base = mx.DateTime.strptime(case.date_action_last, '%Y-%m-%d %H:%M:%S')
else:
base = mx.DateTime.strptime(case.create_date[:19], '%Y-%m-%d %H:%M:%S')
elif action.trg_date_type=='deadline':
base = mx.DateTime.strptime(case.date_deadline, '%Y-%m-%d')
if base:
fnct = {
'day': lambda interval: mx.DateTime.RelativeDateTime(days=interval),
'hour': lambda interval: mx.DateTime.RelativeDateTime(hours=interval),
'month': lambda interval: mx.DateTime.RelativeDateTime(months=interval),
}
d = base + fnct[action.trg_date_range_type](action.trg_date_range)
dt = d.strftime('%Y-%m-%d %H:%M:%S')
ok = (dt <= time.strftime('%Y-%m-%d %H:%M:%S')) and ((not case.date_action_next) or dt>case.date_action_next)
if not ok:
if not case.date_action_next or dt<case.date_action_next:
case.date_action_next = dt
self.write(cr, uid, [case.id], {'date_action_next': dt}, context)
else:
ok = action.trg_date_type=='none'
if ok:
write = {}
if action.act_state:
write['state'] = action.act_state
if action.act_section_id:
write['section_id'] = action.act_section_id.id
if action.act_user_id:
write['user_id'] = action.act_user_id.id
if action.act_priority:
write['priority'] = action.act_priority
if action.act_email_cc:
if '@' in (case.email_cc or ''):
write['email_cc'] = case.email_cc+','+action.act_email_cc
else:
write['email_cc'] = action.act_email_cc
write['date_action_last'] = time.strftime('%Y-%m-%d %H:%M:%S')
self.write(cr, uid, [case.id], write, context)
caseobj = self.pool.get('crm.case')
if action.act_remind_user:
caseobj.remind_user(cr, uid, [case.id], context)
if action.act_remind_partner:
caseobj.remind_partner(cr, uid, [case.id], context)
if action.act_method:
getattr(caseobj, 'act_method')(cr, uid, [case.id], action, context)
emails = []
if action.act_mail_to_user:
if case.user_id and case.user_id.address_id:
emails.append(case.user_id.address_id.email)
if action.act_mail_to_partner:
emails.append(case.email_from)
if action.act_mail_to_watchers:
emails += (case.email_cc or '').split(',')
if action.act_mail_to_email:
emails += (action.act_mail_to_email or '').split(',')
emails = filter(None, emails)
if len(emails) and action.act_mail_body:
self.email_send(cr, uid, case, emails, action.act_mail_body)
break
action_ids = newactions
level -= 1
return True
def email_send(self, cr, uid, case, emails, body, context={}):
data = {
'case_id': case.id,
'case_subject': case.name,
'case_date': case.date,
'case_user': case.user_id.name or '/',
'case_user_email': case.user_id.address_id.email,
'case_user_phone': case.user_id.address_id.phone,
'email_from': case.email_from,
'partner': (case.partner_id and case.partner_id.name) or '/',
'partner_email': (case.partner_address_id and case.partner_address_id.email) or '/',
}
body = body % data
tools.email_send(case.user_id.address_id.email, emails, '['+str(case.id)+'] '+case.name, body, reply_to=case.section_id.reply_to)
return True
def __log(self, cr, uid, cases, keyword, context={}):
if not self.pool.get('res.partner.event.type').check(cr, uid, 'crm_case_'+keyword):
return False
for case in cases:
if case.partner_id:
self.pool.get('res.partner.event').create(cr, uid, {
'name':'Case '+keyword+': '+case.name,
'som':(case.som or False) and case.som.id,
'description':case.description,
'partner_id':case.partner_id.id,
'date':case.date,
'canal_id':(case.canal_id or False) and case.canal_id.id,
'user_id':uid,
})
return True
def __history(self, cr, uid, cases, keyword, context={}):
for case in cases:
self.pool.get('crm.case.history').create(cr, uid, {
'name': keyword,
'description': case.description,
'som': False,
'canal_id': False,
'user_id': uid,
'case_id': case.id
})
return True
def create(self, cr, uid, *args, **argv):
res = super(crm_case, self).create(cr, uid, *args, **argv)
cases = self.browse(cr, uid, [res])
self.__log(cr,uid, cases, 'draft')
self._action(cr,uid, cases, 'draft')
return res
def remind_partner(self, cr, uid, ids, *args):
for case in self.browse(cr, uid, ids):
if case.user_id and case.user_id.address_id and case.user_id.address_id.email and case.email_from:
tools.email_send(
case.user_id.address_id.email,
[case.email_from],
'Reminder: '+'['+str(case.id)+']'+' '+case.name,
case.email_last or case.description, reply_to=case.section_id.reply_to
)
return True
def remind_user(self, cr, uid, ids, *args):
for case in self.browse(cr, uid, ids):
if case.user_id and case.user_id.address_id and case.user_id.address_id.email and case.email_from:
tools.email_send(
case.email_from,
[case.user_id.address_id.email],
'Reminder: '+'['+str(case.id)+']'+' '+case.name,
case.email_last or case.description, reply_to=case.section_id.reply_to
)
return True
def case_log(self, cr, uid, ids, *args):
cases = self.browse(cr, uid, ids)
self.__history(cr, uid, cases, '')
return self.write(cr, uid, ids, {'description':False, 'som':False, 'canal_id': False})
def case_log_reply(self, cr, uid, ids, *args):
cases = self.browse(cr, uid, ids)
for case in cases:
if not case.email_from:
raise osv.except_osv('Error !', 'You must put a Partner eMail to use this action !')
self.__history(cr, uid, cases, '')
for case in cases:
self.write(cr, uid, [case.id], {'description':False, 'som':False, 'canal_id': False, 'email_last':case.description})
emails = [case.email_from] + (case.email_cc or '').split(',')
emails = filter(None, emails)
tools.email_send(case.user_id.address_id.email, emails, '['+str(case.id)+'] '+case.name, case.description, reply_to=case.section_id.reply_to)
return True
def onchange_partner_id(self, cr, uid, ids, part, email=False):
if not part:
return {'value':{'partner_address_id': False}}
addr = self.pool.get('res.partner').address_get(cr, uid, [part], ['contact'])
data = {'partner_address_id':addr['contact']}
if addr['contact'] and not email:
data['email_from'] = self.pool.get('res.partner.address').browse(cr, uid, addr['contact']).email
return {'value':data}
def onchange_partner_address_id(self, cr, uid, ids, part, email=False):
if not part:
return {'value':{}}
data = {}
if not email:
data['email_from'] = self.pool.get('res.partner.address').browse(cr, uid, part).email
return {'value':data}
def case_close(self, cr, uid, ids, *args):
cases = self.browse(cr, uid, ids)
self.__log(cr,uid, cases, 'close')
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_open(self, cr, uid, ids, *args):
cases = self.browse(cr, uid, ids)
self.__log(cr, uid, cases, 'open')
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, ids, data)
self._action(cr,uid, cases, 'open')
return True
def emails_get(self, cr, uid, id, context={}):
case = self.browse(cr, uid, id)
return ((case.user_id and case.user_id.address_id and case.user_id.address_id.email) or False, case.email_from, case.email_cc, case.priority)
def case_cancel(self, cr, uid, ids, *args):
cases = self.browse(cr, uid, ids)
self.__log(cr, uid, cases, 'cancel')
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):
cases = self.browse(cr, uid, ids)
self.__log(cr, uid, cases, 'pending')
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):
cases = self.browse(cr, uid, ids)
self.__log(cr, uid, cases, 'draft')
self.__history(cr, uid, cases, 'Draft')
self.write(cr, uid, ids, {'state':'draft', 'active':True})
self._action(cr, uid, cases, 'draft')
return True
crm_case()
class crm_case_history(osv.osv):
_name = "crm.case.history"
_description = "Case history"
_columns = {
'name': fields.char('Name', size=64),
'description': fields.text('Description'),
'som': fields.many2one('res.partner.som', 'State of Mind'),
'date': fields.date('Date'),
'canal_id': fields.many2one('res.partner.canal', 'Channel'),
'user_id': fields.many2one('res.users', 'User Responsible', readonly=True),
'case_id': fields.many2one('crm.case', 'Case', required=True, ondelete='cascade')
}
_defaults = {
'date': lambda *a: time.strftime('%Y-%m-%d'),
}
crm_case_history()