245 lines
11 KiB
Python
245 lines
11 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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import base64
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import time
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from lxml import etree
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from openerp.osv import fields
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from openerp.osv import osv
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from openerp import tools
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from openerp.tools.translate import _
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MAX_LEVEL = 15
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AVAILABLE_STATES = [
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('draft', 'New'),
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('cancel', 'Cancelled'),
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('open', 'In Progress'),
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('pending', 'Pending'),
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('done', 'Closed')
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]
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AVAILABLE_PRIORITIES = [
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('1', 'Highest'),
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('2', 'High'),
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('3', 'Normal'),
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('4', 'Low'),
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('5', 'Lowest'),
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]
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class crm_case_channel(osv.osv):
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_name = "crm.case.channel"
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_description = "Channels"
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_order = 'name'
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_columns = {
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'name': fields.char('Channel Name', size=64, required=True),
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'active': fields.boolean('Active'),
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}
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_defaults = {
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'active': lambda *a: 1,
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}
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class crm_case_stage(osv.osv):
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""" Model for case stages. This models the main stages of a document
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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.case.stage"
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_description = "Stage of case"
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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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'probability': fields.float('Probability (%)', required=True, help="This percentage depicts the default/average probability of the Case for this stage to be a success"),
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'on_change': fields.boolean('Change Probability Automatically', help="Setting this stage will change the probability automatically on the opportunity."),
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'requirements': fields.text('Requirements'),
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'section_ids':fields.many2many('crm.case.section', 'section_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(AVAILABLE_STATES, 'Related Status', required=True,
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help="The status of your document will automatically change regarding the selected stage. " \
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"For example, if a stage is related to the status 'Close', when your document reaches this stage, it is automatically closed."),
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'case_default': fields.boolean('Default to New Sales Team',
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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('Fold by Default',
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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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'type': fields.selection([ ('lead','Lead'),
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('opportunity', 'Opportunity'),
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('both', 'Both')],
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string='Type', size=16, required=True,
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help="This field is used to distinguish stages related to Leads from stages related to Opportunities, or to specify stages available for both types."),
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}
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_defaults = {
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'sequence': lambda *args: 1,
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'probability': lambda *args: 0.0,
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'state': 'open',
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'fold': False,
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'type': 'both',
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'case_default': True,
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}
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class crm_case_section(osv.osv):
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""" Model for sales teams. """
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_name = "crm.case.section"
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_inherits = {'mail.alias': 'alias_id'}
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_inherit = "mail.thread"
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_description = "Sales Teams"
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_order = "complete_name"
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def get_full_name(self, cr, uid, ids, field_name, arg, context=None):
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return dict(self.name_get(cr, uid, ids, context=context))
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_columns = {
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'name': fields.char('Sales Team', size=64, required=True, translate=True),
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'complete_name': fields.function(get_full_name, type='char', size=256, readonly=True, store=True),
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'code': fields.char('Code', size=8),
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'active': fields.boolean('Active', help="If the active field is set to "\
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"true, it will allow you to hide the sales team without removing it."),
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'change_responsible': fields.boolean('Reassign Escalated', help="When escalating to this team override the salesman with the team leader."),
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'user_id': fields.many2one('res.users', 'Team Leader'),
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'member_ids': fields.many2many('res.users', 'sale_member_rel', 'section_id', 'member_id', 'Team Members'),
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'reply_to': fields.char('Reply-To', size=64, help="The email address put in the 'Reply-To' of all emails sent by OpenERP about cases in this sales team"),
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'parent_id': fields.many2one('crm.case.section', 'Parent Team'),
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'child_ids': fields.one2many('crm.case.section', 'parent_id', 'Child Teams'),
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'resource_calendar_id': fields.many2one('resource.calendar', "Working Time", help="Used to compute open days"),
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'note': fields.text('Description'),
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'working_hours': fields.float('Working Hours', digits=(16, 2)),
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'stage_ids': fields.many2many('crm.case.stage', 'section_stage_rel', 'section_id', 'stage_id', 'Stages'),
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'alias_id': fields.many2one('mail.alias', 'Alias', ondelete="restrict", required=True,
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help="The email address associated with this team. New emails received will automatically "
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"create new leads assigned to the team."),
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'open_lead_ids': fields.one2many('crm.lead', 'section_id',
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string='Open Leads', readonly=True,
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domain=['&', ('type', '!=', 'opportunity'), ('state', 'not in', ['done', 'cancel'])]),
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'open_opportunity_ids': fields.one2many('crm.lead', 'section_id',
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string='Open Opportunities', readonly=True,
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domain=['&', '|', ('type', '=', 'opportunity'), ('type', '=', 'both'), ('state', 'not in', ['done', 'cancel'])]),
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'color': fields.integer('Color Index'),
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'use_leads': fields.boolean('Leads',
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help="This enables the management of leads in the sales team. Otherwise the sales team manages only opportunities."),
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}
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def _get_stage_common(self, cr, uid, context):
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ids = self.pool.get('crm.case.stage').search(cr, uid, [('case_default', '=', 1)], context=context)
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return ids
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_defaults = {
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'active': 1,
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'stage_ids': _get_stage_common,
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'use_leads': True,
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}
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_sql_constraints = [
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('code_uniq', 'unique (code)', 'The code of the sales team must be unique !')
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]
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_constraints = [
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(osv.osv._check_recursion, 'Error ! You cannot create recursive Sales team.', ['parent_id'])
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]
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def name_get(self, cr, uid, ids, context=None):
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"""Overrides orm name_get method"""
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if not isinstance(ids, list):
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ids = [ids]
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res = []
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if not ids:
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return res
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reads = self.read(cr, uid, ids, ['name', 'parent_id'], context)
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for record in reads:
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name = record['name']
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if record['parent_id']:
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name = record['parent_id'][1] + ' / ' + name
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res.append((record['id'], name))
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return res
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def create(self, cr, uid, vals, context=None):
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mail_alias = self.pool.get('mail.alias')
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if not vals.get('alias_id'):
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alias_name = vals.pop('alias_name', None) or vals.get('name') # prevent errors during copy()
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alias_id = mail_alias.create_unique_alias(cr, uid,
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{'alias_name': alias_name},
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model_name="crm.lead",
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context=context)
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vals['alias_id'] = alias_id
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res = super(crm_case_section, self).create(cr, uid, vals, context)
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mail_alias.write(cr, uid, [vals['alias_id']], {'alias_defaults': {'section_id': res, 'type': 'lead'}}, context)
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return res
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def unlink(self, cr, uid, ids, context=None):
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# Cascade-delete mail aliases as well, as they should not exist without the sales team.
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mail_alias = self.pool.get('mail.alias')
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alias_ids = [team.alias_id.id for team in self.browse(cr, uid, ids, context=context) if team.alias_id]
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res = super(crm_case_section, self).unlink(cr, uid, ids, context=context)
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mail_alias.unlink(cr, uid, alias_ids, context=context)
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return res
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class crm_case_categ(osv.osv):
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""" Category of Case """
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_name = "crm.case.categ"
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_description = "Category of Case"
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_columns = {
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'name': fields.char('Name', size=64, required=True, translate=True),
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'section_id': fields.many2one('crm.case.section', 'Sales Team'),
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'object_id': fields.many2one('ir.model', 'Object Name'),
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}
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def _find_object_id(self, cr, uid, context=None):
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"""Finds id for case object"""
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context = context or {}
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object_id = context.get('object_id', False)
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ids = self.pool.get('ir.model').search(cr, uid, ['|',('id', '=', object_id),('model', '=', context.get('object_name', False))])
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return ids and ids[0] or False
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_defaults = {
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'object_id' : _find_object_id
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}
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class crm_case_resource_type(osv.osv):
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""" Resource Type of case """
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_name = "crm.case.resource.type"
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_description = "Campaign"
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_rec_name = "name"
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_columns = {
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'name': fields.char('Campaign Name', size=64, required=True, translate=True),
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'section_id': fields.many2one('crm.case.section', 'Sales Team'),
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}
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def _links_get(self, cr, uid, context=None):
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"""Gets links value for reference field"""
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obj = self.pool.get('res.request.link')
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ids = obj.search(cr, uid, [])
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res = obj.read(cr, uid, ids, ['object', 'name'], context)
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return [(r['object'], r['name']) for r in res]
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class crm_payment_mode(osv.osv):
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""" Payment Mode for Fund """
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_name = "crm.payment.mode"
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_description = "CRM Payment Mode"
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_columns = {
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'name': fields.char('Name', size=64, required=True),
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'section_id': fields.many2one('crm.case.section', 'Sales Team'),
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}
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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