odoo/addons/base_setup/base_setup.py

504 lines
29 KiB
Python

# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2009 Tiny SPRL (<http://tiny.be>).
#
# 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 <http://www.gnu.org/licenses/>.
#
##############################################################################
import pytz
import pooler
import tools
from osv import fields, osv
from tools.translate import _
from lxml import etree
from osv import fields, osv
#Application and feature chooser, this could be done by introspecting ir.modules
class base_setup_installer(osv.osv_memory):
_name = 'base.setup.installer'
_inherit = 'res.config.installer'
_install_if = {
('sale','crm'): ['sale_crm'],
('sale','project'): ['project_mrp'],
}
_columns = {
# Generic modules
'crm':fields.boolean('Customer Relationship Management',
help="Helps you track and manage relations with customers such as"
" leads, requests or issues. Can automatically send "
"reminders, escalate requests or trigger business-specific "
"actions based on standard events."),
'sale':fields.boolean('Sales Management',
help="Helps you handle your quotations, sale orders and invoicing"
"."),
'project':fields.boolean('Project Management',
help="Helps you manage your projects and tasks by tracking them, "
"generating plannings, etc..."),
'knowledge':fields.boolean('Knowledge Management',
help="Lets you install addons geared towards sharing knowledge "
"with and between your employees."),
'stock':fields.boolean('Warehouse Management',
help="Helps you manage your inventory and main stock operations: delivery orders, receptions, etc."),
'mrp':fields.boolean('Manufacturing',
help="Helps you manage your manufacturing processes and generate "
"reports on those processes."),
'account_voucher':fields.boolean('Invoicing & Payments',
help="Allows you to create your invoices and track the payments. It is an easier version of the accounting module for managers who are not accountants."),
'account_accountant':fields.boolean('Accounting & Finance',
help="Helps you handle your accounting needs, if you are not an accountant, we suggest you to install only the Invoicing "),
'purchase':fields.boolean('Purchase Management',
help="Helps you manage your purchase-related processes such as "
"requests for quotations, supplier invoices, etc..."),
'hr':fields.boolean('Human Resources',
help="Helps you manage your human resources by encoding your employees structure, generating work sheets, tracking attendance and more."),
'point_of_sale':fields.boolean('Point of Sales',
help="Helps you get the most out of your points of sales with "
"fast sale encoding, simplified payment mode encoding, "
"automatic picking lists generation and more."),
'marketing':fields.boolean('Marketing',
help="Helps you manage your marketing campaigns step by step."),
'profile_tools':fields.boolean('Extra Tools',
help="Lets you install various interesting but non-essential tools "
"like Survey, Lunch and Ideas box."),
'report_designer':fields.boolean('Advanced Reporting',
help="Lets you install various tools to simplify and enhance "
"OpenERP's report creation."),
# Vertical modules
'product_expiry':fields.boolean('Food Industry',
help="Installs a preselected set of OpenERP applications "
"which will help you manage your industry."),
'association':fields.boolean('Associations',
help="Installs a preselected set of OpenERP "
"applications which will help you manage your association "
"more efficiently."),
'auction':fields.boolean('Auction Houses',
help="Installs a preselected set of OpenERP "
"applications selected to help you manage your auctions "
"as well as the business processes around them."),
'account_analytic_plans': fields.boolean('Multiple Analytic Plans',
help="Allows invoice lines to impact multiple analytic accounts "
"simultaneously."),
'account_payment': fields.boolean('Suppliers Payment Management',
help="Streamlines invoice payment and creates hooks to plug "
"automated payment systems in."),
'account_followup': fields.boolean('Followups Management',
help="Helps you generate reminder letters for unpaid invoices, "
"including multiple levels of reminding and customized "
"per-partner policies."),
'account_anglo_saxon': fields.boolean('Anglo-Saxon Accounting',
help="This module will support the Anglo-Saxons accounting methodology by "
"changing the accounting logic with stock transactions."),
'account_asset': fields.boolean('Assets Management',
help="Helps you to manage your assets and their depreciation entries."),
# Manufacturing Resource Planning
'stock_location': fields.boolean('Advanced Routes',
help="Manages product routes and paths within and between "
"locations (e.g. warehouses)."),
'mrp_jit': fields.boolean('Just In Time Scheduling',
help="Enables Just In Time computation of procurement orders."
"\n\nWhile it's more resource intensive than the default "
"setup, the JIT computer avoids having to wait for the "
"procurement scheduler to run or having to run the "
"procurement scheduler manually."),
'mrp_operations': fields.boolean('Manufacturing Operations',
help="Enhances production orders with readiness states as well "
"as the start date and end date of execution of the order."),
'mrp_subproduct': fields.boolean('MRP Subproducts',
help="Enables multiple product output from a single production "
"order: without this, a production order can have only one "
"output product."),
'mrp_repair': fields.boolean('Repairs',
help="Enables warranty and repair management (and their impact "
"on stocks and invoicing)."),
# Knowledge Management
'document_ftp':fields.boolean('Shared Repositories (FTP)',
help="Provides an FTP access to your OpenERP's "
"Document Management System. It lets you access attachments "
"and virtual documents through a standard FTP client."),
'document_webdav':fields.boolean('Shared Repositories (WebDAV)',
help="Provides a WebDAV access to your OpenERP's Document "
"Management System. Lets you access attachments and "
"virtual documents through your standard file browser."),
'wiki':fields.boolean('Collaborative Content (Wiki)',
help="Lets you create wiki pages and page groups in order "
"to keep track of business knowledge and share it with "
"and between your employees."),
# Content templates
'wiki_faq':fields.boolean('Template: Internal FAQ',
help="Creates a skeleton internal FAQ pre-filled with "
"documentation about OpenERP's Document Management "
"System."),
'wiki_quality_manual':fields.boolean('Template: Quality Manual',
help="Creates an example skeleton for a standard quality manual."),
# Reporting
'base_report_designer':fields.boolean('OpenOffice Report Designer',help="Adds wizards to Import/Export .SXW report which "
"you can modify in OpenOffice.Once you have modified it you can "
"upload the report using the same wizard."),
'base_report_creator':fields.boolean('Query Builder',help="Allows you to create any statistic "
"reports on several objects. It's a SQL query builder and browser for end users."),
'lunch':fields.boolean('Lunch',help='A simple module to help you to manage Lunch orders.'),
'subscription':fields.boolean('Recurring Documents',help='Helps to generate automatically recurring documents.'),
'survey':fields.boolean('Survey',help='Allows you to organize surveys.'),
'idea':fields.boolean('Ideas Box',help='Promote ideas of the employees, votes and discussion on best ideas.'),
'share':fields.boolean('Web Share',help='Allows you to give restricted access to your OpenERP documents to external users, ' \
'such as customers, suppliers, or accountants. You can share any OpenERP Menu such as your project tasks, support requests, invoices, etc.'),
'pad': fields.boolean('Collaborative Note Pads',
help="This module creates a tighter integration between a Pad "
"instance of your choosing and your OpenERP Web Client by "
"letting you easily link pads to OpenERP objects via "
"OpenERP attachments."),
'email_template':fields.boolean('Automated E-Mails',
help="Helps you to design templates of emails and integrate them in your different processes."),
'marketing_campaign':fields.boolean('Marketing Campaigns',
help="Helps you to manage marketing campaigns and automate actions and communication steps."),
'crm_profiling':fields.boolean('Profiling Tools',
help="Helps you to perform segmentation of partners and design segmentation questionnaires"),
# Human Resources Management
'hr_holidays': fields.boolean('Leaves Management',
help="Tracks employee leaves, allocation requests and planning."),
'hr_expense': fields.boolean('Expenses',
help="Tracks and manages employee expenses, and can "
"automatically re-invoice clients if the expenses are "
"project-related."),
'hr_recruitment': fields.boolean('Recruitment Process',
help="Helps you manage and streamline your recruitment process."),
'hr_timesheet_sheet':fields.boolean('Timesheets',
help="Tracks and helps employees encode and validate timesheets "
"and attendances."),
'hr_contract': fields.boolean("Employee's Contracts",
help="Extends employee profiles to help manage their contracts."),
'hr_evaluation': fields.boolean('Periodic Evaluations',
help="Lets you create and manage the periodic evaluation and "
"performance review of employees."),
'hr_attendance': fields.boolean('Attendances',
help="Simplifies the management of employee's attendances."),
'hr_payroll': fields.boolean('Payroll',
help="Generic Payroll system."),
'hr_payroll_account': fields.boolean('Payroll Accounting',
help="Generic Payroll system Integrated with Accountings."),
# Project Management
'project_long_term': fields.boolean(
'Long Term Planning',
help="Enables long-term projects tracking, including "
"multiple-phase projects and resource allocation handling."),
'hr_timesheet_sheet': fields.boolean('Timesheets',
help="Tracks and helps employees encode and validate timesheets "
"and attendances."),
'project_timesheet': fields.boolean('Bill Time on Tasks',
help="Helps generate invoices based on time spent on tasks, if activated on the project."),
'account_budget': fields.boolean('Budgets',
help="Helps accountants manage analytic and crossover budgets."),
'project_issue': fields.boolean('Issues Tracker',
help="Automatically synchronizes project tasks and crm cases."),
# Methodologies
'project_scrum': fields.boolean('Methodology: SCRUM',
help="Implements and tracks the concepts and task types defined "
"in the SCRUM methodology."),
'project_gtd': fields.boolean('Methodology: Getting Things Done',
help="GTD is a methodology to efficiently organise yourself and your tasks. This module fully integrates GTD principle with OpenERP's project management."),
'purchase_requisition':fields.boolean('Purchase Requisition',help="Manages your Purchase Requisition and allows you to easily keep track and manage all your purchase orders."),
'purchase_analytic_plans': fields.boolean('Purchase Analytic Plans',help="Manages analytic distribution and purchase orders."),
'delivery': fields.boolean('Delivery Costs',
help="Allows you to compute delivery costs on your quotations."),
'sale_journal': fields.boolean('Invoicing journals',
help="Allows you to group and invoice your delivery orders according to different invoicing types: daily, weekly, etc."),
'sale_layout': fields.boolean('Sales Orders Print Layout',
help="Provides some features to improve the layout of the Sales Order reports."),
'sale_margin': fields.boolean('Margins in Sales Orders',
help="Gives the margin of profitability by calculating "
"the difference between Unit Price and Cost Price."),
'sale_order_dates': fields.boolean('Full Dates on Sales Orders',
help="Adds commitment, requested and effective dates on Sales Orders."),
'hr_expense':fields.boolean('Resources Management: Expenses Tracking', help="Tracks and manages employee expenses, and can "
"automatically re-invoice clients if the expenses are "
"project-related."),
'event_project':fields.boolean('Event Management: Events', help="Helps you to manage and organize your events."),
'project_gtd':fields.boolean('Getting Things Done',
help="GTD is a methodology to efficiently organise yourself and your tasks. This module fully integrates GTD principle with OpenERP's project management."),
'wiki': fields.boolean('Wiki', help="Lets you create wiki pages and page groups in order "
"to keep track of business knowledge and share it with "
"and between your employees."),
'name': fields.char('Name', size=64),
'crm_helpdesk': fields.boolean('Helpdesk', help="Manages a Helpdesk service."),
'crm_fundraising': fields.boolean('Fundraising', help="This may help associations in their fundraising process and tracking."),
'crm_claim': fields.boolean('Claims', help="Manages the suppliers and customers claims, including your corrective or preventive actions."),
'import_sugarcrm': fields.boolean('Import Data from SugarCRM', help="Help you to import and update data from SugarCRM to OpenERP"),
'crm_caldav': fields.boolean('Calendar Synchronizing', help="Helps you to synchronize the meetings with other calendar clients and mobiles."),
'sale_crm': fields.boolean('Opportunity to Quotation', help="Create a Quotation from an Opportunity."),
'fetchmail': fields.boolean('Fetch Emails', help="Allows you to receive E-Mails from POP/IMAP server."),
'thunderbird': fields.boolean('Thunderbird Plug-In', help="Allows you to link your e-mail to OpenERP's documents. You can attach it to any existing one in OpenERP or create a new one."),
'outlook': fields.boolean('MS-Outlook Plug-In', help="Allows you to link your e-mail to OpenERP's documents. You can attach it to any existing one in OpenERP or create a new one."),
'wiki_sale_faq': fields.boolean('Sale FAQ', help="Helps you manage wiki pages for Frequently Asked Questions on Sales Application."),
'import_google': fields.boolean('Google Import', help="Imports contacts and events from your google account."),
}
_defaults = {
'mrp_jit': lambda self,cr,uid,*a: self.pool.get('res.users').browse(cr, uid, uid).view == 'simple',
'document_ftp':True,
'marketing_campaign': lambda *a: 1,
}
def fields_view_get(self, cr, uid, view_id=None, view_type='form', context=None, toolbar=False, submenu=False):
res = super(base_setup_installer, self).fields_view_get(cr, uid, view_id, view_type, context, toolbar, submenu)
doc = etree.XML(res['arch'])
for module in ['project_gtd','hr_expense']:
count = 0
for node in doc.xpath("//field[@name='%s']" % (module)):
count = count + 1
if count > 1:
node.set('invisible', '1')
res['arch'] = etree.tostring(doc)
#Checking sale module is installed or not
cr.execute("SELECT * from ir_module_module where state='installed' and name = 'sale'")
count = cr.fetchall()
if count:
doc = etree.XML(res['arch'])
nodes = doc.xpath("//field[@name='sale_crm']")
for node in nodes:
node.set('invisible', '0')
node.set('modifiers', '{}')
res['arch'] = etree.tostring(doc)
return res
def _if_knowledge(self, cr, uid, ids, context=None):
if self.pool.get('res.users').browse(cr, uid, uid, context=context)\
.view == 'simple':
return ['document_ftp']
return None
def _if_misc_tools(self, cr, uid, ids, context=None):
return ['profile_tools']
def onchange_moduleselection(self, cr, uid, ids, *args, **kargs):
value = {}
# Calculate progress
closed, total = self.get_current_progress(cr, uid)
progress = round(100. * closed / (total + len(filter(None, args))))
value.update({'progress':progress})
if progress < 10.:
progress = 10.
return {'value':value}
def execute(self, cr, uid, ids, context=None):
module_pool = self.pool.get('ir.module.module')
modules_selected = []
datas = self.read(cr, uid, ids, context=context)[0]
for mod in datas.keys():
if mod in ('id', 'progress'):
continue
if datas[mod] == 1:
modules_selected.append(mod)
module_ids = module_pool.search(cr, uid, [('name', 'in', modules_selected)], context=context)
need_install = False
for module in module_pool.browse(cr, uid, module_ids, context=context):
if module.state == 'uninstalled':
module_pool.state_update(cr, uid, [module.id], 'to install', ['uninstalled'], context)
need_install = True
cr.commit()
elif module.state == 'installed':
cr.execute("update ir_actions_todo set state='open' \
from ir_model_data as data where data.res_id = ir_actions_todo.id \
and ir_actions_todo.type='special'\
and data.model = 'ir.actions.todo' and data.module=%s", (module.name, ))
if need_install:
self.pool = pooler.restart_pool(cr.dbname, update_module=True)[1]
return
#Migrate data from another application Conf wiz
class migrade_application_installer_modules(osv.osv_memory):
_name = 'migrade.application.installer.modules'
_inherit = 'res.config.installer'
_columns = {
'import_saleforce': fields.boolean('Import Saleforce',
help="For Import Saleforce"),
'import_sugarcrm': fields.boolean('Import Sugarcrm',
help="For Import Sugarcrm"),
'sync_google_contact': fields.boolean('Sync Google Contact',
help="For Sync Google Contact"),
'quickbooks_ippids': fields.boolean('Quickbooks Ippids',
help="For Quickbooks Ippids"),
}
class product_installer(osv.osv_memory):
_name = 'product.installer'
_inherit = 'res.config'
_columns = {
'customers': fields.selection([('create','Create'), ('import','Import')], 'Customers', size=32, required=True, help="Import or create customers"),
}
_defaults = {
'customers': 'create',
}
def execute(self, cr, uid, ids, context=None):
if context is None:
context = {}
data_obj = self.pool.get('ir.model.data')
val = self.browse(cr, uid, ids, context=context)[0]
if val.customers == 'create':
id2 = data_obj._get_id(cr, uid, 'base', 'view_partner_form')
if id2:
id2 = data_obj.browse(cr, uid, id2, context=context).res_id
return {
'view_type': 'form',
'view_mode': 'form',
'res_model': 'res.partner',
'views': [(id2, 'form')],
'type': 'ir.actions.act_window',
'target': 'current',
'nodestroy':False,
}
if val.customers == 'import':
return {'type': 'ir.actions.act_window'}
# Define users preferences for new users (ir.values)
def _lang_get(self, cr, uid, context=None):
obj = self.pool.get('res.lang')
ids = obj.search(cr, uid, [('translatable','=',True)])
res = obj.read(cr, uid, ids, ['code', 'name'], context=context)
res = [(r['code'], r['name']) for r in res]
return res
def _tz_get(self,cr,uid, context=None):
return [(x, x) for x in pytz.all_timezones]
class user_preferences_config(osv.osv_memory):
_name = 'user.preferences.config'
_inherit = 'res.config'
_columns = {
'context_tz': fields.selection(_tz_get, 'Timezone', size=64,
help="Set default for new user's timezone, used to perform timezone conversions "
"between the server and the client."),
'context_lang': fields.selection(_lang_get, 'Language', required=True,
help="Sets default language for the all user interface, when UI "
"translations are available. If you want to Add new Language, you can add it from 'Load an Official Translation' wizard from 'Administration' menu."),
'view': fields.selection([('simple','Simplified'),
('extended','Extended')],
'Interface', required=True, help= "If you use OpenERP for the first time we strongly advise you to select the simplified interface, which has less features but is easier. You can always switch later from the user preferences." ),
'menu_tips': fields.boolean('Display Tips', help="Check out this box if you want to always display tips on each menu action"),
}
_defaults={
'view' : lambda self,cr,uid,*args: self.pool.get('res.users').browse(cr, uid, uid).view or 'simple',
'context_lang' : 'en_US',
'menu_tips' : True
}
def default_get(self, cr, uid, fields, context=None):
if context is None:
context = {}
res = super(user_preferences_config, self).default_get(cr, uid, fields, context=context)
res_default = self.pool.get('ir.values').get(cr, uid, 'default', False, ['res.users'])
for id, field, value in res_default:
res.update({field: value})
return res
def execute(self, cr, uid, ids, context=None):
user_obj = self.pool.get('res.users')
user_ids = user_obj.search(cr, uid, [], context=context)
for o in self.browse(cr, uid, ids, context=context):
user_obj.write(cr , uid, user_ids ,{'context_tz' : o.context_tz, 'context_lang' : o.context_lang, 'view' : o.view, 'menu_tips' : o.menu_tips}, context=context)
ir_values_obj = self.pool.get('ir.values')
ir_values_obj.set(cr, uid, 'default', False, 'context_tz', ['res.users'], o.context_tz)
ir_values_obj.set(cr, uid, 'default', False, 'context_lang', ['res.users'], o.context_lang)
ir_values_obj.set(cr, uid, 'default', False, 'view', ['res.users'], o.view)
ir_values_obj.set(cr, uid, 'default', False, 'menu_tips', ['res.users'], o.menu_tips)
return {}
# Specify Your Terminology
class specify_partner_terminology(osv.osv_memory):
_name = 'base.setup.terminology'
_inherit = 'res.config'
_columns = {
'partner': fields.selection([('Customer','Customer'),
('Client','Client'),
('Member','Member'),
('Patient','Patient'),
('Partner','Partner'),
('Donor','Donor'),
('Guest','Guest'),
('Tenant','Tenant')
],
'Choose how to call a Customer', required=True ),
}
_defaults={
'partner' :'Partner',
}
def make_translations(self, cr, uid, ids, name, type, src, value, res_id=0, context=None):
trans_obj = self.pool.get('ir.translation')
user_obj = self.pool.get('res.users')
context_lang = user_obj.browse(cr, uid, uid, context=context).context_lang
existing_trans_ids = trans_obj.search(cr, uid, [('name','=',name), ('lang','=',context_lang), ('type','=',type), ('src','=',src), ('res_id','=',res_id)])
if existing_trans_ids:
trans_obj.write(cr, uid, existing_trans_ids, {'value': value}, context=context)
else:
create_id = trans_obj.create(cr, uid, {'name': name,'lang': context_lang, 'type': type, 'src': src, 'value': value , 'res_id': res_id}, context=context)
return {}
def execute(self, cr, uid, ids, context=None):
def _case_insensitive_replace(ref_string, src, value):
import re
pattern = re.compile(src, re.IGNORECASE)
return pattern.sub(_(value), _(ref_string))
trans_obj = self.pool.get('ir.translation')
fields_obj = self.pool.get('ir.model.fields')
menu_obj = self.pool.get('ir.ui.menu')
act_window_obj = self.pool.get('ir.actions.act_window')
for o in self.browse(cr, uid, ids, context=context):
#translate label of field
field_ids = fields_obj.search(cr, uid, [('field_description','ilike','Customer')])
for f_id in fields_obj.browse(cr ,uid, field_ids, context=context):
field_ref = f_id.model_id.model + ',' + f_id.name
self.make_translations(cr, uid, ids, field_ref, 'field', f_id.field_description, _case_insensitive_replace(f_id.field_description,'Customer',o.partner), context=context)
#translate help tooltip of field
for obj in self.pool.obj_pool.values():
for field_name, field_rec in obj._columns.items():
if field_rec.help.lower().count('customer'):
field_ref = obj._name + ',' + field_name
self.make_translations(cr, uid, ids, field_ref, 'help', field_rec.help, _case_insensitive_replace(field_rec.help,'Customer',o.partner), context=context)
#translate menuitems
menu_ids = menu_obj.search(cr,uid, [('name','ilike','Customer')])
for m_id in menu_obj.browse(cr, uid, menu_ids, context=context):
menu_name = m_id.name
menu_ref = 'ir.ui.menu' + ',' + 'name'
self.make_translations(cr, uid, ids, menu_ref, 'model', menu_name, _case_insensitive_replace(menu_name,'Customer',o.partner), res_id=m_id.id, context=context)
#translate act window name
act_window_ids = act_window_obj.search(cr, uid, [('name','ilike','Customer')])
for act_id in act_window_obj.browse(cr ,uid, act_window_ids, context=context):
act_ref = 'ir.actions.act_window' + ',' + 'name'
self.make_translations(cr, uid, ids, act_ref, 'model', act_id.name, _case_insensitive_replace(act_id.name,'Customer',o.partner), res_id=act_id.id, context=context)
#translate act window tooltips
act_window_ids = act_window_obj.search(cr, uid, [('help','ilike','Customer')])
for act_id in act_window_obj.browse(cr ,uid, act_window_ids, context=context):
act_ref = 'ir.actions.act_window' + ',' + 'help'
self.make_translations(cr, uid, ids, act_ref, 'model', act_id.help, _case_insensitive_replace(act_id.help,'Customer',o.partner), res_id=act_id.id, context=context)
return {}
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: