630 lines
24 KiB
Python
630 lines
24 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) 2004-2010 Tiny SPRL (<http://tiny.be>).
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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 time
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import base64
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import tools
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from osv import fields
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from osv import osv
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from tools.translate import _
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MAX_LEVEL = 15
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AVAILABLE_STATES = [
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('draft', 'Draft'),
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('open', 'Open'),
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('cancel', 'Cancelled'),
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('done', 'Closed'),
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('pending', 'Pending'),
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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_stage(osv.osv):
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""" Stage of case """
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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."),
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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', 'Sections'),
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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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}
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class crm_case_section(osv.osv):
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"""Sales Team"""
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_name = "crm.case.section"
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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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'allow_unlink': fields.boolean('Allow Delete', help="Allows to delete non draft cases"),
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'change_responsible': fields.boolean('Reassign Escalated', help="When escalating to this team override the saleman 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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}
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_defaults = {
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'active': lambda *a: 1,
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'allow_unlink': lambda *a: 1,
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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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def _check_recursion(self, cr, uid, ids, context=None):
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"""
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Checks for recursion level for sales team
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@param self: The object pointer
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@param cr: the current row, from the database cursor,
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@param uid: the current user’s ID for security checks,
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@param ids: List of Sales team ids
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"""
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level = 100
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while len(ids):
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cr.execute('select distinct parent_id from crm_case_section where id IN %s', (tuple(ids),))
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ids = filter(None, map(lambda x: x[0], cr.fetchall()))
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if not level:
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return False
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level -= 1
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return True
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_constraints = [
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(_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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@param self: The object pointer
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@param cr: the current row, from the database cursor,
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@param uid: the current user’s ID for security checks,
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@param ids: List of sales team ids
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"""
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if context is None:
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context = {}
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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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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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@param self: The object pointer
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@param cr: the current row, from the database cursor,
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@param uid: the current user’s ID for security checks,
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@param context: A standard dictionary for contextual values
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"""
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object_id = context and context.get('object_id', False) or False
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ids = self.pool.get('ir.model').search(cr, uid, [('model', '=', object_id)])
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return ids and ids[0]
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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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class crm_base(object):
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""" Base utility mixin class for crm objects,
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Object subclassing this should define colums:
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date_open
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date_closed
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user_id
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partner_id
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partner_address_id
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"""
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def _get_default_partner_address(self, cr, uid, context=None):
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"""Gives id of default address for current user
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:param context: if portal in context is false return false anyway
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"""
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if context is None:
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context = {}
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if not context.get('portal'):
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return False
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# was user.address_id.id, but address_id has been removed
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return False
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def _get_default_partner(self, cr, uid, context=None):
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"""Gives id of partner for current user
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:param context: if portal in context is false return false anyway
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"""
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if context is None:
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context = {}
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if not context.get('portal', False):
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return False
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user = self.pool.get('res.users').browse(cr, uid, uid, context=context)
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return user.company_id.partner_id.id
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def _get_default_email(self, cr, uid, context=None):
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"""Gives default email address for current user
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:param context: if portal in context is false return false anyway
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"""
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if not context.get('portal', False):
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return False
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user = self.pool.get('res.users').browse(cr, uid, uid, context=context)
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return user.user_email
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def _get_default_user(self, cr, uid, context=None):
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"""Gives current user id
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:param context: if portal in context is false return false anyway
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"""
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if context and context.get('portal', False):
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return False
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return uid
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def _get_section(self, cr, uid, context=None):
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"""Gives section id for current User
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"""
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user = self.pool.get('res.users').browse(cr, uid, uid, context=context)
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return user.context_section_id.id or False
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def onchange_partner_address_id(self, cr, uid, ids, add, email=False):
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"""This function returns value of partner email based on Partner Address
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@param ids: List of case IDs
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@param add: Id of Partner's address
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@email: Partner's email ID
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"""
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if not add:
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return {'value': {'email_from': False}}
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address = self.pool.get('res.partner.address').browse(cr, uid, add)
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if address.email:
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return {'value': {'email_from': address.email, 'phone': address.phone}}
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else:
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return {'value': {'phone': address.phone}}
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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 ids: List of case IDs
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@param part: Partner's id
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@email: Partner's email ID
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"""
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data={}
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if part:
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addr = self.pool.get('res.partner').address_get(cr, uid, [part], ['contact'])
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data = {'partner_address_id': addr['contact']}
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data.update(self.onchange_partner_address_id(cr, uid, ids, addr['contact'])['value'])
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return {'value': data}
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def case_open(self, cr, uid, ids, *args):
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"""Opens Case
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"""
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cases = self.browse(cr, uid, ids)
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for case in cases:
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data = {'state': 'open', 'active': True}
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if not case.user_id:
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data['user_id'] = uid
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self.write(cr, uid, case.id, data)
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self._action(cr, uid, cases, 'open')
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return True
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def case_close(self, cr, uid, ids, *args):
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"""Closes Case
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@param ids: List of case Ids
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"""
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cases = self.browse(cr, uid, ids)
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cases[0].state # to fill the browse record cache
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self.write(cr, uid, ids, {'state': 'done', 'date_closed': time.strftime('%Y-%m-%d %H:%M:%S'), })
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# We use the cache of cases to keep the old case state
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self._action(cr, uid, cases, 'done')
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return True
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def case_cancel(self, cr, uid, ids, *args):
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"""Cancels Case
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@param ids: List of case Ids
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"""
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cases = self.browse(cr, uid, ids)
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cases[0].state # to fill the browse record cache
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self.write(cr, uid, ids, {'state': 'cancel', 'active': True})
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# We use the cache of cases to keep the old case state
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self._action(cr, uid, cases, 'cancel')
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return True
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def case_pending(self, cr, uid, ids, *args):
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"""Marks case as pending
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"""
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cases = self.browse(cr, uid, ids)
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cases[0].state # to fill the browse record cache
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self.write(cr, uid, ids, {'state': 'pending', 'active': True})
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self._action(cr, uid, cases, 'pending')
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return True
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def case_reset(self, cr, uid, ids, *args):
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"""Resets case as draft
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"""
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cases = self.browse(cr, uid, ids)
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cases[0].state # to fill the browse record cache
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self.write(cr, uid, ids, {'state': 'draft', 'active': True})
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self._action(cr, uid, cases, 'draft')
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return True
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def _action(self, cr, uid, cases, state_to, scrit=None, context=None):
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if context is None:
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context = {}
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context['state_to'] = state_to
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rule_obj = self.pool.get('base.action.rule')
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model_obj = self.pool.get('ir.model')
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model_ids = model_obj.search(cr, uid, [('model','=',self._name)])
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rule_ids = rule_obj.search(cr, uid, [('model_id','=',model_ids[0])])
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return rule_obj._action(cr, uid, rule_ids, cases, scrit=scrit, context=context)
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class crm_case(crm_base):
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""" A simple python class to be used for common functions
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Object that inherit from this class should inherit from mailgate.thread
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And need a stage_id field
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And object that inherit (orm inheritance) from a class the overwrite copy
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"""
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def stage_find(self, cr, uid, section_id, domain=[], order='sequence'):
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domain = list(domain)
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if section_id:
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domain.append(('section_ids', '=', section_id))
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stage_ids = self.pool.get('crm.case.stage').search(cr, uid, domain, order=order)
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if stage_ids:
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return stage_ids[0]
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def stage_set(self, cr, uid, ids, stage_id, context=None):
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value = {}
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if hasattr(self,'onchange_stage_id'):
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value = self.onchange_stage_id(cr, uid, ids, stage_id)['value']
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value['stage_id'] = stage_id
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self.write(cr, uid, ids, value, context=context)
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def stage_change(self, cr, uid, ids, op, order, context=None):
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if context is None:
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context = {}
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for case in self.browse(cr, uid, ids, context=context):
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seq = 0
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if case.stage_id:
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seq = case.stage_id.sequence
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section_id = None
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if case.section_id:
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section_id = case.section_id.id
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next_stage_id = self.stage_find(cr, uid, section_id, [('sequence',op,seq)],order)
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if next_stage_id:
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self.stage_set(cr, uid, [case.id], next_stage_id, context=context)
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def stage_next(self, cr, uid, ids, context=None):
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"""This function computes next stage for case from its current stage
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using available stage for that case type
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"""
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self.stage_change(cr, uid, ids, '>','sequence', context)
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def stage_previous(self, cr, uid, ids, context=None):
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"""This function computes previous stage for case from its current
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stage using available stage for that case type
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"""
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self.stage_change(cr, uid, ids, '<', 'sequence desc', context)
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def copy(self, cr, uid, id, default=None, context=None):
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""" Overrides orm copy method.
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"""
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if context is None:
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context = {}
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if default is None:
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default = {}
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default.update({ 'message_ids': [], })
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if hasattr(self, '_columns'):
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if self._columns.get('date_closed'):
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default.update({ 'date_closed': False, })
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if self._columns.get('date_open'):
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default.update({ 'date_open': False })
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return super(crm_case, self).copy(cr, uid, id, default, context=context)
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def _history(self, cr, uid, cases, keyword, history=False, subject=None, email=False, details=None, email_from=False, message_id=False, attach=[], context=None):
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mailgate_pool = self.pool.get('mailgate.thread')
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return mailgate_pool.history(cr, uid, cases, keyword, history=history,\
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subject=subject, email=email, \
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details=details, email_from=email_from,\
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message_id=message_id, attach=attach, \
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context=context)
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def case_open(self, cr, uid, ids, *args):
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"""Opens Case
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"""
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cases = self.browse(cr, uid, ids)
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self._history(cr, uid, cases, _('Open'))
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for case in cases:
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data = {'state': 'open', 'active': True }
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if not case.user_id:
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data['user_id'] = uid
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self.write(cr, uid, case.id, data)
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self._action(cr, uid, cases, 'open')
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return True
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def case_close(self, cr, uid, ids, *args):
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"""Closes Case
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"""
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cases = self.browse(cr, uid, ids)
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cases[0].state # to fill the browse record cache
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self._history(cr, uid, cases, _('Close'))
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self.write(cr, uid, ids, {'state': 'done',
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'date_closed': time.strftime('%Y-%m-%d %H:%M:%S'),
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})
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#
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# We use the cache of cases to keep the old case state
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#
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self._action(cr, uid, cases, 'done')
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return True
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def case_escalate(self, cr, uid, ids, *args):
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"""Escalates case to top level
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"""
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cases = self.browse(cr, uid, ids)
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for case in cases:
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data = {'active': True}
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if case.section_id.parent_id:
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data['section_id'] = case.section_id.parent_id.id
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if case.section_id.parent_id.change_responsible:
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if case.section_id.parent_id.user_id:
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data['user_id'] = case.section_id.parent_id.user_id.id
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else:
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raise osv.except_osv(_('Error !'), _('You can not escalate, You are already at the top level regarding your sales-team category.'))
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self.write(cr, uid, [case.id], data)
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cases = self.browse(cr, uid, ids)
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self._history(cr, uid, cases, _('Escalate'))
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self._action(cr, uid, cases, 'escalate')
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return True
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def case_cancel(self, cr, uid, ids, *args):
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"""Cancels Case
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"""
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cases = self.browse(cr, uid, ids)
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cases[0].state # to fill the browse record cache
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self._history(cr, uid, cases, _('Cancel'))
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self.write(cr, uid, ids, {'state': 'cancel',
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'active': True})
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self._action(cr, uid, cases, 'cancel')
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for case in cases:
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message = _("The case '%s' has been cancelled.") % (case.name,)
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self.log(cr, uid, case.id, message)
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return True
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def case_pending(self, cr, uid, ids, *args):
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"""Marks case as pending
|
||
"""
|
||
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
|
||
"""
|
||
state = 'draft'
|
||
if 'crm.phonecall' in args:
|
||
state = 'open'
|
||
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': state, 'active': True})
|
||
self._action(cr, uid, cases, state)
|
||
return True
|
||
|
||
def remind_partner(self, cr, uid, ids, context=None, attach=False):
|
||
|
||
"""
|
||
@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 Remind Partner's IDs
|
||
@param context: A standard dictionary for contextual values
|
||
|
||
"""
|
||
|
||
return self.remind_user(cr, uid, ids, context, attach,
|
||
destination=False)
|
||
|
||
def remind_user(self, cr, uid, ids, context=None, attach=False, destination=True):
|
||
"""
|
||
@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 to remind
|
||
@param context: A standard dictionary for contextual values
|
||
"""
|
||
for case in self.browse(cr, uid, ids, context=context):
|
||
if not destination and not case.email_from:
|
||
return False
|
||
if not case.user_id.user_email:
|
||
return False
|
||
|
||
if destination and case.section_id.user_id:
|
||
case_email = case.section_id.user_id.user_email
|
||
else:
|
||
case_email = case.user_id.user_email
|
||
|
||
src = case_email
|
||
dest = case.user_id
|
||
body = case.description or ""
|
||
if case.message_ids:
|
||
body = case.message_ids[0].description or ""
|
||
if not destination:
|
||
src, dest = dest, case.email_from
|
||
if body and case.user_id.signature:
|
||
if body:
|
||
body += '\n\n%s' % (case.user_id.signature)
|
||
else:
|
||
body = '\n\n%s' % (case.user_id.signature)
|
||
|
||
body = self.format_body(body)
|
||
|
||
attach_to_send = None
|
||
|
||
if attach:
|
||
attach_ids = self.pool.get('ir.attachment').search(cr, uid, [('res_model', '=', self._name), ('res_id', '=', case.id)])
|
||
attach_to_send = self.pool.get('ir.attachment').read(cr, uid, attach_ids, ['datas_fname', 'datas'])
|
||
attach_to_send = map(lambda x: (x['datas_fname'], base64.decodestring(x['datas'])), attach_to_send)
|
||
|
||
# Send an email
|
||
subject = "Reminder: [%s] %s" % (str(case.id), case.name,)
|
||
tools.email_send(
|
||
src,
|
||
[dest],
|
||
subject,
|
||
body,
|
||
reply_to=case.section_id.reply_to or '',
|
||
openobject_id=str(case.id),
|
||
attach=attach_to_send
|
||
)
|
||
self._history(cr, uid, [case], _('Send'), history=True, subject=subject, email=dest, details=body, email_from=src)
|
||
|
||
return True
|
||
|
||
def _check(self, cr, uid, ids=False, context=None):
|
||
"""
|
||
Function called by the scheduler to process cases for date actions
|
||
Only works on not done and cancelled cases
|
||
|
||
@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 context: A standard dictionary for contextual values
|
||
"""
|
||
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 [])
|
||
cases = self.browse(cr, uid, ids2, context=context)
|
||
return self._action(cr, uid, cases, False, context=context)
|
||
|
||
def format_body(self, body):
|
||
return self.pool.get('base.action.rule').format_body(body)
|
||
|
||
def format_mail(self, obj, body):
|
||
return self.pool.get('base.action.rule').format_mail(obj, body)
|
||
|
||
def message_followers(self, cr, uid, ids, context=None):
|
||
""" Get a list of emails of the people following this thread
|
||
"""
|
||
res = {}
|
||
for case in self.browse(cr, uid, ids, context=context):
|
||
l=[]
|
||
if case.email_cc:
|
||
l.append(case.email_cc)
|
||
if case.user_id and case.user_id.user_email:
|
||
l.append(case.user_id.user_email)
|
||
res[case.id] = l
|
||
return res
|
||
|
||
def _links_get(self, cr, uid, context=None):
|
||
"""Gets links value for reference field
|
||
@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 context: A standard dictionary for contextual values
|
||
"""
|
||
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 users(osv.osv):
|
||
_inherit = 'res.users'
|
||
_description = "Users"
|
||
_columns = {
|
||
'context_section_id': fields.many2one('crm.case.section', 'Sales Team'),
|
||
}
|
||
|
||
def create(self, cr, uid, vals, context=None):
|
||
res = super(users, self).create(cr, uid, vals, context=context)
|
||
section_obj=self.pool.get('crm.case.section')
|
||
|
||
if vals.get('context_section_id', False):
|
||
section_obj.write(cr, uid, [vals['context_section_id']], {'member_ids':[(4, res)]}, context)
|
||
return res
|
||
|
||
users()
|
||
|