180 lines
7.7 KiB
Python
180 lines
7.7 KiB
Python
# -*- coding: utf-8 -*-
|
|
##############################################################################
|
|
#
|
|
# OpenERP, Open Source Management Solution
|
|
# Copyright (C) 2004-today OpenERP SA (<http://www.openerp.com>)
|
|
#
|
|
# 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/>.
|
|
#
|
|
##############################################################################
|
|
|
|
from openerp.osv import osv, fields
|
|
from openerp.http import request
|
|
|
|
AVAILABLE_PRIORITIES = [
|
|
('0', 'Very Low'),
|
|
('1', 'Low'),
|
|
('2', 'Normal'),
|
|
('3', 'High'),
|
|
('4', 'Very High'),
|
|
]
|
|
|
|
|
|
class crm_tracking_medium(osv.Model):
|
|
# OLD crm.case.channel
|
|
_name = "crm.tracking.medium"
|
|
_description = "Channels"
|
|
_order = 'name'
|
|
_columns = {
|
|
'name': fields.char('Channel Name', required=True),
|
|
'active': fields.boolean('Active'),
|
|
}
|
|
_defaults = {
|
|
'active': lambda *a: 1,
|
|
}
|
|
|
|
|
|
class crm_tracking_campaign(osv.Model):
|
|
# OLD crm.case.resource.type
|
|
_name = "crm.tracking.campaign"
|
|
_description = "Campaign"
|
|
_rec_name = "name"
|
|
_columns = {
|
|
'name': fields.char('Campaign Name', required=True, translate=True),
|
|
'section_id': fields.many2one('crm.case.section', 'Sales Team'),
|
|
}
|
|
|
|
|
|
class crm_tracking_source(osv.Model):
|
|
_name = "crm.tracking.source"
|
|
_description = "Source"
|
|
_rec_name = "name"
|
|
_columns = {
|
|
'name': fields.char('Source Name', required=True, translate=True),
|
|
}
|
|
|
|
|
|
class crm_tracking_mixin(osv.AbstractModel):
|
|
"""Mixin class for objects which can be tracked by marketing. """
|
|
_name = 'crm.tracking.mixin'
|
|
|
|
_columns = {
|
|
'campaign_id': fields.many2one('crm.tracking.campaign', 'Campaign', # old domain ="['|',('section_id','=',section_id),('section_id','=',False)]"
|
|
help="This is a name that helps you keep track of your different campaign efforts Ex: Fall_Drive, Christmas_Special"),
|
|
'source_id': fields.many2one('crm.tracking.source', 'Source', help="This is the source of the link Ex: Search Engine, another domain, or name of email list"),
|
|
'medium_id': fields.many2one('crm.tracking.medium', 'Channel', help="This is the method of delivery. Ex: Postcard, Email, or Banner Ad"),
|
|
}
|
|
|
|
def tracking_fields(self):
|
|
return [('utm_campaign', 'campaign_id'), ('utm_source', 'source_id'), ('utm_medium', 'medium_id')]
|
|
|
|
def tracking_get_values(self, cr, uid, vals, context=None):
|
|
for key, field in self.tracking_fields():
|
|
column = self._all_columns[field].column
|
|
value = vals.get(field) or (request and request.session.get(key)) # params.get should be always in session by the dispatch from ir_http
|
|
if column._type in ['many2one'] and isinstance(value, basestring): # if we receive a string for a many2one, we search / create the id
|
|
if value:
|
|
Model = self.pool[column._obj]
|
|
rel_id = Model.name_search(cr, uid, value, context=context)
|
|
if rel_id:
|
|
rel_id = rel_id[0][0]
|
|
else:
|
|
rel_id = Model.create(cr, uid, {'name': value}, context=context)
|
|
vals[field] = rel_id
|
|
# Here the code for others cases that many2one
|
|
else:
|
|
vals[field] = value
|
|
return vals
|
|
|
|
def _get_default_track(self, cr, uid, field, context=None):
|
|
return self.tracking_get_values(cr, uid, {}, context=context).get(field)
|
|
|
|
_defaults = {
|
|
'source_id': lambda self, cr, uid, ctx: self._get_default_track(cr, uid, 'source_id', ctx),
|
|
'campaign_id': lambda self, cr, uid, ctx: self._get_default_track(cr, uid, 'campaign_id', ctx),
|
|
'medium_id': lambda self, cr, uid, ctx: self._get_default_track(cr, uid, 'medium_id', ctx),
|
|
}
|
|
|
|
|
|
class crm_case_stage(osv.osv):
|
|
""" Model for case stages. This models the main stages of a document
|
|
management flow. Main CRM objects (leads, opportunities, project
|
|
issues, ...) will now use only stages, instead of state and stages.
|
|
Stages are for example used to display the kanban view of records.
|
|
"""
|
|
_name = "crm.case.stage"
|
|
_description = "Stage of case"
|
|
_rec_name = 'name'
|
|
_order = "sequence"
|
|
|
|
_columns = {
|
|
'name': fields.char('Stage Name', required=True, translate=True),
|
|
'sequence': fields.integer('Sequence', help="Used to order stages. Lower is better."),
|
|
'probability': fields.float('Probability (%)', required=True, help="This percentage depicts the default/average probability of the Case for this stage to be a success"),
|
|
'on_change': fields.boolean('Change Probability Automatically', help="Setting this stage will change the probability automatically on the opportunity."),
|
|
'requirements': fields.text('Requirements'),
|
|
'section_ids': fields.many2many('crm.case.section', 'section_stage_rel', 'stage_id', 'section_id', string='Sections',
|
|
help="Link between stages and sales teams. When set, this limitate the current stage to the selected sales teams."),
|
|
'case_default': fields.boolean('Default to New Sales Team',
|
|
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."),
|
|
'fold': fields.boolean('Folded in Kanban View',
|
|
help='This stage is folded in the kanban view when'
|
|
'there are no records in that stage to display.'),
|
|
'type': fields.selection([('lead', 'Lead'), ('opportunity', 'Opportunity'), ('both', 'Both')],
|
|
string='Type', required=True,
|
|
help="This field is used to distinguish stages related to Leads from stages related to Opportunities, or to specify stages available for both types."),
|
|
}
|
|
|
|
_defaults = {
|
|
'sequence': 1,
|
|
'probability': 0.0,
|
|
'on_change': True,
|
|
'fold': False,
|
|
'type': 'both',
|
|
'case_default': True,
|
|
}
|
|
|
|
|
|
class crm_case_categ(osv.osv):
|
|
""" Category of Case """
|
|
_name = "crm.case.categ"
|
|
_description = "Category of Case"
|
|
_columns = {
|
|
'name': fields.char('Name', required=True, translate=True),
|
|
'section_id': fields.many2one('crm.case.section', 'Sales Team'),
|
|
'object_id': fields.many2one('ir.model', 'Object Name'),
|
|
}
|
|
|
|
def _find_object_id(self, cr, uid, context=None):
|
|
"""Finds id for case object"""
|
|
context = context or {}
|
|
object_id = context.get('object_id', False)
|
|
ids = self.pool.get('ir.model').search(cr, uid, ['|', ('id', '=', object_id), ('model', '=', context.get('object_name', False))])
|
|
return ids and ids[0] or False
|
|
_defaults = {
|
|
'object_id': _find_object_id
|
|
}
|
|
|
|
|
|
class crm_payment_mode(osv.osv):
|
|
""" Payment Mode for Fund """
|
|
_name = "crm.payment.mode"
|
|
_description = "CRM Payment Mode"
|
|
_columns = {
|
|
'name': fields.char('Name', required=True),
|
|
'section_id': fields.many2one('crm.case.section', 'Sales Team'),
|
|
}
|
|
|
|
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|