odoo/addons/crm/crm_lead.py

# -*- coding: utf-8 -*-
##############################################################################
#
#    OpenERP, Open Source Management Solution
#    Copyright (C) 2004-2010 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/>.
#
##############################################################################

from osv import fields, osv, orm
from datetime import datetime, timedelta
import crm
import math
import time
import mx.DateTime
from tools.translate import _

class crm_lead(osv.osv):
    """ CRM Lead Case """

    _name = "crm.lead"
    _description = "Leads Cases"
    _order = "priority, id desc"
    _inherit = ['res.partner.address', 'mailgate.thread']

    def case_open(self, cr, uid, ids, *args):
        """
        @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
        @param *args: Give Tuple Value
        """

        res = super(crm_lead, self).case_open(cr, uid, ids, *args)
        self.write(cr, uid, ids, {'date_open': time.strftime('%Y-%m-%d %H:%M:%S')})
        return res

    def _compute_day(self, cr, uid, ids, fields, args, context={}):
        """
        @param cr: the current row, from the database cursor,
        @param uid: the current user’s ID for security checks,
        @param ids: List of Openday’s IDs
        @return: difference between current date and log date
        @param context: A standard dictionary for contextual values
        """
        cal_obj = self.pool.get('resource.calendar')
        res_obj = self.pool.get('resource.resource')

        res = {}
        for lead in self.browse(cr, uid, ids , context):
            for field in fields:
                res[lead.id] = {}
                duration = 0
                ans = False
                if field == 'day_open':
                    if lead.date_open:
                        date_create = datetime.strptime(lead.create_date, "%Y-%m-%d %H:%M:%S")
                        date_open = datetime.strptime(lead.date_open, "%Y-%m-%d %H:%M:%S")
                        ans = date_open - date_create
                        date_until = lead.date_open
                elif field == 'day_close':
                    if lead.date_closed:
                        date_create = datetime.strptime(lead.create_date, "%Y-%m-%d %H:%M:%S")
                        date_close = datetime.strptime(lead.date_closed, "%Y-%m-%d %H:%M:%S")
                        date_until = lead.date_closed
                        ans = date_close - date_create
                if ans:
                    resource_id = False
                    if lead.user_id:
                        resource_ids = res_obj.search(cr, uid, [('user_id','=',lead.user_id.id)])
                        if len(resource_ids):
                            resource_id = resource_ids[0]

                    duration = float(ans.days)
                    if lead.section_id and lead.section_id.resource_calendar_id:
                        duration =  float(ans.days) * 24                        
                        new_dates = cal_obj.interval_get(cr,
                            uid,
                            lead.section_id.resource_calendar_id and lead.section_id.resource_calendar_id.id or False,
                            mx.DateTime.strptime(lead.create_date, '%Y-%m-%d %H:%M:%S'),
                            duration,
                            resource=resource_id
                        )
                        no_days = []
                        date_until = mx.DateTime.strptime(date_until, '%Y-%m-%d %H:%M:%S')
                        for in_time, out_time in new_dates:
                            if in_time.date not in no_days:
                                no_days.append(in_time.date)
                            if out_time > date_until:
                                break
                        duration =  len(no_days)
                res[lead.id][field] = abs(int(duration))
        return res

    _columns = {
        # From crm.case
        'email_from': fields.char('Email', size=128, help="These people will receive email."), 
        'section_id': fields.many2one('crm.case.section', 'Sales Team', \
                        select=True, help='Sales team to which Case belongs to.\
                             Define Responsible user and Email account for mail gateway.'), 
        'create_date': fields.datetime('Creation Date' , readonly=True),
        'email_cc': fields.text('Watchers Emails', size=252 , help="These people\
                             will receive a copy of the future" \
                            " communication between partner and users by email"),
        'description': fields.text('Description'), 
        'write_date': fields.datetime('Update Date' , readonly=True), 
        
        # Lead fields 
        'categ_id': fields.many2one('crm.case.categ', 'Lead Source', \
                        domain="[('section_id','=',section_id),\
                        ('object_id.model', '=', 'crm.lead')]"),
        'type_id': fields.many2one('crm.case.resource.type', 'Lead Type', \
                         domain="[('section_id','=',section_id),\
                        ('object_id.model', '=', 'crm.lead')]"),
        'partner_name': fields.char("Contact Name", size=64),
        'type':fields.selection([
            ('lead','Lead'),
            ('opportunity','Opportunity'),
            
        ],'Type', help="Type is used to separate Leads and Opportunities"),        
        'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
        'date_closed': fields.datetime('Closed', readonly=True),
        'stage_id': fields.many2one('crm.case.stage', 'Stage', \
                            domain="[('section_id','=',section_id),\
                            ('object_id.model', '=', 'crm.lead')]"),
        'user_id': fields.many2one('res.users', 'Salesman'),
        'referred': fields.char('Referred By', size=64),
        'date_open': fields.datetime('Opened', readonly=True),
        'day_open': fields.function(_compute_day, string='Days to Open', \
                                method=True, multi='day_open', type="float", store=True),
        'day_close': fields.function(_compute_day, string='Days to Close', \
                                method=True, multi='day_close', type="float", store=True),
        'function_name': fields.char('Function', size=64),
        }

    _defaults = {
        'company_id': lambda s, cr, uid, c: s.pool.get('res.company')._company_default_get(cr, uid, 'crm.lead', context=c),
        'priority': lambda *a: crm.AVAILABLE_PRIORITIES[2][0],
    }

    def stage_next(self, cr, uid, ids, context=None):
        """This function computes next stage for case from its current stage
             using available stage for that case type 
        @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 IDs
        @param context: A standard dictionary for contextual values"""
        if not context:
            context = {}

        s = self.get_stage_dict(cr, uid, ids, context=context)
        for case in self.browse(cr, uid, ids, context):
            section = (case.section_id.id or False)
            if section in s:
                st = case.stage_id.id  or False
                if st in s[section]:
                    self.write(cr, uid, [case.id], {'stage_id': s[section][st]})
        return True

    def get_stage_dict(self, cr, uid, ids, context=None):
        """This function gives dictionary for stage according to stage levels
        @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 IDs
        @param context: A standard dictionary for contextual values"""
        if not context:
            context = {}

        sid = self.pool.get('crm.case.stage').search(cr, uid, \
                            [('object_id.model', '=', self._name)], context=context)
        s = {}
        previous = {}
        for stage in self.pool.get('crm.case.stage').browse(cr, uid, sid, context=context):
            section = stage.section_id.id or False
            s.setdefault(section, {})
            s[section][previous.get(section, False)] = stage.id
            previous[section] = stage.id
        return s

    def stage_previous(self, cr, uid, ids, context=None):
        """This function computes previous stage for case from its current stage
             using available stage for that case type 
        @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 IDs
        @param context: A standard dictionary for contextual values"""
        if not context:
            context = {}

        s = self.get_stage_dict(cr, uid, ids, context=context)
        for case in self.browse(cr, uid, ids, context):
            section = (case.section_id.id or False)

            if section in s:
                st = case.stage_id.id or False
                s[section] = dict([(v, k) for (k, v) in s[section].iteritems()])
                if st in s[section]:
                    self.write(cr, uid, [case.id], {'stage_id': s[section][st]})
        return True
    
    def convert_opportunity(self, cr, uid, ids, context=None):
        """ Precomputation for converting lead to opportunity
        @param cr: the current row, from the database cursor,
        @param uid: the current user’s ID for security checks,
        @param ids: List of closeday’s IDs
        @param context: A standard dictionary for contextual values
        @return: Value of action in dict
        """
        if not context:
            context = {}
        context.update({'active_ids': ids})

        data_obj = self.pool.get('ir.model.data')
        data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_create')
        value = {}

        view_id = False
        if data_id:
            view_id = data_obj.browse(cr, uid, data_id, context=context).res_id
        for case in self.browse(cr, uid, ids):
            context.update({'active_id': case.id})
            if not case.partner_id:
                data_id = data_obj._get_id(cr, uid, 'crm', 'view_crm_lead2opportunity_partner')
                view_id1 = False
                if data_id:
                    view_id1 = data_obj.browse(cr, uid, data_id, context=context).res_id
                value = {
                        'name': _('Create Partner'),
                        'view_type': 'form',
                        'view_mode': 'form,tree',
                        'res_model': 'crm.lead2opportunity.partner',
                        'view_id': False,
                        'context': context,
                        'views': [(view_id1, 'form')],
                        'type': 'ir.actions.act_window',
                        'target': 'new',
                        'nodestroy': True
                        }
                break
            else:
                value = {
                        'name': _('Create Opportunity'),
                        'view_type': 'form',
                        'view_mode': 'form,tree',
                        'res_model': 'crm.lead2opportunity',
                        'view_id': False,
                        'context': context,
                        'views': [(view_id, 'form')],
                        'type': 'ir.actions.act_window',
                        'target': 'new',
                        'nodestroy': True
                        }
        return value
    
    # From crm.case
    
    def case_close(self, cr, uid, ids, *args):
        """Closes Case
        @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 Ids
        @param *args: Tuple Value for additional Params
        """
        cases = self.browse(cr, uid, ids)
        cases[0].state # to fill the browse record cache
        self._history(cr, uid, cases, _('Close'))
        self.write(cr, uid, ids, {'state': 'done',
                                  'date_closed': time.strftime('%Y-%m-%d %H:%M:%S'),
                                  })
        #
        # We use the cache of cases to keep the old case state
        #
        self._action(cr, uid, cases, 'done')
        return True

    def case_escalate(self, cr, uid, ids, *args):
        """Escalates case to top level
        @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 Ids
        @param *args: Tuple Value for additional Params
        """
        cases = self.browse(cr, uid, ids)
        for case in cases:
            data = {'active': True, 'user_id': False}

            if case.section_id.parent_id:
                data['section_id'] = case.section_id.parent_id.id
                if case.section_id.parent_id.user_id:
                    data['user_id'] = case.section_id.parent_id.user_id.id
            else:
                raise osv.except_osv(_('Error !'), _('You can not escalate this case.\nYou are already at the top level.'))
            self.write(cr, uid, [case.id], data)
        cases = self.browse(cr, uid, ids)
        self._history(cr, uid, cases, _('Escalate'))
        self._action(cr, uid, cases, 'escalate')
        return True

    def case_open(self, cr, uid, ids, *args):
        """Opens Case
        @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 Ids
        @param *args: Tuple Value for additional Params
        """
        cases = self.browse(cr, uid, ids)
        self._history(cr, uid, cases, _('Open'))

        for case in cases:
            data = {'state': 'open', 'active': True}
            if not case.user_id:
                data['user_id'] = uid
            self.write(cr, uid, case.id, data)
        self._action(cr, uid, cases, 'open')
        return True

    def case_cancel(self, cr, uid, ids, *args):
        """Cancels Case
        @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 Ids
        @param *args: Tuple Value for additional Params
        """
        cases = self.browse(cr, uid, ids)
        cases[0].state # to fill the browse record cache
        self._history(cr, uid, cases, _('Cancel'))
        self.write(cr, uid, ids, {'state': 'cancel',
                                  'active': True})
        self._action(cr, uid, cases, 'cancel')
        return True

    def case_pending(self, cr, uid, ids, *args):
        """Marks case as pending
        @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 Ids
        @param *args: Tuple Value for additional Params
        """
        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
        @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 Ids
        @param *args: Tuple Value for additional Params
        """
        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': 'draft', 'active': True})
        self._action(cr, uid, cases, 'draft')
        return True
        

crm_lead()

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