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[IMP] crm_claim: added crm.claim.stage, because claim stages should be different from opportunity stages. Updated the module to use them. 

bzr revid: tde@openerp.com-20120530130058-23j8o61vbwzikk35
This commit is contained in:
Thibault Delavallée 2012-05-30 15:00:58 +02:00
parent 5727d7372b
commit ca6f8dc624
3 changed files with 52 additions and 15 deletions
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32
addons/crm_claim/crm_claim.py
View File

@ -36,6 +36,34 @@ CRM_CLAIM_PENDING_STATES = (
crm.AVAILABLE_STATES[4][0], # Pending
)
class crm_claim_stage(osv.osv):
""" Model for claim stages. This models the main stages of a claim
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.claim.stage"
_description = "Claim stages"
_rec_name = 'name'
_order = "sequence"
_columns = {
'name': fields.char('Stage Name', size=64, required=True, translate=True),
'sequence': fields.integer('Sequence', help="Used to order stages. Lower is better."),
'section_ids':fields.many2many('crm.case.section', 'section_claim_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."),
'state': fields.selection(crm.AVAILABLE_STATES, 'State', required=True, help="The related state for the stage. The state of your document will automatically change regarding the selected stage. For example, if a stage is related to the state 'Close', when your document reaches this stage, it will be automatically have the 'closed' state."),
'case_default': fields.boolean('Common to All Teams',
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('Hide in Views when Empty',
help="This stage is not visible, for example in status bar or kanban view, when there are no records in that stage to display."),
}
_defaults = {
'sequence': lambda *args: 1,
'state': 'draft',
'fold': False,
}
class crm_claim(base_stage, osv.osv):
""" Crm claim
@ -74,7 +102,7 @@ class crm_claim(base_stage, osv.osv):
'email_cc': fields.text('Watchers Emails', size=252, help="These email addresses will be added to the CC field of all inbound and outbound emails for this record before being sent. Separate multiple email addresses with a comma"),
'email_from': fields.char('Email', size=128, help="These people will receive email."),
'partner_phone': fields.char('Phone', size=32),
'stage_id': fields.many2one ('crm.case.stage', 'Stage',
'stage_id': fields.many2one ('crm.claim.stage', 'Stage',
domain="['|', ('section_ids', '=', section_id), ('case_default', '=', True)]"),
'cause': fields.text('Root Cause'),
'state': fields.related('stage_id', 'state', type="selection", store=True,
@ -114,7 +142,7 @@ class crm_claim(base_stage, osv.osv):
lead_section_id = lead.section_id.id if lead.section_id else None
if lead_section_id:
domain += ['|', ('section_ids', '=', lead_section_id), ('case_default', '=', True)]
stage_ids = self.pool.get('crm.case.stage').search(cr, uid, domain, order=order, context=context)
stage_ids = self.pool.get('crm.claim.stage').search(cr, uid, domain, order=order, context=context)
if stage_ids:
return stage_ids[0]
return False

33
addons/crm_claim/crm_claim_data.xml
View File

@ -1,7 +1,9 @@
<?xml version="1.0"?>
<openerp>
<!--
<data noupdate="1">
-->
<data>
<!--
Claims Categories
-->
@ -42,31 +44,38 @@
Case Stage
-->
<record model="crm.case.stage" id="stage_claim1">
<field name="name">Accepted as Claim</field>
<record model="crm.claim.stage" id="stage_claim1">
<field name="name">Draft</field>
<field name="state">draft</field>
<field name="sequence">26</field>
<field name="case_default" eval="True"/>
</record>
<record model="crm.case.stage" id="stage_claim5">
<record model="crm.claim.stage" id="stage_claim5">
<field name="name">Actions Defined</field>
<field name="state">open</field>
<field name="sequence">27</field>
<field name="case_default" eval="True"/>
</record>
<record model="crm.case.stage" id="stage_claim2">
<record model="crm.claim.stage" id="stage_claim2">
<field name="name">Actions Done</field>
<field name="state">done</field>
<field name="sequence">28</field>
<field name="case_default" eval="True"/>
</record>
<record model="crm.case.stage" id="stage_claim3">
<field name="name">Won't fix</field>
<record model="crm.claim.stage" id="stage_claim3">
<field name="name">Refused</field>
<field name="state">done</field>
<field name="sequence">29</field>
<field name="case_default" eval="True"/>
<field name="fold" eval="True"/>
</record>
<record model="crm.claim.stage" id="stage_claim3">
<field name="name">Cancelled</field>
<field name="state">cancel</field>
<field name="sequence">30</field>
<field name="case_default" eval="True"/>
<field name="fold" eval="True"/>
</record>
<record model="crm.case.section" id="crm.section_sales_department">
<field name="name">Sales Department</field>
<field name="code">Sales</field>
<field name="stage_ids" eval="[(4, ref('stage_claim1')), (4, ref('stage_claim2')), (4, ref('stage_claim3')), (4, ref('stage_claim5'))]"/>
</record>
</data>
</openerp>

2
addons/crm_claim/crm_claim_view.xml
View File

@ -50,7 +50,7 @@
<field name="stage_id" invisible="1"/>
<field name="date_deadline" invisible="1"/>
<field name="date_closed" invisible="1"/>
<field name="state" groups="base.group_no_one"/>
<field name="stage_id"/>
<button name="case_open" string="Open"
states="draft,pending" type="object"
icon="gtk-go-forward" groups="base.group_no_one"/>