636 lines
25 KiB
Python
636 lines
25 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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from datetime import datetime
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from datetime import timedelta
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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(object):
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"""A simple python class to be used for common functions """
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def _get_default_partner_address(self, cr, uid, context):
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"""Gives id of default address for current user
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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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if not context.get('portal', False):
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return False
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return self.pool.get('res.users').browse(cr, uid, uid, context).address_id.id
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def _get_default_partner(self, cr, uid, context):
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"""Gives id of partner for current user
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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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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)
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if not user.address_id:
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return False
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return user.address_id.partner_id.id
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def _get_default_email(self, cr, uid, context):
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"""Gives default email address for current user
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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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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)
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if not user.address_id:
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return False
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return user.address_id.email
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def _get_default_user(self, cr, uid, context):
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"""Gives current user id
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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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if 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):
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"""Gives section id for current User
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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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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 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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@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 case IDs
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@param context: A standard dictionary for contextual values"""
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if not context:
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context = {}
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s = self.get_stage_dict(cr, uid, ids, context=context)
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for case in self.browse(cr, uid, ids, context):
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section = (case.section_id.id or False)
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if section in s:
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st = case.stage_id.id or False
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if st in s[section]:
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self.write(cr, uid, [case.id], {'stage_id': s[section][st]})
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return True
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def get_stage_dict(self, cr, uid, ids, context=None):
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"""This function gives dictionary for stage according to stage levels
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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 case IDs
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@param context: A standard dictionary for contextual values"""
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if not context:
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context = {}
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sid = self.pool.get('crm.case.stage').search(cr, uid, \
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[('object_id.model', '=', self._name)], context=context)
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s = {}
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previous = {}
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for stage in self.pool.get('crm.case.stage').browse(cr, uid, sid, context=context):
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section = stage.section_id.id or False
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s.setdefault(section, {})
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s[section][previous.get(section, False)] = stage.id
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previous[section] = stage.id
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return s
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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 stage
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using available stage for that case type
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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 case IDs
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@param context: A standard dictionary for contextual values"""
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if not context:
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context = {}
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s = self.get_stage_dict(cr, uid, ids, context=context)
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for case in self.browse(cr, uid, ids, context):
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section = (case.section_id.id or False)
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if section in s:
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st = case.stage_id.id or False
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s[section] = dict([(v, k) for (k, v) in s[section].iteritems()])
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if st in s[section]:
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self.write(cr, uid, [case.id], {'stage_id': s[section][st]})
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return True
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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 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 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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if not part:
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return {'value': {'partner_address_id': False,
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'email_from': False,
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}}
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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 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 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 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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return {'value': {'email_from': address.email}}
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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={}):
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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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@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 case Ids
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@param *args: Tuple Value for additional Params
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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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@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 case Ids
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@param *args: Tuple Value for additional Params
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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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@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 case Ids
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@param *args: Tuple Value for additional Params
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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, 'user_id': False}
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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.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 this case.\nYou are already at the top level.'))
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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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@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 case Ids
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@param *args: Tuple Value for additional Params
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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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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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@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 case Ids
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@param *args: Tuple Value for additional Params
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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, _('Pending'))
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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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@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 case Ids
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@param *args: Tuple Value for additional Params
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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, _('Draft'))
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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 remind_partner(self, cr, uid, ids, context={}, attach=False):
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"""
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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 Remind Partner's IDs
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@param context: A standard dictionary for contextual values
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"""
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return self.remind_user(cr, uid, ids, context, attach,
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destination=False)
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def remind_user(self, cr, uid, ids, context={}, attach=False,destination=True):
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"""
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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 Remind user's IDs
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@param context: A standard dictionary for contextual values
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"""
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for case in self.browse(cr, uid, ids):
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if not case.section_id.reply_to:
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raise osv.except_osv(_('Error!'), ("Reply To is not specified in the sales team"))
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if not case.email_from:
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raise osv.except_osv(_('Error!'), ("Partner Email is not specified in Case"))
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if case.section_id.reply_to and case.email_from:
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src = case.email_from
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dest = case.section_id.reply_to
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body = ""
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body = case.email_last or case.description
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if not destination:
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src, dest = dest, src
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if body and case.user_id.signature:
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body += '\n\n%s' % (case.user_id.signature)
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body = self.format_body(body)
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dest = [dest]
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attach_to_send = None
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if attach:
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attach_ids = self.pool.get('ir.attachment').search(cr, uid, [('res_model', '=', 'mailgate.thread'), ('res_id', '=', case.id)])
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attach_to_send = self.pool.get('ir.attachment').read(cr, uid, attach_ids, ['datas_fname','datas'])
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attach_to_send = map(lambda x: (x['datas_fname'], base64.decodestring(x['datas'])), attach_to_send)
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# Send an email
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flag = tools.email_send(
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src,
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dest,
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"Reminder: [%s] %s" % (str(case.id), case.name, ),
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body,
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reply_to=case.section_id.reply_to,
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openobject_id=str(case.id),
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attach=attach_to_send
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)
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self._history(cr, uid, [case], _('Send'), history=True, email=dest, details=body, email_from=src)
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#if flag:
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# raise osv.except_osv(_('Email!'),("Email Successfully Sent"))
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#else:
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# raise osv.except_osv(_('Email Fail!'),("Email is not sent successfully"))
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return True
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def _check(self, cr, uid, ids=False, context={}):
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"""
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Function called by the scheduler to process cases for date actions
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Only works on not done and cancelled cases
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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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cr.execute('select * from crm_case \
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where (date_action_last<%s or date_action_last is null) \
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and (date_action_next<=%s or date_action_next is null) \
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and state not in (\'cancel\',\'done\')',
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(time.strftime("%Y-%m-%d %H:%M:%S"),
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time.strftime('%Y-%m-%d %H:%M:%S')))
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ids2 = map(lambda x: x[0], cr.fetchall() or [])
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cases = self.browse(cr, uid, ids2, context)
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return self._action(cr, uid, cases, False, context=context)
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def _action(self, cr, uid, cases, state_to, scrit=None, context={}):
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if not context:
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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, [('name','=',model_ids[0])])
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return rule_obj._action(cr, uid, rule_ids, cases, scrit=scrit, context=context)
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def format_body(self, body):
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return self.pool.get('base.action.rule').format_body(body)
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def format_mail(self, obj, body):
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return self.pool.get('base.action.rule').format_mail(obj, body)
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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 = "name"
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_columns = {
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'name': fields.char('Sales Team', size=64, required=True, translate=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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'user_id': fields.many2one('res.users', 'Responsible User'),
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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 \
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in the 'Reply-To' of all emails sent by Open ERP 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', "Resource's Calendar"),
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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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}
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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):
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"""
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Checks for recursion level for sales team
|
||
@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 Sales team ids
|
||
"""
|
||
level = 100
|
||
|
||
while len(ids):
|
||
cr.execute('select distinct parent_id from crm_case_section where id IN %s', (tuple(ids),))
|
||
ids = filter(None, map(lambda x: x[0], cr.fetchall()))
|
||
if not level:
|
||
return False
|
||
level -= 1
|
||
|
||
return True
|
||
|
||
_constraints = [
|
||
(_check_recursion, 'Error ! You cannot create recursive Sales team.', ['parent_id'])
|
||
]
|
||
|
||
def name_get(self, cr, uid, ids, context=None):
|
||
"""Overrides orm name_get method
|
||
@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 sales team ids
|
||
"""
|
||
if not context:
|
||
context = {}
|
||
|
||
res = []
|
||
if not ids:
|
||
return res
|
||
reads = self.read(cr, uid, ids, ['name', 'parent_id'], context)
|
||
|
||
for record in reads:
|
||
name = record['name']
|
||
if record['parent_id']:
|
||
name = record['parent_id'][1] + ' / ' + name
|
||
res.append((record['id'], name))
|
||
return res
|
||
|
||
crm_case_section()
|
||
|
||
|
||
class crm_case_categ(osv.osv):
|
||
""" Category of Case """
|
||
|
||
_name = "crm.case.categ"
|
||
_description = "Category of case"
|
||
|
||
_columns = {
|
||
'name': fields.char('Case Category Name', size=64, 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
|
||
@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
|
||
"""
|
||
|
||
object_id = context and context.get('object_id', False) or False
|
||
ids = self.pool.get('ir.model').search(cr, uid, [('model', '=', object_id)])
|
||
return ids and ids[0]
|
||
|
||
_defaults = {
|
||
'object_id' : _find_object_id
|
||
|
||
}
|
||
crm_case_categ()
|
||
|
||
|
||
class crm_case_resource_type(osv.osv):
|
||
""" Resource Type of case """
|
||
|
||
_name = "crm.case.resource.type"
|
||
_description = "Resource Type of case"
|
||
_rec_name = "name"
|
||
|
||
_columns = {
|
||
'name': fields.char('Case Resource Type', size=64, 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
|
||
@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
|
||
"""
|
||
object_id = context and context.get('object_id', False) or False
|
||
ids = self.pool.get('ir.model').search(cr, uid, [('model', '=', object_id)])
|
||
return ids and ids[0]
|
||
|
||
_defaults = {
|
||
'object_id' : _find_object_id
|
||
}
|
||
|
||
crm_case_resource_type()
|
||
|
||
|
||
class crm_case_stage(osv.osv):
|
||
""" Stage of case """
|
||
|
||
_name = "crm.case.stage"
|
||
_description = "Stage of case"
|
||
_rec_name = 'name'
|
||
_order = "sequence"
|
||
|
||
_columns = {
|
||
'name': fields.char('Stage Name', size=64, required=True, translate=True),
|
||
'section_id': fields.many2one('crm.case.section', 'Sales Team'),
|
||
'sequence': fields.integer('Sequence', help="Gives the sequence order \
|
||
when displaying a list of case stages."),
|
||
'object_id': fields.many2one('ir.model', 'Object Name'),
|
||
'probability': fields.float('Probability (%)', required=True),
|
||
'on_change': fields.boolean('Change Probability Automatically', \
|
||
help="Change Probability on next and previous stages."),
|
||
'requirements': fields.text('Requirements')
|
||
}
|
||
def _find_object_id(self, cr, uid, context=None):
|
||
"""Finds id for case object
|
||
@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
|
||
"""
|
||
object_id = context and context.get('object_id', False) or False
|
||
ids = self.pool.get('ir.model').search(cr, uid, [('model', '=', object_id)])
|
||
return ids and ids[0]
|
||
|
||
_defaults = {
|
||
'sequence': lambda *args: 1,
|
||
'probability': lambda *args: 0.0,
|
||
'object_id' : _find_object_id
|
||
}
|
||
|
||
crm_case_stage()
|
||
|
||
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
|
||
"""
|
||
if not context:
|
||
context = {}
|
||
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'),
|
||
}
|
||
users()
|
||
|
||
|
||
class res_partner(osv.osv):
|
||
_inherit = 'res.partner'
|
||
_columns = {
|
||
'section_id': fields.many2one('crm.case.section', 'Sales Team'),
|
||
}
|
||
res_partner()
|
||
|
||
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
|