odoo/addons/crm/crm.py

804 lines
37 KiB
Python

# -*- encoding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2009 Tiny SPRL (<http://tiny.be>). All Rights Reserved
# $Id$
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU 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 General Public License for more details.
#
# You should have received a copy of the GNU General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
import time
import tools
from osv import fields,osv,orm
import mx.DateTime
import base64
from tools.translate import _
MAX_LEVEL = 15
AVAILABLE_STATES = [
('draft','Draft'),
('open','Open'),
('cancel', 'Cancel'),
('done', 'Close'),
('pending','Pending')
]
AVAILABLE_PRIORITIES = [
('5','Lowest'),
('4','Low'),
('3','Normal'),
('2','High'),
('1','Highest')
]
icon_lst = {
'form':'STOCK_NEW',
'tree':'STOCK_JUSTIFY_FILL',
'calendar':'STOCK_SELECT_COLOR'
}
class crm_case_section(osv.osv):
_name = "crm.case.section"
_description = "Case Section"
_columns = {
'name': fields.char('Case Section',size=64, required=True, translate=True),
'code': fields.char('Section Code',size=8),
'active': fields.boolean('Active'),
'sequence': fields.integer('Sequence'),
'user_id': fields.many2one('res.users', 'Responsible User'),
'reply_to': fields.char('Reply-To', size=64, help="The email address put in the 'Reply-To' of all emails sent by Open ERP about cases in this section"),
'parent_id': fields.many2one('crm.case.section', 'Parent Section'),
'child_ids': fields.one2many('crm.case.section', 'parent_id', 'Child Sections'),
}
_defaults = {
'active': lambda *a: 1,
}
_sql_constraints = [
('code_uniq', 'unique (code)', 'The code of the section must be unique !')
]
def _check_recursion(self, cr, uid, ids):
level = 100
while len(ids):
cr.execute('select distinct parent_id from crm_case_section where id in ('+','.join(map(str,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 can not create recursive sections.', ['parent_id'])
]
# Mainly used by the wizard
def menu_create_data(self, cr, uid, data, menu_lst, context):
menus = {}
menus[0] = data['menu_parent_id']
section = self.browse(cr, uid, data['section_id'], context)
for (index, mname, mdomain, latest, view_mode) in menu_lst:
view_mode = data['menu'+str(index)+'_option']
if view_mode=='no':
menus[index] = data['menu_parent_id']
continue
icon = icon_lst.get(view_mode.split(',')[0], 'STOCK_JUSTIFY_FILL')
menu_id=self.pool.get('ir.ui.menu').create(cr, uid, {
'name': data['menu'+str(index)],
'parent_id': menus[latest],
'icon': icon
})
menus[index] = menu_id
action_id = self.pool.get('ir.actions.act_window').create(cr,uid, {
'name': data['menu'+str(index)],
'res_model': 'crm.case',
'domain': mdomain.replace('SECTION_ID', str(data['section_id'])),
'view_type': 'form',
'view_mode': view_mode,
})
seq = 0
for mode in view_mode.split(','):
self.pool.get('ir.actions.act_window.view').create(cr, uid, {
'sequence': seq,
'view_id': data['view_'+mode],
'view_mode': mode,
'act_window_id': action_id,
'multi': True
})
seq+=1
self.pool.get('ir.values').create(cr, uid, {
'name': data['menu'+str(index)],
'key2': 'tree_but_open',
'model': 'ir.ui.menu',
'res_id': menu_id,
'value': 'ir.actions.act_window,%d'%action_id,
'object': True
})
return True
#
# Used when called from .XML file
#
def menu_create(self, cr, uid, ids, name, menu_parent_id=False, context={}):
menus = {}
menus[-1] = menu_parent_id
for section in self.browse(cr, uid, ids, context):
for (index, mname, mdomain, latest) in [
(0,'',"[('section_id','=',"+str(section.id)+")]", -1),
(1,'My ',"[('section_id','=',"+str(section.id)+"),('user_id','=',uid)]", 0),
(2,'My Unclosed ',"[('section_id','=',"+str(section.id)+"),('user_id','=',uid), ('state','<>','cancel'), ('state','<>','done')]", 1),
(5,'My Open ',"[('section_id','=',"+str(section.id)+"),('user_id','=',uid), ('state','=','open')]", 2),
(6,'My Pending ',"[('section_id','=',"+str(section.id)+"),('user_id','=',uid), ('state','=','pending')]", 2),
(7,'My Draft ',"[('section_id','=',"+str(section.id)+"),('user_id','=',uid), ('state','=','draft')]", 2),
(3,'My Late ',"[('section_id','=',"+str(section.id)+"),('user_id','=',uid), ('date_deadline','<=',time.strftime('%Y-%m-%d')), ('state','<>','cancel'), ('state','<>','done')]", 1),
(4,'My Canceled ',"[('section_id','=',"+str(section.id)+"),('user_id','=',uid), ('state','=','cancel')]", 1),
(8,'All ',"[('section_id','=',"+str(section.id)+"),]", 0),
(9,'Unassigned ',"[('section_id','=',"+str(section.id)+"),('user_id','=',False)]", 8),
(10,'Late ',"[('section_id','=',"+str(section.id)+"),('user_id','=',uid), ('date_deadline','<=',time.strftime('%Y-%m-%d')), ('state','<>','cancel'), ('state','<>','done')]", 8),
(11,'Canceled ',"[('section_id','=',"+str(section.id)+"),('state','=','cancel')]", 8),
(12,'Unclosed ',"[('section_id','=',"+str(section.id)+"),('state','<>','cancel'), ('state','<>','done')]", 8),
(13,'Open ',"[('section_id','=',"+str(section.id)+"),('state','=','open')]", 12),
(14,'Pending ',"[('section_id','=',"+str(section.id)+"),('state','=','pending')]", 12),
(15,'Draft ',"[('section_id','=',"+str(section.id)+"),('state','=','draft')]", 12),
(16,'Unassigned ',"[('section_id','=',"+str(section.id)+"),('user_id','=',False),('state','<>','cancel'),('state','<>','done')]", 12),
]:
view_mode = 'tree,form'
icon = 'STOCK_JUSTIFY_FILL'
if index==0:
view_mode = 'form,tree'
icon = 'STOCK_NEW'
menu_id=self.pool.get('ir.ui.menu').create(cr, uid, {
'name': mname+name,
'parent_id': menus[latest],
'icon': icon
})
menus[index] = menu_id
action_id = self.pool.get('ir.actions.act_window').create(cr,uid, {
'name': mname+name+' Cases',
'res_model': 'crm.case',
'domain': mdomain,
'view_type': 'form',
'view_mode': view_mode,
})
self.pool.get('ir.values').create(cr, uid, {
'name': 'Open Cases',
'key2': 'tree_but_open',
'model': 'ir.ui.menu',
'res_id': menu_id,
'value': 'ir.actions.act_window,%d'%action_id,
'object': True
})
return True
def name_get(self, cr, uid, ids, context={}):
if not len(ids):
return []
reads = self.read(cr, uid, ids, ['name','parent_id'], context)
res = []
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):
_name = "crm.case.categ"
_description = "Category of case"
_columns = {
'name': fields.char('Case Category Name', size=64, required=True, translate=True),
'probability': fields.float('Probability (%)', required=True),
'section_id': fields.many2one('crm.case.section', 'Case Section'),
}
_defaults = {
'probability': lambda *args: 0.0
}
crm_case_categ()
class crm_case_rule(osv.osv):
_name = "crm.case.rule"
_description = "Case Rule"
_columns = {
'name': fields.char('Rule Name',size=64, required=True),
'active': fields.boolean('Active'),
'sequence': fields.integer('Sequence'),
'trg_state_from': fields.selection([('',''),('escalate','Escalate')]+AVAILABLE_STATES, 'Case State', size=16),
'trg_state_to': fields.selection([('',''),('escalate','Escalate')]+AVAILABLE_STATES, 'Button Pressed', size=16),
'trg_date_type': fields.selection([
('none','None'),
('create','Creation Date'),
('action_last','Last Action Date'),
('deadline','Deadline'),
('date','Date'),
], 'Trigger Date', size=16),
'trg_date_range': fields.integer('Delay after trigger date'),
'trg_date_range_type': fields.selection([('minutes', 'Minutes'),('hour','Hours'),('day','Days'),('month','Months')], 'Delay type'),
'trg_section_id': fields.many2one('crm.case.section', 'Section'),
'trg_categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',trg_section_id)]"),
'trg_user_id': fields.many2one('res.users', 'Responsible'),
'trg_partner_id': fields.many2one('res.partner', 'Partner'),
'trg_partner_categ_id': fields.many2one('res.partner.category', 'Partner Category'),
'trg_priority_from': fields.selection([('','')] + AVAILABLE_PRIORITIES, 'Minimum Priority'),
'trg_priority_to': fields.selection([('','')] + AVAILABLE_PRIORITIES, 'Maximim Priority'),
'act_method': fields.char('Call Object Method', size=64),
'act_state': fields.selection([('','')]+AVAILABLE_STATES, 'Set state to', size=16),
'act_section_id': fields.many2one('crm.case.section', 'Set section to'),
'act_user_id': fields.many2one('res.users', 'Set responsible to'),
'act_priority': fields.selection([('','')] + AVAILABLE_PRIORITIES, 'Set priority to'),
'act_email_cc': fields.char('Add watchers (Cc)', size=250, help="These people will receive a copy of the futur communication between partner and users by email"),
'act_remind_partner': fields.boolean('Remind Partner', help="Check this if you want the rule to send a reminder by email to the partner."),
'act_remind_user': fields.boolean('Remind responsible', help="Check this if you want the rule to send a reminder by email to the user."),
'act_remind_attach': fields.boolean('Remind with attachment', help="Check this if you want that all documents attached to the case be attached to the reminder email sent."),
'act_mail_to_user': fields.boolean('Mail to responsible'),
'act_mail_to_partner': fields.boolean('Mail to partner'),
'act_mail_to_watchers': fields.boolean('Mail to watchers (Cc)'),
'act_mail_to_email': fields.char('Mail to these emails', size=128),
'act_mail_body': fields.text('Mail body')
}
_defaults = {
'active': lambda *a: 1,
'trg_date_type': lambda *a: 'none',
'trg_date_range_type': lambda *a: 'day',
'act_mail_to_user': lambda *a: 0,
'act_remind_partner': lambda *a: 0,
'act_remind_user': lambda *a: 0,
'act_mail_to_partner': lambda *a: 0,
'act_mail_to_watchers': lambda *a: 0,
}
_order = 'sequence'
def _check(self, cr, uid, ids=False, context={}):
'''
Function called by the sceduler to proccess cases for date actions
Only works on not done and canceled cases
'''
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 [])
case_obj = self.pool.get('crm.case')
cases = case_obj.browse(cr, uid, ids2, context)
return case_obj._action(cr, uid, cases, False, context=context)
def _check_mail(self, cr, uid, ids, context=None):
caseobj = self.pool.get('crm.case')
emptycase = orm.browse_null()
for rule in self.browse(cr, uid, ids):
if rule.act_mail_body:
try:
caseobj.format_mail(emptycase, rule.act_mail_body)
except (ValueError, KeyError, TypeError):
return False
return True
_constraints = [
(_check_mail, 'Error: The mail is not well formated', ['act_mail_body']),
]
crm_case_rule()
def _links_get(self, cr, uid, 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 crm_case(osv.osv):
_name = "crm.case"
_description = "Case"
def _email_last(self, cursor, user, ids, name, arg, context=None):
res = {}
for case in self.browse(cursor, user, ids):
if case.history_line:
res[case.id] = case.history_line[0].description
else:
res[case.id] = False
return res
def copy(self, cr, uid, id, default=None, context={}):
if not default: default = {}
default.update( {'state':'draft', 'id':False, 'history_line':[],'log_ids':[]})
return super(crm_case, self).copy(cr, uid, id, default, context)
_columns = {
'id': fields.integer('ID', readonly=True),
'name': fields.char('Description',size=64, required=True),
'priority': fields.selection(AVAILABLE_PRIORITIES, 'Priority'),
'active': fields.boolean('Active'),
'description': fields.text('Your action'),
'section_id': fields.many2one('crm.case.section', 'Section', required=True, select=True),
'categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('section_id','=',section_id)]"),
'planned_revenue': fields.float('Planned Revenue'),
'planned_cost': fields.float('Planned Costs'),
'probability': fields.float('Probability (%)'),
'email_from': fields.char('Partner Email', size=128),
'email_cc': fields.char('Watchers Emails', size=252),
'email_last': fields.function(_email_last, method=True,
string='Latest E-Mail', type='text'),
'partner_id': fields.many2one('res.partner', 'Partner'),
'partner_address_id': fields.many2one('res.partner.address', 'Partner Contact', domain="[('partner_id','=',partner_id)]"),
'som': fields.many2one('res.partner.som', 'State of Mind'),
'date': fields.datetime('Date'),
'create_date': fields.datetime('Created' ,readonly=True),
'date_deadline': fields.datetime('Deadline'),
'date_closed': fields.datetime('Closed', readonly=True),
'canal_id': fields.many2one('res.partner.canal', 'Channel'),
'user_id': fields.many2one('res.users', 'Responsible'),
'history_line': fields.one2many('crm.case.history', 'case_id', 'Communication', readonly=1),
'log_ids': fields.one2many('crm.case.log', 'case_id', 'Logs History', readonly=1),
'state': fields.selection(AVAILABLE_STATES, 'Status', size=16, readonly=True),
'ref' : fields.reference('Reference', selection=_links_get, size=128),
'ref2' : fields.reference('Reference 2', selection=_links_get, size=128),
'date_action_last': fields.datetime('Last Action', readonly=1),
'date_action_next': fields.datetime('Next Action', readonly=1),
}
def _get_default_partner_address(self, cr, uid, context):
if not context.get('portal',False):
return False
return self.pool.get('res.users').browse(cr, uid, uid, context).address_id.id
def _get_default_partner(self, cr, uid, context):
if not context.get('portal',False):
return False
user = self.pool.get('res.users').browse(cr, uid, uid, context)
if not user.address_id:
return False
return user.address_id.partner_id.id
def _get_default_email(self, cr, uid, context):
if not context.get('portal',False):
return False
user = self.pool.get('res.users').browse(cr, uid, uid, context)
if not user.address_id:
return False
return user.address_id.email
def _get_default_user(self, cr, uid, context):
if context.get('portal', False):
return False
return uid
_defaults = {
'active': lambda *a: 1,
'user_id': _get_default_user,
'partner_id': _get_default_partner,
'partner_address_id': _get_default_partner_address,
'email_from': _get_default_email,
'state': lambda *a: 'open',
'priority': lambda *a: AVAILABLE_PRIORITIES[2][0],
}
_order = 'priority, date_deadline desc, date desc,id desc'
def unlink(self, cr, uid, ids, context={}):
for case in self.browse(cr, uid, ids, context):
if case.state <> 'draft':
raise osv.except_osv(_('Warning !'),
_('You can not delete this case. You should better cancel it.'))
return super(crm_case, self).unlink(cr, uid, ids, context)
def _action(self, cr, uid, cases, state_to, scrit=None, context={}):
if not scrit:
scrit = []
action_ids = self.pool.get('crm.case.rule').search(cr, uid, scrit)
level = MAX_LEVEL
while len(action_ids) and level:
newactions = []
actions = self.pool.get('crm.case.rule').browse(cr, uid, action_ids, context)
for case in cases:
for action in actions:
ok = True
ok = ok and (not action.trg_state_from or action.trg_state_from==case.state)
ok = ok and (not action.trg_state_to or action.trg_state_to==state_to)
ok = ok and (not action.trg_section_id or action.trg_section_id.id==case.section_id.id)
ok = ok and (not action.trg_categ_id or action.trg_categ_id.id==case.categ_id.id)
ok = ok and (not action.trg_user_id.id or action.trg_user_id.id==case.user_id.id)
ok = ok and (not action.trg_partner_id.id or action.trg_partner_id.id==case.partner_id.id)
ok = ok and (
not action.trg_partner_categ_id.id or
(
case.partner_id.id and
(action.trg_partner_categ_id.id in map(lambda x: x.id, case.partner_id.category_id or []))
)
)
ok = ok and (not action.trg_priority_from or action.trg_priority_from>=case.priority)
ok = ok and (not action.trg_priority_to or action.trg_priority_to<=case.priority)
if not ok:
continue
base = False
if action.trg_date_type=='create':
base = mx.DateTime.strptime(case.create_date[:19], '%Y-%m-%d %H:%M:%S')
elif action.trg_date_type=='action_last':
if case.date_action_last:
base = mx.DateTime.strptime(case.date_action_last, '%Y-%m-%d %H:%M:%S')
else:
base = mx.DateTime.strptime(case.create_date[:19], '%Y-%m-%d %H:%M:%S')
elif action.trg_date_type=='deadline' and case.date_deadline:
base = mx.DateTime.strptime(case.date_deadline, '%Y-%m-%d')
elif action.trg_date_type=='date' and case.date:
base = mx.DateTime.strptime(case.date, '%Y-%m-%d')
if base:
fnct = {
'minutes': lambda interval: mx.DateTime.RelativeDateTime(minutes=interval),
'day': lambda interval: mx.DateTime.RelativeDateTime(days=interval),
'hour': lambda interval: mx.DateTime.RelativeDateTime(hours=interval),
'month': lambda interval: mx.DateTime.RelativeDateTime(months=interval),
}
d = base + fnct[action.trg_date_range_type](action.trg_date_range)
dt = d.strftime('%Y-%m-%d %H:%M:%S')
ok = (dt <= time.strftime('%Y-%m-%d %H:%M:%S')) and \
((not case.date_action_next) or \
(dt >= case.date_action_next and \
case.date_action_last < case.date_action_next))
if not ok:
if not case.date_action_next or dt < case.date_action_next:
case.date_action_next = dt
self.write(cr, uid, [case.id], {'date_action_next': dt}, context)
else:
ok = action.trg_date_type=='none'
if ok:
write = {}
if action.act_state:
case.state = action.act_state
write['state'] = action.act_state
if action.act_section_id:
case.section_id = action.act_section_id
write['section_id'] = action.act_section_id.id
if action.act_user_id:
case.user_id = action.act_user_id
write['user_id'] = action.act_user_id.id
if action.act_priority:
case.priority = action.act_priority
write['priority'] = action.act_priority
if action.act_email_cc:
if '@' in (case.email_cc or ''):
write['email_cc'] = case.email_cc+','+action.act_email_cc
else:
write['email_cc'] = action.act_email_cc
write['date_action_last'] = time.strftime('%Y-%m-%d %H:%M:%S')
self.write(cr, uid, [case.id], write, context)
caseobj = self.pool.get('crm.case')
if action.act_remind_user:
caseobj.remind_user(cr, uid, [case.id], context, attach=action.act_remind_attach)
if action.act_remind_partner:
caseobj.remind_partner(cr, uid, [case.id], context, attach=action.act_remind_attach)
if action.act_method:
getattr(caseobj, 'act_method')(cr, uid, [case.id], action, context)
emails = []
if action.act_mail_to_user:
if case.user_id and case.user_id.address_id:
emails.append(case.user_id.address_id.email)
if action.act_mail_to_partner:
emails.append(case.email_from)
if action.act_mail_to_watchers:
emails += (case.email_cc or '').split(',')
if action.act_mail_to_email:
emails += (action.act_mail_to_email or '').split(',')
emails = filter(None, emails)
if len(emails) and action.act_mail_body:
self.email_send(cr, uid, case, emails, action.act_mail_body)
break
action_ids = newactions
level -= 1
return True
def format_mail(self, case, body):
data = {
'case_id': case.id,
'case_subject': case.name,
'case_date': case.date,
'case_user': (case.user_id and case.user_id.name) or '/',
'case_user_email': (case.user_id and case.user_id.address_id and case.user_id.address_id.email) or '/',
'case_user_phone': (case.user_id and case.user_id.address_id and case.user_id.address_id.phone) or '/',
'email_from': case.email_from,
'partner': (case.partner_id and case.partner_id.name) or '/',
'partner_email': (case.partner_address_id and case.partner_address_id.email) or '/',
}
return body % data
def email_send(self, cr, uid, case, emails, body, context={}):
body = self.format_mail(case, body)
if case.user_id and case.user_id.address_id and case.user_id.address_id.email:
emailfrom = case.user_id.address_id.email
else:
emailfrom = case.section_id.reply_to
tools.email_send(emailfrom, emails, '['+str(case.id)+'] '+case.name, body, reply_to=case.section_id.reply_to, tinycrm=str(case.id))
return True
def __log(self, cr, uid, cases, keyword, context={}):
if not self.pool.get('res.partner.event.type').check(cr, uid, 'crm_case_'+keyword):
return False
for case in cases:
if case.partner_id:
translated_keyword = keyword
if 'translated_keyword' in context:
translated_keyword = context['translated_keyword']
name = _('Case') + ' ' + translated_keyword + ': ' + case.name
if isinstance(name, str):
name = unicode(name, 'utf-8')
if len(name) > 64:
name = name[:61] + '...'
self.pool.get('res.partner.event').create(cr, uid, {
'name': name,
'som':(case.som or False) and case.som.id,
'description':case.description,
'partner_id':case.partner_id.id,
'date':time.strftime('%Y-%m-%d %H:%M:%S'),
'canal_id':(case.canal_id or False) and case.canal_id.id,
'user_id':uid,
'document': 'crm.case,%i' % case.id,
})
return True
def __history(self, cr, uid, cases, keyword, history=False, email=False, context={}):
for case in cases:
data = {
'name': keyword,
'som': case.som.id,
'canal_id': case.canal_id.id,
'user_id': uid,
'date': time.strftime('%Y-%m-%d %H:%M:%S'),
'case_id': case.id,
'section_id': case.section_id.id
}
obj = self.pool.get('crm.case.log')
if history and case.description:
obj = self.pool.get('crm.case.history')
data['description'] = case.description
data['email'] = email or \
(case.user_id and case.user_id.address_id and \
case.user_id.address_id.email) or False
obj.create(cr, uid, data, context)
return True
_history = __history
def create(self, cr, uid, *args, **argv):
res = super(crm_case, self).create(cr, uid, *args, **argv)
cases = self.browse(cr, uid, [res])
cases[0].state # to fill the browse record cache
self.__log(cr,uid, cases, 'draft', context={'translated_keyword': _('draft')})
self._action(cr,uid, cases, 'draft')
return res
def remind_partner(self, cr, uid, ids, context={}, attach=False):
return self.remind_user(cr, uid, ids, context, attach,
destination=False)
def remind_user(self, cr, uid, ids, context={}, attach=False,
destination=True):
for case in self.browse(cr, uid, ids):
if case.section_id.reply_to and case.email_from:
src = case.email_from
dest = case.section_id.reply_to
body = case.email_last or case.description
if not destination:
src,dest = dest,src
if case.user_id.signature:
body += '\n\n%s' % (case.user_id.signature)
dest = [dest]
attach_to_send = None
if attach:
attach_ids = self.pool.get('ir.attachment').search(cr, uid, [('res_model', '=', 'crm.case'), ('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
tools.email_send(
src,
dest,
"Reminder: [%s] %s" % (str(case.id), case.name, ),
body,
reply_to=case.section_id.reply_to,
tinycrm=str(case.id),
attach=attach_to_send
)
return True
def add_reply(self, cursor, user, ids, context=None):
for case in self.browse(cursor, user, ids, context=context):
if case.history_line:
description = case.history_line[0].description
self.write(cursor, user, case.id, {
'description': '> ' + description.replace('\n','\n> '),
}, context=context)
return True
def case_log(self, cr, uid, ids,context={}, email=False, *args):
cases = self.browse(cr, uid, ids)
self.__history(cr, uid, cases, _('Historize'), history=True, email=email)
return self.write(cr, uid, ids, {'description': False, 'som': False,
'canal_id': False})
def case_log_reply(self, cr, uid, ids, context={}, email=False, *args):
cases = self.browse(cr, uid, ids)
for case in cases:
if not case.email_from:
raise osv.except_osv(_('Error!'),
_('You must put a Partner eMail to use this action!'))
self.__history(cr, uid, cases, _('Send'), history=True, email=False)
for case in cases:
self.write(cr, uid, [case.id], {
'description': False,
'som': False,
'canal_id': False,
})
emails = [case.email_from] + (case.email_cc or '').split(',')
emails = filter(None, emails)
body = case.description
if case.user_id.signature:
body += '\n\n%s' % (case.user_id.signature)
tools.email_send(
case.user_id.address_id.email,
emails,
'['+str(case.id)+'] '+case.name,
body,
reply_to=case.section_id.reply_to,
tinycrm=str(case.id)
)
return True
def onchange_partner_id(self, cr, uid, ids, part, email=False):
if not part:
return {'value':{'partner_address_id': False}}
addr = self.pool.get('res.partner').address_get(cr, uid, [part], ['contact'])
data = {'partner_address_id':addr['contact']}
if addr['contact'] and not email:
data['email_from'] = self.pool.get('res.partner.address').browse(cr, uid, addr['contact']).email
return {'value':data}
def onchange_categ_id(self, cr, uid, ids, categ, context={}):
if not categ:
return {'value':{}}
cat = self.pool.get('crm.case.categ').browse(cr, uid, categ, context).probability
return {'value':{'probability':cat}}
def onchange_partner_address_id(self, cr, uid, ids, part, email=False):
if not part:
return {'value':{}}
data = {}
if not email:
data['email_from'] = self.pool.get('res.partner.address').browse(cr, uid, part).email
return {'value':data}
def case_close(self, cr, uid, ids, *args):
cases = self.browse(cr, uid, ids)
cases[0].state # to fill the browse record cache
self.__log(cr,uid, cases, 'done', context={'translated_keyword': _('done')})
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):
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, ids, data)
self.__history(cr, uid, cases, _('Escalate'))
self._action(cr, uid, cases, 'escalate')
return True
def case_open(self, cr, uid, ids, *args):
cases = self.browse(cr, uid, ids)
self.__log(cr, uid, cases, 'open', context={'translated_keyword': _('open')})
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, ids, data)
self._action(cr,uid, cases, 'open')
return True
def emails_get(self, cr, uid, id, context={}):
case = self.browse(cr, uid, id)
return ((case.user_id and case.user_id.address_id and case.user_id.address_id.email) or False, case.email_from, case.email_cc, case.priority)
def case_cancel(self, cr, uid, ids, *args):
cases = self.browse(cr, uid, ids)
cases[0].state # to fill the browse record cache
self.__log(cr, uid, cases, 'cancel', context={'translated_keyword': _('cancel')})
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):
cases = self.browse(cr, uid, ids)
cases[0].state # to fill the browse record cache
self.__log(cr, uid, cases, 'pending', context={'translated_keyword': _('draft')})
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):
cases = self.browse(cr, uid, ids)
cases[0].state # to fill the browse record cache
self.__log(cr, uid, cases, 'draft', context={'translated_keyword': _('draft')})
self.__history(cr, uid, cases, _('Draft'))
self.write(cr, uid, ids, {'state':'draft', 'active':True})
self._action(cr, uid, cases, 'draft')
return True
crm_case()
class crm_case_log(osv.osv):
_name = "crm.case.log"
_description = "Case Communication History"
_order = "id desc"
_columns = {
'name': fields.char('Action', size=64),
'som': fields.many2one('res.partner.som', 'State of Mind'),
'date': fields.datetime('Date'),
'canal_id': fields.many2one('res.partner.canal', 'Channel'),
'section_id': fields.many2one('crm.case.section', 'Section'),
'user_id': fields.many2one('res.users', 'User Responsible', readonly=True),
'case_id': fields.many2one('crm.case', 'Case', required=True, ondelete='cascade')
}
_defaults = {
'date': lambda *a: time.strftime('%Y-%m-%d %H:%M:%S'),
}
crm_case_log()
class crm_case_history(osv.osv):
_name = "crm.case.history"
_description = "Case history"
_order = "id desc"
_inherits = {'crm.case.log':"log_id"}
def _note_get(self, cursor, user, ids, name, arg, context=None):
res = {}
for hist in self.browse(cursor, user, ids, context or {}):
res[hist.id] = (hist.email or '/') + ' (' + str(hist.date) + ')\n'
res[hist.id] += (hist.description or '')
return res
_columns = {
'description': fields.text('Description'),
'note': fields.function(_note_get, method=True, string="Description", type="text"),
'email': fields.char('Email', size=84),
'log_id': fields.many2one('crm.case.log','Log',ondelete='cascade'),
}
crm_case_history()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: