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crm_claim.py
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# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-today OpenERP SA (<http://www.openerp.com>)
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
import openerp
from openerp.addons.crm import crm
from openerp.osv import fields, osv
from openerp import tools
from openerp.tools.translate import _
from openerp.tools import html2plaintext
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', 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."),
'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."),
}
_defaults = {
'sequence': lambda *args: 1,
}
class crm_claim(osv.osv):
""" Crm claim
"""
_name = "crm.claim"
_description = "Claim"
_order = "priority,date desc"
_inherit = ['mail.thread']
def _get_default_section_id(self, cr, uid, context=None):
""" Gives default section by checking if present in the context """
return self.pool.get('crm.lead')._resolve_section_id_from_context(cr, uid, context=context) or False
def _get_default_stage_id(self, cr, uid, context=None):
""" Gives default stage_id """
section_id = self._get_default_section_id(cr, uid, context=context)
return self.stage_find(cr, uid, [], section_id, [('sequence', '=', '1')], context=context)
_columns = {
'id': fields.integer('ID', readonly=True),
'name': fields.char('Claim Subject', required=True),
'active': fields.boolean('Active'),
'action_next': fields.char('Next Action'),
'date_action_next': fields.datetime('Next Action Date'),
'description': fields.text('Description'),
'resolution': fields.text('Resolution'),
'create_date': fields.datetime('Creation Date' , readonly=True),
'write_date': fields.datetime('Update Date' , readonly=True),
'date_deadline': fields.date('Deadline'),
'date_closed': fields.datetime('Closed', readonly=True),
'date': fields.datetime('Claim Date', select=True),
'ref': fields.reference('Reference', selection=openerp.addons.base.res.res_request.referencable_models),
'categ_id': fields.many2one('crm.case.categ', 'Category', \
domain="[('section_id','=',section_id),\
('object_id.model', '=', 'crm.claim')]"),
'priority': fields.selection([('0','Low'), ('1','Normal'), ('2','High')], 'Priority'),
'type_action': fields.selection([('correction','Corrective Action'),('prevention','Preventive Action')], 'Action Type'),
'user_id': fields.many2one('res.users', 'Responsible', track_visibility='always'),
'user_fault': fields.char('Trouble Responsible'),
'section_id': fields.many2one('crm.case.section', 'Sales Team', \
select=True, help="Responsible sales team."\
" Define Responsible user and Email account for"\
" mail gateway."),
'company_id': fields.many2one('res.company', 'Company'),
'partner_id': fields.many2one('res.partner', 'Partner'),
'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="Destination email for email gateway."),
'partner_phone': fields.char('Phone'),
'stage_id': fields.many2one ('crm.claim.stage', 'Stage', track_visibility='onchange',
domain="['|', ('section_ids', '=', section_id), ('case_default', '=', True)]"),
'cause': fields.text('Root Cause'),
}
_defaults = {
'user_id': lambda s, cr, uid, c: uid,
'section_id': lambda s, cr, uid, c: s._get_default_section_id(cr, uid, c),
'date': fields.datetime.now,
'company_id': lambda s, cr, uid, c: s.pool.get('res.company')._company_default_get(cr, uid, 'crm.case', context=c),
'priority': '1',
'active': lambda *a: 1,
'stage_id': lambda s, cr, uid, c: s._get_default_stage_id(cr, uid, c)
}
def stage_find(self, cr, uid, cases, section_id, domain=[], order='sequence', context=None):
""" Override of the base.stage method
Parameter of the stage search taken from the lead:
- section_id: if set, stages must belong to this section or
be a default case
"""
if isinstance(cases, (int, long)):
cases = self.browse(cr, uid, cases, context=context)
# collect all section_ids
section_ids = []
if section_id:
section_ids.append(section_id)
for claim in cases:
if claim.section_id:
section_ids.append(claim.section_id.id)
# OR all section_ids and OR with case_default
search_domain = []
if section_ids:
search_domain += [('|')] * len(section_ids)
for section_id in section_ids:
search_domain.append(('section_ids', '=', section_id))
search_domain.append(('case_default', '=', True))
# AND with the domain in parameter
search_domain += list(domain)
# perform search, return the first found
stage_ids = self.pool.get('crm.claim.stage').search(cr, uid, search_domain, order=order, context=context)
if stage_ids:
return stage_ids[0]
return False
def onchange_partner_id(self, cr, uid, ids, partner_id, email=False, context=None):
"""This function returns value of partner address based on partner
:param email: ignored
"""
if not partner_id:
return {'value': {'email_from': False, 'partner_phone': False}}
address = self.pool.get('res.partner').browse(cr, uid, partner_id, context=context)
return {'value': {'email_from': address.email, 'partner_phone': address.phone}}
def create(self, cr, uid, vals, context=None):
if context is None:
context = {}
if vals.get('section_id') and not context.get('default_section_id'):
context['default_section_id'] = vals.get('section_id')
# context: no_log, because subtype already handle this
return super(crm_claim, self).create(cr, uid, vals, context=context)
def copy(self, cr, uid, id, default=None, context=None):
claim = self.browse(cr, uid, id, context=context)
default = dict(default or {},
stage_id = self._get_default_stage_id(cr, uid, context=context),
name = _('%s (copy)') % claim.name)
return super(crm_claim, self).copy(cr, uid, id, default, context=context)
# -------------------------------------------------------
# Mail gateway
# -------------------------------------------------------
def message_new(self, cr, uid, msg, custom_values=None, context=None):
""" Overrides mail_thread message_new that is called by the mailgateway
through message_process.
This override updates the document according to the email.
"""
if custom_values is None:
custom_values = {}
desc = html2plaintext(msg.get('body')) if msg.get('body') else ''
defaults = {
'name': msg.get('subject') or _("No Subject"),
'description': desc,
'email_from': msg.get('from'),
'email_cc': msg.get('cc'),
'partner_id': msg.get('author_id', False),
}
if msg.get('priority'):
defaults['priority'] = msg.get('priority')
defaults.update(custom_values)
return super(crm_claim, self).message_new(cr, uid, msg, custom_values=defaults, context=context)
class res_partner(osv.osv):
_inherit = 'res.partner'
def _claim_count(self, cr, uid, ids, field_name, arg, context=None):
Claim = self.pool['crm.claim']
return {
partner_id: Claim.search_count(cr,uid, [('partner_id', '=', partner_id)], context=context)
for partner_id in ids
}
_columns = {
'claim_count': fields.function(_claim_count, string='# Claims', type='integer'),
}
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: