Antonin Bourguignon
6db4b0b211
After a short conversation with fp, al, odo, abo: it seems that it would be nice for usability's sake to remove restrictions on leads deletion, in the CRM module. This condition on leads' state was introduced several years ago by fp to avoid unfortunate misclicks. It has been followed by another one bypassing the first one in case where the sales team had the allow_unlink flag set. Since the Delete button has been thrown away in the More menu, it shouldn't get misclicked anymore, preventing damages in the CRM pipe. This will simplify access rights for users: if you want to delete a lead, you can, whatever its state, whatever its sales team. Access restriction is still possible though by creating a record rule with a domain on the lead.state. lp bug: https://launchpad.net/bugs/1078037 fixed bzr revid: abo@openerp.com-20121112180144-utqcm39etuuzxdsu
235 lines
10 KiB
Python
235 lines
10 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-today OpenERP SA (<http://www.openerp.com>)
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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 base64
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import time
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from lxml import etree
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from osv import fields
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from osv import osv
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import tools
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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', 'New'),
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('cancel', 'Cancelled'),
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('open', 'In Progress'),
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('pending', 'Pending'),
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('done', 'Closed')
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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_channel(osv.osv):
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_name = "crm.case.channel"
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_description = "Channels"
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_order = 'name'
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_columns = {
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'name': fields.char('Channel Name', size=64, required=True),
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'active': fields.boolean('Active'),
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}
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_defaults = {
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'active': lambda *a: 1,
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}
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class crm_case_stage(osv.osv):
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""" Model for case stages. This models the main stages of a document
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management flow. Main CRM objects (leads, opportunities, project
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issues, ...) will now use only stages, instead of state and stages.
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Stages are for example used to display the kanban view of records.
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"""
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_name = "crm.case.stage"
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_description = "Stage of case"
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_rec_name = 'name'
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_order = "sequence"
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_columns = {
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'name': fields.char('Stage Name', size=64, required=True, translate=True),
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'sequence': fields.integer('Sequence', help="Used to order stages. Lower is better."),
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'probability': fields.float('Probability (%)', required=True, help="This percentage depicts the default/average probability of the Case for this stage to be a success"),
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'on_change': fields.boolean('Change Probability Automatically', help="Setting this stage will change the probability automatically on the opportunity."),
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'requirements': fields.text('Requirements'),
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'section_ids':fields.many2many('crm.case.section', 'section_stage_rel', 'stage_id', 'section_id', string='Sections',
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help="Link between stages and sales teams. When set, this limitate the current stage to the selected sales teams."),
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'state': fields.selection(AVAILABLE_STATES, 'Related Status', required=True,
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help="The status of your document will automatically change regarding the selected stage. " \
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"For example, if a stage is related to the status 'Close', when your document reaches this stage, it is automatically closed."),
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'case_default': fields.boolean('Common to All Teams',
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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."),
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'fold': fields.boolean('Hide in Views when Empty',
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help="This stage is not visible, for example in status bar or kanban view, when there are no records in that stage to display."),
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'type': fields.selection([ ('lead','Lead'),
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('opportunity', 'Opportunity'),
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('both', 'Both')],
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string='Type', size=16, required=True,
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help="This field is used to distinguish stages related to Leads from stages related to Opportunities, or to specify stages available for both types."),
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}
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_defaults = {
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'sequence': lambda *args: 1,
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'probability': lambda *args: 0.0,
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'state': 'open',
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'fold': False,
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'type': 'both',
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'case_default': True,
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}
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class crm_case_section(osv.osv):
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""" Model for sales teams. """
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_name = "crm.case.section"
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_inherits = {'mail.alias': 'alias_id'}
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_inherit = "mail.thread"
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_description = "Sales Teams"
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_order = "complete_name"
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def get_full_name(self, cr, uid, ids, field_name, arg, context=None):
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return dict(self.name_get(cr, uid, ids, context=context))
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_columns = {
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'name': fields.char('Sales Team', size=64, required=True, translate=True),
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'complete_name': fields.function(get_full_name, type='char', size=256, readonly=True, store=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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'change_responsible': fields.boolean('Reassign Escalated', help="When escalating to this team override the salesman with the team leader."),
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'user_id': fields.many2one('res.users', 'Team Leader'),
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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 in the 'Reply-To' of all emails sent by OpenERP 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', "Working Time", help="Used to compute open days"),
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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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'stage_ids': fields.many2many('crm.case.stage', 'section_stage_rel', 'section_id', 'stage_id', 'Stages'),
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'alias_id': fields.many2one('mail.alias', 'Alias', ondelete="cascade", required=True,
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help="The email address associated with this team. New emails received will automatically "
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"create new leads assigned to the team."),
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}
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def _get_stage_common(self, cr, uid, context):
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ids = self.pool.get('crm.case.stage').search(cr, uid, [('case_default','=',1)], context=context)
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return ids
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_defaults = {
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'active': 1,
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'stage_ids': _get_stage_common,
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'alias_domain': False, # always hide alias during creation
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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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_constraints = [
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(osv.osv._check_recursion, 'Error ! You cannot create recursive Sales team.', ['parent_id'])
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]
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def name_get(self, cr, uid, ids, context=None):
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"""Overrides orm name_get method"""
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if not isinstance(ids, list) :
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ids = [ids]
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res = []
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if not ids:
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return res
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reads = self.read(cr, uid, ids, ['name', 'parent_id'], context)
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for record in reads:
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name = record['name']
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if record['parent_id']:
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name = record['parent_id'][1] + ' / ' + name
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res.append((record['id'], name))
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return res
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def create(self, cr, uid, vals, context=None):
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mail_alias = self.pool.get('mail.alias')
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if not vals.get('alias_id'):
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vals.pop('alias_name', None) # prevent errors during copy()
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alias_id = mail_alias.create_unique_alias(cr, uid,
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{'alias_name': vals['name']},
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model_name="crm.lead",
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context=context)
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vals['alias_id'] = alias_id
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res = super(crm_case_section, self).create(cr, uid, vals, context)
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mail_alias.write(cr, uid, [vals['alias_id']], {'alias_defaults': {'section_id': res, 'type':'lead'}}, context)
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return res
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def unlink(self, cr, uid, ids, context=None):
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# Cascade-delete mail aliases as well, as they should not exist without the sales team.
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mail_alias = self.pool.get('mail.alias')
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alias_ids = [team.alias_id.id for team in self.browse(cr, uid, ids, context=context) if team.alias_id ]
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res = super(crm_case_section, self).unlink(cr, uid, ids, context=context)
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mail_alias.unlink(cr, uid, alias_ids, context=context)
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return res
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class crm_case_categ(osv.osv):
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""" Category of Case """
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_name = "crm.case.categ"
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_description = "Category of Case"
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_columns = {
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'name': fields.char('Name', size=64, required=True, translate=True),
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'section_id': fields.many2one('crm.case.section', 'Sales Team'),
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'object_id': fields.many2one('ir.model', 'Object Name'),
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}
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def _find_object_id(self, cr, uid, context=None):
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"""Finds id for case object"""
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object_id = context and context.get('object_id', False) or False
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ids = self.pool.get('ir.model').search(cr, uid, [('id', '=', object_id)])
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return ids and ids[0] or False
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_defaults = {
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'object_id' : _find_object_id
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}
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class crm_case_resource_type(osv.osv):
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""" Resource Type of case """
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_name = "crm.case.resource.type"
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_description = "Campaign"
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_rec_name = "name"
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_columns = {
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'name': fields.char('Campaign Name', size=64, required=True, translate=True),
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'section_id': fields.many2one('crm.case.section', 'Sales Team'),
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}
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def _links_get(self, cr, uid, context=None):
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"""Gets links value for reference field"""
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obj = self.pool.get('res.request.link')
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ids = obj.search(cr, uid, [])
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res = obj.read(cr, uid, ids, ['object', 'name'], context)
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return [(r['object'], r['name']) for r in res]
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class crm_payment_mode(osv.osv):
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""" Payment Mode for Fund """
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_name = "crm.payment.mode"
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_description = "CRM Payment Mode"
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_columns = {
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'name': fields.char('Name', size=64, required=True),
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'section_id': fields.many2one('crm.case.section', 'Sales Team'),
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}
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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