############################################################################## # # Copyright (c) 2004 TINY SPRL. (http://tiny.be) All Rights Reserved. # Fabien Pinckaers # # WARNING: This program as such is intended to be used by professional # programmers who take the whole responsability of assessing all potential # consequences resulting from its eventual inadequacies and bugs # End users who are looking for a ready-to-use solution with commercial # garantees and support are strongly adviced to contract a Free Software # Service Company # # 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 2 # 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, write to the Free Software # Foundation, Inc., 59 Temple Place - Suite 330, Boston, MA 02111-1307, USA. # ############################################################################## import time import netsvc from osv import fields,osv,orm import crm_operators 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), 'case_type': fields.selection([('sale','Sale Case'),('support','Support Case (Helpdesk)'),('vendor','Vendor Case')], 'Case Type'), } crm_case_categ() def _links_get(table, cr, uid): cr.execute('select object,name from res_request_link order by priority') return cr.fetchall() class crm_case(osv.osv): _name = "crm.case" _description = "Case" _columns = { 'name': fields.char('Case Description',size=64, required=True), 'priority': fields.selection([('very low','Very Low'),('low','Low'),('medium','Medium'),('high','High'),('very high','Very High')], 'Priority', required=True), 'active': fields.boolean('Active'), 'description': fields.text('Description'), 'type': fields.selection([('sale','Sale Case'),('support','Support Case (Helpdesk)'),('purchase','Purchase Case')], 'Case Type'), 'categ_id': fields.many2one('crm.case.categ', 'Category', domain="[('case_type','=',type)]", relate=True), 'planned_revenue': fields.float('Planned Revenue'), 'planned_cost': fields.float('Planned Costs'), 'probability': fields.float('Probability (0.50)'), 'document': fields.char('Document', size=64), 'partner_id': fields.many2one('res.partner', 'Partner', required=True, relate=True), 'som': fields.many2one('res.partner.som', 'State of Mind'), 'date': fields.datetime('Date'), 'date_deadline': fields.date('Date Next Action'), 'date_closed': fields.date('Date Closed', readonly=True), 'canal_id': fields.many2one('res.partner.canal', 'Channel', relate=True), 'user_id': fields.many2one('res.users', 'User Responsible', relate=True), 'history_line': fields.one2many('crm.case.history', 'case_id', 'Case History'), 'state': fields.selection([('draft','Draft'),('open','Open'),('success','Success'), ('close', 'Closed')], 'State', size=16, readonly=True), 'ref' : fields.reference('Reference', selection=_links_get, size=128) } _defaults = { 'active': lambda *a: 1, 'state': lambda *a: 'draft', 'priority': lambda *a: 'low', 'date': lambda *a: time.strftime('%Y-%m-%d'), } _order = 'date_deadline desc' def case_log(self, cr, uid, ids, *args): ptype = {'sale':'customer', 'support':'customer', 'vendor':'supplier'} for case in self.read(cr, uid, ids): self.pool.get('crm.case.history').create(cr, uid, {'name':'Contact Operation', 'description':case['description'], 'som':(case['som'] or False) and case['som'][0], 'canal_id':(case['canal_id'] or False) and case['canal_id'][0], 'user_id':(case['user_id'] or False) and case['user_id'][0], 'case_id':case['id']}) return self.write(cr, uid, ids, {'description':False, 'som':False, 'canal_id': False}) def case_close(self, cr, uid, ids, *args): ptype = {'sale':'customer', 'support':'customer', 'vendor':'supplier'} for case in self.read(cr, uid, ids): if self.pool.get('res.partner.event.type').check(cr, uid, 'crm_case_close'): self.pool.get('res.partner.event').create(cr, uid, {'name':'Close Case: '+case['name'], 'som':(case['som'] or False) and case['som'][0], 'description':case['description'], 'document':case['document'], 'partner_id':case['partner_id'][0], 'date':time.strftime('%Y-%m-%d %H:%M:%S'), 'canal_id':(case['canal_id'] or False) and case['canal_id'][0], 'user_id':(case['user_id'] or False) and case['user_id'][0], 'partner_type':ptype.get(case['type'], 'customer')}) self.pool.get('crm.case.history').create(cr, uid, {'name':'Close', 'description':case['description'], 'som':False, 'canal_id':False, 'user_id':uid, 'case_id':case['id']}) self.write(cr, uid, ids, {'state':'done', 'active':False, 'date_closed': time.strftime('%Y-%m-%d')}) return True def case_open(self, cr, uid, ids, *args): ptype = {'sale':'customer', 'support':'customer', 'vendor':'supplier'} for case in self.read(cr, uid, ids): if self.pool.get('res.partner.event.type').check(cr, uid, 'crm_case_open'): self.pool.get('res.partner.event').create(cr, uid, {'name':'Open Case: '+case['name'], 'som':(case['som'] or False) and case['som'][0], 'description':case['description'], 'document':case['document'], 'partner_id':case['partner_id'][0], 'date':case['date'], 'canal_id':(case['canal_id'] or False) and case['canal_id'][0], 'user_id':uid, 'partner_type':ptype.get(case['type'], 'customer')}) self.pool.get('crm.case.history').create(cr, uid, {'name':'Open', 'description':case['description'], 'som':False, 'canal_id':False, 'user_id':uid, 'case_id':case['id']}) self.write(cr, uid, [case['id']], {'state':'open', 'active':True, 'user_id':uid}) return True def case_requeue(self, cr, uid, ids, *args): self.write(cr, uid, ids, {'state':'draft', 'active':True, 'user_id':False}) for case in self.read(cr, uid, ids): self.pool.get('crm.case.history').create(cr, uid, {'name':'Requeue', 'description':case['description'], 'som':False, 'canal_id':False, 'user_id':uid, 'case_id':case['id']}) return True def case_reset(self, cr, uid, ids, *args): self.write(cr, uid, ids, {'state':'draft', 'active':True, 'user_id':False}) return True crm_case() class crm_case_history(osv.osv): _name = "crm.case.history" _description = "Case history" _columns = { 'name': fields.char('Name', size=64), 'description': fields.text('Description'), 'som': fields.many2one('res.partner.som', 'State of Mind'), 'date': fields.date('Date'), 'canal_id': fields.many2one('res.partner.canal', 'Channel'), 'user_id': fields.many2one('res.users', 'User Responsible', readonly=True), 'case_id': fields.many2one('crm.case', 'Case', required=True) } _defaults = { 'date': lambda *a: time.strftime('%Y-%m-%d'), } crm_case_history() class crm_segmentation(osv.osv): _name = "crm.segmentation" _description = "Partner Segmentation" _columns = { 'name': fields.char('Name', size=64, required=True), 'description': fields.text('Description'), 'categ_id': fields.many2one('res.partner.category', 'Partner Category', required=True), 'exclusif': fields.boolean('Exclusive'), 'state': fields.selection([('not running','Not Running'),('running','Running')], 'Execution State', readonly=True), 'partner_id': fields.integer('Max Partner ID processed'), 'segmentation_line': fields.one2many('crm.segmentation.line', 'segmentation_id', 'Criteria', required=True), 'som_interval': fields.integer('Days per Periode'), 'som_interval_max': fields.integer('Max Interval'), 'som_interval_decrease': fields.float('Decrease (0>1)'), 'som_interval_default': fields.float('Default (0=None)'), } _defaults = { 'partner_id': lambda *a: 0, 'state': lambda *a: 'not running', 'som_interval_max': lambda *a: 3, 'som_interval_decrease': lambda *a: 0.8, 'som_interval_default': lambda *a: 0.5 } def process_continue(self, cr, uid, ids, start=False): categs = self.read(cr,uid,ids,['categ_id','exclusif','partner_id']) for categ in categs: if start: if categ['exclusif']: cr.execute('delete from res_partner_category_rel where category_id=%d', (categ['categ_id'][0],)) id = categ['id'] cr.execute('select id from crm_segmentation_line where segmentation_id=%d', (id,)) line_ids = [x[0] for x in cr.fetchall()] cr.execute('select id from res_partner order by id limit 100 offset %d', (categ['partner_id'],)) partners = cr.fetchall() ok = [] for (pid,) in partners: if self.pool.get('crm.segmentation.line').test(cr, uid, line_ids, pid): ok.append(pid) for partner_id in ok: cr.execute('insert into res_partner_category_rel (category_id,partner_id) values (%d,%d)', (categ['categ_id'][0],partner_id)) cr.commit() if len(partners)==100: self.write(cr, uid, [id], {'partner_id':categ['partner_id']+100}) self.process_continue(cr, uid, [id]) self.write(cr, uid, [id], {'state':'not running', 'partner_id':0}) cr.commit() return True def process_stop(self, cr, uid, ids, *args): return self.write(cr, uid, ids, {'state':'not running', 'partner_id':0}) def process_start(self, cr, uid, ids, *args): self.write(cr, uid, ids, {'state':'running', 'partner_id':0}) return self.process_continue(cr, uid, ids, start=True) crm_segmentation() class crm_segmentation_line(osv.osv): _name = "crm.segmentation.line" _description = "Segmentation line" _columns = { 'name': fields.char('Segmentation Name', size=64, required=True), 'segmentation_id': fields.many2one('crm.segmentation', 'Segmentation'), 'expr_name': fields.selection([('sale','Sale Amount'),('som','State of Mind'),('purchase','Purchase Amount')], 'Control Variable', size="64"), 'expr_operator': fields.selection([('<','<'),('=','='),('>','>')], 'Operator'), 'expr_value': fields.float('Value', required=True), 'operator': fields.selection([('and','Mandatory Expression'),('or','Optional Expression')],'Mandatory / Optionnal', required=True), } def test(self, cr, uid, ids, partner_id): expression = {'<': lambda x,y: x':lambda x,y:x>y} ok = False lst = self.read(cr, uid, ids) for l in lst: if l['expr_name']=='som': datas = self.pool.get('crm.segmentation').read(cr, uid, [l['segmentation_id'][0]], ['som','som_interval','som_interval_max','som_interval_default', 'som_interval_decrease']) value = crm_operators.som(cr, uid, partner_id, datas[0]) elif l['expr_name']=='sale': cr.execute('select sum(l.price_unit*l.quantity) from account_invoice_line l left join account_invoice i on (l.invoice_id=i.id) where i.partner_id=%d', (partner_id,)) value = cr.fetchone()[0] or 0.0 elif l['expr_name']=='purchase': cr.execute('select sum(l.price_unit*l.quantity) from account_invoice_line l left join account_invoice i on (l.invoice_id=i.id) where i.partner_id=%d', (partner_id,)) value = cr.fetchone()[0] or 0.0 print partner_id, value res = expression[l['expr_operator']](value, l['expr_value']) print ' ', res if (not res) and (l['operator']=='and'): return False if res: return True return True crm_segmentation_line()