1 # -*- coding: utf-8 -*-
2 ##############################################################################
4 # OpenERP, Open Source Management Solution
5 # Copyright (C) 2004-today OpenERP SA (<http://www.openerp.com>)
7 # This program is free software: you can redistribute it and/or modify
8 # it under the terms of the GNU Affero General Public License as
9 # published by the Free Software Foundation, either version 3 of the
10 # License, or (at your option) any later version.
12 # This program is distributed in the hope that it will be useful,
13 # but WITHOUT ANY WARRANTY; without even the implied warranty of
14 # MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
15 # GNU Affero General Public License for more details.
17 # You should have received a copy of the GNU Affero General Public License
18 # along with this program. If not, see <http://www.gnu.org/licenses/>.
20 ##############################################################################
22 from base_status.base_state import base_state
24 from datetime import datetime
25 from osv import fields, osv
27 from tools import DEFAULT_SERVER_DATE_FORMAT, DEFAULT_SERVER_DATETIME_FORMAT, DATETIME_FORMATS_MAP
28 from tools.translate import _
30 class crm_phonecall(base_state, osv.osv):
31 """ Model for CRM phonecalls """
32 _name = "crm.phonecall"
33 _description = "Phonecall"
35 _inherit = ['mail.thread']
37 # base_state required fields
38 'date_action_last': fields.datetime('Last Action', readonly=1),
39 'date_action_next': fields.datetime('Next Action', readonly=1),
40 'create_date': fields.datetime('Creation Date' , readonly=True),
41 'section_id': fields.many2one('crm.case.section', 'Sales Team', \
42 select=True, help='Sales team to which Case belongs to.'),
43 'user_id': fields.many2one('res.users', 'Responsible'),
44 'partner_id': fields.many2one('res.partner', 'Contact'),
45 'company_id': fields.many2one('res.company', 'Company'),
46 'description': fields.text('Description'),
47 'state': fields.selection([ ('draft', 'Draft'),
48 ('open', 'Confirmed'),
49 ('pending', 'Not Held'),
50 ('cancel', 'Cancelled'),
52 string='Status', size=16, readonly=True,
53 help='The state is set to \'Todo\', when a case is created.\
54 If the case is in progress the state is set to \'Open\'.\
55 When the call is over, the state is set to \'Held\'.\
56 If the call needs to be done then the state is set to \'Not Held\'.'),
57 'email_from': fields.char('Email', size=128, help="These people will receive email."),
58 'date_open': fields.datetime('Opened', readonly=True),
60 'name': fields.char('Call Summary', size=64, required=True),
61 'active': fields.boolean('Active', required=False),
62 'duration': fields.float('Duration', help="Duration in Minutes"),
63 'categ_id': fields.many2one('crm.case.categ', 'Category', \
64 domain="['|',('section_id','=',section_id),('section_id','=',False),\
65 ('object_id.model', '=', 'crm.phonecall')]"),
66 'partner_phone': fields.char('Phone', size=32),
67 'partner_mobile': fields.char('Mobile', size=32),
68 'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
69 'date_closed': fields.datetime('Closed', readonly=True),
70 'date': fields.datetime('Date'),
71 'opportunity_id': fields.many2one ('crm.lead', 'Lead/Opportunity'),
74 def _get_default_state(self, cr, uid, context=None):
75 if context and context.get('default_state', False):
76 return context.get('default_state')
80 'date': fields.datetime.now,
81 'priority': crm.AVAILABLE_PRIORITIES[2][0],
82 'state': _get_default_state,
83 'user_id': lambda self,cr,uid,ctx: uid,
87 def create(self, cr, uid, vals, context=None):
88 obj_id = super(crm_phonecall, self).create(cr, uid, vals, context)
89 for phonecall in self.browse(cr, uid, [obj_id], context=context):
90 if not phonecall.opportunity_id:
91 self.case_open_send_note(cr, uid, [obj_id], context=context)
94 def case_close(self, cr, uid, ids, context=None):
95 """ Overrides close for crm_case for setting duration """
97 for phone in self.browse(cr, uid, ids, context=context):
100 if phone.duration <=0:
101 duration = datetime.now() - datetime.strptime(phone.date, DEFAULT_SERVER_DATETIME_FORMAT)
102 data['duration'] = duration.seconds/float(60)
103 res = super(crm_phonecall, self).case_close(cr, uid, [phone_id], context=context)
104 self.write(cr, uid, [phone_id], data, context=context)
107 def case_reset(self, cr, uid, ids, context=None):
108 """Resets case as Todo
110 res = super(crm_phonecall, self).case_reset(cr, uid, ids, context)
111 self.write(cr, uid, ids, {'duration': 0.0, 'state':'open'}, context=context)
114 def schedule_another_phonecall(self, cr, uid, ids, schedule_time, call_summary, \
115 user_id=False, section_id=False, categ_id=False, action='schedule', context=None):
117 action :('schedule','Schedule a call'), ('log','Log a call')
119 model_data = self.pool.get('ir.model.data')
122 res_id = model_data._get_id(cr, uid, 'crm', 'categ_phone2')
124 categ_id = model_data.browse(cr, uid, res_id, context=context).res_id
125 for call in self.browse(cr, uid, ids, context=context):
127 section_id = call.section_id and call.section_id.id or False
129 user_id = call.user_id and call.user_id.id or False
131 'name' : call_summary,
132 'user_id' : user_id or False,
133 'categ_id' : categ_id or False,
134 'description' : call.description or False,
135 'date' : schedule_time,
136 'section_id' : section_id or False,
137 'partner_id': call.partner_id and call.partner_id.id or False,
138 'partner_phone' : call.partner_phone,
139 'partner_mobile' : call.partner_mobile,
140 'priority': call.priority,
142 new_id = self.create(cr, uid, vals, context=context)
144 self.case_close(cr, uid, [new_id])
145 phonecall_dict[call.id] = new_id
146 return phonecall_dict
148 def _call_create_partner(self, cr, uid, phonecall, context=None):
149 partner = self.pool.get('res.partner')
150 partner_id = partner.create(cr, uid, {
151 'name': phonecall.name,
152 'user_id': phonecall.user_id.id,
153 'comment': phonecall.description,
158 def _call_set_partner(self, cr, uid, ids, partner_id, context=None):
159 write_res = self.write(cr, uid, ids, {'partner_id' : partner_id}, context=context)
160 self._call_set_partner_send_note(cr, uid, ids, context)
163 def _call_create_partner_address(self, cr, uid, phonecall, partner_id, context=None):
164 address = self.pool.get('res.partner')
165 return address.create(cr, uid, {
166 'parent_id': partner_id,
167 'name': phonecall.name,
168 'phone': phonecall.partner_phone,
171 def convert_partner(self, cr, uid, ids, action='create', partner_id=False, context=None):
173 This function convert partner based on action.
174 if action is 'create', create new partner with contact and assign lead to new partner_id.
175 otherwise assign lead to specified partner_id
180 force_partner_id = partner_id
181 for call in self.browse(cr, uid, ids, context=context):
182 if action == 'create':
183 partner_id = force_partner_id or self._call_create_partner(cr, uid, call, context=context)
184 self._call_create_partner_address(cr, uid, call, partner_id, context=context)
185 self._call_set_partner(cr, uid, [call.id], partner_id, context=context)
186 partner_ids[call.id] = partner_id
190 def redirect_phonecall_view(self, cr, uid, phonecall_id, context=None):
191 model_data = self.pool.get('ir.model.data')
193 tree_view = model_data.get_object_reference(cr, uid, 'crm', 'crm_case_phone_tree_view')
194 form_view = model_data.get_object_reference(cr, uid, 'crm', 'crm_case_phone_form_view')
195 search_view = model_data.get_object_reference(cr, uid, 'crm', 'view_crm_case_phonecalls_filter')
197 'name': _('Phone Call'),
199 'view_mode': 'tree,form',
200 'res_model': 'crm.phonecall',
201 'res_id' : int(phonecall_id),
202 'views': [(form_view and form_view[1] or False, 'form'), (tree_view and tree_view[1] or False, 'tree'), (False, 'calendar')],
203 'type': 'ir.actions.act_window',
204 'search_view_id': search_view and search_view[1] or False,
209 def convert_opportunity(self, cr, uid, ids, opportunity_summary=False, partner_id=False, planned_revenue=0.0, probability=0.0, context=None):
210 partner = self.pool.get('res.partner')
211 opportunity = self.pool.get('crm.lead')
212 opportunity_dict = {}
213 default_contact = False
214 for call in self.browse(cr, uid, ids, context=context):
216 partner_id = call.partner_id and call.partner_id.id or False
218 address_id = partner.address_get(cr, uid, [partner_id])['default']
220 default_contact = partner.browse(cr, uid, address_id, context=context)
221 opportunity_id = opportunity.create(cr, uid, {
222 'name': opportunity_summary or call.name,
223 'planned_revenue': planned_revenue,
224 'probability': probability,
225 'partner_id': partner_id or False,
226 'mobile': default_contact and default_contact.mobile,
227 'section_id': call.section_id and call.section_id.id or False,
228 'description': call.description or False,
229 'priority': call.priority,
230 'type': 'opportunity',
231 'phone': call.partner_phone or False,
232 'email_from': default_contact and default_contact.email,
235 'partner_id': partner_id,
236 'opportunity_id' : opportunity_id,
238 self.write(cr, uid, [call.id], vals)
239 self.case_close(cr, uid, [call.id])
240 opportunity.case_open(cr, uid, [opportunity_id])
241 opportunity_dict[call.id] = opportunity_id
242 return opportunity_dict
244 def action_make_meeting(self, cr, uid, ids, context=None):
245 """ This opens Meeting's calendar view to schedule meeting on current Phonecall
246 @return : Dictionary value for created Meeting view
248 phonecall = self.browse(cr, uid, ids[0], context)
249 res = self.pool.get('ir.actions.act_window').for_xml_id(cr, uid, 'base_calendar', 'action_crm_meeting', context)
251 'default_phonecall_id': phonecall.id,
252 'default_partner_id': phonecall.partner_id and phonecall.partner_id.id or False,
253 'default_user_id': uid,
254 'default_email_from': phonecall.email_from,
255 'default_state': 'open',
256 'default_name': phonecall.name,
260 # ----------------------------------------
262 # ----------------------------------------
264 def case_get_note_msg_prefix(self, cr, uid, id, context=None):
267 def case_reset_send_note(self, cr, uid, ids, context=None):
268 message = _('Phonecall has been <b>reset and set as open</b>.')
269 return self.message_post(cr, uid, ids, body=message, context=context)
271 def case_open_send_note(self, cr, uid, ids, context=None):
272 lead_obj = self.pool.get('crm.lead')
273 for phonecall in self.browse(cr, uid, ids, context=context):
274 if phonecall.opportunity_id:
275 lead = phonecall.opportunity_id
276 # convert datetime field to a datetime, using server format, then
277 # convert it to the user TZ and re-render it with %Z to add the timezone
278 phonecall_datetime = fields.DT.datetime.strptime(phonecall.date, DEFAULT_SERVER_DATETIME_FORMAT)
279 phonecall_date_str = fields.datetime.context_timestamp(cr, uid, phonecall_datetime, context=context).strftime(DATETIME_FORMATS_MAP['%+'] + " (%Z)")
280 message = _("Phonecall linked to the opportunity <em>%s</em> has been <b>created</b> and <b>scheduled</b> on <em>%s</em>.") % (lead.name, phonecall_date_str)
282 message = _("Phonecall has been <b>created and opened</b>.")
283 phonecall.message_post(body=message)
286 def _call_set_partner_send_note(self, cr, uid, ids, context=None):
287 return self.message_post(cr, uid, ids, body=_("Partner has been <b>created</b>."), context=context)
290 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: