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 ##############################################################################
23 from datetime import datetime
24 from openerp.osv import fields, osv
25 from openerp.tools import DEFAULT_SERVER_DATETIME_FORMAT
26 from openerp.tools.translate import _
28 class crm_phonecall(osv.osv):
29 """ Model for CRM phonecalls """
30 _name = "crm.phonecall"
31 _description = "Phonecall"
33 _inherit = ['mail.thread']
35 'date_action_last': fields.datetime('Last Action', readonly=1),
36 'date_action_next': fields.datetime('Next Action', readonly=1),
37 'create_date': fields.datetime('Creation Date' , readonly=True),
38 'section_id': fields.many2one('crm.case.section', 'Sales Team', \
39 select=True, help='Sales team to which Case belongs to.'),
40 'user_id': fields.many2one('res.users', 'Responsible'),
41 'partner_id': fields.many2one('res.partner', 'Contact'),
42 'company_id': fields.many2one('res.company', 'Company'),
43 'description': fields.text('Description'),
44 'state': fields.selection(
45 [('open', 'Confirmed'),
46 ('cancel', 'Cancelled'),
47 ('pending', 'Pending'),
49 ], string='Status', readonly=True, track_visibility='onchange',
50 help='The status is set to Confirmed, when a case is created.\n'
51 'When the call is over, the status is set to Held.\n'
52 'If the callis not applicable anymore, the status can be set to Cancelled.'),
53 'email_from': fields.char('Email', size=128, help="These people will receive email."),
54 'date_open': fields.datetime('Opened', readonly=True),
56 'name': fields.char('Call Summary', size=64, required=True),
57 'active': fields.boolean('Active', required=False),
58 'duration': fields.float('Duration', help='Duration in minutes and seconds.'),
59 'categ_id': fields.many2one('crm.case.categ', 'Category', \
60 domain="['|',('section_id','=',section_id),('section_id','=',False),\
61 ('object_id.model', '=', 'crm.phonecall')]"),
62 'partner_phone': fields.char('Phone', size=32),
63 'partner_mobile': fields.char('Mobile', size=32),
64 'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
65 'date_closed': fields.datetime('Closed', readonly=True),
66 'date': fields.datetime('Date'),
67 'opportunity_id': fields.many2one ('crm.lead', 'Lead/Opportunity'),
70 def _get_default_state(self, cr, uid, context=None):
71 if context and context.get('default_state'):
72 return context.get('default_state')
76 'date': fields.datetime.now,
77 'priority': crm.AVAILABLE_PRIORITIES[2][0],
78 'state': _get_default_state,
79 'user_id': lambda self, cr, uid, ctx: uid,
83 def on_change_partner_id(self, cr, uid, ids, partner_id, context=None):
86 partner = self.pool.get('res.partner').browse(cr, uid, partner_id, context=context)
88 'partner_phone': partner.phone,
89 'partner_mobile': partner.mobile,
91 return {'value': values}
93 def write(self, cr, uid, ids, values, context=None):
94 """ Override to add case management: open/close dates """
95 if values.get('state'):
96 if values.get('state') == 'done':
97 values['date_closed'] = fields.datetime.now()
98 self.compute_duration(cr, uid, ids, context=context)
99 elif values.get('state') == 'open':
100 values['date_open'] = fields.datetime.now()
101 values['duration'] = 0.0
102 return super(crm_phonecall, self).write(cr, uid, ids, values, context=context)
104 def compute_duration(self, cr, uid, ids, context=None):
105 for phonecall in self.browse(cr, uid, ids, context=context):
106 if phonecall.duration <= 0:
107 duration = datetime.now() - datetime.strptime(phonecall.date, DEFAULT_SERVER_DATETIME_FORMAT)
108 values = {'duration': duration.seconds/float(60)}
109 self.write(cr, uid, [phonecall.id], values, context=context)
112 def schedule_another_phonecall(self, cr, uid, ids, schedule_time, call_summary, \
113 user_id=False, section_id=False, categ_id=False, action='schedule', context=None):
115 action :('schedule','Schedule a call'), ('log','Log a call')
117 model_data = self.pool.get('ir.model.data')
121 res_id = model_data._get_id(cr, uid, 'crm', 'categ_phone2')
122 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
130 if not schedule_time:
131 schedule_time = call.date
133 'name' : call_summary,
134 'user_id' : user_id or False,
135 'categ_id' : categ_id or False,
136 'description' : call.description or False,
137 'date' : schedule_time,
138 'section_id' : section_id or False,
139 'partner_id': call.partner_id and call.partner_id.id or False,
140 'partner_phone' : call.partner_phone,
141 'partner_mobile' : call.partner_mobile,
142 'priority': call.priority,
144 new_id = self.create(cr, uid, vals, context=context)
146 self.write(cr, uid, [new_id], {'state': 'done'}, context=context)
147 phonecall_dict[call.id] = new_id
148 return phonecall_dict
150 def _call_create_partner(self, cr, uid, phonecall, context=None):
151 partner = self.pool.get('res.partner')
152 partner_id = partner.create(cr, uid, {
153 'name': phonecall.name,
154 'user_id': phonecall.user_id.id,
155 'comment': phonecall.description,
160 def on_change_opportunity(self, cr, uid, ids, opportunity_id, context=None):
163 opportunity = self.pool.get('crm.lead').browse(cr, uid, opportunity_id, context=context)
165 'section_id' : opportunity.section_id and opportunity.section_id.id or False,
166 'partner_phone' : opportunity.phone,
167 'partner_mobile' : opportunity.mobile,
168 'partner_id' : opportunity.partner_id and opportunity.partner_id.id or False,
170 return {'value' : values}
172 def _call_set_partner(self, cr, uid, ids, partner_id, context=None):
173 write_res = self.write(cr, uid, ids, {'partner_id' : partner_id}, context=context)
174 self._call_set_partner_send_note(cr, uid, ids, context)
177 def _call_create_partner_address(self, cr, uid, phonecall, partner_id, context=None):
178 address = self.pool.get('res.partner')
179 return address.create(cr, uid, {
180 'parent_id': partner_id,
181 'name': phonecall.name,
182 'phone': phonecall.partner_phone,
185 def handle_partner_assignation(self, cr, uid, ids, action='create', partner_id=False, context=None):
187 Handle partner assignation during a lead conversion.
188 if action is 'create', create new partner with contact and assign lead to new partner_id.
189 otherwise assign lead to specified partner_id
191 :param list ids: phonecalls ids to process
192 :param string action: what has to be done regarding partners (create it, assign an existing one, or nothing)
193 :param int partner_id: partner to assign if any
194 :return dict: dictionary organized as followed: {lead_id: partner_assigned_id}
196 #TODO this is a duplication of the handle_partner_assignation method of crm_lead
198 # If a partner_id is given, force this partner for all elements
199 force_partner_id = partner_id
200 for call in self.browse(cr, uid, ids, context=context):
201 # If the action is set to 'create' and no partner_id is set, create a new one
202 if action == 'create':
203 partner_id = force_partner_id or self._call_create_partner(cr, uid, call, context=context)
204 self._call_create_partner_address(cr, uid, call, partner_id, context=context)
205 self._call_set_partner(cr, uid, [call.id], partner_id, context=context)
206 partner_ids[call.id] = partner_id
210 def redirect_phonecall_view(self, cr, uid, phonecall_id, context=None):
211 model_data = self.pool.get('ir.model.data')
213 tree_view = model_data.get_object_reference(cr, uid, 'crm', 'crm_case_phone_tree_view')
214 form_view = model_data.get_object_reference(cr, uid, 'crm', 'crm_case_phone_form_view')
215 search_view = model_data.get_object_reference(cr, uid, 'crm', 'view_crm_case_phonecalls_filter')
217 'name': _('Phone Call'),
219 'view_mode': 'tree,form',
220 'res_model': 'crm.phonecall',
221 'res_id' : int(phonecall_id),
222 'views': [(form_view and form_view[1] or False, 'form'), (tree_view and tree_view[1] or False, 'tree'), (False, 'calendar')],
223 'type': 'ir.actions.act_window',
224 'search_view_id': search_view and search_view[1] or False,
228 def convert_opportunity(self, cr, uid, ids, opportunity_summary=False, partner_id=False, planned_revenue=0.0, probability=0.0, context=None):
229 partner = self.pool.get('res.partner')
230 opportunity = self.pool.get('crm.lead')
231 opportunity_dict = {}
232 default_contact = False
233 for call in self.browse(cr, uid, ids, context=context):
235 partner_id = call.partner_id and call.partner_id.id or False
237 address_id = partner.address_get(cr, uid, [partner_id])['default']
239 default_contact = partner.browse(cr, uid, address_id, context=context)
240 opportunity_id = opportunity.create(cr, uid, {
241 'name': opportunity_summary or call.name,
242 'planned_revenue': planned_revenue,
243 'probability': probability,
244 'partner_id': partner_id or False,
245 'mobile': default_contact and default_contact.mobile,
246 'section_id': call.section_id and call.section_id.id or False,
247 'description': call.description or False,
248 'priority': call.priority,
249 'type': 'opportunity',
250 'phone': call.partner_phone or False,
251 'email_from': default_contact and default_contact.email,
254 'partner_id': partner_id,
255 'opportunity_id': opportunity_id,
258 self.write(cr, uid, [call.id], vals, context=context)
259 opportunity_dict[call.id] = opportunity_id
260 return opportunity_dict
262 def action_make_meeting(self, cr, uid, ids, context=None):
264 Open meeting's calendar view to schedule a meeting on current phonecall.
265 :return dict: dictionary value for created meeting view
267 phonecall = self.browse(cr, uid, ids[0], context)
268 res = self.pool.get('ir.actions.act_window').for_xml_id(cr, uid, 'calendar', 'action_calendar_event', context)
270 'default_phonecall_id': phonecall.id,
271 'default_partner_id': phonecall.partner_id and phonecall.partner_id.id or False,
272 'default_user_id': uid,
273 'default_email_from': phonecall.email_from,
274 'default_state': 'open',
275 'default_name': phonecall.name,
279 def action_button_convert2opportunity(self, cr, uid, ids, context=None):
281 Convert a phonecall into an opp and then redirect to the opp view.
283 :param list ids: list of calls ids to convert (typically contains a single id)
284 :return dict: containing view information
287 raise osv.except_osv(_('Warning!'),_('It\'s only possible to convert one phonecall at a time.'))
289 opportunity_dict = self.convert_opportunity(cr, uid, ids, context=context)
290 return self.pool.get('crm.lead').redirect_opportunity_view(cr, uid, opportunity_dict[ids[0]], context)
292 # ----------------------------------------
294 # ----------------------------------------
296 def _call_set_partner_send_note(self, cr, uid, ids, context=None):
297 return self.message_post(cr, uid, ids, body=_("Partner has been <b>created</b>."), context=context)
299 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: