addons/crm/crm_phonecall.py

   1 # -*- coding: utf-8 -*-
   2 ##############################################################################
   3 #
   4 #    OpenERP, Open Source Management Solution
   5 #    Copyright (C) 2004-today OpenERP SA (<http://www.openerp.com>)
   6 #
   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.
  11 #
  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.
  16 #
  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/>.
  19 #
  20 ##############################################################################
  21
  22 from base_status.base_state import base_state
  23 import crm
  24 from datetime import datetime
  25 from osv import fields, osv
  26 import time
  27 from tools import DEFAULT_SERVER_DATE_FORMAT, DEFAULT_SERVER_DATETIME_FORMAT, DATETIME_FORMATS_MAP
  28 from tools.translate import _
  29
  30 class crm_phonecall(base_state, osv.osv):
  31     """ Model for CRM phonecalls """
  32     _name = "crm.phonecall"
  33     _description = "Phonecall"
  34     _order = "id desc"
  35     _inherit = ['ir.needaction_mixin', 'mail.thread']
  36     _columns = {
  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', 'Partner'),
  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'),
  51                                     ('done', 'Held'),],
  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),
  59         # phonecall fields
  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'),
  72     }
  73
  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')
  77         return 'open'
  78
  79     _defaults = {
  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,
  84     }
  85
  86     def create(self, cr, uid, vals, context=None):
  87         obj_id = super(crm_phonecall, self).create(cr, uid, vals, context)
  88         for phonecall in self.browse(cr, uid, [obj_id], context=context):
  89             if not phonecall.opportunity_id:
  90                 self.case_open_send_note(cr, uid, [obj_id], context=context)
  91         return obj_id
  92
  93     def case_close(self, cr, uid, ids, context=None):
  94         """ Overrides close for crm_case for setting duration """
  95         res = True
  96         for phone in self.browse(cr, uid, ids, context=context):
  97             phone_id = phone.id
  98             data = {}
  99             if phone.duration <=0:
 100                 duration = datetime.now() - datetime.strptime(phone.date, DEFAULT_SERVER_DATETIME_FORMAT)
 101                 data['duration'] = duration.seconds/float(60)
 102             res = super(crm_phonecall, self).case_close(cr, uid, [phone_id], context=context)
 103             self.write(cr, uid, [phone_id], data, context=context)
 104         return res
 105
 106     def case_reset(self, cr, uid, ids, context=None):
 107         """Resets case as Todo
 108         """
 109         res = super(crm_phonecall, self).case_reset(cr, uid, ids, context)
 110         self.write(cr, uid, ids, {'duration': 0.0, 'state':'open'}, context=context)
 111         return res
 112
 113     def schedule_another_phonecall(self, cr, uid, ids, schedule_time, call_summary, \
 114                     user_id=False, section_id=False, categ_id=False, action='schedule', context=None):
 115         """
 116         action :('schedule','Schedule a call'), ('log','Log a call')
 117         """
 118         model_data = self.pool.get('ir.model.data')
 119         phonecall_dict = {}
 120         if not categ_id:
 121             res_id = model_data._get_id(cr, uid, 'crm', 'categ_phone2')
 122             if res_id:
 123                 categ_id = model_data.browse(cr, uid, res_id, context=context).res_id
 124         for call in self.browse(cr, uid, ids, context=context):
 125             if not section_id:
 126                 section_id = call.section_id and call.section_id.id or False
 127             if not user_id:
 128                 user_id = call.user_id and call.user_id.id or False
 129             vals = {
 130                     'name' : call_summary,
 131                     'user_id' : user_id or False,
 132                     'categ_id' : categ_id or False,
 133                     'description' : call.description or False,
 134                     'date' : schedule_time,
 135                     'section_id' : section_id or False,
 136                     'partner_id': call.partner_id and call.partner_id.id or False,
 137                     'partner_phone' : call.partner_phone,
 138                     'partner_mobile' : call.partner_mobile,
 139                     'priority': call.priority,
 140             }
 141             new_id = self.create(cr, uid, vals, context=context)
 142             if action == 'log':
 143                 self.case_close(cr, uid, [new_id])
 144             phonecall_dict[call.id] = new_id
 145         return phonecall_dict
 146
 147     def _call_create_partner(self, cr, uid, phonecall, context=None):
 148         partner = self.pool.get('res.partner')
 149         partner_id = partner.create(cr, uid, {
 150                     'name': phonecall.name,
 151                     'user_id': phonecall.user_id.id,
 152                     'comment': phonecall.description,
 153                     'address': []
 154         })
 155         return partner_id
 156
 157     def _call_set_partner(self, cr, uid, ids, partner_id, context=None):
 158         write_res = self.write(cr, uid, ids, {'partner_id' : partner_id}, context=context)
 159         self._call_set_partner_send_note(cr, uid, ids, context)
 160         return write_res
 161
 162     def _call_create_partner_address(self, cr, uid, phonecall, partner_id, context=None):
 163         address = self.pool.get('res.partner')
 164         return address.create(cr, uid, {
 165                     'parent_id': partner_id,
 166                     'name': phonecall.name,
 167                     'phone': phonecall.partner_phone,
 168         })
 169
 170     def convert_partner(self, cr, uid, ids, action='create', partner_id=False, context=None):
 171         """
 172         This function convert partner based on action.
 173         if action is 'create', create new partner with contact and assign lead to new partner_id.
 174         otherwise assign lead to specified partner_id
 175         """
 176         if context is None:
 177             context = {}
 178         partner_ids = {}
 179         for call in self.browse(cr, uid, ids, context=context):
 180             if action == 'create':
 181                if not partner_id:
 182                    partner_id = self._call_create_partner(cr, uid, call, context=context)
 183                self._call_create_partner_address(cr, uid, call, partner_id, context=context)
 184             self._call_set_partner(cr, uid, [call.id], partner_id, context=context)
 185             partner_ids[call.id] = partner_id
 186         return partner_ids
 187
 188
 189     def redirect_phonecall_view(self, cr, uid, phonecall_id, context=None):
 190         model_data = self.pool.get('ir.model.data')
 191         # Select the view
 192         tree_view = model_data.get_object_reference(cr, uid, 'crm', 'crm_case_phone_tree_view')
 193         form_view = model_data.get_object_reference(cr, uid, 'crm', 'crm_case_phone_form_view')
 194         search_view = model_data.get_object_reference(cr, uid, 'crm', 'view_crm_case_phonecalls_filter')
 195         value = {
 196                 'name': _('Phone Call'),
 197                 'view_type': 'form',
 198                 'view_mode': 'tree,form',
 199                 'res_model': 'crm.phonecall',
 200                 'res_id' : int(phonecall_id),
 201                 'views': [(form_view and form_view[1] or False, 'form'), (tree_view and tree_view[1] or False, 'tree'), (False, 'calendar')],
 202                 'type': 'ir.actions.act_window',
 203                 'search_view_id': search_view and search_view[1] or False,
 204         }
 205         return value
 206
 207
 208     def convert_opportunity(self, cr, uid, ids, opportunity_summary=False, partner_id=False, planned_revenue=0.0, probability=0.0, context=None):
 209         partner = self.pool.get('res.partner')
 210         opportunity = self.pool.get('crm.lead')
 211         opportunity_dict = {}
 212         default_contact = False
 213         for call in self.browse(cr, uid, ids, context=context):
 214             if not partner_id:
 215                 partner_id = call.partner_id and call.partner_id.id or False
 216             if partner_id:
 217                 address_id = partner.address_get(cr, uid, [partner_id])['default']
 218                 if address_id:
 219                     default_contact = partner.browse(cr, uid, address_id, context=context)
 220             opportunity_id = opportunity.create(cr, uid, {
 221                             'name': opportunity_summary or call.name,
 222                             'planned_revenue': planned_revenue,
 223                             'probability': probability,
 224                             'partner_id': partner_id or False,
 225                             'mobile': default_contact and default_contact.mobile,
 226                             'section_id': call.section_id and call.section_id.id or False,
 227                             'description': call.description or False,
 228                             'priority': call.priority,
 229                             'type': 'opportunity',
 230                             'phone': call.partner_phone or False,
 231                             'email_from': default_contact and default_contact.email,
 232                         })
 233             vals = {
 234                     'partner_id': partner_id,
 235                     'opportunity_id' : opportunity_id,
 236             }
 237             self.write(cr, uid, [call.id], vals)
 238             self.case_close(cr, uid, [call.id])
 239             opportunity.case_open(cr, uid, [opportunity_id])
 240             opportunity_dict[call.id] = opportunity_id
 241         return opportunity_dict
 242
 243     def action_make_meeting(self, cr, uid, ids, context=None):
 244         """ This opens Meeting's calendar view to schedule meeting on current Phonecall
 245             @return : Dictionary value for created Meeting view
 246         """
 247         phonecall = self.browse(cr, uid, ids[0], context)
 248         res = self.pool.get('ir.actions.act_window').for_xml_id(cr, uid, 'base_calendar', 'action_crm_meeting', context)
 249         res['context'] = {
 250             'default_phonecall_id': phonecall.id,
 251             'default_partner_id': phonecall.partner_id and phonecall.partner_id.id or False,
 252             'default_user_id': uid,
 253             'default_email_from': phonecall.email_from,
 254             'default_state': 'open',
 255             'default_name': phonecall.name,
 256         }
 257         return res
 258
 259     # ----------------------------------------
 260     # OpenChatter
 261     # ----------------------------------------
 262
 263     def case_get_note_msg_prefix(self, cr, uid, id, context=None):
 264         return 'Phonecall'
 265
 266     def case_reset_send_note(self, cr, uid, ids, context=None):
 267         message = _('Phonecall has been <b>reset and set as open</b>.')
 268         return self.message_append_note(cr, uid, ids, body=message, context=context)
 269
 270     def case_open_send_note(self, cr, uid, ids, context=None):
 271         lead_obj = self.pool.get('crm.lead')
 272         for phonecall in self.browse(cr, uid, ids, context=context):
 273             phonecall.message_subscribe([phonecall.user_id.id], 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)
 281             else:
 282                 message = _("Phonecall has been <b>created and opened</b>.")
 283             phonecall.message_append_note(body=message)
 284         return True
 285
 286     def _call_set_partner_send_note(self, cr, uid, ids, context=None):
 287         return self.message_append_note(cr, uid, ids, body=_("Partner has been <b>created</b>"), context=context)
 288
 289
 290 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: