addons/crm/crm_phonecall.py

   1 # -*- coding: utf-8 -*-
   2 ##############################################################################
   3 #
   4 #    OpenERP, Open Source Management Solution
   5 #    Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
   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.
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  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 crm import crm_base
  23 from osv import fields, osv
  24 from tools.translate import _
  25 import crm
  26 import time
  27 from datetime import datetime
  28
  29 class crm_phonecall(crm_base, osv.osv):
  30     """ Phonecall Cases """
  31
  32     _name = "crm.phonecall"
  33     _description = "Phonecall"
  34     _order = "id desc"
  35     _columns = {
  36         # From crm.case
  37         'id': fields.integer('ID', readonly=True),
  38         'name': fields.char('Call Summary', size=64, required=True),
  39         'active': fields.boolean('Active', required=False),
  40         'date_action_last': fields.datetime('Last Action', readonly=1),
  41         'date_action_next': fields.datetime('Next Action', readonly=1),
  42         'create_date': fields.datetime('Creation Date' , readonly=True),
  43         'section_id': fields.many2one('crm.case.section', 'Sales Team', \
  44                         select=True, help='Sales team to which Case belongs to.'),
  45         'user_id': fields.many2one('res.users', 'Responsible'),
  46         'partner_id': fields.many2one('res.partner', 'Partner'),
  47         'partner_address_id': fields.many2one('res.partner.address', 'Partner Contact', \
  48                                  domain="[('partner_id','=',partner_id)]"),
  49         'company_id': fields.many2one('res.company', 'Company'),
  50         'description': fields.text('Description'),
  51         'state': fields.selection([
  52                                     ('draft', 'Draft'),
  53                                     ('open', 'Todo'),
  54                                     ('cancel', 'Cancelled'),
  55                                     ('done', 'Held'),
  56                                     ('pending', 'Not Held'),
  57                                 ], 'State', size=16, readonly=True,
  58                                   help='The state is set to \'Todo\', when a case is created.\
  59                                   \nIf the case is in progress the state is set to \'Open\'.\
  60                                   \nWhen the call is over, the state is set to \'Held\'.\
  61                                   \nIf the call needs to be done then the state is set to \'Not Held\'.'),
  62         'email_from': fields.char('Email', size=128, help="These people will receive email."),
  63         'date_open': fields.datetime('Opened', readonly=True),
  64         # phonecall fields
  65         'duration': fields.float('Duration', help="Duration in Minutes"),
  66         'categ_id': fields.many2one('crm.case.categ', 'Category', \
  67                         domain="['|',('section_id','=',section_id),('section_id','=',False),\
  68                         ('object_id.model', '=', 'crm.phonecall')]"),
  69         'partner_phone': fields.char('Phone', size=32),
  70         'partner_contact': fields.related('partner_address_id', 'name', \
  71                                  type="char", string="Contact", size=128),
  72         'partner_mobile': fields.char('Mobile', size=32),
  73         'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
  74         'date_closed': fields.datetime('Closed', readonly=True),
  75         'date': fields.datetime('Date'),
  76         'opportunity_id': fields.many2one ('crm.lead', 'Lead/Opportunity'),
  77         'message_ids': fields.one2many('mail.message', 'res_id', 'Messages', domain=[('model','=',_name)]),
  78     }
  79
  80     def _get_default_state(self, cr, uid, context=None):
  81         if context and context.get('default_state', False):
  82             return context.get('default_state')
  83         return 'open'
  84
  85     _defaults = {
  86         'date': lambda *a: time.strftime('%Y-%m-%d %H:%M:%S'),
  87         'priority': crm.AVAILABLE_PRIORITIES[2][0],
  88         'state':  _get_default_state,
  89         'user_id': lambda self,cr,uid,ctx: uid,
  90         'active': 1,
  91     }
  92
  93     # From crm.case
  94     def onchange_partner_address_id(self, cr, uid, ids, add, email=False):
  95         res = super(crm_phonecall, self).onchange_partner_address_id(cr, uid, ids, add, email)
  96         res.setdefault('value', {})
  97         if add:
  98             address = self.pool.get('res.partner.address').browse(cr, uid, add)
  99             res['value']['partner_phone'] = address.phone
 100             res['value']['partner_mobile'] = address.mobile
 101         return res
 102
 103     def case_close(self, cr, uid, ids, *args):
 104         """Overrides close for crm_case for setting close date
 105         """
 106         res = True
 107         for phone in self.browse(cr, uid, ids):
 108             phone_id = phone.id
 109             data = {'date_closed': time.strftime('%Y-%m-%d %H:%M:%S')}
 110             if phone.duration <=0:
 111                 duration = datetime.now() - datetime.strptime(phone.date, '%Y-%m-%d %H:%M:%S')
 112                 data.update({'duration': duration.seconds/float(60)})
 113             res = super(crm_phonecall, self).case_close(cr, uid, [phone_id], args)
 114             self.write(cr, uid, [phone_id], data)
 115         return res
 116
 117     def case_reset(self, cr, uid, ids, *args):
 118         """Resets case as Todo
 119         """
 120         res = super(crm_phonecall, self).case_reset(cr, uid, ids, args, 'crm.phonecall')
 121         self.write(cr, uid, ids, {'duration': 0.0, 'state':'open'})
 122         return res
 123
 124
 125     def case_open(self, cr, uid, ids, *args):
 126         """Overrides cancel for crm_case for setting Open Date
 127         """
 128         res = super(crm_phonecall, self).case_open(cr, uid, ids, *args)
 129         self.write(cr, uid, ids, {'date_open': time.strftime('%Y-%m-%d %H:%M:%S')})
 130         return res
 131
 132     def schedule_another_phonecall(self, cr, uid, ids, schedule_time, call_summary, \
 133                     user_id=False, section_id=False, categ_id=False, action='schedule', context=None):
 134         """
 135         action :('schedule','Schedule a call'), ('log','Log a call')
 136         """
 137         model_data = self.pool.get('ir.model.data')
 138         phonecall_dict = {}
 139         if not categ_id:
 140             res_id = model_data._get_id(cr, uid, 'crm', 'categ_phone2')
 141             if res_id:
 142                 categ_id = model_data.browse(cr, uid, res_id, context=context).res_id
 143         for call in self.browse(cr, uid, ids, context=context):
 144             if not section_id:
 145                 section_id = call.section_id and call.section_id.id or False
 146             if not user_id:
 147                 user_id = call.user_id and call.user_id.id or False
 148             vals = {
 149                     'name' : call_summary,
 150                     'user_id' : user_id or False,
 151                     'categ_id' : categ_id or False,
 152                     'description' : call.description or False,
 153                     'date' : schedule_time,
 154                     'section_id' : section_id or False,
 155                     'partner_id': call.partner_id and call.partner_id.id or False,
 156                     'partner_address_id': call.partner_address_id and call.partner_address_id.id or False,
 157                     'partner_phone' : call.partner_phone,
 158                     'partner_mobile' : call.partner_mobile,
 159                     'priority': call.priority,
 160             }
 161
 162             new_id = self.create(cr, uid, vals, context=context)
 163             self.case_open(cr, uid, [new_id])
 164             if action == 'log':
 165                 self.case_close(cr, uid, [new_id])
 166             phonecall_dict[call.id] = new_id
 167         return phonecall_dict
 168
 169     def _call_create_partner(self, cr, uid, phonecall, context=None):
 170         partner = self.pool.get('res.partner')
 171         partner_id = partner.create(cr, uid, {
 172                     'name': phonecall.name,
 173                     'user_id': phonecall.user_id.id,
 174                     'comment': phonecall.description,
 175                     'address': []
 176         })
 177         return partner_id
 178
 179     def _call_set_partner(self, cr, uid, ids, partner_id, context=None):
 180         return self.write(cr, uid, ids, {'partner_id' : partner_id}, context=context)
 181
 182     def _call_create_partner_address(self, cr, uid, phonecall, partner_id, context=None):
 183         address = self.pool.get('res.partner.address')
 184         return address.create(cr, uid, {
 185                     'partner_id': partner_id,
 186                     'name': phonecall.name,
 187                     'phone': phonecall.partner_phone,
 188         })
 189
 190     def convert_partner(self, cr, uid, ids, action='create', partner_id=False, context=None):
 191         """
 192         This function convert partner based on action.
 193         if action is 'create', create new partner with contact and assign lead to new partner_id.
 194         otherwise assign lead to specified partner_id
 195         """
 196         if context is None:
 197             context = {}
 198         partner_ids = {}
 199         for call in self.browse(cr, uid, ids, context=context):
 200             if action == 'create':
 201                if not partner_id:
 202                    partner_id = self._call_create_partner(cr, uid, call, context=context)
 203                self._call_create_partner_address(cr, uid, call, partner_id, context=context)
 204             self._call_set_partner(cr, uid, [call.id], partner_id, context=context)
 205             partner_ids[call.id] = partner_id
 206         return partner_ids
 207
 208
 209     def redirect_phonecall_view(self, cr, uid, phonecall_id, context=None):
 210         model_data = self.pool.get('ir.model.data')
 211         # Select the view
 212         tree_view = model_data.get_object_reference(cr, uid, 'crm', 'crm_case_phone_tree_view')
 213         form_view = model_data.get_object_reference(cr, uid, 'crm', 'crm_case_phone_form_view')
 214         search_view = model_data.get_object_reference(cr, uid, 'crm', 'view_crm_case_phonecalls_filter')
 215         value = {
 216                 'name': _('Phone Call'),
 217                 'view_type': 'form',
 218                 'view_mode': 'tree,form',
 219                 'res_model': 'crm.phonecall',
 220                 'res_id' : int(phonecall_id),
 221                 'views': [(form_view and form_view[1] or False, 'form'), (tree_view and tree_view[1] or False, 'tree'), (False, 'calendar')],
 222                 'type': 'ir.actions.act_window',
 223                 'search_view_id': search_view and search_view[1] or False,
 224         }
 225         return value
 226
 227
 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         address = self.pool.get('res.partner.address')
 231         opportunity = self.pool.get('crm.lead')
 232         opportunity_dict = {}
 233         default_contact = False
 234         for call in self.browse(cr, uid, ids, context=context):
 235             if not partner_id:
 236                 partner_id = call.partner_id and call.partner_id.id or False
 237             if partner_id:
 238                 address_id = partner.address_get(cr, uid, [partner_id])['default']
 239                 if address_id:
 240                     default_contact = address.browse(cr, uid, address_id, context=context)
 241             opportunity_id = opportunity.create(cr, uid, {
 242                             'name': opportunity_summary or call.name,
 243                             'planned_revenue': planned_revenue,
 244                             'probability': probability,
 245                             'partner_id': partner_id or False,
 246                             'partner_address_id': default_contact and default_contact.id,
 247                             'phone': default_contact and default_contact.phone,
 248                             'mobile': default_contact and default_contact.mobile,
 249                             'section_id': call.section_id and call.section_id.id or False,
 250                             'description': call.description or False,
 251                             'priority': call.priority,
 252                             'type': 'opportunity',
 253                             'phone': call.partner_phone or False,
 254                         })
 255             vals = {
 256                     'partner_id': partner_id,
 257                     'opportunity_id' : opportunity_id,
 258             }
 259             self.write(cr, uid, [call.id], vals)
 260             self.case_close(cr, uid, [call.id])
 261             opportunity.case_open(cr, uid, [opportunity_id])
 262             opportunity_dict[call.id] = opportunity_id
 263         return opportunity_dict
 264
 265     def action_make_meeting(self, cr, uid, ids, context=None):
 266         """
 267         This opens Meeting's calendar view to schedule meeting on current Phonecall
 268         @return : Dictionary value for created Meeting view
 269         """
 270         value = {}
 271         for phonecall in self.browse(cr, uid, ids, context=context):
 272             data_obj = self.pool.get('ir.model.data')
 273
 274             # Get meeting views
 275             result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_meetings_filter')
 276             res = data_obj.read(cr, uid, result, ['res_id'])
 277             id1 = data_obj._get_id(cr, uid, 'crm', 'crm_case_calendar_view_meet')
 278             id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_form_view_meet')
 279             id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_tree_view_meet')
 280             if id1:
 281                 id1 = data_obj.browse(cr, uid, id1, context=context).res_id
 282             if id2:
 283                 id2 = data_obj.browse(cr, uid, id2, context=context).res_id
 284             if id3:
 285                 id3 = data_obj.browse(cr, uid, id3, context=context).res_id
 286
 287             context = {
 288                         'default_phonecall_id': phonecall.id,
 289                         'default_partner_id': phonecall.partner_id and phonecall.partner_id.id or False,
 290                         'default_email': phonecall.email_from ,
 291                         'default_name': phonecall.name
 292                     }
 293
 294             value = {
 295                 'name': _('Meetings'),
 296                 'domain' : "[('user_id','=',%s)]" % (uid),
 297                 'context': context,
 298                 'view_type': 'form',
 299                 'view_mode': 'calendar,form,tree',
 300                 'res_model': 'crm.meeting',
 301                 'view_id': False,
 302                 'views': [(id1, 'calendar'), (id2, 'form'), (id3, 'tree')],
 303                 'type': 'ir.actions.act_window',
 304                 'search_view_id': res['res_id'],
 305                 'nodestroy': True
 306                 }
 307
 308         return value
 309
 310 crm_phonecall()
 311
 312
 313 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: