##############################################################################
#
# OpenERP, Open Source Management Solution
-# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
+# Copyright (C) 2004-today OpenERP SA (<http://www.openerp.com>)
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
#
##############################################################################
-from crm import crm_base
-from osv import fields, osv
-from tools.translate import _
+from openerp.addons.base_status.base_state import base_state
import crm
-import time
from datetime import datetime
+from openerp.osv import fields, osv
+from openerp.tools import DEFAULT_SERVER_DATETIME_FORMAT
+from openerp.tools.translate import _
-class crm_phonecall(crm_base, osv.osv):
- """ Phonecall Cases """
-
+class crm_phonecall(base_state, osv.osv):
+ """ Model for CRM phonecalls """
_name = "crm.phonecall"
_description = "Phonecall"
_order = "id desc"
_inherit = ['mail.thread']
_columns = {
- # From crm.case
- 'id': fields.integer('ID', readonly=True),
- 'name': fields.char('Call Summary', size=64, required=True),
- 'active': fields.boolean('Active', required=False),
+ # base_state required fields
'date_action_last': fields.datetime('Last Action', readonly=1),
'date_action_next': fields.datetime('Next Action', readonly=1),
'create_date': fields.datetime('Creation Date' , readonly=True),
'section_id': fields.many2one('crm.case.section', 'Sales Team', \
select=True, help='Sales team to which Case belongs to.'),
'user_id': fields.many2one('res.users', 'Responsible'),
- 'partner_id': fields.many2one('res.partner', 'Partner'),
+ 'partner_id': fields.many2one('res.partner', 'Contact'),
'company_id': fields.many2one('res.company', 'Company'),
'description': fields.text('Description'),
- 'state': fields.selection([
- ('draft', 'Draft'),
- ('open', 'Todo'),
- ('cancel', 'Cancelled'),
- ('done', 'Held'),
+ 'state': fields.selection([ ('draft', 'Draft'),
+ ('open', 'Confirmed'),
('pending', 'Not Held'),
- ], 'State', size=16, readonly=True,
- help='The state is set to \'Todo\', when a case is created.\
- \nIf the case is in progress the state is set to \'Open\'.\
- \nWhen the call is over, the state is set to \'Held\'.\
- \nIf the call needs to be done then the state is set to \'Not Held\'.'),
+ ('cancel', 'Cancelled'),
+ ('done', 'Held'),],
+ string='Status', size=16, readonly=True, track_visibility='onchange',
+ help='The status is set to \'Todo\', when a case is created.\
+ If the case is in progress the status is set to \'Open\'.\
+ When the call is over, the status is set to \'Held\'.\
+ If the call needs to be done then the status is set to \'Not Held\'.'),
'email_from': fields.char('Email', size=128, help="These people will receive email."),
'date_open': fields.datetime('Opened', readonly=True),
# phonecall fields
+ 'name': fields.char('Call Summary', size=64, required=True),
+ 'active': fields.boolean('Active', required=False),
'duration': fields.float('Duration', help="Duration in Minutes"),
'categ_id': fields.many2one('crm.case.categ', 'Category', \
domain="['|',('section_id','=',section_id),('section_id','=',False),\
'date_closed': fields.datetime('Closed', readonly=True),
'date': fields.datetime('Date'),
'opportunity_id': fields.many2one ('crm.lead', 'Lead/Opportunity'),
- 'message_ids': fields.one2many('mail.message', 'res_id', 'Messages', domain=[('model','=',_name)]),
}
def _get_default_state(self, cr, uid, context=None):
return 'open'
_defaults = {
- 'date': lambda *a: time.strftime('%Y-%m-%d %H:%M:%S'),
+ 'date': fields.datetime.now,
'priority': crm.AVAILABLE_PRIORITIES[2][0],
'state': _get_default_state,
'user_id': lambda self,cr,uid,ctx: uid,
- 'active': 1,
+ 'active': 1
}
- def case_get_note_msg_prefix(self, cr, uid, id, context=None):
- return 'Phonecall'
-
- def create(self, cr, uid, vals, context=None):
- obj_id = super(crm_phonecall, self).create(cr, uid, vals, context)
- for phonecall in self.browse(cr, uid, [obj_id], context=context):
- if not phonecall.opportunity_id:
- self.case_open_send_note(cr, uid, [obj_id], context=context)
- return obj_id
-
- def get_needaction_user_ids(self, cr, uid, ids, context=None):
- result = dict.fromkeys(ids, [])
- for obj in self.browse(cr, uid, ids, context=context):
- if (obj.state == 'draft' and obj.user_id):
- result[obj.id] = [obj.user_id.id]
- return result
-
- def case_reset_send_note(self, cr, uid, ids, context=None):
- message = 'Phonecall has been <b>reset and set as open</b>.'
- return self.message_append_note(cr, uid, ids, 'System Notification', message, context=context)
-
- def case_open_send_note(self, cr, uid, ids, context=None):
- lead_obj = self.pool.get('crm.lead')
- for phonecall in self.browse(cr, uid, ids, context=context):
- phonecall.message_subscribe([phonecall.user_id.id], context=context)
- if phonecall.opportunity_id:
- lead = phonecall.opportunity_id
- 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)
- else:
- message = _("Phonecall has been <b>created and opened</b>.")
- phonecall.message_append_note('System Notification' ,message)
- return True
-
- def _call_set_partner_send_note(self, cr, uid, ids, context=None):
- for phonecall in self.browse(cr, uid, ids, context=context):
- message = _("Partner has been <b>created</b>")
- phonecall.message_append_note('' ,message)
- return True
-
- # From crm.case
- def onchange_partner_address_id(self, cr, uid, ids, add, email=False):
- res = super(crm_phonecall, self).onchange_partner_address_id(cr, uid, ids, add, email)
- res.setdefault('value', {})
- if add:
- address = self.pool.get('res.partner.address').browse(cr, uid, add)
- res['value']['partner_phone'] = address.phone
- res['value']['partner_mobile'] = address.mobile
- return res
-
def case_close(self, cr, uid, ids, context=None):
- """Overrides close for crm_case for setting close date
- """
+ """ Overrides close for crm_case for setting duration """
res = True
- for phone in self.browse(cr, uid, ids):
+ for phone in self.browse(cr, uid, ids, context=context):
phone_id = phone.id
- data = {'date_closed': time.strftime('%Y-%m-%d %H:%M:%S')}
+ data = {}
if phone.duration <=0:
- duration = datetime.now() - datetime.strptime(phone.date, '%Y-%m-%d %H:%M:%S')
- data.update({'duration': duration.seconds/float(60)})
- res = super(crm_phonecall, self).case_close(cr, uid, [phone_id], context)
- self.write(cr, uid, [phone_id], data)
+ duration = datetime.now() - datetime.strptime(phone.date, DEFAULT_SERVER_DATETIME_FORMAT)
+ data['duration'] = duration.seconds/float(60)
+ res = super(crm_phonecall, self).case_close(cr, uid, [phone_id], context=context)
+ self.write(cr, uid, [phone_id], data, context=context)
return res
def case_reset(self, cr, uid, ids, context=None):
"""Resets case as Todo
"""
res = super(crm_phonecall, self).case_reset(cr, uid, ids, context)
- self.write(cr, uid, ids, {'duration': 0.0, 'state':'open'})
- return res
-
-
- def case_open(self, cr, uid, ids, context=None):
- """Overrides cancel for crm_case for setting Open Date
- """
- res = super(crm_phonecall, self).case_open(cr, uid, ids, context)
- self.write(cr, uid, ids, {'date_open': time.strftime('%Y-%m-%d %H:%M:%S')})
+ self.write(cr, uid, ids, {'duration': 0.0, 'state':'open'}, context=context)
return res
def schedule_another_phonecall(self, cr, uid, ids, schedule_time, call_summary, \
model_data = self.pool.get('ir.model.data')
phonecall_dict = {}
if not categ_id:
- res_id = model_data._get_id(cr, uid, 'crm', 'categ_phone2')
- if res_id:
+ try:
+ res_id = model_data._get_id(cr, uid, 'crm', 'categ_phone2')
categ_id = model_data.browse(cr, uid, res_id, context=context).res_id
+ except ValueError:
+ pass
for call in self.browse(cr, uid, ids, context=context):
if not section_id:
section_id = call.section_id and call.section_id.id or False
if not user_id:
user_id = call.user_id and call.user_id.id or False
+ if not schedule_time:
+ schedule_time = call.date
vals = {
'name' : call_summary,
'user_id' : user_id or False,
})
return partner_id
+ def on_change_opportunity(self, cr, uid, ids, opportunity_id, context=None):
+ values = {}
+ if opportunity_id:
+ opportunity = self.pool.get('crm.lead').browse(cr, uid, opportunity_id, context=context)
+ values = {
+ 'section_id' : opportunity.section_id and opportunity.section_id.id or False,
+ 'partner_phone' : opportunity.phone,
+ 'partner_mobile' : opportunity.mobile,
+ 'partner_id' : opportunity.partner_id and opportunity.partner_id.id or False,
+ }
+ return {'value' : values}
+
def _call_set_partner(self, cr, uid, ids, partner_id, context=None):
write_res = self.write(cr, uid, ids, {'partner_id' : partner_id}, context=context)
self._call_set_partner_send_note(cr, uid, ids, context)
'phone': phonecall.partner_phone,
})
- def convert_partner(self, cr, uid, ids, action='create', partner_id=False, context=None):
+ def handle_partner_assignation(self, cr, uid, ids, action='create', partner_id=False, context=None):
"""
- This function convert partner based on action.
+ Handle partner assignation during a lead conversion.
if action is 'create', create new partner with contact and assign lead to new partner_id.
otherwise assign lead to specified partner_id
+
+ :param list ids: phonecalls ids to process
+ :param string action: what has to be done regarding partners (create it, assign an existing one, or nothing)
+ :param int partner_id: partner to assign if any
+ :return dict: dictionary organized as followed: {lead_id: partner_assigned_id}
"""
- if context is None:
- context = {}
+ #TODO this is a duplication of the handle_partner_assignation method of crm_lead
partner_ids = {}
+ # If a partner_id is given, force this partner for all elements
+ force_partner_id = partner_id
for call in self.browse(cr, uid, ids, context=context):
+ # If the action is set to 'create' and no partner_id is set, create a new one
if action == 'create':
- if not partner_id:
- partner_id = self._call_create_partner(cr, uid, call, context=context)
- self._call_create_partner_address(cr, uid, call, partner_id, context=context)
+ partner_id = force_partner_id or self._call_create_partner(cr, uid, call, context=context)
+ self._call_create_partner_address(cr, uid, call, partner_id, context=context)
self._call_set_partner(cr, uid, [call.id], partner_id, context=context)
partner_ids[call.id] = partner_id
return partner_ids
}
return value
-
def convert_opportunity(self, cr, uid, ids, opportunity_summary=False, partner_id=False, planned_revenue=0.0, probability=0.0, context=None):
partner = self.pool.get('res.partner')
opportunity = self.pool.get('crm.lead')
def action_make_meeting(self, cr, uid, ids, context=None):
"""
- This opens Meeting's calendar view to schedule meeting on current Phonecall
- @return : Dictionary value for created Meeting view
+ Open meeting's calendar view to schedule a meeting on current phonecall.
+ :return dict: dictionary value for created meeting view
"""
- value = {}
- for phonecall in self.browse(cr, uid, ids, context=context):
- data_obj = self.pool.get('ir.model.data')
-
- # Get meeting views
- result = data_obj._get_id(cr, uid, 'crm', 'view_crm_case_meetings_filter')
- res = data_obj.read(cr, uid, result, ['res_id'])
- id1 = data_obj._get_id(cr, uid, 'crm', 'crm_case_calendar_view_meet')
- id2 = data_obj._get_id(cr, uid, 'crm', 'crm_case_form_view_meet')
- id3 = data_obj._get_id(cr, uid, 'crm', 'crm_case_tree_view_meet')
- if id1:
- id1 = data_obj.browse(cr, uid, id1, context=context).res_id
- if id2:
- id2 = data_obj.browse(cr, uid, id2, context=context).res_id
- if id3:
- id3 = data_obj.browse(cr, uid, id3, context=context).res_id
+ phonecall = self.browse(cr, uid, ids[0], context)
+ res = self.pool.get('ir.actions.act_window').for_xml_id(cr, uid, 'base_calendar', 'action_crm_meeting', context)
+ res['context'] = {
+ 'default_phonecall_id': phonecall.id,
+ 'default_partner_id': phonecall.partner_id and phonecall.partner_id.id or False,
+ 'default_user_id': uid,
+ 'default_email_from': phonecall.email_from,
+ 'default_state': 'open',
+ 'default_name': phonecall.name,
+ }
+ return res
- context = {
- 'default_phonecall_id': phonecall.id,
- 'default_partner_id': phonecall.partner_id and phonecall.partner_id.id or False,
- 'default_email': phonecall.email_from ,
- 'default_name': phonecall.name
- }
+ def action_button_convert2opportunity(self, cr, uid, ids, context=None):
+ """
+ Convert a phonecall into an opp and then redirect to the opp view.
- value = {
- 'name': _('Meetings'),
- 'domain' : "[('user_id','=',%s)]" % (uid),
- 'context': context,
- 'view_type': 'form',
- 'view_mode': 'calendar,form,tree',
- 'res_model': 'crm.meeting',
- 'view_id': False,
- 'views': [(id1, 'calendar'), (id2, 'form'), (id3, 'tree')],
- 'type': 'ir.actions.act_window',
- 'search_view_id': res['res_id'],
- 'nodestroy': True
- }
+ :param list ids: list of calls ids to convert (typically contains a single id)
+ :return dict: containing view information
+ """
+ if len(ids) != 1:
+ raise osv.except_osv(_('Warning!'),_('It\'s only possible to convert one phonecall at a time.'))
- return value
+ opportunity_dict = self.convert_opportunity(cr, uid, ids, context=context)
+ return self.pool.get('crm.lead').redirect_opportunity_view(cr, uid, opportunity_dict[ids[0]], context)
-crm_phonecall()
+ # ----------------------------------------
+ # OpenChatter
+ # ----------------------------------------
+ def _call_set_partner_send_note(self, cr, uid, ids, context=None):
+ return self.message_post(cr, uid, ids, body=_("Partner has been <b>created</b>."), context=context)
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
projects / odoo / odoo.git / blobdiff