#
##############################################################################
-from base_status.base_state import base_state
+from openerp.addons.base_status.base_state import base_state
import crm
from datetime import datetime
-from osv import fields, osv
-import time
-from tools import DEFAULT_SERVER_DATE_FORMAT, DEFAULT_SERVER_DATETIME_FORMAT, DATETIME_FORMATS_MAP
-from tools.translate import _
+from openerp.osv import fields, osv
+from openerp.tools import DEFAULT_SERVER_DATETIME_FORMAT
+from openerp.tools.translate import _
class crm_phonecall(base_state, osv.osv):
""" Model for CRM phonecalls """
_name = "crm.phonecall"
_description = "Phonecall"
_order = "id desc"
- _inherit = ['ir.needaction_mixin', 'mail.thread']
+ _inherit = ['mail.thread']
_columns = {
# base_state required fields
'date_action_last': fields.datetime('Last Action', readonly=1),
'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'),
('pending', 'Not Held'),
('cancel', 'Cancelled'),
('done', 'Held'),],
- string='Status', size=16, readonly=True,
- help='The state is set to \'Todo\', when a case is created.\
- If the case is in progress the state is set to \'Open\'.\
- When the call is over, the state is set to \'Held\'.\
- If the call needs to be done then the state is set to \'Not 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
'priority': crm.AVAILABLE_PRIORITIES[2][0],
'state': _get_default_state,
'user_id': lambda self,cr,uid,ctx: uid,
+ 'active': 1
}
- 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 case_close(self, cr, uid, ids, context=None):
""" Overrides close for crm_case for setting duration """
res = True
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')
return opportunity_dict
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
"""
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)
'default_name': phonecall.name,
}
return res
-
+
+ def action_button_convert2opportunity(self, cr, uid, ids, context=None):
+ """
+ Convert a phonecall into an opp and then redirect to the opp view.
+
+ :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.'))
+
+ 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)
+
# ----------------------------------------
# OpenChatter
# ----------------------------------------
- def case_get_note_msg_prefix(self, cr, uid, id, context=None):
- return 'Phonecall'
-
- 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, body=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
- # convert datetime field to a datetime, using server format, then
- # convert it to the user TZ and re-render it with %Z to add the timezone
- phonecall_datetime = fields.DT.datetime.strptime(phonecall.date, DEFAULT_SERVER_DATETIME_FORMAT)
- phonecall_date_str = fields.datetime.context_timestamp(cr, uid, phonecall_datetime, context=context).strftime(DATETIME_FORMATS_MAP['%+'] + " (%Z)")
- 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)
- else:
- message = _("Phonecall has been <b>created and opened</b>.")
- phonecall.message_append_note(body=message)
- return True
-
def _call_set_partner_send_note(self, cr, uid, ids, context=None):
- return self.message_append_note(cr, uid, ids, body=_("Partner has been <b>created</b>"), context=context)
-
+ 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