#
##############################################################################
-from crm import crm_case
+from crm import crm_base
from osv import fields, osv
from tools.translate import _
import crm
import time
+from datetime import datetime
-class crm_phonecall(osv.osv, crm_case):
+class crm_phonecall(crm_base, osv.osv):
""" Phonecall Cases """
_name = "crm.phonecall"
_description = "Phonecall"
_order = "id desc"
- _inherit = 'mailgate.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),
+ '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.\
- Define Responsible user and Email account for mail gateway.'),
- 'user_id': fields.many2one('res.users', 'Responsible'),
- 'partner_id': fields.many2one('res.partner', 'Partner'),
+ 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_address_id': fields.many2one('res.partner.address', 'Partner Contact', \
- domain="[('partner_id','=',partner_id)]"),
- 'company_id': fields.many2one('res.company', 'Company'),
- 'description': fields.text('Description'),
+ domain="[('partner_id','=',partner_id)]"),
+ 'company_id': fields.many2one('res.company', 'Company'),
+ 'description': fields.text('Description'),
'state': fields.selection([
('draft', 'Draft'),
('open', 'Todo'),
('cancel', 'Cancelled'),
- ('done', 'Closed'),
- ('pending', 'Pending'),
+ ('done', 'Held'),
+ ('pending', 'Not Held'),
], 'State', size=16, readonly=True,
- help='The state is set to \'Draft\', when a case is created.\
+ 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 case is over, the state is set to \'Done\'.\
- \nIf the case needs to be reviewed then the state is set to \'Pending\'.'),
- 'email_from': fields.char('Email', size=128, help="These people will receive email."),
- 'stage_id': fields.many2one('crm.case.stage', 'Stage', \
- domain="[('section_id','=',section_id),\
- ('object_id.model', '=', 'crm.phonecall')]"),
+ \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\'.'),
+ 'email_from': fields.char('Email', size=128, help="These people will receive email."),
'date_open': fields.datetime('Opened', readonly=True),
# phonecall fields
- 'duration': fields.float('Duration'),
+ 'duration': fields.float('Duration', help="Duration in Minutes"),
'categ_id': fields.many2one('crm.case.categ', 'Category', \
- domain="[('section_id','=',section_id),\
- ('object_id.model', '=', 'crm.phonecall')]"),
- 'partner_phone': fields.char('Phone', size=32),
+ domain="['|',('section_id','=',section_id),('section_id','=',False),\
+ ('object_id.model', '=', 'crm.phonecall')]"),
+ 'partner_phone': fields.char('Phone', size=32),
'partner_contact': fields.related('partner_address_id', 'name', \
- type="char", string="Contact", size=128),
- 'partner_mobile': fields.char('Mobile', size=32),
- 'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
- 'canal_id': fields.many2one('res.partner.canal', 'Channel', \
- help="The channels represent the different communication\
- modes available with the customer." \
- " With each commercial opportunity, you can indicate\
- the canall which is this opportunity source."),
+ type="char", string="Contact", size=128),
+ 'partner_mobile': fields.char('Mobile', size=32),
+ 'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
'date_closed': fields.datetime('Closed', readonly=True),
'date': fields.datetime('Date'),
- 'opportunity_id': fields.many2one ('crm.lead', 'Opportunity'),
+ '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):
+ if context and context.get('default_state', False):
+ return context.get('default_state')
+ return 'open'
+
_defaults = {
- 'date': lambda *a: time.strftime('%Y-%m-%d %H:%M:%S'),
- 'priority': lambda *a: crm.AVAILABLE_PRIORITIES[2][0],
- 'state': lambda *a: 'draft',
- 'active': lambda *a: 1,
+ 'date': lambda *a: time.strftime('%Y-%m-%d %H:%M:%S'),
+ 'priority': crm.AVAILABLE_PRIORITIES[2][0],
+ 'state': _get_default_state,
+ 'user_id': lambda self,cr,uid,ctx: uid,
+ 'active': 1,
}
-
- # From crm.case
+ # 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', {})
def case_close(self, cr, uid, ids, *args):
"""Overrides close for crm_case for setting close date
- @param self: The object pointer
- @param cr: the current row, from the database cursor,
- @param uid: the current user’s ID for security checks,
- @param ids: List of case Ids
- @param *args: Tuple Value for additional Params
"""
- res = super(crm_phonecall, self).case_close(cr, uid, ids, args)
- self.write(cr, uid, ids, {'date_closed': time.strftime('%Y-%m-%d %H:%M:%S')})
+ res = True
+ for phone in self.browse(cr, uid, ids):
+ phone_id = phone.id
+ data = {'date_closed': time.strftime('%Y-%m-%d %H:%M:%S')}
+ 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], args)
+ self.write(cr, uid, [phone_id], data)
+ return res
+
+ def case_reset(self, cr, uid, ids, *args):
+ """Resets case as Todo
+ """
+ res = super(crm_phonecall, self).case_reset(cr, uid, ids, args, 'crm.phonecall')
+ self.write(cr, uid, ids, {'duration': 0.0, 'state':'open'})
return res
+
def case_open(self, cr, uid, ids, *args):
"""Overrides cancel for crm_case for setting Open Date
- @param self: The object pointer
- @param cr: the current row, from the database cursor,
- @param uid: the current user’s ID for security checks,
- @param ids: List of case's Ids
- @param *args: Give Tuple Value
"""
res = super(crm_phonecall, self).case_open(cr, uid, ids, *args)
self.write(cr, uid, ids, {'date_open': time.strftime('%Y-%m-%d %H:%M:%S')})
return res
+ def schedule_another_phonecall(self, cr, uid, ids, schedule_time, call_summary, \
+ user_id=False, section_id=False, categ_id=False, action='schedule', context=None):
+ """
+ action :('schedule','Schedule a call'), ('log','Log a call')
+ """
+ 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:
+ categ_id = model_data.browse(cr, uid, res_id, context=context).res_id
+ 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
+ vals = {
+ 'name' : call_summary,
+ 'user_id' : user_id or False,
+ 'categ_id' : categ_id or False,
+ 'description' : call.description or False,
+ 'date' : schedule_time,
+ 'section_id' : section_id or False,
+ 'partner_id': call.partner_id and call.partner_id.id or False,
+ 'partner_address_id': call.partner_address_id and call.partner_address_id.id or False,
+ 'partner_phone' : call.partner_phone,
+ 'partner_mobile' : call.partner_mobile,
+ 'priority': call.priority,
+ }
+
+ new_id = self.create(cr, uid, vals, context=context)
+ self.case_open(cr, uid, [new_id])
+ if action == 'log':
+ self.case_close(cr, uid, [new_id])
+ phonecall_dict[call.id] = new_id
+ return phonecall_dict
+
+ def _call_create_partner(self, cr, uid, phonecall, context=None):
+ partner = self.pool.get('res.partner')
+ partner_id = partner.create(cr, uid, {
+ 'name': phonecall.name,
+ 'user_id': phonecall.user_id.id,
+ 'comment': phonecall.description,
+ 'address': []
+ })
+ return partner_id
+
+ def _call_set_partner(self, cr, uid, ids, partner_id, context=None):
+ return self.write(cr, uid, ids, {'partner_id' : partner_id}, context=context)
+
+ def _call_create_partner_address(self, cr, uid, phonecall, partner_id, context=None):
+ address = self.pool.get('res.partner.address')
+ return address.create(cr, uid, {
+ 'partner_id': partner_id,
+ 'name': phonecall.name,
+ 'phone': phonecall.partner_phone,
+ })
+
+ def convert_partner(self, cr, uid, ids, action='create', partner_id=False, context=None):
+ """
+ This function convert partner based on action.
+ if action is 'create', create new partner with contact and assign lead to new partner_id.
+ otherwise assign lead to specified partner_id
+ """
+ if context is None:
+ context = {}
+ partner_ids = {}
+ for call in self.browse(cr, uid, ids, context=context):
+ 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)
+ self._call_set_partner(cr, uid, [call.id], partner_id, context=context)
+ partner_ids[call.id] = partner_id
+ return partner_ids
+
+
+ def redirect_phonecall_view(self, cr, uid, phonecall_id, context=None):
+ model_data = self.pool.get('ir.model.data')
+ # Select the view
+ tree_view = model_data.get_object_reference(cr, uid, 'crm', 'crm_case_phone_tree_view')
+ form_view = model_data.get_object_reference(cr, uid, 'crm', 'crm_case_phone_form_view')
+ search_view = model_data.get_object_reference(cr, uid, 'crm', 'view_crm_case_phonecalls_filter')
+ value = {
+ 'name': _('Phone Call'),
+ 'view_type': 'form',
+ 'view_mode': 'tree,form',
+ 'res_model': 'crm.phonecall',
+ 'res_id' : int(phonecall_id),
+ 'views': [(form_view and form_view[1] or False, 'form'), (tree_view and tree_view[1] or False, 'tree'), (False, 'calendar')],
+ 'type': 'ir.actions.act_window',
+ 'search_view_id': search_view and search_view[1] or False,
+ }
+ 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')
+ address = self.pool.get('res.partner.address')
+ opportunity = self.pool.get('crm.lead')
+ opportunity_dict = {}
+ default_contact = False
+ for call in self.browse(cr, uid, ids, context=context):
+ if not partner_id:
+ partner_id = call.partner_id and call.partner_id.id or False
+ if partner_id:
+ address_id = partner.address_get(cr, uid, [partner_id])['default']
+ if address_id:
+ default_contact = address.browse(cr, uid, address_id, context=context)
+ opportunity_id = opportunity.create(cr, uid, {
+ 'name': opportunity_summary or call.name,
+ 'planned_revenue': planned_revenue,
+ 'probability': probability,
+ 'partner_id': partner_id or False,
+ 'partner_address_id': default_contact and default_contact.id,
+ 'phone': default_contact and default_contact.phone,
+ 'mobile': default_contact and default_contact.mobile,
+ 'section_id': call.section_id and call.section_id.id or False,
+ 'description': call.description or False,
+ 'priority': call.priority,
+ 'type': 'opportunity',
+ 'phone': call.partner_phone or False,
+ })
+ vals = {
+ 'partner_id': partner_id,
+ 'opportunity_id' : opportunity_id,
+ }
+ self.write(cr, uid, [call.id], vals)
+ self.case_close(cr, uid, [call.id])
+ opportunity.case_open(cr, uid, [opportunity_id])
+ opportunity_dict[call.id] = opportunity_id
+ 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
- @param self: The object pointer
- @param cr: the current row, from the database cursor,
- @param uid: the current user’s ID for security checks,
- @param ids: List of Phonecall to Meeting IDs
- @param context: A standard dictionary for contextual values
-
@return : Dictionary value for created Meeting view
"""
value = {}
- for phonecall in self.browse(cr, uid, ids):
+ for phonecall in self.browse(cr, uid, ids, context=context):
data_obj = self.pool.get('ir.model.data')
# Get meeting views
id3 = data_obj.browse(cr, uid, id3, context=context).res_id
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_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
}
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'],
+ '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
}
crm_phonecall()
-class res_partner(osv.osv):
- """ Inherits partner and adds Phonecalls information in the partner form """
- _inherit = 'res.partner'
-
- _columns = {
- 'phonecall_ids': fields.one2many('crm.phonecall', 'partner_id', 'Phonecalls'),
- }
-
-res_partner()
-
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projects / odoo / odoo.git / blobdiff