296 lines
14 KiB
Python
296 lines
14 KiB
Python
# -*- coding: utf-8 -*-
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##############################################################################
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#
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# OpenERP, Open Source Management Solution
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# Copyright (C) 2004-today OpenERP SA (<http://www.openerp.com>)
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#
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# This program is free software: you can redistribute it and/or modify
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# it under the terms of the GNU Affero General Public License as
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# published by the Free Software Foundation, either version 3 of the
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# License, or (at your option) any later version.
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#
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# This program is distributed in the hope that it will be useful,
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# but WITHOUT ANY WARRANTY; without even the implied warranty of
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
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# GNU Affero General Public License for more details.
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#
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# You should have received a copy of the GNU Affero General Public License
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# along with this program. If not, see <http://www.gnu.org/licenses/>.
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#
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##############################################################################
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from openerp.addons.base_status.base_state import base_state
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import crm
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from datetime import datetime
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from openerp.osv import fields, osv
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from openerp.tools import DEFAULT_SERVER_DATETIME_FORMAT
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from openerp.tools.translate import _
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class crm_phonecall(base_state, osv.osv):
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""" Model for CRM phonecalls """
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_name = "crm.phonecall"
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_description = "Phonecall"
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_order = "id desc"
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_inherit = ['mail.thread']
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_columns = {
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# base_state required fields
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'date_action_last': fields.datetime('Last Action', readonly=1),
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'date_action_next': fields.datetime('Next Action', readonly=1),
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'create_date': fields.datetime('Creation Date' , readonly=True),
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'section_id': fields.many2one('crm.case.section', 'Sales Team', \
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select=True, help='Sales team to which Case belongs to.'),
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'user_id': fields.many2one('res.users', 'Responsible'),
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'partner_id': fields.many2one('res.partner', 'Contact'),
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'company_id': fields.many2one('res.company', 'Company'),
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'description': fields.text('Description'),
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'state': fields.selection([ ('draft', 'Draft'),
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('open', 'Confirmed'),
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('pending', 'Not Held'),
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('cancel', 'Cancelled'),
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('done', 'Held'),],
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string='Status', size=16, readonly=True, track_visibility='onchange',
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help='The status is set to \'Todo\', when a case is created.\
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If the case is in progress the status is set to \'Open\'.\
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When the call is over, the status is set to \'Held\'.\
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If the call needs to be done then the status is set to \'Not Held\'.'),
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'email_from': fields.char('Email', size=128, help="These people will receive email."),
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'date_open': fields.datetime('Opened', readonly=True),
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# phonecall fields
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'name': fields.char('Call Summary', size=64, required=True),
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'active': fields.boolean('Active', required=False),
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'duration': fields.float('Duration', help="Duration in Minutes"),
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'categ_id': fields.many2one('crm.case.categ', 'Category', \
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domain="['|',('section_id','=',section_id),('section_id','=',False),\
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('object_id.model', '=', 'crm.phonecall')]"),
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'partner_phone': fields.char('Phone', size=32),
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'partner_mobile': fields.char('Mobile', size=32),
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'priority': fields.selection(crm.AVAILABLE_PRIORITIES, 'Priority'),
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'date_closed': fields.datetime('Closed', readonly=True),
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'date': fields.datetime('Date'),
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'opportunity_id': fields.many2one ('crm.lead', 'Lead/Opportunity'),
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}
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def _get_default_state(self, cr, uid, context=None):
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if context and context.get('default_state', False):
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return context.get('default_state')
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return 'open'
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_defaults = {
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'date': fields.datetime.now,
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'priority': crm.AVAILABLE_PRIORITIES[2][0],
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'state': _get_default_state,
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'user_id': lambda self,cr,uid,ctx: uid,
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'active': 1
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}
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def case_close(self, cr, uid, ids, context=None):
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""" Overrides close for crm_case for setting duration """
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res = True
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for phone in self.browse(cr, uid, ids, context=context):
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phone_id = phone.id
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data = {}
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if phone.duration <=0:
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duration = datetime.now() - datetime.strptime(phone.date, DEFAULT_SERVER_DATETIME_FORMAT)
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data['duration'] = duration.seconds/float(60)
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res = super(crm_phonecall, self).case_close(cr, uid, [phone_id], context=context)
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self.write(cr, uid, [phone_id], data, context=context)
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return res
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def case_reset(self, cr, uid, ids, context=None):
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"""Resets case as Todo
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"""
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res = super(crm_phonecall, self).case_reset(cr, uid, ids, context)
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self.write(cr, uid, ids, {'duration': 0.0, 'state':'open'}, context=context)
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return res
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def schedule_another_phonecall(self, cr, uid, ids, schedule_time, call_summary, \
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user_id=False, section_id=False, categ_id=False, action='schedule', context=None):
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"""
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action :('schedule','Schedule a call'), ('log','Log a call')
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"""
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model_data = self.pool.get('ir.model.data')
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phonecall_dict = {}
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if not categ_id:
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try:
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res_id = model_data._get_id(cr, uid, 'crm', 'categ_phone2')
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categ_id = model_data.browse(cr, uid, res_id, context=context).res_id
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except ValueError:
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pass
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for call in self.browse(cr, uid, ids, context=context):
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if not section_id:
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section_id = call.section_id and call.section_id.id or False
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if not user_id:
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user_id = call.user_id and call.user_id.id or False
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if not schedule_time:
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schedule_time = call.date
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vals = {
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'name' : call_summary,
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'user_id' : user_id or False,
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'categ_id' : categ_id or False,
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'description' : call.description or False,
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'date' : schedule_time,
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'section_id' : section_id or False,
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'partner_id': call.partner_id and call.partner_id.id or False,
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'partner_phone' : call.partner_phone,
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'partner_mobile' : call.partner_mobile,
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'priority': call.priority,
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'opportunity_id': call.opportunity_id and call.opportunity_id.id or False,
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}
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new_id = self.create(cr, uid, vals, context=context)
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if action == 'log':
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self.case_close(cr, uid, [new_id])
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phonecall_dict[call.id] = new_id
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return phonecall_dict
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def _call_create_partner(self, cr, uid, phonecall, context=None):
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partner = self.pool.get('res.partner')
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partner_id = partner.create(cr, uid, {
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'name': phonecall.name,
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'user_id': phonecall.user_id.id,
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'comment': phonecall.description,
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'address': []
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})
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return partner_id
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def on_change_opportunity(self, cr, uid, ids, opportunity_id, context=None):
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values = {}
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if opportunity_id:
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opportunity = self.pool.get('crm.lead').browse(cr, uid, opportunity_id, context=context)
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values = {
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'section_id' : opportunity.section_id and opportunity.section_id.id or False,
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'partner_phone' : opportunity.phone,
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'partner_mobile' : opportunity.mobile,
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'partner_id' : opportunity.partner_id and opportunity.partner_id.id or False,
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}
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return {'value' : values}
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def _call_set_partner(self, cr, uid, ids, partner_id, context=None):
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write_res = self.write(cr, uid, ids, {'partner_id' : partner_id}, context=context)
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self._call_set_partner_send_note(cr, uid, ids, context)
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return write_res
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def _call_create_partner_address(self, cr, uid, phonecall, partner_id, context=None):
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address = self.pool.get('res.partner')
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return address.create(cr, uid, {
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'parent_id': partner_id,
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'name': phonecall.name,
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'phone': phonecall.partner_phone,
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})
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def handle_partner_assignation(self, cr, uid, ids, action='create', partner_id=False, context=None):
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"""
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Handle partner assignation during a lead conversion.
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if action is 'create', create new partner with contact and assign lead to new partner_id.
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otherwise assign lead to specified partner_id
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:param list ids: phonecalls ids to process
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:param string action: what has to be done regarding partners (create it, assign an existing one, or nothing)
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:param int partner_id: partner to assign if any
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:return dict: dictionary organized as followed: {lead_id: partner_assigned_id}
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"""
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#TODO this is a duplication of the handle_partner_assignation method of crm_lead
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partner_ids = {}
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# If a partner_id is given, force this partner for all elements
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force_partner_id = partner_id
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for call in self.browse(cr, uid, ids, context=context):
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# If the action is set to 'create' and no partner_id is set, create a new one
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if action == 'create':
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partner_id = force_partner_id or self._call_create_partner(cr, uid, call, context=context)
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self._call_create_partner_address(cr, uid, call, partner_id, context=context)
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self._call_set_partner(cr, uid, [call.id], partner_id, context=context)
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partner_ids[call.id] = partner_id
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return partner_ids
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def redirect_phonecall_view(self, cr, uid, phonecall_id, context=None):
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model_data = self.pool.get('ir.model.data')
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# Select the view
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tree_view = model_data.get_object_reference(cr, uid, 'crm', 'crm_case_phone_tree_view')
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form_view = model_data.get_object_reference(cr, uid, 'crm', 'crm_case_phone_form_view')
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search_view = model_data.get_object_reference(cr, uid, 'crm', 'view_crm_case_phonecalls_filter')
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value = {
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'name': _('Phone Call'),
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'view_type': 'form',
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'view_mode': 'tree,form',
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'res_model': 'crm.phonecall',
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'res_id' : int(phonecall_id),
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'views': [(form_view and form_view[1] or False, 'form'), (tree_view and tree_view[1] or False, 'tree'), (False, 'calendar')],
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'type': 'ir.actions.act_window',
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'search_view_id': search_view and search_view[1] or False,
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}
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return value
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def convert_opportunity(self, cr, uid, ids, opportunity_summary=False, partner_id=False, planned_revenue=0.0, probability=0.0, context=None):
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partner = self.pool.get('res.partner')
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opportunity = self.pool.get('crm.lead')
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opportunity_dict = {}
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default_contact = False
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for call in self.browse(cr, uid, ids, context=context):
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if not partner_id:
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partner_id = call.partner_id and call.partner_id.id or False
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if partner_id:
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address_id = partner.address_get(cr, uid, [partner_id])['default']
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if address_id:
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default_contact = partner.browse(cr, uid, address_id, context=context)
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opportunity_id = opportunity.create(cr, uid, {
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'name': opportunity_summary or call.name,
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'planned_revenue': planned_revenue,
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'probability': probability,
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'partner_id': partner_id or False,
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'mobile': default_contact and default_contact.mobile,
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'section_id': call.section_id and call.section_id.id or False,
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'description': call.description or False,
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'priority': call.priority,
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'type': 'opportunity',
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'phone': call.partner_phone or False,
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'email_from': default_contact and default_contact.email,
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})
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vals = {
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'partner_id': partner_id,
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'opportunity_id' : opportunity_id,
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}
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self.write(cr, uid, [call.id], vals)
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self.case_close(cr, uid, [call.id])
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opportunity.case_open(cr, uid, [opportunity_id])
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opportunity_dict[call.id] = opportunity_id
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return opportunity_dict
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def action_make_meeting(self, cr, uid, ids, context=None):
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"""
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Open meeting's calendar view to schedule a meeting on current phonecall.
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:return dict: dictionary value for created meeting view
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"""
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phonecall = self.browse(cr, uid, ids[0], context)
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res = self.pool.get('ir.actions.act_window').for_xml_id(cr, uid, 'base_calendar', 'action_crm_meeting', context)
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res['context'] = {
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'default_phonecall_id': phonecall.id,
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'default_partner_id': phonecall.partner_id and phonecall.partner_id.id or False,
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'default_user_id': uid,
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'default_email_from': phonecall.email_from,
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'default_state': 'open',
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'default_name': phonecall.name,
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}
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return res
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def action_button_convert2opportunity(self, cr, uid, ids, context=None):
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"""
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Convert a phonecall into an opp and then redirect to the opp view.
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:param list ids: list of calls ids to convert (typically contains a single id)
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:return dict: containing view information
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"""
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if len(ids) != 1:
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raise osv.except_osv(_('Warning!'),_('It\'s only possible to convert one phonecall at a time.'))
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opportunity_dict = self.convert_opportunity(cr, uid, ids, context=context)
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return self.pool.get('crm.lead').redirect_opportunity_view(cr, uid, opportunity_dict[ids[0]], context)
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# ----------------------------------------
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# OpenChatter
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# ----------------------------------------
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def _call_set_partner_send_note(self, cr, uid, ids, context=None):
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return self.message_post(cr, uid, ids, body=_("Partner has been <b>created</b>."), context=context)
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# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
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