Initial commit: Crm packages

odoo-bringout-oca-ocb-crm_livechat/crm_livechat/models/__init__.py

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+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from . import chatbot_script
+from . import chatbot_script_step
+from . import mail_channel

odoo-bringout-oca-ocb-crm_livechat/crm_livechat/models/chatbot_script.py

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+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import models, fields
+
+
+class ChatbotScript(models.Model):
+    _inherit = 'chatbot.script'
+
+    lead_count = fields.Integer(
+        string='Generated Lead Count', compute='_compute_lead_count')
+
+    def _compute_lead_count(self):
+        mapped_leads = {}
+        if self.ids:
+            leads_data = self.env['crm.lead'].with_context(active_test=False).sudo()._read_group(
+                [('source_id', 'in', self.mapped('source_id').ids)], ['source_id'], ['source_id'])
+            mapped_leads = {lead['source_id'][0]: lead['source_id_count'] for lead in leads_data}
+
+        for script in self:
+            script.lead_count = mapped_leads.get(script.source_id.id, 0)
+
+    def action_view_leads(self):
+        self.ensure_one()
+        action = self.env['ir.actions.act_window']._for_xml_id('crm.crm_lead_all_leads')
+        action['domain'] = [('source_id', '=', self.source_id.id)]
+        action['context'] = {'create': False}
+        return action

odoo-bringout-oca-ocb-crm_livechat/crm_livechat/models/chatbot_script_step.py

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+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import _, models, fields
+
+
+class ChatbotScriptStep(models.Model):
+    _inherit = 'chatbot.script.step'
+
+    step_type = fields.Selection(
+        selection_add=[('create_lead', 'Create Lead')], ondelete={'create_lead': 'cascade'})
+    crm_team_id = fields.Many2one(
+        'crm.team', string='Sales Team', ondelete='set null',
+        help="Used in combination with 'create_lead' step type in order to automatically "
+             "assign the created lead/opportunity to the defined team")
+
+    def _chatbot_crm_prepare_lead_values(self, mail_channel, description):
+        return {
+            'description': description + mail_channel._get_channel_history(),
+            'name': _("%s's New Lead", self.chatbot_script_id.title),
+            'source_id': self.chatbot_script_id.source_id.id,
+            'team_id': self.crm_team_id.id,
+            'type': 'lead' if self.crm_team_id.use_leads else 'opportunity',
+            'user_id': False,
+        }
+
+    def _process_step(self, mail_channel):
+        self.ensure_one()
+
+        posted_message = super()._process_step(mail_channel)
+
+        if self.step_type == 'create_lead':
+            self._process_step_create_lead(mail_channel)
+
+        return posted_message
+
+    def _process_step_create_lead(self, mail_channel):
+        """ When reaching a 'create_lead' step, we extract the relevant information: visitor's
+        email, phone and conversation history to create a crm.lead.
+
+        We use the email and phone to update the environment partner's information (if not a public
+        user) if they differ from the current values.
+
+        The whole conversation history will be saved into the lead's description for reference.
+        This also allows having a question of type 'free_input_multi' to let the visitor explain
+        their interest / needs before creating the lead. """
+
+        customer_values = self._chatbot_prepare_customer_values(
+            mail_channel, create_partner=False, update_partner=True)
+        if self.env.user._is_public():
+            create_values = {
+                'email_from': customer_values['email'],
+                'phone': customer_values['phone'],
+            }
+        else:
+            partner = self.env.user.partner_id
+            create_values = {
+                'partner_id': partner.id,
+                'company_id': partner.company_id.id,
+            }
+
+        create_values.update(self._chatbot_crm_prepare_lead_values(
+            mail_channel, customer_values['description']))
+
+        self.env['crm.lead'].create(create_values)

odoo-bringout-oca-ocb-crm_livechat/crm_livechat/models/mail_channel.py

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+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import models, _
+from odoo.tools import html2plaintext
+
+
+class MailChannel(models.Model):
+    _inherit = 'mail.channel'
+
+    def execute_command_lead(self, **kwargs):
+        partner = self.env.user.partner_id
+        key = kwargs['body']
+        if key.strip() == '/lead':
+            msg = _('Create a new lead (/lead lead title)')
+        else:
+            lead = self._convert_visitor_to_lead(partner, key)
+            msg = _(
+                'Created a new lead: %s',
+                lead._get_html_link(),
+            )
+        self._send_transient_message(partner, msg)
+
+    def _convert_visitor_to_lead(self, partner, key):
+        """ Create a lead from channel /lead command
+        :param partner: internal user partner (operator) that created the lead;
+        :param key: operator input in chat ('/lead Lead about Product')
+        """
+        # if public user is part of the chat: consider lead to be linked to an
+        # anonymous user whatever the participants. Otherwise keep only share
+        # partners (no user or portal user) to link to the lead.
+        customers = self.env['res.partner']
+        for customer in self.with_context(active_test=False).channel_partner_ids.filtered(lambda p: p != partner and p.partner_share):
+            if customer.is_public:
+                customers = self.env['res.partner']
+                break
+            else:
+                customers |= customer
+
+        utm_source = self.env.ref('crm_livechat.utm_source_livechat', raise_if_not_found=False)
+        return self.env['crm.lead'].create({
+            'name': html2plaintext(key[5:]),
+            'partner_id': customers[0].id if customers else False,
+            'user_id': False,
+            'team_id': False,
+            'description': self._get_channel_history(),
+            'referred': partner.name,
+            'source_id': utm_source and utm_source.id,
+        })