Initial commit: Crm packages

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

@@ -0,0 +1,65 @@
+# -*- 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)