mirror of
https://github.com/bringout/oca-ocb-crm.git
synced 2026-04-22 17:52:07 +02:00
19.0 vanilla
This commit is contained in:
Ernad Husremovic
parent
dc68f80d3f
commit
7221b9ac46
610 changed files with 135477 additions and 161677 deletions
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@ -1,6 +1,7 @@
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# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from . import chatbot_script
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from . import chatbot_script_step
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from . import mail_channel
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from . import crm_lead
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from . import discuss_channel
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from . import res_users
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@ -11,12 +11,9 @@ class ChatbotScript(models.Model):
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string='Generated Lead Count', compute='_compute_lead_count')
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def _compute_lead_count(self):
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mapped_leads = {}
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if self.ids:
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leads_data = self.env['crm.lead'].with_context(active_test=False).sudo()._read_group(
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[('source_id', 'in', self.mapped('source_id').ids)], ['source_id'], ['source_id'])
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mapped_leads = {lead['source_id'][0]: lead['source_id_count'] for lead in leads_data}
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leads_data = self.env['crm.lead'].with_context(active_test=False).sudo()._read_group(
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[('source_id', 'in', self.mapped('source_id').ids)], ['source_id'], ['__count'])
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mapped_leads = {source.id: count for source, count in leads_data}
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for script in self:
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script.lead_count = mapped_leads.get(script.source_id.id, 0)
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@ -1,40 +1,62 @@
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# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from ast import literal_eval
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from odoo import _, models, fields
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from odoo.fields import Domain
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from odoo.tools import html2plaintext
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class ChatbotScriptStep(models.Model):
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_inherit = 'chatbot.script.step'
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step_type = fields.Selection(
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selection_add=[('create_lead', 'Create Lead')], ondelete={'create_lead': 'cascade'})
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selection_add=[
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("create_lead", "Create Lead"),
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("create_lead_and_forward", "Create Lead & Forward"),
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],
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ondelete={"create_lead": "cascade", "create_lead_and_forward": "cascade"},
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)
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crm_team_id = fields.Many2one(
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'crm.team', string='Sales Team', ondelete='set null',
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'crm.team', string='Sales Team', ondelete='set null', index="btree_not_null",
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help="Used in combination with 'create_lead' step type in order to automatically "
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"assign the created lead/opportunity to the defined team")
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def _chatbot_crm_prepare_lead_values(self, mail_channel, description):
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return {
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'description': description + mail_channel._get_channel_history(),
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'name': _("%s's New Lead", self.chatbot_script_id.title),
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def _compute_is_forward_operator(self):
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super()._compute_is_forward_operator()
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self.filtered(lambda s: s.step_type == "create_lead_and_forward").is_forward_operator = True
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def _chatbot_crm_prepare_lead_values(self, discuss_channel, description):
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name = self.env._("%s's New Lead", self.chatbot_script_id.title)
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if msg := self._find_first_user_free_input(discuss_channel):
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name = html2plaintext(msg.body)[:100]
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partner = self.env.user.partner_id
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team = self.crm_team_id
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if partner.company_id and team.company_id and partner.company_id != team.company_id:
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team = self.env["crm.team"]
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vals = {
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'description': description + discuss_channel._get_channel_history(),
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"name": name,
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"origin_channel_id": discuss_channel.id,
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'source_id': self.chatbot_script_id.source_id.id,
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'team_id': self.crm_team_id.id,
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'type': 'lead' if self.crm_team_id.use_leads else 'opportunity',
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"team_id": team.id,
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'user_id': False,
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}
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if team:
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vals["type"] = "lead" if team.use_leads else "opportunity"
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return vals
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def _process_step(self, mail_channel):
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def _process_step(self, discuss_channel):
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self.ensure_one()
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posted_message = super()._process_step(mail_channel)
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if self.step_type == "create_lead_and_forward":
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return self._process_step_create_lead_and_forward(discuss_channel)
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posted_message = super()._process_step(discuss_channel)
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if self.step_type == 'create_lead':
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self._process_step_create_lead(mail_channel)
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self._process_step_create_lead(discuss_channel)
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return posted_message
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def _process_step_create_lead(self, mail_channel):
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def _process_step_create_lead(self, discuss_channel):
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""" When reaching a 'create_lead' step, we extract the relevant information: visitor's
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email, phone and conversation history to create a crm.lead.
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@ -44,22 +66,62 @@ class ChatbotScriptStep(models.Model):
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The whole conversation history will be saved into the lead's description for reference.
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This also allows having a question of type 'free_input_multi' to let the visitor explain
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their interest / needs before creating the lead. """
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customer_values = self._chatbot_prepare_customer_values(
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mail_channel, create_partner=False, update_partner=True)
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discuss_channel, create_partner=False, update_partner=True)
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if self.env.user._is_public():
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create_values = {
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'email_from': customer_values['email'],
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'phone': customer_values['phone'],
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}
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else:
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partner = self.env.user.partner_id
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create_values = {
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'partner_id': partner.id,
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'company_id': partner.company_id.id,
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}
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create_values = {"partner_id": self.env.user.partner_id.id}
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create_values.update(self._chatbot_crm_prepare_lead_values(
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mail_channel, customer_values['description']))
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discuss_channel, customer_values['description']))
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new_leads = self.env["crm.lead"].create(create_values)
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new_leads._assign_userless_lead_in_team(_('livechat discussion'))
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return new_leads
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self.env['crm.lead'].create(create_values)
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def _process_step_create_lead_and_forward(self, discuss_channel):
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lead = self._process_step_create_lead(discuss_channel)
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teams = lead.team_id
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if not teams:
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possible_teams = self.env["crm.team"].search(
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Domain("assignment_optout", "=", False) & (
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Domain("use_leads", "=", True) | Domain("use_opportunities", "=", True)
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),
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)
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teams = possible_teams.filtered(
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lambda team: team.assignment_max
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and lead.filtered_domain(literal_eval(team.assignment_domain or "[]"))
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)
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if self.env.user.partner_id.company_id:
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teams = teams.filtered(
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lambda team: not team.company_id
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or team.company_id == self.env.user.partner_id.company_id
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)
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assignable_user_ids = [
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member.user_id.id
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for member in teams.crm_team_member_ids
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if not member.assignment_optout
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and member._get_assignment_quota() > 0
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and lead.filtered_domain(literal_eval(member.assignment_domain or "[]"))
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]
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previous_operator = discuss_channel.livechat_operator_id
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users = self.env["res.users"]
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if discuss_channel.livechat_channel_id:
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# sudo: im_livechat.channel - getting available operators is acceptable
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users = discuss_channel.livechat_channel_id.sudo()._get_available_operators_by_livechat_channel(
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self.env["res.users"].browse(assignable_user_ids)
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)[discuss_channel.livechat_channel_id]
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message = discuss_channel._forward_human_operator(self, users=users)
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if previous_operator != discuss_channel.livechat_operator_id:
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user = next(user for user in users if user.partner_id == discuss_channel.livechat_operator_id)
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lead.user_id = user
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lead.team_id = next(team for team in teams if user in team.crm_team_member_ids.user_id)
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msg = self.env._("Created a new lead: %s", lead._get_html_link())
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user._bus_send_transient_message(discuss_channel, msg)
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# Call flush_recordset() now (as sudo), otherwise flush_all() is called at the end of
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# the request with a non-sudo env, which fails (as public user) to compute some crm.lead
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# fields having dependencies on assigned user_id.
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lead.flush_recordset()
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return message
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@ -0,0 +1,43 @@
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from odoo import api, fields, models
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from odoo.exceptions import AccessError
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from odoo.addons.mail.tools.discuss import Store
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class CrmLead(models.Model):
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_inherit = "crm.lead"
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origin_channel_id = fields.Many2one(
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"discuss.channel",
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"Live chat from which the lead was created",
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readonly=True,
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index="btree_not_null",
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)
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@api.model_create_multi
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def create(self, vals_list):
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origin_channel_ids = [
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vals["origin_channel_id"] for vals in vals_list if vals.get("origin_channel_id")
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]
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if not self.env["discuss.channel"].browse(origin_channel_ids).has_access("read"):
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raise AccessError(
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self.env._("You cannot create leads linked to channels you don't have access to.")
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)
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return super().create(vals_list)
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def write(self, vals):
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if origin_channel_id := vals.get("origin_channel_id"):
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if not self.env["discuss.channel"].browse(origin_channel_id).has_access("read"):
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raise AccessError(
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self.env._(
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"You cannot update a lead and link it to a channel you don't have access to."
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)
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)
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return super().write(vals)
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def action_open_livechat(self):
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Store(bus_channel=self.env.user).add(
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self.origin_channel_id,
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extra_fields={"open_chat_window": True},
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).bus_send()
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@ -0,0 +1,85 @@
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from markupsafe import Markup
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from odoo.addons.mail.tools.discuss import Store
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from odoo import api, fields, models, _
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from odoo.tools import html2plaintext
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class DiscussChannel(models.Model):
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_inherit = 'discuss.channel'
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lead_ids = fields.One2many(
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"crm.lead",
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"origin_channel_id",
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string="Leads",
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groups="sales_team.group_sale_salesman",
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help="The channel becomes accessible to sales users when leads are set.",
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)
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has_crm_lead = fields.Boolean(compute="_compute_has_crm_lead", store=True)
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_has_crm_lead_index = models.Index("(has_crm_lead) WHERE has_crm_lead IS TRUE")
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@api.depends("lead_ids")
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def _compute_has_crm_lead(self):
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for channel in self:
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channel.has_crm_lead = bool(channel.lead_ids)
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def execute_command_lead(self, **kwargs):
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key = kwargs['body']
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lead_command = "/lead"
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if key.strip() == lead_command:
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msg = _(
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"Create a new lead with: "
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"%(pre_start)s%(lead_command)s %(i_start)slead title%(i_end)s%(pre_end)s",
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lead_command=lead_command,
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pre_start=Markup("<pre>"),
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pre_end=Markup("</pre>"),
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i_start=Markup("<i>"),
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i_end=Markup("</i>"),
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)
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else:
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lead = self._convert_visitor_to_lead(self.env.user.partner_id, key)
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msg = _("Created a new lead: %s", lead._get_html_link())
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self.env.user._bus_send_transient_message(self, msg)
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def _convert_visitor_to_lead(self, partner, key):
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""" Create a lead from channel /lead command
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:param partner: internal user partner (operator) that created the lead;
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:param key: operator input in chat ('/lead Lead about Product')
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"""
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# if public user is part of the chat: consider lead to be linked to an
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# anonymous user whatever the participants. Otherwise keep only share
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# partners (no user or portal user) to link to the lead.
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customers = self.env['res.partner']
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for customer in self.with_context(active_test=False).channel_partner_ids.filtered(lambda p: p != partner and p.partner_share):
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if customer.is_public:
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customers = self.env['res.partner']
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break
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else:
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customers |= customer
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utm_source = self.env.ref('crm_livechat.utm_source_livechat', raise_if_not_found=False)
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return self.env['crm.lead'].create({
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"origin_channel_id": self.id,
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'name': html2plaintext(key[5:]),
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'partner_id': customers[0].id if customers else False,
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'user_id': False,
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'team_id': False,
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'description': self._get_channel_history(),
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'referred': partner.name,
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'source_id': utm_source and utm_source.id,
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})
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def _get_livechat_session_fields_to_store(self):
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fields_to_store = super()._get_livechat_session_fields_to_store()
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if not self.env["crm.lead"].has_access("read"):
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return fields_to_store
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fields_to_store.append(
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Store.Many(
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"livechat_customer_partner_ids",
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[Store.Many("opportunity_ids", ["id", "name"])],
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only_data=True,
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),
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)
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return fields_to_store
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@ -1,49 +0,0 @@
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# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from odoo import models, _
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from odoo.tools import html2plaintext
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class MailChannel(models.Model):
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_inherit = 'mail.channel'
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def execute_command_lead(self, **kwargs):
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partner = self.env.user.partner_id
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key = kwargs['body']
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if key.strip() == '/lead':
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msg = _('Create a new lead (/lead lead title)')
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else:
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lead = self._convert_visitor_to_lead(partner, key)
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msg = _(
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'Created a new lead: %s',
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lead._get_html_link(),
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)
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self._send_transient_message(partner, msg)
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def _convert_visitor_to_lead(self, partner, key):
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""" Create a lead from channel /lead command
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:param partner: internal user partner (operator) that created the lead;
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:param key: operator input in chat ('/lead Lead about Product')
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"""
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# if public user is part of the chat: consider lead to be linked to an
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# anonymous user whatever the participants. Otherwise keep only share
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# partners (no user or portal user) to link to the lead.
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customers = self.env['res.partner']
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for customer in self.with_context(active_test=False).channel_partner_ids.filtered(lambda p: p != partner and p.partner_share):
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if customer.is_public:
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customers = self.env['res.partner']
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break
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else:
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customers |= customer
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utm_source = self.env.ref('crm_livechat.utm_source_livechat', raise_if_not_found=False)
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return self.env['crm.lead'].create({
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'name': html2plaintext(key[5:]),
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'partner_id': customers[0].id if customers else False,
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'user_id': False,
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'team_id': False,
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'description': self._get_channel_history(),
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'referred': partner.name,
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'source_id': utm_source and utm_source.id,
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})
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@ -0,0 +1,10 @@
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from odoo import models
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from odoo.addons.mail.tools.discuss import Store
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class ResUsers(models.Model):
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_inherit = "res.users"
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def _init_store_data(self, store: Store):
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super()._init_store_data(store)
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store.add_global_values(has_access_create_lead=self.env.user.has_group("sales_team.group_sale_salesman"))
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