19.0 vanilla

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

@@ -1,40 +1,62 @@
-# -*- coding: utf-8 -*-
 # Part of Odoo. See LICENSE file for full copyright and licensing details.
 
+from ast import literal_eval
+
 from odoo import _, models, fields
+from odoo.fields import Domain
+from odoo.tools import html2plaintext
 
 
 class ChatbotScriptStep(models.Model):
     _inherit = 'chatbot.script.step'
 
     step_type = fields.Selection(
-        selection_add=[('create_lead', 'Create Lead')], ondelete={'create_lead': 'cascade'})
+        selection_add=[
+            ("create_lead", "Create Lead"),
+            ("create_lead_and_forward", "Create Lead & Forward"),
+        ],
+        ondelete={"create_lead": "cascade", "create_lead_and_forward": "cascade"},
+    )
     crm_team_id = fields.Many2one(
-        'crm.team', string='Sales Team', ondelete='set null',
+        'crm.team', string='Sales Team', ondelete='set null', index="btree_not_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),
+    def _compute_is_forward_operator(self):
+        super()._compute_is_forward_operator()
+        self.filtered(lambda s: s.step_type == "create_lead_and_forward").is_forward_operator = True
+
+    def _chatbot_crm_prepare_lead_values(self, discuss_channel, description):
+        name = self.env._("%s's New Lead", self.chatbot_script_id.title)
+        if msg := self._find_first_user_free_input(discuss_channel):
+            name = html2plaintext(msg.body)[:100]
+        partner = self.env.user.partner_id
+        team = self.crm_team_id
+        if partner.company_id and team.company_id and partner.company_id != team.company_id:
+            team = self.env["crm.team"]
+        vals = {
+            'description': description + discuss_channel._get_channel_history(),
+            "name": name,
+            "origin_channel_id": discuss_channel.id,
             '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',
+            "team_id": team.id,
             'user_id': False,
         }
+        if team:
+            vals["type"] = "lead" if team.use_leads else "opportunity"
+        return vals
 
-    def _process_step(self, mail_channel):
+
+    def _process_step(self, discuss_channel):
         self.ensure_one()
-
-        posted_message = super()._process_step(mail_channel)
-
+        if self.step_type == "create_lead_and_forward":
+            return self._process_step_create_lead_and_forward(discuss_channel)
+        posted_message = super()._process_step(discuss_channel)
         if self.step_type == 'create_lead':
-            self._process_step_create_lead(mail_channel)
-
+            self._process_step_create_lead(discuss_channel)
         return posted_message
 
-    def _process_step_create_lead(self, mail_channel):
+    def _process_step_create_lead(self, discuss_channel):
         """ When reaching a 'create_lead' step, we extract the relevant information: visitor's
         email, phone and conversation history to create a crm.lead.
 
@@ -44,22 +66,62 @@ class ChatbotScriptStep(models.Model):
         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)
+            discuss_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 = {"partner_id": self.env.user.partner_id.id}
         create_values.update(self._chatbot_crm_prepare_lead_values(
-            mail_channel, customer_values['description']))
+            discuss_channel, customer_values['description']))
+        new_leads = self.env["crm.lead"].create(create_values)
+        new_leads._assign_userless_lead_in_team(_('livechat discussion'))
+        return new_leads
 
-        self.env['crm.lead'].create(create_values)
+    def _process_step_create_lead_and_forward(self, discuss_channel):
+        lead = self._process_step_create_lead(discuss_channel)
+        teams = lead.team_id
+        if not teams:
+            possible_teams = self.env["crm.team"].search(
+                Domain("assignment_optout", "=", False) & (
+                    Domain("use_leads", "=", True) | Domain("use_opportunities", "=", True)
+                ),
+            )
+            teams = possible_teams.filtered(
+                lambda team: team.assignment_max
+                and lead.filtered_domain(literal_eval(team.assignment_domain or "[]"))
+            )
+        if self.env.user.partner_id.company_id:
+            teams = teams.filtered(
+                lambda team: not team.company_id
+                or team.company_id == self.env.user.partner_id.company_id
+            )
+        assignable_user_ids = [
+            member.user_id.id
+            for member in teams.crm_team_member_ids
+            if not member.assignment_optout
+            and member._get_assignment_quota() > 0
+            and lead.filtered_domain(literal_eval(member.assignment_domain or "[]"))
+        ]
+        previous_operator = discuss_channel.livechat_operator_id
+        users = self.env["res.users"]
+        if discuss_channel.livechat_channel_id:
+            # sudo: im_livechat.channel - getting available operators is acceptable
+            users = discuss_channel.livechat_channel_id.sudo()._get_available_operators_by_livechat_channel(
+                self.env["res.users"].browse(assignable_user_ids)
+            )[discuss_channel.livechat_channel_id]
+        message = discuss_channel._forward_human_operator(self, users=users)
+        if previous_operator != discuss_channel.livechat_operator_id:
+            user = next(user for user in users if user.partner_id == discuss_channel.livechat_operator_id)
+            lead.user_id = user
+            lead.team_id = next(team for team in teams if user in team.crm_team_member_ids.user_id)
+            msg = self.env._("Created a new lead: %s", lead._get_html_link())
+            user._bus_send_transient_message(discuss_channel, msg)
+            # Call flush_recordset() now (as sudo), otherwise flush_all() is called at the end of
+            # the request with a non-sudo env, which fails (as public user) to compute some crm.lead
+            # fields having dependencies on assigned user_id.
+            lead.flush_recordset()
+        return message