# 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"), ("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', 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 _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": team.id, 'user_id': False, } if team: vals["type"] = "lead" if team.use_leads else "opportunity" return vals def _process_step(self, discuss_channel): self.ensure_one() 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(discuss_channel) return posted_message 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. 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( 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: create_values = {"partner_id": self.env.user.partner_id.id} create_values.update(self._chatbot_crm_prepare_lead_values( 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 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