mirror of
https://github.com/bringout/oca-ocb-crm.git
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127 lines
6 KiB
Python
127 lines
6 KiB
Python
# 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=[
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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', 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 _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": 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, discuss_channel):
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self.ensure_one()
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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(discuss_channel)
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return posted_message
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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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We use the email and phone to update the environment partner's information (if not a public
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user) if they differ from the current values.
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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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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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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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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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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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