# -*- coding: utf-8 -*- # Part of Odoo, Flectra. See LICENSE file for full copyright and licensing details. import random from flectra import api, fields, models, _ from flectra.addons.base_geolocalize.models.res_partner import geo_find, geo_query_address from flectra.exceptions import AccessDenied class CrmLead(models.Model): _inherit = "crm.lead" partner_latitude = fields.Float('Geo Latitude', digits=(16, 5)) partner_longitude = fields.Float('Geo Longitude', digits=(16, 5)) partner_assigned_id = fields.Many2one('res.partner', 'Assigned Partner', track_visibility='onchange', help="Partner this case has been forwarded/assigned to.", index=True) partner_declined_ids = fields.Many2many( 'res.partner', 'crm_lead_declined_partner', 'lead_id', 'partner_id', string='Partner not interested') date_assign = fields.Date('Assignation Date', help="Last date this case was forwarded/assigned to a partner") @api.multi def _merge_data(self, fields): fields += ['partner_latitude', 'partner_longitude', 'partner_assigned_id', 'date_assign'] return super(CrmLead, self)._merge_data(fields) @api.onchange("partner_assigned_id") def onchange_assign_id(self): """This function updates the "assignation date" automatically, when manually assign a partner in the geo assign tab """ partner_assigned = self.partner_assigned_id if not partner_assigned: self.date_assign = False else: self.date_assign = fields.Date.context_today(self) self.user_id = partner_assigned.user_id @api.multi def assign_salesman_of_assigned_partner(self): salesmans_leads = {} for lead in self: if (lead.stage_id.probability > 0 and lead.stage_id.probability < 100) or lead.stage_id.sequence == 1: if lead.partner_assigned_id and lead.partner_assigned_id.user_id != lead.user_id: salesmans_leads.setdefault(lead.partner_assigned_id.user_id.id, []).append(lead.id) for salesman_id, leads_ids in salesmans_leads.items(): leads = self.browse(leads_ids) leads.write({'user_id': salesman_id}) @api.multi def action_assign_partner(self): return self.assign_partner(partner_id=False) @api.multi def assign_partner(self, partner_id=False): partner_dict = {} res = False if not partner_id: partner_dict = self.search_geo_partner() for lead in self: if not partner_id: partner_id = partner_dict.get(lead.id, False) if not partner_id: tag_to_add = self.env.ref('website_crm_partner_assign.tag_portal_lead_partner_unavailable', False) lead.write({'tag_ids': [(4, tag_to_add.id, False)]}) continue lead.assign_geo_localize(lead.partner_latitude, lead.partner_longitude,) partner = self.env['res.partner'].browse(partner_id) if partner.user_id: lead.allocate_salesman(partner.user_id.ids, team_id=partner.team_id.id) values = {'date_assign': fields.Date.context_today(lead), 'partner_assigned_id': partner_id} lead.write(values) return res @api.multi def assign_geo_localize(self, latitude=False, longitude=False): if latitude and longitude: self.write({ 'partner_latitude': latitude, 'partner_longitude': longitude }) return True # Don't pass context to browse()! We need country name in english below for lead in self: if lead.partner_latitude and lead.partner_longitude: continue if lead.country_id: result = geo_find(geo_query_address(street=lead.street, zip=lead.zip, city=lead.city, state=lead.state_id.name, country=lead.country_id.name)) if result is None: result = geo_find(geo_query_address( city=lead.city, state=lead.state_id.name, country=lead.country_id.name )) if result: lead.write({ 'partner_latitude': result[0], 'partner_longitude': result[1] }) return True @api.multi def search_geo_partner(self): Partner = self.env['res.partner'] res_partner_ids = {} self.assign_geo_localize() for lead in self: partner_ids = [] if not lead.country_id: continue latitude = lead.partner_latitude longitude = lead.partner_longitude if latitude and longitude: # 1. first way: in the same country, small area partner_ids = Partner.search([ ('partner_weight', '>', 0), ('partner_latitude', '>', latitude - 2), ('partner_latitude', '<', latitude + 2), ('partner_longitude', '>', longitude - 1.5), ('partner_longitude', '<', longitude + 1.5), ('country_id', '=', lead.country_id.id), ('id', 'not in', lead.partner_declined_ids.mapped('id')), ]) # 2. second way: in the same country, big area if not partner_ids: partner_ids = Partner.search([ ('partner_weight', '>', 0), ('partner_latitude', '>', latitude - 4), ('partner_latitude', '<', latitude + 4), ('partner_longitude', '>', longitude - 3), ('partner_longitude', '<', longitude + 3), ('country_id', '=', lead.country_id.id), ('id', 'not in', lead.partner_declined_ids.mapped('id')), ]) # 3. third way: in the same country, extra large area if not partner_ids: partner_ids = Partner.search([ ('partner_weight', '>', 0), ('partner_latitude', '>', latitude - 8), ('partner_latitude', '<', latitude + 8), ('partner_longitude', '>', longitude - 8), ('partner_longitude', '<', longitude + 8), ('country_id', '=', lead.country_id.id), ('id', 'not in', lead.partner_declined_ids.mapped('id')), ]) # 5. fifth way: anywhere in same country if not partner_ids: # still haven't found any, let's take all partners in the country! partner_ids = Partner.search([ ('partner_weight', '>', 0), ('country_id', '=', lead.country_id.id), ('id', 'not in', lead.partner_declined_ids.mapped('id')), ]) # 6. sixth way: closest partner whatsoever, just to have at least one result if not partner_ids: # warning: point() type takes (longitude, latitude) as parameters in this order! self._cr.execute("""SELECT id, distance FROM (select id, (point(partner_longitude, partner_latitude) <-> point(%s,%s)) AS distance FROM res_partner WHERE active AND partner_longitude is not null AND partner_latitude is not null AND partner_weight > 0 AND id not in (select partner_id from crm_lead_declined_partner where lead_id = %s) ) AS d ORDER BY distance LIMIT 1""", (longitude, latitude, lead.id)) res = self._cr.dictfetchone() if res: partner_ids = Partner.browse([res['id']]) total_weight = 0 toassign = [] for partner in partner_ids: total_weight += partner.partner_weight toassign.append((partner.id, total_weight)) random.shuffle(toassign) # avoid always giving the leads to the first ones in db natural order! nearest_weight = random.randint(0, total_weight) for partner_id, weight in toassign: if nearest_weight <= weight: res_partner_ids[lead.id] = partner_id break return res_partner_ids @api.multi def partner_interested(self, comment=False): message = _('

I am interested by this lead.

') if comment: message += '

%s

' % comment for lead in self: lead.message_post(body=message, subtype="mail.mt_note") lead.sudo().convert_opportunity(lead.partner_id.id) # sudo required to convert partner data @api.multi def partner_desinterested(self, comment=False, contacted=False, spam=False): if contacted: message = '

%s

' % _('I am not interested by this lead. I contacted the lead.') else: message = '

%s

' % _('I am not interested by this lead. I have not contacted the lead.') partner_ids = self.env['res.partner'].search( [('id', 'child_of', self.env.user.partner_id.commercial_partner_id.id)]) self.message_unsubscribe(partner_ids=partner_ids.ids) if comment: message += '

%s

' % comment self.message_post(body=message, subtype="mail.mt_note") values = { 'partner_assigned_id': False, } if spam: tag_spam = self.env.ref('website_crm_partner_assign.tag_portal_lead_is_spam', False) if tag_spam and tag_spam not in self.tag_ids: values['tag_ids'] = [(4, tag_spam.id, False)] if partner_ids: values['partner_declined_ids'] = [(4, p, 0) for p in partner_ids.ids] self.sudo().write(values) @api.multi def update_lead_portal(self, values): self.check_access_rights('write') for lead in self: lead_values = { 'planned_revenue': values['planned_revenue'], 'probability': values['probability'], 'priority': values['priority'], 'date_deadline': values['date_deadline'] or False, } # As activities may belong to several users, only the current portal user activity # will be modified by the portal form. If no activity exist we create a new one instead # that we assign to the portal user. user_activity = lead.activity_ids.filtered(lambda activity: activity.user_id == self.env.user)[:1] if values['activity_date_deadline']: if user_activity: user_activity.sudo().write({ 'activity_type_id': values['activity_type_id'], 'summary': values['activity_summary'], 'date_deadline': values['activity_date_deadline'], }) else: self.env['mail.activity'].sudo().create({ 'res_model_id': self.env.ref('crm.model_crm_lead').id, 'res_id': lead.id, 'user_id': self.env.user.id, 'activity_type_id': values['activity_type_id'], 'summary': values['activity_summary'], 'date_deadline': values['activity_date_deadline'], }) lead.write(lead_values) @api.model def create_opp_portal(self, values): if not (self.env.user.partner_id.grade_id or self.env.user.commercial_partner_id.grade_id): raise AccessDenied() user = self.env.user self = self.sudo() if not (values['contact_name'] and values['description'] and values['title']): return { 'errors': _('All fields are required !') } tag_own = self.env.ref('website_crm_partner_assign.tag_portal_lead_own_opp', False) values = { 'contact_name': values['contact_name'], 'name': values['title'], 'description': values['description'], 'priority': '2', 'partner_assigned_id': user.commercial_partner_id.id, } if tag_own: values['tag_ids'] = [(4, tag_own.id, False)] lead = self.create(values) lead.assign_salesman_of_assigned_partner() lead.convert_opportunity(lead.partner_id.id) return { 'id': lead.id }