282 lines
13 KiB
Python
282 lines
13 KiB
Python
# -*- 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 = _('<p>I am interested by this lead.</p>')
|
|
if comment:
|
|
message += '<p>%s</p>' % 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 = '<p>%s</p>' % _('I am not interested by this lead. I contacted the lead.')
|
|
else:
|
|
message = '<p>%s</p>' % _('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 += '<p>%s</p>' % 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
|
|
}
|