flectra/addons/website_crm_partner_assign/models/crm_lead.py

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.sudo().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
}