[ADD] reveal_service : allow user to generate leads based on filters

Purpose : Allow the user to generate a certain number of leads based on certain criteria like localization, technologies used, or size. Available filters are : - company size - localization (country and states) - industries - technologies The user can also ask for a few contacts that can be filtered based on their role or seniority. Each company found generates a new lead/opportunity for which the sales team, salesperson and tags can be preset from the lead mining request. This commit includes the followings changes : - New module crm_iap_lead - New model crm.iap.lead.helpers which contains helper methods used by both modules crm_iap_lead and crm_iap_lead_website - New model crm.iap.lead.mining.request that holds the data of a lead mining request - An option in the CRM settings to install this feature - New button 'Generate Leads' in the leads/opportunity ListView and KanbanView that opens a modal allowing to create a lead mining request - New section 'Lead Generation' in menuitem 'Configuration' of CRM TaskID : 1902172 closes odoo/odoo#30189
2019-02-14 14:10:35 +00:00
parent 6703840062
commit 7410de111f
21 changed files with 1132 additions and 119 deletions
@@ -11,7 +11,9 @@ class ResConfigSettings(models.TransientModel):
    generate_lead_from_alias = fields.Boolean('Manual Assignation of Emails', config_parameter='crm.generate_lead_from_alias')
    group_use_lead = fields.Boolean(string="Leads", implied_group='crm.group_use_lead')
    module_crm_phone_validation = fields.Boolean("Phone Formatting")
+    module_crm_iap_lead = fields.Boolean("Generate new leads based on their country, technologies, size, etc.")
    module_crm_iap_lead_website = fields.Boolean("Create Leads/Opportunities from your website's traffic")
+    lead_mining_in_pipeline = fields.Boolean("Create a lead mining request directly from the opportunity pipeline.", config_parameter='crm.lead_mining_in_pipeline')

    def _find_default_lead_alias_id(self):
        alias = self.env.ref('crm.mail_alias_lead_info', False)
@@ -52,21 +52,35 @@
                            </div>
                        </div>
                    </div>
+                    <h2>Lead Generation</h2>
                    <div class="row mt16 o_settings_container">
                        <div class="col-lg-6 o_setting_box">
                            <div class="o_setting_left_pane">
                                <field name="module_crm_iap_lead_website"/>
                            </div>

-                            <div class="o_setting_right_pane crm_reveal_settings">
-                                <label string="Website Lead Generation" for="module_crm_reveal"/>
+                            <div class="o_setting_right_pane" id="crm_iap_lead_website_settings">
+                                <label string="Website Lead Generation" for="module_crm_iap_lead_website"/>
                                <div class="text-muted">
                                    Convert visitors of your website into leads and perform data enrichment based on their IP address.
                                </div>
                            </div>
                        </div>
                    </div>
+                    <div class="row mt16 o_settings_container">
+                        <div class="col-lg-6 o_setting_box">
+                            <div class="o_setting_left_pane">
+                                <field name="module_crm_iap_lead"/>
+                            </div>

+                            <div class="o_setting_right_pane" id="crm_iap_lead_settings">
+                                <label string="Lead Mining" for="module_crm_iap_lead"/>
+                                <div class="text-muted">
+                                    Generate new leads based on their country, technologies, size, etc.
+                                </div>
+                            </div>
+                        </div>
+                    </div>
                    <h2>Contacts</h2>
                    <div class="row mt16 o_settings_container">
                        <div class="col-lg-6 o_setting_box">
@@ -10,8 +10,17 @@
        'data/crm.iap.lead.industry.csv',
        'data/crm.iap.lead.role.csv',
        'data/crm.iap.lead.seniority.csv',
+        'data/crm.iap.lead.technology.csv',
        'data/message_template.xml',
        'data/crm_iap_lead_data.xml',
+        'data/ir_sequence_data.xml',
        'security/ir.model.access.csv',
+        'views/crm_lead_view.xml',
+        'views/crm_iap_lead_views.xml',
+        'views/res_config_settings_views.xml',
+        'views/crm_iap_lead_templates.xml',
    ],
+    'qweb': [
+        'static/src/xml/leads_tree_generate_leads_views.xml',
+    ]
 }
@@ -0,0 +1,348 @@
+id,name,tech_tag
+crm_iap_lead_technology_1,1&1 Hosting,1_and_1_hosting
+crm_iap_lead_technology_2,3d Cart,3d_cart
+crm_iap_lead_technology_3,Acquia,acquia
+crm_iap_lead_technology_4,Acquisio,acquisio
+crm_iap_lead_technology_5,Act On,act_on
+crm_iap_lead_technology_6,Action Network,action_network
+crm_iap_lead_technology_7,Active Demand,active_demand
+crm_iap_lead_technology_8,Activecampaign,activecampaign
+crm_iap_lead_technology_9,Add To Any,add_to_any
+crm_iap_lead_technology_10,Adform Advertiser,adform_advertiser
+crm_iap_lead_technology_11,Adobe Business Catalyst,adobe_business_catalyst
+crm_iap_lead_technology_12,Adobe Connect,adobe_connect
+crm_iap_lead_technology_13,Adobe Dynamic Tag Management,adobe_dynamic_tag_management
+crm_iap_lead_technology_14,Adobe Experience Manager,adobe_experience_manager
+crm_iap_lead_technology_15,AdRoll,adroll
+crm_iap_lead_technology_16,Airbrake,airbrake
+crm_iap_lead_technology_17,Akamai,akamai
+crm_iap_lead_technology_18,Akamai DNS,akamai_dns
+crm_iap_lead_technology_19,Alexa,alexa
+crm_iap_lead_technology_20,Altocloud,altocloud
+crm_iap_lead_technology_21,Amazon Associates,amazon_associates
+crm_iap_lead_technology_22,Amazon Payments,amazon_payments
+crm_iap_lead_technology_23,Amazon S3,amazon_s3
+crm_iap_lead_technology_24,Amazon Simple Email Service,amazon_ses
+crm_iap_lead_technology_25,Amazon Web Services,aws_ec2
+crm_iap_lead_technology_26,amCharts,amcharts
+crm_iap_lead_technology_27,Amplitude,amplitude
+crm_iap_lead_technology_28,Android,android
+crm_iap_lead_technology_29,Apache,apache
+crm_iap_lead_technology_30,App Nexus,app_nexus
+crm_iap_lead_technology_31,Appboy,appboy
+crm_iap_lead_technology_32,Appcues,appcues
+crm_iap_lead_technology_33,AppDynamics,appdynamics
+crm_iap_lead_technology_34,Apteligent,apteligent
+crm_iap_lead_technology_35,ASP.Net,asp_net
+crm_iap_lead_technology_36,Attribution,attribution
+crm_iap_lead_technology_37,Authorizenet,authorizenet
+crm_iap_lead_technology_38,Autopilot,autopilot
+crm_iap_lead_technology_39,Aweber,aweber
+crm_iap_lead_technology_40,Bazaarvoice,bazaarvoice
+crm_iap_lead_technology_41,Benchmarkemail,benchmarkemail
+crm_iap_lead_technology_42,Big Cartel,big_cartel
+crm_iap_lead_technology_43,Bigcommerce,bigcommerce
+crm_iap_lead_technology_44,Bing Ads,bing_ads
+crm_iap_lead_technology_45,Bing Advertiser,bing_advertiser
+crm_iap_lead_technology_46,Bing Maps,bing_maps
+crm_iap_lead_technology_47,Bloomreach,bloomreach
+crm_iap_lead_technology_48,Bluehost Hosting,bluehost_hosting
+crm_iap_lead_technology_49,Braintree,braintree
+crm_iap_lead_technology_50,Branch,branch
+crm_iap_lead_technology_51,Brightcove,brightcove
+crm_iap_lead_technology_52,Bronto,bronto
+crm_iap_lead_technology_53,Bug Herd,bug_herd
+crm_iap_lead_technology_54,Bugsnag,bugsnag
+crm_iap_lead_technology_55,C3 Metrics,c3_metrics
+crm_iap_lead_technology_56,Calq,calq
+crm_iap_lead_technology_57,Campaignmonitor,campaignmonitor
+crm_iap_lead_technology_58,Castle,castle
+crm_iap_lead_technology_59,CentOS,centos
+crm_iap_lead_technology_60,Chargify,chargify
+crm_iap_lead_technology_61,Chart Beat,chart_beat
+crm_iap_lead_technology_62,Chartio,chartio
+crm_iap_lead_technology_63,Chatlio,chatlio
+crm_iap_lead_technology_64,Chownow,chownow
+crm_iap_lead_technology_65,ClickFunnels,clickfunnels
+crm_iap_lead_technology_66,Clicktale,clicktale
+crm_iap_lead_technology_67,Clicky,clicky
+crm_iap_lead_technology_68,Cloud Flare,cloud_flare
+crm_iap_lead_technology_69,Cloudinary,cloudinary
+crm_iap_lead_technology_70,Commerce Sciences,commerce_sciences
+crm_iap_lead_technology_71,Constant Contact,constant_contact
+crm_iap_lead_technology_72,Contently,contently
+crm_iap_lead_technology_73,Convert Kit,convert_kit
+crm_iap_lead_technology_74,Convertro,convertro
+crm_iap_lead_technology_75,Crazy Egg,crazy_egg
+crm_iap_lead_technology_76,Criteo,criteo
+crm_iap_lead_technology_77,Crowdskout,crowdskout
+crm_iap_lead_technology_78,Customer.io,customer_io
+crm_iap_lead_technology_79,Dailymotion,dailymotion
+crm_iap_lead_technology_80,Debian,debian
+crm_iap_lead_technology_81,Demandbase,demandbase
+crm_iap_lead_technology_82,Demandware,demandware
+crm_iap_lead_technology_83,Digital Ocean,digital_ocean
+crm_iap_lead_technology_84,Disqus,disqus
+crm_iap_lead_technology_85,Django,django
+crm_iap_lead_technology_86,DNS Made Easy,dns_made_easy
+crm_iap_lead_technology_87,DoubleClick Ads,double_click
+crm_iap_lead_technology_88,DoubleClick Advertiser,double_click_advertiser
+crm_iap_lead_technology_89,DreamHost Hosting,dreamhost_hosting
+crm_iap_lead_technology_90,Drift,drift
+crm_iap_lead_technology_91,Drip,drip
+crm_iap_lead_technology_92,Drupal,drupal
+crm_iap_lead_technology_93,Dwolla,dwolla
+crm_iap_lead_technology_94,Dyn DNS,dyn_dns
+crm_iap_lead_technology_95,Dynamic Yield,dynamic_yield
+crm_iap_lead_technology_96,Ecwid,ecwid
+crm_iap_lead_technology_97,ElasticEmail,elasticemail
+crm_iap_lead_technology_98,Elevio,elevio
+crm_iap_lead_technology_99,Eloqua,eloqua
+crm_iap_lead_technology_100,Emma,emma
+crm_iap_lead_technology_101,Engagio,engagio
+crm_iap_lead_technology_102,Errorception,errorception
+crm_iap_lead_technology_103,Express,express
+crm_iap_lead_technology_104,Facebook Advertiser,facebook_advertiser
+crm_iap_lead_technology_105,Facebook Beacon,facebook_beacon
+crm_iap_lead_technology_106,Facebook Comments,facebook_comments
+crm_iap_lead_technology_107,Facebook Connect,facebook_connect
+crm_iap_lead_technology_108,Facebook Like Button,facebook_like_button
+crm_iap_lead_technology_109,Facebook Social Plugins,facebook_social_plugins
+crm_iap_lead_technology_110,Fedora,fedora
+crm_iap_lead_technology_111,Flowplayer,flowplayer
+crm_iap_lead_technology_112,Formstack,formstack
+crm_iap_lead_technology_113,FreeBSD,freebsd
+crm_iap_lead_technology_114,Freshdesk,freshdesk
+crm_iap_lead_technology_115,Fullcontact,fullcontact
+crm_iap_lead_technology_116,Fullstory,fullstory
+crm_iap_lead_technology_117,FusionCharts,fusioncharts
+crm_iap_lead_technology_118,Gauges,gauges
+crm_iap_lead_technology_119,Get Response,get_response
+crm_iap_lead_technology_120,Get Satisfaction,get_satisfaction
+crm_iap_lead_technology_121,Go Squared,go_squared
+crm_iap_lead_technology_122,Gocardless,gocardless
+crm_iap_lead_technology_123,GoDaddy Hosting,godaddy_hosting
+crm_iap_lead_technology_124,Godaddy Nameserver,godaddy_nameserver
+crm_iap_lead_technology_125,Google Adsense,google_adsense
+crm_iap_lead_technology_126,Google Adwords,google_adwords
+crm_iap_lead_technology_127,Google Affiliate Network,google_affiliate_network
+crm_iap_lead_technology_128,Google Analytics,google_analytics
+crm_iap_lead_technology_129,Google Apps,google_apps
+crm_iap_lead_technology_130,Google Charts,google_charts
+crm_iap_lead_technology_131,Google Cloud,google_cloud
+crm_iap_lead_technology_132,Google Forms,google_forms
+crm_iap_lead_technology_133,Google Maps,google_maps
+crm_iap_lead_technology_134,Google Tag Manager,google_tag_manager
+crm_iap_lead_technology_135,Google Website Optimizer,google_website_optimizer
+crm_iap_lead_technology_136,Google Widgets,google_widgets
+crm_iap_lead_technology_137,GraphIQ,graphiq
+crm_iap_lead_technology_138,Gravity Forms,gravity_forms
+crm_iap_lead_technology_139,Greenhouse,greenhouse
+crm_iap_lead_technology_140,Heap,heap
+crm_iap_lead_technology_141,Hello Bar,hello_bar
+crm_iap_lead_technology_142,Help Scout,help_scout
+crm_iap_lead_technology_143,Heroku,heroku
+crm_iap_lead_technology_144,Highcharts,highcharts
+crm_iap_lead_technology_145,Hotjar,hotjar
+crm_iap_lead_technology_146,Hoverowl,hoverowl
+crm_iap_lead_technology_147,HubSpot,hubspot
+crm_iap_lead_technology_148,Icims,icims
+crm_iap_lead_technology_149,Indicative,indicative
+crm_iap_lead_technology_150,Infusionsoft,infusionsoft
+crm_iap_lead_technology_151,Inside Sales,inside_sales
+crm_iap_lead_technology_152,Inspectlet,inspectlet
+crm_iap_lead_technology_153,Instagram,instagram
+crm_iap_lead_technology_154,Instagram Links,instagram_links
+crm_iap_lead_technology_155,Instart Logic,instart_logic
+crm_iap_lead_technology_156,Intense Debate,intense_debate
+crm_iap_lead_technology_157,Intercom,intercom
+crm_iap_lead_technology_158,ios,ios
+crm_iap_lead_technology_159,Iterable,iterable
+crm_iap_lead_technology_160,Java,java
+crm_iap_lead_technology_161,Jobvite,jobvite
+crm_iap_lead_technology_162,Joomla,joomla
+crm_iap_lead_technology_163,Jw Player,jw_player
+crm_iap_lead_technology_164,Kaltura,kaltura
+crm_iap_lead_technology_165,Kapost,kapost
+crm_iap_lead_technology_166,Keen IO,keen_io
+crm_iap_lead_technology_167,Kissmetrics,kiss_metrics
+crm_iap_lead_technology_168,Klaviyo,klaviyo
+crm_iap_lead_technology_169,Knowtify,knowtify
+crm_iap_lead_technology_170,Lead Dyno,lead_dyno
+crm_iap_lead_technology_171,Lever,lever
+crm_iap_lead_technology_172,Lightspeed,lightspeed
+crm_iap_lead_technology_173,LinkedIn Advertiser,linked_in_advertiser
+crm_iap_lead_technology_174,Linkwithin,linkwithin
+crm_iap_lead_technology_175,Linode Hosting,linode_hosting
+crm_iap_lead_technology_176,Live Chat,live_chat
+crm_iap_lead_technology_177,Livefyre,livefyre
+crm_iap_lead_technology_178,Liveramp,liveramp
+crm_iap_lead_technology_179,LKQD,lkqd
+crm_iap_lead_technology_180,Localytics,localytics
+crm_iap_lead_technology_181,Looker,looker
+crm_iap_lead_technology_182,Lucky Orange,lucky_orange
+crm_iap_lead_technology_183,Mad Kudu,mad_kudu
+crm_iap_lead_technology_184,Magento,magento
+crm_iap_lead_technology_185,Magento Enterprise,magento_enterprise
+crm_iap_lead_technology_186,Magento V1,magento_v1
+crm_iap_lead_technology_187,Magento V2,magento_v2
+crm_iap_lead_technology_188,Mailchimp,mailchimp
+crm_iap_lead_technology_189,Mailgun,mailgun
+crm_iap_lead_technology_190,Mailjet,mailjet
+crm_iap_lead_technology_191,Mandrill,mandrill
+crm_iap_lead_technology_192,Marin,marin
+crm_iap_lead_technology_193,Marketo,marketo
+crm_iap_lead_technology_194,Maxmind,maxmind
+crm_iap_lead_technology_195,Microsoft Azure,microsoft_azure
+crm_iap_lead_technology_196,Microsoft Exchange Online,microsoft_exchange_online
+crm_iap_lead_technology_197,Microsoft Office 365,microsoft_office_365
+crm_iap_lead_technology_198,Mindbody,mindbody
+crm_iap_lead_technology_199,Mixpanel,mixpanel
+crm_iap_lead_technology_200,Mode,mode
+crm_iap_lead_technology_201,Mouseflow,mouseflow
+crm_iap_lead_technology_202,Mousestats,mousestats
+crm_iap_lead_technology_203,My Site Auditor,my_site_auditor
+crm_iap_lead_technology_204,Namecheap Dns,namecheap_dns
+crm_iap_lead_technology_205,NationBuilder,nation_builder
+crm_iap_lead_technology_206,Neustar Ad Advisor,neustar_ad_advisor
+crm_iap_lead_technology_207,New Relic,new_relic
+crm_iap_lead_technology_208,Nextable,nextable
+crm_iap_lead_technology_209,Nginx,nginx
+crm_iap_lead_technology_210,Nosto,nosto
+crm_iap_lead_technology_211,Ns1,ns1
+crm_iap_lead_technology_212,Olark,olark
+crm_iap_lead_technology_213,Omniconvert,omniconvert
+crm_iap_lead_technology_214,Omniture (Adobe Analytics),omniture_adobe_analytics
+crm_iap_lead_technology_215,Ooyala,ooyala
+crm_iap_lead_technology_216,Open Table,open_table
+crm_iap_lead_technology_217,Optimizely,optimizely
+crm_iap_lead_technology_218,Optimonk,optimonk
+crm_iap_lead_technology_219,Oscommerce,oscommerce
+crm_iap_lead_technology_220,Outbound,outbound
+crm_iap_lead_technology_221,Outbrain Ads,outbrain_ads
+crm_iap_lead_technology_222,Outlook,outlook
+crm_iap_lead_technology_223,ownerIQ,owneriq
+crm_iap_lead_technology_224,Pardot,pardot
+crm_iap_lead_technology_225,PayPal,paypal
+crm_iap_lead_technology_226,Payza,payza
+crm_iap_lead_technology_227,Percolate,percolate
+crm_iap_lead_technology_228,Perfect Audience,perfect_audience
+crm_iap_lead_technology_229,Periscope Data,periscope_data
+crm_iap_lead_technology_230,Picreel,picreel
+crm_iap_lead_technology_231,Pingdom,pingdom
+crm_iap_lead_technology_232,Pinterest,pinterest
+crm_iap_lead_technology_233,Pipedrive,pipedrive
+crm_iap_lead_technology_234,Piwik,piwik
+crm_iap_lead_technology_235,Playwire,playwire
+crm_iap_lead_technology_236,Postmark,postmark
+crm_iap_lead_technology_237,PowerReviews,powerreviews
+crm_iap_lead_technology_238,Presta Shop,presta_shop
+crm_iap_lead_technology_239,Privy,privy
+crm_iap_lead_technology_240,Qbrick,qbrick
+crm_iap_lead_technology_241,Qualaroo,qualaroo
+crm_iap_lead_technology_242,Qualtrics,qualtrics
+crm_iap_lead_technology_243,Quantcast,quantcast
+crm_iap_lead_technology_244,Qubit,qubit
+crm_iap_lead_technology_245,Rackspace,rackspace
+crm_iap_lead_technology_246,Rackspace Email,rackspace_email
+crm_iap_lead_technology_247,Recaptcha,recaptcha
+crm_iap_lead_technology_248,Recruiterbox,recruiterbox
+crm_iap_lead_technology_249,Recurly,recurly
+crm_iap_lead_technology_250,Red Hat,red_hat
+crm_iap_lead_technology_251,ReSRCit,resrcit
+crm_iap_lead_technology_252,Resumator,resumator
+crm_iap_lead_technology_253,RetailRocket,retailrocket
+crm_iap_lead_technology_254,Rezdy,rezdy
+crm_iap_lead_technology_255,Rezgo,rezgo
+crm_iap_lead_technology_256,Robly,robly
+crm_iap_lead_technology_257,Rollbar,rollbar
+crm_iap_lead_technology_258,Route 53,aws_route_53
+crm_iap_lead_technology_259,Ruby On Rails,ruby_on_rails
+crm_iap_lead_technology_260,Salesforce,salesforce
+crm_iap_lead_technology_261,Salesmachine,salesmachine
+crm_iap_lead_technology_262,Salsa,salsa
+crm_iap_lead_technology_263,Satismeter,satismeter
+crm_iap_lead_technology_264,Segment,segment
+crm_iap_lead_technology_265,Sendgrid,sendgrid
+crm_iap_lead_technology_266,Sentry,sentry
+crm_iap_lead_technology_267,Sessioncam,sessioncam
+crm_iap_lead_technology_268,Sharepoint,sharepoint
+crm_iap_lead_technology_269,Sharp Spring,sharp_spring
+crm_iap_lead_technology_270,Shopify,shopify
+crm_iap_lead_technology_271,Shopify Plus,shopify_plus
+crm_iap_lead_technology_272,Shopware,shopware
+crm_iap_lead_technology_273,Sidecar,sidecar
+crm_iap_lead_technology_274,Silkroad,silkroad
+crm_iap_lead_technology_275,Simplicant,simplicant
+crm_iap_lead_technology_276,Slack,slack
+crm_iap_lead_technology_277,Smartlook,smartlook
+crm_iap_lead_technology_278,Snowplow Analytics,snowplow_analytics
+crm_iap_lead_technology_279,Sociomantic,sociomantic
+crm_iap_lead_technology_280,Socket.io,socket_io
+crm_iap_lead_technology_281,Softlayer Hosting,softlayer_hosting
+crm_iap_lead_technology_282,Squarespace,squarespace
+crm_iap_lead_technology_283,SteelHouse,steel_house
+crm_iap_lead_technology_284,Stripe,stripe
+crm_iap_lead_technology_285,Success Factors,success_factors
+crm_iap_lead_technology_286,Sumo,sumo
+crm_iap_lead_technology_287,Survey Monkey,survey_monkey
+crm_iap_lead_technology_288,Tableau,tableau
+crm_iap_lead_technology_289,Taboola Ads,taboola_ads
+crm_iap_lead_technology_290,Taleo,taleo
+crm_iap_lead_technology_291,Talkable,talkable
+crm_iap_lead_technology_292,Tawk,tawk
+crm_iap_lead_technology_293,Tealium,tealium
+crm_iap_lead_technology_294,Terminus,terminus
+crm_iap_lead_technology_295,Top Producer,top_producer
+crm_iap_lead_technology_296,Totango,totango
+crm_iap_lead_technology_297,Tout,tout
+crm_iap_lead_technology_298,Toutapp,toutapp
+crm_iap_lead_technology_299,TowerData,towerdata
+crm_iap_lead_technology_300,Track JS,track_js
+crm_iap_lead_technology_301,Trustpilot,trustpilot
+crm_iap_lead_technology_302,Twitter Advertiser,twitter_advertiser
+crm_iap_lead_technology_303,Twitter Badge,twitter_badge
+crm_iap_lead_technology_304,Twitter Button,twitter_button
+crm_iap_lead_technology_305,Typeform,typeform
+crm_iap_lead_technology_306,Typekit By Adobe,typekit_by_adobe
+crm_iap_lead_technology_307,Uber Cart,uber_cart
+crm_iap_lead_technology_308,Ubuntu,ubuntu
+crm_iap_lead_technology_309,Ultipro,ultipro
+crm_iap_lead_technology_310,Unix,unix
+crm_iap_lead_technology_311,UserVoice,user_voice
+crm_iap_lead_technology_312,Vero,vero
+crm_iap_lead_technology_313,Verticalresponse,verticalresponse
+crm_iap_lead_technology_314,Video.js,videojs
+crm_iap_lead_technology_315,Vidyard,vidyard
+crm_iap_lead_technology_316,Vimeo,vimeo
+crm_iap_lead_technology_317,Virtue Mart,virtue_mart
+crm_iap_lead_technology_318,Visual IQ,visual_iq
+crm_iap_lead_technology_319,Visual Website Optimizer,visual_website_optimizer
+crm_iap_lead_technology_320,Volusion,volusion
+crm_iap_lead_technology_321,Vzaar,vzaar
+crm_iap_lead_technology_322,WebEngage,webengage
+crm_iap_lead_technology_323,Weebly,weebly
+crm_iap_lead_technology_324,Wistia,wistia
+crm_iap_lead_technology_325,Wix Stores,wix_stores
+crm_iap_lead_technology_326,Woo Commerce,woo_commerce
+crm_iap_lead_technology_327,Woopra,woopra
+crm_iap_lead_technology_328,Wootric,wootric
+crm_iap_lead_technology_329,Wordpress,wordpress
+crm_iap_lead_technology_330,Workable,workable
+crm_iap_lead_technology_331,Wp Engine,wp_engine
+crm_iap_lead_technology_332,Wufoo,wufoo
+crm_iap_lead_technology_333,xt:Commerce,xt_commerce
+crm_iap_lead_technology_334,Yahoo Stores,yahoo_stores
+crm_iap_lead_technology_335,Yandex Metrica,yandex_metrica
+crm_iap_lead_technology_336,Yelp Seatme,yelp_seatme
+crm_iap_lead_technology_337,Yesware,yesware
+crm_iap_lead_technology_338,Yieldify,yieldify
+crm_iap_lead_technology_339,Yotpo,yotpo
+crm_iap_lead_technology_340,Youtube,youtube
+crm_iap_lead_technology_341,Zeit Now,zeit_now
+crm_iap_lead_technology_342,Zen Cart,zen_cart
+crm_iap_lead_technology_343,Zendesk,zendesk
+crm_iap_lead_technology_344,Zenreach,zenreach
+crm_iap_lead_technology_345,Zopim,zopim
+crm_iap_lead_technology_346,Zuora,zuora
+crm_iap_lead_technology_347,Zype,zype
@@ -0,0 +1,14 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data noupdate="1">
+        <!-- Sequences for lead mining requests -->
+        <record id="seq_crm_iap_lead_mining_request" model="ir.sequence">
+            <field name="name">Lead Mining Request</field>
+            <field name="code">crm.iap.lead.mining.request</field>
+            <field name="prefix">LMR</field>
+            <field name="padding">3</field>
+            <field name="company_id" eval="False"/>
+        </record>
+
+    </data>
+</odoo>
@@ -2,3 +2,5 @@
 # Part of Odoo. See LICENSE file for full copyright and licensing details.
 from . import crm_lead
 from . import crm_iap_lead
+from . import crm_iap_lead_helpers
+from . import crm_iap_lead_mining_request
@@ -48,3 +48,16 @@ class PeopleSeniority(models.Model):
    @api.depends('name')
    def name_get(self):
        return [(seniority.id, seniority.name.replace('_', ' ').title()) for seniority in self]
+
+
+class TechnologyTag(models.Model):
+    """ Technology Tags of Clearbit """
+    _name = 'crm.iap.lead.technology'
+    _description = 'Technology Tag'
+
+    name = fields.Char(string='Name', required=True, translate=True)
+    tech_tag = fields.Char(string="Tech Tag", required=True)
+
+    _sql_constraints = [
+        ('name_uniq', 'unique (name)', 'Technology tag name already exists!'),
+    ]
@@ -0,0 +1,121 @@
+from math import floor, log10
+from odoo import api, models
+
+
+class CRMHelpers(models.Model):
+    _name = 'crm.iap.lead.helpers'
+    _description = 'Helper methods for crm_iap_lead modules'
+
+    @api.model
+    def notify_no_more_credit(self, service_name, model_name, notification_parameter):
+        """
+        Notify about the number of credit.
+        In order to avoid to spam people each hour, an ir.config_parameter is set
+        """
+        already_notified = self.env['ir.config_parameter'].sudo().get_param(notification_parameter, False)
+        if already_notified:
+            return
+        mail_template = self.env.ref('crm_iap_lead.lead_generation_no_credits')
+        iap_account = self.env['iap.account'].search([('service_name', '=', service_name)], limit=1)
+        # Get the email address of the creators of the records
+        res = self.env[model_name].search_read([], ['create_uid'])
+        uids = set(r['create_uid'][0] for r in res if r.get('create_uid'))
+        res = self.env['res.users'].search_read([('id', 'in', list(uids))], ['email'])
+        emails = set(r['email'] for r in res if r.get('email'))
+
+        mail_values = mail_template.generate_email(iap_account.id)
+        mail_values['email_to'] = ','.join(emails)
+        mail = self.env['mail.mail'].create(mail_values)
+        mail.send()
+        self.env['ir.config_parameter'].sudo().set_param(notification_parameter, True)
+
+    @api.model
+    def lead_vals_from_response(self, lead_type, team_id, tag_ids, user_id, company_data, people_data):
+        country_id = self.env['res.country'].search([('code', '=', company_data['country_code'])]).id
+        website_url = 'https://www.%s' % company_data['domain'] if company_data['domain'] else False
+        lead_vals = {
+            # Lead vals from record itself
+            'type': lead_type,
+            'team_id': team_id,
+            'tag_ids': [(6, 0, tag_ids)],
+            'user_id': user_id,
+            'reveal_id': company_data['clearbit_id'],
+            # Lead vals from data
+            'name': company_data['name'],
+            'partner_name': company_data['legal_name'] or company_data['name'],
+            'email_from': ",".join(company_data['email'] or []),
+            'phone': company_data['phone'] or (company_data['phone_numbers'] and company_data['phone_numbers'][0]) or '',
+            'website': website_url,
+            'street': company_data['location'],
+            'city': company_data['city'],
+            'zip': company_data['postal_code'],
+            'country_id': country_id,
+            'state_id': self._find_state_id(company_data['state_code'], country_id),
+            'description': self._prepare_lead_description(company_data),
+        }
+
+        # If type is people then add first contact in lead data
+        if people_data:
+            lead_vals.update({
+                'contact_name': people_data[0]['full_name'],
+                'email_from': people_data[0]['email'],
+                'function': people_data[0]['title'],
+            })
+        return lead_vals
+
+    @api.model
+    def _find_state_id(self, state_code, country_id):
+        state_id = self.env['res.country.state'].search([('code', '=', state_code), ('country_id', '=', country_id)])
+        if state_id:
+            return state_id.id
+        return False
+
+    @api.model
+    def _prepare_lead_description(self, reveal_data):
+        description = ''
+        if reveal_data['sector']:
+            description += reveal_data['sector']
+        if reveal_data['website_title']:
+            description += '\n' + reveal_data['website_title']
+        if reveal_data['twitter_bio']:
+            description += '\n' + "Twitter Bio: " + reveal_data['twitter_bio']
+        if reveal_data['twitter_followers']:
+            description += ('\nTwitter %s followers, %s \n') % (reveal_data['twitter_followers'], reveal_data['twitter_location'] or '')
+
+        numbers = ['raised', 'market_cap', 'employees', 'estimated_annual_revenue']
+        millnames = ['', ' K', ' M', ' B', 'T']
+
+        def millify(n):
+            try:
+                n = float(n)
+                millidx = max(0, min(len(millnames) - 1, int(floor(0 if n == 0 else log10(abs(n)) / 3))))
+                return '{:.0f}{}'.format(n / 10**(3 * millidx), millnames[millidx])
+            except Exception:
+                return n
+
+        for key in numbers:
+            if reveal_data.get(key):
+                description += ' %s : %s,' % (key.replace('_', ' ').title(), millify(reveal_data[key]))
+        return description
+
+    @api.model
+    def format_data_for_message_post(self, company_data, people_data):
+        log_data = {
+            'twitter': company_data['twitter'],
+            'description': company_data['description'],
+            'logo': company_data['logo'],
+            'name': company_data['name'],
+            'phone_numbers': company_data['phone_numbers'],
+            'facebook': company_data['facebook'],
+            'linkedin': company_data['linkedin'],
+            'crunchbase': company_data['crunchbase'],
+            'tech': [t.replace('_', ' ').title() for t in company_data['tech']],
+            'people_data': people_data,
+        }
+        timezone = company_data['timezone']
+        if timezone:
+            log_data.update({
+                'timezone': timezone.replace('_', ' ').title(),
+                'timezone_url': company_data['timezone_url'],
+            })
+        return log_data
@@ -0,0 +1,233 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+import logging
+
+from odoo import api, fields, models, _
+from odoo.exceptions import ValidationError
+from odoo.addons.iap import jsonrpc, InsufficientCreditError
+
+_logger = logging.getLogger(__name__)
+
+DEFAULT_ENDPOINT = 'https://iap-services.odoo.com'
+
+MAX_LEAD = 200
+MAX_CONTACT = 5
+
+CREDIT_PER_COMPANY = 1
+CREDIT_PER_CONTACT = 1
+
+
+class CRMLeadMiningRequest(models.Model):
+    _name = 'crm.iap.lead.mining.request'
+    _description = 'CRM Lead Mining Request'
+
+    def _default_lead_type(self):
+        if self.env.user.has_group('crm.group_use_lead'):
+            return 'lead'
+        else:
+            return 'opportunity'
+
+    name = fields.Char(string='Request Number', required=True, readonly=True, default=lambda self: _('New'), copy=False)
+    state = fields.Selection([('draft', 'Draft'), ('done', 'Done'), ('error', 'Error')], string='Status', required=True, default='draft')
+
+    # Request Data
+    lead_number = fields.Integer(string='Number of Leads', required=True, default=10)
+    search_type = fields.Selection([('companies', 'Companies'), ('people', 'Companies and their Contacts')], string='Target', required=True, default='companies')
+    error = fields.Text(string='Error', readonly=True)
+
+    # Lead / Opportunity Data
+    lead_type = fields.Selection([('lead', 'Lead'), ('opportunity', 'Opportunity')], string='Type', required=True, default=_default_lead_type)
+    team_id = fields.Many2one('crm.team', string='Sales Team', domain="[('use_opportunities', '=', True)]")
+    user_id = fields.Many2one('res.users', string='Salesperson')
+    tag_ids = fields.Many2many('crm.lead.tag', string='Tags')
+    lead_ids = fields.One2many('crm.lead', 'lead_mining_request_id', string='Generated Lead / Opportunity')
+    leads_count = fields.Integer(compute='_compute_leads_count', string='Number of Generated Leads')
+
+    # Company Criteria Filter
+    filter_on_size = fields.Boolean(string='Filter on Size', default=False)
+    company_size_min = fields.Integer(string='Size', default=1)
+    company_size_max = fields.Integer(default=1000)
+    country_ids = fields.Many2many('res.country', string='Countries')
+    state_ids = fields.Many2many('res.country.state', string='States')
+    industry_ids = fields.Many2many('crm.iap.lead.industry', string='Industries')
+    technology_ids = fields.Many2many('crm.iap.lead.technology', string='Technologies')
+
+    # Contact Generation Filter
+    contact_number = fields.Integer(string='Number of Contacts', default=1)
+    contact_filter_type = fields.Selection([('role', 'Role'), ('seniority', 'Seniority')], string='Filter on', default='role')
+    preferred_role_id = fields.Many2one('crm.iap.lead.role', string='Preferred Role')
+    role_ids = fields.Many2many('crm.iap.lead.role', string='Other Roles')
+    seniority_id = fields.Many2one('crm.iap.lead.seniority', string='Seniority')
+
+    # Fields for the blue tooltip
+    lead_number_info = fields.Integer(string='Number of Leads ', related='lead_number', readonly=True)
+    lead_total_credit = fields.Integer(compute='_compute_lead_total_credit')
+    contact_credit_per_company = fields.Integer(compute='_compute_contact_credit_per_company')
+    contact_total_credit = fields.Integer(compute='_compute_contact_total_credit')
+
+    @api.depends('lead_number')
+    def _compute_lead_total_credit(self):
+        for req in self:
+            req.lead_total_credit = CREDIT_PER_COMPANY * req.lead_number
+
+    @api.depends('contact_number')
+    def _compute_contact_credit_per_company(self):
+        for req in self:
+            req.contact_credit_per_company = CREDIT_PER_CONTACT * req.contact_number
+
+    @api.depends('contact_number', 'lead_number')
+    def _compute_contact_total_credit(self):
+        for req in self:
+            req.contact_total_credit = CREDIT_PER_CONTACT * req.contact_number * req.lead_number
+
+    @api.depends('lead_ids')
+    def _compute_leads_count(self):
+        for req in self:
+            req.leads_count = len(req.lead_ids)
+
+    @api.onchange('lead_number')
+    def _onchange_lead_number(self):
+        if self.lead_number <= 0:
+            self.lead_number = 1
+        elif self.lead_number > MAX_LEAD:
+            self.lead_number = MAX_LEAD
+
+    @api.onchange('contact_number')
+    def _onchange_contact_number(self):
+        if self.contact_number <= 0:
+            self.contact_number = 1
+        elif self.contact_number > MAX_CONTACT:
+            self.contact_number = MAX_CONTACT
+
+    @api.onchange('country_ids')
+    def _onchange_country_ids(self):
+        self.state_ids = []
+
+    @api.onchange('company_size_min')
+    def _onchange_company_size_min(self):
+        if self.company_size_min <= 0:
+            self.company_size_min = 1
+        elif self.company_size_min > self.company_size_max:
+            self.company_size_min = self.company_size_max
+
+    @api.onchange('company_size_max')
+    def _onchange_company_size_max(self):
+        if self.company_size_max < self.company_size_min:
+            self.company_size_max = self.company_size_min
+    
+    def _prepare_iap_payload(self):
+        """
+        This will prepare the data to send to the server
+        """
+        self.ensure_one()
+        payload = {'lead_number': self.lead_number,
+                   'search_type': self.search_type,
+                   'countries': self.country_ids.mapped('code')}
+        if self.state_ids:
+            payload['states'] = self.state_ids.mapped('code')
+        if self.filter_on_size:
+            payload.update({'company_size_min': self.company_size_min,
+                            'company_size_max': self.company_size_max})
+        if self.technology_ids:
+            payload['technology_tags'] = self.technology_ids.mapped('tech_tag')
+        if self.search_type == 'people':
+            payload.update({'contact_number': self.contact_number,
+                            'contact_filter_type': self.contact_filter_type})
+            if self.contact_filter_type == 'role':
+                payload.update({'preferred_role': self.preferred_role_id.reveal_id,
+                                'other_roles': self.role_ids.mapped('reveal_id')})
+            elif self.contact_filter_type == 'seniority':
+                payload['seniority'] = self.seniority_id.reveal_id
+        return payload
+
+    def _perform_request(self):
+        """
+        This will perform the request and create the corresponding leads.
+        The user will be notified if he hasn't enough credits.
+        """
+        server_payload = self._prepare_iap_payload()
+        reveal_account = self.env['iap.account'].get('reveal')
+        dbuuid = self.env['ir.config_parameter'].sudo().get_param('database.uuid')
+        endpoint = self.env['ir.config_parameter'].sudo().get_param('reveal.endpoint', DEFAULT_ENDPOINT) + '/iap/clearbit/1/lead_mining_request'
+        params = {
+            'account_token': reveal_account.account_token,
+            'dbuuid': dbuuid,
+            'data': server_payload
+        }
+        try:
+            response = jsonrpc(endpoint, params=params, timeout=300)
+            return response['data']
+        except InsufficientCreditError as e:
+            self.error = 'Insufficient credits. Recharge your account and retry.'
+            self.state = 'error'
+            self._cr.commit()
+            raise e
+
+    @api.multi
+    def _create_leads_from_response(self, result):
+        """ This method will get the response from the service and create the leads accordingly """
+        self.ensure_one()
+        lead_vals = []
+        messages_to_post = {}
+        for data in result:
+            lead_vals.append(self._lead_vals_from_response(data))
+            messages_to_post[data['company_data']['clearbit_id']] = self.env['crm.iap.lead.helpers'].format_data_for_message_post(data['company_data'], data.get('people_data'))
+        leads = self.env['crm.lead'].create(lead_vals)
+        for lead in leads:
+            if messages_to_post.get(lead.reveal_id):
+                lead.message_post_with_view('crm_iap_lead.lead_message_template', values=messages_to_post[lead.reveal_id], subtype_id=self.env.ref('mail.mt_note').id)
+
+    # Methods responsible for format response data into valid odoo lead data
+    @api.model
+    def _lead_vals_from_response(self, data):
+        self.ensure_one()
+        company_data = data.get('company_data')
+        people_data = data.get('people_data')
+        lead_vals = self.env['crm.iap.lead.helpers'].lead_vals_from_response(self.lead_type, self.team_id.id, self.tag_ids.ids, self.user_id.id, company_data, people_data)
+        lead_vals['lead_mining_request_id'] = self.id
+        return lead_vals
+
+    @api.multi
+    def action_draft(self):
+        self.ensure_one()
+        self.name = _('New')
+        self.state = 'draft'
+
+    @api.multi
+    def action_submit(self):
+        self.ensure_one()
+        if self.name == _('New'):
+            self.name = self.env['ir.sequence'].next_by_code('crm.iap.lead.mining.request') or _('New')
+        results = self._perform_request()
+        if results:
+            self._create_leads_from_response(results)
+            self.state = 'done'
+        if self.lead_type == 'lead':
+            return self.action_get_lead_action()
+        elif self.lead_type == 'opportunity':
+            return self.action_get_opportunity_action()
+
+    @api.multi
+    def action_get_lead_action(self):
+        self.ensure_one()
+        action = self.env.ref('crm.crm_lead_all_leads').read()[0]
+        action['domain'] = [('id', 'in', self.lead_ids.ids), ('type', '=', 'lead')]
+        action['help'] = _("""<p class="o_view_nocontent_empty_folder">
+            No leads found
+        </p><p>
+            No leads could be generated according to your search criteria
+        </p>""")
+        return action
+
+    @api.multi
+    def action_get_opportunity_action(self):
+        self.ensure_one()
+        action = self.env.ref('crm.crm_lead_opportunities').read()[0]
+        action['domain'] = [('id', 'in', self.lead_ids.ids), ('type', '=', 'opportunity')]
+        action['help'] = _("""<p class="o_view_nocontent_empty_folder">
+            No opportunities found
+        </p><p>
+            No opportunities could be generated according to your search criteria
+        </p>""")
+        return action
@@ -8,3 +8,4 @@ class Lead(models.Model):
    _inherit = 'crm.lead'

    reveal_id = fields.Char(string='Reveal ID', index=True)
+    lead_mining_request_id = fields.Many2one('crm.iap.lead.mining.request', string='Lead Mining Request', index=True)
@@ -3,4 +3,5 @@ access_crm_iap_lead_industry,access_crm_iap_lead_industry,model_crm_iap_lead_ind
 access_crm_iap_lead_role,access_crm_iap_lead_role,model_crm_iap_lead_role,sales_team.group_sale_manager,1,1,1,1
 access_crm_iap_lead_seniority,access_crm_iap_lead_seniority,model_crm_iap_lead_seniority,sales_team.group_sale_manager,1,1,1,1
 access_crm_iap_lead_technology,access_crm_iap_lead_technology,model_crm_iap_lead_technology,sales_team.group_sale_manager,1,1,1,1
-access_crm_iap_lead_request,access_crm_iap_lead_request,model_crm_iap_lead_request,sales_team.group_sale_manager,1,1,1,1
+access_crm_iap_lead_mining_request,access_crm_iap_lead_mining_request,model_crm_iap_lead_mining_request,sales_team.group_sale_manager,1,1,1,1
+access_crm_iap_lead_helpers,access_crm_iap_lead_helpers,model_crm_iap_lead_helpers,,0,0,0,0
@@ -0,0 +1,76 @@
+odoo.define('crm.leads.tree', function (require) {
+"use strict";
+    var ListController = require('web.ListController');
+    var ListView = require('web.ListView');
+
+    var KanbanController = require('web.KanbanController');
+    var KanbanView = require('web.KanbanView');
+
+    var viewRegistry = require('web.view_registry');
+
+    function renderGenerateLeadsButton() {
+        if (this.$buttons) {
+            var self = this;
+            var lead_type = self.initialState.getContext()['default_type'];
+            this.$buttons.on('click', '.o_button_generate_leads', function () {
+                self.do_action({
+                    name: 'Generate Leads',
+                    type: 'ir.actions.act_window',
+                    res_model: 'crm.iap.lead.mining.request',
+                    target: 'new',
+                    views: [[false, 'form']],
+                    context: {'is_modal': true, 'default_lead_type': lead_type},
+                });
+            });
+        }
+    }
+
+    var LeadMiningRequestListController = ListController.extend({
+        willStart: function() {
+            var self = this;
+            var ready = this.getSession().user_has_group('sales_team.group_sale_manager')
+                .then(function (is_sale_manager) {
+                    if (is_sale_manager) {
+                        self.buttons_template = 'LeadMiningRequestListView.buttons';
+                    }
+                });
+            return $.when(this._super.apply(this, arguments), ready);
+        },
+        renderButtons: function () {
+            this._super.apply(this, arguments);
+            renderGenerateLeadsButton.apply(this, arguments);
+        }
+    });
+
+    var LeadMiningRequestListView = ListView.extend({
+        config: _.extend({}, ListView.prototype.config, {
+            Controller: LeadMiningRequestListController,
+        }),
+    });
+
+    var LeadMiningRequestKanbanController = KanbanController.extend({
+        willStart: function() {
+            var self = this;
+            var ready = this.getSession().user_has_group('sales_team.group_sale_manager')
+                .then(function (is_sale_manager) {
+                    if (is_sale_manager) {
+                        self.buttons_template = 'LeadMiningRequestKanbanView.buttons';
+                    }
+                });
+            return $.when(this._super.apply(this, arguments), ready);
+        },
+        renderButtons: function () {
+            this._super.apply(this, arguments);
+            renderGenerateLeadsButton.apply(this, arguments);
+        }
+    });
+
+    var LeadMiningRequestKanbanView = KanbanView.extend({
+        config: _.extend({}, KanbanView.prototype.config, {
+            Controller: LeadMiningRequestKanbanController,
+        }),
+    });
+
+    viewRegistry.add('crm_iap_lead_mining_request_tree', LeadMiningRequestListView);
+    viewRegistry.add('crm_iap_lead_mining_request_kanban', LeadMiningRequestKanbanView);
+});
@@ -0,0 +1,31 @@
+<?xml version="1.0" encoding="UTF-8"?>
+
+<templates>
+    <t t-name="LeadMiningRequest.generate_leads_button">
+        <button type="button" class="btn btn-secondary o_button_generate_leads">
+            Generate Leads
+        </button>
+    </t>
+
+    <t t-extend="ListView.buttons" t-name="LeadMiningRequestListView.buttons">
+        <t t-jquery="button.o_list_button_add" t-operation="after">
+            <t t-call="LeadMiningRequest.generate_leads_button"/>
+            <t t-js="ctx">
+                if (window.odoo._modules.indexOf("base_import") >= 0) {
+                    r.push(context.engine.tools.call(context, 'ImportView.import_button', dict));
+                };
+            </t>
+        </t>
+    </t>
+
+    <t t-extend="KanbanView.buttons" t-name="LeadMiningRequestKanbanView.buttons">
+        <t t-jquery="button" t-operation="after">
+            <t t-call="LeadMiningRequest.generate_leads_button"/>
+            <t t-js="ctx">
+                if (window.odoo._modules.indexOf("base_import") >= 0) {
+                    r.push(context.engine.tools.call(context, 'ImportView.import_button', dict));
+                };
+            </t>
+        </t>
+    </t>
+</templates>
@@ -0,0 +1,8 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <template id="assets_backend" name="crm_iap_lead assets" inherit_id="web.assets_backend">
+        <xpath expr="." position="inside">
+            <script type="text/javascript" src="/crm_iap_lead/static/src/js/leads_tree_generate_leads.js"/>
+        </xpath>
+    </template>
+</odoo>
@@ -0,0 +1,183 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="crm_iap_lead_mining_request_form" model="ir.ui.view">
+        <field name="name">crm.iap.lead.mining.request.form</field>
+        <field name="model">crm.iap.lead.mining.request</field>
+        <field name="arch" type="xml">
+            <form>
+                <header>
+                    <button name="action_submit" type="object"
+                            string="Submit" states="draft"
+                            class="oe_highlight" invisible="context.get('is_modal')"/>
+                    <button name="action_submit" type="object"
+                            string="Retry" states="error"
+                            class="oe_highlight"/>
+                    <field name="state" widget="statusbar" statusbar_visible="draft,done" invisible="context.get('is_modal')"/>
+                </header>
+                <sheet>
+                    <div class="oe_button_box" name="button_box">
+                        <button name="action_get_opportunity_action" class="oe_stat_button" type="object" icon="fa-handshake-o"
+                                attrs="{'invisible': ['|', '|', ('lead_type', '!=', 'opportunity'), ('state', '!=' , 'done')]}">
+                            <div class="o_stat_info">
+                                <field name="leads_count"/>
+                                <span class="o_stat_text">Opportunities</span>
+                            </div>
+                        </button>
+                        <button name="action_get_lead_action" class="oe_stat_button" type="object" icon="fa-handshake-o" groups="crm.group_use_lead"
+                                attrs="{'invisible': ['|', '|', ('lead_type', '!=', 'lead'), ('state', '!=' , 'done')]}">
+                            <div class="o_stat_info">
+                                <field name="leads_count"/>
+                                <span class="o_stat_text">Leads</span>
+                            </div>
+                        </button>
+                    </div>
+                    <span invisible="context.get('is_modal')">
+                        <div class="row">
+                            <div class="col-md-6">
+                                <div class="oe_title">
+                                    <h1>
+                                        <field name="name"/>
+                                    </h1>
+                                </div>
+                            </div>
+                        </div>
+                    </span>
+                    <group>
+                        <group string="Request">
+                            <field name="lead_number" attrs="{'readonly': [('state', '!=', 'draft')]}"/>
+                            <field name="search_type" widget="radio" attrs="{'readonly': [('state', '!=', 'draft')]}"/>
+                            <field name="error" attrs="{'invisible': [('state', '!=', 'error')]}"/>
+                        </group>
+                        <group string="Lead Information">
+                            <field name="lead_type" groups="crm.group_use_lead" invisible="context.get('is_modal')" attrs="{'readonly': [('state', '!=', 'draft')]}"/>
+                            <field name="team_id" attrs="{'readonly': [('state', '!=', 'draft')]}"/>
+                            <field name="user_id" attrs="{'readonly': [('state', '!=', 'draft')]}"/>
+                            <field name="tag_ids" widget="many2many_tags" attrs="{'readonly': [('state', '!=', 'draft')]}"/>
+                        </group>
+                    </group>
+                    <group>
+                        <group string="Companies">
+                            <field name="filter_on_size" attrs="{'readonly': [('state', '!=', 'draft')]}"/>
+                            <label for="company_size_min" attrs="{'invisible': [('filter_on_size', '=', False)]}"/>
+                            <div attrs="{'invisible': [('filter_on_size', '=', False)]}">
+                                From
+                                <field name="company_size_min" class="oe_inline col-sm-3" attrs="{'required': [('filter_on_size', '=', True)], 'readonly': [('state', '!=', 'draft')]}"/>
+                                to
+                                <field name="company_size_max" class="oe_inline col-sm-3" attrs="{'required': [('filter_on_size', '=', True)], 'readonly': [('state', '!=', 'draft')]}"/>
+                                employees
+                            </div>
+                            <field name="country_ids" widget="many2many_tags" attrs="{'readonly': [('state', '!=', 'draft')]}" required="True" options="{'no_create': True, 'no_open': True}"/>
+                            <field name="state_ids" widget="many2many_tags" attrs="{'invisible': [('country_ids', '=', [])], 'readonly': [('state', '!=', 'draft')]}" domain="[('country_id', 'in', country_ids)]" options="{'no_create': True, 'no_open': True}"/>
+                            <field name="technology_ids" widget="many2many_tags" attrs="{'readonly': [('state', '!=', 'draft')]}" options="{'no_create': True, 'no_open': True}"/>
+                        </group>
+                        <group string="Contacts" attrs="{'invisible': [('search_type', '!=', 'people')]}">
+                            <field name="contact_number" attrs="{'readonly': [('state', '!=', 'draft')], 'required': [('search_type', '=', 'people')]}"/>
+                            <field name="contact_filter_type" widget="radio" attrs="{'readonly': [('state', '!=', 'draft')]}"/>
+                            <field name="preferred_role_id"
+                                   options="{'no_create_edit': True, 'no_quick_create': True}"
+                                   attrs="{'invisible': [('contact_filter_type','!=', 'role')], 'required': [('search_type', '=', 'people'), ('contact_filter_type', '=', 'role')], 'readonly': [('state', '!=', 'draft')]}"/>
+                            <field name="role_ids" widget="many2many_tags"
+                                   options="{'color_field': 'color', 'no_create_edit': True, 'no_quick_create': True}"
+                                   attrs="{'invisible': ['|', ('preferred_role_id','=', False), ('contact_filter_type','!=', 'role')], 'readonly': [('state', '!=', 'draft')]}"/>
+                            <field name="seniority_id" options="{'no_create_edit': True, 'no_quick_create': True}"
+                                   attrs="{'invisible': [('contact_filter_type', '!=', 'seniority')], 'required': [('search_type', '=', 'people'), ('contact_filter_type', '=', 'seniority')], 'readonly': [('state', '!=', 'draft')]}"/>
+                        </group>
+                    </group>
+                    <div class="row">
+                        <div class="col-md-6">
+                            <div class="alert alert-info" role="alert">
+                                Up to
+                                <field name="lead_total_credit" class="mb0"/>
+                                credits will be consumed to find
+                                <field name="lead_number_info" class="mb0"/>
+                                companies.
+                                <br/>
+                                <span attrs="{'invisible': [('search_type', '!=', 'people')]}">
+                                    Up to
+                                    <field name="contact_credit_per_company" class="mb0"/>
+                                    additional credits will be consumed per company to identify contacts.
+                                    (<field name="contact_total_credit" class="mb0"/>)
+                                    <br/>
+                                </span>
+                            </div>
+                        </div>
+                        <div class="col-md-6">
+                            <div class="alert alert-info" role="alert"
+                                 attrs="{'invisible': [('search_type', '!=', 'people')]}">
+                                Make sure you know if you have to be GDPR compliant for storing personal data.
+                            </div>
+                        </div>
+                    </div>
+                    <footer>
+                        <button string="Submit" name="action_submit" type="object" default_focus="1" class="btn-primary" invisible="not context.get('is_modal')"/>
+                        <button string="Cancel" class="btn-secondary" special="cancel" invisible="not context.get('is_modal')"/>
+                    </footer>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <record id="crm_iap_lead_mining_request_tree" model="ir.ui.view">
+        <field name="name">crm.iap.lead.mining.request.tree</field>
+        <field name="model">crm.iap.lead.mining.request</field>
+        <field name="arch" type="xml">
+            <tree>
+                <field name="name"/>
+                <field name="lead_number"/>
+                <field name="lead_type"/>
+                <field name="search_type"/>
+                <field name="country_ids" widget="many2many_tags"/>
+                <field name="team_id"/>
+                <field name="user_id"/>
+                <field name="tag_ids" widget="many2many_tags"/>
+                <field name="state"/>
+            </tree>
+        </field>
+    </record>
+
+    <record id="crm_iap_lead_mining_request_search" model="ir.ui.view">
+        <field name="name">crm.iap.lead.mining.request.search</field>
+        <field name="model">crm.iap.lead.mining.request</field>
+        <field name="arch" type="xml">
+            <search string="Lead Mining Request">
+                <field name="name"/>
+                <field name="team_id"/>
+                <field name="user_id"/>
+                <field name="tag_ids"/>
+                <filter name="state_is_draft" string="Draft" domain="[('state', '=', 'draft')]"/>
+                <filter name="state_is_done" string="Done" domain="[('state', '=', 'done')]"/>
+                <filter name="state_is_error" string="Error" domain="[('state', '=', 'error')]"/>
+                <separator/>
+                <filter name="type_is_lead" string="Leads" domain="[('lead_type', '=', 'lead')]"/>
+                <filter name="type_is_opportunity" string="Opportunities" domain="[('lead_type', '=', 'opportunity')]"/>
+                <group expand="0" string="Group By">
+                    <filter string="Type" name="groupby_lead_type" domain="[]" context="{'group_by':'lead_type'}"/>
+                    <filter string="Sales Team" name="groupby_team_id" domain="[]" context="{'group_by':'team_id'}"/>
+                    <filter string="Salesperson" name="groupby_user_id" domain="[]" context="{'group_by':'user_id'}"/>
+                </group>
+            </search>
+        </field>
+    </record>
+
+    <record id="crm_iap_lead_mining_request_action" model="ir.actions.act_window">
+        <field name="name">Lead Mining Requests</field>
+        <field name="res_model">crm.iap.lead.mining.request</field>
+        <field name="view_mode">tree,form</field>
+        <field name="view_type">form</field>
+    </record>
+
+    <!-- This menu is display in CRM app when crm_iap_lead is installed-->
+    <menuitem
+        id="crm_menu_lead_generation"
+        name="Lead Generation"
+        parent="crm.crm_menu_config"
+        sequence="20"/>
+
+    <menuitem
+        id="crm_iap_lead_mining_request_menu_action"
+        name="Lead Mining"
+        action="crm_iap_lead_mining_request_action"
+        parent="crm_menu_lead_generation"
+        sequence="0"/>
+
+</odoo>
@@ -0,0 +1,47 @@
+<?xml version="1.0" encoding="utf-8"?>
+
+<odoo>
+    <record id="crm_iap_opportunity_tree" model="ir.ui.view">
+        <field name="name">crm.opportunity.inherited.tree</field>
+        <field name="model">crm.lead</field>
+        <field name="inherit_id" ref="crm.crm_case_tree_view_oppor" />
+        <field name="arch" type="xml">
+            <xpath expr="//tree" position="attributes">
+                <attribute name="js_class">crm_iap_lead_mining_request_tree</attribute>
+            </xpath>
+        </field>
+    </record>
+
+    <record id="crm_iap_opportunity_kanban" model="ir.ui.view">
+        <field name="name">crm.opportunity.inherited.kanban</field>
+        <field name="model">crm.lead</field>
+        <field name="inherit_id" ref="crm.crm_case_kanban_view_leads" />
+        <field name="arch" type="xml">
+            <xpath expr="//kanban" position="attributes">
+                <attribute name="js_class">crm_iap_lead_mining_request_kanban</attribute>
+            </xpath>
+        </field>
+    </record>
+
+    <record id="crm_iap_lead_tree" model="ir.ui.view">
+        <field name="name">crm.lead.inherited.tree</field>
+        <field name="model">crm.lead</field>
+        <field name="inherit_id" ref="crm.crm_case_tree_view_leads" />
+        <field name="arch" type="xml">
+            <xpath expr="//tree" position="attributes">
+                <attribute name="js_class">crm_iap_lead_mining_request_tree</attribute>
+            </xpath>
+        </field>
+    </record>
+
+    <record id="crm_iap_lead_kanban" model="ir.ui.view">
+        <field name="name">crm.lead.inherited.kanban</field>
+        <field name="model">crm.lead</field>
+        <field name="inherit_id" ref="crm.view_crm_lead_kanban" />
+        <field name="arch" type="xml">
+            <xpath expr="//kanban" position="attributes">
+                <attribute name="js_class">crm_iap_lead_mining_request_kanban</attribute>
+            </xpath>
+        </field>
+    </record>
+</odoo>
@@ -0,0 +1,13 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="res_config_settings_view_form" model="ir.ui.view">
+        <field name="name">res.config.settings.view.form.inherit.crm.iap.lead</field>
+        <field name="model">res.config.settings</field>
+        <field name="inherit_id" ref="crm.res_config_settings_view_form"/>
+        <field name="arch" type="xml">
+            <div id="crm_iap_lead_settings" position="inside">
+                <widget name="iap_buy_more_credits" service_name="reveal"/>
+            </div>
+        </field>
+    </record>
+</odoo>
@@ -6,7 +6,6 @@ import itertools
 import logging
 import re
 from dateutil.relativedelta import relativedelta
-from math import floor, log10

 from odoo import api, fields, models, tools, _
 from odoo.addons.iap import jsonrpc
@@ -316,35 +315,12 @@ class CRMRevealRule(models.Model):
                    'reveal_state': 'not_found'
                })
        if result.get('credit_error'):
-            self._notify_no_more_credit()
+            self.env['crm.iap.lead.helpers'].notify_no_more_credit('reveal', self._name, 'reveal.already_notified')
            return False
        else:
            self.env['ir.config_parameter'].sudo().set_param('reveal.already_notified', False)
        return True

-    def _notify_no_more_credit(self):
-        """
-        Notify about the number of credit.
-        In order to avoid to spam people each hour, an ir.config_parameter is set
-        """
-        already_notified = self.env['ir.config_parameter'].sudo().get_param('reveal.already_notified', False)
-        if already_notified:
-            return
-        mail_template = self.env.ref('crm_iap_lead.lead_generation_no_credits')
-        iap_account = self.env['iap.account'].search([('service_name', '=', 'reveal')], limit=1)
-        # Get the email address of the creators of the Lead Generation Rules
-        res = self.env['crm.reveal.rule'].search_read([], ['create_uid'])
-        uids = set(r['create_uid'][0] for r in res if r.get('create_uid'))
-        res = self.env['res.users'].search_read([('id', 'in', list(uids))], ['email'])
-        emails = set(r['email'] for r in res if r.get('email'))
-
-        mail_values = mail_template.generate_email(iap_account.id)
-        mail_values['email_to'] = ','.join(emails)
-        mail = self.env['mail.mail'].create(mail_values)
-        mail.send()
-        self.env['ir.config_parameter'].sudo().set_param('reveal.already_notified', True)
-
-
    def _create_lead_from_response(self, result):
        """ This method will get response from service and create the lead accordingly """
        if result['rule_id']:
@@ -365,7 +341,7 @@ class CRMRevealRule(models.Model):
        lead = self.env['crm.lead'].create(lead_vals)
        lead.message_post_with_view(
            'crm_iap_lead.lead_message_template',
-            values=self._format_data_for_message_post(result),
+            values=self.env['crm.iap.lead.helpers'].format_data_for_message_post(result['reveal_data'], result.get('people_data')),
            subtype_id=self.env.ref('mail.mt_note').id
        )
        return lead
@@ -373,100 +349,19 @@ class CRMRevealRule(models.Model):
    # Methods responsible for format response data in to valid odoo lead data
    def _lead_vals_from_response(self, result):
        self.ensure_one()
-        reveal_data = result['reveal_data']
+        company_data = result['reveal_data']
        people_data = result.get('people_data')
-        country_id = self.env['res.country'].search([('code', '=', reveal_data['country_code'])]).id
-        website_url = 'https://www.%s' % reveal_data['domain'] if reveal_data['domain'] else False
-        lead_vals = {
-            # Lead vals from rule itself
-            'type': self.lead_type,
-            'team_id': self.team_id.id,
-            'tag_ids': [(6, 0, self.tag_ids.ids)],
+        lead_vals = self.env['crm.iap.lead.helpers'].lead_vals_from_response(self.lead_type, self.team_id.id, self.tag_ids.ids, self.user_id.id, company_data, people_data)
+
+        lead_vals.update({
            'priority': self.priority,
-            'user_id': self.user_id.id,
            'reveal_ip': result['ip'],
            'reveal_rule_id': self.id,
-            'reveal_id': result['clearbit_id'],
            'referred': 'Website Visitor',
-            # Lead vals from response
-            'name': reveal_data['name'],
            'reveal_iap_credits': result['credit'],
-            'partner_name': reveal_data['legal_name'] or reveal_data['name'],
-            'email_from': ",".join(reveal_data['email'] or []),
-            'phone': reveal_data['phone'] or (reveal_data['phone_numbers'] and reveal_data['phone_numbers'][0]) or '',
-            'website': website_url,
-            'street': reveal_data['location'],
-            'city': reveal_data['city'],
-            'zip': reveal_data['postal_code'],
-            'country_id': country_id,
-            'state_id': self._find_state_id(reveal_data['state_name'], reveal_data['state_code'], country_id),
-            'description': self._prepare_lead_description(reveal_data),
-        }
+        })

        if self.suffix:
            lead_vals['name'] = '%s - %s' % (lead_vals['name'], self.suffix)

-        # If type is people then add first contact in lead data
-        if people_data:
-            lead_vals.update({
-                'contact_name': people_data[0]['full_name'],
-                'email_from': people_data[0]['email'],
-                'function': people_data[0]['title'],
-            })
        return lead_vals
-
-    def _find_state_id(self, state_code, state_name, country_id):
-        state_id = self.env['res.country.state'].search([('code', '=', state_code), ('country_id', '=', country_id)])
-        if state_id:
-            return state_id.id
-        return False
-
-    def _prepare_lead_description(self, reveal_data):
-        description = ''
-        if reveal_data['sector']:
-            description += reveal_data['sector']
-        if reveal_data['website_title']:
-            description += '\n' + reveal_data['website_title']
-        if reveal_data['twitter_bio']:
-            description += '\n' + "Twitter Bio: " + reveal_data['twitter_bio']
-        if reveal_data['twitter_followers']:
-            description += ('\nTwitter %s followers, %s \n') % (reveal_data['twitter_followers'], reveal_data['twitter_location'] or '')
-
-        numbers = ['raised', 'market_cap', 'employees', 'estimated_annual_revenue']
-        millnames = ['', ' K', ' M', ' B', 'T']
-
-        def millify(n):
-            try:
-                n = float(n)
-                millidx = max(0, min(len(millnames) - 1, int(floor(0 if n == 0 else log10(abs(n)) / 3))))
-                return '{:.0f}{}'.format(n / 10**(3 * millidx), millnames[millidx])
-            except Exception:
-                return n
-
-        for key in numbers:
-            if reveal_data.get(key):
-                description += ' %s : %s,' % (key.replace('_', ' ').title(), millify(reveal_data[key]))
-        return description
-
-    def _format_data_for_message_post(self, result):
-        reveal_data = result['reveal_data']
-        people_data = result.get('people_data')
-        log_data = {
-            'twitter': reveal_data['twitter'],
-            'description': reveal_data['description'],
-            'logo': reveal_data['logo'],
-            'name': reveal_data['name'],
-            'phone_numbers': reveal_data['phone_numbers'],
-            'facebook': reveal_data['facebook'],
-            'linkedin': reveal_data['linkedin'],
-            'crunchbase': reveal_data['crunchbase'],
-            'tech': [t.replace('_', ' ').title() for t in reveal_data['tech']],
-            'people_data': people_data,
-        }
-        timezone = result['ip_time_zone'] or reveal_data['timezone']
-        if timezone:
-            log_data.update({
-                'timezone': timezone.replace('_', ' ').title(),
-                'timezone_url': reveal_data['timezone_url'],
-            })
-        return log_data
@@ -157,7 +157,9 @@
    <menuitem
        id="crm_reveal_rule_menu_action"
        action="crm_reveal_rule_action"
-        parent="crm.crm_menu_config" name="Visits to Leads"/>
+        parent="crm_iap_lead.crm_menu_lead_generation"
+        name="Visits to Leads"
+        sequence="5"/>

    <menuitem
        id="crm_reveal_view_menu_action"
@@ -1,11 +1,11 @@
 <?xml version="1.0" encoding="utf-8"?>
 <odoo>
    <record id="res_config_settings_view_form" model="ir.ui.view">
-        <field name="name">res.config.settings.view.form.inherit.crm.reveal</field>
+        <field name="name">res.config.settings.view.form.inherit.crm.iap.lead.website</field>
        <field name="model">res.config.settings</field>
        <field name="inherit_id" ref="crm.res_config_settings_view_form"/>
        <field name="arch" type="xml">
-            <div id="crm_reveal_settings" position="inside">
+            <div id="crm_iap_lead_website_settings" position="inside">
                <widget name="iap_buy_more_credits" service_name="reveal"/>
            </div>
        </field>
@@ -68,7 +68,7 @@ def jsonrpc(url, method='call', params=None, timeout=15):
            raise e
        return response.get('result')
    except (ValueError, requests.exceptions.ConnectionError, requests.exceptions.MissingSchema, requests.exceptions.Timeout, requests.exceptions.HTTPError) as e:
-        raise exceptions.AccessError('The url that this service requested returned an error. Please contact the author the app. The url it tried to contact was ' + url)
+        raise exceptions.AccessError('The url that this service requested returned an error. Please contact the author of the app. The url it tried to contact was ' + url)

 #----------------------------------------------------------
 # Helpers for proxy