PURPOSE
This commits adds a special step_type on the chatbot.script.steps that allows
creating a crm.lead when reaching it.
SPECS
In addition, we let the end user configure in which crm.team that lead will
land upon being created, making it possible to sort your leads based on
previous questions.
e.g: "In which country do you live"
And based on the answer, you assign to a different sales.team.
This commit comes with the necessary business code to make this feature work
as well as some extra testing methods that ensure it is correctly implemented.
Task-2030386
Part-of: odoo/odoo#84000
Co-authored-by: Patrick Hoste <pko@odoo.com>
Co-authored-by: Aurélien Warnon <awa@odoo.com>
When chatting with visitors, operator may use /lead command to directly create
a lead from discussion. That way commercial discussion can follow visitors
inquiries.
Anonymous (public) users may be part of channels, notably since f5fe11cf1e.
In that case we don't want new leads to be associated with those users. Indeed
* they are not real users, just technical users for website / frontend;
* merge processes may think all leads having public users as customer are
duplicates and should be merged, which means loosing information and
leads;
We therefore set the following heuristics
* if a public user is member of a channel -> consider this is a livechat
with an anonymous and set customer_id to False;
* otherwise try to find a share partner in channel members and link the lead
to that partner;
Task ID-2389564
closesodoo/odoo#62192
X-original-commit: 7fbeda3f7d92fa501c2752c873be2255697f5d97
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
