Aurélien WarnonandPatrick Hoste
b0991dc110
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>
66 lines
2.6 KiB
Python
66 lines
2.6 KiB
Python
# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from odoo import _, models, fields
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class ChatbotScriptStep(models.Model):
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_inherit = 'chatbot.script.step'
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step_type = fields.Selection(
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selection_add=[('create_lead', 'Create Lead')], ondelete={'create_lead': 'cascade'})
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crm_team_id = fields.Many2one(
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'crm.team', string='Sales Team', ondelete='set null',
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help="Used in combination with 'create_lead' step type in order to automatically "
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"assign the created lead/opportunity to the defined team")
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def _chatbot_crm_prepare_lead_values(self, mail_channel, description):
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return {
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'description': description + mail_channel._get_channel_history(),
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'name': _("%s's New Lead", self.chatbot_script_id.title),
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'source_id': self.chatbot_script_id.source_id.id,
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'team_id': self.crm_team_id.id,
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'type': 'lead' if self.crm_team_id.use_leads else 'opportunity',
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'user_id': False,
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}
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def _process_step(self, mail_channel):
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self.ensure_one()
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posted_message = super()._process_step(mail_channel)
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if self.step_type == 'create_lead':
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self._process_step_create_lead(mail_channel)
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return posted_message
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def _process_step_create_lead(self, mail_channel):
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""" When reaching a 'create_lead' step, we extract the relevant information: visitor's
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email, phone and conversation history to create a crm.lead.
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We use the email and phone to update the environment partner's information (if not a public
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user) if they differ from the current values.
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The whole conversation history will be saved into the lead's description for reference.
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This also allows having a question of type 'free_input_multi' to let the visitor explain
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his interest / needs before creating the lead. """
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customer_values = self._chatbot_prepare_customer_values(
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mail_channel, create_partner=False, update_partner=True)
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if self.env.user._is_public():
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create_values = {
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'email_from': customer_values['email'],
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'phone': customer_values['phone'],
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}
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else:
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partner = self.env.user.partner_id
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create_values = {
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'partner_id': partner.id,
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'company_id': partner.company_id.id,
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}
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create_values.update(self._chatbot_crm_prepare_lead_values(
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mail_channel, customer_values['description']))
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self.env['crm.lead'].create(create_values)
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