Thibault FrançoisandThibault Delavallée
eca1b7aeaf
PURPOSE
All unassigned leads should be assigned to teams as soon as possible to ease
lead analysis.
Purpose of assign thresholds is to ensure sales people receive at least this
amount of leads within 30 days, counting lost and won leads. Giving them leads
regularly is also one goal of automatic assign.
SPECIFICATIONS
Counting every lead whatever its state may lead to an inconvenient situation.
If a salesman always reaches its maximum every days he will always receive the
number of lead he got 30 days ago. For example if the salesman goes in holidays
for few days and set the max to 0 he receives no lead during his vacation.
Then after a few days of assign he reaches its maximum and receive 0 leads
for a few days. This leads to having windows of leads that repeat themselves
every 30 days.
* Solution: do not limit at maximum capacity anymore. Compensation is voided
if limit is achieved. However asked assignment is done. Salesman could
receive more than its max capacity but 30 days window ensure old leads
are regularly going out of count.
``assignment_max`` is now more a mean target of leads to be assigned during
a 30 days window than a real maximum capacity. Field is renamed accordingly.
LINKS
Task ID-2444908 (assign fixes)
Task ID-2489951 (assign process improvements)
COM PR odoo/odoo#70172
X-original-commit: 3d1841f26ce64f0106122e48750d2c653ea9790f
Co-authored-by: Thibault François <tfr@odoo.com>
Co-authored-by: Thibault Delavallée <tde@odoo.com>
607 lines
29 KiB
Python
607 lines
29 KiB
Python
# -*- coding: utf-8 -*-
|
|
# Part of Odoo. See LICENSE file for full copyright and licensing details.
|
|
|
|
import datetime
|
|
import logging
|
|
import random
|
|
import threading
|
|
|
|
from ast import literal_eval
|
|
|
|
from odoo import api, exceptions, fields, models, _
|
|
from odoo.osv import expression
|
|
from odoo.tools.safe_eval import safe_eval
|
|
|
|
_logger = logging.getLogger(__name__)
|
|
|
|
|
|
class Team(models.Model):
|
|
_name = 'crm.team'
|
|
_inherit = ['mail.alias.mixin', 'crm.team']
|
|
_description = 'Sales Team'
|
|
|
|
use_leads = fields.Boolean('Leads', help="Check this box to filter and qualify incoming requests as leads before converting them into opportunities and assigning them to a salesperson.")
|
|
use_opportunities = fields.Boolean('Pipeline', default=True, help="Check this box to manage a presales process with opportunities.")
|
|
alias_id = fields.Many2one(
|
|
'mail.alias', string='Alias', ondelete="restrict", required=True,
|
|
help="The email address associated with this channel. New emails received will automatically create new leads assigned to the channel.")
|
|
# assignment
|
|
assignment_enabled = fields.Boolean('Lead Assign', compute='_compute_assignment_enabled')
|
|
assignment_auto_enabled = fields.Boolean('Auto Assignment', compute='_compute_assignment_enabled')
|
|
assignment_optout = fields.Boolean('Skip auto assignment')
|
|
assignment_max = fields.Integer(
|
|
'Lead Average Capacity', compute='_compute_assignment_max',
|
|
help='Monthly average leads capacity for all salesmen belonging to the team')
|
|
assignment_domain = fields.Char(
|
|
'Assignment Domain', tracking=True,
|
|
help='Additional filter domain when fetching unassigned leads to allocate to the team.')
|
|
# statistics about leads / opportunities / both
|
|
lead_unassigned_count = fields.Integer(
|
|
string='# Unassigned Leads', compute='_compute_lead_unassigned_count')
|
|
lead_all_assigned_month_count = fields.Integer(
|
|
string='# Leads/Opps assigned this month', compute='_compute_lead_all_assigned_month_count',
|
|
help="Number of leads and opportunities assigned this last month.")
|
|
opportunities_count = fields.Integer(
|
|
string='# Opportunities', compute='_compute_opportunities_data')
|
|
opportunities_amount = fields.Monetary(
|
|
string='Opportunities Revenues', compute='_compute_opportunities_data')
|
|
opportunities_overdue_count = fields.Integer(
|
|
string='# Overdue Opportunities', compute='_compute_opportunities_overdue_data')
|
|
opportunities_overdue_amount = fields.Monetary(
|
|
string='Overdue Opportunities Revenues', compute='_compute_opportunities_overdue_data',)
|
|
# alias: improve fields coming from _inherits, use inherited to avoid replacing them
|
|
alias_user_id = fields.Many2one(
|
|
'res.users', related='alias_id.alias_user_id', readonly=False, inherited=True,
|
|
domain=lambda self: [('groups_id', 'in', self.env.ref('sales_team.group_sale_salesman_all_leads').id)])
|
|
|
|
@api.depends('crm_team_member_ids.assignment_max')
|
|
def _compute_assignment_max(self):
|
|
for team in self:
|
|
team.assignment_max = sum(member.assignment_max for member in team.crm_team_member_ids)
|
|
|
|
def _compute_assignment_enabled(self):
|
|
assign_enabled = self.env['ir.config_parameter'].sudo().get_param('crm.lead.auto.assignment', False)
|
|
auto_assign_enabled = False
|
|
if assign_enabled:
|
|
assign_cron = self.sudo().env.ref('crm.ir_cron_crm_lead_assign', raise_if_not_found=False)
|
|
auto_assign_enabled = assign_cron.active if assign_cron else False
|
|
self.assignment_enabled = assign_enabled
|
|
self.assignment_auto_enabled = auto_assign_enabled
|
|
|
|
def _compute_lead_unassigned_count(self):
|
|
leads_data = self.env['crm.lead'].read_group([
|
|
('team_id', 'in', self.ids),
|
|
('type', '=', 'lead'),
|
|
('user_id', '=', False),
|
|
], ['team_id'], ['team_id'])
|
|
counts = {datum['team_id'][0]: datum['team_id_count'] for datum in leads_data}
|
|
for team in self:
|
|
team.lead_unassigned_count = counts.get(team.id, 0)
|
|
|
|
@api.depends('crm_team_member_ids.lead_month_count')
|
|
def _compute_lead_all_assigned_month_count(self):
|
|
for team in self:
|
|
team.lead_all_assigned_month_count = sum(member.lead_month_count for member in team.crm_team_member_ids)
|
|
|
|
def _compute_opportunities_data(self):
|
|
opportunity_data = self.env['crm.lead'].read_group([
|
|
('team_id', 'in', self.ids),
|
|
('probability', '<', 100),
|
|
('type', '=', 'opportunity'),
|
|
], ['expected_revenue:sum', 'team_id'], ['team_id'])
|
|
counts = {datum['team_id'][0]: datum['team_id_count'] for datum in opportunity_data}
|
|
amounts = {datum['team_id'][0]: datum['expected_revenue'] for datum in opportunity_data}
|
|
for team in self:
|
|
team.opportunities_count = counts.get(team.id, 0)
|
|
team.opportunities_amount = amounts.get(team.id, 0)
|
|
|
|
def _compute_opportunities_overdue_data(self):
|
|
opportunity_data = self.env['crm.lead'].read_group([
|
|
('team_id', 'in', self.ids),
|
|
('probability', '<', 100),
|
|
('type', '=', 'opportunity'),
|
|
('date_deadline', '<', fields.Date.to_string(fields.Datetime.now()))
|
|
], ['expected_revenue', 'team_id'], ['team_id'])
|
|
counts = {datum['team_id'][0]: datum['team_id_count'] for datum in opportunity_data}
|
|
amounts = {datum['team_id'][0]: (datum['expected_revenue']) for datum in opportunity_data}
|
|
for team in self:
|
|
team.opportunities_overdue_count = counts.get(team.id, 0)
|
|
team.opportunities_overdue_amount = amounts.get(team.id, 0)
|
|
|
|
@api.onchange('use_leads', 'use_opportunities')
|
|
def _onchange_use_leads_opportunities(self):
|
|
if not self.use_leads and not self.use_opportunities:
|
|
self.alias_name = False
|
|
|
|
@api.constrains('assignment_domain')
|
|
def _constrains_assignment_domain(self):
|
|
for team in self:
|
|
try:
|
|
domain = literal_eval(team.assignment_domain or '[]')
|
|
if domain:
|
|
self.env['crm.lead'].search(domain, limit=1)
|
|
except Exception:
|
|
raise exceptions.ValidationError(_('Assignment domain for team %(team)s is incorrectly formatted', team=team.name))
|
|
|
|
# ------------------------------------------------------------
|
|
# ORM
|
|
# ------------------------------------------------------------
|
|
|
|
def write(self, vals):
|
|
result = super(Team, self).write(vals)
|
|
if 'use_leads' in vals or 'use_opportunities' in vals:
|
|
for team in self:
|
|
alias_vals = team._alias_get_creation_values()
|
|
team.write({
|
|
'alias_name': alias_vals.get('alias_name', team.alias_name),
|
|
'alias_defaults': alias_vals.get('alias_defaults'),
|
|
})
|
|
return result
|
|
|
|
# ------------------------------------------------------------
|
|
# MESSAGING
|
|
# ------------------------------------------------------------
|
|
|
|
def _alias_get_creation_values(self):
|
|
values = super(Team, self)._alias_get_creation_values()
|
|
values['alias_model_id'] = self.env['ir.model']._get('crm.lead').id
|
|
if self.id:
|
|
if not self.use_leads and not self.use_opportunities:
|
|
values['alias_name'] = False
|
|
values['alias_defaults'] = defaults = literal_eval(self.alias_defaults or "{}")
|
|
has_group_use_lead = self.env.user.has_group('crm.group_use_lead')
|
|
defaults['type'] = 'lead' if has_group_use_lead and self.use_leads else 'opportunity'
|
|
defaults['team_id'] = self.id
|
|
return values
|
|
|
|
# ------------------------------------------------------------
|
|
# LEAD ASSIGNMENT
|
|
# ------------------------------------------------------------
|
|
|
|
@api.model
|
|
def _cron_assign_leads(self, work_days=None):
|
|
""" Cron method assigning leads. Leads are allocated to all teams and
|
|
assigned to their members. It is based on either cron configuration
|
|
either forced through ``work_days`` parameter.
|
|
|
|
When based on cron configuration purpose of cron is to assign leads to
|
|
sales persons. Assigned workload is set to the workload those sales
|
|
people should perform between two cron iterations. If their maximum
|
|
capacity is reached assign process will not assign them any more lead.
|
|
|
|
e.g. cron is active with interval_number 3, interval_type days. This
|
|
means cron runs every 3 days. Cron will assign leads for 3 work days
|
|
to salespersons each 3 days unless their maximum capacity is reached.
|
|
|
|
If cron runs on an hour- or minute-based schedule minimum assignment
|
|
performed is equivalent to 0.2 workdays to avoid rounding issues.
|
|
Max assignment performed is for 30 days as it is better to run more
|
|
often than planning for more than one month. Assign process is best
|
|
designed to run every few hours (~4 times / day) or each few days.
|
|
|
|
See ``CrmTeam.action_assign_leads()`` and its sub methods for more
|
|
details about assign process.
|
|
|
|
:param float work_days: see ``CrmTeam.action_assign_leads()``;
|
|
"""
|
|
assign_cron = self.sudo().env.ref('crm.ir_cron_crm_lead_assign', raise_if_not_found=False)
|
|
if not work_days and assign_cron and assign_cron.active:
|
|
if assign_cron.interval_type == 'months':
|
|
work_days = 30 # maximum one month of work
|
|
elif assign_cron.interval_type == 'weeks':
|
|
work_days = min(30, assign_cron.interval_number * 7) # max at 30 (better lead repartition)
|
|
elif assign_cron.interval_type == 'days':
|
|
work_days = min(30, assign_cron.interval_number * 1) # max at 30 (better lead repartition)
|
|
elif assign_cron.interval_type == 'hours':
|
|
work_days = max(0.2, assign_cron.interval_number / 24) # min at 0.2 to avoid small numbers issues
|
|
elif assign_cron.interval_type == 'minutes':
|
|
work_days = max(0.2, assign_cron.interval_number / 1440) # min at 0.2 to avoid small numbers issues
|
|
work_days = work_days if work_days else 1 # avoid void values
|
|
self.env['crm.team'].search([
|
|
'&', '|', ('use_leads', '=', True), ('use_opportunities', '=', True),
|
|
('assignment_optout', '=', False)
|
|
])._action_assign_leads(work_days=work_days)
|
|
return True
|
|
|
|
def action_assign_leads(self, work_days=1, log=True):
|
|
""" Manual (direct) leads assignment. This method both
|
|
|
|
* assigns leads to teams given by self;
|
|
* assigns leads to salespersons belonging to self;
|
|
|
|
See sub methods for more details about assign process.
|
|
|
|
:param float work_days: number of work days to consider when assigning leads
|
|
to teams or salespersons. We consider that Member.assignment_max (or
|
|
its equivalent on team model) targets 30 work days. We make a ratio
|
|
between expected number of work days and maximum assignment for those
|
|
30 days to know lead count to assign.
|
|
|
|
:return action: a client notification giving some insights on assign
|
|
process;
|
|
"""
|
|
teams_data, members_data = self._action_assign_leads(work_days=work_days)
|
|
|
|
# format result messages
|
|
logs = self._action_assign_leads_logs(teams_data, members_data)
|
|
html_message = '<br />'.join(logs)
|
|
notif_message = ' '.join(logs)
|
|
|
|
# log a note in case of manual assign (as this method will mainly be called
|
|
# on singleton record set, do not bother doing a specific message per team)
|
|
log_action = _("Lead Assignment requested by %(user_name)s", user_name=self.env.user.name)
|
|
log_message = "<p>%s<br /><br />%s</p>" % (log_action, html_message)
|
|
self._message_log_batch(bodies=dict((team.id, log_message) for team in self))
|
|
|
|
return {
|
|
'type': 'ir.actions.client',
|
|
'tag': 'display_notification',
|
|
'params': {
|
|
'type': 'success',
|
|
'title': _("Leads Assigned"),
|
|
'message': notif_message,
|
|
'next': {
|
|
'type': 'ir.actions.act_window_close'
|
|
},
|
|
}
|
|
}
|
|
|
|
def _action_assign_leads(self, work_days=1):
|
|
""" Private method for lead assignment. This method both
|
|
|
|
* assigns leads to teams given by self;
|
|
* assigns leads to salespersons belonging to self;
|
|
|
|
See sub methods for more details about assign process.
|
|
|
|
:param float work_days: see ``CrmTeam.action_assign_leads()``;
|
|
|
|
:return teams_data, members_data: structure-based result of assignment
|
|
process. For more details about data see ``CrmTeam._allocate_leads()``
|
|
and ``CrmTeamMember._assign_and_convert_leads``;
|
|
"""
|
|
if not self.env.user.has_group('sales_team.group_sale_manager') and not self.env.user.has_group('base.group_system'):
|
|
raise exceptions.UserError(_('Lead/Opportunities automatic assignment is limited to managers or administrators'))
|
|
|
|
_logger.info('### START Lead Assignment (%d teams, %d sales persons, %.2f work_days)', len(self), len(self.crm_team_member_ids), work_days)
|
|
teams_data = self._allocate_leads(work_days=work_days)
|
|
_logger.info('### Team repartition done. Starting salesmen assignment.')
|
|
members_data = self.crm_team_member_ids._assign_and_convert_leads(work_days=work_days)
|
|
_logger.info('### END Lead Assignment')
|
|
return teams_data, members_data
|
|
|
|
def _action_assign_leads_logs(self, teams_data, members_data):
|
|
""" Tool method to prepare notification about assignment process result.
|
|
|
|
:param teams_data: see ``CrmTeam._allocate_leads()``;
|
|
:param members_data: see ``CrmTeamMember._assign_and_convert_leads()``;
|
|
|
|
:return list: list of formatted logs, ready to be formatted into a nice
|
|
plaintext or html message at caller's will
|
|
"""
|
|
# extract some statistics
|
|
assigned = sum(len(teams_data[team]['assigned']) + len(teams_data[team]['merged']) for team in self)
|
|
duplicates = sum(len(teams_data[team]['duplicates']) for team in self)
|
|
members = len(members_data)
|
|
members_assigned = sum(len(member_data['assigned']) for member_data in members_data.values())
|
|
|
|
# format user notification
|
|
message_parts = []
|
|
# 1- duplicates removal
|
|
if duplicates:
|
|
message_parts.append(_("%(duplicates)s duplicates leads have been merged.",
|
|
duplicates=duplicates))
|
|
|
|
# 2- nothing assigned at all
|
|
if not assigned and not members_assigned:
|
|
if len(self) == 1:
|
|
if not self.assignment_max:
|
|
message_parts.append(
|
|
_("No allocated leads to %(team_name)s team because it has no capacity. Add capacity to its salespersons.",
|
|
team_name=self.name))
|
|
else:
|
|
message_parts.append(
|
|
_("No allocated leads to %(team_name)s team and its salespersons because no unassigned lead matches its domain.",
|
|
team_name=self.name))
|
|
else:
|
|
message_parts.append(
|
|
_("No allocated leads to any team or salesperson. Check your Sales Teams and Salespersons configuration as well as unassigned leads."))
|
|
|
|
# 3- team allocation
|
|
if not assigned and members_assigned:
|
|
if len(self) == 1:
|
|
message_parts.append(
|
|
_("No new lead allocated to %(team_name)s team because no unassigned lead matches its domain.",
|
|
team_name=self.name))
|
|
else:
|
|
message_parts.append(_("No new lead allocated to the teams because no lead match their domains."))
|
|
elif assigned:
|
|
if len(self) == 1:
|
|
message_parts.append(
|
|
_("%(assigned)s leads allocated to %(team_name)s team.",
|
|
assigned=assigned, team_name=self.name))
|
|
else:
|
|
message_parts.append(
|
|
_("%(assigned)s leads allocated among %(team_count)s teams.",
|
|
assigned=assigned, team_count=len(self)))
|
|
|
|
# 4- salespersons assignment
|
|
if not members_assigned and assigned:
|
|
message_parts.append(
|
|
_("No lead assigned to salespersons because no unassigned lead matches their domains."))
|
|
elif members_assigned:
|
|
message_parts.append(
|
|
_("%(members_assigned)s leads assigned among %(member_count)s salespersons.",
|
|
members_assigned=members_assigned, member_count=members))
|
|
|
|
return message_parts
|
|
|
|
def _allocate_leads(self, work_days=1):
|
|
""" Allocate leads to teams given by self. This method sets ``team_id``
|
|
field on lead records that are unassigned (no team and no responsible).
|
|
No salesperson is assigned in this process. Its purpose is simply to
|
|
allocate leads within teams.
|
|
|
|
This process allocates all available leads on teams weighted by their
|
|
maximum assignment by month that indicates their relative workload.
|
|
|
|
Heuristic of this method is the following:
|
|
* find unassigned leads for each team, aka leads being
|
|
* without team, without user -> not assigned;
|
|
* not in a won stage, and not having False/0 (lost) or 100 (won)
|
|
probability) -> live leads;
|
|
* if set, a delay after creation can be applied (see BUNDLE_HOURS_DELAY)
|
|
parameter explanations here below;
|
|
* matching the team's assignment domain (empty means
|
|
everything);
|
|
|
|
* assign a weight to each team based on their assignment_max that
|
|
indicates their relative workload;
|
|
|
|
* pick a random team using a weighted random choice and find a lead
|
|
to assign:
|
|
|
|
* remove already assigned leads from the available leads. If there
|
|
is not any lead spare to assign, remove team from active teams;
|
|
* pick the first lead and set the current team;
|
|
* when setting a team on leads, leads are also merged with their
|
|
duplicates. Purpose is to clean database and avoid assigning
|
|
duplicates to same or different teams;
|
|
* add lead and its duplicates to already assigned leads;
|
|
|
|
* pick another random team until their is no more leads to assign
|
|
to any team;
|
|
|
|
This process ensure that teams having overlapping domains will all
|
|
receive leads as lead allocation is done one lead at a time. This
|
|
allocation will be proportional to their size (assignment of their
|
|
members).
|
|
|
|
:config int crm.assignment.bundle: deprecated
|
|
:config int crm.assignment.commit.bundle: optional config parameter allowing
|
|
to set size of lead batch to be committed together. By default 100
|
|
which is a good trade-off between transaction time and speed
|
|
:config int crm.assignment.delay: optional config parameter giving a
|
|
delay before taking a lead into assignment process (BUNDLE_HOURS_DELAY)
|
|
given in hours. Purpose if to allow other crons or automated actions
|
|
to make their job. This option is mainly historic as its purpose was
|
|
to let automated actions prepare leads and score before PLS was added
|
|
into CRM. This is now not required anymore but still supported;
|
|
|
|
:param float work_days: see ``CrmTeam.action_assign_leads()``;
|
|
|
|
:return teams_data: dict() with each team assignment result:
|
|
team: {
|
|
'assigned': set of lead IDs directly assigned to the team (no
|
|
duplicate or merged found);
|
|
'merged': set of lead IDs merged and assigned to the team (main
|
|
leads being results of merge process);
|
|
'duplicates': set of lead IDs found as duplicates and merged into
|
|
other leads. Those leads are unlinked during assign process and
|
|
are already removed at return of this method;
|
|
}, ...
|
|
"""
|
|
if work_days < 0.2 or work_days > 30:
|
|
raise ValueError(
|
|
_('Leads team allocation should be done for at least 0.2 or maximum 30 work days, not %.2f.', work_days)
|
|
)
|
|
|
|
BUNDLE_HOURS_DELAY = int(self.env['ir.config_parameter'].sudo().get_param('crm.assignment.delay', default=0))
|
|
BUNDLE_COMMIT_SIZE = int(self.env['ir.config_parameter'].sudo().get_param('crm.assignment.commit.bundle', 100))
|
|
auto_commit = not getattr(threading.currentThread(), 'testing', False)
|
|
|
|
# leads
|
|
max_create_dt = fields.Datetime.now() - datetime.timedelta(hours=BUNDLE_HOURS_DELAY)
|
|
duplicates_lead_cache = dict()
|
|
|
|
# teams data
|
|
teams_data, population, weights = dict(), list(), list()
|
|
for team in self:
|
|
if not team.assignment_max:
|
|
continue
|
|
|
|
lead_domain = expression.AND([
|
|
literal_eval(team.assignment_domain or '[]'),
|
|
[('create_date', '<', max_create_dt)],
|
|
['&', ('team_id', '=', False), ('user_id', '=', False)],
|
|
['|', ('stage_id', '=', False), ('stage_id.is_won', '=', False)]
|
|
])
|
|
|
|
leads = self.env["crm.lead"].search(lead_domain)
|
|
# Fill duplicate cache: search for duplicate lead before the assignation
|
|
# avoid to flush during the search at every assignation
|
|
for lead in leads:
|
|
if lead not in duplicates_lead_cache:
|
|
duplicates_lead_cache[lead] = lead._get_lead_duplicates(email=lead.email_from)
|
|
|
|
teams_data[team] = {
|
|
"team": team,
|
|
"leads": leads,
|
|
"assigned": set(),
|
|
"merged": set(),
|
|
"duplicates": set(),
|
|
}
|
|
population.append(team)
|
|
weights.append(team.assignment_max)
|
|
|
|
# assignment process data
|
|
global_data = dict(assigned=set(), merged=set(), duplicates=set())
|
|
leads_done_ids, lead_unlink_ids, counter = set(), set(), 0
|
|
while population:
|
|
counter += 1
|
|
team = random.choices(population, weights=weights, k=1)[0]
|
|
|
|
# filter remaining leads, remove team if no more leads for it
|
|
teams_data[team]["leads"] = teams_data[team]["leads"].filtered(lambda l: l.id not in leads_done_ids)
|
|
if not teams_data[team]["leads"]:
|
|
population_index = population.index(team)
|
|
population.pop(population_index)
|
|
weights.pop(population_index)
|
|
continue
|
|
|
|
# assign + deduplicate and concatenate results in teams_data to keep some history
|
|
candidate_lead = teams_data[team]["leads"][0]
|
|
assign_res = team._allocate_leads_deduplicate(candidate_lead, duplicates_cache=duplicates_lead_cache)
|
|
for key in ('assigned', 'merged', 'duplicates'):
|
|
teams_data[team][key].update(assign_res[key])
|
|
leads_done_ids.update(assign_res[key])
|
|
global_data[key].update(assign_res[key])
|
|
lead_unlink_ids.update(assign_res['duplicates'])
|
|
|
|
# auto-commit except in testing mode. As this process may be time consuming or we
|
|
# may encounter errors, already commit what is allocated to avoid endless cron loops.
|
|
if auto_commit and counter % BUNDLE_COMMIT_SIZE == 0:
|
|
# unlink duplicates once
|
|
self.env['crm.lead'].browse(lead_unlink_ids).unlink()
|
|
lead_unlink_ids = set()
|
|
self._cr.commit()
|
|
|
|
# unlink duplicates once
|
|
self.env['crm.lead'].browse(lead_unlink_ids).unlink()
|
|
|
|
if auto_commit:
|
|
self._cr.commit()
|
|
|
|
# some final log
|
|
_logger.info('## Assigned %s leads', (len(global_data['assigned']) + len(global_data['merged'])))
|
|
for team, team_data in teams_data.items():
|
|
_logger.info(
|
|
'## Assigned %s leads to team %s',
|
|
len(team_data['assigned']) + len(team_data['merged']), team.id)
|
|
_logger.info(
|
|
'\tLeads: direct assign %s / merge result %s / duplicates merged: %s',
|
|
team_data['assigned'], team_data['merged'], team_data['duplicates'])
|
|
return teams_data
|
|
|
|
def _allocate_leads_deduplicate(self, leads, duplicates_cache=None):
|
|
""" Assign leads to sales team given by self by calling lead tool
|
|
method _handle_salesmen_assignment. In this method we deduplicate leads
|
|
allowing to reduce number of resulting leads before assigning them
|
|
to salesmen.
|
|
|
|
:param leads: recordset of leads to assign to current team;
|
|
:param duplicates_cache: if given, avoid to perform a duplicate search
|
|
and fetch information in it instead;
|
|
"""
|
|
self.ensure_one()
|
|
duplicates_cache = duplicates_cache if duplicates_cache is not None else dict()
|
|
|
|
# classify leads
|
|
leads_assigned = self.env['crm.lead'] # direct team assign
|
|
leads_done_ids, leads_merged_ids, leads_dup_ids = set(), set(), set() # classification
|
|
leads_dups_dict = dict() # lead -> its duplicate
|
|
for lead in leads:
|
|
if lead.id not in leads_done_ids:
|
|
|
|
# fill cache if not already done
|
|
if lead not in duplicates_cache:
|
|
duplicates_cache[lead] = lead._get_lead_duplicates(email=lead.email_from)
|
|
lead_duplicates = duplicates_cache[lead]
|
|
|
|
if len(lead_duplicates) > 1:
|
|
leads_dups_dict[lead] = lead_duplicates
|
|
leads_done_ids.update((lead + lead_duplicates).ids)
|
|
else:
|
|
leads_assigned += lead
|
|
leads_done_ids.add(lead.id)
|
|
|
|
# assign team to direct assign (leads_assigned) + dups keys (to ensure their team
|
|
# if they are elected master of merge process)
|
|
dups_to_assign = [lead for lead in leads_dups_dict]
|
|
leads_assigned.union(*dups_to_assign)._handle_salesmen_assignment(user_ids=None, team_id=self.id)
|
|
|
|
for lead in leads.filtered(lambda lead: lead in leads_dups_dict):
|
|
lead_duplicates = leads_dups_dict[lead]
|
|
merged = lead_duplicates._merge_opportunity(user_id=False, team_id=False, auto_unlink=False, max_length=0)
|
|
leads_dup_ids.update((lead_duplicates - merged).ids)
|
|
leads_merged_ids.add(merged.id)
|
|
|
|
return {
|
|
'assigned': set(leads_assigned.ids),
|
|
'merged': leads_merged_ids,
|
|
'duplicates': leads_dup_ids,
|
|
}
|
|
|
|
# ------------------------------------------------------------
|
|
# ACTIONS
|
|
# ------------------------------------------------------------
|
|
|
|
#TODO JEM : refactor this stuff with xml action, proper customization,
|
|
@api.model
|
|
def action_your_pipeline(self):
|
|
action = self.env["ir.actions.actions"]._for_xml_id("crm.crm_lead_action_pipeline")
|
|
user_team_id = self.env.user.sale_team_id.id
|
|
if user_team_id:
|
|
# To ensure that the team is readable in multi company
|
|
user_team_id = self.search([('id', '=', user_team_id)], limit=1).id
|
|
else:
|
|
user_team_id = self.search([], limit=1).id
|
|
action['help'] = _("""<p class='o_view_nocontent_smiling_face'>Add new opportunities</p><p>
|
|
Looks like you are not a member of a Sales Team. You should add yourself
|
|
as a member of one of the Sales Team.
|
|
</p>""")
|
|
if user_team_id:
|
|
action['help'] += "<p>As you don't belong to any Sales Team, Odoo opens the first one by default.</p>"
|
|
|
|
action_context = safe_eval(action['context'], {'uid': self.env.uid})
|
|
if user_team_id:
|
|
action_context['default_team_id'] = user_team_id
|
|
|
|
action['context'] = action_context
|
|
return action
|
|
|
|
def _compute_dashboard_button_name(self):
|
|
super(Team, self)._compute_dashboard_button_name()
|
|
team_with_pipelines = self.filtered(lambda el: el.use_opportunities)
|
|
team_with_pipelines.update({'dashboard_button_name': _("Pipeline")})
|
|
|
|
def action_primary_channel_button(self):
|
|
if self.use_opportunities:
|
|
return self.env["ir.actions.actions"]._for_xml_id("crm.crm_case_form_view_salesteams_opportunity")
|
|
return super(Team,self).action_primary_channel_button()
|
|
|
|
def _graph_get_model(self):
|
|
if self.use_opportunities:
|
|
return 'crm.lead'
|
|
return super(Team,self)._graph_get_model()
|
|
|
|
def _graph_date_column(self):
|
|
if self.use_opportunities:
|
|
return 'create_date'
|
|
return super(Team,self)._graph_date_column()
|
|
|
|
def _graph_y_query(self):
|
|
if self.use_opportunities:
|
|
return 'count(*)'
|
|
return super(Team,self)._graph_y_query()
|
|
|
|
def _extra_sql_conditions(self):
|
|
if self.use_opportunities:
|
|
return "AND type LIKE 'opportunity'"
|
|
return super(Team,self)._extra_sql_conditions()
|
|
|
|
def _graph_title_and_key(self):
|
|
if self.use_opportunities:
|
|
return ['', _('New Opportunities')] # no more title
|
|
return super(Team, self)._graph_title_and_key()
|