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>
50 lines
2.0 KiB
Python
50 lines
2.0 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, _
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from odoo.tools import html2plaintext
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class MailChannel(models.Model):
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_inherit = 'mail.channel'
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def execute_command_lead(self, **kwargs):
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partner = self.env.user.partner_id
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key = kwargs['body']
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if key.strip() == '/lead':
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msg = _('Create a new lead (/lead lead title)')
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else:
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lead = self._convert_visitor_to_lead(partner, key)
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msg = _(
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'Created a new lead: %s',
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lead._get_html_link(),
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)
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self._send_transient_message(partner, msg)
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def _convert_visitor_to_lead(self, partner, key):
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""" Create a lead from channel /lead command
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:param partner: internal user partner (operator) that created the lead;
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:param key: operator input in chat ('/lead Lead about Product')
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"""
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# if public user is part of the chat: consider lead to be linked to an
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# anonymous user whatever the participants. Otherwise keep only share
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# partners (no user or portal user) to link to the lead.
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customers = self.env['res.partner']
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for customer in self.with_context(active_test=False).channel_partner_ids.filtered(lambda p: p != partner and p.partner_share):
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if customer.is_public:
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customers = self.env['res.partner']
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break
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else:
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customers |= customer
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utm_source = self.env.ref('crm_livechat.utm_source_livechat', raise_if_not_found=False)
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return self.env['crm.lead'].create({
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'name': html2plaintext(key[5:]),
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'partner_id': customers[0].id if customers else False,
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'user_id': False,
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'team_id': False,
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'description': self._get_channel_history(),
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'referred': partner.name,
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'source_id': utm_source and utm_source.id,
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})
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