Before this commit it was not possible to enrich leads manually as only a cron enriches leads. It is considered as sub optimal since people would like to do it manually on some leads and not activate it only for all leads, using a cron. After this commit an option is added in CRM settings to choose the type of enrichment: either manual, either automatic. In manual mode, a button appears on the lead to enrich if certain conditions are met (email_adress present, not already enriched,...). It also deactivates the enrich cron. In automatic mode, the button on lead is not displayed and the cron is activated. A config parameter is defined in CRM as it is requested to be able to configure it directly in CRM without having to first install the app then configure it. A post install hook to synchronize cron status with config parameter is therefore required. FP/AJU request Task 2075817 closes odoo/odoo#37367 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
102 lines
5.5 KiB
Python
102 lines
5.5 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 api, fields, models
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from datetime import date
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class ResConfigSettings(models.TransientModel):
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_inherit = 'res.config.settings'
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crm_alias_prefix = fields.Char('Default Alias Name for Leads')
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generate_lead_from_alias = fields.Boolean('Manual Assignation of Emails', config_parameter='crm.generate_lead_from_alias')
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group_use_lead = fields.Boolean(string="Leads", implied_group='crm.group_use_lead')
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module_crm_iap_lead = fields.Boolean("Generate new leads based on their country, industries, size, etc.")
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module_crm_iap_lead_website = fields.Boolean("Create Leads/Opportunities from your website's traffic")
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module_crm_iap_lead_enrich = fields.Boolean("Enrich your leads automatically with company data based on their email address.")
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lead_enrich_auto = fields.Selection([
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('manual', 'Enrich leads on demand only'),
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('auto', 'Enrich all leads automatically'),
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], string='Enrich lead automatically', default='manual', config_parameter='crm.iap.lead.enrich.setting')
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lead_mining_in_pipeline = fields.Boolean("Create a lead mining request directly from the opportunity pipeline.", config_parameter='crm.lead_mining_in_pipeline')
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predictive_lead_scoring_start_date = fields.Date(string='Lead Scoring Starting Date', compute="_compute_pls_start_date", inverse="_inverse_pls_start_date_str")
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predictive_lead_scoring_start_date_str = fields.Char(string='Lead Scoring Starting Date in String', config_parameter='crm.pls_start_date')
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predictive_lead_scoring_fields = fields.Many2many('crm.lead.scoring.frequency.field', string='Lead Scoring Frequency Fields', compute="_compute_pls_fields", inverse="_inverse_pls_fields_str")
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predictive_lead_scoring_fields_str = fields.Char(string='Lead Scoring Frequency Fields in String', config_parameter='crm.pls_fields')
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def _find_default_lead_alias_id(self):
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alias = self.env.ref('crm.mail_alias_lead_info', False)
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if not alias:
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alias = self.env['mail.alias'].search([
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('alias_model_id.model', '=', 'crm.lead'),
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('alias_force_thread_id', '=', False),
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('alias_parent_model_id.model', '=', 'crm.team'),
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('alias_parent_thread_id', '=', False),
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('alias_defaults', '=', '{}')
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], limit=1)
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return alias
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@api.depends('predictive_lead_scoring_fields_str')
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def _compute_pls_fields(self):
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""" As config_parameters does not accept m2m field,
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we get the fields back from the Char config field, to ease the configuration in config panel """
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for setting in self:
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if setting.predictive_lead_scoring_fields_str:
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names = setting.predictive_lead_scoring_fields_str.split(',')
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fields = self.env['ir.model.fields'].search([('name', 'in', names), ('model', '=', 'crm.lead')])
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setting.predictive_lead_scoring_fields = self.env['crm.lead.scoring.frequency.field'].search([('field_id', 'in', fields.ids)])
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else:
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setting.predictive_lead_scoring_fields = None
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def _inverse_pls_fields_str(self):
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""" As config_parameters does not accept m2m field,
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we store the fields with a comma separated string into a Char config field """
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for setting in self:
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if setting.predictive_lead_scoring_fields:
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setting.predictive_lead_scoring_fields_str = ','.join(setting.predictive_lead_scoring_fields.mapped('field_id.name'))
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else:
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setting.predictive_lead_scoring_fields_str = ''
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@api.depends('predictive_lead_scoring_start_date_str')
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def _compute_pls_start_date(self):
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""" As config_parameters does not accept Date field,
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we get the date back from the Char config field, to ease the configuration in config panel """
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for setting in self:
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setting.predictive_lead_scoring_start_date = fields.Date.to_date(setting.predictive_lead_scoring_start_date_str)
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def _inverse_pls_start_date_str(self):
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""" As config_parameters does not accept Date field,
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we store the date formated string into a Char config field """
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for setting in self:
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if setting.predictive_lead_scoring_start_date:
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setting.predictive_lead_scoring_start_date_str = fields.Date.to_string(setting.predictive_lead_scoring_start_date)
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@api.onchange('group_use_lead')
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def _onchange_group_use_lead(self):
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""" Reset alias / leads configuration if leads are not used """
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if not self.group_use_lead:
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self.generate_lead_from_alias = False
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@api.onchange('generate_lead_from_alias')
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def _onchange_generate_lead_from_alias(self):
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self.crm_alias_prefix = (self.crm_alias_prefix or 'info') if self.generate_lead_from_alias else False
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@api.model
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def get_values(self):
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res = super(ResConfigSettings, self).get_values()
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alias = self._find_default_lead_alias_id()
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res.update(
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crm_alias_prefix=alias.alias_name if alias else False,
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)
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return res
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def set_values(self):
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super(ResConfigSettings, self).set_values()
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alias = self._find_default_lead_alias_id()
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if alias:
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alias.write({'alias_name': self.crm_alias_prefix})
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else:
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self.env['mail.alias'].with_context(
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alias_model_name='crm.lead',
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alias_parent_model_name='crm.team').create({'alias_name': self.crm_alias_prefix})
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