Thibault Delavallée
473b07e34c
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
closes odoo/odoo#62192
X-original-commit: 7fbeda3f7d92fa501c2752c873be2255697f5d97
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
59 lines
2.5 KiB
Python
59 lines
2.5 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 models, _
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from odoo.tools import html2plaintext, html_escape
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class MailChannel(models.Model):
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_inherit = 'mail.channel'
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def _define_command_lead(self):
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return {'help': _('Create a new lead (/lead lead title)')}
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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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channel_partners = self.env['mail.channel.partner'].search([
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('partner_id', '!=', partner.id),
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('channel_id', '=', self.id)], limit=1
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)
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if key.strip() == '/lead':
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msg = self._define_command_lead()['help']
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else:
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lead = self._convert_visitor_to_lead(partner, channel_partners, key)
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msg = _('Created a new lead: <a href="#" data-oe-id="%s" data-oe-model="crm.lead">%s</a>') % (lead.id, html_escape(lead.name))
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self._send_transient_message(partner, msg)
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def _convert_visitor_to_lead(self, partner, channel_partners, 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 channel_partners: channel members;
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:param key: operator input in chat ('/lead Lead about Product')
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"""
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description = ''.join(
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'%s: %s\n' % (message.author_id.name or self.anonymous_name, message.body)
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for message in self.channel_message_ids.sorted('id')
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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 channel_partners.partner_id.filtered('partner_share'):
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if customer.user_ids and all(user._is_public() for user in customer.user_ids):
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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': html2plaintext(description),
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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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