Thibault Delavallée
f84270b072
GLOBAL PURPOSE Ability to have salesmen belonging to several sales team is a core requirement of CRM. It is therefore moved from website_crm_score to crm along with cleaning and behavior improvement. Automatic lead assignment is also moved and cleaned. SPECIFICATIONS Improve wording and feedback given when running automatic assignment. When running on a single team some more details can be given on its configuration. Log a message when a manual assign is called from a team. Purpose is to ensure this action is logged. Otherwise team leaders may try to fetch some quality leads without notifying anyone. LINKS Task ID-2086889 (main task) Task ID-2357969 (scoring migration task) Community PR odoo/odoo#48422 Enterprise PR odoo/enterprise#499 Upgrade PR odoo/upgrade#9966
148 lines
9.1 KiB
Python
148 lines
9.1 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 dateutil.relativedelta import relativedelta
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from odoo import api, exceptions, fields, models, _
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class ResConfigSettings(models.TransientModel):
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_inherit = 'res.config.settings'
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group_use_lead = fields.Boolean(string="Leads", implied_group='crm.group_use_lead')
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group_use_recurring_revenues = fields.Boolean(string="Recurring Revenues", implied_group='crm.group_use_recurring_revenues')
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# Membership
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is_membership_multi = fields.Boolean(string='Multi Teams', config_parameter='sales_team.membership_multi')
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# Lead assignment
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crm_use_auto_assignment = fields.Boolean(
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string='Rule-Based Assignment', config_parameter='crm.lead.auto.assignment')
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crm_auto_assignment_action = fields.Selection([
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('manual', 'Manually'), ('auto', 'Repeatedly')],
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string='Auto Assignment Action', compute='_compute_crm_auto_assignment_data',
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readonly=False, store=True,
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help='Manual assign allow to trigger assignment from team form view using an action button. Automatic configures a cron running repeatedly assignment in all teams.')
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crm_auto_assignment_interval_type = fields.Selection([
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('minutes', 'Minutes'), ('hours', 'Hours'),
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('days', 'Days'), ('weeks', 'Weeks')],
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string='Auto Assignment Interval Unit', compute='_compute_crm_auto_assignment_data',
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readonly=False, store=True,
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help='Interval type between each cron run (e.g. each 2 days or each 2 hours)')
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crm_auto_assignment_interval_number = fields.Integer(
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string="Repeat every", compute='_compute_crm_auto_assignment_data',
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readonly=False, store=True,
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help='Number of interval type between each cron run (e.g. each 2 days or each 4 days)')
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crm_auto_assignment_run_datetime = fields.Datetime(
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string="Auto Assignment Next Execution Date", compute='_compute_crm_auto_assignment_data',
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readonly=False, store=True)
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# IAP
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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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module_mail_client_extension = fields.Boolean("See and manage users, companies, and leads from our mail client extensions.")
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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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@api.depends('crm_use_auto_assignment')
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def _compute_crm_auto_assignment_data(self):
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assign_cron = self.sudo().env.ref('crm.ir_cron_crm_lead_assign', raise_if_not_found=False)
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for setting in self:
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if setting.crm_use_auto_assignment and assign_cron:
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setting.crm_auto_assignment_action = 'auto' if assign_cron.active else 'manual'
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setting.crm_auto_assignment_interval_type = assign_cron.interval_type or 'days'
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setting.crm_auto_assignment_interval_number = assign_cron.interval_number or 1
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setting.crm_auto_assignment_run_datetime = assign_cron.nextcall
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else:
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setting.crm_auto_assignment_action = 'manual'
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setting.crm_auto_assignment_interval_type = setting.crm_auto_assignment_run_datetime = False
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setting.crm_auto_assignment_interval_number = 1
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@api.onchange('crm_auto_assignment_interval_type', 'crm_auto_assignment_interval_number')
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def _onchange_crm_auto_assignment_run_datetime(self):
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if self.crm_auto_assignment_interval_number <= 0:
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raise exceptions.UserError(_('Repeat frequency should be positive.'))
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elif self.crm_auto_assignment_interval_number >= 100:
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raise exceptions.UserError(_('Invalid repeat frequency. Consider changing frequency type instead of using large numbers.'))
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self.crm_auto_assignment_run_datetime = self._get_crm_auto_assignmment_run_datetime(
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self.crm_auto_assignment_run_datetime,
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self.crm_auto_assignment_interval_type,
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self.crm_auto_assignment_interval_number
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)
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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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def set_values(self):
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group_lead_before = self.env.ref('crm.group_use_lead') in self.env.user.groups_id
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super(ResConfigSettings, self).set_values()
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# update use leads / opportunities setting on all teams according to settings update
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group_lead_after = self.env.ref('crm.group_use_lead') in self.env.user.groups_id
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if group_lead_before != group_lead_after:
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teams = self.env['crm.team'].search([])
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teams.filtered('use_opportunities').use_leads = group_lead_after
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for team in teams:
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team.alias_id.write(team._alias_get_creation_values())
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# synchronize cron with settings
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assign_cron = self.sudo().env.ref('crm.ir_cron_crm_lead_assign', raise_if_not_found=False)
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if assign_cron:
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assign_cron.active = self.crm_use_auto_assignment and self.crm_auto_assignment_action == 'auto'
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assign_cron.interval_type = self.crm_auto_assignment_interval_type
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assign_cron.interval_number = self.crm_auto_assignment_interval_number
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# keep nextcall on cron as it is required whatever the setting
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assign_cron.nextcall = self.crm_auto_assignment_run_datetime if self.crm_auto_assignment_run_datetime else assign_cron.nextcall
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# TDE FIXME: re create cron if not found ?
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def _get_crm_auto_assignmment_run_datetime(self, run_datetime, run_interval, run_interval_number):
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if not run_interval:
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return False
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if run_interval == 'manual':
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return run_datetime if run_datetime else False
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return fields.Datetime.now() + relativedelta(**{run_interval: run_interval_number})
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# ACTIONS
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def action_reset_lead_probabilities(self):
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if self.env.user._is_admin():
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self.env['crm.lead'].sudo()._cron_update_automated_probabilities()
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def action_crm_assign_leads(self):
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self.ensure_one()
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return self.env['crm.team'].search([('assignment_optout', '=', False)]).action_assign_leads(work_days=2, log=False)
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