1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 146 147 148 149 150 151 152 153 154 155 156 157 158 159 160 161 162 163 164 165 166 167 168 169 170 171 172 173 174 175 176 177 178 179 180 181 182 183 184 185 186 187 188 189 190 191 192 193 194 195 196 197 198 199 200 201 202 203 204 205 206 207 208 209 210 211 212 213 214 215 216 217 218 219 220 221 222 223 224 225 226 227 228 229 230 231 232 233 234 235 236 237 238 239 240 241 242 243 244 245 246 247 248 249 250 251 252 253 254 255 256 257 258 259 260 261 262 263 264 265 266 267 268 269 270 271 272 273 274 275 276 277 278 279 280 281 282 283 284 285 286 287 288 289 290 291 292 293 294 295 296 297 298 299 300 301 302 303 304 305 306 307 308 309 310 311 312 313 314 315 316 317 318 319 320 321 322 323 324 325 326 327 328 329 330 331 332 333 334 335 336 337 338 339 340 341 342 343 344 345 346 347 348 349 350 351 352 353 354 355 356 357 358 359 360 361 362 363 364 365 366 367 368 369 370 371 372 373 374 375 376 377 378 379 380 381 382 383 384 385 386 387 388 389 390 391 392 393 394 395 396 397 398 399 400 401 402 403 404 405 406 407 408 409 410 411 412 413 414 415 416 417 418 419 420 421 422 423 424 425 426 427 428 429 430 431 432 433 434 435 436 437 438 439 440 441 442 443 444 445 446 447 448 449 450 451 452 453 454 455 456 457 458 459 460 461 462 463 464 465 466 467 468 469 470 471 472 473 474 475 476 477 478 479 480 481 482 483 484 485 486 487 488 489 490 491 492 493 494 495 496 497 498 499 500 501 502 503 504 505 506 507 508 509 510 511 512 513 514 515 516 517 518 519 520 521 522 523 524 525 526 527 528 529 530 531 532 533 534 535 536 537 538 539 540 541 542 543 544 545 546 547 548 549 550 551 552 553 554 555 556 557 558 559 560 561 562 563 564 565 566 567 568 569 570 571 572 573 574 575 576 577 578 579 580 581 582 583 584 585 586 587 588 589 590 591 592 593 594 595 596 597 598 599 600 601 602 603 604 605 606 607 608 609 610 611 612 613 614 615 616 617 618 619 620 621 622 623 624 625 626 627 628 629 630 631 632 633 634 635 636 637 638 639 640 641 642 643 644 645 646 647 648 649 650 651 652 653 654 655 656 657 658 659 660 661 662 663 664 665 666 667 668 669 670 671 672 673 674 675 676 677 678 679 680 681 682 683 684 685 686 687 688 689 690 691 692 693 694 695 696 697 698 699 700 701 702 703 704 705 706 707 708 709 710 711 712 713 714 715 716 717 718 719 720 721 722 723 724 725 726 727 728 729 730 731 732 733 734 735 736 737 738 739 740 741 742 743 744 745 746 747 748 749 750 751 752 753 754 755 756 757 758 759 760 761 762 763 764 765 766 767 768 769 770 771 772 773 774 775 776 777 778 779 780 781 782 783 784 785 786 787 788 789 790 791 792 793 794 795 796 797 798 799 800 801 802 803 804 805 806 807 808 809 810 811 812 813 814 815 816 817 818 819 820 821 822 823 824 825 826 827 828 829 830 831 832 833 834 835 836 837 838 839 840 841 842 843 844 845 846 847 848 849 850 851 852 853 854 855 856 857 858 859 860 861 862 863 864 865 866 867 868 869 870 871 872 873 874 875 876 877 878 879 880 881 882 883 884 885 886 887 888 889 890 891 892 893 894 895 896 897 898 899 900 901 902 903 904 905 906 907 908 909 910 911 912 913 914 915 916 917 918 919 920 921 922 923 924 925 926 927 928 929 930 931 932 933 934 935 936 937 938 939 940 941 942 943 944 945 946 947 948 949 950 951 952 953 954 955 956 957 958 959 960 961 962 963 964 965 966 967 968 969 970 971 972 973 974 975 976 977 978 979 980 981 982 983 984 985 986 987 988 989 990 991 992 993 994 995 996 997 998 999 1000 1001 1002 1003 1004 1005 1006 1007 1008 1009 1010 1011 1012 1013 1014 1015 1016 1017 1018 1019 1020 1021 1022 1023 1024 1025 1026 1027 1028 1029 1030 1031 1032 1033 1034 1035 1036 1037 1038 1039 1040 1041 1042 1043 1044 1045 1046 1047 1048 1049 1050 1051 1052 1053 1054 1055 1056 1057 1058 1059 1060 1061 1062 1063 1064 1065 1066 1067 1068 1069 1070 1071 1072 1073 1074 1075 1076 1077 1078 1079 1080 1081 1082 1083 1084 1085 1086 1087 1088 1089 1090 1091 1092 1093 1094 1095 1096 1097 1098 1099 1100 1101 1102 1103 1104 1105 1106 1107 1108 1109 1110 1111 1112 1113 1114 1115 1116 1117 1118 1119 1120 1121 1122 1123 1124 1125 1126 1127 1128 1129 1130 1131 1132 1133 1134 1135 1136 1137 1138 1139 1140 1141 1142 1143 1144 1145 1146 1147 1148 1149 1150 1151 1152 1153 1154 1155 1156 1157 1158 1159 1160 1161 1162 1163 1164 1165 1166 1167 1168 1169 1170 1171 1172 1173 1174 1175 1176 1177 1178 1179 1180 1181 1182 1183 1184 1185 1186 1187 1188 1189 1190 1191 1192 1193 1194 1195 1196 1197 1198 1199 1200 1201 1202 1203 1204 1205 1206 1207 1208 1209 1210 1211 1212 1213 1214 1215 1216 1217 1218 1219 1220 1221 1222 1223 1224 1225 1226 1227 1228 1229 1230 1231 1232 1233 1234 1235 1236 1237 1238 1239 1240 1241 1242 1243 1244 1245 1246 1247 1248 1249 1250 1251 1252 1253 1254 1255 1256 1257 1258 1259 1260 1261 1262 1263 1264 1265 1266 1267 1268 1269 1270 1271 1272 1273 1274 1275 1276 1277 1278 1279 1280 1281 1282 1283 1284 1285 1286 1287 1288 1289 1290 1291 1292 1293 1294 1295 1296 1297 1298 1299 1300 1301 1302 1303 1304 1305 1306 1307 1308 1309 1310 1311 1312 1313 1314 1315 1316 1317 1318 1319 1320 1321 1322 1323 1324 1325 1326 1327 1328 1329 1330 1331 1332 1333 1334 1335 1336 1337 1338 1339 1340 1341 1342 1343 1344 1345 1346 1347 1348 1349 1350 1351 1352 1353 1354 1355 1356 1357 1358 1359 1360 1361 1362 1363 1364 1365 1366 1367 1368 1369 1370 1371 1372 1373 1374 1375 1376 1377 1378 1379 1380 1381 1382 1383 1384 1385 1386 1387 1388 1389 1390 1391 1392 1393 1394 1395 1396 1397 1398 1399 1400 1401 1402 1403 1404 1405 1406 1407 1408 1409 1410 1411 1412 1413 1414 1415 1416 1417 1418 1419 1420 1421 1422 1423 1424 1425 1426 1427 1428 1429 1430 1431 1432 1433 1434 1435 1436 1437 1438 1439 1440 1441 1442 1443 1444 1445 1446 1447 1448 1449 1450 1451 1452 1453 1454 1455 1456 1457 1458 1459 1460 1461 1462 1463 1464 1465 1466 1467 1468 1469 1470 1471 1472 1473 1474 1475 1476 1477 1478 1479 1480 1481 1482 1483 1484 1485 1486 1487 1488 1489 1490 1491 1492 1493 1494 1495 1496 1497 1498 1499 1500 1501 1502 1503 1504 1505 1506 1507 1508 1509 1510 1511 1512 1513 1514 1515 1516 1517 1518 1519 1520 1521 1522 1523 1524 1525 1526 1527 1528 1529 1530 1531 1532 1533 1534 1535 1536 1537 1538 1539 1540 1541 1542 1543 1544 1545 1546 1547 1548 1549 1550 1551 1552 1553 1554 1555 1556 1557 1558 1559 1560 1561 1562 1563 1564 1565 1566 1567 1568 1569 1570 1571 1572 1573 1574 1575 1576 1577 1578 1579 1580 1581 1582 1583 1584 1585 1586 1587 1588 1589 1590 1591 1592 1593 1594 1595 1596 1597 1598 1599 1600 1601 1602 1603 1604 1605 1606 1607 1608 1609 1610 1611 1612 1613 1614 1615 1616 1617 1618 1619 1620 1621 1622 1623 1624 1625 1626 1627 1628 1629 1630 1631 1632 1633 1634 1635 1636 1637 1638 1639 1640 1641 1642 1643 1644 1645 1646 1647 1648 1649 1650 1651 1652 1653 1654 1655 1656 1657 1658 1659 1660 1661 1662 1663 1664 1665 1666 1667 1668 1669 1670 1671 1672 1673 1674 1675 1676 1677 1678 1679 1680 1681 1682 1683 1684 1685 1686 1687 1688 1689 1690 1691 1692 1693 1694 1695 1696 1697 1698 1699 1700 1701 1702 1703 1704 1705 1706 1707 1708 1709 1710 1711 1712 1713 1714 1715 1716 1717 1718 1719 1720 1721 1722 1723 1724 1725 1726 1727 1728 1729 1730 1731 1732 1733 1734 1735 1736 1737 1738 1739 1740 1741 1742 1743 1744 1745 1746 1747 1748 1749 1750 1751 1752 1753 1754 1755 1756 1757 1758 1759 1760 1761 1762 1763 1764 1765 1766 1767 1768 1769 1770 1771 1772 1773 1774 1775 1776 1777 1778 1779 1780 1781 1782 1783 1784 1785 1786 1787 1788 1789 1790 1791 1792 1793 1794 1795 1796 1797 1798 1799 1800 1801 1802 1803 1804 1805 1806 1807 1808 1809 1810 1811 1812 1813 1814 1815 1816 1817 1818 1819 1820 1821 1822 1823 1824 1825 1826 1827 1828 1829 1830 1831 1832 1833 1834 1835 1836 1837 1838 1839 1840 1841 1842 1843 1844 1845 1846 1847 1848 1849 1850 1851 1852 1853 1854 1855 1856 1857 1858 1859 1860 1861 1862 1863 1864 1865 1866 1867 1868 1869 1870 1871 1872 1873 1874 1875 1876 1877 1878 1879 1880 1881 1882 1883 1884 1885 1886 1887 1888 1889 1890 1891 1892 1893 1894 1895 1896 1897 1898 1899 1900 1901 1902 1903 1904 1905 1906 1907 1908 1909 1910 1911 1912 1913 1914 1915 1916 1917 1918 1919 1920 1921 1922 1923 1924 1925 1926 1927 1928 1929 1930 1931 1932 1933 1934 1935 1936 1937 1938 1939 1940 1941 1942 1943 1944 1945 1946 1947 1948 1949 1950 1951 1952 1953 1954 1955 1956 1957 1958 1959 1960 1961 1962 1963 1964 1965 1966 1967 1968 1969 1970 1971 1972 1973 1974 1975 1976 1977 1978 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040 2041 2042 2043 2044 2045 2046 2047 2048 2049 2050 2051 2052 2053 2054 2055 2056 2057 2058 2059 2060 2061 2062 2063 2064 2065 2066 2067 2068 2069 2070 2071 2072 2073 2074 2075 2076 2077 2078 2079 2080 2081 2082 2083 2084 2085 2086 2087 2088 2089 2090 2091 2092 2093 2094 2095 2096 2097 2098 2099 2100 2101 2102 2103 2104 2105 2106 2107 2108 2109 2110 2111 2112 2113 2114 2115 2116 2117 2118 2119 2120 2121 2122 2123 2124 2125 2126 2127 2128 2129 2130 2131 2132 2133 2134 2135 2136 2137 2138 2139 2140 2141 2142 2143 2144 2145 2146 2147 2148 2149 2150 2151 2152 2153 2154 2155 2156 2157 2158 2159 2160 2161 2162 2163 2164 2165 2166 2167 2168 2169 2170 2171 2172 2173 2174 2175 2176 2177 2178 2179 2180 2181 2182 2183 2184 2185 2186 2187 2188 2189 2190 2191 2192 2193 2194 2195 2196 2197 2198 2199 2200 2201 2202 2203 2204 2205 2206 2207 2208 2209 2210 2211 2212 2213 2214 2215 2216 2217 2218 2219 2220 2221 2222 2223 2224 2225 2226 2227 2228 2229 2230 2231 2232 2233 2234 2235 2236 2237 2238 2239 2240 2241 2242 2243 2244 2245 2246 2247 2248 2249 2250 2251 2252 2253 2254 2255 2256 2257 2258 2259 2260 2261 2262 2263 2264 2265 2266 2267 2268 2269 2270 2271 2272 2273 2274 2275 2276 2277 2278 2279 2280 2281 2282 2283 2284 2285 2286 2287 2288 2289 2290 2291 2292 2293 2294 2295 2296 2297 2298 2299 2300 2301 2302 2303 2304 2305 2306 2307 2308 2309 2310 2311 2312 2313 2314 2315 2316 2317 2318 2319 2320 2321 2322 2323 2324 2325 2326 2327 2328 2329 2330 2331 2332 2333 2334 2335 2336 2337 2338 2339 2340 2341 2342 2343 2344 2345 2346 2347 2348 2349 2350 2351 2352 2353 2354 2355 2356 2357 2358 2359 2360 2361 2362 2363 2364 2365 2366 2367 2368 2369 2370 2371 2372 2373 2374 2375 2376 2377 2378 2379 2380 2381 2382 2383 2384 2385 2386 2387 2388 2389 2390 2391 2392 2393 2394 2395 2396 2397 2398 2399 2400 2401 2402 2403 2404 2405 2406 2407 2408 2409 2410 2411 2412 2413 2414 2415 2416 2417 2418 2419 2420 2421 2422 2423 2424 2425 2426 2427 2428 2429 2430 2431 2432 2433 2434 2435 2436 2437 2438 2439 2440 2441 2442 2443 2444 2445 2446 2447 2448 2449 2450 2451 2452 2453 2454 2455 2456 2457 2458 2459 2460 2461 2462 2463 2464 2465 2466 2467 2468 2469 2470 2471 2472 2473 2474 2475 2476 2477 2478 2479 2480 2481 2482 2483 2484 2485 2486 2487 2488 2489 2490 2491 2492 2493 2494 2495 2496 2497 2498 2499 2500 2501 2502 2503 2504 2505 2506 2507 2508 2509 2510 2511 2512 2513 2514 2515 2516 2517 2518 2519 2520 2521 2522 2523 2524 2525 2526 2527 2528 2529 2530 2531 2532 2533 2534 2535 2536 2537 2538 2539 2540 2541 2542 2543 2544 2545 2546 2547 2548 2549 2550 2551 2552 2553 2554 2555 2556 2557 2558 2559 2560 2561 2562 2563 2564 2565 2566 2567 2568 2569 2570 2571 2572 2573 2574 2575 2576 2577 2578 2579 2580 2581 2582 2583 2584 2585 2586 2587 2588 2589 2590 2591 2592 2593 2594 2595 2596 2597 2598 2599 2600 2601 2602 2603 2604 2605 2606 2607 2608 2609 2610 2611 2612 2613 2614 2615 2616 2617 2618 2619 2620 2621 2622 2623 2624 2625 2626 2627 2628 2629 2630 2631 2632 2633 2634 2635 2636 2637 2638 2639 2640 2641 2642 2643 2644 2645 2646 2647 2648 2649 2650 2651 2652 2653 2654 2655 2656 2657 2658 2659 2660 2661 2662 2663 2664 2665 2666 2667 2668 2669 2670 2671 2672 2673 2674 2675 2676 2677 2678 2679 2680 2681 2682 2683 2684 2685 2686 2687 2688 2689 2690 2691 2692 2693 2694 2695
|
# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
import logging
import pytz
import threading
from collections import OrderedDict, defaultdict
from datetime import datetime, timedelta
from markupsafe import Markup
from odoo import api, fields, models, tools
from odoo.addons.iap.tools import iap_tools
from odoo.addons.mail.tools import mail_validation
from odoo.addons.phone_validation.tools import phone_validation
from odoo.exceptions import UserError, AccessError
from odoo.osv import expression
from odoo.tools.translate import _
from odoo.tools import date_utils, email_split, is_html_empty, groupby, parse_contact_from_email, SQL
from odoo.tools.misc import get_lang
from . import crm_stage
_logger = logging.getLogger(__name__)
CRM_LEAD_FIELDS_TO_MERGE = [
# UTM mixin
'campaign_id',
'medium_id',
'source_id',
# Mail mixin
'email_cc',
# description
'name',
'user_id',
'color',
'company_id',
'lang_id',
'team_id',
'referred',
# pipeline
'stage_id',
# revenues
'expected_revenue',
'recurring_plan',
'recurring_revenue',
# dates
'create_date',
'date_automation_last',
'date_deadline',
# partner / contact
'partner_id',
'title',
'partner_name',
'contact_name',
'email_from',
'function',
'mobile',
'phone',
'website',
]
# Subset of partner fields: sync any of those
PARTNER_FIELDS_TO_SYNC = [
'lang',
'mobile',
'title',
'function',
'website',
]
# Subset of partner fields: sync all or none to avoid mixed addresses
PARTNER_ADDRESS_FIELDS_TO_SYNC = [
'street',
'street2',
'city',
'zip',
'state_id',
'country_id',
]
# Those values have been determined based on benchmark to minimise
# computation time, number of transaction and transaction time.
PLS_COMPUTE_BATCH_STEP = 50000 # odoo.models.PREFETCH_MAX = 1000 but larger cluster can speed up global computation
PLS_UPDATE_BATCH_STEP = 5000
class Lead(models.Model):
_name = "crm.lead"
_description = "Lead/Opportunity"
_order = "priority desc, id desc"
_inherit = ['mail.thread.cc',
'mail.thread.blacklist',
'mail.thread.phone',
'mail.activity.mixin',
'utm.mixin',
'format.address.mixin',
'mail.tracking.duration.mixin',
]
_primary_email = 'email_from'
_check_company_auto = True
_track_duration_field = 'stage_id'
# Description
name = fields.Char(
'Opportunity', index='trigram', required=True,
compute='_compute_name', readonly=False, store=True)
user_id = fields.Many2one(
'res.users', string='Salesperson', default=lambda self: self.env.user,
domain="[('share', '=', False)]",
check_company=True, index=True, tracking=True)
user_company_ids = fields.Many2many(
'res.company', compute='_compute_user_company_ids',
help='UX: Limit to lead company or all if no company')
team_id = fields.Many2one(
'crm.team', string='Sales Team', check_company=True, index=True, tracking=True,
compute='_compute_team_id', ondelete="set null", readonly=False, store=True, precompute=True)
lead_properties = fields.Properties(
'Properties', definition='team_id.lead_properties_definition',
copy=True)
company_id = fields.Many2one(
'res.company', string='Company', index=True,
compute='_compute_company_id', readonly=False, store=True)
referred = fields.Char('Referred By')
description = fields.Html('Notes')
active = fields.Boolean('Active', default=True, tracking=True)
type = fields.Selection([
('lead', 'Lead'), ('opportunity', 'Opportunity')], required=True, tracking=15, index=True,
default=lambda self: 'lead' if self.env.user.has_group('crm.group_use_lead') else 'opportunity')
# Pipeline management
priority = fields.Selection(
crm_stage.AVAILABLE_PRIORITIES, string='Priority', index=True,
default=crm_stage.AVAILABLE_PRIORITIES[0][0])
stage_id = fields.Many2one(
'crm.stage', string='Stage', index=True, tracking=True,
compute='_compute_stage_id', readonly=False, store=True,
copy=False, group_expand='_read_group_stage_ids', ondelete='restrict',
domain="['|', ('team_id', '=', False), ('team_id', '=', team_id)]")
tag_ids = fields.Many2many(
'crm.tag', 'crm_tag_rel', 'lead_id', 'tag_id', string='Tags',
help="Classify and analyze your lead/opportunity categories like: Training, Service")
color = fields.Integer('Color Index', default=0)
# Revenues
expected_revenue = fields.Monetary('Expected Revenue', currency_field='company_currency', tracking=True, default=0.0)
prorated_revenue = fields.Monetary('Prorated Revenue', currency_field='company_currency', store=True, compute="_compute_prorated_revenue")
recurring_revenue = fields.Monetary('Recurring Revenues', currency_field='company_currency', tracking=True, default=0.0)
recurring_plan = fields.Many2one('crm.recurring.plan', string="Recurring Plan")
recurring_revenue_monthly = fields.Monetary('Expected MRR', currency_field='company_currency', store=True,
compute="_compute_recurring_revenue_monthly")
recurring_revenue_monthly_prorated = fields.Monetary('Prorated MRR', currency_field='company_currency', store=True,
compute="_compute_recurring_revenue_monthly_prorated")
recurring_revenue_prorated = fields.Monetary('Prorated Recurring Revenues', currency_field='company_currency',
compute="_compute_recurring_revenue_prorated", store=True)
company_currency = fields.Many2one("res.currency", string='Currency', compute="_compute_company_currency", compute_sudo=True)
# Dates
date_closed = fields.Datetime('Closed Date', readonly=True, copy=False)
date_automation_last = fields.Datetime('Last Action', readonly=True)
date_open = fields.Datetime(
'Assignment Date', compute='_compute_date_open', readonly=True, store=True)
day_open = fields.Float('Days to Assign', compute='_compute_day_open', store=True)
day_close = fields.Float('Days to Close', compute='_compute_day_close', store=True)
date_last_stage_update = fields.Datetime(
'Last Stage Update', compute='_compute_date_last_stage_update', index=True, readonly=True, store=True)
date_conversion = fields.Datetime('Conversion Date', readonly=True)
date_deadline = fields.Date('Expected Closing', help="Estimate of the date on which the opportunity will be won.")
# Customer / contact
partner_id = fields.Many2one(
'res.partner', string='Customer', check_company=True, index=True, tracking=10,
help="Linked partner (optional). Usually created when converting the lead. You can find a partner by its Name, TIN, Email or Internal Reference.")
partner_is_blacklisted = fields.Boolean('Partner is blacklisted', related='partner_id.is_blacklisted', readonly=True)
contact_name = fields.Char(
'Contact Name', index='trigram', tracking=30,
compute='_compute_contact_name', readonly=False, store=True)
partner_name = fields.Char(
'Company Name', index='trigram', tracking=20,
compute='_compute_partner_name', readonly=False, store=True,
help='The name of the future partner company that will be created while converting the lead into opportunity')
function = fields.Char('Job Position', compute='_compute_function', readonly=False, store=True)
title = fields.Many2one('res.partner.title', string='Title', compute='_compute_title', readonly=False, store=True)
email_from = fields.Char(
'Email', tracking=40, index='trigram',
compute='_compute_email_from', inverse='_inverse_email_from', readonly=False, store=True)
email_normalized = fields.Char(index='trigram') # inherited via mail.thread.blacklist
email_domain_criterion = fields.Char(
string='Email Domain Criterion',
compute="_compute_email_domain_criterion",
index='btree_not_null', # used for exact match, void value do not matter
store=True,
)
phone = fields.Char(
'Phone', tracking=50,
compute='_compute_phone', inverse='_inverse_phone', readonly=False, store=True)
mobile = fields.Char('Mobile', compute='_compute_mobile', readonly=False, store=True)
phone_sanitized = fields.Char(index='btree_not_null') # inherited via mail.thread.phone
phone_state = fields.Selection([
('correct', 'Correct'),
('incorrect', 'Incorrect')], string='Phone Quality', compute="_compute_phone_state", store=True)
email_state = fields.Selection([
('correct', 'Correct'),
('incorrect', 'Incorrect')], string='Email Quality', compute="_compute_email_state", store=True)
website = fields.Char('Website', help="Website of the contact", compute="_compute_website", readonly=False, store=True)
lang_id = fields.Many2one(
'res.lang', string='Language',
compute='_compute_lang_id', readonly=False, store=True)
lang_code = fields.Char(related='lang_id.code')
lang_active_count = fields.Integer(compute='_compute_lang_active_count')
# Address fields
street = fields.Char('Street', compute='_compute_partner_address_values', readonly=False, store=True)
street2 = fields.Char('Street2', compute='_compute_partner_address_values', readonly=False, store=True)
zip = fields.Char('Zip', change_default=True, compute='_compute_partner_address_values', readonly=False, store=True)
city = fields.Char('City', compute='_compute_partner_address_values', readonly=False, store=True)
state_id = fields.Many2one(
"res.country.state", string='State',
compute='_compute_partner_address_values', readonly=False, store=True,
domain="[('country_id', '=?', country_id)]")
country_id = fields.Many2one(
'res.country', string='Country',
compute='_compute_partner_address_values', readonly=False, store=True)
# Probability (Opportunity only)
probability = fields.Float(
'Probability', aggregator="avg", copy=False,
compute='_compute_probabilities', readonly=False, store=True)
automated_probability = fields.Float('Automated Probability', compute='_compute_probabilities', readonly=True, store=True)
is_automated_probability = fields.Boolean('Is automated probability?', compute="_compute_is_automated_probability")
# Won/Lost
lost_reason_id = fields.Many2one(
'crm.lost.reason', string='Lost Reason',
index=True, ondelete='restrict', tracking=True)
# Statistics
calendar_event_ids = fields.One2many('calendar.event', 'opportunity_id', string='Meetings')
duplicate_lead_ids = fields.Many2many("crm.lead", compute="_compute_potential_lead_duplicates", string="Potential Duplicate Lead", context={"active_test": False})
duplicate_lead_count = fields.Integer(compute="_compute_potential_lead_duplicates", string="Potential Duplicate Lead Count")
meeting_display_date = fields.Date(compute="_compute_meeting_display")
meeting_display_label = fields.Char(compute="_compute_meeting_display")
# UX
partner_email_update = fields.Boolean('Partner Email will Update', compute='_compute_partner_email_update')
partner_phone_update = fields.Boolean('Partner Phone will Update', compute='_compute_partner_phone_update')
is_partner_visible = fields.Boolean('Is Partner Visible', compute='_compute_is_partner_visible')
# UTMs - enforcing the fact that we want to 'set null' when relation is unlinked
campaign_id = fields.Many2one(ondelete='set null')
medium_id = fields.Many2one(ondelete='set null')
source_id = fields.Many2one(ondelete='set null')
_sql_constraints = [
('check_probability', 'check(probability >= 0 and probability <= 100)', 'The probability of closing the deal should be between 0% and 100%!')
]
@api.depends('company_id')
def _compute_user_company_ids(self):
all_companies = self.env['res.company'].search([])
for lead in self:
if not lead.company_id:
lead.user_company_ids = all_companies
else:
lead.user_company_ids = lead.company_id
@api.depends('company_id')
def _compute_company_currency(self):
for lead in self:
if not lead.company_id:
lead.company_currency = self.env.company.currency_id
else:
lead.company_currency = lead.company_id.currency_id
@api.depends('user_id', 'type')
def _compute_team_id(self):
""" When changing the user, also set a team_id or restrict team id
to the ones user_id is member of. """
for lead in self:
# setting user as void should not trigger a new team computation
if not lead.user_id:
continue
user = lead.user_id
if lead.team_id and user in (lead.team_id.member_ids | lead.team_id.user_id):
continue
team_domain = [('use_leads', '=', True)] if lead.type == 'lead' else [('use_opportunities', '=', True)]
team = self.env['crm.team']._get_default_team_id(user_id=user.id, domain=team_domain)
if lead.team_id != team:
lead.team_id = team.id
@api.depends('user_id', 'team_id', 'partner_id')
def _compute_company_id(self):
""" Compute company_id coherency. """
for lead in self:
proposal = lead.company_id
# invalidate wrong configuration
if proposal:
# company not in responsible companies
if lead.user_id and proposal not in lead.user_id.company_ids:
proposal = False
# inconsistent
elif lead.team_id.company_id and proposal != lead.team_id.company_id:
proposal = False
# void company on team and no assignee
elif lead.team_id and not lead.team_id.company_id and not lead.user_id:
proposal = False
# no user and no team -> void company and let assignment do its job
# unless customer has a company
elif not lead.team_id and not lead.user_id and \
(not lead.partner_id or lead.partner_id.company_id != proposal):
proposal = False
# propose a new company based on team > user (respecting context) > partner
if not proposal:
if lead.team_id.company_id:
lead.company_id = lead.team_id.company_id
elif lead.user_id:
if self.env.company in lead.user_id.company_ids:
lead.company_id = self.env.company
else:
lead.company_id = lead.user_id.company_id & self.env.companies
elif lead.partner_id:
lead.company_id = lead.partner_id.company_id
else:
lead.company_id = False
@api.depends('team_id', 'type')
def _compute_stage_id(self):
for lead in self:
if not lead.stage_id:
lead.stage_id = lead._stage_find(domain=[('fold', '=', False)]).id
@api.depends('user_id')
def _compute_date_open(self):
for lead in self:
if not lead.date_open and lead.user_id:
lead.date_open = self.env.cr.now()
@api.depends('stage_id')
def _compute_date_last_stage_update(self):
for lead in self:
if not lead.date_last_stage_update:
lead.date_last_stage_update = self.env.cr.now()
@api.depends('create_date', 'date_open')
def _compute_day_open(self):
""" Compute difference between create date and open date """
leads = self.filtered(lambda l: l.date_open and l.create_date)
others = self - leads
others.day_open = None
for lead in leads:
date_create = fields.Datetime.from_string(lead.create_date).replace(microsecond=0)
date_open = fields.Datetime.from_string(lead.date_open)
lead.day_open = abs((date_open - date_create).days)
@api.depends('create_date', 'date_closed')
def _compute_day_close(self):
""" Compute difference between current date and log date """
leads = self.filtered(lambda l: l.date_closed and l.create_date)
others = self - leads
others.day_close = None
for lead in leads:
date_create = fields.Datetime.from_string(lead.create_date)
date_close = fields.Datetime.from_string(lead.date_closed)
lead.day_close = abs((date_close - date_create).days)
@api.depends('partner_id')
def _compute_name(self):
for lead in self:
if not lead.name and lead.partner_id and lead.partner_id.name:
lead.name = _("%s's opportunity") % lead.partner_id.name
@api.depends('partner_id')
def _compute_contact_name(self):
""" compute the new values when partner_id has changed """
for lead in self:
lead.update(lead._prepare_contact_name_from_partner(lead.partner_id))
@api.depends('partner_id')
def _compute_partner_name(self):
""" compute the new values when partner_id has changed """
for lead in self:
lead.update(lead._prepare_partner_name_from_partner(lead.partner_id))
@api.depends('partner_id')
def _compute_function(self):
""" compute the new values when partner_id has changed """
for lead in self:
if not lead.function or lead.partner_id.function:
lead.function = lead.partner_id.function
@api.depends('partner_id')
def _compute_title(self):
""" compute the new values when partner_id has changed """
for lead in self:
if not lead.title or lead.partner_id.title:
lead.title = lead.partner_id.title
@api.depends('partner_id')
def _compute_mobile(self):
""" compute the new values when partner_id has changed """
for lead in self:
if not lead.mobile or lead.partner_id.mobile:
lead.mobile = lead.partner_id.mobile
@api.depends('partner_id')
def _compute_website(self):
""" compute the new values when partner_id has changed """
for lead in self:
if not lead.website or lead.partner_id.website:
lead.website = lead.partner_id.website
@api.depends('partner_id')
def _compute_lang_id(self):
""" compute the lang based on partner, erase any value to force the partner
one if set. """
# prepare cache
lang_codes = [code for code in self.mapped('partner_id.lang') if code]
if lang_codes:
lang_id_by_code = dict(
(code, self.env['res.lang']._get_data(code=code).id)
for code in lang_codes
)
else:
lang_id_by_code = {}
for lead in self.filtered('partner_id'):
lead.lang_id = lang_id_by_code.get(lead.partner_id.lang, False)
@api.depends('lang_id')
def _compute_lang_active_count(self):
self.lang_active_count = len(self.env['res.lang'].get_installed())
@api.depends('partner_id')
def _compute_partner_address_values(self):
""" Sync all or none of address fields """
for lead in self:
lead.update(lead._prepare_address_values_from_partner(lead.partner_id))
@api.depends('partner_id.email')
def _compute_email_from(self):
for lead in self:
if lead.partner_id.email and lead._get_partner_email_update():
lead.email_from = lead.partner_id.email
def _inverse_email_from(self):
for lead in self:
if lead._get_partner_email_update(force_void=False):
lead.partner_id.email = lead.email_from
@api.depends('email_normalized')
def _compute_email_domain_criterion(self):
self.email_domain_criterion = False
for lead in self.filtered('email_normalized'):
lead.email_domain_criterion = iap_tools.mail_prepare_for_domain_search(
lead.email_normalized
)
@api.depends('partner_id.phone')
def _compute_phone(self):
for lead in self:
if lead.partner_id.phone and lead._get_partner_phone_update():
lead.phone = lead.partner_id.phone
def _inverse_phone(self):
for lead in self:
if lead._get_partner_phone_update(force_void=False):
lead.partner_id.phone = lead.phone
@api.depends('phone', 'country_id.code')
def _compute_phone_state(self):
for lead in self:
phone_status = False
if lead.phone:
country_code = lead.country_id.code if lead.country_id and lead.country_id.code else None
try:
if phone_validation.phone_parse(lead.phone, country_code): # otherwise library not installed
phone_status = 'correct'
except UserError:
phone_status = 'incorrect'
lead.phone_state = phone_status
@api.depends('email_from')
def _compute_email_state(self):
for lead in self:
email_state = False
if lead.email_from:
email_state = 'incorrect'
for email in email_split(lead.email_from):
if mail_validation.mail_validate(email):
email_state = 'correct'
break
lead.email_state = email_state
@api.depends('probability', 'automated_probability')
def _compute_is_automated_probability(self):
""" If probability and automated_probability are equal probability computation
is considered as automatic, aka probability is sync with automated_probability """
for lead in self:
lead.is_automated_probability = tools.float_compare(lead.probability, lead.automated_probability, 2) == 0
@api.depends(lambda self: ['stage_id', 'team_id'] + self._pls_get_safe_fields())
def _compute_probabilities(self):
lead_probabilities = self._pls_get_naive_bayes_probabilities()
for lead in self:
if lead.id in lead_probabilities:
was_automated = lead.active and lead.is_automated_probability
lead.automated_probability = lead_probabilities[lead.id]
if was_automated:
lead.probability = lead.automated_probability
@api.depends('expected_revenue', 'probability')
def _compute_prorated_revenue(self):
for lead in self:
lead.prorated_revenue = round((lead.expected_revenue or 0.0) * (lead.probability or 0) / 100.0, 2)
@api.depends('recurring_revenue', 'recurring_plan.number_of_months')
def _compute_recurring_revenue_monthly(self):
for lead in self:
lead.recurring_revenue_monthly = (lead.recurring_revenue or 0.0) / (lead.recurring_plan.number_of_months or 1)
@api.depends('recurring_revenue_monthly', 'probability')
def _compute_recurring_revenue_monthly_prorated(self):
for lead in self:
lead.recurring_revenue_monthly_prorated = (lead.recurring_revenue_monthly or 0.0) * (lead.probability or 0) / 100.0
@api.depends('recurring_revenue', 'probability')
def _compute_recurring_revenue_prorated(self):
for lead in self:
lead.recurring_revenue_prorated = (lead.recurring_revenue or 0.0) * (lead.probability or 0) / 100.0
@api.depends('calendar_event_ids', 'calendar_event_ids.start')
def _compute_meeting_display(self):
now = fields.Datetime.now()
meeting_data = self.env['calendar.event'].sudo()._read_group([
('opportunity_id', 'in', self.ids),
], ['opportunity_id'], ['start:array_agg', 'start:max'])
mapped_data = {
lead: {
'last_meeting_date': last_meeting_date,
'next_meeting_date': min([dt for dt in meeting_start_dates if dt > now] or [False]),
} for lead, meeting_start_dates, last_meeting_date in meeting_data
}
for lead in self:
lead_meeting_info = mapped_data.get(lead)
if not lead_meeting_info:
lead.meeting_display_date = False
lead.meeting_display_label = _('No Meeting')
elif lead_meeting_info['next_meeting_date']:
lead.meeting_display_date = lead_meeting_info['next_meeting_date']
lead.meeting_display_label = _('Next Meeting')
else:
lead.meeting_display_date = lead_meeting_info['last_meeting_date']
lead.meeting_display_label = _('Last Meeting')
@api.depends('email_domain_criterion', 'email_normalized', 'partner_id',
'phone_sanitized')
def _compute_potential_lead_duplicates(self):
""" Override potential lead duplicates computation to be more efficient
with high lead volume.
Criterions:
* email domain exact match;
* phone_sanitized exact match;
* same commercial entity;
"""
SEARCH_RESULT_LIMIT = 21
def return_if_relevant(model_name, domain):
""" Returns the recordset obtained by performing a search on the provided
model with the provided domain if the cardinality of that recordset is
below a given threshold (i.e: `SEARCH_RESULT_LIMIT`). Otherwise, returns
an empty recordset of the provided model as it indicates search term
was not relevant.
Note: The function will use the administrator privileges to guarantee
that a maximum amount of leads will be included in the search results
and transcend multi-company record rules. It also includes archived
records. Idea is that counter indicates duplicates are present and
the lead could be escalated to managers.
"""
model = self.env[model_name].sudo().with_context(active_test=False)
res = model.search(domain, limit=SEARCH_RESULT_LIMIT)
return res if len(res) < SEARCH_RESULT_LIMIT else model
for lead in self:
lead_id = lead._origin.id if isinstance(lead.id, models.NewId) else lead.id
common_lead_domain = [
('id', '!=', lead_id)
]
duplicate_lead_ids = self.env['crm.lead']
# check the "company" email domain duplicates
if lead.email_domain_criterion:
duplicate_lead_ids |= return_if_relevant('crm.lead', common_lead_domain + [
('email_domain_criterion', '=', lead.email_domain_criterion)
])
# check for "same commercial entity" duplicates
if lead.partner_id and lead.partner_id.commercial_partner_id:
duplicate_lead_ids |= lead.with_context(active_test=False).search(common_lead_domain + [
("partner_id", "child_of", lead.partner_id.commercial_partner_id.ids)
])
# check the phone number duplicates, based on phone_sanitized. Only
# exact matches are found, and the single one stored in phone_sanitized
# in case phone and mobile are both set.
if lead.phone_sanitized:
duplicate_lead_ids |= return_if_relevant('crm.lead', common_lead_domain + [
('phone_sanitized', '=', lead.phone_sanitized)
])
lead.duplicate_lead_ids = duplicate_lead_ids + lead
lead.duplicate_lead_count = len(duplicate_lead_ids)
@api.depends('email_from', 'partner_id')
def _compute_partner_email_update(self):
for lead in self:
lead.partner_email_update = lead._get_partner_email_update(force_void=False)
@api.depends('phone', 'partner_id')
def _compute_partner_phone_update(self):
for lead in self:
lead.partner_phone_update = lead._get_partner_phone_update(force_void=False)
@api.depends_context('uid')
@api.depends('partner_id', 'type')
def _compute_is_partner_visible(self):
""" When the crm.lead is of type 'lead', we don't want to display the "Customer" field on the form view
unless it's set (or debug mode).
Indeed, most of the times leads will not have this information set, since when we assign a Customer we
usually convert the lead to an opportunity as well.
This means that on the lead form, we don't want to display this field since it may be misleading for the
end user.
When it's set however, we want to display it, mainly because there are a few automatic synchronizations between
the lead and its partner (phone and email for examples), and this needs to be clear that modifying
one of those fields will in turn modify the linked partner."""
is_debug_mode = self.env.user.has_group('base.group_no_one')
for lead in self:
lead.is_partner_visible = bool(lead.type == 'opportunity' or lead.partner_id or is_debug_mode)
@api.onchange('phone', 'country_id', 'company_id')
def _onchange_phone_validation(self):
if self.phone:
self.phone = self._phone_format(fname='phone', force_format='INTERNATIONAL') or self.phone
@api.onchange('mobile', 'country_id', 'company_id')
def _onchange_mobile_validation(self):
if self.mobile:
self.mobile = self._phone_format(fname='mobile', force_format='INTERNATIONAL') or self.mobile
def _prepare_values_from_partner(self, partner):
""" Get a dictionary with values coming from partner information to
copy on a lead. Non-address fields get the current lead
values to avoid being reset if partner has no value for them. """
# Sync all address fields from partner, or none, to avoid mixing them.
values = self._prepare_address_values_from_partner(partner)
# For other fields, get the info from the partner, but only if set
values.update({f: partner[f] or self[f] for f in PARTNER_FIELDS_TO_SYNC if f != 'lang'})
if partner.lang:
values['lang_id'] = self.env['res.lang']._get_data(code=partner.lang).id
# Fields with specific logic
values.update(self._prepare_contact_name_from_partner(partner))
values.update(self._prepare_partner_name_from_partner(partner))
return self._convert_to_write(values)
def _prepare_address_values_from_partner(self, partner):
# Sync all address fields from partner, or none, to avoid mixing them.
if any(partner[f] for f in PARTNER_ADDRESS_FIELDS_TO_SYNC):
values = {f: partner[f] for f in PARTNER_ADDRESS_FIELDS_TO_SYNC}
else:
values = {f: self[f] for f in PARTNER_ADDRESS_FIELDS_TO_SYNC}
return values
def _prepare_contact_name_from_partner(self, partner):
contact_name = False if partner.is_company else partner.name
return {'contact_name': contact_name or self.contact_name}
def _prepare_partner_name_from_partner(self, partner):
""" Company name: name of partner parent (if set) or name of partner
(if company) or company_name of partner (if not a company). """
partner_name = partner.parent_id.name
if not partner_name and partner.is_company:
partner_name = partner.name
elif not partner_name and partner.company_name:
partner_name = partner.company_name
return {'partner_name': partner_name or self.partner_name}
def _get_partner_email_update(self, force_void=True):
"""Calculate if we should write the email on the related partner. When
the email of the lead / partner is an empty string, we force it to False
to not propagate a False on an empty string.
Done in a separate method so it can be used in both ribbon and inverse
and compute of email update methods.
:param bool force_void: if False, skip when lead has a void email value.
This is used notably to avoid propagating void lead value to a valid
partner value.
"""
self.ensure_one()
if self.partner_id and (force_void or self.email_from) and self.email_from != self.partner_id.email:
lead_email_normalized = tools.email_normalize(self.email_from) or self.email_from or False
partner_email_normalized = tools.email_normalize(self.partner_id.email) or self.partner_id.email or False
return lead_email_normalized != partner_email_normalized
return False
def _get_partner_phone_update(self, force_void=True):
"""Calculate if we should write the phone on the related partner. When
the phone of the lead / partner is an empty string, we force it to False
to not propagate a False on an empty string.
Done in a separate method so it can be used in both ribbon and inverse
and compute of phone update methods.
:param bool force_void: if False, skip when lead has a void phone value.
This is used notably to avoid propagating void lead value to a valid
partner value.
"""
self.ensure_one()
if self.partner_id and (force_void or self.phone) and self.phone != self.partner_id.phone:
lead_phone_formatted = self._phone_format(fname='phone') or self.phone or False
partner_phone_formatted = self.partner_id._phone_format(fname='phone') or self.partner_id.phone or False
return lead_phone_formatted != partner_phone_formatted
return False
# ------------------------------------------------------------
# ORM
# ------------------------------------------------------------
def _auto_init(self):
super()._auto_init()
tools.create_index(self._cr, 'crm_lead_user_id_team_id_type_index',
self._table, ['user_id', 'team_id', 'type'])
tools.create_index(self._cr, 'crm_lead_create_date_team_id_idx',
self._table, ['create_date', 'team_id'])
@api.model_create_multi
def create(self, vals_list):
for vals in vals_list:
if vals.get('website'):
vals['website'] = self.env['res.partner']._clean_website(vals['website'])
leads = super(Lead, self).create(vals_list)
for lead, values in zip(leads, vals_list):
if any(field in ['active', 'stage_id'] for field in values):
lead._handle_won_lost(values)
return leads
def write(self, vals):
if vals.get('website'):
vals['website'] = self.env['res.partner']._clean_website(vals['website'])
now = self.env.cr.now()
stage_updated, stage_is_won = False, False
# stage change (or reset): update date_last_stage_update if at least one
# lead does not have the same stage
if 'stage_id' in vals:
stage_updated = any(lead.stage_id.id != vals['stage_id'] for lead in self)
if stage_updated:
vals['date_last_stage_update'] = now
if stage_updated and vals.get('stage_id'):
stage = self.env['crm.stage'].browse(vals['stage_id'])
if stage.is_won:
vals.update({'probability': 100, 'automated_probability': 100})
stage_is_won = True
# user change; update date_open if at least one lead does not
# have the same user
if 'user_id' in vals and not vals.get('user_id'):
vals['date_open'] = False
elif vals.get('user_id'):
user_updated = any(lead.user_id.id != vals['user_id'] for lead in self)
if user_updated:
vals['date_open'] = now
# stage change with new stage: update probability and date_closed
if vals.get('probability', 0) >= 100 or not vals.get('active', True):
vals['date_closed'] = fields.Datetime.now()
elif vals.get('probability', 0) > 0:
vals['date_closed'] = False
elif stage_updated and not stage_is_won and not 'probability' in vals:
vals['date_closed'] = False
if any(field in ['active', 'stage_id'] for field in vals):
self._handle_won_lost(vals)
if not stage_is_won:
return super(Lead, self).write(vals)
# stage change between two won stages: does not change the date_closed
leads_already_won = self.filtered(lambda lead: lead.stage_id.is_won)
remaining = self - leads_already_won
if remaining:
result = super(Lead, remaining).write(vals)
if leads_already_won:
vals.pop('date_closed', False)
result = super(Lead, leads_already_won).write(vals)
return result
@api.model
def search_fetch(self, domain, field_names, offset=0, limit=None, order=None):
""" Override to support ordering on my_activity_date_deadline.
Ordering through web client calls search_read() with an order parameter
set. Method search_read() then calls search_fetch(). Here we override
search_fetch() to intercept a search with an order on field
my_activity_date_deadline. In that case we do the search in two steps.
First step: fill with deadline-based results
* Perform a read_group on my activities to get a mapping lead_id / deadline
Remember date_deadline is required, we always have a value for it. Only
the earliest deadline per lead is kept.
* Search leads linked to those activities that also match the asked domain
and order from the original search request.
* Results of that search will be at the top of returned results. Use limit
None because we have to search all leads linked to activities as ordering
on deadline is done in post processing.
* Reorder them according to deadline asc or desc depending on original
search ordering. Finally take only a subset of those leads to fill with
results matching asked offset / limit.
Second step: fill with other results. If first step does not gives results
enough to match offset and limit parameters we fill with a search on other
leads. We keep the asked domain and ordering while filtering out already
scanned leads to keep a coherent results.
All other search and search_read are left untouched by this override to avoid
side effects. Search_count is not affected by this override.
"""
if not order or 'my_activity_date_deadline' not in order:
return super().search_fetch(domain, field_names, offset, limit, order)
order_items = [order_item.strip().lower() for order_item in (order or self._order).split(',')]
# Perform a read_group on my activities to get a mapping lead_id / deadline
# Remember date_deadline is required, we always have a value for it. Only
# the earliest deadline per lead is kept.
activity_asc = any('my_activity_date_deadline asc' in item for item in order_items)
my_lead_activities = self.env['mail.activity']._read_group(
[('res_model', '=', self._name), ('user_id', '=', self.env.uid)],
['res_id'],
['date_deadline:min'],
order='date_deadline:min ASC, res_id',
)
my_lead_mapping = dict(my_lead_activities)
my_lead_ids = list(my_lead_mapping.keys())
my_lead_domain = expression.AND([[('id', 'in', my_lead_ids)], domain])
my_lead_order = ', '.join(item for item in order_items if 'my_activity_date_deadline' not in item)
# Search leads linked to those activities and order them. See docstring
# of this method for more details.
search_res = super().search_fetch(my_lead_domain, field_names, order=my_lead_order)
my_lead_ids_ordered = sorted(search_res.ids, key=lambda lead_id: my_lead_mapping[lead_id], reverse=not activity_asc)
# keep only requested window (offset + limit, or offset+)
my_lead_ids_keep = my_lead_ids_ordered[offset:(offset + limit)] if limit else my_lead_ids_ordered[offset:]
# keep list of already skipped lead ids to exclude them from future search
my_lead_ids_skip = my_lead_ids_ordered[:(offset + limit)] if limit else my_lead_ids_ordered
# do not go further if limit is achieved
if limit and len(my_lead_ids_keep) >= limit:
return self.browse(my_lead_ids_keep)
# Fill with remaining leads. If a limit is given, simply remove count of
# already fetched. Otherwise keep none. If an offset is set we have to
# reduce it by already fetch results hereabove. Order is updated to exclude
# my_activity_date_deadline when calling super() .
lead_limit = (limit - len(my_lead_ids_keep)) if limit else None
if offset:
lead_offset = max((offset - len(search_res), 0))
else:
lead_offset = 0
lead_order = ', '.join(item for item in order_items if 'my_activity_date_deadline' not in item)
other_lead_res = super().search_fetch(
expression.AND([[('id', 'not in', my_lead_ids_skip)], domain]),
field_names, lead_offset, lead_limit, lead_order,
)
return self.browse(my_lead_ids_keep) + other_lead_res
def _handle_won_lost(self, vals):
""" This method handle the state changes :
- To lost : We need to increment corresponding lost count in scoring frequency table
- To won : We need to increment corresponding won count in scoring frequency table
- From lost to Won : We need to decrement corresponding lost count + increment corresponding won count
in scoring frequency table.
- From won to lost : We need to decrement corresponding won count + increment corresponding lost count
in scoring frequency table."""
Lead = self.env['crm.lead']
leads_reach_won = Lead
leads_leave_won = Lead
leads_reach_lost = Lead
leads_leave_lost = Lead
won_stage_ids = self.env['crm.stage'].search([('is_won', '=', True)]).ids
for lead in self:
if 'stage_id' in vals:
if vals['stage_id'] in won_stage_ids:
if lead.probability == 0:
leads_leave_lost += lead
leads_reach_won += lead
elif lead.stage_id.id in won_stage_ids and lead.active: # a lead can be lost at won_stage
leads_leave_won += lead
if 'active' in vals:
if not vals['active'] and lead.active: # archive lead
if lead.stage_id.id in won_stage_ids and lead not in leads_leave_won:
leads_leave_won += lead
leads_reach_lost += lead
elif vals['active'] and not lead.active: # restore lead
leads_leave_lost += lead
leads_reach_won._pls_increment_frequencies(to_state='won')
leads_leave_won._pls_increment_frequencies(from_state='won')
leads_reach_lost._pls_increment_frequencies(to_state='lost')
leads_leave_lost._pls_increment_frequencies(from_state='lost')
def copy_data(self, default=None):
# set default value in context, if not already set (Put stage to 'new' stage)
# Set date_open to today if it is an opp
default = dict(default or {})
if not self.env.user.has_group('crm.group_use_recurring_revenues'):
default['recurring_revenue'] = 0
default['recurring_plan'] = False
vals_list = super().copy_data(default=default)
now = self.env.cr.now()
for lead, vals in zip(self, vals_list):
vals.setdefault('type', lead.type)
vals.setdefault('team_id', lead.team_id.id)
vals['date_open'] = now if lead.type == 'opportunity' else False
if not lead.user_id.active:
vals['user_id'] = False
return vals_list
def unlink(self):
""" Update meetings when removing opportunities, otherwise you have
a link to a record that does not lead anywhere. """
meetings = self.env['calendar.event'].search([
('res_id', 'in', self.ids),
('res_model', '=', self._name),
])
if meetings:
meetings.write({
'res_id': False,
'res_model_id': False,
})
return super(Lead, self).unlink()
@api.model
def _read_group_stage_ids(self, stages, domain):
# retrieve team_id from the context and write the domain
# - ('id', 'in', stages.ids): add columns that should be present
# - OR ('fold', '=', False): add default columns that are not folded
# - OR ('team_ids', '=', team_id), ('fold', '=', False) if team_id: add team columns that are not folded
team_id = self._context.get('default_team_id')
if team_id:
search_domain = ['|', ('id', 'in', stages.ids), '|', ('team_id', '=', False), ('team_id', '=', team_id)]
else:
search_domain = ['|', ('id', 'in', stages.ids), ('team_id', '=', False)]
# perform search
stage_ids = stages.sudo()._search(search_domain, order=stages._order)
return stages.browse(stage_ids)
def _stage_find(self, team_id=False, domain=None, order='sequence, id', limit=1):
""" Determine the stage of the current lead with its teams, the given domain and the given team_id
:param team_id
:param domain : base search domain for stage
:param order : base search order for stage
:param limit : base search limit for stage
:returns crm.stage recordset
"""
# collect all team_ids by adding given one, and the ones related to the current leads
team_ids = set()
if team_id:
team_ids.add(team_id)
for lead in self:
if lead.team_id:
team_ids.add(lead.team_id.id)
# generate the domain
if team_ids:
search_domain = ['|', ('team_id', '=', False), ('team_id', 'in', list(team_ids))]
else:
search_domain = [('team_id', '=', False)]
# AND with the domain in parameter
if domain:
search_domain += list(domain)
# perform search, return the first found
return self.env['crm.stage'].search(search_domain, order=order, limit=limit)
# ------------------------------------------------------------
# ACTIONS
# ------------------------------------------------------------
def toggle_active(self):
""" When archiving: mark probability as 0. When re-activating
update probability again, for leads and opportunities. """
res = super(Lead, self).toggle_active()
activated = self.filtered(lambda lead: lead.active)
archived = self.filtered(lambda lead: not lead.active)
if activated:
activated.write({'lost_reason_id': False})
activated._compute_probabilities()
if archived:
archived.write({'probability': 0, 'automated_probability': 0})
return res
def action_set_lost(self, **additional_values):
""" Lost semantic: probability = 0 or active = False """
res = self.action_archive()
if additional_values:
self.write(dict(additional_values))
return res
def action_set_won(self):
""" Won semantic: probability = 100 (active untouched) """
self.action_unarchive()
# group the leads by team_id, in order to write once by values couple (each write leads to frequency increment)
leads_by_won_stage = {}
for lead in self:
won_stages = self._stage_find(domain=[('is_won', '=', True)], limit=None)
# ABD : We could have a mixed pipeline, with "won" stages being separated by "standard"
# stages. In the future, we may want to prevent any "standard" stage to have a higher
# sequence than any "won" stage. But while this is not the case, searching
# for the "won" stage while alterning the sequence order (see below) will correctly
# handle such a case :
# stage sequence : [x] [x (won)] [y] [y (won)] [z] [z (won)]
# when in stage [y] and marked as "won", should go to the stage [y (won)],
# not in [x (won)] nor [z (won)]
stage_id = next((stage for stage in won_stages if stage.sequence > lead.stage_id.sequence), None)
if not stage_id:
stage_id = next((stage for stage in reversed(won_stages) if stage.sequence <= lead.stage_id.sequence), won_stages)
if stage_id in leads_by_won_stage:
leads_by_won_stage[stage_id] += lead
else:
leads_by_won_stage[stage_id] = lead
for won_stage_id, leads in leads_by_won_stage.items():
leads.write({'stage_id': won_stage_id.id, 'probability': 100})
return True
def action_set_automated_probability(self):
self.write({'probability': self.automated_probability})
def action_set_won_rainbowman(self):
self.ensure_one()
self.action_set_won()
message = self._get_rainbowman_message()
if message:
return {
'effect': {
'fadeout': 'slow',
'message': message,
'img_url': '/web/image/%s/%s/image_1024' % (self.team_id.user_id._name, self.team_id.user_id.id) if self.team_id.user_id.image_1024 else '/web/static/img/smile.svg',
'type': 'rainbow_man',
}
}
return True
def get_rainbowman_message(self):
self.ensure_one()
if self.stage_id.is_won:
return self._get_rainbowman_message()
return False
def _get_rainbowman_message(self):
if not self.user_id or not self.team_id:
return False
if not self.expected_revenue:
# Show rainbow man for the first won lead of a salesman, even if expected revenue is not set. It is not
# very often that leads without revenues are marked won, so simply get count using ORM instead of query
today = fields.Datetime.today()
user_won_leads_count = self.search_count([
('type', '=', 'opportunity'),
('user_id', '=', self.user_id.id),
('probability', '=', 100),
('date_closed', '>=', date_utils.start_of(today, 'year')),
('date_closed', '<', date_utils.end_of(today, 'year')),
])
if user_won_leads_count == 1:
return _('Go, go, go! Congrats for your first deal.')
return False
self.flush_model() # flush fields to make sure DB is up to date
query = """
SELECT
SUM(CASE WHEN user_id = %(user_id)s THEN 1 ELSE 0 END) as total_won,
MAX(CASE WHEN date_closed >= CURRENT_DATE - INTERVAL '30 days' AND user_id = %(user_id)s THEN expected_revenue ELSE 0 END) as max_user_30,
MAX(CASE WHEN date_closed >= CURRENT_DATE - INTERVAL '7 days' AND user_id = %(user_id)s THEN expected_revenue ELSE 0 END) as max_user_7,
MAX(CASE WHEN date_closed >= CURRENT_DATE - INTERVAL '30 days' AND team_id = %(team_id)s THEN expected_revenue ELSE 0 END) as max_team_30,
MAX(CASE WHEN date_closed >= CURRENT_DATE - INTERVAL '7 days' AND team_id = %(team_id)s THEN expected_revenue ELSE 0 END) as max_team_7
FROM crm_lead
WHERE
type = 'opportunity'
AND
active = True
AND
probability = 100
AND
DATE_TRUNC('year', date_closed) = DATE_TRUNC('year', CURRENT_DATE)
AND
(user_id = %(user_id)s OR team_id = %(team_id)s)
"""
self.env.cr.execute(query, {'user_id': self.user_id.id,
'team_id': self.team_id.id})
query_result = self.env.cr.dictfetchone()
message = False
if query_result['total_won'] == 1:
message = _('Go, go, go! Congrats for your first deal.')
elif query_result['max_team_30'] == self.expected_revenue:
message = _('Boom! Team record for the past 30 days.')
elif query_result['max_team_7'] == self.expected_revenue:
message = _('Yeah! Deal of the last 7 days for the team.')
elif query_result['max_user_30'] == self.expected_revenue:
message = _('You just beat your personal record for the past 30 days.')
elif query_result['max_user_7'] == self.expected_revenue:
message = _('You just beat your personal record for the past 7 days.')
return message
def action_schedule_meeting(self, smart_calendar=True):
""" Open meeting's calendar view to schedule meeting on current opportunity.
:param smart_calendar: boolean, to set to False if the view should not try to choose relevant
mode and initial date for calendar view, see ``_get_opportunity_meeting_view_parameters``
:return dict: dictionary value for created Meeting view
"""
self.ensure_one()
action = self.env["ir.actions.actions"]._for_xml_id("calendar.action_calendar_event")
partner_ids = self.env.user.partner_id.ids
if self.partner_id:
partner_ids.append(self.partner_id.id)
current_opportunity_id = self.id if self.type == 'opportunity' else False
action['context'] = {
'search_default_opportunity_id': current_opportunity_id,
'default_opportunity_id': current_opportunity_id,
'default_partner_id': self.partner_id.id,
'default_partner_ids': partner_ids,
'default_team_id': self.team_id.id,
'default_name': self.name,
}
# 'Smart' calendar view : get the most relevant time period to display to the user.
if current_opportunity_id and smart_calendar:
mode, initial_date = self._get_opportunity_meeting_view_parameters()
action['context'].update({'default_mode': mode, 'initial_date': initial_date})
return action
def _get_opportunity_meeting_view_parameters(self):
""" Return the most relevant parameters for calendar view when viewing meetings linked to an opportunity.
If there are any meetings that are not finished yet, only consider those meetings,
since the user would prefer no to see past meetings. Otherwise, consider all meetings.
Allday events datetimes are used without taking tz into account.
-If there is no event, return week mode and false (The calendar will target 'now' by default)
-If there is only one, return week mode and date of the start of the event.
-If there are several events entirely on the same week, return week mode and start of first event.
-Else, return month mode and the date of the start of first event as initial date. (If they are
on the same month, this will display that month and therefore show all of them, which is expected)
:return tuple(mode, initial_date)
- mode: selected mode of the calendar view, 'week' or 'month'
- initial_date: date of the start of the first relevant meeting. The calendar will target that date.
"""
self.ensure_one()
meeting_results = self.env["calendar.event"].search_read([('opportunity_id', '=', self.id)], ['start', 'stop', 'allday'])
if not meeting_results:
return "week", False
user_tz = self.env.user.tz or self.env.context.get('tz')
user_pytz = pytz.timezone(user_tz) if user_tz else pytz.utc
# meeting_dts will contain one tuple of datetimes per meeting : (Start, Stop)
# meetings_dts and now_dt are as per user time zone.
meeting_dts = []
now_dt = datetime.now().astimezone(user_pytz).replace(tzinfo=None)
# When creating an allday meeting, whatever the TZ, it will be stored the same e.g. 00.00.00->23.59.59 in utc or
# 08.00.00->18.00.00. Therefore we must not put it back in the user tz but take it raw.
for meeting in meeting_results:
if meeting.get('allday'):
meeting_dts.append((meeting.get('start'), meeting.get('stop')))
else:
meeting_dts.append((meeting.get('start').astimezone(user_pytz).replace(tzinfo=None),
meeting.get('stop').astimezone(user_pytz).replace(tzinfo=None)))
# If there are meetings that are still ongoing or to come, only take those.
unfinished_meeting_dts = [meeting_dt for meeting_dt in meeting_dts if meeting_dt[1] >= now_dt]
relevant_meeting_dts = unfinished_meeting_dts if unfinished_meeting_dts else meeting_dts
relevant_meeting_count = len(relevant_meeting_dts)
if relevant_meeting_count == 1:
return "week", relevant_meeting_dts[0][0].date()
else:
# Range of meetings
earliest_start_dt = min(relevant_meeting_dt[0] for relevant_meeting_dt in relevant_meeting_dts)
latest_stop_dt = max(relevant_meeting_dt[1] for relevant_meeting_dt in relevant_meeting_dts)
# The week start day depends on language. We fetch the week_start of user's language. 1 is monday.
lang_week_start = self.env["res.lang"].search_read([('code', '=', self.env.user.lang)], ['week_start'])
# We substract one to make week_start_index range 0-6 instead of 1-7
week_start_index = int(lang_week_start[0].get('week_start', '1')) - 1
# We compute the weekday of earliest_start_dt according to week_start_index. earliest_start_dt_index will be 0 if we are on the
# first day of the week and 6 on the last. weekday() returns 0 for monday and 6 for sunday. For instance, Tuesday in UK is the
# third day of the week, so earliest_start_dt_index is 2, and remaining_days_in_week includes tuesday, so it will be 5.
# The first term 7 is there to avoid negative left side on the modulo, improving readability.
earliest_start_dt_weekday = (7 + earliest_start_dt.weekday() - week_start_index) % 7
remaining_days_in_week = 7 - earliest_start_dt_weekday
# We compute the start of the week following the one containing the start of the first meeting.
next_week_start_date = earliest_start_dt.date() + timedelta(days=remaining_days_in_week)
# Latest_stop_dt must be before the start of following week. Limit is therefore set at midnight of first day, included.
meetings_in_same_week = latest_stop_dt <= datetime(next_week_start_date.year, next_week_start_date.month, next_week_start_date.day, 0, 0, 0)
if meetings_in_same_week:
return "week", earliest_start_dt.date()
else:
return "month", earliest_start_dt.date()
def action_reschedule_meeting(self):
self.ensure_one()
action = self.action_schedule_meeting(smart_calendar=False)
next_activity = self.activity_ids.filtered(lambda activity: activity.user_id == self.env.user)[:1]
if next_activity.calendar_event_id:
action['context']['initial_date'] = next_activity.calendar_event_id.start
return action
def action_show_potential_duplicates(self):
""" Open kanban view to display duplicate leads or opportunity.
:return dict: dictionary value for created kanban view
"""
self.ensure_one()
action = self.env["ir.actions.actions"]._for_xml_id("crm.crm_lead_opportunities")
action['domain'] = [('id', 'in', self.duplicate_lead_ids.ids)]
action['context'] = {
'active_test': False,
'create': False
}
return action
def action_snooze(self):
self.ensure_one()
my_next_activity = self.activity_ids.filtered(lambda activity: activity.user_id == self.env.user)[:1]
my_next_activity.action_snooze()
return True
# ------------------------------------------------------------
# VIEWS
# ------------------------------------------------------------
def redirect_lead_opportunity_view(self):
self.ensure_one()
return {
'name': _('Lead or Opportunity'),
'view_mode': 'form',
'res_model': 'crm.lead',
'domain': [('type', '=', self.type)],
'res_id': self.id,
'view_id': False,
'type': 'ir.actions.act_window',
'context': {'default_type': self.type}
}
@api.model
def get_empty_list_help(self, help_message):
""" This method returns the action helpers for the leads. If help is already provided
on the action, the same is returned. Otherwise, we build the help message which
contains the alias responsible for creating the lead (if available) and return it.
"""
if not is_html_empty(help_message):
return help_message
help_title, sub_title = "", ""
if self._context.get('default_type') == 'lead':
help_title = _('Create a new lead')
else:
help_title = _('Create an opportunity to start playing with your pipeline.')
alias_domain = [
('company_id', '=', self.env.company.id),
('alias_id.alias_name', '!=', False),
('alias_id.alias_name', '!=', ''),
('alias_id.alias_model_id.model', '=', 'crm.lead'),
]
# sort by use_leads, then by our membership of the team
alias_records = self.env['crm.team'].search(alias_domain).sorted(
lambda r: (r.use_leads, self.env.user in r.member_ids), reverse=True
)
alias_record = alias_records[0] if alias_records else None
if alias_record and alias_record.alias_domain and alias_record.alias_name:
sub_title = Markup(_('Use the <i>New</i> button, or send an email to %(email_link)s to test the email gateway.')) % {
'email_link': Markup("<b><a href='mailto:%s'>%s</a></b>") % (alias_record.display_name, alias_record.display_name),
}
return super().get_empty_list_help(
f'<p class="o_view_nocontent_smiling_face">{help_title}</p><p class="oe_view_nocontent_alias">{sub_title}</p>'
)
# ------------------------------------------------------------
# BUSINESS
# ------------------------------------------------------------
def log_meeting(self, meeting):
""" Log the meeting info with a link to it in the chatter
:param record meeting: the meeting we want to log
"""
if not meeting.duration:
duration = _('unknown')
else:
duration = self.env['ir.qweb.field.duration'].value_to_html(meeting.duration, {'unit': 'hour'})
meeting_usertime = fields.Datetime.to_string(fields.Datetime.context_timestamp(self, meeting.start))
meeting_time = Markup("<time datetime='%(meeting_start)s+00:00'>%(meeting_user_time)s</time>") % {
'meeting_start': meeting.start,
'meeting_user_time': meeting_usertime,
}
message = Markup("<p>%(meeting)s<br/>%(subject_string)s %(subject_link)s<br/>%(duration)s<p>") % {
'meeting': _("Meeting scheduled at %s", meeting_time),
'subject_string': _("Subject: "),
'subject_link': meeting._get_html_link(),
'duration': _("Duration: %s", duration),
}
return self.message_post(body=message)
# ------------------------------------------------------------
# MERGE AND CONVERT LEADS / OPPORTUNITIES
# ------------------------------------------------------------
def _merge_data(self, fnames=None):
""" Prepare lead/opp data into a dictionary for merging. Different types
of fields are processed in different ways:
- text: all the values are concatenated
- m2m and o2m: those fields aren't processed
- m2o: the first not null value prevails (the other are dropped)
- any other type of field: same as m2o
:param fields: list of fields to process
:return dict data: contains the merged values of the new opportunity
"""
if fnames is None:
fnames = self._merge_get_fields()
fcallables = self._merge_get_fields_specific()
address_values = self._merge_get_fields_address()
# helpers
def _get_first_not_null(attr, opportunities):
value = False
for opp in opportunities:
if opp[attr]:
value = opp[attr].id if isinstance(opp[attr], models.BaseModel) else opp[attr]
break
return value
# process the field's values
data = {}
for field_name in fnames:
field = self._fields.get(field_name)
if field is None:
continue
fcallable = fcallables.get(field_name)
if fcallable and callable(fcallable):
data[field_name] = fcallable(field_name, self)
elif field_name in address_values:
data[field_name] = address_values[field_name]
elif not fcallable and field.type in ('many2many', 'one2many'):
continue
else:
data[field_name] = _get_first_not_null(field_name, self) # take the first not null
return data
def merge_opportunity(self, user_id=False, team_id=False, auto_unlink=True):
""" Merge opportunities in one. Different cases of merge:
- merge leads together = 1 new lead
- merge at least 1 opp with anything else (lead or opp) = 1 new opp
The resulting lead/opportunity will be the most important one (based on its confidence level)
updated with values from other opportunities to merge.
:param user_id : the id of the saleperson. If not given, will be determined by `_merge_data`.
:param team : the id of the Sales Team. If not given, will be determined by `_merge_data`.
:return crm.lead record resulting of th merge
"""
return self._merge_opportunity(user_id=user_id, team_id=team_id, auto_unlink=auto_unlink)
def _merge_opportunity(self, user_id=False, team_id=False, auto_unlink=True, max_length=5):
""" Private merging method. This one allows to relax rules on record set
length allowing to merge more than 5 opportunities at once if requested.
This should not be called by action buttons.
See ``merge_opportunity`` for more details. """
if len(self.ids) <= 1:
raise UserError(_('Select at least two Leads/Opportunities from the list to merge them.'))
if max_length and len(self.ids) > max_length and not self.env.is_superuser():
raise UserError(_("To prevent data loss, Leads and Opportunities can only be merged by groups of %(max_length)s.", max_length=max_length))
opportunities = self._sort_by_confidence_level(reverse=True)
# get SORTED recordset of head and tail, and complete list
opportunities_head = opportunities[0]
opportunities_tail = opportunities[1:]
# merge all the sorted opportunity. This means the value of
# the first (head opp) will be a priority.
merged_data = opportunities._merge_data(self._merge_get_fields())
# force value for saleperson and Sales Team
if user_id:
merged_data['user_id'] = user_id
if team_id:
merged_data['team_id'] = team_id
merged_followers = opportunities_head._merge_followers(opportunities_tail)
# log merge message
opportunities_head._merge_log_summary(merged_followers, opportunities_tail)
# merge other data (mail.message, attachments, ...) from tail into head
opportunities_head._merge_dependences(opportunities_tail)
# check if the stage is in the stages of the Sales Team. If not, assign the stage with the lowest sequence
if merged_data.get('team_id'):
team_stage_ids = self.env['crm.stage'].search(['|', ('team_id', '=', merged_data['team_id']), ('team_id', '=', False)], order='sequence, id')
if merged_data.get('stage_id') not in team_stage_ids.ids:
merged_data['stage_id'] = team_stage_ids[0].id if team_stage_ids else False
# write merged data into first opportunity; remove some keys if already
# set on opp to avoid useless recomputes
if 'user_id' in merged_data and opportunities_head.user_id.id == merged_data['user_id']:
merged_data.pop('user_id')
if 'team_id' in merged_data and opportunities_head.team_id.id == merged_data['team_id']:
merged_data.pop('team_id')
opportunities_head.write(merged_data)
# delete tail opportunities
# we use the SUPERUSER to avoid access rights issues because as the user had the rights to see the records it should be safe to do so
if auto_unlink:
opportunities_tail.sudo().unlink()
return opportunities_head
def _merge_get_fields_address(self):
"""The address fields are propagated as a whole.
The address is taken from the lead with the most non-empty address field
(sorted by highest rank if multiple lead have the same amount of non-empty
fields).
"""
source_lead = max(self, key=lambda lead: len(list(
lead[field] for field in PARTNER_ADDRESS_FIELDS_TO_SYNC
if lead[field]
)))
return {fname: source_lead[fname] for fname in PARTNER_ADDRESS_FIELDS_TO_SYNC}
def _merge_get_fields_specific(self):
return {
'description': lambda fname, leads: '<br/><br/>'.join(desc for desc in leads.mapped('description') if not is_html_empty(desc)),
'type': lambda fname, leads: 'opportunity' if any(lead.type == 'opportunity' for lead in leads) else 'lead',
'priority': lambda fname, leads: max(leads.mapped('priority')) if leads else False,
'tag_ids': lambda fname, leads: leads.mapped('tag_ids'),
'lost_reason_id': lambda fname, leads:
False if leads and leads[0].probability
else next((lead.lost_reason_id for lead in leads if lead.lost_reason_id), False),
}
def _merge_get_fields(self):
return (
CRM_LEAD_FIELDS_TO_MERGE
+ list(self._merge_get_fields_specific().keys())
+ PARTNER_ADDRESS_FIELDS_TO_SYNC
)
def _merge_dependences(self, opportunities):
""" Merge dependences (messages, attachments,activities, calendar events,
...). These dependences will be transfered to `self` considered as the
master lead.
:param opportunities : recordset of opportunities to transfer. Does not
include `self` which is the target crm.lead being the result of the
merge;
"""
self.ensure_one()
self._merge_dependences_history(opportunities)
self._merge_dependences_attachments(opportunities)
self._merge_dependences_calendar_events(opportunities)
def _merge_dependences_history(self, opportunities):
""" Move history from the given opportunities to the current one. `self`
is the crm.lead record destination for message of `opportunities`.
This method moves
* messages
* activities
:param opportunities: see ``_merge_dependences``
"""
self.ensure_one()
for opportunity in opportunities:
for message in opportunity.message_ids:
if message.subject:
subject = _("From %(source_name)s: %(source_subject)s", source_name=opportunity.name, source_subject=message.subject)
else:
subject = _("From %(source_name)s", source_name=opportunity.name)
message.sudo().write({
'res_id': self.id,
'subject': subject,
})
opportunities.activity_ids.write({
'res_id': self.id,
})
return True
def _merge_dependences_attachments(self, opportunities):
""" Move attachments of given opportunities to the current one `self`, and rename
the attachments having same name than native ones.
:param opportunities: see ``_merge_dependences``
"""
self.ensure_one()
all_attachments = self.env['ir.attachment'].search([
('res_model', '=', self._name),
('res_id', 'in', opportunities.ids)
])
for opportunity in opportunities:
attachments = all_attachments.filtered(lambda attach: attach.res_id == opportunity.id)
for attachment in attachments:
attachment.write({
'res_id': self.id,
'name': _("%(attach_name)s (from %(lead_name)s)",
attach_name=attachment.name,
lead_name=opportunity.name[:20]
)
})
return True
def _merge_dependences_calendar_events(self, opportunities):
""" Move calender.event from the given opportunities to the current one. `self` is the
crm.lead record destination for event of `opportunities`.
:param opportunities: see ``merge_dependences``
"""
self.ensure_one()
meetings = self.env['calendar.event'].search([('opportunity_id', 'in', opportunities.ids)])
return meetings.write({
'res_id': self.id,
'opportunity_id': self.id,
})
def _merge_followers(self, opportunities):
"""Add the followers into the destination lead if they post a message in the last 30 days.
:param opportunities : Record<crm.lead> of opportunities to transfer
:return: {old_lead_id: Record<mail.followers>} Followers which have been added in
the destination lead grouped by source lead ID.
"""
self.ensure_one()
self.env['mail.message'].flush_model()
self.env['mail.followers'].flush_model()
# Get the active followers (followers whose partner post a message on the
# leads in the last 30 days) which should be moved on the destination lead
self.env.cr.execute(
'''
SELECT MAX(mf.id) AS id
FROM mail_followers AS mf
JOIN mail_message AS mm
ON mm.author_id = mf.partner_id
AND mm.res_id = mf.res_id
AND mm.model = 'crm.lead'
AND mm.date > NOW() - INTERVAL '30 DAY'
/* Check if the partner is already
following the destination lead */
LEFT JOIN mail_followers AS destf
ON destf.res_model = 'crm.lead'
AND destf.res_id = %(lead_id)s
AND destf.partner_id = mf.partner_id
/* Select only once each partner
to not create duplicated followers */
WHERE mf.res_model = 'crm.lead'
AND mf.res_id IN %(lead_ids)s
AND destf IS NULL
GROUP BY mf.partner_id
''',
{'lead_ids': tuple(opportunities.ids), 'lead_id': self.id},
)
followers_to_update = [r[0] for r in self.env.cr.fetchall()]
followers_to_update = self.env['mail.followers'].browse(followers_to_update).sudo()
followers_by_old_lead = dict(groupby(followers_to_update, lambda f: f.res_id))
followers_to_update.write({'res_id': self.id})
return followers_by_old_lead
def _merge_log_summary(self, merged_followers, opportunities_tail):
"""Log the merge message on the lead."""
self.ensure_one()
self.message_post_with_source(
"crm.crm_lead_merge_summary",
render_values={
"merged_followers": merged_followers,
"opportunities": opportunities_tail,
"is_html_empty": is_html_empty,
},
subtype_xmlid='mail.mt_note',
)
def _format_properties(self):
"""Format the properties to build the merge message.
Return a list of dict containing the label, and a value key if there's only
one value, or a "values" key if we have multiple values (e.g. many2many, tags).
E.G.
[{
'label': 'My Partner',
'value': 'Alice',
}, {
'label': 'My Partners',
'values': [
{'name': 'Alice'},
{'name': 'Bob'},
],
}, {
'label': 'My Tags',
'values': [
{'name': 'A', 'color': 1},
{'name': 'C', 'color': 3},
],
}]
"""
self.ensure_one()
# read to have the display names already in the value
properties = self.read(['lead_properties'])[0]['lead_properties']
formatted = []
for definition in properties:
label = definition.get('string')
value = definition.get('value')
property_type = definition['type']
if not value and property_type != 'boolean':
continue
property_dict = {'label': label}
if property_type == 'boolean':
property_dict['value'] = _('Yes') if value else _('No')
elif value and property_type == 'many2one':
property_dict['value'] = value[1]
elif value and property_type == 'many2many':
# show many2many in badge
property_dict['values'] = [{'name': rec[1]} for rec in value]
elif value and property_type in ['selection', 'tags']:
# retrieve the option label from the value
options = {
option[0]: option[1:]
for option in (definition.get(property_type) or [])
}
if property_type == 'selection':
value = options.get(value)
property_dict['value'] = value[0] if value else None
else:
property_dict['values'] = [{
'name': options[tag][0],
'color': options[tag][1],
} for tag in value if tag in options
]
else:
property_dict['value'] = value
formatted.append(property_dict)
return formatted
# CONVERT
# ----------------------------------------------------------------------
def _convert_opportunity_data(self, customer, team_id=False):
""" Extract the data from a lead to create the opportunity
:param customer : res.partner record
:param team_id : identifier of the Sales Team to determine the stage
"""
new_team_id = team_id if team_id else self.team_id.id
upd_values = {
'type': 'opportunity',
'date_conversion': self.env.cr.now(),
}
if customer != self.partner_id:
upd_values['partner_id'] = customer.id if customer else False
if not self.stage_id:
stage = self._stage_find(team_id=new_team_id)
upd_values['stage_id'] = stage.id
return upd_values
def convert_opportunity(self, partner, user_ids=False, team_id=False):
customer = partner if partner else self.env['res.partner']
for lead in self:
if not lead.active or lead.probability == 100:
continue
vals = lead._convert_opportunity_data(customer, team_id)
lead.write(vals)
if user_ids or team_id:
self._handle_salesmen_assignment(user_ids=user_ids, team_id=team_id)
return True
def _handle_partner_assignment(self, force_partner_id=False, create_missing=True):
""" Update customer (partner_id) of leads. Purpose is to set the same
partner on most leads; either through a newly created partner either
through a given partner_id.
:param int force_partner_id: if set, update all leads to that customer;
:param create_missing: for leads without customer, create a new one
based on lead information;
"""
for lead in self:
if force_partner_id:
lead.partner_id = force_partner_id
if not lead.partner_id and create_missing:
partner = lead._create_customer()
lead.partner_id = partner.id
def _handle_salesmen_assignment(self, user_ids=False, team_id=False):
""" Assign salesmen and salesteam to a batch of leads. If there are more
leads than salesmen, these salesmen will be assigned in round-robin. E.g.
4 salesmen (S1, S2, S3, S4) for 6 leads (L1, L2, ... L6) will assigned as
following: L1 - S1, L2 - S2, L3 - S3, L4 - S4, L5 - S1, L6 - S2.
:param list user_ids: salesmen to assign
:param int team_id: salesteam to assign
"""
update_vals = {'team_id': team_id} if team_id else {}
if not user_ids and team_id:
self.write(update_vals)
else:
lead_ids = self.ids
steps = len(user_ids)
# pass 1 : lead_ids[0:6:3] = [L1,L4]
# pass 2 : lead_ids[1:6:3] = [L2,L5]
# pass 3 : lead_ids[2:6:3] = [L3,L6]
# ...
for idx in range(0, steps):
subset_ids = lead_ids[idx:len(lead_ids):steps]
update_vals['user_id'] = user_ids[idx]
self.env['crm.lead'].browse(subset_ids).write(update_vals)
# ------------------------------------------------------------
# MERGE / CONVERT TOOLS
# ---------------------------------------------------------
# CLASSIFICATION TOOLS
# --------------------------------------------------
def _get_lead_duplicates(self, partner=None, email=None, include_lost=False):
""" Search for leads that seem duplicated based on partner / email.
:param partner : optional customer when searching duplicated
:param email: email (possibly formatted) to search
:param boolean include_lost: if True, search includes archived opportunities
(still only active leads are considered). If False, search for active
and not won leads and opportunities;
"""
if not email and not partner:
return self.env['crm.lead']
domain = []
for normalized_email in [tools.email_normalize(email) for email in tools.email_split(email)]:
domain.append(('email_normalized', '=', normalized_email))
if partner:
domain.append(('partner_id', '=', partner.id))
if not domain:
return self.env['crm.lead']
domain = ['|'] * (len(domain) - 1) + domain
if include_lost:
domain += ['|', ('type', '=', 'opportunity'), ('active', '=', True)]
else:
domain += ['&', ('active', '=', True), '|', ('stage_id', '=', False), ('stage_id.is_won', '=', False)]
return self.with_context(active_test=False).search(domain)
def _sort_by_confidence_level(self, reverse=False):
""" Sorting the leads/opps according to the confidence level to it
being won. It is sorted following this incremental heuristics :
* "not lost" first (inactive leads are lost); normally all leads
should be active but in case lost one, they are always last.
Inactive opportunities are considered as valid;
* opportunity is more reliable than a lead which is a pre-stage
used mainly for first classification;
* stage sequence: the higher the better as it indicates we are moving
towards won stage;
* probability: the higher the better as it is more likely to be won;
* ID: the higher the better when all other parameters are equal. We
consider newer leads to be more reliable;
"""
def opps_key(opportunity):
return opportunity.type == 'opportunity' or opportunity.active, \
opportunity.type == 'opportunity', \
opportunity.stage_id.sequence, \
opportunity.probability, \
-opportunity._origin.id
return self.sorted(key=opps_key, reverse=reverse)
# CUSTOMER TOOLS
# --------------------------------------------------
def _find_matching_partner(self, email_only=False):
""" Try to find a matching partner with available information on the
lead, using notably customer's name, email, ...
:param email_only: Only find a matching based on the email. To use
for automatic process where ilike based on name can be too dangerous
:return: partner browse record
"""
self.ensure_one()
partner = self.partner_id
if not partner and self.email_from:
partner = self.env['res.partner'].search([('email', '=', self.email_from)], limit=1)
if not partner and not email_only:
# search through the existing partners based on the lead's partner or contact name
# to be aligned with _create_customer, search on lead's name as last possibility
for customer_potential_name in [self[field_name] for field_name in ['partner_name', 'contact_name', 'name'] if self[field_name]]:
partner = self.env['res.partner'].search([('name', 'ilike', customer_potential_name)], limit=1)
if partner:
break
return partner
def _create_customer(self):
""" Create a partner from lead data and link it to the lead.
:return: newly-created partner browse record
"""
Partner = self.env['res.partner']
contact_name = self.contact_name
if not contact_name:
contact_name = parse_contact_from_email(self.email_from)[0] if self.email_from else False
if self.partner_name:
partner_company = Partner.create(self._prepare_customer_values(self.partner_name, is_company=True))
elif self.partner_id:
partner_company = self.partner_id
else:
partner_company = None
if contact_name:
return Partner.create(self._prepare_customer_values(contact_name, is_company=False, parent_id=partner_company.id if partner_company else False))
if partner_company:
return partner_company
return Partner.create(self._prepare_customer_values(self.name, is_company=False))
def _get_customer_information(self):
email_normalized_to_values = super()._get_customer_information()
Partner = self.env['res.partner']
for record in self.filtered('email_normalized'):
values = email_normalized_to_values.setdefault(record.email_normalized, {})
contact_name = record.contact_name or record.partner_name or parse_contact_from_email(record.email_from)[0] or record.email_from
# Note that we don't attempt to create the parent company even if partner name is set
values.update(record._prepare_customer_values(contact_name, is_company=False))
values['company_name'] = record.partner_name
if contact_name == record.partner_name:
values['company_type'] = 'company'
return email_normalized_to_values
def _prepare_customer_values(self, partner_name, is_company=False, parent_id=False):
""" Extract data from lead to create a partner.
:param name : furtur name of the partner
:param is_company : True if the partner is a company
:param parent_id : id of the parent partner (False if no parent)
:return: dictionary of values to give at res_partner.create()
"""
email_parts = tools.email_split(self.email_from)
res = {
'name': partner_name,
'user_id': self.env.context.get('default_user_id') or self.user_id.id,
'comment': self.description,
'parent_id': parent_id,
'phone': self.phone,
'mobile': self.mobile,
'email': email_parts[0] if email_parts else False,
'title': self.title.id,
'function': self.function,
'street': self.street,
'street2': self.street2,
'zip': self.zip,
'city': self.city,
'country_id': self.country_id.id,
'state_id': self.state_id.id,
'website': self.website,
'is_company': is_company,
'type': 'contact'
}
if self.lang_id.active:
res['lang'] = self.lang_id.code
return res
# ------------------------------------------------------------
# MAILING
# ------------------------------------------------------------
def _creation_subtype(self):
return self.env.ref('crm.mt_lead_create')
def _creation_message(self):
self.ensure_one()
if self.team_id:
return _('A new lead has been created for the team "%(team_name)s".', team_name=self.team_id.display_name)
return _('A new lead has been created and is not assigned to any team.')
def _track_subtype(self, init_values):
self.ensure_one()
if 'stage_id' in init_values and self.probability == 100 and self.stage_id:
return self.env.ref('crm.mt_lead_won')
elif 'lost_reason_id' in init_values and self.lost_reason_id:
return self.env.ref('crm.mt_lead_lost')
elif 'stage_id' in init_values:
return self.env.ref('crm.mt_lead_stage')
elif 'active' in init_values and self.active:
return self.env.ref('crm.mt_lead_restored')
elif 'active' in init_values and not self.active:
return self.env.ref('crm.mt_lead_lost')
return super(Lead, self)._track_subtype(init_values)
def _notify_by_email_prepare_rendering_context(self, message, msg_vals=False, model_description=False,
force_email_company=False, force_email_lang=False):
render_context = super()._notify_by_email_prepare_rendering_context(
message, msg_vals, model_description=model_description,
force_email_company=force_email_company, force_email_lang=force_email_lang
)
if self.date_deadline:
render_context['subtitles'].append(
_('Deadline: %s', self.date_deadline.strftime(get_lang(self.env).date_format)))
return render_context
def _notify_get_recipients_groups(self, message, model_description, msg_vals=None):
""" Handle salesman recipients that can convert leads into opportunities
and set opportunities as won / lost. """
groups = super()._notify_get_recipients_groups(
message, model_description, msg_vals=msg_vals
)
if not self:
return groups
local_msg_vals = dict(msg_vals or {})
self.ensure_one()
if self.type == 'lead':
convert_action = self._notify_get_action_link('controller', controller='/lead/convert', **local_msg_vals)
salesman_actions = [{'url': convert_action, 'title': _('Convert to opportunity')}]
else:
won_action = self._notify_get_action_link('controller', controller='/lead/case_mark_won', **local_msg_vals)
lost_action = self._notify_get_action_link('controller', controller='/lead/case_mark_lost', **local_msg_vals)
salesman_actions = [
{'url': won_action, 'title': _('Mark Won')},
{'url': lost_action, 'title': _('Mark Lost')}]
salesman_group_id = self.env.ref('sales_team.group_sale_salesman').id
new_group = (
'group_sale_salesman',
lambda pdata: pdata['type'] == 'user' and salesman_group_id in pdata['groups'],
{
'actions': salesman_actions,
'active': True,
'has_button_access': True,
}
)
return [new_group] + groups
def _notify_get_reply_to(self, default=None):
""" Override to set alias of lead and opportunities to their sales team if any. """
aliases = self.mapped('team_id').sudo()._notify_get_reply_to(default=default)
res = {lead.id: aliases.get(lead.team_id.id) for lead in self}
leftover = self.filtered(lambda rec: not rec.team_id)
if leftover:
res.update(super(Lead, leftover)._notify_get_reply_to(default=default))
return res
def _message_get_default_recipients(self):
return {
r.id: {
'partner_ids': [],
'email_to': ','.join(tools.email_normalize_all(r.email_from)) or r.email_from,
'email_cc': False,
} for r in self
}
def _message_get_suggested_recipients(self):
recipients = super()._message_get_suggested_recipients()
try:
# check if that language is correctly installed (and active) before using it
lang_code = self.env['res.lang']._get_data(code=self.lang_code).code or None
if self.partner_id:
self._message_add_suggested_recipient(
recipients, partner=self.partner_id, lang=lang_code, reason=_('Customer'))
elif self.email_from:
self._message_add_suggested_recipient(
recipients, email=self.email_from, lang=lang_code, reason=_('Customer Email'))
except AccessError: # no read access rights -> just ignore suggested recipients because this imply modifying followers
pass
return recipients
@api.model
def message_new(self, msg_dict, custom_values=None):
""" Overrides mail_thread message_new that is called by the mailgateway
through message_process.
This override updates the document according to the email.
"""
# remove default author when going through the mail gateway. Indeed we
# do not want to explicitly set an user as responsible. We prefer that
# assignment is done automatically (scoring) or manually. Otherwise it
# would always be root (gateway user). It also allows to exclude portal
# and public users.
self = self.with_context(default_user_id=False)
if custom_values is None:
custom_values = {}
defaults = {
'name': msg_dict.get('subject') or _("No Subject"),
'email_from': msg_dict.get('from'),
'partner_id': msg_dict.get('author_id', False),
}
if msg_dict.get('priority') in dict(crm_stage.AVAILABLE_PRIORITIES):
defaults['priority'] = msg_dict.get('priority')
defaults.update(custom_values)
return super(Lead, self).message_new(msg_dict, custom_values=defaults)
def _message_post_after_hook(self, message, msg_vals):
if self.email_from and not self.partner_id:
# we consider that posting a message with a specified recipient (not a follower, a specific one)
# on a document without customer means that it was created through the chatter using
# suggested recipients. This heuristic allows to avoid ugly hacks in JS.
new_partner = message.partner_ids.filtered(
lambda partner: partner.email == self.email_from or (self.email_normalized and partner.email_normalized == self.email_normalized)
)
if new_partner:
if new_partner[0].email_normalized:
email_domain = ('email_normalized', '=', new_partner[0].email_normalized)
else:
email_domain = ('email_from', '=', new_partner[0].email)
self.search([
('partner_id', '=', False), email_domain, ('stage_id.fold', '=', False)
]).write({'partner_id': new_partner[0].id})
return super(Lead, self)._message_post_after_hook(message, msg_vals)
def _message_partner_info_from_emails(self, emails, link_mail=False):
""" Try to propose a better recipient when having only an email by populating
it with the partner_name / contact_name field of the lead e.g. if lead
contact_name is "Raoul" and email is "raoul@raoul.fr", suggest
"Raoul" <raoul@raoul.fr> as recipient. """
result = super(Lead, self)._message_partner_info_from_emails(emails, link_mail=link_mail)
if not (self.partner_name or self.contact_name) or not self.email_from:
return result
for email, partner_info in zip(emails, result):
if partner_info.get('partner_id') or not email:
continue
# reformat email if no name information
name_emails = tools.mail.email_split_tuples(email)
name_from_email = name_emails[0][0] if name_emails else False
if name_from_email:
continue # already containing name + email
name_from_email = self.partner_name or self.contact_name
emails_normalized = tools.email_normalize_all(email)
email_normalized = emails_normalized[0] if emails_normalized else False
if email.lower() == self.email_from.lower() or (email_normalized and self.email_normalized == email_normalized):
partner_info['full_name'] = tools.formataddr((
name_from_email,
','.join(emails_normalized) if emails_normalized else email))
break
return result
@api.model
def get_import_templates(self):
return [{
'label': _('Import Template for Leads & Opportunities'),
'template': '/crm/static/xls/crm_lead.xls'
}]
# ------------------------------------------------------------
# PLS
# ------------------------------------------------------------
# Predictive lead scoring is computing the lead probability, based on won and lost leads from the past
# Each won/lost lead increments a frequency table, where we store, for each field/value couple, the number of
# won and lost leads.
# E.g. : A won lead from Belgium will increase the won count of the frequency country_id='Belgium' by 1.
# The frequencies are split by team_id, so each team has its own frequencies environment. (Team A doesn't impact B)
# There are two main ways to build the frequency table:
# - Live Increment: At each Won/lost, we increment directly the frequencies based on the lead values.
# Done right BEFORE writing the lead as won or lost.
# We consider a lead that will be marked as won or lost.
# Used each time a lead is won or lost, to ensure frequency table is always up to date
# - One shot Rebuild: empty the frequency table and rebuild it from scratch, based on every already won/lost leads
# Done during cron process.
# We consider all the leads that have been already won or lost.
# Used in one shot, when modifying the criteria to take into account (fields or reference date)
# ---------------------------------
# PLS: Probability Computation
# ---------------------------------
def _pls_get_naive_bayes_probabilities(self, batch_mode=False):
"""
In machine learning, naive Bayes classifiers (NBC) are a family of simple "probabilistic classifiers" based on
applying Bayes theorem with strong (naive) independence assumptions between the variables taken into account.
E.g: will TDE eat m&m's depending on his sleep status, the amount of work he has and the fullness of his stomach?
As we use experience to compute the statistics, every day, we will register the variables state + the result.
As the days pass, we will be able to determine, with more and more precision, if TDE will eat m&m's
for a specific combination :
- did sleep very well, a lot of work and stomach full > Will never happen !
- didn't sleep at all, no work at all and empty stomach > for sure !
Following Bayes' Theorem: the probability that an event occurs (to win) under certain conditions is proportional
to the probability to win under each condition separately and the probability to win. We compute a 'Win score'
-> P(Won | A∩B) ∝ P(A∩B | Won)*P(Won) OR S(Won | A∩B) = P(A∩B | Won)*P(Won)
To compute a percentage of probability to win, we also compute the 'Lost score' that is proportional to the
probability to lose under each condition separately and the probability to lose.
-> Probability = S(Won | A∩B) / ( S(Won | A∩B) + S(Lost | A∩B) )
See https://www.youtube.com/watch?v=CPqOCI0ahss can help to get a quick and simple example.
One issue about NBC is when a event occurence is never observed.
E.g: if when TDE has an empty stomach, he always eat m&m's, than the "not eating m&m's when empty stomach' event
will never be observed.
This is called 'zero frequency' and that leads to division (or at least multiplication) by zero.
To avoid this, we add 0.1 in each frequency. With few data, the computation is than not really realistic.
The more we have records to analyse, the more the estimation will be precise.
:return: probability in percent (and integer rounded) that the lead will be won at the current stage.
"""
lead_probabilities = {}
if not self:
return lead_probabilities
# Get all leads values, no matter the team_id
domain = []
if batch_mode:
domain = [
'&',
('active', '=', True), ('id', 'in', self.ids),
'|',
('probability', '=', None),
'&',
('probability', '<', 100), ('probability', '>', 0)
]
leads_values_dict = self._pls_get_lead_pls_values(domain=domain)
if not leads_values_dict:
return lead_probabilities
# Get unique couples to search in frequency table and won leads.
leads_fields = set() # keep unique fields, as a lead can have multiple tag_ids
won_leads = set()
won_stage_ids = self.env['crm.stage'].search([('is_won', '=', True)]).ids
for lead_id, values in leads_values_dict.items():
for field, value in values['values']:
if field == 'stage_id' and value in won_stage_ids:
won_leads.add(lead_id)
leads_fields.add(field)
leads_fields = sorted(leads_fields)
# get all variable related records from frequency table, no matter the team_id
frequencies = self.env['crm.lead.scoring.frequency'].search([('variable', 'in', list(leads_fields))], order="team_id asc, id")
# get all team_ids from frequencies
frequency_teams = frequencies.mapped('team_id')
frequency_team_ids = [team.id for team in frequency_teams]
# 1. Compute each variable value count individually
# regroup each variable to be able to compute their own probabilities
# As all the variable does not enter into account (as we reject unset values in the process)
# each value probability must be computed only with their own variable related total count
# special case: for lead for which team_id is not in frequency table or lead with no team_id,
# we consider all the records, independently from team_id (this is why we add a result[-1])
result = dict((team_id, dict((field, dict(won_total=0, lost_total=0)) for field in leads_fields)) for team_id in frequency_team_ids)
result[-1] = dict((field, dict(won_total=0, lost_total=0)) for field in leads_fields)
for frequency in frequencies:
field = frequency['variable']
value = frequency['value']
# To avoid that a tag take too much importance if its subset is too small,
# we ignore the tag frequencies if we have less than 50 won or lost for this tag.
if field == 'tag_id' and (frequency['won_count'] + frequency['lost_count']) < 50:
continue
if frequency.team_id:
team_result = result[frequency.team_id.id]
team_result[field][value] = {'won': frequency['won_count'], 'lost': frequency['lost_count']}
team_result[field]['won_total'] += frequency['won_count']
team_result[field]['lost_total'] += frequency['lost_count']
if value not in result[-1][field]:
result[-1][field][value] = {'won': 0, 'lost': 0}
result[-1][field][value]['won'] += frequency['won_count']
result[-1][field][value]['lost'] += frequency['lost_count']
result[-1][field]['won_total'] += frequency['won_count']
result[-1][field]['lost_total'] += frequency['lost_count']
# Get all won, lost and total count for all records in frequencies per team_id
for team_id in result:
result[team_id]['team_won'], \
result[team_id]['team_lost'], \
result[team_id]['team_total'] = self._pls_get_won_lost_total_count(result[team_id])
save_team_id = None
p_won, p_lost = 1, 1
for lead_id, lead_values in leads_values_dict.items():
# if stage_id is null, return 0 and bypass computation
lead_fields = [value[0] for value in lead_values.get('values', [])]
if not 'stage_id' in lead_fields:
lead_probabilities[lead_id] = 0
continue
# if lead stage is won, return 100
elif lead_id in won_leads:
lead_probabilities[lead_id] = 100
continue
# team_id not in frequency Table -> convert to -1
lead_team_id = lead_values['team_id'] if lead_values['team_id'] in result else -1
if lead_team_id != save_team_id:
save_team_id = lead_team_id
team_won = result[save_team_id]['team_won']
team_lost = result[save_team_id]['team_lost']
team_total = result[save_team_id]['team_total']
# if one count = 0, we cannot compute lead probability
if not team_won or not team_lost:
continue
p_won = team_won / team_total
p_lost = team_lost / team_total
# 2. Compute won and lost score using each variable's individual probability
s_lead_won, s_lead_lost = p_won, p_lost
for field, value in lead_values['values']:
field_result = result.get(save_team_id, {}).get(field)
value = value.origin if hasattr(value, 'origin') else value
value_result = field_result.get(str(value)) if field_result else False
if value_result:
total_won = team_won if field == 'stage_id' else field_result['won_total']
total_lost = team_lost if field == 'stage_id' else field_result['lost_total']
# if one count = 0, we cannot compute lead probability
if not total_won or not total_lost:
continue
s_lead_won *= value_result['won'] / total_won
s_lead_lost *= value_result['lost'] / total_lost
# 3. Compute Probability to win
probability = s_lead_won / (s_lead_won + s_lead_lost)
lead_probabilities[lead_id] = min(max(round(100 * probability, 2), 0.01), 99.99)
return lead_probabilities
# ---------------------------------
# PLS: Live Increment
# ---------------------------------
def _pls_increment_frequencies(self, from_state=None, to_state=None):
"""
When losing or winning a lead, this method is called to increment each PLS parameter related to the lead
in won_count (if won) or in lost_count (if lost).
This method is also used when reactivating a mistakenly lost lead (using the decrement argument).
In this case, the lost count should be de-increment by 1 for each PLS parameter linked to the lead.
Live increment must be done before writing the new values because we need to know the state change (from and to).
This would not be an issue for the reach won or reach lost as we just need to increment the frequencies with the
final state of the lead.
This issue is when the lead leaves a closed state because once the new values have been writen, we do not know
what was the previous state that we need to decrement.
This is why 'is_won' and 'decrement' parameters are used to describe the from / to change of its state.
"""
new_frequencies_by_team, existing_frequencies_by_team = self._pls_prepare_update_frequency_table(target_state=from_state or to_state)
# update frequency table
self._pls_update_frequency_table(new_frequencies_by_team, 1 if to_state else -1,
existing_frequencies_by_team=existing_frequencies_by_team)
# ---------------------------------
# PLS: One shot rebuild
# ---------------------------------
def _cron_update_automated_probabilities(self):
""" This cron will :
- rebuild the lead scoring frequency table
- recompute all the automated_probability and align probability if both were aligned
"""
cron_start_date = datetime.now()
self._rebuild_pls_frequency_table()
self._update_automated_probabilities()
_logger.info("Predictive Lead Scoring : Cron duration = %d seconds" % ((datetime.now() - cron_start_date).total_seconds()))
def _rebuild_pls_frequency_table(self):
# Clear the frequencies table (in sql to speed up the cron)
try:
self.browse().check_access('unlink')
except AccessError:
raise UserError(_("You don't have the access needed to run this cron."))
else:
self._cr.execute('TRUNCATE TABLE crm_lead_scoring_frequency')
new_frequencies_by_team, unused = self._pls_prepare_update_frequency_table(rebuild=True)
# update frequency table
self._pls_update_frequency_table(new_frequencies_by_team, 1)
_logger.info("Predictive Lead Scoring : crm.lead.scoring.frequency table rebuilt")
def _update_automated_probabilities(self):
""" Recompute all the automated_probability (and align probability if both were aligned) for all the leads
that are active (not won, nor lost).
For performance matter, as there can be a huge amount of leads to recompute, this cron proceed by batch.
Each batch is performed into its own transaction, in order to minimise the lock time on the lead table
(and to avoid complete lock if there was only 1 transaction that would last for too long -> several minutes).
If a concurrent update occurs, it will simply be put in the queue to get the lock.
"""
pls_start_date = self._pls_get_safe_start_date()
if not pls_start_date:
return
# 1. Get all the leads to recompute created after pls_start_date that are nor won nor lost
# (Won : probability = 100 | Lost : probability = 0 or inactive. Here, inactive won't be returned anyway)
# Get also all the lead without probability --> These are the new leads. Activate auto probability on them.
pending_lead_domain = [
'&',
'&',
('stage_id', '!=', False), ('create_date', '>=', pls_start_date),
'|',
('probability', '=', False),
'&',
('probability', '<', 100), ('probability', '>', 0)
]
leads_to_update = self.env['crm.lead'].search(pending_lead_domain)
leads_to_update_count = len(leads_to_update)
# 2. Compute by batch to avoid memory error
lead_probabilities = {}
for i in range(0, leads_to_update_count, PLS_COMPUTE_BATCH_STEP):
leads_to_update_part = leads_to_update[i:i + PLS_COMPUTE_BATCH_STEP]
lead_probabilities.update(leads_to_update_part._pls_get_naive_bayes_probabilities(batch_mode=True))
_logger.info("Predictive Lead Scoring : New automated probabilities computed")
# 3. Group by new probability to reduce server roundtrips when executing the update
probability_leads = defaultdict(list)
for lead_id, probability in sorted(lead_probabilities.items()):
probability_leads[probability].append(lead_id)
# 4. Update automated_probability (+ probability if both were equal)
update_sql = """UPDATE crm_lead
SET automated_probability = %s,
probability = CASE WHEN (probability = automated_probability OR probability is null)
THEN (%s)
ELSE (probability)
END
WHERE id in %s"""
# Update by a maximum number of leads at the same time, one batch by transaction :
# - avoid memory errors
# - avoid blocking the table for too long with a too big transaction
transactions_count, transactions_failed_count = 0, 0
cron_update_lead_start_date = datetime.now()
auto_commit = not getattr(threading.current_thread(), 'testing', False)
self.flush_model()
for probability, probability_lead_ids in probability_leads.items():
for lead_ids_current in tools.split_every(PLS_UPDATE_BATCH_STEP, probability_lead_ids):
transactions_count += 1
try:
self.env.cr.execute(update_sql, (probability, probability, tuple(lead_ids_current)))
# auto-commit except in testing mode
if auto_commit:
self.env.cr.commit()
except Exception as e:
_logger.warning("Predictive Lead Scoring : update transaction failed. Error: %s" % e)
transactions_failed_count += 1
self.invalidate_model()
_logger.info(
"Predictive Lead Scoring : All automated probabilities updated (%d leads / %d transactions (%d failed) / %d seconds)" % (
leads_to_update_count,
transactions_count,
transactions_failed_count,
(datetime.now() - cron_update_lead_start_date).total_seconds(),
)
)
# ---------------------------------
# PLS: Common parts for both mode
# ---------------------------------
def _pls_prepare_update_frequency_table(self, rebuild=False, target_state=False):
"""
This method is common to Live Increment or Full Rebuild mode, as it shares the main steps.
This method will prepare the frequency dict needed to update the frequency table:
- New frequencies: frequencies that we need to add in the frequency table.
- Existing frequencies: frequencies that are already in the frequency table.
In rebuild mode, only the new frequencies are needed as existing frequencies are truncated.
For each team, each dict contains the frequency in won and lost for each field/value couple
of the target leads.
Target leads are :
- in Live increment mode : given ongoing leads (self)
- in Full rebuild mode : all the closed (won and lost) leads in the DB.
During the frequencies update, with both new and existing frequencies, we can split frequencies to update
and frequencies to add. If a field/value couple already exists in the frequency table, we just update it.
Otherwise, we need to insert a new one.
"""
# Keep eligible leads
pls_start_date = self._pls_get_safe_start_date()
if not pls_start_date:
return {}, {}
if rebuild: # rebuild will treat every closed lead in DB, increment will treat current ongoing leads
pls_leads = self
else:
# Only treat leads created after the PLS start Date
pls_leads = self.filtered(
lambda lead: fields.Date.to_date(pls_start_date) <= fields.Date.to_date(lead.create_date))
if not pls_leads:
return {}, {}
# Extract target leads values
if rebuild: # rebuild is ok
domain = [
'&',
('create_date', '>=', pls_start_date),
'|',
('probability', '=', 100),
'&',
('probability', '=', 0), ('active', '=', False)
]
team_ids = self.env['crm.team'].with_context(active_test=False).search([]).ids + [0] # If team_id is unset, consider it as team 0
else: # increment
domain = [('id', 'in', pls_leads.ids)]
team_ids = pls_leads.mapped('team_id').ids + [0]
leads_values_dict = pls_leads._pls_get_lead_pls_values(domain=domain)
# split leads values by team_id
# get current frequencies related to the target leads
leads_frequency_values_by_team = dict((team_id, []) for team_id in team_ids)
leads_pls_fields = set() # ensure to keep each field unique (can have multiple tag_id leads_values_dict)
for lead_id, values in leads_values_dict.items():
team_id = values.get('team_id', 0) # If team_id is unset, consider it as team 0
lead_frequency_values = {'count': 1}
for field, value in values['values']:
if field != "probability": # was added to lead values in batch mode to know won/lost state, but is not a pls fields.
leads_pls_fields.add(field)
else: # extract lead probability - needed to increment tag_id frequency. (proba always before tag_id)
lead_probability = value
if field == 'tag_id': # handle tag_id separatelly (as in One Shot rebuild mode)
leads_frequency_values_by_team[team_id].append({field: value, 'count': 1, 'probability': lead_probability})
else:
lead_frequency_values[field] = value
leads_frequency_values_by_team[team_id].append(lead_frequency_values)
leads_pls_fields = sorted(leads_pls_fields)
# get new frequencies
new_frequencies_by_team = {}
for team_id in team_ids:
# prepare fields and tag values for leads by team
new_frequencies_by_team[team_id] = self._pls_prepare_frequencies(
leads_frequency_values_by_team[team_id], leads_pls_fields, target_state=target_state)
# get existing frequencies
existing_frequencies_by_team = {}
if not rebuild: # there is no existing frequency in rebuild mode as they were all deleted.
# read all fields to get everything in memory in one query (instead of having query + prefetch)
existing_frequencies = self.env['crm.lead.scoring.frequency'].search_read(
['&', ('variable', 'in', leads_pls_fields),
'|', ('team_id', 'in', pls_leads.mapped('team_id').ids), ('team_id', '=', False)])
for frequency in existing_frequencies:
team_id = frequency['team_id'][0] if frequency.get('team_id') else 0
if team_id not in existing_frequencies_by_team:
existing_frequencies_by_team[team_id] = dict((field, {}) for field in leads_pls_fields)
existing_frequencies_by_team[team_id][frequency['variable']][frequency['value']] = {
'frequency_id': frequency['id'],
'won': frequency['won_count'],
'lost': frequency['lost_count']
}
return new_frequencies_by_team, existing_frequencies_by_team
def _pls_update_frequency_table(self, new_frequencies_by_team, step, existing_frequencies_by_team=None):
""" Create / update the frequency table in a cross company way, per team_id"""
values_to_update = {}
values_to_create = []
if not existing_frequencies_by_team:
existing_frequencies_by_team = {}
# build the create multi + frequencies to update
for team_id, new_frequencies in new_frequencies_by_team.items():
for field, value in new_frequencies.items():
# frequency already present ?
current_frequencies = existing_frequencies_by_team.get(team_id, {})
for param, result in value.items():
current_frequency_for_couple = current_frequencies.get(field, {}).get(param, {})
# If frequency already present : UPDATE IT
if current_frequency_for_couple:
new_won = current_frequency_for_couple['won'] + (result['won'] * step)
new_lost = current_frequency_for_couple['lost'] + (result['lost'] * step)
# ensure to have always positive frequencies
values_to_update[current_frequency_for_couple['frequency_id']] = {
'won_count': new_won if new_won > 0 else 0.1,
'lost_count': new_lost if new_lost > 0 else 0.1
}
continue
# Else, CREATE a new frequency record.
# We add + 0.1 in won and lost counts to avoid zero frequency issues
# should be +1 but it weights too much on small recordset.
values_to_create.append({
'variable': field,
'value': param,
'won_count': result['won'] + 0.1,
'lost_count': result['lost'] + 0.1,
'team_id': team_id if team_id else None # team_id = 0 means no team_id
})
LeadScoringFrequency = self.env['crm.lead.scoring.frequency'].sudo()
for frequency_id, values in values_to_update.items():
LeadScoringFrequency.browse(frequency_id).write(values)
if values_to_create:
LeadScoringFrequency.create(values_to_create)
# ---------------------------------
# Utility Tools for PLS
# ---------------------------------
# PLS: Config Parameters
# ---------------------
def _pls_get_safe_start_date(self):
""" As config_parameters does not accept Date field,
we get directly the date formated string stored into the Char config field,
as we directly use this string in the sql queries.
To avoid sql injections when using this config param,
we ensure the date string can be effectively a date."""
str_date = self.env['ir.config_parameter'].sudo().get_param('crm.pls_start_date')
if not fields.Date.to_date(str_date):
return False
return str_date
def _pls_get_safe_fields(self):
""" As config_parameters does not accept M2M field,
we the fields from the formated string stored into the Char config field.
To avoid sql injections when using that list, we return only the fields
that are defined on the model. """
pls_fields_config = self.env['ir.config_parameter'].sudo().get_param('crm.pls_fields')
pls_fields = pls_fields_config.split(',') if pls_fields_config else []
pls_safe_fields = [field for field in pls_fields if field in self._fields.keys()]
return pls_safe_fields
# Compute Automated Probability Tools
# -----------------------------------
def _pls_get_won_lost_total_count(self, team_results):
""" Get all won and all lost + total :
first stage can be used to know how many lost and won there is
as won count are equals for all stage
and first stage is always incremented in lost_count
:param frequencies: lead_scoring_frequencies
:return: won count, lost count and total count for all records in frequencies
"""
# TODO : check if we need to handle specific team_id stages [for lost count] (if first stage in sequence is team_specific)
first_stage_id = self.env['crm.stage'].search([('team_id', '=', False)], order='sequence, id', limit=1)
if str(first_stage_id.id) not in team_results.get('stage_id', []):
return 0, 0, 0
stage_result = team_results['stage_id'][str(first_stage_id.id)]
return stage_result['won'], stage_result['lost'], stage_result['won'] + stage_result['lost']
# PLS: Rebuild Frequency Table Tools
# ----------------------------------
def _pls_prepare_frequencies(self, lead_values, leads_pls_fields, target_state=None):
"""new state is used when getting frequencies for leads that are changing to lost or won.
Stays none if we are checking frequencies for leads already won or lost."""
pls_fields = leads_pls_fields.copy()
frequencies = dict((field, {}) for field in pls_fields)
stage_ids = self.env['crm.stage'].search_read([], ['sequence', 'name', 'id'], order='sequence, id')
stage_sequences = {stage['id']: stage['sequence'] for stage in stage_ids}
# Increment won / lost frequencies by criteria (field / value couple)
for values in lead_values:
if target_state: # ignore probability values if target state (as probability is the old value)
won_count = values['count'] if target_state == 'won' else 0
lost_count = values['count'] if target_state == 'lost' else 0
else:
won_count = values['count'] if values.get('probability', 0) == 100 else 0
lost_count = values['count'] if values.get('probability', 1) == 0 else 0
if 'tag_id' in values:
frequencies = self._pls_increment_frequency_dict(frequencies, 'tag_id', values['tag_id'], won_count, lost_count)
continue
# Else, treat other fields
if 'tag_id' in pls_fields: # tag_id already treated here above.
pls_fields.remove('tag_id')
for field in pls_fields:
if field not in values:
continue
value = values[field]
if value or field in ('email_state', 'phone_state'):
if field == 'stage_id':
if won_count: # increment all stages if won
stages_to_increment = [stage['id'] for stage in stage_ids]
else: # increment only current + previous stages if lost
current_stage_sequence = stage_sequences[value]
stages_to_increment = [stage['id'] for stage in stage_ids if stage['sequence'] <= current_stage_sequence]
for stage_id in stages_to_increment:
frequencies = self._pls_increment_frequency_dict(frequencies, field, stage_id, won_count, lost_count)
else:
frequencies = self._pls_increment_frequency_dict(frequencies, field, value, won_count, lost_count)
return frequencies
def _pls_increment_frequency_dict(self, frequencies, field, value, won, lost):
value = str(value) # Ensure we will always compare strings.
if value not in frequencies[field]:
frequencies[field][value] = {'won': won, 'lost': lost}
else:
frequencies[field][value]['won'] += won
frequencies[field][value]['lost'] += lost
return frequencies
# Common PLS Tools
# ----------------
def _pls_get_lead_pls_values(self, domain=[]):
"""
This methods builds a dict where, for each lead in self or matching the given domain,
we will get a list of field/value couple.
Due to onchange and create, we don't always have the id of the lead to recompute.
When we update few records (one, typically) with onchanges, we build the lead_values (= couple field/value)
using the ORM.
To speed up the computation and avoid making too much DB read inside loops,
we can give a domain to make sql queries to bypass the ORM.
This domain will be used in sql queries to get the values for every lead matching the domain.
:param domain: If set, we get all the leads values via unique sql queries (one for tags, one for other fields),
using the given domain on leads.
If not set, get lead values lead by lead using the ORM.
:return: {lead_id: [(field1: value1), (field2: value2), ...], ...}
"""
leads_values_dict = OrderedDict()
pls_fields = ["stage_id", "team_id"] + self._pls_get_safe_fields()
# Check if tag_ids is in the pls_fields and removed it from the list. The tags will be managed separately.
use_tags = 'tag_ids' in pls_fields
if use_tags:
pls_fields.remove('tag_ids')
if domain:
# Get leads values
self.flush_model()
# active_test = False as domain should take active into 'active' field it self
query = self.env['crm.lead'].with_context(active_test=False)._where_calc(domain)
table = query.table
query.order = SQL("%(table)s.team_id asc, %(table)s.id desc", table=SQL.identifier(table))
sql_fields = [SQL.identifier(field) for field in pls_fields]
self._cr.execute(query.select(
SQL("id"),
SQL("probability"),
*sql_fields,
))
lead_results = self._cr.dictfetchall()
if use_tags:
# Get tags values
tag_rel_alias = query.left_join(table, 'id', 'crm_tag_rel', 'lead_id', 'crm_tag_rel')
tag_alias = query.left_join(tag_rel_alias, 'tag_id', 'crm_tag', 'id', 'crm_tag')
self._cr.execute(query.select(
SQL("%s AS lead_id", SQL.identifier(table, "id")),
SQL("%s AS tag_id", SQL.identifier(tag_alias, "id")),
))
tag_results = self._cr.dictfetchall()
else:
tag_results = []
# get all (variable, value) couple for all in self
for lead in lead_results:
lead_values = []
for field in pls_fields + ['probability']: # add probability as used in _pls_prepare_frequencies (needed in rebuild mode)
value = lead[field]
if field == 'team_id': # ignore team_id as stored separately in leads_values_dict[lead_id][team_id]
continue
if value or field == 'probability': # 0 is a correct value for probability
lead_values.append((field, value))
elif field in ('email_state', 'phone_state'): # As ORM reads 'None' as 'False', do the same here
lead_values.append((field, False))
leads_values_dict[lead['id']] = {'values': lead_values, 'team_id': lead['team_id'] or 0}
for tag in tag_results:
if tag['tag_id']:
leads_values_dict[tag['lead_id']]['values'].append(('tag_id', tag['tag_id']))
return leads_values_dict
else:
for lead in self:
lead_values = []
for field in pls_fields:
if field == 'team_id': # ignore team_id as stored separately in leads_values_dict[lead_id][team_id]
continue
value = lead[field].id if isinstance(lead[field], models.BaseModel) else lead[field]
if value or field in ('email_state', 'phone_state'):
lead_values.append((field, value))
if use_tags:
for tag in lead.tag_ids:
lead_values.append(('tag_id', tag.id))
leads_values_dict[lead.id] = {'values': lead_values, 'team_id': lead['team_id'].id}
return leads_values_dict
|