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# Part of Odoo. See LICENSE file for full copyright and licensing details.
import random
from markupsafe import Markup
from odoo import api, fields, models, _
from odoo.exceptions import AccessDenied, AccessError, UserError
class CrmLead(models.Model):
_inherit = "crm.lead"
partner_latitude = fields.Float('Geo Latitude', digits=(10, 7))
partner_longitude = fields.Float('Geo Longitude', digits=(10, 7))
partner_assigned_id = fields.Many2one('res.partner', 'Assigned Partner', tracking=True, domain="['|', ('company_id', '=', False), ('company_id', '=', company_id)]", help="Partner this case has been forwarded/assigned to.", index='btree_not_null')
partner_declined_ids = fields.Many2many(
'res.partner',
'crm_lead_declined_partner',
'lead_id',
'partner_id',
string='Partner not interested')
date_partner_assign = fields.Date(
'Partner Assignment Date', compute='_compute_date_partner_assign',
copy=True, readonly=False, store=True,
help="Last date this case was forwarded/assigned to a partner")
@api.depends("partner_assigned_id")
def _compute_date_partner_assign(self):
for lead in self:
if not lead.partner_assigned_id:
lead.date_partner_assign = False
else:
lead.date_partner_assign = fields.Date.context_today(lead)
def _merge_get_fields(self):
fields_list = super(CrmLead, self)._merge_get_fields()
fields_list += ['partner_latitude', 'partner_longitude', 'partner_assigned_id', 'date_partner_assign']
return fields_list
def assign_salesman_of_assigned_partner(self):
salesmans_leads = {}
for lead in self:
if lead.active and lead.probability < 100:
if lead.partner_assigned_id and lead.partner_assigned_id.user_id != lead.user_id:
salesmans_leads.setdefault(lead.partner_assigned_id.user_id.id, []).append(lead.id)
for salesman_id, leads_ids in salesmans_leads.items():
leads = self.browse(leads_ids)
leads.write({'user_id': salesman_id})
def action_assign_partner(self):
""" While assigning a partner, geo-localization is performed only for leads having country
set (see method 'assign_geo_localize' and 'search_geo_partner'). So for leads that does not
have country set, we show the notification, and for the rest, we geo-localize them.
"""
leads_with_country = self.filtered(lambda lead: lead.country_id)
leads_without_country = self - leads_with_country
if leads_without_country:
self.env.user._bus_send('simple_notification', {
'type': 'danger',
'title': _("Warning"),
'message': _('There is no country set in addresses for %(lead_names)s.', lead_names=', '.join(leads_without_country.mapped('name'))),
})
return leads_with_country.assign_partner(partner_id=False)
def assign_partner(self, partner_id=False):
partner_dict = {}
res = False
if not partner_id:
partner_dict = self.search_geo_partner()
for lead in self:
if not partner_id:
partner_id = partner_dict.get(lead.id, False)
if not partner_id:
tag_to_add = self.env.ref('website_crm_partner_assign.tag_portal_lead_partner_unavailable', False)
if tag_to_add:
lead.write({'tag_ids': [(4, tag_to_add.id, False)]})
continue
lead.assign_geo_localize(lead.partner_latitude, lead.partner_longitude)
partner = self.env['res.partner'].browse(partner_id)
if partner.user_id:
lead._handle_salesmen_assignment(user_ids=partner.user_id.ids)
lead.write({'partner_assigned_id': partner_id})
return res
def assign_geo_localize(self, latitude=False, longitude=False):
if latitude and longitude:
self.write({
'partner_latitude': latitude,
'partner_longitude': longitude
})
return True
# Don't pass context to browse()! We need country name in english below
for lead in self:
if lead.partner_latitude and lead.partner_longitude:
continue
if lead.country_id:
result = self.env['res.partner']._geo_localize(
lead.street, lead.zip, lead.city,
lead.state_id.name, lead.country_id.name
)
if result:
lead.write({
'partner_latitude': result[0],
'partner_longitude': result[1]
})
return True
def _prepare_customer_values(self, partner_name, is_company=False, parent_id=False):
res = super()._prepare_customer_values(partner_name, is_company=is_company, parent_id=parent_id)
res.update({
'partner_latitude': self.partner_latitude,
'partner_longitude': self.partner_longitude,
})
return res
def search_geo_partner(self):
Partner = self.env['res.partner']
res_partner_ids = {}
self.assign_geo_localize()
for lead in self:
partner_ids = []
if not lead.country_id:
continue
latitude = lead.partner_latitude
longitude = lead.partner_longitude
if latitude and longitude:
# 1. first way: in the same country, small area
partner_ids = Partner.search([
('partner_weight', '>', 0),
('partner_latitude', '>', latitude - 2), ('partner_latitude', '<', latitude + 2),
('partner_longitude', '>', longitude - 1.5), ('partner_longitude', '<', longitude + 1.5),
('country_id', '=', lead.country_id.id),
('id', 'not in', lead.partner_declined_ids.mapped('id')),
])
# 2. second way: in the same country, big area
if not partner_ids:
partner_ids = Partner.search([
('partner_weight', '>', 0),
('partner_latitude', '>', latitude - 4), ('partner_latitude', '<', latitude + 4),
('partner_longitude', '>', longitude - 3), ('partner_longitude', '<', longitude + 3),
('country_id', '=', lead.country_id.id),
('id', 'not in', lead.partner_declined_ids.mapped('id')),
])
# 3. third way: in the same country, extra large area
if not partner_ids:
partner_ids = Partner.search([
('partner_weight', '>', 0),
('partner_latitude', '>', latitude - 8), ('partner_latitude', '<', latitude + 8),
('partner_longitude', '>', longitude - 8), ('partner_longitude', '<', longitude + 8),
('country_id', '=', lead.country_id.id),
('id', 'not in', lead.partner_declined_ids.mapped('id')),
])
# 5. fifth way: anywhere in same country
if not partner_ids:
# still haven't found any, let's take all partners in the country!
partner_ids = Partner.search([
('partner_weight', '>', 0),
('country_id', '=', lead.country_id.id),
('id', 'not in', lead.partner_declined_ids.mapped('id')),
])
# 6. sixth way: closest partner whatsoever, just to have at least one result
if not partner_ids:
# warning: point() type takes (longitude, latitude) as parameters in this order!
self._cr.execute("""SELECT id, distance
FROM (select id, (point(partner_longitude, partner_latitude) <-> point(%s,%s)) AS distance FROM res_partner
WHERE active
AND partner_longitude is not null
AND partner_latitude is not null
AND partner_weight > 0
AND id not in (select partner_id from crm_lead_declined_partner where lead_id = %s)
) AS d
ORDER BY distance LIMIT 1""", (longitude, latitude, lead.id))
res = self._cr.dictfetchone()
if res:
partner_ids = Partner.browse([res['id']])
if partner_ids:
res_partner_ids[lead.id] = random.choices(
partner_ids.ids,
partner_ids.mapped('partner_weight'),
)[0]
return res_partner_ids
def partner_interested(self, comment=False):
message = Markup('<p>%s</p>') % _('I am interested by this lead.')
if comment:
message += Markup('<p>%s</p>') % comment
for lead in self:
lead.message_post(body=message)
lead.sudo().convert_opportunity(lead.partner_id) # sudo required to convert partner data
def partner_desinterested(self, comment=False, contacted=False, spam=False):
if contacted:
message = Markup('<p>%s</p>') % _('I am not interested by this lead. I contacted the lead.')
else:
message = Markup('<p>%s</p>') % _('I am not interested by this lead. I have not contacted the lead.')
partner_ids = self.env['res.partner'].search(
[('id', 'child_of', self.env.user.partner_id.commercial_partner_id.id)])
self.message_unsubscribe(partner_ids=partner_ids.ids)
if comment:
message += Markup('<p>%s</p>') % comment
self.message_post(body=message)
values = {
'partner_assigned_id': False,
}
if spam:
tag_spam = self.env.ref('website_crm_partner_assign.tag_portal_lead_is_spam', False)
if tag_spam and tag_spam not in self.tag_ids:
values['tag_ids'] = [(4, tag_spam.id, False)]
if partner_ids:
values['partner_declined_ids'] = [(4, p, 0) for p in partner_ids.ids]
self.sudo().write(values)
def update_lead_portal(self, values):
self.browse().check_access('write')
for lead in self:
lead_values = {
'expected_revenue': values['expected_revenue'],
'probability': values['probability'] or False,
'priority': values['priority'],
'date_deadline': values['date_deadline'] or False,
}
# As activities may belong to several users, only the current portal user activity
# will be modified by the portal form. If no activity exist we create a new one instead
# that we assign to the portal user.
user_activity = lead.sudo().activity_ids.filtered(lambda activity: activity.user_id == self.env.user)[:1]
if values['activity_date_deadline']:
if user_activity:
user_activity.sudo().write({
'activity_type_id': values['activity_type_id'],
'summary': values['activity_summary'],
'date_deadline': values['activity_date_deadline'],
})
else:
self.env['mail.activity'].sudo().create({
'res_model_id': self.env.ref('crm.model_crm_lead').id,
'res_id': lead.id,
'user_id': self.env.user.id,
'activity_type_id': values['activity_type_id'],
'summary': values['activity_summary'],
'date_deadline': values['activity_date_deadline'],
})
lead.write(lead_values)
def update_contact_details_from_portal(self, values):
self.browse().check_access('write')
fields = ['partner_name', 'phone', 'mobile', 'email_from', 'street', 'street2',
'city', 'zip', 'state_id', 'country_id']
if any([key not in fields for key in values]):
raise UserError(_("Not allowed to update the following field(s): %s.", ", ".join([key for key in values if not key in fields])))
return self.sudo().write(values)
@api.model
def create_opp_portal(self, values):
if not (self.env.user.partner_id.grade_id or self.env.user.commercial_partner_id.grade_id):
raise AccessDenied()
user = self.env.user
self = self.sudo()
if not (values['contact_name'] and values['description'] and values['title']):
return {
'errors': _('All fields are required!')
}
tag_own = self.env.ref('website_crm_partner_assign.tag_portal_lead_own_opp', False)
values = {
'contact_name': values['contact_name'],
'name': values['title'],
'description': values['description'],
'priority': '2',
'partner_assigned_id': user.commercial_partner_id.id,
}
if tag_own:
values['tag_ids'] = [(4, tag_own.id, False)]
lead = self.create(values)
lead.assign_salesman_of_assigned_partner()
lead.convert_opportunity(lead.partner_id)
return {
'id': lead.id
}
#
# DO NOT FORWARD PORT IN MASTER
# instead, crm.lead should implement portal.mixin
#
def _get_access_action(self, access_uid=None, force_website=False):
""" Instead of the classic form view, redirect to the online document for
portal users or if force_website=True. """
self.ensure_one()
user, record = self.env.user, self
if access_uid:
try:
record.check_access("read")
except AccessError:
return super(CrmLead, self)._get_access_action(access_uid=access_uid, force_website=force_website)
user = self.env['res.users'].sudo().browse(access_uid)
record = self.with_user(user)
if user.share or force_website:
try:
record.check_access('read')
except AccessError:
pass
else:
return {
'type': 'ir.actions.act_url',
'url': '/my/opportunity/%s' % record.id,
}
return super(CrmLead, self)._get_access_action(access_uid=access_uid, force_website=force_website)
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