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authorstephanchrst <stephanchrst@gmail.com>2022-05-10 21:51:50 +0700
committerstephanchrst <stephanchrst@gmail.com>2022-05-10 21:51:50 +0700
commit3751379f1e9a4c215fb6eb898b4ccc67659b9ace (patch)
treea44932296ef4a9b71d5f010906253d8c53727726 /addons/event_crm/models/event_lead_rule.py
parent0a15094050bfde69a06d6eff798e9a8ddf2b8c21 (diff)
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+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from ast import literal_eval
+from collections import defaultdict
+
+from odoo import fields, models, _
+from odoo.osv import expression
+
+
+class EventLeadRule(models.Model):
+ """ Rule model for creating / updating leads from event registrations.
+
+ SPECIFICATIONS: CREATION TYPE
+
+ There are two types of lead creation:
+
+ * per attendee: create a lead for each registration;
+ * per order: create a lead for a group of registrations;
+
+ The last one is only available through interface if it is possible to register
+ a group of attendees in one action (when event_sale or website_event are
+ installed). Behavior itself is implemented directly in event_crm.
+
+ Basically a group is either a list of registrations belonging to the same
+ event and created in batch (website_event flow). With event_sale this
+ definition will be improved to be based on sale_order.
+
+ SPECIFICATIONS: CREATION TRIGGERS
+
+ There are three options to trigger lead creation. We consider basically that
+ lead quality increases if attendees confirmed or went to the event. Triggers
+ allow therefore to run rules:
+
+ * at attendee creation;
+ * at attendee confirmation;
+ * at attendee venue;
+
+ This trigger defines when the rule will run.
+
+ SPECIFICATIONS: FILTERING REGISTRATIONS
+
+ When a batch of registrations matches the rule trigger we filter them based
+ on conditions and rules defines on event_lead_rule model. Heuristic is the
+ following:
+
+ * the rule is active;
+ * if a filter is set: filter registrations based on this filter. This is
+ done like a search, and filter is a domain;
+ * if a company is set on the rule, it must match event's company. Note
+ that multi-company rules apply on event_lead_rule;
+ * if an event category it set, it must match;
+ * if an event is set, it must match;
+ * if both event and category are set, one of them must match (OR). If none
+ of those are set, it is considered as OK;
+
+ If conditions are met, leads are created with pre-filled informations defined
+ on the rule (type, user_id, team_id). Contact information coming from the
+ registrations are computed (customer, name, email, phone, mobile, contact_name).
+
+ SPECIFICATIONS: OTHER POINTS
+
+ Note that all rules matching their conditions are applied. This means more
+ than one lead can be created depending on the configuration. This is
+ intended in order to give more freedom to the user using the automatic
+ lead generation.
+ """
+ _name = "event.lead.rule"
+ _description = "Event Lead Rules"
+
+ # Definition
+ name = fields.Char('Rule Name', required=True, translate=True)
+ active = fields.Boolean('Active', default=True)
+ lead_ids = fields.One2many(
+ 'crm.lead', 'event_lead_rule_id', string='Created Leads',
+ groups='sales_team.group_sale_salesman')
+ # Triggers
+ lead_creation_basis = fields.Selection([
+ ('attendee', 'Per Attendee'), ('order', 'Per Order')],
+ string='Create', default='attendee', required=True,
+ help='Per Attendee : A Lead is created for each Attendee (B2C).\n'
+ 'Per Order : A single Lead is created per Ticket Batch/Sale Order (B2B)')
+ lead_creation_trigger = fields.Selection([
+ ('create', 'Attendees are created'),
+ ('confirm', 'Attendees are confirmed'),
+ ('done', 'Attendees attended')],
+ string='When', default='create', required=True,
+ help='Creation: at attendee creation;\n'
+ 'Confirmation: when attendee is confirmed, manually or automatically;\n'
+ 'Attended: when attendance is confirmed and registration set to done;')
+ # Filters
+ event_type_ids = fields.Many2many(
+ 'event.type', string='Event Categories',
+ help='Filter the attendees to include those of this specific event category. If not set, no event category restriction will be applied.')
+ event_id = fields.Many2one(
+ 'event.event', string='Event',
+ domain="[('company_id', 'in', [company_id or current_company_id, False])]",
+ help='Filter the attendees to include those of this specific event. If not set, no event restriction will be applied.')
+ company_id = fields.Many2one(
+ 'res.company', string='Company',
+ help="Restrict the trigger of this rule to events belonging to a specific company.\nIf not set, no company restriction will be applied.")
+ event_registration_filter = fields.Text(string="Registrations Domain", help="Filter the attendees that will or not generate leads.")
+ # Lead default_value fields
+ lead_type = fields.Selection([
+ ('lead', 'Lead'), ('opportunity', 'Opportunity')], string="Lead Type", required=True,
+ default=lambda self: 'lead' if self.env['res.users'].has_group('crm.group_use_lead') else 'opportunity',
+ help="Default lead type when this rule is applied.")
+ lead_sales_team_id = fields.Many2one('crm.team', string='Sales Team', help="Automatically assign the created leads to this Sales Team.")
+ lead_user_id = fields.Many2one('res.users', string='Salesperson', help="Automatically assign the created leads to this Salesperson.")
+ lead_tag_ids = fields.Many2many('crm.tag', string='Tags', help="Automatically add these tags to the created leads.")
+
+ def _run_on_registrations(self, registrations):
+ """ Create or update leads based on rule configuration. Two main lead
+ management type exists
+
+ * per attendee: each registration creates a lead;
+ * per order: registrations are grouped per group and one lead is created
+ or updated with the batch (used mainly with sale order configuration
+ in event_sale);
+
+ Heuristic
+
+ * first, check existing lead linked to registrations to ensure no
+ duplication. Indeed for example attendee status change may trigger
+ the same rule several times;
+ * then for each rule, get the subset of registrations matching its
+ filters;
+ * then for each order-based rule, get the grouping information. This
+ give a list of registrations by group (event, sale_order), with maybe
+ an already-existing lead to update instead of creating a new one;
+ * finally apply rules. Attendee-based rules create a lead for each
+ attendee, group-based rules use the grouping information to create
+ or update leads;
+
+ :param registrations: event.registration recordset on which rules given by
+ self have to run. Triggers should already be checked, only filters are
+ applied here.
+
+ :return leads: newly-created leads. Updated leads are not returned.
+ """
+ # order by ID, ensure first created wins
+ registrations = registrations.sorted('id')
+
+ # first: ensure no duplicate by searching existing registrations / rule
+ existing_leads = self.env['crm.lead'].search([
+ ('registration_ids', 'in', registrations.ids),
+ ('event_lead_rule_id', 'in', self.ids)
+ ])
+ rule_to_existing_regs = defaultdict(lambda: self.env['event.registration'])
+ for lead in existing_leads:
+ rule_to_existing_regs[lead.event_lead_rule_id] += lead.registration_ids
+
+ # second: check registrations matching rules (in batch)
+ new_registrations = self.env['event.registration']
+ rule_to_new_regs = dict()
+ for rule in self:
+ new_for_rule = registrations.filtered(lambda reg: reg not in rule_to_existing_regs[rule])
+ rule_registrations = rule._filter_registrations(new_for_rule)
+ new_registrations |= rule_registrations
+ rule_to_new_regs[rule] = rule_registrations
+ new_registrations.sorted('id') # as an OR was used, re-ensure order
+
+ # third: check grouping
+ order_based_rules = self.filtered(lambda rule: rule.lead_creation_basis == 'order')
+ rule_group_info = new_registrations._get_lead_grouping(order_based_rules, rule_to_new_regs)
+
+ lead_vals_list = []
+ for rule in self:
+ if rule.lead_creation_basis == 'attendee':
+ matching_registrations = rule_to_new_regs[rule].sorted('id')
+ for registration in matching_registrations:
+ lead_vals_list.append(registration._get_lead_values(rule))
+ else:
+ # check if registrations are part of a group, for example a sale order, to know if we update or create leads
+ for (toupdate_leads, group_key, group_registrations) in rule_group_info[rule]:
+ if toupdate_leads:
+ additionnal_description = group_registrations._get_lead_description(_("New registrations"), line_counter=True)
+ for lead in toupdate_leads:
+ lead.write({
+ 'description': "%s\n%s" % (lead.description, additionnal_description),
+ 'registration_ids': [(4, reg.id) for reg in group_registrations],
+ })
+ elif group_registrations:
+ lead_vals_list.append(group_registrations._get_lead_values(rule))
+
+ return self.env['crm.lead'].create(lead_vals_list)
+
+ def _filter_registrations(self, registrations):
+ """ Keep registrations matching rule conditions. Those are
+
+ * if a filter is set: filter registrations based on this filter. This is
+ done like a search, and filter is a domain;
+ * if a company is set on the rule, it must match event's company. Note
+ that multi-company rules apply on event_lead_rule;
+ * if an event category it set, it must match;
+ * if an event is set, it must match;
+ * if both event and category are set, one of them must match (OR). If none
+ of those are set, it is considered as OK;
+
+ :param registrations: event.registration recordset on which rule filters
+ will be evaluated;
+ :return: subset of registrations matching rules
+ """
+ self.ensure_one()
+ if self.event_registration_filter and self.event_registration_filter != '[]':
+ registrations = registrations.search(expression.AND([
+ [('id', 'in', registrations.ids)],
+ literal_eval(self.event_registration_filter)
+ ]))
+
+ # check from direct m2o to linked m2o / o2m to filter first without inner search
+ company_ok = lambda registration: registration.company_id == self.company_id if self.company_id else True
+ event_or_event_type_ok = \
+ lambda registration: \
+ registration.event_id == self.event_id or registration.event_id.event_type_id in self.event_type_ids \
+ if (self.event_id or self.event_type_ids) else True
+
+ return registrations.filtered(lambda r: company_ok(r) and event_or_event_type_ok(r))