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| author | stephanchrst <stephanchrst@gmail.com> | 2022-05-10 21:51:50 +0700 |
|---|---|---|
| committer | stephanchrst <stephanchrst@gmail.com> | 2022-05-10 21:51:50 +0700 |
| commit | 3751379f1e9a4c215fb6eb898b4ccc67659b9ace (patch) | |
| tree | a44932296ef4a9b71d5f010906253d8c53727726 /addons/website_crm_partner_assign/wizard | |
| parent | 0a15094050bfde69a06d6eff798e9a8ddf2b8c21 (diff) | |
initial commit 2
Diffstat (limited to 'addons/website_crm_partner_assign/wizard')
3 files changed, 225 insertions, 0 deletions
diff --git a/addons/website_crm_partner_assign/wizard/__init__.py b/addons/website_crm_partner_assign/wizard/__init__.py new file mode 100644 index 00000000..72159393 --- /dev/null +++ b/addons/website_crm_partner_assign/wizard/__init__.py @@ -0,0 +1,4 @@ +# -*- coding: utf-8 -*- +# Part of Odoo. See LICENSE file for full copyright and licensing details. + +from . import crm_forward_to_partner
\ No newline at end of file diff --git a/addons/website_crm_partner_assign/wizard/crm_forward_to_partner.py b/addons/website_crm_partner_assign/wizard/crm_forward_to_partner.py new file mode 100644 index 00000000..2bcf1678 --- /dev/null +++ b/addons/website_crm_partner_assign/wizard/crm_forward_to_partner.py @@ -0,0 +1,164 @@ +# -*- coding: utf-8 -*- +# Part of Odoo. See LICENSE file for full copyright and licensing details. + +from odoo import api, fields, models, _ +from odoo.exceptions import UserError + + +class CrmLeadForwardToPartner(models.TransientModel): + """ Forward info history to partners. """ + _name = 'crm.lead.forward.to.partner' + _description = 'Lead forward to partner' + + @api.model + def _convert_to_assignation_line(self, lead, partner): + lead_location = [] + partner_location = [] + if lead.country_id: + lead_location.append(lead.country_id.name) + if lead.city: + lead_location.append(lead.city) + if partner: + if partner.country_id: + partner_location.append(partner.country_id.name) + if partner.city: + partner_location.append(partner.city) + return {'lead_id': lead.id, + 'lead_location': ", ".join(lead_location), + 'partner_assigned_id': partner and partner.id or False, + 'partner_location': ", ".join(partner_location), + 'lead_link': self.get_lead_portal_url(lead.id, lead.type), + } + + @api.model + def default_get(self, fields): + res = super(CrmLeadForwardToPartner, self).default_get(fields) + active_ids = self.env.context.get('active_ids') + if 'body' in fields: + template = self.env.ref('website_crm_partner_assign.email_template_lead_forward_mail', False) + if template: + res['body'] = template.body_html + if active_ids: + default_composition_mode = self.env.context.get('default_composition_mode') + res['assignation_lines'] = [] + leads = self.env['crm.lead'].browse(active_ids) + if default_composition_mode == 'mass_mail': + partner_assigned_dict = leads.search_geo_partner() + else: + partner_assigned_dict = {lead.id: lead.partner_assigned_id.id for lead in leads} + res['partner_id'] = leads[0].partner_assigned_id.id + for lead in leads: + partner_id = partner_assigned_dict.get(lead.id) or False + partner = self.env['res.partner'].browse(partner_id) + res['assignation_lines'].append((0, 0, self._convert_to_assignation_line(lead, partner))) + return res + + def action_forward(self): + self.ensure_one() + template = self.env.ref('website_crm_partner_assign.email_template_lead_forward_mail', False) + if not template: + raise UserError(_('The Forward Email Template is not in the database')) + portal_group = self.env.ref('base.group_portal') + + local_context = self.env.context.copy() + if not (self.forward_type == 'single'): + no_email = set() + for lead in self.assignation_lines: + if lead.partner_assigned_id and not lead.partner_assigned_id.email: + no_email.add(lead.partner_assigned_id.name) + if no_email: + raise UserError(_('Set an email address for the partner(s): %s') % ", ".join(no_email)) + if self.forward_type == 'single' and not self.partner_id.email: + raise UserError(_('Set an email address for the partner %s', self.partner_id.name)) + + partners_leads = {} + for lead in self.assignation_lines: + partner = self.forward_type == 'single' and self.partner_id or lead.partner_assigned_id + lead_details = { + 'lead_link': lead.lead_link, + 'lead_id': lead.lead_id, + } + if partner: + partner_leads = partners_leads.get(partner.id) + if partner_leads: + partner_leads['leads'].append(lead_details) + else: + partners_leads[partner.id] = {'partner': partner, 'leads': [lead_details]} + + for partner_id, partner_leads in partners_leads.items(): + in_portal = False + if portal_group: + for contact in (partner.child_ids or partner).filtered(lambda contact: contact.user_ids): + in_portal = portal_group.id in [g.id for g in contact.user_ids[0].groups_id] + + local_context['partner_id'] = partner_leads['partner'] + local_context['partner_leads'] = partner_leads['leads'] + local_context['partner_in_portal'] = in_portal + template.with_context(local_context).send_mail(self.id) + leads = self.env['crm.lead'] + for lead_data in partner_leads['leads']: + leads |= lead_data['lead_id'] + values = {'partner_assigned_id': partner_id, 'user_id': partner_leads['partner'].user_id.id} + leads.with_context(mail_auto_subscribe_no_notify=1).write(values) + self.env['crm.lead'].message_subscribe([partner_id]) + return True + + def get_lead_portal_url(self, lead_id, type): + action = type == 'opportunity' and 'action_portal_opportunities' or 'action_portal_leads' + action_ref = self.env.ref('website_crm_partner_assign.%s' % (action,), False) + portal_link = "%s/?db=%s#id=%s&action=%s&view_type=form" % ( + self.env['ir.config_parameter'].sudo().get_param('web.base.url'), + self.env.cr.dbname, + lead_id, + action_ref and action_ref.id or False) + return portal_link + + def get_portal_url(self): + portal_link = "%s/?db=%s" % (self.env['ir.config_parameter'].sudo().get_param('web.base.url'), self.env.cr.dbname) + return portal_link + + forward_type = fields.Selection([ + ('single', 'a single partner: manual selection of partner'), + ('assigned', "several partners: automatic assignment, using GPS coordinates and partner's grades") + ], 'Forward selected leads to', default=lambda self: self.env.context.get('forward_type') or 'single') + partner_id = fields.Many2one('res.partner', 'Forward Leads To') + assignation_lines = fields.One2many('crm.lead.assignation', 'forward_id', 'Partner Assignment') + body = fields.Html('Contents', help='Automatically sanitized HTML contents') + + +class CrmLeadAssignation(models.TransientModel): + _name = 'crm.lead.assignation' + _description = 'Lead Assignation' + + forward_id = fields.Many2one('crm.lead.forward.to.partner', 'Partner Assignment') + lead_id = fields.Many2one('crm.lead', 'Lead') + lead_location = fields.Char('Lead Location') + partner_assigned_id = fields.Many2one('res.partner', 'Assigned Partner') + partner_location = fields.Char('Partner Location') + lead_link = fields.Char('Link to Lead') + + @api.onchange('lead_id') + def _onchange_lead_id(self): + lead = self.lead_id + if not lead: + self.lead_location = False + else: + lead_location = [] + if lead.country_id: + lead_location.append(lead.country_id.name) + if lead.city: + lead_location.append(lead.city) + self.lead_location = ", ".join(lead_location) + + @api.onchange('partner_assigned_id') + def _onchange_partner_assigned_id(self): + partner = self.partner_assigned_id + if not partner: + self.lead_location = False + else: + partner_location = [] + if partner.country_id: + partner_location.append(partner.country_id.name) + if partner.city: + partner_location.append(partner.city) + self.partner_location = ", ".join(partner_location) diff --git a/addons/website_crm_partner_assign/wizard/crm_forward_to_partner_view.xml b/addons/website_crm_partner_assign/wizard/crm_forward_to_partner_view.xml new file mode 100644 index 00000000..173d8a7d --- /dev/null +++ b/addons/website_crm_partner_assign/wizard/crm_forward_to_partner_view.xml @@ -0,0 +1,57 @@ +<?xml version="1.0" encoding="UTF-8"?> +<odoo> + <record model="ir.ui.view" id="crm_lead_forward_to_partner_form"> + <field name="name">crm_lead_forward_to_partner</field> + <field name="model">crm.lead.forward.to.partner</field> + <field name="arch" type="xml"> + <form string="Send Mail"> + <group> + <field name="forward_type" invisible="context.get('hide_forward_type',False)"/> + </group> + <group> + <group> + <field name="partner_id" attrs="{'invisible': [('forward_type', 'in', ['assigned',False])], 'required': [('forward_type', '=', 'single')]}" /> + </group> + <group> + </group> + </group> + <field name="assignation_lines" attrs="{'invisible': [('forward_type', 'in', ['single',False])]}"> + <tree create="false" editable="bottom"> + <field name="lead_id" readonly="1" force_save="1" /> + <field name="lead_location" readonly="1"/> + <field name="partner_assigned_id"/> + <field name="partner_location" readonly="1"/> + </tree> + </field> + <notebook colspan="4" groups="base.group_no_one"> + <page string="Email Template" name="email_template"> + <field name="body" readonly="1" options="{'style-inline': true}"/> + </page> + </notebook> + <footer> + <button name="action_forward" string="Send" type="object" class="btn-primary"/> + <button string="Cancel" special="cancel" class="btn-secondary"/> + </footer> + </form> + </field> + </record> + + <record model="ir.actions.act_window" id="crm_lead_forward_to_partner_act"> + <field name="name">Forward to Partner</field> + <field name="res_model">crm.lead.forward.to.partner</field> + <field name="view_mode">form</field> + <field name="view_id" ref="crm_lead_forward_to_partner_form"/> + <field name="target">new</field> + </record> + + <record id="action_crm_send_mass_forward" model="ir.actions.act_window"> + <field name="name">Forward to partner</field> + <field name="res_model">crm.lead.forward.to.partner</field> + <field name="view_mode">form</field> + <field name="view_id" ref="crm_lead_forward_to_partner_form"/> + <field name="target">new</field> + <field name="context">{'default_composition_mode' : 'mass_mail'}</field> + <field name="binding_model_id" ref="model_crm_lead"/> + </record> + +</odoo> |
