# -*- coding: utf-8 -*- # Part of Odoo. See LICENSE file for full copyright and licensing details. from datetime import timedelta from dateutil.relativedelta import relativedelta from odoo import api, exceptions, fields, models, _ class ResConfigSettings(models.TransientModel): _inherit = 'res.config.settings' group_use_lead = fields.Boolean(string="Leads", implied_group='crm.group_use_lead') group_use_recurring_revenues = fields.Boolean(string="Recurring Revenues", implied_group='crm.group_use_recurring_revenues') # Membership is_membership_multi = fields.Boolean(string='Multi Teams', config_parameter='sales_team.membership_multi') # Lead assignment crm_use_auto_assignment = fields.Boolean( string='Rule-Based Assignment', config_parameter='crm.lead.auto.assignment') crm_auto_assignment_action = fields.Selection([ ('manual', 'Manually'), ('auto', 'Repeatedly')], string='Auto Assignment Action', compute='_compute_crm_auto_assignment_data', readonly=False, store=True, help='Manual assign allow to trigger assignment from team form view using an action button. Automatic configures a cron running repeatedly assignment in all teams.') crm_auto_assignment_interval_type = fields.Selection([ ('minutes', 'Minutes'), ('hours', 'Hours'), ('days', 'Days'), ('weeks', 'Weeks')], string='Auto Assignment Interval Unit', compute='_compute_crm_auto_assignment_data', readonly=False, store=True, help='Interval type between each cron run (e.g. each 2 days or each 2 hours)') crm_auto_assignment_interval_number = fields.Integer( string="Repeat every", compute='_compute_crm_auto_assignment_data', readonly=False, store=True, help='Number of interval type between each cron run (e.g. each 2 days or each 4 days)') crm_auto_assignment_run_datetime = fields.Datetime( string="Auto Assignment Next Execution Date", compute='_compute_crm_auto_assignment_data', readonly=False, store=True) lead_mining_in_pipeline = fields.Boolean("Create a lead mining request directly from the opportunity pipeline.", config_parameter='crm.lead_mining_in_pipeline') predictive_lead_scoring_start_date = fields.Date(string='Lead Scoring Starting Date', compute="_compute_pls_start_date", inverse="_inverse_pls_start_date_str") predictive_lead_scoring_start_date_str = fields.Char(string='Lead Scoring Starting Date in String', config_parameter='crm.pls_start_date') predictive_lead_scoring_fields = fields.Many2many('crm.lead.scoring.frequency.field', string='Lead Scoring Frequency Fields', compute="_compute_pls_fields", inverse="_inverse_pls_fields_str") predictive_lead_scoring_fields_str = fields.Char(string='Lead Scoring Frequency Fields in String', config_parameter='crm.pls_fields') predictive_lead_scoring_field_labels = fields.Char(compute='_compute_predictive_lead_scoring_field_labels') @api.depends('crm_use_auto_assignment') def _compute_crm_auto_assignment_data(self): assign_cron = self.sudo().env.ref('crm.ir_cron_crm_lead_assign', raise_if_not_found=False) for setting in self: if setting.crm_use_auto_assignment and assign_cron: setting.crm_auto_assignment_action = 'auto' if assign_cron.active else 'manual' setting.crm_auto_assignment_interval_type = assign_cron.interval_type or 'days' setting.crm_auto_assignment_interval_number = assign_cron.interval_number or 1 setting.crm_auto_assignment_run_datetime = assign_cron.nextcall else: setting.crm_auto_assignment_action = 'manual' setting.crm_auto_assignment_interval_type = setting.crm_auto_assignment_run_datetime = False setting.crm_auto_assignment_interval_number = 1 @api.onchange('crm_auto_assignment_interval_type', 'crm_auto_assignment_interval_number') def _onchange_crm_auto_assignment_run_datetime(self): if self.crm_auto_assignment_interval_number <= 0: raise exceptions.UserError(_('Repeat frequency should be positive.')) elif self.crm_auto_assignment_interval_number >= 100: raise exceptions.UserError(_('Invalid repeat frequency. Consider changing frequency type instead of using large numbers.')) self.crm_auto_assignment_run_datetime = self._get_crm_auto_assignmment_run_datetime( self.crm_auto_assignment_run_datetime, self.crm_auto_assignment_interval_type, self.crm_auto_assignment_interval_number ) @api.depends('predictive_lead_scoring_fields_str') def _compute_pls_fields(self): """ As config_parameters does not accept m2m field, we get the fields back from the Char config field, to ease the configuration in config panel """ for setting in self: if setting.predictive_lead_scoring_fields_str: names = setting.predictive_lead_scoring_fields_str.split(',') fields = self.env['ir.model.fields'].search([('name', 'in', names), ('model', '=', 'crm.lead')]) setting.predictive_lead_scoring_fields = self.env['crm.lead.scoring.frequency.field'].search([('field_id', 'in', fields.ids)]) else: setting.predictive_lead_scoring_fields = None def _inverse_pls_fields_str(self): """ As config_parameters does not accept m2m field, we store the fields with a comma separated string into a Char config field """ for setting in self: if setting.predictive_lead_scoring_fields: setting.predictive_lead_scoring_fields_str = ','.join(setting.predictive_lead_scoring_fields.mapped('field_id.name')) else: setting.predictive_lead_scoring_fields_str = '' @api.depends('predictive_lead_scoring_start_date_str') def _compute_pls_start_date(self): """ As config_parameters does not accept Date field, we get the date back from the Char config field, to ease the configuration in config panel """ for setting in self: lead_scoring_start_date = setting.predictive_lead_scoring_start_date_str # if config param is deleted / empty, set the date 8 days prior to current date if not lead_scoring_start_date: setting.predictive_lead_scoring_start_date = fields.Date.to_date(fields.Date.today() - timedelta(days=8)) else: try: setting.predictive_lead_scoring_start_date = fields.Date.to_date(lead_scoring_start_date) except ValueError: # the config parameter is malformed, so set the date 8 days prior to current date setting.predictive_lead_scoring_start_date = fields.Date.to_date(fields.Date.today() - timedelta(days=8)) def _inverse_pls_start_date_str(self): """ As config_parameters does not accept Date field, we store the date formated string into a Char config field """ for setting in self: if setting.predictive_lead_scoring_start_date: setting.predictive_lead_scoring_start_date_str = fields.Date.to_string(setting.predictive_lead_scoring_start_date) @api.depends('predictive_lead_scoring_fields') def _compute_predictive_lead_scoring_field_labels(self): for setting in self: if setting.predictive_lead_scoring_fields: field_names = [_('Stage')] + [field.name for field in setting.predictive_lead_scoring_fields] setting.predictive_lead_scoring_field_labels = _('%s and %s', ', '.join(field_names[:-1]), field_names[-1]) else: setting.predictive_lead_scoring_field_labels = _('Stage') def set_values(self): group_use_lead_id = self.env['ir.model.data']._xmlid_to_res_id('crm.group_use_lead') has_group_lead_before = group_use_lead_id in self.env.user.groups_id.ids super(ResConfigSettings, self).set_values() # update use leads / opportunities setting on all teams according to settings update has_group_lead_after = group_use_lead_id in self.env.user.groups_id.ids if has_group_lead_before != has_group_lead_after: teams = self.env['crm.team'].search([]) teams.filtered('use_opportunities').use_leads = has_group_lead_after for team in teams: team.alias_id.write(team._alias_get_creation_values()) # synchronize cron with settings assign_cron = self.sudo().env.ref('crm.ir_cron_crm_lead_assign', raise_if_not_found=False) if assign_cron: # Writing on a cron tries to grab a write-lock on the table. This # could be avoided when saving a res.config without modifying this specific # configuration cron_vals = { 'active': self.crm_use_auto_assignment and self.crm_auto_assignment_action == 'auto', 'interval_type': self.crm_auto_assignment_interval_type, 'interval_number': self.crm_auto_assignment_interval_number, # keep nextcall on cron as it is required whatever the setting 'nextcall': self.crm_auto_assignment_run_datetime if self.crm_auto_assignment_run_datetime else assign_cron.nextcall, } cron_vals = {field_name: value for field_name, value in cron_vals.items() if assign_cron[field_name] != value} if cron_vals: assign_cron.write(cron_vals) # TDE FIXME: re create cron if not found ? def _get_crm_auto_assignmment_run_datetime(self, run_datetime, run_interval, run_interval_number): if not run_interval: return False if run_interval == 'manual': return run_datetime if run_datetime else False return fields.Datetime.now() + relativedelta(**{run_interval: run_interval_number}) def action_crm_assign_leads(self): self.ensure_one() return self.env['crm.team'].search([('assignment_optout', '=', False)]).action_assign_leads(work_days=2, log=False)