66 lines
2.6 KiB
Python
66 lines
2.6 KiB
Python
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# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from odoo import _, models, fields
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class ChatbotScriptStep(models.Model):
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_inherit = 'chatbot.script.step'
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step_type = fields.Selection(
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selection_add=[('create_lead', 'Create Lead')], ondelete={'create_lead': 'cascade'})
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crm_team_id = fields.Many2one(
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'crm.team', string='Sales Team', ondelete='set null',
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help="Used in combination with 'create_lead' step type in order to automatically "
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"assign the created lead/opportunity to the defined team")
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def _chatbot_crm_prepare_lead_values(self, discuss_channel, description):
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return {
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'description': description + discuss_channel._get_channel_history(),
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'name': _("%s's New Lead", self.chatbot_script_id.title),
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'source_id': self.chatbot_script_id.source_id.id,
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'team_id': self.crm_team_id.id,
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'type': 'lead' if self.crm_team_id.use_leads else 'opportunity',
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'user_id': False,
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}
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def _process_step(self, discuss_channel):
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self.ensure_one()
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posted_message = super()._process_step(discuss_channel)
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if self.step_type == 'create_lead':
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self._process_step_create_lead(discuss_channel)
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return posted_message
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def _process_step_create_lead(self, discuss_channel):
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""" When reaching a 'create_lead' step, we extract the relevant information: visitor's
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email, phone and conversation history to create a crm.lead.
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We use the email and phone to update the environment partner's information (if not a public
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user) if they differ from the current values.
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The whole conversation history will be saved into the lead's description for reference.
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This also allows having a question of type 'free_input_multi' to let the visitor explain
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their interest / needs before creating the lead. """
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customer_values = self._chatbot_prepare_customer_values(
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discuss_channel, create_partner=False, update_partner=True)
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if self.env.user._is_public():
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create_values = {
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'email_from': customer_values['email'],
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'phone': customer_values['phone'],
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}
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else:
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partner = self.env.user.partner_id
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create_values = {
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'partner_id': partner.id,
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'company_id': partner.company_id.id,
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}
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create_values.update(self._chatbot_crm_prepare_lead_values(
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discuss_channel, customer_values['description']))
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self.env['crm.lead'].create(create_values)
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