359 lines
18 KiB
Python
359 lines
18 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 collections import defaultdict
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from markupsafe import Markup
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from odoo import api, fields, models, tools, _
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from odoo.addons.phone_validation.tools import phone_validation
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class EventRegistration(models.Model):
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_inherit = 'event.registration'
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lead_ids = fields.Many2many(
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'crm.lead', string='Leads', copy=False, readonly=True,
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groups='sales_team.group_sale_salesman')
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lead_count = fields.Integer(
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'# Leads', compute='_compute_lead_count', compute_sudo=True)
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@api.depends('lead_ids')
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def _compute_lead_count(self):
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for record in self:
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record.lead_count = len(record.lead_ids)
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@api.model_create_multi
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def create(self, vals_list):
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""" Trigger rules based on registration creation, and check state for
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rules based on confirmed / done attendees. """
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registrations = super(EventRegistration, self).create(vals_list)
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# handle triggers based on creation, then those based on confirm and done
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# as registrations can be automatically confirmed, or even created directly
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# with a state given in values
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if not self.env.context.get('event_lead_rule_skip'):
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self.env['event.lead.rule'].search([('lead_creation_trigger', '=', 'create')]).sudo()._run_on_registrations(registrations)
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open_registrations = registrations.filtered(lambda reg: reg.state == 'open')
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if open_registrations:
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self.env['event.lead.rule'].search([('lead_creation_trigger', '=', 'confirm')]).sudo()._run_on_registrations(open_registrations)
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done_registrations = registrations.filtered(lambda reg: reg.state == 'done')
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if done_registrations:
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self.env['event.lead.rule'].search([('lead_creation_trigger', '=', 'done')]).sudo()._run_on_registrations(done_registrations)
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return registrations
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def write(self, vals):
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""" Update the lead values depending on fields updated in registrations.
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There are 2 main use cases
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* first is when we update the partner_id of multiple registrations. It
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happens when a public user fill its information when they register to
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an event;
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* second is when we update specific values of one registration like
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updating question answers or a contact information (email, phone);
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Also trigger rules based on confirmed and done attendees (state written
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to open and done).
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"""
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to_update, event_lead_rule_skip = False, self.env.context.get('event_lead_rule_skip')
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if not event_lead_rule_skip:
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to_update = self.filtered(lambda reg: reg.lead_count)
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if to_update:
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lead_tracked_vals = to_update._get_lead_tracked_values()
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res = super(EventRegistration, self).write(vals)
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if not event_lead_rule_skip and to_update:
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self.env.flush_all() # compute notably partner-based fields if necessary
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to_update.sudo()._update_leads(vals, lead_tracked_vals)
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# handle triggers based on state
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if not event_lead_rule_skip:
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if vals.get('state') == 'open':
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self.env['event.lead.rule'].search([('lead_creation_trigger', '=', 'confirm')]).sudo()._run_on_registrations(self)
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elif vals.get('state') == 'done':
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self.env['event.lead.rule'].search([('lead_creation_trigger', '=', 'done')]).sudo()._run_on_registrations(self)
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return res
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def _load_records_create(self, values):
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""" In import mode: do not run rules those are intended to run when customers
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buy tickets, not when bootstrapping a database. """
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return super(EventRegistration, self.with_context(event_lead_rule_skip=True))._load_records_create(values)
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def _load_records_write(self, values):
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""" In import mode: do not run rules those are intended to run when customers
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buy tickets, not when bootstrapping a database. """
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return super(EventRegistration, self.with_context(event_lead_rule_skip=True))._load_records_write(values)
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def _update_leads(self, new_vals, lead_tracked_vals):
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""" Update leads linked to some registrations. Update is based depending
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on updated fields, see ``_get_lead_contact_fields()`` and ``_get_lead_
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description_fields()``. Main heuristic is
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* check attendee-based leads, for each registration recompute contact
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information if necessary (changing partner triggers the whole contact
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computation); update description if necessary;
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* check order-based leads, for each existing group-based lead, only
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partner change triggers a contact and description update. We consider
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that group-based rule works mainly with the main contact and less
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with further details of registrations. Those can be found in stat
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button if necessary.
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:param new_vals: values given to write. Used to determine updated fields;
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:param lead_tracked_vals: dict(registration_id, registration previous values)
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based on new_vals;
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"""
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for registration in self:
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leads_attendee = registration.lead_ids.filtered(
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lambda lead: lead.event_lead_rule_id.lead_creation_basis == 'attendee'
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)
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if not leads_attendee:
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continue
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old_vals = lead_tracked_vals[registration.id]
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# if partner has been updated -> update registration contact information
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# as they are computed (and therefore not given to write values)
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if 'partner_id' in new_vals:
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new_vals.update(**dict(
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(field, registration[field])
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for field in self._get_lead_contact_fields()
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if field != 'partner_id')
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)
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lead_values = {}
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# update contact fields: valid for all leads of registration
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upd_contact_fields = [field for field in self._get_lead_contact_fields() if field in new_vals.keys()]
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if any(new_vals[field] != old_vals[field] for field in upd_contact_fields):
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lead_values = registration._get_lead_contact_values()
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# update description fields: each lead has to be updated, otherwise
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# update in batch
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upd_description_fields = [field for field in self._get_lead_description_fields() if field in new_vals.keys()]
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if any(new_vals[field] != old_vals[field] for field in upd_description_fields):
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for lead in leads_attendee:
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lead_values['description'] = "%s<br/>%s" % (
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lead.description,
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registration._get_lead_description(_("Updated registrations"), line_counter=True)
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)
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lead.write(lead_values)
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elif lead_values:
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leads_attendee.write(lead_values)
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leads_order = self.lead_ids.filtered(lambda lead: lead.event_lead_rule_id.lead_creation_basis == 'order')
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for lead in leads_order:
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lead_values = {}
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if new_vals.get('partner_id'):
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lead_values.update(lead.registration_ids._get_lead_contact_values())
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if not lead.partner_id:
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lead_values['description'] = lead.registration_ids._get_lead_description(_("Participants"), line_counter=True)
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elif new_vals['partner_id'] != lead.partner_id.id:
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lead_values['description'] = lead.description + "<br/>" + lead.registration_ids._get_lead_description(_("Updated registrations"), line_counter=True, line_suffix=_("(updated)"))
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if lead_values:
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lead.write(lead_values)
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def _get_lead_values(self, rule):
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""" Get lead values from registrations. Self can contain multiple records
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in which case first found non void value is taken. Note that all
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registrations should belong to the same event.
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:return dict lead_values: values used for create / write on a lead
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"""
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lead_values = {
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# from rule
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'type': rule.lead_type,
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'user_id': rule.lead_user_id.id,
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'team_id': rule.lead_sales_team_id.id,
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'tag_ids': rule.lead_tag_ids.ids,
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'event_lead_rule_id': rule.id,
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# event and registration
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'event_id': self.event_id.id,
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'referred': self.event_id.name,
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'registration_ids': self.ids,
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'campaign_id': self._find_first_notnull('utm_campaign_id'),
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'source_id': self._find_first_notnull('utm_source_id'),
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'medium_id': self._find_first_notnull('utm_medium_id'),
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}
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lead_values.update(self._get_lead_contact_values())
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lead_values['description'] = self._get_lead_description(_("Participants"), line_counter=True)
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return lead_values
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def _get_lead_contact_values(self):
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""" Specific management of contact values. Rule creation basis has some
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effect on contact management
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* in attendee mode: keep registration partner only if partner phone and
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email match. Indeed lead are synchronized with their contact and it
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would imply rewriting on partner, and therefore on other documents;
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* in batch mode: if a customer is found use it as main contact. Registrations
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details are included in lead description;
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:return dict: values used for create / write on a lead
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"""
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valid_partner = next(
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(reg.partner_id for reg in self if reg.partner_id != self.env.ref('base.public_partner')),
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self.env['res.partner']
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) # CHECKME: broader than just public partner
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# mono registration mode: keep partner only if email and phone matches;
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# otherwise registration > partner. Note that email format and phone
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# formatting have to taken into account in comparison
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if len(self) == 1 and valid_partner:
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# compare emails: email_normalized or raw
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if self.email and valid_partner.email:
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if valid_partner.email_normalized and tools.email_normalize(self.email) != valid_partner.email_normalized:
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valid_partner = self.env['res.partner']
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elif not valid_partner.email_normalized and valid_partner.email != self.email:
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valid_partner = self.env['res.partner']
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# compare phone, taking into account formatting
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if valid_partner and self.phone and valid_partner.phone:
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phone_formatted = self._phone_format(fname='phone', country=valid_partner.country_id)
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partner_phone_formatted = valid_partner._phone_format(fname='phone')
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if phone_formatted and partner_phone_formatted and phone_formatted != partner_phone_formatted:
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valid_partner = self.env['res.partner']
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if (not phone_formatted or not partner_phone_formatted) and self.phone != valid_partner.phone:
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valid_partner = self.env['res.partner']
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registration_phone = self._find_first_notnull('phone')
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if valid_partner:
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contact_vals = self.env['crm.lead']._prepare_values_from_partner(valid_partner)
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# force email_from / phone only if not set on partner because those fields are now synchronized automatically
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if not valid_partner.email:
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contact_vals['email_from'] = self._find_first_notnull('email')
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if not valid_partner.phone:
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contact_vals['phone'] = registration_phone
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else:
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# don't force email_from + partner_id because those fields are now synchronized automatically
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contact_vals = {
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'contact_name': self._find_first_notnull('name'),
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'email_from': self._find_first_notnull('email'),
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'phone': registration_phone,
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'lang_id': False,
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}
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contact_vals.update({
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'name': "%s - %s" % (self.event_id.name, valid_partner.name or self._find_first_notnull('name') or self._find_first_notnull('email')),
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'partner_id': valid_partner.id,
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})
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# try to avoid copying registration_phone on both phone and mobile fields
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# as would be noise; pay attention partner.hone is propagated through compute
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mobile = valid_partner.mobile or registration_phone
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if mobile != contact_vals.get('phone', valid_partner.phone):
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contact_vals['mobile'] = valid_partner.mobile or registration_phone
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return contact_vals
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def _get_lead_description(self, prefix='', line_counter=True, line_suffix=''):
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""" Build the description for the lead using a prefix for all generated
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lines. For example to enumerate participants or inform of an update in
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the information of a participant.
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:return string description: complete description for a lead taking into
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account all registrations contained in self
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"""
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reg_lines = [
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registration._get_lead_description_registration(
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line_suffix=line_suffix
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) for registration in self
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]
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description = (prefix if prefix else '') + Markup("<br/>")
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if line_counter:
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description += Markup("<ol>") + Markup('').join(reg_lines) + Markup("</ol>")
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else:
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description += Markup("<ul>") + Markup('').join(reg_lines) + Markup("</ul>")
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return description
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def _get_lead_description_registration(self, line_suffix=''):
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""" Build the description line specific to a given registration. """
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self.ensure_one()
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return Markup("<li>") + "%s (%s)%s" % (
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self.name or self.partner_id.name or self.email,
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" - ".join(self[field] for field in ('email', 'phone') if self[field]),
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f" {line_suffix}" if line_suffix else "",
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) + Markup("</li>")
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def _get_lead_tracked_values(self):
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""" Tracked values are based on two subset of fields to track in order
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to fill or update leads. Two main use cases are
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* description fields: registration contact fields: email, phone, ...
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on registration. Other fields are added by inheritance like
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question answers;
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* contact fields: registration contact fields + partner_id field as
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contact of a lead is managed specifically. Indeed email and phone
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synchronization of lead / partner_id implies paying attention to
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not rewrite partner values from registration values.
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Tracked values are therefore the union of those two field sets. """
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tracked_fields = list(set(self._get_lead_contact_fields()) or set(self._get_lead_description_fields()))
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return dict(
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(registration.id,
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dict((field, self._convert_value(registration[field], field)) for field in tracked_fields)
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) for registration in self
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)
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def _get_lead_grouping(self, rules, rule_to_new_regs):
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""" Perform grouping of registrations in order to enable order-based
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lead creation and update existing groups with new registrations.
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Heuristic in event is the following. Registrations created in multi-mode
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are grouped by event. Customer use case: website_event flow creates
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several registrations in a create-multi.
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Update is not supported as there is no way to determine if a registration
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is part of an existing batch.
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:param rules: lead creation rules to run on registrations given by self;
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:param rule_to_new_regs: dict: for each rule, subset of self matching
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rule conditions. Used to speedup batch computation;
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:return dict: for each rule, rule (key of dict) gives a list of groups.
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Each group is a tuple (
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existing_lead: existing lead to update;
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group_record: record used to group;
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registrations: sub record set of self, containing registrations
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belonging to the same group;
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)
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"""
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event_to_reg_ids = defaultdict(lambda: self.env['event.registration'])
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for registration in self:
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event_to_reg_ids[registration.event_id] += registration
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return dict(
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(rule, [(False, event, (registrations & rule_to_new_regs[rule]).sorted('id'))
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for event, registrations in event_to_reg_ids.items()])
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for rule in rules
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)
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# ------------------------------------------------------------
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# TOOLS
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# ------------------------------------------------------------
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@api.model
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def _get_lead_contact_fields(self):
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""" Get registration fields linked to lead contact. Those are used notably
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to see if an update of lead is necessary or to fill contact values
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in ``_get_lead_contact_values())`` """
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return ['name', 'email', 'phone', 'partner_id']
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@api.model
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def _get_lead_description_fields(self):
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""" Get registration fields linked to lead description. Those are used
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notably to see if an update of lead is necessary or to fill description
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in ``_get_lead_description())`` """
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return ['name', 'email', 'phone']
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def _find_first_notnull(self, field_name):
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""" Small tool to extract the first not nullvalue of a field: its value
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or the ids if this is a relational field. """
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value = next((reg[field_name] for reg in self if reg[field_name]), False)
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return self._convert_value(value, field_name)
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def _convert_value(self, value, field_name):
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""" Small tool because convert_to_write is touchy """
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if isinstance(value, models.BaseModel) and self._fields[field_name].type in ['many2many', 'one2many']:
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return value.ids
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if isinstance(value, models.BaseModel) and self._fields[field_name].type == 'many2one':
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return value.id
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return value
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