159 lines
6.1 KiB
Python
159 lines
6.1 KiB
Python
from odoo import api, fields, models
|
|
|
|
|
|
class CrmLead(models.Model):
|
|
_inherit = "crm.lead"
|
|
|
|
mcs_service_offer = fields.Selection(
|
|
[
|
|
("revenue_website_sprint", "Revenue Website Sprint"),
|
|
("growth_retainer", "Growth Retainer"),
|
|
("mvp_launch_sprint", "MVP Launch Sprint"),
|
|
("white_label_agency", "White-Label Agency Partnership"),
|
|
("other", "Other"),
|
|
],
|
|
string="Service Interest",
|
|
tracking=True,
|
|
)
|
|
mcs_expected_monthly_revenue = fields.Monetary(
|
|
string="Expected Monthly Revenue",
|
|
currency_field="company_currency",
|
|
tracking=True,
|
|
)
|
|
mcs_one_time_project_value = fields.Monetary(
|
|
string="One-Time Project Value",
|
|
currency_field="company_currency",
|
|
tracking=True,
|
|
)
|
|
mcs_proposal_sent_date = fields.Date(string="Proposal Sent Date", tracking=True)
|
|
mcs_last_contact_date = fields.Date(string="Last Contact Date", tracking=True)
|
|
mcs_followup_date = fields.Date(string="Follow-Up Date", tracking=True)
|
|
mcs_next_action = fields.Char(string="Next Action", tracking=True)
|
|
mcs_revenue_priority = fields.Selection(
|
|
[
|
|
("existing_upsell", "Existing Client Upsell"),
|
|
("existing_referral", "Existing Client Referral"),
|
|
("canadian_client", "Canadian Client"),
|
|
("canadian_agency", "Canadian Agency Partnership"),
|
|
("warm_network", "Warm Network"),
|
|
("high_value_outbound", "High-Value Outbound"),
|
|
("india", "India Opportunity"),
|
|
("low_ticket", "Smaller Low-Ticket Retainer"),
|
|
],
|
|
string="Revenue Priority",
|
|
tracking=True,
|
|
)
|
|
mcs_has_next_activity = fields.Boolean(
|
|
string="Has Next Activity", compute="_compute_mcs_operating_flags", store=True
|
|
)
|
|
mcs_missing_operating_data = fields.Boolean(
|
|
string="Missing Operating Data", compute="_compute_mcs_operating_flags", store=True
|
|
)
|
|
mcs_operating_notes = fields.Text(string="Operating Notes")
|
|
|
|
@api.depends(
|
|
"activity_ids",
|
|
"mcs_next_action",
|
|
"mcs_followup_date",
|
|
"date_deadline",
|
|
"expected_revenue",
|
|
"mcs_expected_monthly_revenue",
|
|
"mcs_one_time_project_value",
|
|
"user_id",
|
|
"type",
|
|
"active",
|
|
"probability",
|
|
)
|
|
def _compute_mcs_operating_flags(self):
|
|
for lead in self:
|
|
is_open_opportunity = (
|
|
lead.active and lead.type == "opportunity" and lead.probability < 100
|
|
)
|
|
lead.mcs_has_next_activity = bool(
|
|
lead.activity_ids or lead.mcs_next_action or lead.mcs_followup_date
|
|
)
|
|
has_value = bool(
|
|
lead.expected_revenue
|
|
or lead.mcs_expected_monthly_revenue
|
|
or lead.mcs_one_time_project_value
|
|
)
|
|
lead.mcs_missing_operating_data = bool(
|
|
is_open_opportunity
|
|
and (
|
|
not lead.user_id
|
|
or not lead.date_deadline
|
|
or not lead.mcs_has_next_activity
|
|
or not has_value
|
|
)
|
|
)
|
|
|
|
def action_mcs_schedule_followup(self):
|
|
todo = self.env.ref("mail.mail_activity_data_todo")
|
|
today = fields.Date.context_today(self)
|
|
for lead in self:
|
|
if lead.activity_ids:
|
|
continue
|
|
lead.activity_schedule(
|
|
todo.id,
|
|
date_deadline=lead.mcs_followup_date or lead.date_deadline or today,
|
|
summary=lead.mcs_next_action or "Follow up",
|
|
user_id=lead.user_id.id or self.env.user.id,
|
|
)
|
|
return True
|
|
|
|
def action_mcs_create_delivery_project(self):
|
|
Project = self.env["project.project"]
|
|
for lead in self:
|
|
partner = lead.partner_id
|
|
if partner:
|
|
values = {"mcs_is_client_account": True}
|
|
if not partner.mcs_account_owner_id and lead.user_id:
|
|
values["mcs_account_owner_id"] = lead.user_id.id
|
|
partner.write(values)
|
|
|
|
project_name = "%s - %s" % (
|
|
partner.name if partner else lead.name,
|
|
dict(lead._fields["mcs_service_offer"].selection).get(
|
|
lead.mcs_service_offer, "Delivery Project"
|
|
),
|
|
)
|
|
project = Project.search([("name", "=", project_name)], limit=1)
|
|
if not project:
|
|
project = Project.create(
|
|
{
|
|
"name": project_name,
|
|
"partner_id": partner.id if partner else False,
|
|
"company_id": lead.company_id.id if lead.company_id else self.env.company.id,
|
|
"user_id": lead.user_id.id if lead.user_id else False,
|
|
"allow_timesheets": True,
|
|
"allow_milestones": True,
|
|
"mcs_initiative_type": "client",
|
|
"mcs_delivery_type": "recurring"
|
|
if lead.mcs_expected_monthly_revenue
|
|
else "fixed_project",
|
|
"mcs_revenue_connected": True,
|
|
"mcs_monthly_revenue_target": lead.mcs_expected_monthly_revenue,
|
|
"mcs_contracted_revenue": lead.mcs_expected_monthly_revenue
|
|
or lead.mcs_one_time_project_value,
|
|
"mcs_next_action": lead.mcs_next_action
|
|
or "Confirm delivery owner, scope, milestone, and kickoff date.",
|
|
}
|
|
)
|
|
lead.mcs_operating_notes = "%s\nDelivery project: %s" % (
|
|
lead.mcs_operating_notes or "",
|
|
project.display_name,
|
|
)
|
|
return True
|
|
|
|
def _cron_mcs_schedule_missing_followups(self):
|
|
leads = self.search(
|
|
[
|
|
("type", "=", "opportunity"),
|
|
("active", "=", True),
|
|
("probability", "<", 100),
|
|
("activity_ids", "=", False),
|
|
],
|
|
limit=100,
|
|
)
|
|
leads.action_mcs_schedule_followup()
|