115 lines
4.0 KiB
Python
115 lines
4.0 KiB
Python
from odoo import api, fields, models
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class CrmLead(models.Model):
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_inherit = "crm.lead"
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mcs_service_offer = fields.Selection(
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[
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("revenue_website_sprint", "Revenue Website Sprint"),
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("growth_retainer", "Growth Retainer"),
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("mvp_launch_sprint", "MVP Launch Sprint"),
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("white_label_agency", "White-Label Agency Partnership"),
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("other", "Other"),
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],
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string="Service Interest",
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tracking=True,
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)
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mcs_expected_monthly_revenue = fields.Monetary(
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string="Expected Monthly Revenue",
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currency_field="company_currency",
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tracking=True,
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)
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mcs_one_time_project_value = fields.Monetary(
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string="One-Time Project Value",
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currency_field="company_currency",
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tracking=True,
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)
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mcs_proposal_sent_date = fields.Date(string="Proposal Sent Date", tracking=True)
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mcs_last_contact_date = fields.Date(string="Last Contact Date", tracking=True)
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mcs_followup_date = fields.Date(string="Follow-Up Date", tracking=True)
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mcs_next_action = fields.Char(string="Next Action", tracking=True)
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mcs_revenue_priority = fields.Selection(
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[
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("existing_upsell", "Existing Client Upsell"),
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("existing_referral", "Existing Client Referral"),
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("canadian_client", "Canadian Client"),
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("canadian_agency", "Canadian Agency Partnership"),
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("warm_network", "Warm Network"),
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("high_value_outbound", "High-Value Outbound"),
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("india", "India Opportunity"),
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("low_ticket", "Smaller Low-Ticket Retainer"),
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],
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string="Revenue Priority",
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tracking=True,
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)
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mcs_has_next_activity = fields.Boolean(
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string="Has Next Activity", compute="_compute_mcs_operating_flags", store=True
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)
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mcs_missing_operating_data = fields.Boolean(
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string="Missing Operating Data", compute="_compute_mcs_operating_flags", store=True
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)
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mcs_operating_notes = fields.Text(string="Operating Notes")
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@api.depends(
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"activity_ids",
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"mcs_next_action",
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"mcs_followup_date",
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"date_deadline",
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"expected_revenue",
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"mcs_expected_monthly_revenue",
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"mcs_one_time_project_value",
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"user_id",
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"type",
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"active",
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"probability",
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)
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def _compute_mcs_operating_flags(self):
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for lead in self:
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is_open_opportunity = (
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lead.active and lead.type == "opportunity" and lead.probability < 100
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)
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lead.mcs_has_next_activity = bool(
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lead.activity_ids or lead.mcs_next_action or lead.mcs_followup_date
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)
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has_value = bool(
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lead.expected_revenue
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or lead.mcs_expected_monthly_revenue
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or lead.mcs_one_time_project_value
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)
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lead.mcs_missing_operating_data = bool(
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is_open_opportunity
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and (
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not lead.user_id
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or not lead.date_deadline
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or not lead.mcs_has_next_activity
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or not has_value
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)
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)
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def action_mcs_schedule_followup(self):
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todo = self.env.ref("mail.mail_activity_data_todo")
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today = fields.Date.context_today(self)
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for lead in self:
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if lead.activity_ids:
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continue
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lead.activity_schedule(
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todo.id,
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date_deadline=lead.mcs_followup_date or lead.date_deadline or today,
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summary=lead.mcs_next_action or "Follow up",
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user_id=lead.user_id.id or self.env.user.id,
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)
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return True
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def _cron_mcs_schedule_missing_followups(self):
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leads = self.search(
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[
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("type", "=", "opportunity"),
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("active", "=", True),
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("probability", "<", 100),
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("activity_ids", "=", False),
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],
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limit=100,
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)
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leads.action_mcs_schedule_followup()
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