odoo/addons/crm_partner_assign/crm_partner_assign.py

234 lines
11 KiB
Python

# -*- coding: utf-8 -*-
##############################################################################
#
# OpenERP, Open Source Management Solution
# Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU Affero General Public License as
# published by the Free Software Foundation, either version 3 of the
# License, or (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU Affero General Public License for more details.
#
# You should have received a copy of the GNU Affero General Public License
# along with this program. If not, see <http://www.gnu.org/licenses/>.
#
##############################################################################
import random
from openerp.addons.base_geolocalize.models.res_partner import geo_find, geo_query_address
from openerp.osv import osv
from openerp.osv import fields
class res_partner_grade(osv.osv):
_order = 'sequence'
_name = 'res.partner.grade'
_columns = {
'sequence': fields.integer('Sequence'),
'active': fields.boolean('Active'),
'name': fields.char('Grade Name', size=32),
'partner_weight': fields.integer('Grade Weight',
help="Gives the probability to assign a lead to this partner. (0 means no assignation.)"),
}
_defaults = {
'active': lambda *args: 1,
'partner_weight':1
}
class res_partner_activation(osv.osv):
_name = 'res.partner.activation'
_order = 'sequence'
_columns = {
'sequence' : fields.integer('Sequence'),
'name' : fields.char('Name', size=32, required=True),
}
class res_partner(osv.osv):
_inherit = "res.partner"
_columns = {
'partner_weight': fields.integer('Grade Weight',
help="Gives the probability to assign a lead to this partner. (0 means no assignation.)"),
'opportunity_assigned_ids': fields.one2many('crm.lead', 'partner_assigned_id',\
'Assigned Opportunities'),
'grade_id': fields.many2one('res.partner.grade', 'Grade'),
'activation' : fields.many2one('res.partner.activation', 'Activation', select=1),
'date_partnership' : fields.date('Partnership Date'),
'date_review' : fields.date('Latest Partner Review'),
'date_review_next' : fields.date('Next Partner Review'),
# customer implementation
'assigned_partner_id': fields.many2one(
'res.partner', 'Implementedy by',
),
'implemented_partner_ids': fields.one2many(
'res.partner', 'assigned_partner_id',
string='Implementation References',
),
}
_defaults = {
'partner_weight': lambda *args: 0
}
def onchange_grade_id(self, cr, uid, ids, grade_id, context=None):
res = {'value' :{'partner_weight':0}}
if grade_id:
partner_grade = self.pool.get('res.partner.grade').browse(cr, uid, grade_id)
res['value']['partner_weight'] = partner_grade.partner_weight
return res
class crm_lead(osv.osv):
_inherit = "crm.lead"
_columns = {
'partner_latitude': fields.float('Geo Latitude'),
'partner_longitude': fields.float('Geo Longitude'),
'partner_assigned_id': fields.many2one('res.partner', 'Assigned Partner',track_visibility='onchange' , help="Partner this case has been forwarded/assigned to.", select=True),
'date_assign': fields.date('Assignation Date', help="Last date this case was forwarded/assigned to a partner"),
}
def _merge_data(self, cr, uid, ids, oldest, fields, context=None):
fields += ['partner_latitude', 'partner_longitude', 'partner_assigned_id', 'date_assign']
return super(crm_lead, self)._merge_data(cr, uid, ids, oldest, fields, context=context)
def onchange_assign_id(self, cr, uid, ids, partner_assigned_id, context=None):
"""This function updates the "assignation date" automatically, when manually assign a partner in the geo assign tab
"""
if not partner_assigned_id:
return {'value':{'date_assign': False}}
else:
partners = self.pool.get('res.partner').browse(cr, uid, [partner_assigned_id], context=context)
user_id = partners[0] and partners[0].user_id.id or False
return {'value':
{'date_assign': fields.date.context_today(self,cr,uid,context=context),
'user_id' : user_id}
}
def action_assign_partner(self, cr, uid, ids, context=None):
return self.assign_partner(cr, uid, ids, partner_id=False, context=context)
def assign_partner(self, cr, uid, ids, partner_id=False, context=None):
partner_ids = {}
res = False
res_partner = self.pool.get('res.partner')
if not partner_id:
partner_ids = self.search_geo_partner(cr, uid, ids, context=context)
for lead in self.browse(cr, uid, ids, context=context):
if not partner_id:
partner_id = partner_ids.get(lead.id, False)
if not partner_id:
continue
self.assign_geo_localize(cr, uid, [lead.id], lead.partner_latitude, lead.partner_longitude, context=context)
partner = res_partner.browse(cr, uid, partner_id, context=context)
if partner.user_id:
salesteam_id = partner.section_id and partner.section_id.id or False
for lead_id in ids:
self.allocate_salesman(cr, uid, [lead_id], [partner.user_id.id], team_id=salesteam_id, context=context)
self.write(cr, uid, [lead.id], {'date_assign': fields.date.context_today(self,cr,uid,context=context), 'partner_assigned_id': partner_id}, context=context)
return res
def assign_geo_localize(self, cr, uid, ids, latitude=False, longitude=False, context=None):
if latitude and longitude:
self.write(cr, uid, ids, {
'partner_latitude': latitude,
'partner_longitude': longitude
}, context=context)
return True
# Don't pass context to browse()! We need country name in english below
for lead in self.browse(cr, uid, ids):
if lead.partner_latitude and lead.partner_longitude:
continue
if lead.country_id:
result = geo_find(geo_query_address(street=lead.street,
zip=lead.zip,
city=lead.city,
state=lead.state_id.name,
country=lead.country_id.name))
if result:
self.write(cr, uid, [lead.id], {
'partner_latitude': result[0],
'partner_longitude': result[1]
}, context=context)
return True
def search_geo_partner(self, cr, uid, ids, context=None):
res_partner = self.pool.get('res.partner')
res_partner_ids = {}
self.assign_geo_localize(cr, uid, ids, context=context)
for lead in self.browse(cr, uid, ids, context=context):
partner_ids = []
if not lead.country_id:
continue
latitude = lead.partner_latitude
longitude = lead.partner_longitude
if latitude and longitude:
# 1. first way: in the same country, small area
partner_ids = res_partner.search(cr, uid, [
('partner_weight', '>', 0),
('partner_latitude', '>', latitude - 2), ('partner_latitude', '<', latitude + 2),
('partner_longitude', '>', longitude - 1.5), ('partner_longitude', '<', longitude + 1.5),
('country_id', '=', lead.country_id.id),
], context=context)
# 2. second way: in the same country, big area
if not partner_ids:
partner_ids = res_partner.search(cr, uid, [
('partner_weight', '>', 0),
('partner_latitude', '>', latitude - 4), ('partner_latitude', '<', latitude + 4),
('partner_longitude', '>', longitude - 3), ('partner_longitude', '<' , longitude + 3),
('country_id', '=', lead.country_id.id),
], context=context)
# 3. third way: in the same country, extra large area
if not partner_ids:
partner_ids = res_partner.search(cr, uid, [
('partner_weight','>', 0),
('partner_latitude','>', latitude - 8), ('partner_latitude','<', latitude + 8),
('partner_longitude','>', longitude - 8), ('partner_longitude','<', longitude + 8),
('country', '=', lead.country_id.id),
], context=context)
# 5. fifth way: anywhere in same country
if not partner_ids:
# still haven't found any, let's take all partners in the country!
partner_ids = res_partner.search(cr, uid, [
('partner_weight', '>', 0),
('country_id', '=', lead.country_id.id),
], context=context)
# 6. sixth way: closest partner whatsoever, just to have at least one result
if not partner_ids:
# warning: point() type takes (longitude, latitude) as parameters in this order!
cr.execute("""SELECT id, distance
FROM (select id, (point(partner_longitude, partner_latitude) <-> point(%s,%s)) AS distance FROM res_partner
WHERE partner_longitude is not null
AND partner_latitude is not null
AND partner_weight > 0) AS d
ORDER BY distance LIMIT 1""", (longitude, latitude))
res = cr.dictfetchone()
if res:
partner_ids.append(res['id'])
total_weight = 0
toassign = []
for partner in res_partner.browse(cr, uid, partner_ids, context=context):
total_weight += partner.partner_weight
toassign.append( (partner.id, total_weight) )
random.shuffle(toassign) # avoid always giving the leads to the first ones in db natural order!
nearest_weight = random.randint(0, total_weight)
for partner_id, weight in toassign:
if nearest_weight <= weight:
res_partner_ids[lead.id] = partner_id
break
return res_partner_ids
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: