[WIP] lead_mining new feature

odoo · Jan 14, 2019 · f3248cb3be68124e16bcf5dde3e9967f2c8e8a2b · f3248cb
1 parent 3138f5d
commit f3248cb3be68124e16bcf5dde3e9967f2c8e8a2b
diff --git a/addons/crm/models/res_config_settings.py b/addons/crm/models/res_config_settings.py
@@ -11,7 +11,9 @@ class ResConfigSettings(models.TransientModel):
    generate_lead_from_alias = fields.Boolean('Manual Assignation of Emails', config_parameter='crm.generate_lead_from_alias')
    group_use_lead = fields.Boolean(string="Leads", implied_group='crm.group_use_lead')
    module_crm_phone_validation = fields.Boolean("Phone Formatting")
+  
+    module_crm_iap_lead = fields.Boolean("Generate new leads based on their country, technologies, size, etc.")
    module_crm_iap_lead_website = fields.Boolean("Create Leads/Opportunities from your website's traffic")
+  
+    lead_mining_in_pipeline = fields.Boolean("Create a lead mining request directly from the opportunity pipeline.", config_parameter='crm.lead_mining_in_pipeline')
    def _find_default_lead_alias_id(self):
        alias = self.env.ref('crm.mail_alias_lead_info', False)

diff --git a/addons/crm/views/res_config_settings_views.xml b/addons/crm/views/res_config_settings_views.xml
@@ -52,14 +52,30 @@
                            </div>
                        </div>
                    </div>
+  
+
+  
+                    <div class="row mt16 o_settings_container">
+  
+                        <div class="col-lg-6 o_setting_box">
+  
+                            <div class="o_setting_left_pane">
+  
+                                <field name="module_crm_iap_lead"/>
+  
+                            </div>
+  
+
+  
+                            <div class="o_setting_right_pane" id="crm_iap_lead_settings">
+  
+                                <label string="Lead Mining" for="module_crm_iap_lead"/>
+  
+                                <div class="text-muted">
+  
+                                    Generate new leads based on their country, technologies, size, etc.
+  
+                                </div>
+  
+                            </div>
+  
+                        </div>
+  
+                    </div>
+  
+
                    <div class="row mt16 o_settings_container">
                        <div class="col-lg-6 o_setting_box">
                            <div class="o_setting_left_pane">
                                <field name="module_crm_iap_lead_website"/>
                            </div>
-  
-                            <div class="o_setting_right_pane crm_reveal_settings">
-  
-                                <label string="Website Lead Generation" for="module_crm_reveal"/>
+  
+                            <div class="o_setting_right_pane" id="crm_iap_lead_website_settings">
+  
+                                <label string="Website Lead Generation" for="module_crm_iap_lead_website"/>
                                <div class="text-muted">
                                    Convert visitors of your website into leads and perform data enrichment based on their IP address.
                                </div>

diff --git a/addons/crm_iap_lead/__manifest__.py b/addons/crm_iap_lead/__manifest__.py
@@ -10,8 +10,17 @@
        'data/crm.iap.lead.industry.csv',
        'data/crm.iap.lead.role.csv',
        'data/crm.iap.lead.seniority.csv',
+  
+        'data/crm.iap.lead.technology.csv',
        'data/message_template.xml',
        'data/crm_iap_lead_data.xml',
+  
+        'data/ir_sequence_data.xml',
        'security/ir.model.access.csv',
+  
+        'views/crm_lead_view.xml',
+  
+        'views/crm_iap_lead_views.xml',
+  
+        'views/res_config_settings_views.xml',
+  
+        'views/crm_iap_lead_templates.xml',
    ],
+  
+    'qweb': [
+  
+        'static/src/xml/leads_tree_generate_leads_views.xml',
+  
+    ]
 }
diff --git a/addons/crm_iap_lead/data/crm.iap.lead.technology.csv b/addons/crm_iap_lead/data/crm.iap.lead.technology.csv
diff --git a/addons/crm_iap_lead/data/crm_iap_lead_data.xml b/addons/crm_iap_lead/data/crm_iap_lead_data.xml
@@ -1,6 +1,19 @@
 <?xml version="1.0" encoding="utf-8"?>
 <odoo>
    <data noupdate="1">
+  
+        <!-- Scheduler for Lead Mining Request -->
+  
+        <record id="ir_cron_crm_lead_mining_request" model="ir.cron">
+  
+            <field name="name">Lead Generation: Lead Mining Request</field>
+  
+            <field name="model_id" ref="model_crm_iap_lead_mining_request"/>
+  
+            <field name="state">code</field>
+  
+            <field name="code">model._process_requests()</field>
+  
+            <field name="user_id" ref="base.user_root"/>
+  
+            <field name="interval_number">1</field>
+  
+            <field name="interval_type">days</field>
+  
+            <field name="numbercall">-1</field>
+  
+            <field name="doall" eval="False"/>
+  
+        </record>
+  
+
        <record id="lead_generation_no_credits" model="mail.template">
            <field name="name">IAP Lead Generation Notification</field>
            <field name="email_from">iap@odoo.com</field>

diff --git a/addons/crm_iap_lead/data/ir_sequence_data.xml b/addons/crm_iap_lead/data/ir_sequence_data.xml
@@ -0,0 +1,14 @@
+  
+<?xml version="1.0" encoding="utf-8"?>
+  
+<odoo>
+  
+    <data noupdate="1">
+  
+        <!-- Sequences for lead mining requests -->
+  
+        <record id="seq_crm_iap_lead_mining_request" model="ir.sequence">
+  
+            <field name="name">Lead Mining Request</field>
+  
+            <field name="code">crm.iap.lead.mining.request</field>
+  
+            <field name="prefix">LMR</field>
+  
+            <field name="padding">3</field>
+  
+            <field name="company_id" eval="False"/>
+  
+        </record>
+  
+
+  
+    </data>
+  
+</odoo>
diff --git a/addons/crm_iap_lead/models/__init__.py b/addons/crm_iap_lead/models/__init__.py
@@ -2,3 +2,5 @@
 # Part of Odoo. See LICENSE file for full copyright and licensing details.
 from . import crm_lead
 from . import crm_iap_lead
+  
+from . import crm_iap_lead_helpers
+  
+from . import crm_iap_lead_mining_request
diff --git a/addons/crm_iap_lead/models/crm_iap_lead.py b/addons/crm_iap_lead/models/crm_iap_lead.py
@@ -48,3 +48,16 @@ class PeopleSeniority(models.Model):
    @api.depends('name')
    def name_get(self):
        return [(seniority.id, seniority.name.replace('_', ' ').title()) for seniority in self]
+  
+
+  
+
+  
+class TechnologyTag(models.Model):
+  
+    """ Technology Tags of Clearbit """
+  
+    _name = 'crm.iap.lead.technology'
+  
+    _description = 'Technology Tag'
+  
+
+  
+    name = fields.Char(string='Name', required=True, translate=True)
+  
+    tech_tag = fields.Char(string="Tech Tag", required=True)
+  
+
+  
+    _sql_constraints = [
+  
+        ('name_uniq', 'unique (name)', 'Technology tag name already exists!'),
+  
+    ]
diff --git a/addons/crm_iap_lead/models/crm_iap_lead_helpers.py b/addons/crm_iap_lead/models/crm_iap_lead_helpers.py
@@ -0,0 +1,121 @@
+  
+from math import floor, log10
+  
+from odoo import api, models
+  
+
+  
+
+  
+class CRMHelpers(models.Model):
+  
+    _name = 'crm.iap.lead.helpers'
+  
+    _description = 'Helper methods for crm_iap_lead modules'
+  
+
+  
+    @api.model
+  
+    def notify_no_more_credit(self, service_name, model_name, notification_parameter):
+  
+        """
+  
+        Notify about the number of credit.
+  
+        In order to avoid to spam people each hour, an ir.config_parameter is set
+  
+        """
+  
+        already_notified = self.env['ir.config_parameter'].sudo().get_param(notification_parameter, False)
+  
+        if already_notified:
+  
+            return
+  
+        mail_template = self.env.ref('crm_iap_lead.lead_generation_no_credits')
+  
+        iap_account = self.env['iap.account'].search([('service_name', '=', service_name)], limit=1)
+  
+        # Get the email address of the creators of the records
+  
+        res = self.env[model_name].search_read([], ['create_uid'])
+  
+        uids = set(r['create_uid'][0] for r in res if r.get('create_uid'))
+  
+        res = self.env['res.users'].search_read([('id', 'in', list(uids))], ['email'])
+  
+        emails = set(r['email'] for r in res if r.get('email'))
+  
+
+  
+        mail_values = mail_template.generate_email(iap_account.id)
+  
+        mail_values['email_to'] = ','.join(emails)
+  
+        mail = self.env['mail.mail'].create(mail_values)
+  
+        mail.send()
+  
+        self.env['ir.config_parameter'].sudo().set_param(notification_parameter, True)
+  
+
+  
+    @api.model
+  
+    def lead_vals_from_response(self, record, company_data, people_data):
+  
+        country_id = self.env['res.country'].search([('code', '=', company_data['country_code'])]).id
+  
+        website_url = 'https://www.%s' % company_data['domain'] if company_data['domain'] else False
+  
+        lead_vals = {
+  
+            # Lead vals from record itself
+  
+            'type': record.lead_type,
+  
+            'team_id': record.team_id.id,
+  
+            'tag_ids': [(6, 0, record.tag_ids.ids)],
+  
+            'user_id': record.user_id.id,
+  
+            'reveal_id': company_data['clearbit_id'],
+  
+            # Lead vals from data
+  
+            'name': company_data['name'],
+  
+            'partner_name': company_data['legal_name'] or company_data['name'],
+  
+            'email_from': ",".join(company_data['email'] or []),
+  
+            'phone': company_data['phone'] or (company_data['phone_numbers'] and company_data['phone_numbers'][0]) or '',
+  
+            'website': website_url,
+  
+            'street': company_data['location'],
+  
+            'city': company_data['city'],
+  
+            'zip': company_data['postal_code'],
+  
+            'country_id': country_id,
+  
+            'state_id': self._find_state_id(company_data['state_code'], country_id),
+  
+            'description': self._prepare_lead_description(company_data),
+  
+        }
+  
+
+  
+        # If type is people then add first contact in lead data
+  
+        if people_data:
+  
+            lead_vals.update({
+  
+                'contact_name': people_data[0]['full_name'],
+  
+                'email_from': people_data[0]['email'],
+  
+                'function': people_data[0]['title'],
+  
+            })
+  
+        return lead_vals
+  
+
+  
+    @api.model
+  
+    def _find_state_id(self, state_code, country_id):
+  
+        state_id = self.env['res.country.state'].search([('code', '=', state_code), ('country_id', '=', country_id)])
+  
+        if state_id:
+  
+            return state_id.id
+  
+        return False
+  
+
+  
+    @api.model
+  
+    def _prepare_lead_description(self, reveal_data):
+  
+        description = ''
+  
+        if reveal_data['sector']:
+  
+            description += reveal_data['sector']
+  
+        if reveal_data['website_title']:
+  
+            description += '\n' + reveal_data['website_title']
+  
+        if reveal_data['twitter_bio']:
+  
+            description += '\n' + "Twitter Bio: " + reveal_data['twitter_bio']
+  
+        if reveal_data['twitter_followers']:
+  
+            description += ('\nTwitter %s followers, %s \n') % (reveal_data['twitter_followers'], reveal_data['twitter_location'] or '')
+  
+
+  
+        numbers = ['raised', 'market_cap', 'employees', 'estimated_annual_revenue']
+  
+        millnames = ['', ' K', ' M', ' B', 'T']
+  
+
+  
+        def millify(n):
+  
+            try:
+  
+                n = float(n)
+  
+                millidx = max(0, min(len(millnames) - 1, int(floor(0 if n == 0 else log10(abs(n)) / 3))))
+  
+                return '{:.0f}{}'.format(n / 10**(3 * millidx), millnames[millidx])
+  
+            except Exception:
+  
+                return n
+  
+
+  
+        for key in numbers:
+  
+            if reveal_data.get(key):
+  
+                description += ' %s : %s,' % (key.replace('_', ' ').title(), millify(reveal_data[key]))
+  
+        return description
+  
+
+  
+    @api.model
+  
+    def format_data_for_message_post(self, company_data, people_data):
+  
+        log_data = {
+  
+            'twitter': company_data['twitter'],
+  
+            'description': company_data['description'],
+  
+            'logo': company_data['logo'],
+  
+            'name': company_data['name'],
+  
+            'phone_numbers': company_data['phone_numbers'],
+  
+            'facebook': company_data['facebook'],
+  
+            'linkedin': company_data['linkedin'],
+  
+            'crunchbase': company_data['crunchbase'],
+  
+            'tech': [t.replace('_', ' ').title() for t in company_data['tech']],
+  
+            'people_data': people_data,
+  
+        }
+  
+        timezone = company_data['timezone']
+  
+        if timezone:
+  
+            log_data.update({
+  
+                'timezone': timezone.replace('_', ' ').title(),
+  
+                'timezone_url': company_data['timezone_url'],
+  
+            })
+  
+        return log_data