addons/crm_partner_assign/crm_partner_assign.py

   1 # -*- coding: utf-8 -*-
   2 ##############################################################################
   3 #
   4 #    OpenERP, Open Source Management Solution
   5 #    Copyright (C) 2004-2010 Tiny SPRL (<http://tiny.be>).
   6 #
   7 #    This program is free software: you can redistribute it and/or modify
   8 #    it under the terms of the GNU Affero General Public License as
   9 #    published by the Free Software Foundation, either version 3 of the
  10 #    License, or (at your option) any later version.
  11 #
  12 #    This program is distributed in the hope that it will be useful,
  13 #    but WITHOUT ANY WARRANTY; without even the implied warranty of
  14 #    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
  15 #    GNU Affero General Public License for more details.
  16 #
  17 #    You should have received a copy of the GNU Affero General Public License
  18 #    along with this program.  If not, see <http://www.gnu.org/licenses/>.
  19 #
  20 ##############################################################################
  21
  22 import random
  23
  24 from openerp.addons.base_geolocalize.models.res_partner import geo_find, geo_query_address
  25 from openerp.osv import osv
  26 from openerp.osv import fields
  27
  28
  29 class res_partner_grade(osv.osv):
  30     _order = 'sequence'
  31     _name = 'res.partner.grade'
  32     _columns = {
  33         'sequence': fields.integer('Sequence'),
  34         'active': fields.boolean('Active'),
  35         'name': fields.char('Grade Name', size=32),
  36         'partner_weight': fields.integer('Grade Weight',
  37             help="Gives the probability to assign a lead to this partner. (0 means no assignation.)"),
  38     }
  39     _defaults = {
  40         'active': lambda *args: 1,
  41         'partner_weight':1
  42     }
  43
  44 class res_partner_activation(osv.osv):
  45     _name = 'res.partner.activation'
  46     _order = 'sequence'
  47
  48     _columns = {
  49         'sequence' : fields.integer('Sequence'),
  50         'name' : fields.char('Name', size=32, required=True),
  51     }
  52
  53
  54 class res_partner(osv.osv):
  55     _inherit = "res.partner"
  56     _columns = {
  57         'partner_weight': fields.integer('Grade Weight',
  58             help="Gives the probability to assign a lead to this partner. (0 means no assignation.)"),
  59         'opportunity_assigned_ids': fields.one2many('crm.lead', 'partner_assigned_id',\
  60             'Assigned Opportunities'),
  61         'grade_id': fields.many2one('res.partner.grade', 'Grade'),
  62         'activation' : fields.many2one('res.partner.activation', 'Activation', select=1),
  63         'date_partnership' : fields.date('Partnership Date'),
  64         'date_review' : fields.date('Latest Partner Review'),
  65         'date_review_next' : fields.date('Next Partner Review'),
  66         # customer implementation
  67         'assigned_partner_id': fields.many2one(
  68             'res.partner', 'Implementedy by',
  69         ),
  70         'implemented_partner_ids': fields.one2many(
  71             'res.partner', 'assigned_partner_id',
  72             string='Implementation References',
  73         ),
  74     }
  75     _defaults = {
  76         'partner_weight': lambda *args: 0
  77     }
  78
  79     def onchange_grade_id(self, cr, uid, ids, grade_id, context=None):
  80         res = {'value' :{'partner_weight':0}}
  81         if grade_id:
  82             partner_grade = self.pool.get('res.partner.grade').browse(cr, uid, grade_id)
  83             res['value']['partner_weight'] = partner_grade.partner_weight
  84         return res
  85
  86
  87 class crm_lead(osv.osv):
  88     _inherit = "crm.lead"
  89     _columns = {
  90         'partner_latitude': fields.float('Geo Latitude'),
  91         'partner_longitude': fields.float('Geo Longitude'),
  92         'partner_assigned_id': fields.many2one('res.partner', 'Assigned Partner',track_visibility='onchange' , help="Partner this case has been forwarded/assigned to.", select=True),
  93         'date_assign': fields.date('Assignation Date', help="Last date this case was forwarded/assigned to a partner"),
  94     }
  95     def _merge_data(self, cr, uid, ids, oldest, fields, context=None):
  96         fields += ['partner_latitude', 'partner_longitude', 'partner_assigned_id', 'date_assign']
  97         return super(crm_lead, self)._merge_data(cr, uid, ids, oldest, fields, context=context)
  98
  99     def onchange_assign_id(self, cr, uid, ids, partner_assigned_id, context=None):
 100         """This function updates the "assignation date" automatically, when manually assign a partner in the geo assign tab
 101         """
 102
 103         if not partner_assigned_id:
 104             return {'value':{'date_assign': False}}
 105         else:
 106             partners = self.pool.get('res.partner').browse(cr, uid, [partner_assigned_id], context=context)
 107             user_id = partners[0] and partners[0].user_id.id or False
 108             return {'value':
 109                         {'date_assign': fields.date.context_today(self,cr,uid,context=context),
 110                          'user_id' : user_id}
 111                    }
 112
 113     def action_assign_partner(self, cr, uid, ids, context=None):
 114         return self.assign_partner(cr, uid, ids, partner_id=False, context=context)
 115
 116     def assign_partner(self, cr, uid, ids, partner_id=False, context=None):
 117         partner_ids = {}
 118         res = False
 119         res_partner = self.pool.get('res.partner')
 120         if not partner_id:
 121             partner_ids = self.search_geo_partner(cr, uid, ids, context=context)
 122         for lead in self.browse(cr, uid, ids, context=context):
 123             if not partner_id:
 124                 partner_id = partner_ids.get(lead.id, False)
 125             if not partner_id:
 126                 continue
 127             self.assign_geo_localize(cr, uid, [lead.id], lead.partner_latitude, lead.partner_longitude, context=context)
 128             partner = res_partner.browse(cr, uid, partner_id, context=context)
 129             if partner.user_id:
 130                 salesteam_id = partner.section_id and partner.section_id.id or False
 131                 for lead_id in ids:
 132                     self.allocate_salesman(cr, uid, [lead_id], [partner.user_id.id], team_id=salesteam_id, context=context)
 133             self.write(cr, uid, [lead.id], {'date_assign': fields.date.context_today(self,cr,uid,context=context), 'partner_assigned_id': partner_id}, context=context)
 134         return res
 135
 136     def assign_geo_localize(self, cr, uid, ids, latitude=False, longitude=False, context=None):
 137         if latitude and longitude:
 138             self.write(cr, uid, ids, {
 139                 'partner_latitude': latitude,
 140                 'partner_longitude': longitude
 141             }, context=context)
 142             return True
 143         # Don't pass context to browse()! We need country name in english below
 144         for lead in self.browse(cr, uid, ids):
 145             if lead.partner_latitude and lead.partner_longitude:
 146                 continue
 147             if lead.country_id:
 148                 result = geo_find(geo_query_address(street=lead.street,
 149                                                     zip=lead.zip,
 150                                                     city=lead.city,
 151                                                     state=lead.state_id.name,
 152                                                     country=lead.country_id.name))
 153                 if result:
 154                     self.write(cr, uid, [lead.id], {
 155                         'partner_latitude': result[0],
 156                         'partner_longitude': result[1]
 157                     }, context=context)
 158         return True
 159
 160     def search_geo_partner(self, cr, uid, ids, context=None):
 161         res_partner = self.pool.get('res.partner')
 162         res_partner_ids = {}
 163         self.assign_geo_localize(cr, uid, ids, context=context)
 164         for lead in self.browse(cr, uid, ids, context=context):
 165             partner_ids = []
 166             if not lead.country_id:
 167                 continue
 168             latitude = lead.partner_latitude
 169             longitude = lead.partner_longitude
 170             if latitude and longitude:
 171                 # 1. first way: in the same country, small area
 172                 partner_ids = res_partner.search(cr, uid, [
 173                     ('partner_weight', '>', 0),
 174                     ('partner_latitude', '>', latitude - 2), ('partner_latitude', '<', latitude + 2),
 175                     ('partner_longitude', '>', longitude - 1.5), ('partner_longitude', '<', longitude + 1.5),
 176                     ('country_id', '=', lead.country_id.id),
 177                 ], context=context)
 178
 179                 # 2. second way: in the same country, big area
 180                 if not partner_ids:
 181                     partner_ids = res_partner.search(cr, uid, [
 182                         ('partner_weight', '>', 0),
 183                         ('partner_latitude', '>', latitude - 4), ('partner_latitude', '<', latitude + 4),
 184                         ('partner_longitude', '>', longitude - 3), ('partner_longitude', '<' , longitude + 3),
 185                         ('country_id', '=', lead.country_id.id),
 186                     ], context=context)
 187
 188                 # 3. third way: in the same country, extra large area
 189                 if not partner_ids:
 190                     partner_ids = res_partner.search(cr, uid, [
 191                         ('partner_weight','>', 0),
 192                         ('partner_latitude','>', latitude - 8), ('partner_latitude','<', latitude + 8),
 193                         ('partner_longitude','>', longitude - 8), ('partner_longitude','<', longitude + 8),
 194                         ('country', '=', lead.country_id.id),
 195                     ], context=context)
 196
 197                 # 5. fifth way: anywhere in same country
 198                 if not partner_ids:
 199                     # still haven't found any, let's take all partners in the country!
 200                     partner_ids = res_partner.search(cr, uid, [
 201                         ('partner_weight', '>', 0),
 202                         ('country_id', '=', lead.country_id.id),
 203                     ], context=context)
 204
 205                 # 6. sixth way: closest partner whatsoever, just to have at least one result
 206                 if not partner_ids:
 207                     # warning: point() type takes (longitude, latitude) as parameters in this order!
 208                     cr.execute("""SELECT id, distance
 209                                   FROM  (select id, (point(partner_longitude, partner_latitude) <-> point(%s,%s)) AS distance FROM res_partner
 210                                   WHERE partner_longitude is not null
 211                                         AND partner_latitude is not null
 212                                         AND partner_weight > 0) AS d
 213                                   ORDER BY distance LIMIT 1""", (longitude, latitude))
 214                     res = cr.dictfetchone()
 215                     if res:
 216                         partner_ids.append(res['id'])
 217
 218                 total_weight = 0
 219                 toassign = []
 220                 for partner in res_partner.browse(cr, uid, partner_ids, context=context):
 221                     total_weight += partner.partner_weight
 222                     toassign.append( (partner.id, total_weight) )
 223
 224                 random.shuffle(toassign) # avoid always giving the leads to the first ones in db natural order!
 225                 nearest_weight = random.randint(0, total_weight)
 226                 for partner_id, weight in toassign:
 227                     if nearest_weight <= weight:
 228                         res_partner_ids[lead.id] = partner_id
 229                         break
 230         return res_partner_ids
 231
 232
 233 # vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4: