from odoo import models, fields, api import re from odoo.exceptions import ValidationError from datetime import datetime, timedelta class sos_inside_sales_leads(models.Model): _name = 'sos_inside_sales_leads' _description = 'Sosaley Customers Management' _rec_name="company_name" company_name = fields.Char(string="Company Name") lead_generated_by = fields.Many2one( 'res.users', string='Lead Generated By', default=lambda self: self.env.user, readonly=True ) entry_date = fields.Date(string="Date", default=fields.Date.today) moved_on = fields.Date(string="Moved On") location = fields.Char(string="Location") website_url = fields.Char(string="Website URL") vertical_domain = fields.Many2many('sos_vertical_domain',string="Domain / Industry", ondelete="cascade") line_ids_contacts = fields.One2many('sos_leads_contact_lines', 'ref_id', string="Contact Details",copy=True) remarks=fields.Text(string="Remarks") linkedin_profile = fields.Char(string="Linkedin profile") # products = fields.Selection( # [ # ('BHMS 1.2V', 'BHMS 1.2V'), # ('BHMS 2V', 'BHMS 2V'), # ('BHMS 12V', 'BHMS 12V'), # ('BMS-HV', 'BMS-HV'), # ('BMS-LV 100A', 'BMS-LV 100A'), # ('BMS-LV 40A', 'BMS-LV 40A'), # ('SBMS 55A', 'SBMS 55A'), # ('MC 250W', 'MC 250W'), # ('HeartTarang', 'HeartTarang') # ], # string="Product Interested In") products_interested = fields.Many2many('sos_products',string="Product Interested In") service = fields.Selection( [ ('Product', 'Products'), ('Project', 'Projects') ], string="Service Type",default="Product") project_name= fields.Many2one('sos_projects',string="Project Name") status = fields.Selection( [ ('Open', 'Open'), ('Close', 'Close'), ('New', 'New'), ('In-Progress', 'In-Progress'), ('Qualified', 'Qualified'), ('Unqualified', 'Unqualified') ], string="Status",default="New") new_source = fields.Many2one('lead_source', string="Source") meeting_scheduled = fields.Selection( [ ('Online', 'Online'), ('Offline', 'Offline') ], string="Meeting Schedule") expo_name = fields.Char(string="Expo Name") move_to_sales = fields.Many2many('res.users',string="Move Lead to", domain=lambda self: [('groups_id', 'in', self.env.ref('sos_inventory.sos_sales_user').ids + self.env.ref('sos_inventory.sos_ce_head').ids)]) cc_mail = fields.Many2one('res.users',string="CC to", domain=lambda self: [('groups_id', 'in', self.env.ref('sos_inventory.sos_sales_user').ids + self.env.ref('sos_inventory.sos_ce_head').ids)]) move_div_display = fields.Boolean(default=False,string="Moved to Sales") line_ids = fields.One2many('sos_inside_sales_activities_line', 'ref_id', string="Action") week = fields.Char(string="Week") reporting_to = fields.Many2one('res.users', string='Reporting To') sales_type = fields.Selection( [ ('Domestic', 'Domestic'), ('International', 'International') ], string="Sales Type",default="Domestic") country = fields.Many2one( 'res.country', string='Country', default=lambda self: self.env['res.country'].search([('code', '=', 'IN')], limit=1) ) @api.model def create(self, vals): create_uid = vals.get('create_uid', self.env.uid) create_user = self.env['res.users'].browse(create_uid) # Check if reporting_to exists before accessing .id vals['reporting_to'] = create_user.reporting_to.id if create_user.reporting_to else False record = super(sos_inside_sales_leads, self).create(vals) return record TARGET_PER_WEEK = 4 def action_moveto_sales(self): if self.move_to_sales: #Target Starts entry_date = fields.Date.today() self.moved_on = entry_date start_of_week = entry_date - timedelta(days=entry_date.weekday()) # Monday end_of_week = start_of_week + timedelta(days=6) # Sunday # Determine week number first_day_of_month = entry_date.replace(day=1) week_number = ((entry_date - first_day_of_month).days // 7) + 1 # Exclude Saturdays for 2nd and 4th week if week_number in [2, 4]: end_of_week = start_of_week + timedelta(days=4) # Friday self.week = f"{start_of_week.strftime('%d/%m/%Y')} to {end_of_week.strftime('%d/%m/%Y')}" sos_lines = self.env['sos_target_tracker'].search([ ('week', '=', self.week), ('inside_sales_executive', '=', self.lead_generated_by.id) ]) new_week_entry = sos_lines.weekly_entries_count + 1 if new_week_entry < self.TARGET_PER_WEEK: remaining = self.TARGET_PER_WEEK - new_week_entry weekly_status = f"{remaining} more to achieve this week's target." elif new_week_entry == self.TARGET_PER_WEEK: weekly_status = "Target achieved for this week!" else: weekly_status = "Well performed! Exceeded weekly target!" if sos_lines: sos_lines.write({'weekly_entries_count': new_week_entry,'entry_date':self.entry_date, 'weekly_status':weekly_status}) else: self.env['sos_target_tracker'].create({ 'entry_date': self.entry_date, 'inside_sales_executive': self.lead_generated_by.id, 'week': f"{start_of_week.strftime('%d/%m/%Y')} to {end_of_week.strftime('%d/%m/%Y')}", 'weekly_entries_count':1 }) #Target Ends for user in self.move_to_sales: body_html = f"""

Below Lead is moved to Sales

""" subject = f"New Lead Received - {self.company_name}" send_email = self.env['sos_common_scripts'] send_email.send_direct_email(self.env,"sos_inside_sales_leads",self.id,user.login,subject,body_html,self.cc_mail.login) new_record = self.env['sos_sales_leads'].create({ 'company_name': self.company_name, 'transferred_on': fields.Date.today(), 'location':self.location, 'website_url':self.website_url, 'vertical_domain': [(6, 0, self.vertical_domain.ids)], 'linkedin_profile':self.linkedin_profile, 'products_interested':[(6, 0,self.products_interested.ids)], 'source':'inside_sales', 'expo_name':self.expo_name, 'lead_generated_by':self.env.user.id, 'sales_type':self.sales_type, 'interested_in':self.service, 'project_name':self.project_name.id }) if new_record: if self.line_ids_contacts: for contact in self.line_ids_contacts: self.env['sos_leads_customer_contact_lines'].create({ 'ref_id': new_record.id, 'name': contact.name, 'dept': contact.dept, 'email': contact.email, 'mobile_number': contact.mobile_number, 'set_as_primary': contact.set_as_primary, 'linkedin_profile': contact.linkedin_profile, 'remarks': contact.remarks }) self.move_div_display = True return { 'type': 'ir.actions.client', 'tag': 'display_notification', 'params': { 'message': "Moved Successfully", 'type': 'success', 'sticky': False } } class SOS_Leads_Line(models.Model): _name = 'sos_leads_contact_lines' _description = 'Leads Contact Lines' ref_id = fields.Many2one('sos_inside_sales_leads', string="Customers", ondelete="cascade") name = fields.Char(string="Name") dept = fields.Char(string="Designation") email = fields.Char(string="Email Id") mobile_number = fields.Char(string="Contact Number") set_as_primary = fields.Boolean(string="Set Primary") linkedin_profile = fields.Char(string="LinkedIn Profile") remarks = fields.Text(string="Remarks") @api.model def create(self, vals): record = super(SOS_Leads_Line, self).create(vals) if not self.env['sos_leads_contact_lines'].search([ ('ref_id', '=', record.ref_id.id), ('set_as_primary', '=', True) ]): # Set the created record as primary record.set_as_primary = True return record def write(self, vals): res = super(SOS_Leads_Line, self).write(vals) if 'set_as_primary' in vals and vals['set_as_primary']: for record in self: self.env['sos_leads_contact_lines'].search([ ('ref_id', '=', record.ref_id.id), ('id', '!=', record.id) ]).write({'set_as_primary': False}) return res class sos_inside_sales_activities_lines(models.Model): _name = 'sos_inside_sales_activities_line' _description = 'Inside Sales executive activities log lines' ref_id = fields.Many2one('sos_inside_sales_leads', ondelete="cascade") action_date = fields.Date(string="Action Date") next_action_on = fields.Date(string="Next Action On") remarks = fields.Text(string="Remarks") class LeadSource(models.Model): _name = 'lead_source' _description = 'Lead Source Master' name = fields.Char(string="Source Name", required=True)