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""" Override potential lead duplicates computation to be more efficient
with high lead volume.
Criterions:
* email domain exact match;
* phone_sanitized exact match;
* same commercial entity;
"""
SEARCH_RESULT_LIMIT = 21
def return_if_relevant(model_name, domain):
""" Returns the recordset obtained by performing a search on the provided
model with the provided domain if the cardinality of that recordset is
below a given threshold (i.e: `SEARCH_RESULT_LIMIT`). Otherwise, returns
an empty recordset of the provided model as it indicates search term
was not relevant.
Note: The function will use the administrator privileges to guarantee
that a maximum amount of leads will be included in the search results
and transcend multi-company record rules. It also includes archived
records. Idea is that counter indicates duplicates are present and
the lead could be escalated to managers.
"""
model = self.env[model_name].sudo().with_context(active_test=False)
res = model.search(domain, limit=SEARCH_RESULT_LIMIT)
return res if len(res) < SEARCH_RESULT_LIMIT else model
for lead in self:
lead_id = lead._origin.id if isinstance(lead.id, models.NewId) else lead.id
common_lead_domain = [
('id', '!=', lead_id)
]
duplicate_lead_ids = self.env['crm.lead']
# check the "company" email domain duplicates
if lead.email_domain_criterion:
duplicate_lead_ids |= return_if_relevant('crm.lead', common_lead_domain + [
('email_domain_criterion', '=', lead.email_domain_criterion)
])
# check for "same commercial entity" duplicates
if lead.partner_id and lead.partner_id.commercial_partner_id:
duplicate_lead_ids |= lead.with_context(active_test=False).search(common_lead_domain + [
("partner_id", "child_of", lead.partner_id.commercial_partner_id.ids)
])
# check the phone number duplicates, based on phone_sanitized. Only
# exact matches are found, and the single one stored in phone_sanitized
# in case phone and mobile are both set.
if lead.phone_sanitized:
duplicate_lead_ids |= return_if_relevant('crm.lead', common_lead_domain + [
('phone_sanitized', '=', lead.phone_sanitized)
])
lead.duplicate_lead_ids = duplicate_lead_ids + lead
lead.duplicate_lead_count = len(duplicate_lead_ids)
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