energy_communities/__manifest__.py

 {
     "name": "Energy Community",
-    "version": "14.0.2.1.0",
+    "version": "14.0.3.2.0",
     "depends": [
         "account",
         "cooperator_account_banking_mandate",
@@ -12,6 +12,7 @@
         "auth_api_key",
         "auth_oauth",
         "auth_oidc",
+        "auth_signup",
         "base_rest",
         "base_technical_features",
         "base_user_role",
@@ -78,6 +79,7 @@
         "data/mail_template_update_data.xml",
         "wizards/assign_crm_to_coordinator_company.xml",
         "wizards/multicompany_easy_creation.xml",
+        "wizards/assign_admin_wizard.xml",
     ],
     "installable": True,
     "application": True,

energy_communities/client_map/config.py

+class MapClientConfig:
+    # mapping between landings params and place params
+    MAPPING__INSTANCE_ID = 1
+    MAPPING__LANDING_ACTIVE_SERVICES__MAP_FILTER = {
+        "energy_communities.ce_tag_common_generation": "generacio-renovable-comunitaria",
+        "energy_communities.ce_tag_energy_efficiency": "eficiencia-energetica",
+        "energy_communities.ce_tag_sustainable_mobility": "mobilitat-sostenible",
+        "energy_communities.ce_tag_citizen_education": "formacio-ciutadana",
+        "energy_communities.ce_tag_thermal_energy": "energia-termica-i-climatitzacio",
+        "energy_communities.ce_tag_collective_purchases": "compres-col-lectives",
+        "energy_communities.ce_tag_renewable_energy": "subministrament-d-energia-100-renovable",
+        "energy_communities.ce_tag_aggregate_demand": "agregacio-i-flexibilitat-de-la-demanda",
+    }
+    MAPPING__MAP = "campanya"
+    MAPPING__LANDING_COMMUNITY_STATUS__MAP_FILTER = {"open": "oberta"}
+    MAPPING__LANDING_STATUS__MAP_PLACE_STATUS = {
+        "draft": "draft",
+        "publish": "published",
+    }
+    MAPPING__LANDING_COMMUNITY_TYPE__MAP_CATEGORY = {
+        "citizen": "ciutadania",
+        "industrial": "industrial",
+    }
+    MAPPING__LANDING_COMMUNITY_STATUS__MAP_PRESENTER = {"open": "CE Oberta"}
+    MAPPING__OPEN_PLACE_DESCRIPTION_META_KEY = "po2_description"
+    MAPPING__OPEN_PLACE_SOCIAL_HEADLINE_META_KEY = "po2_social_headline"
+    MAPPING__OPEN_PLACE_SOCIAL_HEADLINE_ORIGINAL = "<div class='flex justify-center align-center text-center'><p class='font-semibold text-white'>Comparteix i fem créixer la Comunitat Energètica</p></div>"
+    MAPPING__OPEN_PLACE_SOCIAL_HEADLINE_TRANSLATION = {
+        "es_ES": "<div class='flex justify-center align-center text-center'><p class='font-semibold text-white'>Comparte y hagamos crecer la Comunidad Energética</p></div>"
+    }
+    MAPPING__EXTERNAL_LINK__BECOME_COOPERATOR__LINK_LABEL = {
+        "ca_ES": "Fes-te'n soci/a",
+        "es_ES": "Hazte socio/a",
+        "eu_ES": "Bazkide bihurtu",
+    }
+    MAPPING__EXTERNAL_LINK__CONTACT__LINK_LABEL = {
+        "ca_ES": "Posa-t'hi en contacte",
+        "es_ES": "Ponte en contacto",
+        "eu_ES": "Jarri harremanetan",
+    }
+    MAPPING__EXTERNAL_LINK__LANDING__LINK_LABEL = {
+        "ca_ES": "Veure pàgina de la Comunitat",
+        "es_ES": "Ver página de la Comunidad",
+        "eu_ES": "Ikus Komunitatearen orria",
+    }
+    MAPPING__BUTTON_COLOR_CONFIG_NAME = {
+        "green": "Coorporate green dark button",
+        "yellow": "Coorporate yellow button",
+    }

energy_communities/client_map/resources/landing_cmplace.py

+from odoo import _
+from odoo.exceptions import UserError
+
+from ...pywordpress_client.resources.authenticate import Authenticate
+from ...pywordpress_client.resources.landing_page import (
+    LandingPage as LandingPageResource,
+)
+from ..config import MapClientConfig
+
+
+class LandingCmPlace:
+    _name = "landing_cmplace"
+
+    def __init__(self, landing):
+        self.landing = landing
+        self.wp_landing_data = self._get_wp_landing_data()
+        button_configs = self._get_button_color_configs()
+        if button_configs["errors"]:
+            raise UserError(error_msg)
+        else:
+            self.button_configs = button_configs["button_color_configs"]
+
+    def create(self):
+        """
+        Creates a place from a landing instance.
+        """
+        self._create_update_place("create")
+
+    def update(self):
+        """
+        Updates a place from a landing instance.
+        """
+        self._create_update_place("update")
+
+    def _create_update_place(self, mode):
+        validated_place_data = self._validate_and_prepare_place_data()
+        if validated_place_data["errors"]:
+            error_msg = ""
+            for error in validated_place_data["errors"]:
+                error_msg += error + "\n"
+            raise UserError(error_msg)
+        else:
+            if mode == "create":
+                place = self.landing.env["cm.place"].create(
+                    validated_place_data["data"]
+                )
+                self.landing.write({"map_place_id": place.id})
+            if mode == "update":
+                place = self.landing.map_place_id
+                place.write(validated_place_data["data"])
+            self._place_extra_data_setup(place)
+
+    def _place_extra_data_setup(self, place):
+        place._get_slug_id()
+        place.build_presenter_metadata_ids()
+        # setup description
+        self._setup_place_description(place)
+        # setup external links
+        self._setup_external_links(place)
+        # apply translations
+        self._apply_place_metadatas_translations(place)
+
+    def _validate_and_prepare_place_data(self):
+        """
+        Try to generate a place data dictionary and collect errors if they're
+        @returns: dictionary with 'data' key as the dict to be used for place creation or update and 'errors' key to collect errors if they're
+        """
+        ret_dict = {
+            "data": {
+                "company_id": MapClientConfig.MAPPING__INSTANCE_ID,
+                "name": self.landing.name,
+                "type": "place",
+                "status": MapClientConfig.MAPPING__LANDING_STATUS__MAP_PLACE_STATUS[
+                    self.landing.status
+                ],
+                "interaction_method": "external_link",
+                "filter_mids": [(5, 0, 0)],
+                "address_txt": self._get_address_txt(),
+            },
+            "errors": [],
+        }
+        # Permissions
+        # TODO: Decide the permission level for this action
+        if self.landing.env.user.company_id.hierarchy_level not in [
+            "coordinator",
+            "instance",
+        ]:
+            ret_dict["errors"].append(
+                _(
+                    "Only users that belongs to the 'Coordinator' or 'Instance' company can create new Map Places."
+                )
+            )
+        # Map reference
+        map = self.landing.env["cm.map"].search(
+            [("slug_id", "=", MapClientConfig.MAPPING__MAP)]
+        )
+        if map:
+            ret_dict["data"]["map_id"] = map.id
+        else:
+            ret_dict["errors"].append(
+                _("Map not found slug_id: {}").format(self.MAPPING__MAP)
+            )
+        # Lat and Lng
+        if self.landing.lat:
+            ret_dict["data"]["lat"] = self.landing.lat
+        else:
+            ret_dict["errors"].append(
+                _("Landing lat param required for place creation")
+            )
+        if self.landing.lng:
+            ret_dict["data"]["lng"] = self.landing.lng
+        else:
+            ret_dict["errors"].append(
+                _("Landing lng param required for place creation")
+            )
+        # Place category
+        categories = self.landing.env["cm.place.category"].search([])
+        place_category_slug = (
+            MapClientConfig.MAPPING__LANDING_COMMUNITY_TYPE__MAP_CATEGORY[
+                self.landing.community_type
+            ]
+        )
+        place_category = categories.filtered(lambda r: r.slug_id == place_category_slug)
+        if place_category:
+            ret_dict["data"]["place_category_id"] = place_category.id
+        else:
+            ret_dict["errors"].append(
+                _("Place category not found slug_id: {}").format(place_category_slug)
+            )
+        # Community status filter
+        filters = self.landing.env["cm.filter"].search([])
+        place_community_status_slug = (
+            MapClientConfig.MAPPING__LANDING_COMMUNITY_STATUS__MAP_FILTER[
+                self.landing.community_status
+            ]
+        )
+        place_community_status = filters.filtered(
+            lambda r: r.slug_id == place_community_status_slug
+        )
+        if place_community_status:
+            ret_dict["data"]["marker_color"] = place_community_status.id
+            ret_dict["data"]["filter_mids"].append((4, place_community_status.id))
+        else:
+            ret_dict["errors"].append(
+                _("Place status filter not found slug_id: {}").format(
+                    place_community_status_slug
+                )
+            )
+        # Community active services
+        for service in self.landing.community_active_services:
+            service_slug = MapClientConfig.MAPPING__LANDING_ACTIVE_SERVICES__MAP_FILTER[
+                service.tag_ext_id
+            ]
+            place_service = filters.filtered(lambda r: r.slug_id == service_slug)
+            if place_service:
+                ret_dict["data"]["filter_mids"].append((4, place_service.id))
+            else:
+                ret_dict["errors"].append(
+                    _("Place status filter not found slug_id: {}").format(service_slug)
+                )
+        # Presenter
+        presenter_name = (
+            MapClientConfig.MAPPING__LANDING_COMMUNITY_STATUS__MAP_PRESENTER[
+                self.landing.community_status
+            ]
+        )
+        presenter = self.landing.env["cm.presenter.model"].search(
+            [("name", "=", presenter_name)]
+        )
+        if presenter:
+            ret_dict["data"]["presenter_model_id"] = presenter.id
+        else:
+            ret_dict["errors"].append(
+                _("Place presenter not found slug_id: {}").format(presenter_name)
+            )
+        return ret_dict
+
+    def _get_address_txt(self):
+        address_txt = ""
+        if self.landing.street:
+            address_txt = self.landing.street
+        if self.landing.postal_code:
+            if address_txt == "":
+                address_txt = self.landing.postal_code
+            else:
+                address_txt += ", " + self.landing.postal_code
+        if self.landing.city:
+            if address_txt == "":
+                address_txt = self.landing.city
+            else:
+                address_txt += ", " + self.landing.city
+        return address_txt
+
+    def _get_button_color_configs(self):
+        ret_dict = {"button_color_configs": {}, "errors": []}
+        button_color_configs = self.landing.env["cm.button.color.config"].search([])
+        ret_dict["button_color_configs"]["green"] = button_color_configs.filtered(
+            lambda r: r.name
+            == MapClientConfig.MAPPING__BUTTON_COLOR_CONFIG_NAME["green"]
+        )
+        ret_dict["button_color_configs"]["yellow"] = button_color_configs.filtered(
+            lambda r: r.name
+            == MapClientConfig.MAPPING__BUTTON_COLOR_CONFIG_NAME["yellow"]
+        )
+        if (
+            not ret_dict["button_color_configs"]["green"]
+            or not ret_dict["button_color_configs"]["yellow"]
+        ):
+            ret_dict["errors"] = _("Button configs not found.")
+        return ret_dict
+
+    def _get_wp_landing_data(self):
+        instance_company = self.landing.env["res.company"].search(
+            [("hierarchy_level", "=", "instance")]
+        )
+        if instance_company:
+            baseurl = instance_company.wordpress_base_url
+            username = instance_company.wordpress_db_username
+            password = instance_company.wordpress_db_password
+            auth = Authenticate(baseurl, username, password).authenticate()
+            token = "Bearer %s" % auth["token"]
+            landing_page_wp_data = LandingPageResource(
+                token, baseurl, self.landing.wp_landing_page_id
+            ).get()
+            return landing_page_wp_data
+        return False
+
+    def _setup_place_description(self, place):
+        desc_meta = self.landing.env["cm.place.presenter.metadata"].search(
+            [
+                ("place_id", "=", place.id),
+                ("key", "=", MapClientConfig.MAPPING__OPEN_PLACE_DESCRIPTION_META_KEY),
+            ]
+        )
+        desc_meta.write({"value": self.landing.short_description})
+
+    def _setup_external_links(self, place):
+        new_external_links_ids = []
+        existing_external_links = self.landing.env["cm.place.external.link"].search(
+            [("place_id", "=", place.id)]
+        )
+        if self.landing.allow_new_members:
+            new_external_links_ids.append(
+                self._become_cooperator_external_link(place.id).id
+            )
+        else:
+            new_external_links_ids.append(self._contact_external_link(place.id).id)
+        new_external_links_ids.append(self._landing_external_link(place.id).id)
+        # remove old external_links if needed
+        for existing_external_link in existing_external_links:
+            if existing_external_link.id not in new_external_links_ids:
+                existing_external_link.unlink()
+
+    def _get_or_create_external_link(
+        self, place_id, name, url, target, button_color_config_id, sort_order
+    ):
+        existing_external_links = self.landing.env["cm.place.external.link"].search(
+            [
+                ("place_id", "=", place_id),
+                ("name", "=", name),
+                ("url", "=", url),
+                ("target", "=", target),
+                ("button_color_config_id", "=", button_color_config_id),
+                ("sort_order", "=", sort_order),
+            ]
+        )
+        if existing_external_links:
+            return existing_external_links[0]
+        else:
+            return self.landing.env["cm.place.external.link"].create(
+                {
+                    "place_id": place_id,
+                    "name": name,
+                    "url": url,
+                    "target": target,
+                    "button_color_config_id": button_color_config_id,
+                    "sort_order": sort_order,
+                }
+            )
+
+    def _become_cooperator_external_link(self, place_id):
+        external_link = self._get_or_create_external_link(
+            place_id,
+            MapClientConfig.MAPPING__EXTERNAL_LINK__BECOME_COOPERATOR__LINK_LABEL[
+                "ca_ES"
+            ],
+            "{base_url}/become_cooperator?odoo_company_id={odoo_company_id}".format(
+                base_url=self.landing.env["ir.config_parameter"].get_param(
+                    "web.base.url"
+                ),
+                odoo_company_id=self.landing.company_id.id,
+            ),
+            "_blank",
+            self.button_configs["yellow"].id,
+            0,
+        )
+        # es_ES Translation
+        self._update_translation(
+            "cm.place.external.link,name",
+            external_link.id,
+            MapClientConfig.MAPPING__EXTERNAL_LINK__BECOME_COOPERATOR__LINK_LABEL[
+                "ca_ES"
+            ],
+            MapClientConfig.MAPPING__EXTERNAL_LINK__BECOME_COOPERATOR__LINK_LABEL[
+                "es_ES"
+            ],
+            "es_ES",
+        )
+        self._update_translation(
+            "cm.place.external.link,url",
+            external_link.id,
+            "{base_url}/become_cooperator?odoo_company_id={odoo_company_id}".format(
+                base_url=self.landing.env["ir.config_parameter"].get_param(
+                    "web.base.url"
+                ),
+                odoo_company_id=self.landing.company_id.id,
+            ),
+            "{base_url}/es/become_cooperator?odoo_company_id={odoo_company_id}".format(
+                base_url=self.landing.env["ir.config_parameter"].get_param(
+                    "web.base.url"
+                ),
+                odoo_company_id=self.landing.company_id.id,
+            ),
+            "es_ES",
+        )
+        return external_link
+
+    def _contact_external_link(self, place_id):
+        external_link = self._get_or_create_external_link(
+            place_id,
+            MapClientConfig.MAPPING__EXTERNAL_LINK__CONTACT__LINK_LABEL["ca_ES"],
+            "{landing_link}/#contacte".format(
+                landing_link=self.wp_landing_data["link"]
+            ),
+            "_top",
+            self.button_configs["yellow"].id,
+            0,
+        )
+        # es_ES Translation
+        self._update_translation(
+            "cm.place.external.link,name",
+            external_link.id,
+            MapClientConfig.MAPPING__EXTERNAL_LINK__CONTACT__LINK_LABEL["ca_ES"],
+            MapClientConfig.MAPPING__EXTERNAL_LINK__CONTACT__LINK_LABEL["es_ES"],
+            "es_ES",
+        )
+        if "es" in self.wp_landing_data["translations"].keys():
+            self._update_translation(
+                "cm.place.external.link,url",
+                external_link.id,
+                "{landing_link}/#contacte".format(
+                    landing_link=self.wp_landing_data["link"]
+                ),
+                "{landing_link}/#contacte".format(
+                    landing_link=self.wp_landing_data["translations"]["es"]
+                ),
+                "es_ES",
+            )
+        return external_link
+
+    def _landing_external_link(self, place_id):
+        external_link = self._get_or_create_external_link(
+            place_id,
+            MapClientConfig.MAPPING__EXTERNAL_LINK__LANDING__LINK_LABEL["ca_ES"],
+            self.wp_landing_data["link"],
+            "_top",
+            self.button_configs["green"].id,
+            1,
+        )
+        # es_ES Translation
+        self._update_translation(
+            "cm.place.external.link,name",
+            external_link.id,
+            MapClientConfig.MAPPING__EXTERNAL_LINK__LANDING__LINK_LABEL["ca_ES"],
+            MapClientConfig.MAPPING__EXTERNAL_LINK__LANDING__LINK_LABEL["es_ES"],
+            "es_ES",
+        )
+        if "es" in self.wp_landing_data["translations"].keys():
+            self._update_translation(
+                "cm.place.external.link,url",
+                external_link.id,
+                self.wp_landing_data["link"],
+                self.wp_landing_data["translations"]["es"],
+                "es_ES",
+            )
+        return external_link
+
+    def _apply_place_metadatas_translations(self, place):
+        for lang_code in self._get_active_languages():
+            # place description: applied from landing short_description already translated
+            landing_short_description_trans = self._get_translation(
+                "landing.page,short_description",
+                self.landing.id,
+                lang_code,
+                translated=True,
+            )
+            if landing_short_description_trans:
+                self._apply_place_metadata_translation(
+                    place.id,
+                    MapClientConfig.MAPPING__OPEN_PLACE_DESCRIPTION_META_KEY,
+                    landing_short_description_trans.src,
+                    landing_short_description_trans.value,
+                    lang_code,
+                )
+        # place social headline: es_ES
+        self._apply_place_metadata_translation(
+            place.id,
+            MapClientConfig.MAPPING__OPEN_PLACE_SOCIAL_HEADLINE_META_KEY,
+            MapClientConfig.MAPPING__OPEN_PLACE_SOCIAL_HEADLINE_ORIGINAL,
+            MapClientConfig.MAPPING__OPEN_PLACE_SOCIAL_HEADLINE_TRANSLATION["es_ES"],
+            "es_ES",
+        )
+
+    def _apply_place_metadata_translation(
+        self, place_id, meta_key, original_value, trans_value, lang
+    ):
+        related_meta = self.landing.env["cm.place.presenter.metadata"].search(
+            [("place_id", "=", place_id), ("key", "=", meta_key)]
+        )
+        if related_meta:
+            self._update_translation(
+                "cm.place.presenter.metadata,value",
+                related_meta.id,
+                original_value,
+                trans_value,
+                lang,
+            )
+
+    # TODO: Make all this translation block more compliant with ir.translation model
+    def _get_active_languages(self):
+        return self.landing.env["res.lang"].search([("active", "=", 1)]).mapped("code")
+
+    def _get_translation(self, translation_name, res_id, lang, translated=False):
+        query = [
+            ("name", "=", translation_name),
+            ("res_id", "=", res_id),
+            ("lang", "=", lang),
+        ]
+        if translated:
+            query.append(("state", "=", "translated"))
+        return self.landing.env["ir.translation"].search(query)
+
+    def _update_translation(
+        self, translation_name, res_id, original_value, trans_value, lang
+    ):
+        translation = self._get_translation(translation_name, res_id, lang)
+        if translation:
+            translation.write(
+                {"src": original_value, "value": trans_value, "state": "translated"}
+            )
+        else:
+            self.landing.env["ir.translation"].create(
+                {
+                    "name": translation_name,
+                    "res_id": res_id,
+                    "lang": lang,
+                    "type": "model",
+                    "src": original_value,
+                    "value": trans_value,
+                    "state": "translated",
+                }
+            )

energy_communities/data/mail_template_data.xml

@@ -9,9 +9,10 @@
             <field name="email_from">${object.company_id.email}</field>
             <field
         name="subject"
-      >[Somcomunitats.coop] Request for registration of the Energy Community on the platform</field>
+      >[Som Comunitats] Request for registration of the Energy Community on the platform</field>
             <field name="email_to">${ctx.get('email_to')}</field>
             <field name="model_id" ref="model_crm_lead" />
+            <field name="auto_delete" eval="False" />
             <field name="lang">${object.company_id.partner_id.lang}</field>
             <field name="body_html">
                 <![CDATA[
@@ -21,7 +22,7 @@
                         <p>Go to Odoo to track this registration.</p><br/>
                         <p>Yours faithfully,</p>
                         <p>Somcomunitats.coop team</p>
-                        <p><a href="https://web-test.somcomunitats.coop/recursos/">Resources and FAQs</a></p>
+                        <p><a href="https://somcomunitats.coop/recursos/">Resources and FAQs</a></p>
                     </div>
                 ]]>
             </field>
@@ -30,11 +31,16 @@
     <record id="email_templ_lead_ce_creation_receipt_confirm_id" model="mail.template">
             <field name="name">Confirmation Email for CE Creation Lead Receipt</field>
             <field name="email_from">${object.company_id.email}</field>
-            <field name="subject">[Somcomunitats.coop] New Community Creation Request to the platform</field>
+            <field
+        name="subject"
+      >[Som Comunitats] New Community Creation Request</field>
             <field name="email_to">${ctx.get('email_to')}</field>
             <field name="model_id" ref="model_crm_lead" />
+            <field name="auto_delete" eval="False" />
             <field name="lang">${ctx.get('lang')}</field>
-            <field name="body_html"><![CDATA[
+            <field
+        name="body_html"
+      ><![CDATA[
                 <div style="font-family: 'Lucica Grande', Ubuntu, Arial, Verdana, sans-serif; font-size: 12px; color: rgb(34, 34, 34); background-color: #FFF; ">
                     <p>Hello,</p>
                     <p>Thank you for filling out the form and requesting the membership of your Energy Community on the Somcomunitats.coop platform.</p>
@@ -43,69 +49,90 @@
                     <p>We keep in touch for any questions.</p>
                     <p>Yours faithfully,</p>
                     <p>Somcomunitats.coop team </p>
-                    <p><a href="https://web-test.somcomunitats.coop/recursos/">Resources and FAQs</a></p>
+                    <p><a href="https://somcomunitats.coop/recursos/">Resources and FAQs</a></p>
                 </div>
             ]]></field>
         </record>
 
         <record id="email_templ_lead_request_contact_confirm_id" model="mail.template">
-            <field name="name">Confirmation Email for CE Contact Request Lead Receipt</field>
+            <field
+        name="name"
+      >Confirmation Email for CE Contact Request Lead Receipt</field>
             <field name="email_from">${object.company_id.email}</field>
-            <field name="subject">[Somcomunitats.coop] Community Contact Request</field>
+            <field name="subject">[Som Comunitats] Community Contact Request</field>
             <field name="email_to">${object.email_from}</field>
             <field name="email_cc">${object.company_id.email}</field>
             <field name="reply_to">${object.company_id.email}</field>
             <field name="model_id" ref="model_crm_lead" />
-            <field name="auto_delete" eval="True" />
+            <field name="auto_delete" eval="False" />
             <field name="lang">${ctx.get('lang')}</field>
-            <field name="body_html"><![CDATA[
+            <field
+        name="body_html"
+      ><![CDATA[
                 <div style="font-family: 'Lucica Grande', Ubuntu, Arial, Verdana, sans-serif; font-size: 12px; color: rgb(34, 34, 34); background-color: #FFF; ">
                     <p>Hello,</p>
                     <p>Thank you for contact.</p>
                     <p>We have received your email and we have we have forwarded it to the Community so that they can contact you as soon as possible.</p>
                     <br />
-                    <p>We keep in touch for any questions.</p>
                     <p>Yours faithfully,</p>
                     <p>Somcomunitats.coop team </p>
-                    <p><a href="https://web-test.somcomunitats.coop/recursos/">Resources and FAQs</a></p>
+                    <p><a href="https://somcomunitats.coop/recursos/">Resources and FAQs</a></p>
                 </div>
             ]]></field>
         </record>
 
         <record id="email_templ_lead_request_ce_news_confirm_id" model="mail.template">
-            <field name="name">Confirmation Email for CE News Request Lead Receipt</field>
+            <field
+        name="name"
+      >Confirmation Email for CE News Request Lead Receipt</field>
             <field name="email_from">${object.company_id.email}</field>
-            <field name="subject">[Somcomunitats.coop] Community Newsletter Subscription Request</field>
+            <field
+        name="subject"
+      >[Som Comunitats] Community Newsletter Subscription Request</field>
             <field name="email_to">${object.email_from}</field>
             <field name="email_cc">${object.company_id.email}</field>
             <field name="reply_to">${object.company_id.email}</field>
             <field name="model_id" ref="model_crm_lead" />
-            <field name="auto_delete" eval="True" />
+            <field name="auto_delete" eval="False" />
             <field name="lang">${ctx.get('lang')}</field>
-            <field name="body_html"><![CDATA[
+            <field
+        name="body_html"
+      ><![CDATA[
                 <div style="font-family: 'Lucica Grande', Ubuntu, Arial, Verdana, sans-serif; font-size: 12px; color: rgb(34, 34, 34); background-color: #FFF; ">
                     <p>Hello,</p>
                     <p>Thank you for filling out the form.</p>
                     <p>You have been subscribed correctly to the Community Newsletter.</p>
+                    <p>We will notify you if there is anything new in this community.</p>
+                    <br />
+                    <p>We remain in contact for any questions.</p>
                     <br />
                     <p>Yours faithfully,</p>
                     <p>Somcomunitats.coop team </p>
-                    <p><a href="https://web-test.somcomunitats.coop/recursos/">Resources and FAQs</a></p>
+                    <p><a href="https://somcomunitats.coop/recursos/">Resources and FAQs</a></p>
                 </div>
             ]]></field>
         </record>
 
-        <record id="email_templ_lead_request_advise_future_ce_confirm_id" model="mail.template">
-            <field name="name">Confirmation Email for furture CE Contact Request Lead Receipt</field>
+        <record
+      id="email_templ_lead_request_advise_future_ce_confirm_id"
+      model="mail.template"
+    >
+            <field
+        name="name"
+      >Confirmation Email for furture CE Contact Request Lead Receipt</field>
             <field name="email_from">${object.company_id.email}</field>
-            <field name="subject">[Somcomunitats.coop] Interested in Communities in your area</field>
+            <field
+        name="subject"
+      >[Som Comunitats] Interested in Communities in your area</field>
             <field name="email_to">${object.email_from}</field>
             <field name="email_cc">${object.company_id.email}</field>
             <field name="reply_to">${object.company_id.email}</field>
             <field name="model_id" ref="model_crm_lead" />
-            <field name="auto_delete" eval="True" />
+            <field name="auto_delete" eval="False" />
             <field name="lang">${ctx.get('lang')}</field>
-            <field name="body_html"><![CDATA[
+            <field
+        name="body_html"
+      ><![CDATA[
                 <div style="font-family: 'Lucica Grande', Ubuntu, Arial, Verdana, sans-serif; font-size: 12px; color: rgb(34, 34, 34); background-color: #FFF; ">
                     <p>Hello,</p>
                     <p>Thank you for filling out the form.</p>
@@ -114,22 +141,31 @@
                     <p>We keep in touch for any questions.</p>
                     <p>Yours faithfully,</p>
                     <p>Somcomunitats.coop team </p>
-                    <p><a href="https://web-test.somcomunitats.coop/recursos/">Resources and FAQs</a></p>
+                    <p><a href="https://somcomunitats.coop/recursos/">Resources and FAQs</a></p>
                 </div>
             ]]></field>
         </record>
 
-        <record id="email_templ_lead_request_platform_news_confirm_id" model="mail.template">
-            <field name="name">Confirmation Email for Platform News Request Lead Receipt</field>
+        <record
+      id="email_templ_lead_request_platform_news_confirm_id"
+      model="mail.template"
+    >
+            <field
+        name="name"
+      >Confirmation Email for Platform News Request Lead Receipt</field>
             <field name="email_from">${object.company_id.email}</field>
-            <field name="subject">[Somcomunitats.coop] Platform Newsletter Subscription Request</field>
+            <field
+        name="subject"
+      >[Som Comunitats] Newsletter Subscription Request</field>
             <field name="email_to">${object.email_from}</field>
             <field name="email_cc">${object.company_id.email}</field>
             <field name="reply_to">${object.company_id.email}</field>
             <field name="model_id" ref="model_crm_lead" />
-            <field name="auto_delete" eval="True" />
+            <field name="auto_delete" eval="False" />
             <field name="lang">${ctx.get('lang')}</field>
-            <field name="body_html"><![CDATA[
+            <field
+        name="body_html"
+      ><![CDATA[
                 <div style="font-family: 'Lucica Grande', Ubuntu, Arial, Verdana, sans-serif; font-size: 12px; color: rgb(34, 34, 34); background-color: #FFF; ">
                     <p>Hello,</p>
                     <p>Thank you for filling out the form.</p>
@@ -138,7 +174,30 @@
                     <br />
                     <p>Yours faithfully,</p>
                     <p>Somcomunitats.coop team </p>
-                    <p><a href="https://web-test.somcomunitats.coop/recursos/">Resources and FAQs</a></p>
+                    <p><a href="https://somcomunitats.coop/recursos/">Resources and FAQs</a></p>
+                </div>
+            ]]></field>
+        </record>
+
+        <record id="email_templ_contact_platform_confirm_id" model="mail.template">
+            <field name="name">Confirmation Email Contact Platform Receipt</field>
+            <field name="email_from">${object.company_id.email}</field>
+            <field name="subject">[Som Comunitats] Contact to the platform</field>
+            <field name="email_to">${ctx.get('email_to')}</field>
+            <field name="model_id" ref="model_crm_lead" />
+            <field name="auto_delete" eval="False" />
+            <field name="lang">${ctx.get('lang')}</field>
+            <field
+        name="body_html"
+      ><![CDATA[
+                <div style="font-family: 'Lucica Grande', Ubuntu, Arial, Verdana, sans-serif; font-size: 12px; color: rgb(34, 34, 34); background-color: #FFF; ">
+                    <p>Hello,</p>
+                    <p>Thank you for getting in touch.</p>
+                    <p>We have received your email. We will contact you as soon as possible.</p>
+                    <br />
+                    <p>Yours faithfully,</p>
+                    <p>Somcomunitats.coop team </p>
+                    <p><a href="https://somcomunitats.coop/recursos/">Resources and FAQs</a></p>
                 </div>
             ]]></field>
         </record>

energy_communities/data/mail_template_update_data.xml

@@ -20,7 +20,7 @@
       >${(object.company_id.coop_email_contact or object.company_id.email)|safe}</field>
             <field
         name="subject"
-      >[Somcomunitats.coop] Application to become Community membership</field>
+      >[Som Comunitats] Application to become Community membership</field>
             <field name="email_to">${object.email}</field>
             <field name="email_cc">info+altausuari@somcomunitats.coop</field>
             <field
@@ -97,7 +97,7 @@
       >${(object.company_id.coop_email_contact or object.company_id.email)|safe}</field>
             <field
         name="subject"
-      >[Somcomunitats.coop] Request to become member of Energy Community ${object.company_id.name}</field>
+      >[Som Comunitats] Request to become member of Energy Community ${object.company_id.name}</field>
             <field name="partner_to">${object.partner_id.id}</field>
             <field name="email_cc">info+altausuari@somcomunitats.coop</field>
             <!--<field name="email_bcc">${object.company_id.email}</field>-->
@@ -287,7 +287,7 @@
       >${(object.company_id.coop_email_contact or object.company_id.email)|safe}</field>
             <field
         name="subject"
-      >[Somcomunitats.coop] Application to become Community membership</field>
+      >[Som Comunitats] Application to become Community membership</field>
             <field name="email_to">${object.email}</field>
             <field name="email_cc">info+altausuari@somcomunitats.coop</field>
             <field

energy_communities/data/utm_data.xml

@@ -13,6 +13,9 @@
     <record model="utm.source" id="ce_source_existing_ce_contact">
         <field name="name">Contact a existing CE</field>
     </record>
+    <record model="utm.source" id="ce_source_general_contact">
+        <field name="name">Contact to the Platform</field>
+    </record>
     <!-- CE Other Sources -->
     <record model="utm.source" id="ce_source_creation_ce_proposal">
         <field name="name">CE creation</field>

energy_communities/demo/res_company_demo.xml

@@ -36,6 +36,7 @@
         name="property_cooperator_account"
         ref="l10n_es.account_common_4300"
       />
+            <field name="hook_cron">False</field>
         </record>
 
         <!-- action_accept method expects singletons, so it must be called for every community company-->
@@ -81,6 +82,7 @@
         name="property_cooperator_account"
         ref="l10n_es.account_common_4300"
       />
+            <field name="hook_cron">False</field>
         </record>
 
         <function
@@ -123,6 +125,7 @@
         name="property_cooperator_account"
         ref="l10n_es.account_common_4300"
       />
+            <field name="hook_cron">False</field>
         </record>
 
         <function

energy_communities/demo/res_user_demo.xml

@@ -242,7 +242,7 @@
         </record>
 
         <record id="res_partner_admin_coordinator_1_demo" model="res.partner">
-            <field name="name">Adminitrador Coordinadora 1</field>
+            <field name="name">Administrador Coordinadora 1</field>
             <field name="is_company" eval="False" />
             <field name="email">admin@coordinator.coop</field>
             <field name="street">Carrer Major, 23</field>
@@ -346,7 +346,7 @@
         </record>
 
         <record id="res_partner_admin_plataforma_demo" model="res.partner">
-            <field name="name">Adminitrador Plataforma</field>
+            <field name="name">Administrador Plataforma</field>
             <field name="is_company" eval="False" />
             <field name="email">admin@plataforma.coop</field>
             <field name="street">Carrer Major, 23</field>

energy_communities/i18n_extra/ca_ES.po

@@ -2985,16 +2985,16 @@ msgstr "Codi postal"
 
 #. module: cooperator
 #: model:mail.template,subject:cooperator.email_template_confirmation
-msgid "[Somcomunitats.coop] Application to become Community membership"
-msgstr "[Somcomunitats.coop] Sol·licitud d'adhesió a Comunitat Energètica"
+msgid "[Som Comunitats] Application to become Community membership"
+msgstr "[Som Comunitats] Sol·licitud d'adhesió a Comunitat Energètica"
 
 #. module: cooperator
 #: model:mail.template,subject:cooperator.email_template_release_capital
 msgid ""
-"[Somcomunitats.coop] Request to become member of Energy Community "
+"[Som Comunitats] Request to become member of Energy Community "
 "${object.company_id.name}"
 msgstr ""
-"[Somcomunitats.coop] Sol·licitud d'adhesió a la Comunitat Energètica "
+"[Som Comunitats] Sol·licitud d'adhesió a la Comunitat Energètica "
 "${object.company_id.name}"
 
 #. module: cooperator

energy_communities/i18n_extra/es.po

@@ -2989,16 +2989,16 @@ msgstr "Código Postal"
 
 #. module: cooperator
 #: model:mail.template,subject:cooperator.email_template_confirmation
-msgid "[Somcomunitats.coop] Application to become Community membership"
-msgstr "[Somcomunitats.coop] Solicitud adhesión a Comunidad Energética"
+msgid "[Som Comunitats] Application to become Community membership"
+msgstr "[Somos Comunidades] Solicitud adhesión a Comunidad Energética"
 
 #. module: cooperator
 #: model:mail.template,subject:cooperator.email_template_release_capital
 msgid ""
-"[Somcomunitats.coop] Request to become member of Energy Community "
+"[Som Comunitats] Request to become member of Energy Community "
 "${object.company_id.name}"
 msgstr ""
-"[Somcomunitats.coop] Solicitud adhesión a Comunidad Energética "
+"[Somos Comunidades] Solicitud adhesión a Comunidad Energética "
 "${object.company_id.name}"
 
 #. module: cooperator

energy_communities/i18n_extra/eu_ES.po

@@ -2942,16 +2942,16 @@ msgstr "Código Postal"
 
 #. module: cooperator
 #: model:mail.template,subject:cooperator.email_template_confirmation
-msgid "[Somcomunitats.coop] Application to become Community membership"
-msgstr "[Somcomunitats.coop] Solicitud adhesión a Comunidad Energética"
+msgid "[Som Comunitats] Application to become Community membership"
+msgstr "[Komunitateak Gara] Solicitud adhesión a Comunidad Energética"
 
 #. module: cooperator
 #: model:mail.template,subject:cooperator.email_template_release_capital
 msgid ""
-"[Somcomunitats.coop] Request to become member of Energy Community "
+"[Som Comunitats] Request to become member of Energy Community "
 "${object.company_id.name}"
 msgstr ""
-"[Somcomunitats.coop] Solicitud adhesión a Comunidad Energética "
+"[Komunitateak Gara] Solicitud adhesión a Comunidad Energética "
 "${object.company_id.name}"
 
 #. module: cooperator

energy_communities/models/__init__.py

+from . import cm_coordinates_mixin
 from . import auth_oauth_provider
 from . import account_chart_template
 from . import landing_page
 from . import res_company
 from . import res_config_settings
 from . import res_partner
+from . import res_partner_bank
 from . import res_users
 from . import res_users_role
 from . import subscription_request

energy_communities/models/auth_oauth_provider.py

@@ -10,6 +10,7 @@ URL_AUTH = "{root_endpoint}realms/{realm_name}/protocol/openid-connect/auth"
 URL_VALIDATION = "{root_endpoint}realms/{realm_name}/protocol/openid-connect/userinfo"
 URL_TOKEN = "{root_endpoint}realms/{realm_name}/protocol/openid-connect/token"
 URL_JWKS = "{root_endpoint}realms/{realm_name}/protocol/openid-connect/certs"
+URL_RESET_PASSWORD = "{root_endpoint}admin/realms/{realm_name}/users/{kc_uid}/execute-actions-email?redirect_uri={odoo_url}&client_id={cliend_id}"
 
 
 class OAuthProvider(models.Model):
@@ -29,13 +30,15 @@ class OAuthProvider(models.Model):
         placeholder='I hope is not "admin"',
         required=False,
     )
-    admin_user_endpoint = fields.Char(string="User admin URL", required=True)
+    admin_user_endpoint = fields.Char(string="User admin URL")
     root_endpoint = fields.Char(
         string="Root URL",
         required=True,
         default="http://keycloak-ccee.local:8080/auth/",
     )
     realm_name = fields.Char(string="Realm name", required=True, default="0")
+    reset_password_endpoint = fields.Char(string="Reset password URL")
+    redirect_admin_url = fields.Char(string="Redirect Link after update password")
 
     def validate_admin_provider(self):
         if not self.client_secret:
@@ -43,8 +46,8 @@ class OAuthProvider(models.Model):
         if not self.superuser_pwd:
             raise UserError("Admin provider doesn't have a valid superuser password")
 
-    @api.onchange("root_endpoint")
-    def _onchange_root_endpoint(self):
+    @api.onchange("root_endpoint", "realm_name", "redirect_admin_url")
+    def _onchange_update_endpoints(self):
         if self.is_keycloak_provider and self.root_endpoint and self.realm_name:
             self.admin_user_endpoint = URL_ADMIN_USERS.format(
                 **{"root_endpoint": self.root_endpoint, "realm_name": self.realm_name}
@@ -61,24 +64,12 @@ class OAuthProvider(models.Model):
             self.jwks_uri = URL_JWKS.format(
                 **{"root_endpoint": self.root_endpoint, "realm_name": self.realm_name}
             )
-
-    @api.onchange("realm_name")
-    def _onchange_realm_name(self):
-        if self.is_keycloak_provider and self.root_endpoint and self.realm_name:
-            self.admin_user_endpoint = URL_ADMIN_USERS.format(
-                **{"root_endpoint": self.root_endpoint, "realm_name": self.realm_name}
-            )
-            self.auth_endpoint = URL_AUTH.format(
-                **{"root_endpoint": self.root_endpoint, "realm_name": self.realm_name}
-            )
-            self.validation_endpoint = URL_VALIDATION.format(
-                **{"root_endpoint": self.root_endpoint, "realm_name": self.realm_name}
-            )
-            self.token_endpoint = URL_TOKEN.format(
-                **{"root_endpoint": self.root_endpoint, "realm_name": self.realm_name}
-            )
-            self.jwks_uri = URL_JWKS.format(
-                **{"root_endpoint": self.root_endpoint, "realm_name": self.realm_name}
+            self.reset_password_endpoint = URL_RESET_PASSWORD.format(
+                root_endpoint=self.root_endpoint,
+                realm_name=self.realm_name,
+                kc_uid="{kc_uid}",
+                odoo_url=self.redirect_admin_url,
+                cliend_id=self.client_id,
             )
 
     def get_auth_link(self):

energy_communities/models/cm_coordinates_mixin.py

+from odoo import fields, models
+
+
+class CmCoordinatesMixin(models.AbstractModel):
+    _name = "cm.coordinates.mixin"
+    _description = "Add map coordinates to any model"
+
+    lat = fields.Char(string="Latitude")
+    lng = fields.Char(string="Longitude")

energy_communities/models/crm_lead.py

@@ -7,18 +7,6 @@ from odoo.exceptions import UserError
 class CrmLead(models.Model):
     _inherit = "crm.lead"
 
-    # mapping between the xml_ids related to crm.lead.tag_ids and cm.filter xmlids
-    _XMLID_MAPPING_LEADTAGS_CMFILTERS = [
-        ("ce_tag_common_generation", "ce_cm_filter_community_renewal_generation"),
-        ("ce_tag_energy_efficiency", "ce_cm_filter_energetic_eficiency"),
-        ("ce_tag_sustainable_mobility", "ce_cm_filter_sustainable_mobility"),
-        ("ce_tag_citizen_education", "ce_cm_filter_citizen_education"),
-        ("ce_tag_thermal_energy", "ce_cm_filter_thermical_energy"),
-        ("ce_tag_collective_purchases", "ce_cm_filter_collective_purchase"),
-        ("ce_tag_renewable_energy", "ce_cm_filter_renewal_energy_supply"),
-        ("ce_tag_aggregate_demand", "ce_cm_filter_demand_flexibility_and_aggregation"),
-    ]
-
     lang = fields.Char(string="Language")
     ce_tag_ids = fields.Many2many(
         "crm.tag",
@@ -28,179 +16,38 @@ class CrmLead(models.Model):
         string="CE Tags",
         help="CE Classify and analyze categories",
     )
-
     community_company_id = fields.Many2one(
         string="Related Community",
         comodel_name="res.company",
         domain="[('coordinator','!=',True)]",
         help="Community related to this Lead",
     )
+    finished = fields.Boolean(
+        related="stage_id.is_won",
+        readonly=True,
+    )
+    company_hierarchy_level = fields.Selection(
+        related="company_id.hierarchy_level",
+        readonly=True,
+    )
+    can_be_assigned_to_coordinator = fields.Boolean(
+        string="Can be assigned to coordinator",
+        compute="_get_can_be_assigned_to_coordinator",
+        store=False,
+    )
+    is_instance_company = fields.Boolean(
+        string="Is instance company", compute="_is_instance_company"
+    )
 
-    def _create_map_place_proposal(self):
-        if not self.env.user.company_id.coordinator:
-            raise UserError(
-                _(
-                    "Only users that belongs to the 'Coordinator' company can create new Map Places from Leads."
-                )
-            )
-
-        active_categ_id = self.env["ir.model.data"].get_object_reference(
-            "ce", "ce_cm_place_category_active"
-        )[1]
-        building_categ_id = self.env["ir.model.data"].get_object_reference(
-            "ce", "ce_cm_place_category_building"
-        )[1]
-        default_ce_map_id = self.env["ir.model.data"].get_object_reference(
-            "ce", "ce_default_cm_map"
-        )[1]
-        creation_ce_source_id = self.env["ir.model.data"].get_object_reference(
-            "ce", "ce_source_creation_ce_proposal"
-        )[1]
-
-        for lead in self:
-            if self.env["crm.team"].search(
-                [
-                    ("proposal_form_submission_id", "=", lead.id),
-                    ("map_id", "=", default_ce_map_id),
-                ]
-            ):
-                raise UserError(
-                    _(
-                        "There is an allready existing Map Place related to this Lead: {}."
-                    ).format(lead.name)
-                )
-
-            if not lead.source_id or lead.source_id.id != creation_ce_source_id:
-                raise UserError(
-                    _(
-                        "The Source {} of Lead {} do not allow the creation of Map Proposals"
-                    ).format(lead.source_id.name, lead.name)
-                )
-
-            place_creation_data = {
-                "name": lead.name,
-                "map_id": default_ce_map_id,
-                "team_type": "map_place_proposal",
-                "user_id": self.env.user.id,
-                "proposal_form_submission_id": lead.id,
-                "interaction_method": "external_link",
-                "external_link_target": "_top",
-            }
-
-            # read metadata key/value pairs
-            m_dict = {m.key: m.value for m in lead.form_submission_metadata_ids}
-
-            if (
-                m_dict.get("partner_legal_state", False)
-                and m_dict["partner_legal_state"]
-            ):
-                if m_dict["partner_legal_state"] == "active":
-                    place_creation_data["place_category_id"] = active_categ_id
-                else:
-                    place_creation_data["place_category_id"] = building_categ_id
-            else:
-                raise UserError(
-                    _(
-                        "Unable to get the Category (mandatory map place field) from Lead: {}"
-                    ).format(lead.name)
-                )
-
-            if m_dict.get("partner_latitude", False) and m_dict["partner_latitude"]:
-                place_creation_data["lat"] = m_dict["partner_latitude"]
-            else:
-                raise UserError(
-                    _(
-                        "Unable to get the Latitude (mandatory map place field) from Lead: {}"
-                    ).format(lead.name)
-                )
-
-            if m_dict.get("partner_longitude", False) and m_dict["partner_longitude"]:
-                place_creation_data["lng"] = m_dict["partner_longitude"]
-            else:
-                raise UserError(
-                    _(
-                        "Unable to get the Longitude (mandatory map place field) from Lead: {}"
-                    ).format(lead.name)
-                )
-
-            if (
-                m_dict.get("partner_map_place_form_url", False)
-                and m_dict["partner_map_place_form_url"]
-            ):
-                place_creation_data["external_link_url"] = m_dict[
-                    "partner_map_place_form_url"
-                ]
-
-            place_creation_data["address_txt"] = lead._get_address_txt() or None
-            place_creation_data["filter_mids"] = [(6, 0, lead._get_cmfilter_ids())]
-
-            place = self.env["crm.team"].create(place_creation_data)
-
-            # we need to do call those next 2 functions because the @api.onchange('map_id') defined on community_maps module
-            # is not being called on crm_team.create(). TODO: review why it happens and fix it.
-            place._get_slug_id()
-            place._get_config_relations_attrs()
-            place._build_presenter_metadata_ids()
-            place.place_category_id = place_creation_data["place_category_id"]
-
-            place.message_subscribe([self.env.user.partner_id.id])
-
-            pmnd_ids = [
-                m
-                for m in place.place_presenter_metadata_ids
-                if m.key == "p_description"
-            ]
-            description_pmnd_id = pmnd_ids and pmnd_ids[0] or None
-            if description_pmnd_id and lead.description:
-                description_pmnd_id.value = "<p class='m-2'>{}</p>".format(
-                    lead.description
-                )
-
-            # lead update
-            lead.write(
-                {
-                    "team_id": place.id,
-                    "submission_type": "place_proposal_submission",
-                }
-            )
-
-    def _get_cmfilter_ids(self):
-        self.ensure_one()
-
-        md = self.env["ir.model.data"]
-        id_pairs = {}
-        for pair in self._XMLID_MAPPING_LEADTAGS_CMFILTERS:
-            id_pairs[
-                md.get_object_reference("ce", pair[0])[1]
-            ] = md.get_object_reference("ce", pair[1])[1]
-
-        return [id_pairs[t.id] for t in self.tag_ids if t.id in id_pairs]
-
-    def _get_address_txt(self):
-        self.ensure_one()
-
-        ret = ""
-        meta_address_txt = [
-            meta.value
-            for meta in self.form_submission_metadata_ids
-            if meta.key == "partner_full_address"
-        ]
-
-        if self.street and (self.city or self.zip):
-            ret = "{}{}. {}{}".format(
-                self.street,
-                (self.street2 and " " + self.street2) or "",
-                self.zip or "",
-                (self.city and " " + self.city) or "",
-            )
-            if self.state_id:
-                ret += ", {}".format(self.state_id.name)
-            if self.country_id:
-                ret += ". {}".format(self.country_id.name)
-        elif meta_address_txt and meta_address_txt[0]:
-            ret = meta_address_txt[0]
-
-        return ret
+    def _is_instance_company(self):
+        company = self.env.company
+        instance_companies = self.env["res.company"].search(
+            [("hierarchy_level", "=", "instance")]
+        )
+        if company in instance_companies:
+            self.is_instance_company = True
+        else:
+            self.is_instance_company = False
 
     def _build_community_company(self):
         if not self.env.user.company_id.coordinator:
@@ -226,7 +73,7 @@ class CrmLead(models.Model):
             if not lead.community_company_id:
                 # Create the new company using very basic starting Data
                 company = self.env["res.company"].create(
-                    lead._get_company_create_vals()
+                    lead._get_default_community_wizard()
                 )
 
                 # Update Lead & Map Place (if exist) fields accordingly
@@ -244,20 +91,17 @@ class CrmLead(models.Model):
                 lead.community_company_id._create_keycloak_realm()
                 lead.community_company_id._community_post_keycloak_creation_tasks()
 
-    def _get_company_create_vals(self):
+    def _get_default_community_wizard(self):
         self.ensure_one()
-        m_dict = {m.key: m.value for m in self.form_submission_metadata_ids}
+        metadata = {m.key: m.value for m in self.metadata_line_ids}
 
         foundation_date = None
-        if (
-            m_dict.get("partner_foundation_date", False)
-            and m_dict["partner_foundation_date"]
-        ):
+        if metadata.get("ce_creation_date", False) and metadata["ce_creation_date"]:
             date_formats = ["%Y-%m-%d", "%d-%m-%Y", "%Y/%m/%d", "%d/%m/%Y"]
             for date_format in date_formats:
                 try:
                     foundation_date = datetime.strptime(
-                        m_dict["partner_foundation_date"], date_format
+                        metadata["ce_creation_date"], date_format
                     )
                 except:
                     pass
@@ -265,60 +109,52 @@ class CrmLead(models.Model):
                 raise UserError(
                     _(
                         "The Foundation Date value {} have a non valid format. It must be: yyyy-mm-dd or dd-mm-yyyy or yyyy/mm/dd or dd/mm/yyyy"
-                    ).format(m_dict["partner_foundation_date"])
+                    ).format(metadata["partner_foundation_date"])
                 )
 
-        initial_share_amount = 0.00
-        if (
-            m_dict.get("partner_initial_share_amount", False)
-            and m_dict["partner_initial_share_amount"]
-            or None
-        ):
-            try:
-                initial_share_amount = float(m_dict["partner_initial_share_amount"])
-            except:
-                pass
-
         lang_id = None
-        if m_dict.get("partner_language", False) and m_dict["partner_language"] or None:
+        if metadata.get("current_lang", False) and metadata["current_lang"] or None:
             lang_id = self.env["res.lang"].search(
-                [("code", "=", m_dict["partner_language"])], limit=1
+                [("code", "=", metadata["current_lang"])], limit=1
             )
 
-        create_vals = {
+        users = [user.id for user in self.company_id.get_users()]
+
+        return {
             "name": self.name,
-            "street": self.street,
-            "street2": self.street2,
-            "city": self.city,
-            "zip": self.zip,
-            "state_id": self.state_id.id,
-            "country_id": self.country_id.id,
-            "website": self.website,
-            "phone": self.phone,
-            "email": self.email_from
-            or (m_dict.get("contact_email", False) and m_dict["contact_email"])
-            or None,
-            "vat": m_dict.get("partner_vat", False) and m_dict["partner_vat"] or None,
-            "social_twitter": m_dict.get("partner_twitter", False)
-            and m_dict["partner_twitter"]
-            or None,
-            "social_facebook": m_dict.get("partner_facebook", False)
-            and m_dict["partner_facebook"]
+            "parent_id": self.company_id.id,
+            "crm_lead_id": self.id,
+            "user_ids": users,
+            "street": metadata.get("ce_address", False)
+            and metadata["ce_address"]
             or None,
-            "social_instagram": m_dict.get("partner_instagram", False)
-            and m_dict["partner_instagram"]
+            "city": metadata.get("ce_city", False) and metadata["ce_city"] or None,
+            "zip_code": metadata.get("ce_zip", False) and metadata["ce_zip"] or None,
+            "phone": metadata.get("contact_phone", False)
+            and metadata["contact_phone"]
             or None,
-            "social_telegram": m_dict.get("partner_telegram", False)
-            and m_dict["partner_telegram"]
+            "email": metadata.get("email_from", False)
+            and metadata["email_from"]
             or None,
-            "create_user": True,
+            "vat": metadata.get("ce_vat", False) and metadata["ce_vat"] or None,
             "foundation_date": foundation_date,
-            "initial_subscription_share_amount": initial_share_amount,
             "default_lang_id": lang_id and lang_id.id or None,
+            "chart_template_id": self.env.ref(
+                "l10n_es.account_chart_template_pymes"
+            ).id,
+            "update_default_taxes": True,
+            "default_sale_tax_id": self.env.ref(
+                "l10n_es.account_tax_template_s_iva21s"
+            ).id,
+            "default_purchase_tax_id": self.env.ref(
+                "l10n_es.account_tax_template_p_iva21_bc"
+            ).id,
+            "property_cooperator_account": self.env["account.account"]
+            .search([("code", "like", "44000%")], limit=1)
+            .id,
+            "create_user": False,
         }
 
-        return create_vals
-
     def _create_keycloak_realm(self):
         for lead in self:
             if not lead.community_company_id:
@@ -329,9 +165,6 @@ class CrmLead(models.Model):
                 )
             lead.community_company_id._create_keycloak_realm()
 
-    def post_template_to_chatter(self, template_id):
-        self.message_post_with_template(template_id)
-
     def _create_community_initial_users(self):
         for lead in self:
             pass
@@ -345,6 +178,34 @@ class CrmLead(models.Model):
             "target": "new",
         }
 
+    def action_create_community(self):
+        data = self._get_default_community_wizard()
+        wizard = self.env["account.multicompany.easy.creation.wiz"].create(data)
+        return {
+            "type": "ir.actions.act_window",
+            "name": _("Create community"),
+            "res_model": "account.multicompany.easy.creation.wiz",
+            "view_type": "form",
+            "view_mode": "form",
+            "target": "new",
+            "res_id": wizard.id,
+        }
+
+    @api.depends("source_id")
+    def _get_can_be_assigned_to_coordinator(self):
+        for record in self:
+            record.can_be_assigned_to_coordinator = (
+                record.source_id.id
+                in [
+                    self.env.ref("energy_communities.ce_source_general_info").id,
+                    self.env.ref("energy_communities.ce_source_existing_ce_contact").id,
+                    self.env.ref(
+                        "energy_communities.ce_source_creation_ce_proposal"
+                    ).id,
+                ]
+                and self.company_id.hierarchy_level == "instance"
+            )
+
     def add_follower(self):
         instance_admin = self.env.ref("energy_communities.role_ce_manager").id
         company_id = self.company_id.id