Setup source_xml id on lead creation

• on crm lead API creation we define the utm source of the lead. This will allow us to maintain a lot of code from last year version in terms of UX. Basically fiter leads by the utm source for an easier managemnt.

energy_communities/services/crm_lead_service.py

@@ -17,32 +17,58 @@ class CRMLeadService(Component):
         create_dict = super().create(params)
         crm_lead = json.loads(create_dict.response[0].decode("utf-8"))
 
+        # get utm source from payload
+        target_source_xml_id = self._get_source_xml_id(params)
+
+        if target_source_xml_id:
+            # setup utm source on crm lead
+            crm_lead_id = crm_lead.get('id', False)
+            self._setup_lead_utm_source(crm_lead_id, target_source_xml_id)
+
+            # select autoresponder notification id based on utm source
+            template_external_id = self._get_autoresponder_email_template(
+                target_source_xml_id)
+
+            # send auto responder email and notify admins
+            email_values = {"email_to": params["email_from"]}
+            if template_external_id:
+                template = self.env.ref(
+                    "energy_communities.{}".format(template_external_id)
+                )
+                template.sudo().send_mail(
+                    crm_lead["id"], email_values=email_values)
+                # Add template to chatter message
+                self.env["crm.lead"].post_template_to_chatter(template.id)
+        return crm_lead
+
+    def _setup_lead_utm_source(self, lead_id, source_xml_id):
+        lead = self.env['crm.lead'].browse(lead_id)
+        if lead:
+            utm_source = self.env.ref('energy_communities.'+source_xml_id)
+            lead.write({
+                'source_id': utm_source.id
+            })
+
+    def _get_source_xml_id(self, params):
         metadata = params["metadata"]
         target_source_xml_id = None
         for data in metadata:
             if data["key"] == "source_xml_id":
                 target_source_xml_id = data["value"]
+        return target_source_xml_id
 
+    def _get_autoresponder_email_template(self, source_xml_id):
         template_external_id = None
-        if target_source_xml_id == "ce_source_creation_ce_proposal":
+        if source_xml_id == "ce_source_creation_ce_proposal":
             template_external_id = "email_templ_lead_ce_creation_receipt_confirm_id"
-        elif target_source_xml_id == "ce_source_existing_ce_contact":
+        elif source_xml_id == "ce_source_existing_ce_contact":
             template_external_id = "email_templ_lead_request_contact_confirm_id"
-        elif target_source_xml_id == "ce_source_existing_ce_info":
+        elif source_xml_id == "ce_source_existing_ce_info":
             template_external_id = "email_templ_lead_request_ce_news_confirm_id"
-        elif target_source_xml_id == "ce_source_future_location_ce_info":
+        elif source_xml_id == "ce_source_future_location_ce_info":
             template_external_id = (
                 "email_templ_lead_request_advise_future_ce_confirm_id"
             )
-        elif target_source_xml_id == "ce_source_general_info":
+        elif source_xml_id == "ce_source_general_info":
             template_external_id = "email_templ_lead_request_platform_news_confirm_id"
-
-        email_values = {"email_to": params["email_from"]}
-
-        if template_external_id:
-            template = self.env.ref(
-                "energy_communities.{}".format(template_external_id)
-            )
-            template.sudo().send_mail(crm_lead["id"], email_values=email_values)
-            # Add template to chatter message
-            self.env["crm.lead"].post_template_to_chatter(template.id)
+        return template_external_id