Initial commit: Sale packages

odoo-bringout-oca-ocb-sale_crm/sale_crm/models/__init__.py

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+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from . import crm_lead
+from . import crm_team
+from . import res_users
+from . import sale_order

odoo-bringout-oca-ocb-sale_crm/sale_crm/models/crm_lead.py

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+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from dateutil.relativedelta import relativedelta
+
+from odoo import api, fields, models
+from odoo.osv import expression
+
+
+class CrmLead(models.Model):
+    _inherit = 'crm.lead'
+
+    sale_amount_total = fields.Monetary(compute='_compute_sale_data', string="Sum of Orders", help="Untaxed Total of Confirmed Orders", currency_field='company_currency')
+    quotation_count = fields.Integer(compute='_compute_sale_data', string="Number of Quotations")
+    sale_order_count = fields.Integer(compute='_compute_sale_data', string="Number of Sale Orders")
+    order_ids = fields.One2many('sale.order', 'opportunity_id', string='Orders')
+
+    @api.depends('order_ids.state', 'order_ids.currency_id', 'order_ids.amount_untaxed', 'order_ids.date_order', 'order_ids.company_id')
+    def _compute_sale_data(self):
+        for lead in self:
+            company_currency = lead.company_currency or self.env.company.currency_id
+            sale_orders = lead.order_ids.filtered_domain(self._get_lead_sale_order_domain())
+            lead.sale_amount_total = sum(
+                order.currency_id._convert(
+                    order.amount_untaxed, company_currency, order.company_id, order.date_order or fields.Date.today()
+                )
+                for order in sale_orders
+            )
+            lead.quotation_count = len(lead.order_ids.filtered_domain(self._get_lead_quotation_domain()))
+            lead.sale_order_count = len(sale_orders)
+
+    def action_sale_quotations_new(self):
+        if not self.partner_id:
+            return self.env["ir.actions.actions"]._for_xml_id("sale_crm.crm_quotation_partner_action")
+        else:
+            return self.action_new_quotation()
+
+    def action_new_quotation(self):
+        action = self.env["ir.actions.actions"]._for_xml_id("sale_crm.sale_action_quotations_new")
+        action['context'] = self._prepare_opportunity_quotation_context()
+        action['context']['search_default_opportunity_id'] = self.id
+        return action
+
+    def action_view_sale_quotation(self):
+        self.ensure_one()
+        action = self.env["ir.actions.actions"]._for_xml_id("sale.action_quotations_with_onboarding")
+        action['context'] = self._prepare_opportunity_quotation_context()
+        action['context']['search_default_draft'] = 1
+        action['domain'] = expression.AND([[('opportunity_id', '=', self.id)], self._get_lead_quotation_domain()])
+        quotations = self.order_ids.filtered_domain(self._get_lead_quotation_domain())
+        if len(quotations) == 1:
+            action['views'] = [(self.env.ref('sale.view_order_form').id, 'form')]
+            action['res_id'] = quotations.id
+        return action
+
+    def action_view_sale_order(self):
+        self.ensure_one()
+        action = self.env["ir.actions.actions"]._for_xml_id("sale.action_orders")
+        action['context'] = {
+            'search_default_partner_id': self.partner_id.id,
+            'default_partner_id': self.partner_id.id,
+            'default_opportunity_id': self.id,
+        }
+        action['domain'] = expression.AND([[('opportunity_id', '=', self.id)], self._get_lead_sale_order_domain()])
+        orders = self.order_ids.filtered_domain(self._get_lead_sale_order_domain())
+        if len(orders) == 1:
+            action['views'] = [(self.env.ref('sale.view_order_form').id, 'form')]
+            action['res_id'] = orders.id
+        return action
+
+    def _get_lead_quotation_domain(self):
+        return [('state', 'in', ('draft', 'sent'))]
+
+    def _get_lead_sale_order_domain(self):
+        return [('state', 'not in', ('draft', 'sent', 'cancel'))]
+
+    def _prepare_opportunity_quotation_context(self):
+        """ Prepares the context for a new quotation (sale.order) by sharing the values of common fields """
+        self.ensure_one()
+        quotation_context = {
+            'default_opportunity_id': self.id,
+            'default_partner_id': self.partner_id.id,
+            'default_campaign_id': self.campaign_id.id,
+            'default_medium_id': self.medium_id.id,
+            'default_origin': self.name,
+            'default_source_id': self.source_id.id,
+            'default_company_id': self.company_id.id or self.env.company.id,
+            'default_tag_ids': [(6, 0, self.tag_ids.ids)]
+        }
+        if self.team_id:
+            quotation_context['default_team_id'] = self.team_id.id
+        if self.user_id:
+            quotation_context['default_user_id'] = self.user_id.id
+        return quotation_context
+
+    def _merge_get_fields_specific(self):
+        fields_info = super(CrmLead, self)._merge_get_fields_specific()
+        # add all the orders from all lead to merge
+        fields_info['order_ids'] = lambda fname, leads: [(4, order.id) for order in leads.order_ids]
+        return fields_info

odoo-bringout-oca-ocb-sale_crm/sale_crm/models/crm_team.py

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+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import models,fields, api, _
+
+
+class CrmTeam(models.Model):
+    _inherit = 'crm.team'
+
+    def _compute_dashboard_button_name(self):
+        super(CrmTeam, self)._compute_dashboard_button_name()
+        teams_with_opp = self.filtered(lambda team: team.use_opportunities)
+        if self._context.get('in_sales_app'):
+            teams_with_opp.update({'dashboard_button_name': _("Sales Analysis")})
+
+    def action_primary_channel_button(self):
+        if self._context.get('in_sales_app') and self.use_opportunities:
+            return self.env["ir.actions.actions"]._for_xml_id("sale.action_order_report_so_salesteam")
+        return super(CrmTeam,self).action_primary_channel_button()
+    
+    def _graph_get_model(self):
+        if self.use_opportunities and self._context.get('in_sales_app') :
+            return 'sale.report'
+        return super(CrmTeam,self)._graph_get_model()
+
+    def _graph_date_column(self):
+        if self.use_opportunities and self._context.get('in_sales_app'):
+            return 'date'
+        return super(CrmTeam,self)._graph_date_column()
+
+    def _graph_y_query(self):
+        if self.use_opportunities and self._context.get('in_sales_app'):
+            return 'SUM(price_subtotal)'
+        return super(CrmTeam,self)._graph_y_query()
+
+    def _graph_title_and_key(self):
+        if self.use_opportunities and self._context.get('in_sales_app'):
+            return ['', _('Sales: Untaxed Total')]
+        return super(CrmTeam,self)._graph_title_and_key()
+    
+    def _extra_sql_conditions(self):
+        if self.use_opportunities and self._context.get('in_sales_app'):
+            return "AND state in ('sale', 'done', 'pos_done')"
+        return super(CrmTeam,self)._extra_sql_conditions()

odoo-bringout-oca-ocb-sale_crm/sale_crm/models/res_users.py

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+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import fields, models
+
+
+class ResUsers(models.Model):
+    _inherit = 'res.users'
+
+    target_sales_invoiced = fields.Integer('Invoiced in Sales Orders Target')

odoo-bringout-oca-ocb-sale_crm/sale_crm/models/sale_order.py

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+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import fields, models
+
+
+class SaleOrder(models.Model):
+    _inherit = 'sale.order'
+
+    opportunity_id = fields.Many2one(
+        'crm.lead', string='Opportunity', check_company=True,
+        domain="[('type', '=', 'opportunity'), '|', ('company_id', '=', False), ('company_id', '=', company_id)]")
+
+    def action_confirm(self):
+        return super(SaleOrder, self.with_context({k:v for k,v in self._context.items() if k != 'default_tag_ids'})).action_confirm()