Initial commit: Sale packages

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

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

odoo-bringout-oca-ocb-sale_crm/sale_crm/wizard/crm_opportunity_to_quotation.py

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+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import api, fields, models, _
+from odoo.exceptions import UserError
+
+
+class Opportunity2Quotation(models.TransientModel):
+    _name = 'crm.quotation.partner'
+    _description = 'Create new or use existing Customer on new Quotation'
+
+    @api.model
+    def default_get(self, fields):
+        result = super(Opportunity2Quotation, self).default_get(fields)
+
+        active_model = self._context.get('active_model')
+        if active_model != 'crm.lead':
+            raise UserError(_('You can only apply this action from a lead.'))
+
+        lead = False
+        if result.get('lead_id'):
+            lead = self.env['crm.lead'].browse(result['lead_id'])
+        elif 'lead_id' in fields and self._context.get('active_id'):
+            lead = self.env['crm.lead'].browse(self._context['active_id'])
+        if lead:
+            result['lead_id'] = lead.id
+            partner_id = result.get('partner_id') or lead._find_matching_partner().id
+            if 'action' in fields and not result.get('action'):
+                result['action'] = 'exist' if partner_id else 'create'
+            if 'partner_id' in fields and not result.get('partner_id'):
+                result['partner_id'] = partner_id
+
+        return result
+
+    action = fields.Selection([
+        ('create', 'Create a new customer'),
+        ('exist', 'Link to an existing customer'),
+        ('nothing', 'Do not link to a customer')
+    ], string='Quotation Customer', required=True)
+    lead_id = fields.Many2one('crm.lead', "Associated Lead", required=True)
+    partner_id = fields.Many2one('res.partner', 'Customer')
+
+    def action_apply(self):
+        """ Convert lead to opportunity or merge lead and opportunity and open
+            the freshly created opportunity view.
+        """
+        self.ensure_one()
+        if self.action == 'create':
+            self.lead_id._handle_partner_assignment(create_missing=True)
+        elif self.action == 'exist':
+            self.lead_id._handle_partner_assignment(force_partner_id=self.partner_id.id, create_missing=False)
+        return self.lead_id.action_new_quotation()

odoo-bringout-oca-ocb-sale_crm/sale_crm/wizard/crm_opportunity_to_quotation_views.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="crm_quotation_partner_view_form" model="ir.ui.view">
+        <field name="name">crm.quotation.partner.view.form</field>
+        <field name="model">crm.quotation.partner</field>
+        <field name="arch" type="xml">
+            <form string="New Quotation">
+                <group>
+                    <group>
+                        <field name="action" widget="radio"/>
+                        <field name="lead_id" invisible="1"/>
+                    </group>
+                </group>
+                <group attrs="{'invisible': [('action','!=','exist')], 'required':[('action', '=','exist')]}">
+                    <group>
+                        <field name="partner_id" attrs="{'invisible': [('action','!=','exist')], 'required':[('action', '=','exist')]}"
+                               context="{'res_partner_search_mode': 'customer'}" />
+                    </group>
+                </group>
+                <footer>
+                    <button name="action_apply" string="Confirm" type="object" class="btn-primary" data-hotkey="q"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel" data-hotkey="z"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record id="crm_quotation_partner_action" model="ir.actions.act_window">
+        <field name="name">New Quotation</field>
+        <field name="type">ir.actions.act_window</field>
+        <field name="res_model">crm.quotation.partner</field>
+        <field name="view_mode">form</field>
+        <field name="view_id" ref="crm_quotation_partner_view_form"/>
+        <field name="target">new</field>
+    </record>
+</odoo>