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Ernad Husremovic 2026-03-09 09:32:12 +01:00
parent 79f83631d5
commit 73afc09215
6267 changed files with 1534193 additions and 1130106 deletions
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1
odoo-bringout-oca-ocb-sale_crm/sale_crm/models/__init__.py
View file

@ -3,5 +3,4 @@
from . import crm_lead
from . import crm_team
from . import res_users
from . import sale_order

25
odoo-bringout-oca-ocb-sale_crm/sale_crm/models/crm_lead.py
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@ -1,10 +1,7 @@
# -*- 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
from odoo import api, fields, models, _
from odoo.fields import Domain
class CrmLead(models.Model):
@ -46,8 +43,8 @@ class CrmLead(models.Model):
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())
action['domain'] = Domain.AND([[('opportunity_id', '=', self.id)], self._get_action_view_sale_quotation_domain()])
quotations = self.order_ids.filtered_domain(self._get_action_view_sale_quotation_domain())
if len(quotations) == 1:
action['views'] = [(self.env.ref('sale.view_order_form').id, 'form')]
action['res_id'] = quotations.id
@ -61,13 +58,16 @@ class CrmLead(models.Model):
'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()])
action['domain'] = Domain.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_action_view_sale_quotation_domain(self):
return [('state', 'in', ('draft', 'sent', 'cancel'))]
def _get_lead_quotation_domain(self):
return [('state', 'in', ('draft', 'sent'))]
@ -98,3 +98,12 @@ class CrmLead(models.Model):
# 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
def _update_revenues_from_so(self, order):
for opportunity in self:
if (
(opportunity.expected_revenue or 0) < order.amount_untaxed
and order.currency_id == opportunity.company_id.currency_id
):
opportunity.expected_revenue = order.amount_untaxed
opportunity._track_set_log_message(_('Expected revenue has been updated based on the linked Sales Orders.'))

32
odoo-bringout-oca-ocb-sale_crm/sale_crm/models/crm_team.py
View file

@ -1,7 +1,6 @@
# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
from odoo import models,fields, api, _
from odoo import _, models
class CrmTeam(models.Model):
@ -10,35 +9,10 @@ class CrmTeam(models.Model):
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'):
if self.env.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:
if self.env.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()

10
odoo-bringout-oca-ocb-sale_crm/sale_crm/models/res_users.py
View file

@ -1,10 +0,0 @@
# -*- 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')

7
odoo-bringout-oca-ocb-sale_crm/sale_crm/models/sale_order.py
View file

@ -8,8 +8,11 @@ class SaleOrder(models.Model):
_inherit = 'sale.order'
opportunity_id = fields.Many2one(
'crm.lead', string='Opportunity', check_company=True,
'crm.lead', string='Opportunity', check_company=True, index='btree_not_null',
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()
res = super(SaleOrder, self.with_context({k: v for k, v in self.env.context.items() if k != 'default_tag_ids'})).action_confirm()
for order in self:
order.opportunity_id._update_revenues_from_so(order)
return res