Initial commit: OCA Technical packages (595 packages)

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=================
CRM Lead Currency
=================
..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:837c205f03b38910d848a752aa0ba2cc8604f732dba770e4dd86e3f490dc4186
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github
:target: https://github.com/OCA/crm/tree/16.0/crm_lead_currency
:alt: OCA/crm
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_lead_currency
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=16.0
:alt: Try me on Runboat
|badge1| |badge2| |badge3| |badge4| |badge5|
This module allows to select a specific currency for a lead or an opportunity.
If the selected currency is different to the company currency, an amount in the customer
currency can be set and the expected revenue of the opportunity will automatically be
computed in the company currency. The default rate used for the computation is the rate
of the day.
**Table of contents**
.. contents::
:local:
Installation
============
Just install the module.
Configuration
=============
No specific configuration is needed but multi-currency should be enabled for the module
to make sense.
Usage
=====
To use this module, you need to:
#. Created a new opportunity in the CRM and set a customer currency on it.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_lead_currency%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
~~~~~~~
* Camptocamp SA
* Vauxoo
Contributors
~~~~~~~~~~~~
* Thierry Ducrest <thierry.ducrest@camptocamp.com>
Maintainers
~~~~~~~~~~~
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.
.. |maintainer-luisg123v| image:: https://github.com/luisg123v.png?size=40px
:target: https://github.com/luisg123v
:alt: luisg123v
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-luisg123v|
This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/16.0/crm_lead_currency>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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from . import models

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# Copyright 2019 Copyright 2019 Camptocamp SA
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
{
"name": "CRM Lead Currency",
"summary": """
On leads/opportunities, add the amount in the customer's currency.""",
"maintainers": [
"luisg123v",
],
"version": "16.0.1.0.0",
"license": "AGPL-3",
"author": "Camptocamp SA,Odoo Community Association (OCA),Vauxoo",
"website": "https://github.com/OCA/crm",
"depends": [
"crm",
],
"data": [
"views/crm_lead_views.xml",
],
"installable": True,
}

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * crm_lead_currency
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"Last-Translator: \n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"
#. module: crm_lead_currency
#: model:ir.model.fields,field_description:crm_lead_currency.field_crm_lead__amount_customer_currency
msgid "Customer amount"
msgstr "Iznos kupca"
#. module: crm_lead_currency
#: model:ir.model.fields,field_description:crm_lead_currency.field_crm_lead__customer_currency_id
msgid "Customer currency"
msgstr "Valuta kupca"
#. module: crm_lead_currency
#: model:ir.model,name:crm_lead_currency.model_crm_lead
msgid "Lead/Opportunity"
msgstr "Potencijal/Prilika"
#. module: crm_lead_currency
#: model:ir.model.fields,field_description:crm_lead_currency.field_crm_lead__is_same_currency
msgid "Same currency"
msgstr "Ista valuta"

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * crm_lead_currency
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"Last-Translator: \n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"
#. module: crm_lead_currency
#: model:ir.model.fields,field_description:crm_lead_currency.field_crm_lead__amount_customer_currency
msgid "Customer amount"
msgstr ""
#. module: crm_lead_currency
#: model:ir.model.fields,field_description:crm_lead_currency.field_crm_lead__customer_currency_id
msgid "Customer currency"
msgstr ""
#. module: crm_lead_currency
#: model:ir.model,name:crm_lead_currency.model_crm_lead
msgid "Lead/Opportunity"
msgstr ""
#. module: crm_lead_currency
#: model:ir.model.fields,field_description:crm_lead_currency.field_crm_lead__is_same_currency
msgid "Same currency"
msgstr ""

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * crm_lead_currency
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0+e\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2023-06-20 18:02+0000\n"
"PO-Revision-Date: 2023-06-20 18:02+0000\n"
"Last-Translator: \n"
"Language-Team: \n"
"Language: es\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"
#. module: crm_lead_currency
#: model:ir.model.fields,field_description:crm_lead_currency.field_crm_lead__amount_customer_currency
msgid "Customer amount"
msgstr "Monto cliente"
#. module: crm_lead_currency
#: model:ir.model.fields,field_description:crm_lead_currency.field_crm_lead__customer_currency_id
msgid "Customer currency"
msgstr "Moneda cliente"
#. module: crm_lead_currency
#: model:ir.model,name:crm_lead_currency.model_crm_lead
msgid "Lead/Opportunity"
msgstr "Iniciativa/Oportunidad"
#. module: crm_lead_currency
#: model:ir.model.fields,field_description:crm_lead_currency.field_crm_lead__is_same_currency
msgid "Same currency"
msgstr "Misma moneda"

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * crm_lead_currency
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2023-06-14 15:08+0000\n"
"Last-Translator: mymage <stefano.consolaro@mymage.it>\n"
"Language-Team: none\n"
"Language: it\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=n != 1;\n"
"X-Generator: Weblate 4.17\n"
#. module: crm_lead_currency
#: model:ir.model.fields,field_description:crm_lead_currency.field_crm_lead__amount_customer_currency
msgid "Customer amount"
msgstr "Valore cliente"
#. module: crm_lead_currency
#: model:ir.model.fields,field_description:crm_lead_currency.field_crm_lead__customer_currency_id
msgid "Customer currency"
msgstr "Valuta cliente"
#. module: crm_lead_currency
#: model:ir.model,name:crm_lead_currency.model_crm_lead
msgid "Lead/Opportunity"
msgstr "Contatto/Opportunità"
#. module: crm_lead_currency
#: model:ir.model.fields,field_description:crm_lead_currency.field_crm_lead__is_same_currency
msgid "Same currency"
msgstr "Stessa valuta"
#~ msgid "Display Name"
#~ msgstr "Nome visualizzato"
#~ msgid "ID"
#~ msgstr "ID"
#~ msgid "Last Modified on"
#~ msgstr "Ultima modifica il"

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from . import crm_lead

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# Copyright 2018 Camptocamp SA
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html)
from odoo import api, fields, models
class CrmLead(models.Model):
_inherit = "crm.lead"
customer_currency_id = fields.Many2one(
string="Customer currency",
comodel_name="res.currency",
default=lambda self: self.env.company.currency_id,
)
amount_customer_currency = fields.Monetary(
string="Customer amount",
currency_field="customer_currency_id",
)
is_same_currency = fields.Boolean(
string="Same currency",
compute="_compute_is_same_currency",
)
@api.onchange("customer_currency_id", "amount_customer_currency")
def _onchange_currency(self):
self.expected_revenue = self.get_revenue_in_company_currency()
def get_revenue_in_company_currency(self):
"""Compute the expected revenue in the company currency.
If the customer currency is different than the company currency,
the expected revenue is computed in the company currency.
"""
self.ensure_one()
if self.is_same_currency:
return self.expected_revenue
return self.customer_currency_id._convert(
self.amount_customer_currency or 0,
self.company_currency,
self.env.company,
fields.Datetime.now(),
)
@api.depends("customer_currency_id", "company_currency")
def _compute_is_same_currency(self):
for lead in self:
lead.is_same_currency = lead.customer_currency_id == (
lead.company_currency or self.env.company.currency_id
)

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No specific configuration is needed but multi-currency should be enabled for the module
to make sense.

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* Thierry Ducrest <thierry.ducrest@camptocamp.com>

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This module allows to select a specific currency for a lead or an opportunity.
If the selected currency is different to the company currency, an amount in the customer
currency can be set and the expected revenue of the opportunity will automatically be
computed in the company currency. The default rate used for the computation is the rate
of the day.

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Just install the module.

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To use this module, you need to:
#. Created a new opportunity in the CRM and set a customer currency on it.

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<div class="document" id="crm-lead-currency">
<h1 class="title">CRM Lead Currency</h1>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:837c205f03b38910d848a752aa0ba2cc8604f732dba770e4dd86e3f490dc4186
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/crm/tree/16.0/crm_lead_currency"><img alt="OCA/crm" src="https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_lead_currency"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/crm&amp;target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>This module allows to select a specific currency for a lead or an opportunity.
If the selected currency is different to the company currency, an amount in the customer
currency can be set and the expected revenue of the opportunity will automatically be
computed in the company currency. The default rate used for the computation is the rate
of the day.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#installation" id="toc-entry-1">Installation</a></li>
<li><a class="reference internal" href="#configuration" id="toc-entry-2">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="toc-entry-3">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-4">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="toc-entry-5">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="toc-entry-6">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="toc-entry-7">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="toc-entry-8">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="installation">
<h1><a class="toc-backref" href="#toc-entry-1">Installation</a></h1>
<p>Just install the module.</p>
</div>
<div class="section" id="configuration">
<h1><a class="toc-backref" href="#toc-entry-2">Configuration</a></h1>
<p>No specific configuration is needed but multi-currency should be enabled for the module
to make sense.</p>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#toc-entry-3">Usage</a></h1>
<p>To use this module, you need to:</p>
<ol class="arabic simple">
<li>Created a new opportunity in the CRM and set a customer currency on it.</li>
</ol>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#toc-entry-4">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/crm/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/crm/issues/new?body=module:%20crm_lead_currency%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
<h1><a class="toc-backref" href="#toc-entry-5">Credits</a></h1>
<div class="section" id="authors">
<h2><a class="toc-backref" href="#toc-entry-6">Authors</a></h2>
<ul class="simple">
<li>Camptocamp SA</li>
<li>Vauxoo</li>
</ul>
</div>
<div class="section" id="contributors">
<h2><a class="toc-backref" href="#toc-entry-7">Contributors</a></h2>
<ul class="simple">
<li>Thierry Ducrest &lt;<a class="reference external" href="mailto:thierry.ducrest&#64;camptocamp.com">thierry.ducrest&#64;camptocamp.com</a>&gt;</li>
</ul>
</div>
<div class="section" id="maintainers">
<h2><a class="toc-backref" href="#toc-entry-8">Maintainers</a></h2>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.</p>
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
<p><a class="reference external image-reference" href="https://github.com/luisg123v"><img alt="luisg123v" src="https://github.com/luisg123v.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/crm/tree/16.0/crm_lead_currency">OCA/crm</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div>
</div>
</div>
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from . import test_crm_opportunity_currency

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# Copyright 2019 Camptocamp SA
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html)
from odoo.tests import TransactionCase
class TestCrmOpportunityCurrency(TransactionCase):
@classmethod
def setUpClass(cls):
super().setUpClass()
cls.lead = cls.env["crm.lead"].create({"name": "test lead"})
def test_is_same_currency(self):
self.lead.customer_currency_id = self.lead.company_currency
self.assertTrue(self.lead.is_same_currency)
self.lead.customer_currency_id = self.env.ref("base.CHF")
self.assertFalse(self.lead.is_same_currency)
def test_same_currency_expected_revenue_not_updated(self):
self.lead.customer_currency_id = self.lead.company_currency
self.lead.expected_revenue = 100
self.lead.amount_customer_currency = 124
self.lead._onchange_currency()
self.assertEqual(self.lead.expected_revenue, 100)
def test_different_currency_expected_revenue_updated(self):
self.lead.expected_revenue = 100
self.lead.customer_currency_id = self.env.ref("base.CHF")
self.lead.amount_customer_currency = 124
self.lead._onchange_currency()
self.assertNotEqual(self.lead.expected_revenue, 100)

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<?xml version="1.0" ?>
<odoo>
<record id="crm_lead_view_form" model="ir.ui.view">
<field name="name">crm.lead.form</field>
<field name="model">crm.lead</field>
<field name="inherit_id" ref="crm.crm_lead_view_form" />
<field name="arch" type="xml">
<xpath
expr="//group[@name='opportunity_partner']//field[@name='partner_id']"
position="before"
>
<field name="customer_currency_id" />
<field name="is_same_currency" invisible="1" />
<field
name="amount_customer_currency"
attrs="{'invisible': [('is_same_currency', '=', True)]}"
/>
</xpath>
<field name="expected_revenue" position="attributes">
<attribute name="attrs">
{'readonly': [('is_same_currency', '=', False)]}
</attribute>
<attribute name="force_save">1</attribute>
</field>
</field>
</record>
<!-- In kanban display the amount in the customer currency as suitable -->
<record id="crm_case_kanban_view_leads" model="ir.ui.view">
<field name="name">crm.lead.kanban.lead</field>
<field name="model">crm.lead</field>
<field name="inherit_id" ref="crm.crm_case_kanban_view_leads" />
<field name="priority">99</field>
<field name="arch" type="xml">
<field name="expected_revenue" position="after">
<field name="is_same_currency" />
<field name="amount_customer_currency" />
<field name="customer_currency_id" />
</field>
<xpath
expr="//templates//field[@name='expected_revenue']"
position="replace"
>
<t t-if="record.is_same_currency.raw_value">
<field
name="expected_revenue"
widget="monetary"
options="{'currency_field': 'company_currency'}"
/>
</t>
<t t-else="">
<field
name="amount_customer_currency"
widget="monetary"
options="{'currency_field': 'customer_currency_id'}"
/>
</t>
</xpath>
</field>
</record>
</odoo>