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# Crm Salesperson Planner Sale
Odoo addon: crm_salesperson_planner_sale
## Installation
```bash
pip install odoo-bringout-oca-crm-crm_salesperson_planner_sale
```
## Dependencies
This addon depends on:
- crm_salesperson_planner
- sale
## Manifest Information
- **Name**: Crm Salesperson Planner Sale
- **Version**: 16.0.1.0.0
- **Category**: Customer Relationship Management
- **License**: AGPL-3
- **Installable**: True
## Source
Based on [OCA/crm](https://github.com/OCA/crm) branch 16.0, addon `crm_salesperson_planner_sale`.
## License
This package maintains the original AGPL-3 license from the upstream Odoo project.
## Documentation
- Overview: doc/OVERVIEW.md
- Architecture: doc/ARCHITECTURE.md
- Models: doc/MODELS.md
- Controllers: doc/CONTROLLERS.md
- Wizards: doc/WIZARDS.md
- Install: doc/INSTALL.md
- Usage: doc/USAGE.md
- Configuration: doc/CONFIGURATION.md
- Dependencies: doc/DEPENDENCIES.md
- Troubleshooting: doc/TROUBLESHOOTING.md
- FAQ: doc/FAQ.md

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============================
Crm Salesperson Planner Sale
============================
..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:c9fb35c0e00b295b492cd7e894041986aa3304d7ec4a1affe6042381193bf329
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |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_salesperson_planner_sale
: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_salesperson_planner_sale
: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 you to manage sales from commercial visits.
You can create Sales Quotations from visits and check the related ones.
**Table of contents**
.. contents::
:local:
Usage
=====
* Go to any "Validated" or "Visited" visit.
* Click "New Quotation" button or click in the smart button "Quotation" and create a quotation.
In the Quotation or Sale Order you will have a new field that is related to the salesperson visit.
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_salesperson_planner_sale%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
~~~~~~~
* Sygel Technology
* Tecnativa
Contributors
~~~~~~~~~~~~
* `Sygel <https://www.sygel.es>`__:
* Valentin Vinagre
* `Tecnativa <https://www.tecnativa.com>`_:
* Víctor Martínez
* `Pesol <https://www.pesol.es>`__:
* Gerardo Marin Parra <info@pesol.es>
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.
This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/16.0/crm_salesperson_planner_sale>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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# Copyright 2021 Sygel - Valentin Vinagre
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
from . import models

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# Copyright 2021 Sygel - Valentin Vinagre
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
{
"name": "Crm Salesperson Planner Sale",
"version": "16.0.1.0.0",
"development_status": "Beta",
"category": "Customer Relationship Management",
"author": "Sygel Technology, Tecnativa, Odoo Community Association (OCA)",
"website": "https://github.com/OCA/crm",
"license": "AGPL-3",
"depends": ["crm_salesperson_planner", "sale"],
"data": [
"views/sale_order_views.xml",
"views/crm_salesperson_planner_visit_views.xml",
],
"installable": True,
}

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * crm_salesperson_planner_sale
#
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_salesperson_planner_sale
#: model_terms:ir.ui.view,arch_db:crm_salesperson_planner_sale.crm_salesperson_planner_visit_sale_form_view
msgid "New Quotation"
msgstr "Novi predračun"
#. module: crm_salesperson_planner_sale
#: model:ir.model.fields,field_description:crm_salesperson_planner_sale.field_crm_salesperson_planner_visit__quotation_count
msgid "Number of Quotations"
msgstr "Broj predračuna"
#. module: crm_salesperson_planner_sale
#: model:ir.model.fields,field_description:crm_salesperson_planner_sale.field_crm_salesperson_planner_visit__sale_order_count
msgid "Number of Sale Orders"
msgstr "Broj prodajnih naloga"
#. module: crm_salesperson_planner_sale
#: model:ir.model.fields,field_description:crm_salesperson_planner_sale.field_crm_salesperson_planner_visit__order_ids
#: model_terms:ir.ui.view,arch_db:crm_salesperson_planner_sale.crm_salesperson_planner_visit_sale_form_view
msgid "Orders"
msgstr "Nalozi"
#. module: crm_salesperson_planner_sale
#: model:ir.actions.act_window,name:crm_salesperson_planner_sale.crm_salesperson_visit_action_quotation_new
msgid "Quotation"
msgstr "Ponuda"
#. module: crm_salesperson_planner_sale
#: model_terms:ir.ui.view,arch_db:crm_salesperson_planner_sale.crm_salesperson_planner_visit_sale_form_view
msgid "Quotations"
msgstr "Predračuni"
#. module: crm_salesperson_planner_sale
#: model:ir.model,name:crm_salesperson_planner_sale.model_sale_order
msgid "Sales Order"
msgstr "Prodajni nalog"
#. module: crm_salesperson_planner_sale
#: model:ir.model,name:crm_salesperson_planner_sale.model_crm_salesperson_planner_visit
msgid "Salesperson Planner Visit"
msgstr "Posjeta planera prodavčara"
#. module: crm_salesperson_planner_sale
#: model:ir.model.fields,field_description:crm_salesperson_planner_sale.field_sale_order__visit_id
msgid "Visit"
msgstr "Posjeta"

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * crm_salesperson_planner_sale
#
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_salesperson_planner_sale
#: model_terms:ir.ui.view,arch_db:crm_salesperson_planner_sale.crm_salesperson_planner_visit_sale_form_view
msgid "New Quotation"
msgstr ""
#. module: crm_salesperson_planner_sale
#: model:ir.model.fields,field_description:crm_salesperson_planner_sale.field_crm_salesperson_planner_visit__quotation_count
msgid "Number of Quotations"
msgstr ""
#. module: crm_salesperson_planner_sale
#: model:ir.model.fields,field_description:crm_salesperson_planner_sale.field_crm_salesperson_planner_visit__sale_order_count
msgid "Number of Sale Orders"
msgstr ""
#. module: crm_salesperson_planner_sale
#: model:ir.model.fields,field_description:crm_salesperson_planner_sale.field_crm_salesperson_planner_visit__order_ids
#: model_terms:ir.ui.view,arch_db:crm_salesperson_planner_sale.crm_salesperson_planner_visit_sale_form_view
msgid "Orders"
msgstr ""
#. module: crm_salesperson_planner_sale
#: model:ir.actions.act_window,name:crm_salesperson_planner_sale.crm_salesperson_visit_action_quotation_new
msgid "Quotation"
msgstr ""
#. module: crm_salesperson_planner_sale
#: model_terms:ir.ui.view,arch_db:crm_salesperson_planner_sale.crm_salesperson_planner_visit_sale_form_view
msgid "Quotations"
msgstr ""
#. module: crm_salesperson_planner_sale
#: model:ir.model,name:crm_salesperson_planner_sale.model_sale_order
msgid "Sales Order"
msgstr ""
#. module: crm_salesperson_planner_sale
#: model:ir.model,name:crm_salesperson_planner_sale.model_crm_salesperson_planner_visit
msgid "Salesperson Planner Visit"
msgstr ""
#. module: crm_salesperson_planner_sale
#: model:ir.model.fields,field_description:crm_salesperson_planner_sale.field_sale_order__visit_id
msgid "Visit"
msgstr ""

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * crm_salesperson_planner_sale
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 13.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2022-11-30 13:07+0000\n"
"PO-Revision-Date: 2022-11-30 14:07+0100\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: 8bit\n"
"Plural-Forms: \n"
"X-Generator: Poedit 3.0.1\n"
#. module: crm_salesperson_planner_sale
#: model_terms:ir.ui.view,arch_db:crm_salesperson_planner_sale.crm_salesperson_planner_visit_sale_form_view
msgid "New Quotation"
msgstr "Nuevo presupuesto"
#. module: crm_salesperson_planner_sale
#: model:ir.model.fields,field_description:crm_salesperson_planner_sale.field_crm_salesperson_planner_visit__quotation_count
msgid "Number of Quotations"
msgstr "Nº de presupuestos"
#. module: crm_salesperson_planner_sale
#: model:ir.model.fields,field_description:crm_salesperson_planner_sale.field_crm_salesperson_planner_visit__sale_order_count
msgid "Number of Sale Orders"
msgstr "Nº de ordenes de venta"
#. module: crm_salesperson_planner_sale
#: model:ir.model.fields,field_description:crm_salesperson_planner_sale.field_crm_salesperson_planner_visit__order_ids
#: model_terms:ir.ui.view,arch_db:crm_salesperson_planner_sale.crm_salesperson_planner_visit_sale_form_view
msgid "Orders"
msgstr "Ventas"
#. module: crm_salesperson_planner_sale
#: model:ir.actions.act_window,name:crm_salesperson_planner_sale.crm_salesperson_visit_action_quotation_new
msgid "Quotation"
msgstr "Presupuesto"
#. module: crm_salesperson_planner_sale
#: model_terms:ir.ui.view,arch_db:crm_salesperson_planner_sale.crm_salesperson_planner_visit_sale_form_view
msgid "Quotations"
msgstr "Presupuestos"
#. module: crm_salesperson_planner_sale
#: model:ir.model,name:crm_salesperson_planner_sale.model_sale_order
msgid "Sales Order"
msgstr "Pedido de venta"
#. module: crm_salesperson_planner_sale
#: model:ir.model,name:crm_salesperson_planner_sale.model_crm_salesperson_planner_visit
msgid "Salesperson Planner Visit"
msgstr "Planificador de visitas comerciales"
#. module: crm_salesperson_planner_sale
#: model:ir.model.fields,field_description:crm_salesperson_planner_sale.field_sale_order__visit_id
msgid "Visit"
msgstr "Visita"

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * crm_salesperson_planner_sale
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
"PO-Revision-Date: 2023-11-12 16:37+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_salesperson_planner_sale
#: model_terms:ir.ui.view,arch_db:crm_salesperson_planner_sale.crm_salesperson_planner_visit_sale_form_view
msgid "New Quotation"
msgstr "Nuovo preventivo"
#. module: crm_salesperson_planner_sale
#: model:ir.model.fields,field_description:crm_salesperson_planner_sale.field_crm_salesperson_planner_visit__quotation_count
msgid "Number of Quotations"
msgstr "Numero di preventivi"
#. module: crm_salesperson_planner_sale
#: model:ir.model.fields,field_description:crm_salesperson_planner_sale.field_crm_salesperson_planner_visit__sale_order_count
msgid "Number of Sale Orders"
msgstr "Numero di ordini di vendita"
#. module: crm_salesperson_planner_sale
#: model:ir.model.fields,field_description:crm_salesperson_planner_sale.field_crm_salesperson_planner_visit__order_ids
#: model_terms:ir.ui.view,arch_db:crm_salesperson_planner_sale.crm_salesperson_planner_visit_sale_form_view
msgid "Orders"
msgstr "Ordini"
#. module: crm_salesperson_planner_sale
#: model:ir.actions.act_window,name:crm_salesperson_planner_sale.crm_salesperson_visit_action_quotation_new
msgid "Quotation"
msgstr "Preventivo"
#. module: crm_salesperson_planner_sale
#: model_terms:ir.ui.view,arch_db:crm_salesperson_planner_sale.crm_salesperson_planner_visit_sale_form_view
msgid "Quotations"
msgstr "Preventivi"
#. module: crm_salesperson_planner_sale
#: model:ir.model,name:crm_salesperson_planner_sale.model_sale_order
msgid "Sales Order"
msgstr "Ordine di vendita"
#. module: crm_salesperson_planner_sale
#: model:ir.model,name:crm_salesperson_planner_sale.model_crm_salesperson_planner_visit
msgid "Salesperson Planner Visit"
msgstr "Visita agenda addetto vendite"
#. module: crm_salesperson_planner_sale
#: model:ir.model.fields,field_description:crm_salesperson_planner_sale.field_sale_order__visit_id
msgid "Visit"
msgstr "Visita"

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# Copyright 2021 Sygel - Valentin Vinagre
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
from . import sale_order
from . import crm_salesperson_planner_visit

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# Copyright 2021 Sygel - Valentin Vinagre
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
from odoo import api, fields, models
class CrmSalespersonPlannerVisit(models.Model):
_inherit = "crm.salesperson.planner.visit"
order_ids = fields.One2many("sale.order", "visit_id", string="Orders")
sale_order_count = fields.Integer(
compute="_compute_sale_data", string="Number of Sale Orders", store=True
)
quotation_count = fields.Integer(
compute="_compute_sale_data", string="Number of Quotations", store=True
)
@api.depends("order_ids.state")
def _compute_sale_data(self):
quotation_domain = [
("visit_id", "in", self.ids),
("state", "in", ("draft", "sent")),
]
quotation_data = self.env["sale.order"].read_group(
domain=quotation_domain, fields=["visit_id"], groupby=["visit_id"]
)
sale_domain = [
("visit_id", "in", self.ids),
("state", "not in", ("draft", "sent", "cancel")),
]
sale_data = self.env["sale.order"].read_group(
domain=sale_domain, fields=["visit_id"], groupby=["visit_id"]
)
mapped_quotation_data = {
m["visit_id"][0]: m["visit_id_count"] for m in quotation_data
}
mapped_sale_data = {m["visit_id"][0]: m["visit_id_count"] for m in sale_data}
for sel in self:
sel.quotation_count = mapped_quotation_data.get(sel.id, 0)
sel.sale_order_count = mapped_sale_data.get(sel.id, 0)
def _prepare_context_from_action(self):
return {
"search_default_visit_id": self.id,
"default_visit_id": self.id,
"search_default_partner_id": self.partner_id.commercial_partner_id.id,
"default_partner_id": self.partner_id.commercial_partner_id.id,
"default_origin": self.name,
"default_company_id": self.company_id.id or self.env.company.id,
"default_user_id": self.user_id.id,
}
def action_sale_quotation_new(self):
action = self.env["ir.actions.act_window"]._for_xml_id(
"crm_salesperson_planner_sale.crm_salesperson_visit_action_quotation_new"
)
action["context"] = self._prepare_context_from_action()
return action
def action_view_sale_quotation(self):
action = self.env["ir.actions.act_window"]._for_xml_id(
"sale.action_quotations_with_onboarding"
)
ctx = self._prepare_context_from_action()
ctx.update(search_default_draft=1)
action["context"] = ctx
action["domain"] = [
("visit_id", "=", self.id),
("state", "in", ("draft", "sent")),
]
if self.quotation_count == 1:
action["views"] = [(self.env.ref("sale.view_order_form").id, "form")]
quotation = self.order_ids.filtered(lambda l: l.state in ("draft", "sent"))
action["res_id"] = quotation.id
return action
def action_view_sale_order(self):
action = self.env["ir.actions.act_window"]._for_xml_id("sale.action_orders")
action["context"] = self._prepare_context_from_action()
action["domain"] = [
("visit_id", "=", self.id),
("state", "not in", ("draft", "sent", "cancel")),
]
if self.sale_order_count == 1:
action["views"] = [(self.env.ref("sale.view_order_form").id, "form")]
order = self.order_ids.filtered(
lambda l: l.state not in ("draft", "sent", "cancel")
)
action["res_id"] = order.id
return action

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# Copyright 2021 Sygel - Valentin Vinagre
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
from odoo import fields, models
class SaleOrder(models.Model):
_inherit = "sale.order"
visit_id = fields.Many2one(
comodel_name="crm.salesperson.planner.visit",
string="Visit",
check_company=True,
domain="[('partner_id', 'child_of', partner_id),"
" '|', ('company_id', '=', False), ('company_id', '=', company_id)]",
)

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* `Sygel <https://www.sygel.es>`__:
* Valentin Vinagre
* `Tecnativa <https://www.tecnativa.com>`_:
* Víctor Martínez
* `Pesol <https://www.pesol.es>`__:
* Gerardo Marin Parra <info@pesol.es>

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This module allows you to manage sales from commercial visits.
You can create Sales Quotations from visits and check the related ones.

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* Go to any "Validated" or "Visited" visit.
* Click "New Quotation" button or click in the smart button "Quotation" and create a quotation.
In the Quotation or Sale Order you will have a new field that is related to the salesperson visit.

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<body>
<div class="document" id="crm-salesperson-planner-sale">
<h1 class="title">Crm Salesperson Planner Sale</h1>
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<p><a class="reference external" 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" 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" href="https://github.com/OCA/crm/tree/16.0/crm_salesperson_planner_sale"><img alt="OCA/crm" src="https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_salesperson_planner_sale"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" 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 you to manage sales from commercial visits.
You can create Sales Quotations from visits and check the related ones.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#usage" id="id1">Usage</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id2">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id3">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id4">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id5">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id6">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#id1">Usage</a></h1>
<ul class="simple">
<li>Go to any “Validated” or “Visited” visit.</li>
<li>Click “New Quotation” button or click in the smart button “Quotation” and create a quotation.</li>
</ul>
<p>In the Quotation or Sale Order you will have a new field that is related to the salesperson visit.</p>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#id2">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_salesperson_planner_sale%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="#id3">Credits</a></h1>
<div class="section" id="authors">
<h2><a class="toc-backref" href="#id4">Authors</a></h2>
<ul class="simple">
<li>Sygel Technology</li>
<li>Tecnativa</li>
</ul>
</div>
<div class="section" id="contributors">
<h2><a class="toc-backref" href="#id5">Contributors</a></h2>
<ul class="simple">
<li><a class="reference external" href="https://www.sygel.es">Sygel</a>:<ul>
<li>Valentin Vinagre</li>
</ul>
</li>
<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
<li>Víctor Martínez</li>
</ul>
</li>
<li><a class="reference external" href="https://www.pesol.es">Pesol</a>:<ul>
<li>Gerardo Marin Parra &lt;<a class="reference external" href="mailto:info&#64;pesol.es">info&#64;pesol.es</a>&gt;</li>
</ul>
</li>
</ul>
</div>
<div class="section" id="maintainers">
<h2><a class="toc-backref" href="#id6">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>This module is part of the <a class="reference external" href="https://github.com/OCA/crm/tree/16.0/crm_salesperson_planner_sale">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>
</body>
</html>

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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
from . import test_crm_salesperson_planner_sale

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# Copyright 2022 Tecnativa - Víctor Martínez
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
from odoo.tests import Form
from odoo.addons.crm_salesperson_planner.tests.test_crm_salesperson_planner_visit import (
TestCrmSalespersonPlannerVisitBase,
)
class TestCrmSalespersonPlannerSale(TestCrmSalespersonPlannerVisitBase):
def _create_sale_order_from_visit(self, visit):
res = self.visit1.action_sale_quotation_new()
order_form = Form(self.env[res["res_model"]].with_context(**res["context"]))
return order_form.save()
def test_visit_process(self):
self.assertFalse(self.visit1.order_ids)
order = self._create_sale_order_from_visit(self.visit1)
self.assertEqual(order.visit_id, self.visit1)
self.assertIn(order, self.visit1.order_ids)
self.assertEqual(self.visit1.sale_order_count, 0)
self.assertEqual(self.visit1.quotation_count, 1)
res = self.visit1.action_view_sale_quotation()
self.assertIn(order, self.env[res["res_model"]].search(res["domain"]))
self.assertEqual(res["res_id"], order.id)
order.write({"state": "sale"})
self.assertEqual(self.visit1.sale_order_count, 1)
self.assertEqual(self.visit1.quotation_count, 0)
res = self.visit1.action_view_sale_order()
self.assertIn(order, self.env[res["res_model"]].search(res["domain"]))
self.assertEqual(res["res_id"], order.id)

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<?xml version="1.0" encoding="UTF-8" ?>
<!-- Copyright 2021 Sygel - Valentin Vinagre
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
<odoo>
<record id="crm_salesperson_planner_visit_sale_form_view" model="ir.ui.view">
<field name="name">Crm Salesperson Planner Visit Sale Form View</field>
<field name="model">crm.salesperson.planner.visit</field>
<field
name="inherit_id"
ref="crm_salesperson_planner.crm_salesperson_planner_visit_form_view"
/>
<field name="arch" type="xml">
<header position="inside">
<button
string="New Quotation"
name="action_sale_quotation_new"
type="object"
class="oe_highlight"
attrs="{'invisible': [('state', 'not in', ('confirm', 'done'))]}"
/>
</header>
<xpath expr="//div[@name='button_box']" position="inside">
<button
class="oe_stat_button"
type="object"
name="action_view_sale_quotation"
icon="fa-pencil-square-o"
attrs="{'invisible': [('state', '=', 'draft')]}"
>
<field
name="quotation_count"
widget="statinfo"
string="Quotations"
/>
</button>
<button
class="oe_stat_button"
type="object"
attrs="{'invisible': ['|',('sale_order_count', '=', 0), ('state', '=', 'draft')]}"
name="action_view_sale_order"
icon="fa-usd"
>
<field name="sale_order_count" widget="statinfo" string="Orders" />
</button>
</xpath>
</field>
</record>
<record
id="crm_salesperson_visit_action_quotation_new"
model="ir.actions.act_window"
>
<field name="name">Quotation</field>
<field name="res_model">sale.order</field>
<field name="view_mode">form,tree,graph</field>
<field name="domain">[('visit_id', '=', active_id)]</field>
<field
name="context"
>{'search_default_visit_id': active_id, 'default_visit_id': active_id}</field>
</record>
</odoo>

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<?xml version="1.0" encoding="UTF-8" ?>
<!-- Copyright 2021 Sygel - Valentin Vinagre
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
<odoo>
<record id="crm_salesperson_planner_sale_view_order_form" model="ir.ui.view">
<field name="name">crm.salesperson.planner.sale.view.order.form</field>
<field name="model">sale.order</field>
<field name="inherit_id" ref="sale.view_order_form" />
<field name="arch" type="xml">
<xpath expr="//field[@name='origin']" position="after">
<field name="visit_id" />
</xpath>
</field>
</record>
</odoo>

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# Architecture
```mermaid
flowchart TD
U[Users] -->|HTTP| V[Views and QWeb Templates]
V --> C[Controllers]
V --> W[Wizards Transient Models]
C --> M[Models and ORM]
W --> M
M --> R[Reports]
DX[Data XML] --> M
S[Security ACLs and Groups] -. enforces .-> M
subgraph Crm_salesperson_planner_sale Module - crm_salesperson_planner_sale
direction LR
M:::layer
W:::layer
C:::layer
V:::layer
R:::layer
S:::layer
DX:::layer
end
classDef layer fill:#eef8ff,stroke:#6ea8fe,stroke-width:1px
```
Notes
- Views include tree/form/kanban templates and report templates.
- Controllers provide website/portal routes when present.
- Wizards are UI flows implemented with `models.TransientModel`.
- Data XML loads data/demo records; Security defines groups and access.

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# Configuration
Refer to Odoo settings for crm_salesperson_planner_sale. Configure related models, access rights, and options as needed.

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# Controllers
This module does not define custom HTTP controllers.

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# Dependencies
This addon depends on:
- [crm_salesperson_planner](../../odoo-bringout-oca-crm-crm_salesperson_planner)
- [sale](../../odoo-bringout-oca-ocb-sale)

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# FAQ
- Q: Which Odoo version? A: 16.0 (OCA/OCB packaged).
- Q: How to enable? A: Start server with --addon crm_salesperson_planner_sale or install in UI.

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# Install
```bash
pip install odoo-bringout-oca-crm-crm_salesperson_planner_sale"
# or
uv pip install odoo-bringout-oca-crm-crm_salesperson_planner_sale"
```

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# Models
Detected core models and extensions in crm_salesperson_planner_sale.
```mermaid
classDiagram
class crm_salesperson_planner_visit
class sale_order
```
Notes
- Classes show model technical names; fields omitted for brevity.
- Items listed under _inherit are extensions of existing models.

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# Overview
Packaged Odoo addon: crm_salesperson_planner_sale. Provides features documented in upstream Odoo 16 under this addon.
- Source: OCA/OCB 16.0, addon crm_salesperson_planner_sale
- License: LGPL-3

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# Reports
This module does not define custom reports.

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# Security
This module does not define custom security rules or access controls beyond Odoo defaults.
Default Odoo security applies:
- Base user access through standard groups
- Model access inherited from dependencies
- No custom row-level security rules

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# Troubleshooting
- Ensure Python and Odoo environment matches repo guidance.
- Check database connectivity and logs if startup fails.
- Validate that dependent addons listed in DEPENDENCIES.md are installed.

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# Usage
Start Odoo including this addon (from repo root):
```bash
python3 scripts/nix_odoo_web_server.py --db-name mydb --addon crm_salesperson_planner_sale
```

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# Wizards
This module does not include UI wizards.

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[project]
name = "odoo-bringout-oca-crm-crm_salesperson_planner_sale"
version = "16.0.0"
description = "Crm Salesperson Planner Sale - Odoo addon"
authors = [
{ name = "Ernad Husremovic", email = "hernad@bring.out.ba" }
]
dependencies = [
"odoo-bringout-oca-crm-crm_salesperson_planner>=16.0.0",
"odoo-bringout-oca-ocb-sale>=16.0.0",
"requests>=2.25.1"
]
readme = "README.md"
requires-python = ">= 3.11"
classifiers = [
"Development Status :: 5 - Production/Stable",
"Intended Audience :: Developers",
"License :: OSI Approved :: GNU Lesser General Public License v3 (LGPLv3)",
"Programming Language :: Python :: 3",
"Programming Language :: Python :: 3.11",
"Programming Language :: Python :: 3.12",
"Topic :: Office/Business",
]
[project.urls]
homepage = "https://github.com/bringout/0"
repository = "https://github.com/bringout/0"
[build-system]
requires = ["hatchling"]
build-backend = "hatchling.build"
[tool.hatch.metadata]
allow-direct-references = true
[tool.hatch.build.targets.wheel]
packages = ["crm_salesperson_planner_sale"]
[tool.rye]
managed = true
dev-dependencies = [
"pytest>=8.4.1",
]