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