# -*- 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 class CrmLead(models.Model): _inherit = 'crm.lead' sale_amount_total = fields.Monetary(compute='_compute_sale_data', string="Sum of Orders", help="Untaxed Total of Confirmed Orders", currency_field='company_currency') quotation_count = fields.Integer(compute='_compute_sale_data', string="Number of Quotations") sale_order_count = fields.Integer(compute='_compute_sale_data', string="Number of Sale Orders") order_ids = fields.One2many('sale.order', 'opportunity_id', string='Orders') @api.depends('order_ids.state', 'order_ids.currency_id', 'order_ids.amount_untaxed', 'order_ids.date_order', 'order_ids.company_id') def _compute_sale_data(self): for lead in self: company_currency = lead.company_currency or self.env.company.currency_id sale_orders = lead.order_ids.filtered_domain(self._get_lead_sale_order_domain()) lead.sale_amount_total = sum( order.currency_id._convert( order.amount_untaxed, company_currency, order.company_id, order.date_order or fields.Date.today() ) for order in sale_orders ) lead.quotation_count = len(lead.order_ids.filtered_domain(self._get_lead_quotation_domain())) lead.sale_order_count = len(sale_orders) def action_sale_quotations_new(self): if not self.partner_id: return self.env["ir.actions.actions"]._for_xml_id("sale_crm.crm_quotation_partner_action") else: return self.action_new_quotation() def action_new_quotation(self): action = self.env["ir.actions.actions"]._for_xml_id("sale_crm.sale_action_quotations_new") action['context'] = self._prepare_opportunity_quotation_context() action['context']['search_default_opportunity_id'] = self.id action['context']['active_test'] = True return action def action_view_sale_quotation(self): self.ensure_one() 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_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 return action def action_view_sale_order(self): self.ensure_one() action = self.env["ir.actions.actions"]._for_xml_id("sale.action_orders") action['context'] = { 'search_default_partner_id': self.partner_id.id, '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()]) 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'))] def _get_lead_sale_order_domain(self): return [('state', 'not in', ('draft', 'sent', 'cancel'))] def _prepare_opportunity_quotation_context(self): """ Prepares the context for a new quotation (sale.order) by sharing the values of common fields """ self.ensure_one() quotation_context = { 'default_opportunity_id': self.id, 'default_partner_id': self.partner_id.id, 'default_campaign_id': self.campaign_id.id, 'default_medium_id': self.medium_id.id, 'default_origin': self.name, 'default_source_id': self.source_id.id, 'default_company_id': self.company_id.id or self.env.company.id, 'default_tag_ids': [(6, 0, self.tag_ids.ids)] } if self.team_id: quotation_context['default_team_id'] = self.team_id.id if self.user_id: quotation_context['default_user_id'] = self.user_id.id return quotation_context def _merge_get_fields_specific(self): fields_info = super(CrmLead, self)._merge_get_fields_specific() # 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