sale_crm/wizard/crm_opportunity_to_quotation.py

53 lines
2.1 KiB
Python

# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
from odoo import api, fields, models, _
from odoo.exceptions import UserError
class Opportunity2Quotation(models.TransientModel):
_name = 'crm.quotation.partner'
_description = 'Create new or use existing Customer on new Quotation'
@api.model
def default_get(self, fields):
result = super(Opportunity2Quotation, self).default_get(fields)
active_model = self._context.get('active_model')
if active_model != 'crm.lead':
raise UserError(_('You can only apply this action from a lead.'))
lead = False
if result.get('lead_id'):
lead = self.env['crm.lead'].browse(result['lead_id'])
elif 'lead_id' in fields and self._context.get('active_id'):
lead = self.env['crm.lead'].browse(self._context['active_id'])
if lead:
result['lead_id'] = lead.id
partner_id = result.get('partner_id') or lead._find_matching_partner().id
if 'action' in fields and not result.get('action'):
result['action'] = 'exist' if partner_id else 'create'
if 'partner_id' in fields and not result.get('partner_id'):
result['partner_id'] = partner_id
return result
action = fields.Selection([
('create', 'Create a new customer'),
('exist', 'Link to an existing customer'),
('nothing', 'Do not link to a customer')
], string='Quotation Customer', required=True)
lead_id = fields.Many2one('crm.lead', "Associated Lead", required=True)
partner_id = fields.Many2one('res.partner', 'Customer')
def action_apply(self):
""" Convert lead to opportunity or merge lead and opportunity and open
the freshly created opportunity view.
"""
self.ensure_one()
if self.action == 'create':
self.lead_id._handle_partner_assignment(create_missing=True)
elif self.action == 'exist':
self.lead_id._handle_partner_assignment(force_partner_id=self.partner_id.id, create_missing=False)
return self.lead_id.action_new_quotation()