# -*- 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 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: total = 0.0 quotation_cnt = 0 sale_order_cnt = 0 company_currency = lead.company_currency or self.env.company.currency_id for order in lead.order_ids: if order.state in ('draft', 'sent'): quotation_cnt += 1 if order.state not in ('draft', 'sent', 'cancel'): sale_order_cnt += 1 total += order.currency_id._convert( order.amount_untaxed, company_currency, order.company_id, order.date_order or fields.Date.today()) lead.sale_amount_total = total lead.quotation_count = quotation_cnt lead.sale_order_count = sale_order_cnt 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'] = { 'search_default_opportunity_id': self.id, 'default_opportunity_id': self.id, 'search_default_partner_id': self.partner_id.id, 'default_partner_id': self.partner_id.id, 'default_team_id': self.team_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)] } return action def action_view_sale_quotation(self): action = self.env["ir.actions.actions"]._for_xml_id("sale.action_quotations_with_onboarding") action['context'] = { 'search_default_draft': 1, 'search_default_partner_id': self.partner_id.id, 'default_partner_id': self.partner_id.id, 'default_opportunity_id': self.id } action['domain'] = [('opportunity_id', '=', self.id), ('state', 'in', ['draft', 'sent'])] quotations = self.mapped('order_ids').filtered(lambda l: l.state in ('draft', 'sent')) 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): 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'] = [('opportunity_id', '=', self.id), ('state', 'not in', ('draft', 'sent', 'cancel'))] orders = self.mapped('order_ids').filtered(lambda l: l.state not in ('draft', 'sent', 'cancel')) if len(orders) == 1: action['views'] = [(self.env.ref('sale.view_order_form').id, 'form')] action['res_id'] = orders.id return action