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# -*- 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
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