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Port sale_crm_usability to v10

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Alexis de Lattre
2017-12-04 16:10:23 +01:00
parent 522d3d5aa0
commit 5d1df0b654
7 changed files with 96 additions and 122 deletions
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11
sale_crm_usability/__manifest__.py
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@@ -1,11 +1,11 @@
# -*- coding: utf-8 -*-
# © 2016 Akretion (http://www.akretion.com)
# © 2016-2017 Akretion (http://www.akretion.com)
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
# @author Alexis de Lattre <alexis.delattre@akretion.com>
{
'name': 'Sale CRM Usability',
'version': '8.0.1.0.0',
'version': '10.0.1.0.0',
'category': 'Customer Relationship Management',
'license': 'AGPL-3',
'summary': 'Link between opportunities and sale orders',
@@ -26,6 +26,9 @@ This module has been written by Alexis de Lattre from Akretion
'author': 'Akretion',
'website': 'http://www.akretion.com',
'depends': ['sale_crm'],
'data': ['sale_crm_view.xml'],
'installable': False,
'data': [
'sale_crm_view.xml',
'wizard/crm_lead_lost_view.xml',
],
'installable': True,
}

95
sale_crm_usability/sale_crm.py
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@@ -3,87 +3,50 @@
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
# @author Alexis de Lattre <alexis.delattre@akretion.com>
from openerp import models, fields, api, _, workflow
from openerp.exceptions import Warning as UserError
from odoo import models, api, _
class SaleOrder(models.Model):
_inherit = 'sale.order'
lead_id = fields.Many2one(
'crm.lead', string='Opportunity')
@api.multi
def action_button_confirm(self):
res = super(SaleOrder, self).action_button_confirm()
won_stage = self.env.ref('crm.stage_lead6')
for order in self:
if order.lead_id:
order.lead_id.stage_id = won_stage
order.lead_id.message_post(_(
"Stage automatically updated to <i>Won</i> upon "
"confirmation of the quotation <b>%s</b>" % order.name))
def action_confirm(self):
res = super(SaleOrder, self).action_confirm()
won_stages = self.env['crm.stage'].search(
[('probability', '=', 100)])
if won_stages:
won_stage = won_stages[0]
for order in self:
if order.opportunity_id:
order.opportunity_id.stage_id = won_stage
order.opportunity_id.message_post(_(
"Stage automatically updated to <i>%s</i> upon "
"confirmation of the quotation <b>%s</b>")
% (won_stage.name, order.name))
return res
class CrmLead(models.Model):
_inherit = 'crm.lead'
sale_ids = fields.One2many(
'sale.order', 'lead_id', string='Quotations', readonly=True)
@api.multi
def view_sale_orders(self):
self.ensure_one()
if self.sale_ids:
action = {
'name': _('Quotations'),
'type': 'ir.actions.act_window',
'res_model': 'sale.order',
'target': 'current',
'context':
"{'default_partner_id': %s, 'default_lead_id': %s}" % (
self.partner_id.id or False, self[0].id),
}
if len(self.sale_ids) == 1:
action.update({
'view_mode': 'form,tree,calendar,graph',
'res_id': self.sale_ids[0].id,
})
else:
action.update({
'view_mode': 'tree,form,calendar,graph',
'domain': "[('id', 'in', %s)]" % self.sale_ids.ids,
})
return action
else:
raise UserError(_(
'There are no quotations linked to this opportunity'))
@api.model
def opportunity_from_quote_get_stage(self):
'''Designed to be inherited'''
res = False
stages = self.env['crm.stage'].search([
('probability', '<', 100),
('probability', '>', 0),
], order='sequence desc', limit=1)
if stages:
res = stages
return res
@api.model
def create(self, vals):
if vals is None:
vals = {}
if self._context.get('usability_default_stage_xmlid'):
stage = self.env.ref(self._context['usability_default_stage_xmlid'])
vals['stage_id'] = stage.id
if self._context.get('opportunity_from_quote'):
stage = self.opportunity_from_quote_get_stage()
if stage:
vals['stage_id'] = stage.id
return super(CrmLead, self).create(vals)
@api.multi
def case_mark_lost(self):
"""When opportunity is marked as lost, cancel the related quotations
I don't inherit the write but the button, because it leaves a waty to
mask lead as lost and not cancel the quotations
"""
res = super(CrmLead, self).case_mark_lost()
sales = self.env['sale.order'].search([
('lead_id', 'in', self.ids),
('state', 'in', ('draft', 'sent'))])
for so in sales:
workflow.trg_validate(
self._uid, 'sale.order', so.id, 'cancel', self._cr)
so.message_post(_(
'The related opportunity has been marked as lost, '
'therefore this quotation has been automatically cancelled.'))
return res

37
sale_crm_usability/sale_crm_view.xml
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@@ -5,41 +5,20 @@
The licence is in the file __openerp__.py
-->
<openerp>
<data>
<odoo>
<record id="view_order_form" model="ir.ui.view">
<record id="sale_view_inherit123" model="ir.ui.view">
<field name="name">sale_crm_usability.sale.order.form</field>
<field name="model">sale.order</field>
<field name="inherit_id" ref="sale.view_order_form"/>
<field name="inherit_id" ref="sale_crm.sale_view_inherit123"/>
<field name="arch" type="xml">
<field name="pricelist_id" position="after">
<field name="lead_id"
domain="[('type', '=', 'opportunity'), ('partner_id', '=', partner_id)]"
context="{'default_type': 'opportunity', 'default_partner_id': partner_id, 'default_user_id': uid, 'stage_type': 'opportunity', 'usability_default_stage_xmlid': 'crm.stage_lead4'}"/>
<field name="opportunity_id" position="attributes">
<attribute name="domain">[('type', '=', 'opportunity'), ('partner_id', '=', partner_id)]</attribute>
<attribute name="context">{'default_type': 'opportunity', 'default_partner_id': partner_id, 'default_user_id': uid, 'opportunity_from_quote': True}</attribute>
</field>
</field>
</record>
<record id="crm_case_form_view_oppor" model="ir.ui.view">
<field name="name">sale_crm_usability.opportunity.form</field>
<field name="model">crm.lead</field>
<field name="inherit_id" ref="sale_crm.crm_case_form_view_oppor"/>
<field name="priority">100</field>
<!-- priority so that the button "View Quotations" is the last button -->
<field name="arch" type="xml">
<field name="stage_id" position="before">
<button name="view_sale_orders" type="object" string="View Quotations"
attrs="{'invisible': [('sale_ids', '=', False)]}"/>
</field>
<notebook position="inside">
<page name="sale_orders" string="Sale Orders">
<field name="sale_ids" nolabel="1"/>
</page>
</notebook>
</field>
</record>
</data>
</openerp>
</odoo>

2
sale_crm_usability/wizard/__init__.py
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@@ -1,3 +1,3 @@
# -*- coding: utf-8 -*-
from . import crm_make_sale
from . import crm_lead_lost

29
sale_crm_usability/wizard/crm_lead_lost.py Normal file
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@@ -0,0 +1,29 @@
# -*- coding: utf-8 -*-
# © 2017 Akretion (http://www.akretion.com)
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
# @author Alexis de Lattre <alexis.delattre@akretion.com>
from odoo import models, fields, api, _
class CrmLeadLost(models.TransientModel):
_inherit = 'crm.lead.lost'
cancel_quotes = fields.Boolean(
string='Cancel Related Quotations', default=True)
@api.multi
def action_lost_reason_apply(self):
assert self._context.get('active_model') == 'crm.lead', 'wrong model'
leads = self.env['crm.lead'].browse(self._context.get('active_ids'))
if self.cancel_quotes and leads:
quotes = self.env['sale.order'].search([
('opportunity_id', 'in', leads.ids),
('state', 'in', ('draft', 'sent')),
])
if quotes:
quotes.action_cancel()
quotes.message_post(_(
"Quotation automatically cancelled upon marking "
"the related opportunity as lost."))
return super(CrmLeadLost, self).action_lost_reason_apply()

22
sale_crm_usability/wizard/crm_lead_lost_view.xml Normal file
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@@ -0,0 +1,22 @@
<?xml version="1.0" encoding="utf-8"?>
<!--
© 2017 Akretion (Alexis de Lattre <alexis.delattre@akretion.com>)
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
-->
<odoo>
<record id="crm_lead_lost_view_form" model="ir.ui.view">
<field name="name">sale_crm_usability.crm.lead.lost.form</field>
<field name="model">crm.lead.lost</field>
<field name="inherit_id" ref="crm.crm_lead_lost_view_form"/>
<field name="arch" type="xml">
<field name="lost_reason_id" position="after">
<field name="cancel_quotes"/>
</field>
</field>
</record>
</odoo>

22
sale_crm_usability/wizard/crm_make_sale.py
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@@ -1,22 +0,0 @@
# -*- coding: utf-8 -*-
# © 2016 Akretion (http://www.akretion.com)
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
# @author Alexis de Lattre <alexis.delattre@akretion.com>
from openerp import models, api
class CrmMakeSale(models.TransientModel):
_inherit = 'crm.make.sale'
@api.multi
def makeOrder(self):
# the button to start this wizard is only available in form view
# This code should be updated when we will have a _prepare method
# in the create of the sale order
self.ensure_one()
value = super(CrmMakeSale, self).makeOrder()
if value.get('res_model') == 'sale.order' and value.get('res_id'):
so = self.env['sale.order'].browse(value['res_id'])
so.lead_id = self._context.get('active_id')
return value