From e22badc605fd02fabd9b90b41da26237a4dd1c19 Mon Sep 17 00:00:00 2001
From: Alexis de Lattre <alexis.delattre@akretion.com>
Date: Thu, 7 Nov 2024 17:18:57 +0100
Subject: [PATCH] Add module sale_agent

---
 sale_agent/__init__.py                      |  1 +
 sale_agent/__manifest__.py                  | 22 ++++++++
 sale_agent/models/__init__.py               |  5 ++
 sale_agent/models/account_invoice_report.py | 15 ++++++
 sale_agent/models/account_move.py           | 21 ++++++++
 sale_agent/models/res_partner.py            | 15 ++++++
 sale_agent/models/sale_order.py             | 26 +++++++++
 sale_agent/models/sale_report.py            | 16 ++++++
 sale_agent/views/account_invoice_report.xml | 21 ++++++++
 sale_agent/views/account_move.xml           | 48 +++++++++++++++++
 sale_agent/views/res_partner.xml            | 55 +++++++++++++++++++
 sale_agent/views/sale_order.xml             | 59 +++++++++++++++++++++
 sale_agent/views/sale_report.xml            | 26 +++++++++
 13 files changed, 330 insertions(+)
 create mode 100644 sale_agent/__init__.py
 create mode 100644 sale_agent/__manifest__.py
 create mode 100644 sale_agent/models/__init__.py
 create mode 100644 sale_agent/models/account_invoice_report.py
 create mode 100644 sale_agent/models/account_move.py
 create mode 100644 sale_agent/models/res_partner.py
 create mode 100644 sale_agent/models/sale_order.py
 create mode 100644 sale_agent/models/sale_report.py
 create mode 100644 sale_agent/views/account_invoice_report.xml
 create mode 100644 sale_agent/views/account_move.xml
 create mode 100644 sale_agent/views/res_partner.xml
 create mode 100644 sale_agent/views/sale_order.xml
 create mode 100644 sale_agent/views/sale_report.xml

diff --git a/sale_agent/__init__.py b/sale_agent/__init__.py
new file mode 100644
index 0000000..0650744
--- /dev/null
+++ b/sale_agent/__init__.py
@@ -0,0 +1 @@
+from . import models
diff --git a/sale_agent/__manifest__.py b/sale_agent/__manifest__.py
new file mode 100644
index 0000000..cb695c9
--- /dev/null
+++ b/sale_agent/__manifest__.py
@@ -0,0 +1,22 @@
+# Copyright 2024 Akretion (http://www.akretion.com)
+# @author Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    'name': 'Sale Agent',
+    'version': '16.0.1.0.0',
+    'category': 'Sales',
+    'license': 'AGPL-3',
+    'summary': 'Add agent on partner, sale order and customer invoice/refund',
+    'author': 'Akretion',
+    'website': 'https://github.com/akretion/odoo-usability',
+    'depends': ['sale'],
+    'data': [
+        "views/res_partner.xml",
+        "views/sale_order.xml",
+        "views/sale_report.xml",
+        "views/account_move.xml",
+        "views/account_invoice_report.xml",
+        ],
+    'installable': True,
+}
diff --git a/sale_agent/models/__init__.py b/sale_agent/models/__init__.py
new file mode 100644
index 0000000..6dd4239
--- /dev/null
+++ b/sale_agent/models/__init__.py
@@ -0,0 +1,5 @@
+from . import res_partner
+from . import sale_order
+from . import sale_report
+from . import account_move
+from . import account_invoice_report
diff --git a/sale_agent/models/account_invoice_report.py b/sale_agent/models/account_invoice_report.py
new file mode 100644
index 0000000..e34b6b4
--- /dev/null
+++ b/sale_agent/models/account_invoice_report.py
@@ -0,0 +1,15 @@
+# Copyright 2024 Akretion France (https://www.akretion.com)
+# @author Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class AccountInvoiceReport(models.Model):
+    _inherit = "account.invoice.report"
+
+    invoice_agent_id = fields.Many2one("res.partner", string="Agent", readonly=True)
+
+    def _select(self):
+        select_str = super()._select()
+        return f"{select_str}, move.invoice_agent_id AS invoice_agent_id"
diff --git a/sale_agent/models/account_move.py b/sale_agent/models/account_move.py
new file mode 100644
index 0000000..4ca7630
--- /dev/null
+++ b/sale_agent/models/account_move.py
@@ -0,0 +1,21 @@
+# Copyright 2024 Akretion France (https://www.akretion.com/)
+# @author: Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+
+
+class AccountMove(models.Model):
+    _inherit = 'account.move'
+
+    invoice_agent_id = fields.Many2one(
+        'res.partner', domain=[('agent', '=', True)], ondelete='restrict', string="Agent",
+        compute='_compute_invoice_agent_id', store=True, readonly=False, precompute=True)
+
+    @api.depends('partner_id', 'move_type')
+    def _compute_invoice_agent_id(self):
+        for move in self:
+            if move.is_sale_document() and move.partner_id:
+                move.invoice_agent_id = move.partner_id.commercial_partner_id.agent_id.id or False
+            else:
+                move.invoice_agent_id = False
diff --git a/sale_agent/models/res_partner.py b/sale_agent/models/res_partner.py
new file mode 100644
index 0000000..424fab2
--- /dev/null
+++ b/sale_agent/models/res_partner.py
@@ -0,0 +1,15 @@
+# Copyright 2024 Akretion France (https://www.akretion.com/)
+# @author: Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class ResPartner(models.Model):
+    _inherit = 'res.partner'
+
+    agent = fields.Boolean()
+    # agent_id is only displayed on parent partner
+    # on sale.order and invoice, it uses commercial_partner_id.agent_id.id
+    agent_id = fields.Many2one(
+        'res.partner', domain=[('agent', '=', True)], ondelete='restrict', copy=False)
diff --git a/sale_agent/models/sale_order.py b/sale_agent/models/sale_order.py
new file mode 100644
index 0000000..5c832cb
--- /dev/null
+++ b/sale_agent/models/sale_order.py
@@ -0,0 +1,26 @@
+# Copyright 2024 Akretion France (https://www.akretion.com/)
+# @author: Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import api, fields, models
+
+
+class SaleOrder(models.Model):
+    _inherit = 'sale.order'
+
+    agent_id = fields.Many2one(
+        'res.partner', domain=[('agent', '=', True)], ondelete='restrict',
+        compute='_compute_agent_id', store=True, readonly=False, precompute=True)
+
+    @api.depends('partner_id')
+    def _compute_agent_id(self):
+        for order in self:
+            if order.partner_id:
+                order.agent_id = order.partner_id.commercial_partner_id.agent_id.id or False
+            else:
+                order.agent_id = False
+
+    def _prepare_invoice(self):
+        vals = super()._prepare_invoice()
+        vals['invoice_agent_id'] = self.agent_id.id or False
+        return vals
diff --git a/sale_agent/models/sale_report.py b/sale_agent/models/sale_report.py
new file mode 100644
index 0000000..ffd2db6
--- /dev/null
+++ b/sale_agent/models/sale_report.py
@@ -0,0 +1,16 @@
+# Copyright 2024 Akretion France (https://www.akretion.com)
+# @author Alexis de Lattre <alexis.delattre@akretion.com>
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class SaleReport(models.Model):
+    _inherit = "sale.report"
+
+    agent_id = fields.Many2one("res.partner", readonly=True)
+
+    def _select_additional_fields(self):
+        res = super()._select_additional_fields()
+        res["agent_id"] = "s.agent_id"
+        return res
diff --git a/sale_agent/views/account_invoice_report.xml b/sale_agent/views/account_invoice_report.xml
new file mode 100644
index 0000000..90169c6
--- /dev/null
+++ b/sale_agent/views/account_invoice_report.xml
@@ -0,0 +1,21 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<!--
+  Copyright 2024 Akretion France (http://www.akretion.com/)
+  @author: Alexis de Lattre <alexis.delattre@akretion.com>
+  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+-->
+<odoo>
+    <record id="view_account_invoice_report_search" model="ir.ui.view">
+        <field name="name">agent.account.invoice.report.search</field>
+        <field name="model">account.invoice.report</field>
+        <field name="inherit_id" ref="account.view_account_invoice_report_search" />
+        <field name="arch" type="xml">
+            <field name="invoice_user_id" position="after">
+                <field name="invoice_agent_id" />
+            </field>
+            <filter name="user" position="after">
+                <filter string="Agent" name="invoice_agent_groupby" context="{'group_by': 'invoice_agent_id'}" />
+            </filter>
+        </field>
+    </record>
+</odoo>
diff --git a/sale_agent/views/account_move.xml b/sale_agent/views/account_move.xml
new file mode 100644
index 0000000..7a952d6
--- /dev/null
+++ b/sale_agent/views/account_move.xml
@@ -0,0 +1,48 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+  Copyright 2024 Akretion France (http://www.akretion.com/)
+  @author: Alexis de Lattre <alexis.delattre@akretion.com>
+  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+-->
+
+<odoo>
+
+
+<record id="view_move_form" model="ir.ui.view">
+    <field name="name">agent.account.move.form</field>
+    <field name="model">account.move</field>
+    <field name="inherit_id" ref="account.view_move_form"/>
+    <field name="arch" type="xml">
+        <field name="invoice_user_id" position="after">
+            <field name="invoice_agent_id"/>
+        </field>
+    </field>
+</record>
+
+<record id="view_invoice_tree" model="ir.ui.view">
+    <field name="name">agent.account.move.tree</field>
+    <field name="model">account.move</field>
+    <field name="inherit_id" ref="account.view_invoice_tree"/>
+    <field name="arch" type="xml">
+        <field name="invoice_user_id" position="after">
+            <field name="invoice_agent_id" optional="hide"/>
+        </field>
+    </field>
+</record>
+
+<record id="view_account_invoice_filter" model="ir.ui.view">
+    <field name="name">agent.account.move.search</field>
+    <field name="model">account.move</field>
+    <field name="inherit_id" ref="account.view_account_invoice_filter"/>
+    <field name="arch" type="xml">
+        <field name="invoice_user_id" position="after">
+            <field name="invoice_agent_id"/>
+        </field>
+        <filter name="salesperson" position="after">
+            <filter name="invoice_agent_groupby" string="Agent" context="{'group_by': 'invoice_agent_id'}"/>
+        </filter>
+    </field>
+</record>
+
+
+</odoo>
diff --git a/sale_agent/views/res_partner.xml b/sale_agent/views/res_partner.xml
new file mode 100644
index 0000000..a13a7c3
--- /dev/null
+++ b/sale_agent/views/res_partner.xml
@@ -0,0 +1,55 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+  Copyright 2024 Akretion France (http://www.akretion.com/)
+  @author: Alexis de Lattre <alexis.delattre@akretion.com>
+  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+-->
+
+<odoo>
+
+
+<record id="view_partner_form" model="ir.ui.view">
+    <field name="name">agent.res.partner.form</field>
+    <field name="model">res.partner</field>
+    <field name="inherit_id" ref="base.view_partner_form"/>
+    <field name="arch" type="xml">
+        <xpath expr="//page[@name='sales_purchases']//group[@name='sale']/field[@name='user_id']" name="user_id" position="after">
+            <field name="agent_id" attrs="{'invisible': [('parent_id', '!=', False)]}"/>
+        </xpath>
+        <group name="misc" position="inside">
+            <field name="agent"/>
+        </group>
+    </field>
+</record>
+
+<record id="view_partner_tree" model="ir.ui.view">
+    <field name="name">agent.res.partner.tree</field>
+    <field name="model">res.partner</field>
+    <field name="inherit_id" ref="base.view_partner_tree"/>
+    <field name="arch" type="xml">
+        <field name="user_id" position="after">
+            <field name="agent_id" optional="hide"/>
+        </field>
+    </field>
+</record>
+
+<record id="view_res_partner_filter" model="ir.ui.view">
+    <field name="name">agent.res.partner.search</field>
+    <field name="model">res.partner</field>
+    <field name="inherit_id" ref="base.view_res_partner_filter"/>
+    <field name="arch" type="xml">
+        <field name="user_id" position="after">
+            <field name="agent_id"/>
+        </field>
+        <filter name="type_company" position="after">
+            <separator/>
+            <filter name="agent" string="Agents" domain="[('agent', '=', True)]"/>
+        </filter>
+        <filter name="salesperson" position="after">
+            <filter name="agent_groupby" string="Agent" context="{'group_by': 'agent_id'}"/>
+        </filter>
+    </field>
+</record>
+
+
+</odoo>
diff --git a/sale_agent/views/sale_order.xml b/sale_agent/views/sale_order.xml
new file mode 100644
index 0000000..a5034bd
--- /dev/null
+++ b/sale_agent/views/sale_order.xml
@@ -0,0 +1,59 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+  Copyright 2024 Akretion France (http://www.akretion.com/)
+  @author: Alexis de Lattre <alexis.delattre@akretion.com>
+  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+-->
+
+<odoo>
+
+
+<record id="view_order_form" model="ir.ui.view">
+    <field name="name">agent.sale.order.form</field>
+    <field name="model">sale.order</field>
+    <field name="inherit_id" ref="sale.view_order_form"/>
+    <field name="arch" type="xml">
+        <field name="user_id" position="after">
+            <field name="agent_id"/>
+        </field>
+    </field>
+</record>
+
+<record id="view_quotation_tree" model="ir.ui.view">
+    <field name="name">agent.sale.order.tree</field>
+    <field name="model">sale.order</field>
+    <field name="inherit_id" ref="sale.view_quotation_tree"/>
+    <field name="arch" type="xml">
+        <field name="user_id" position="after">
+            <field name="agent_id" optional="hide"/>
+        </field>
+    </field>
+</record>
+
+<record id="view_order_tree" model="ir.ui.view">
+    <field name="name">agent.sale.order.tree</field>
+    <field name="model">sale.order</field>
+    <field name="inherit_id" ref="sale.view_order_tree"/>
+    <field name="arch" type="xml">
+        <field name="user_id" position="after">
+            <field name="agent_id" optional="hide"/>
+        </field>
+    </field>
+</record>
+
+<record id="view_sales_order_filter" model="ir.ui.view">
+    <field name="name">agent.sale.order.search</field>
+    <field name="model">sale.order</field>
+    <field name="inherit_id" ref="sale.view_sales_order_filter"/>
+    <field name="arch" type="xml">
+        <field name="user_id" position="after">
+            <field name="agent_id"/>
+        </field>
+        <filter name="salesperson" position="after">
+            <filter name="agent_groupby" string="Agent" context="{'group_by': 'agent_id'}"/>
+        </filter>
+    </field>
+</record>
+
+
+</odoo>
diff --git a/sale_agent/views/sale_report.xml b/sale_agent/views/sale_report.xml
new file mode 100644
index 0000000..35246c7
--- /dev/null
+++ b/sale_agent/views/sale_report.xml
@@ -0,0 +1,26 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!--
+  Copyright 2024 Akretion France (http://www.akretion.com/)
+  @author: Alexis de Lattre <alexis.delattre@akretion.com>
+  License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+-->
+
+<odoo>
+
+
+<record id="view_order_product_search" model="ir.ui.view">
+    <field name="name">agent.sale.report.form</field>
+    <field name="model">sale.report</field>
+    <field name="inherit_id" ref="sale.view_order_product_search"/>
+    <field name="arch" type="xml">
+        <field name="user_id" position="after">
+            <field name="agent_id"/>
+        </field>
+        <filter name="User" position="after">
+            <filter name="agent_groupby" string="Agent" context="{'group_by': 'agent_id'}"/>
+        </filter>
+    </field>
+</record>
+
+
+</odoo>