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