- when lead is marked as lost, related quotes are cancelled - when you create a lead from a quote, its stage will be "proposition"
90 lines
3.1 KiB
Python
90 lines
3.1 KiB
Python
# -*- coding: utf-8 -*-
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# © 2016 Akretion (http://www.akretion.com)
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
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# @author Alexis de Lattre <alexis.delattre@akretion.com>
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from openerp import models, fields, api, _, workflow
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from openerp.exceptions import Warning as UserError
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class SaleOrder(models.Model):
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_inherit = 'sale.order'
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lead_id = fields.Many2one(
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'crm.lead', string='Opportunity')
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@api.multi
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def action_button_confirm(self):
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res = super(SaleOrder, self).action_button_confirm()
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won_stage = self.env.ref('crm.stage_lead6')
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for order in self:
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if order.lead_id:
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order.lead_id.stage_id = won_stage
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order.lead_id.message_post(_(
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"Stage automatically updated to <i>Won</i> upon "
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"confirmation of the quotation <b>%s</b>" % order.name))
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return res
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class CrmLead(models.Model):
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_inherit = 'crm.lead'
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sale_ids = fields.One2many(
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'sale.order', 'lead_id', string='Quotations', readonly=True)
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@api.multi
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def view_sale_orders(self):
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self.ensure_one()
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if self.sale_ids:
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action = {
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'name': _('Quotations'),
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'type': 'ir.actions.act_window',
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'res_model': 'sale.order',
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'target': 'current',
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'context':
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"{'default_partner_id': %s, 'default_lead_id': %s}" % (
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self.partner_id.id or False, self[0].id),
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}
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if len(self.sale_ids) == 1:
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action.update({
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'view_mode': 'form,tree,calendar,graph',
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'res_id': self.sale_ids[0].id,
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})
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else:
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action.update({
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'view_mode': 'tree,form,calendar,graph',
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'domain': "[('id', 'in', %s)]" % self.sale_ids.ids,
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})
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return action
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else:
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raise UserError(_(
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'There are no quotations linked to this opportunity'))
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@api.model
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def create(self, vals):
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if vals is None:
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vals = {}
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if self._context.get('usability_default_stage_xmlid'):
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stage = self.env.ref(self._context['usability_default_stage_xmlid'])
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vals['stage_id'] = stage.id
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return super(CrmLead, self).create(vals)
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@api.multi
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def case_mark_lost(self):
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"""When opportunity is marked as lost, cancel the related quotations
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I don't inherit the write but the button, because it leaves a waty to
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mask lead as lost and not cancel the quotations
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"""
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res = super(CrmLead, self).case_mark_lost()
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sales = self.env['sale.order'].search([
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('lead_id', 'in', self.ids),
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('state', 'in', ('draft', 'sent'))])
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for so in sales:
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workflow.trg_validate(
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self._uid, 'sale.order', so.id, 'cancel', self._cr)
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so.message_post(_(
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'The related opportunity has been marked as lost, '
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'therefore this quotation has been automatically cancelled.'))
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return res
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