[18.0][MIG] srm: Migration to 18.0

srm/README.rst

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+============
+SRM
+============
+
+.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github
+    :target: https://github.com/OCA/crm/tree/14.0/crm_location
+    :alt: OCA/crm
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/crm-14-0/crm-14-0-srm
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
+    :target: https://runbot.odoo-community.org/runbot/111/14.0
+    :alt: Try me on Runbot
+
+|badge1| |badge2| |badge3| |badge4| |badge5| 
+
+This module allows the usage of crm module to manage leads coming from suppliers. 
+The flow is similar to CRM. The main change is that leads be generated from customer or supplier request type. 
+For suplier requests leads can be converted in purchases.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Installation
+============
+
+To install this module, you need:
+
+* crm
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us smashing it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/crm/issues/new?body=module:%20srm%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+~~~~~~~
+
+* Camptocmap
+
+Contributors
+~~~~~~~~~~~~
+
+* Telmo Santos <telmo.santos@camptocamp.com>
+
+Maintainers
+~~~~~~~~~~~
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/14.0/srm>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

srm/__init__.py

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+from . import models
+from . import wizard

srm/__manifest__.py

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+# Copyright 2022 Telmo Santos <telmo.santos@camptocamp.com>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
+
+
+{
+    "name": "SRM",
+    "version": "18.0.1.0.0",
+    "author": "Camptocamp, Odoo Community Association (OCA)",
+    "summary": "Use CRM model for suppliers",
+    "license": "AGPL-3",
+    "category": "CRM",
+    "depends": [
+        "account",
+        "crm",
+        "sale_crm",
+        "purchase",
+    ],
+    "website": "https://github.com/OCA/crm",
+    "data": [
+        "security/ir.model.access.csv",
+        "views/srm_menu_views.xml",
+        "views/srm_lead_views.xml",
+        "views/crm_lead_views.xml",
+        "views/purchase_views.xml",
+        "wizard/srm_opportunity_to_rfq_views.xml",
+    ],
+    "installable": True,
+}

srm/models/__init__.py

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+from . import crm_lead
+from . import crm_team
+from . import purchase

srm/models/crm_lead.py

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+# Copyright 2022 Telmo Santos <telmo.santos@camptocamp.com>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
+
+from odoo import api, fields, models
+
+
+class CrmLead(models.Model):
+    _inherit = "crm.lead"
+
+    request_type = fields.Selection(
+        [
+            ("customer", "Customer Lead"),
+            ("supplier", "Supplier Lead"),
+        ],
+    )
+    purchase_amount_total = fields.Monetary(
+        compute="_compute_purchase_data",
+        string="Sum of Purchase Orders",
+        help="Untaxed Total of Confirmed Orders",
+        currency_field="company_currency",
+    )
+    request_for_quotation_count = fields.Integer(
+        compute="_compute_purchase_data", string="Number of Request for Quotations"
+    )
+    purchase_order_count = fields.Integer(
+        compute="_compute_purchase_data", string="Number of Purchase Orders"
+    )
+    purchase_order_ids = fields.One2many(
+        "purchase.order", "opportunity_id", string="Purchase Orders"
+    )
+
+    @api.depends(
+        "order_ids.state",
+        "order_ids.currency_id",
+        "order_ids.amount_untaxed",
+        "order_ids.date_order",
+        "order_ids.company_id",
+    )
+    def _compute_purchase_data(self):
+        for lead in self:
+            total = 0.0
+            rfq_cnt = 0
+            purchase_order_cnt = 0
+            company_currency = lead.company_currency or self.env.company.currency_id
+            for order in lead.purchase_order_ids:
+                if order.state in ("draft", "sent"):
+                    rfq_cnt += 1
+                if order.state not in ("draft", "sent", "cancel"):
+                    purchase_order_cnt += 1
+                    total += order.currency_id._convert(
+                        order.amount_untaxed,
+                        company_currency,
+                        order.company_id,
+                        order.date_order or fields.Date.today(),
+                    )
+            lead.purchase_amount_total = total
+            lead.request_for_quotation_count = rfq_cnt
+            lead.purchase_order_count = purchase_order_cnt
+
+    def _create_customer(self):
+        """It can be a customer or supplier depending on lead request type"""
+        self = self.with_context(res_partner_search_mode=self.request_type)
+        return super()._create_customer()
+
+    def action_lead_rfq_new(self):
+        if not self.partner_id:
+            return self.env["ir.actions.actions"]._for_xml_id(
+                "srm.srm_rfq_partner_action"
+            )
+        else:
+            return self.action_rfq_new()
+
+    def action_rfq_new(self):
+        action = self.env["ir.actions.actions"]._for_xml_id("srm.action_lead_rfq_new")
+        action["context"] = {
+            "default_partner_id": self.partner_id.id,
+            "default_opportunity_id": self.id,
+        }
+        if self.user_id:
+            action["context"]["default_user_id"] = self.user_id.id
+        return action

srm/models/crm_team.py

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+# Copyright 2022 Telmo Santos <telmo.santos@camptocamp.com>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
+
+from odoo import api, models
+
+
+class Team(models.Model):
+    _inherit = "crm.team"
+
+    @api.model
+    def action_your_pipeline(self):
+        action = super().action_your_pipeline()
+        request_type = self.env.context.get("request_type")
+        if request_type:
+            action["domain"] = (
+                f"[('type','=','opportunity'), ('request_type', '=', '{request_type}')]"
+            )
+            action["context"]["default_request_type"] = request_type
+        return action

srm/models/purchase.py

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+# Copyright 2022 Telmo Santos <telmo.santos@camptocamp.com>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
+
+from odoo import fields, models
+
+
+class PurchaseOrder(models.Model):
+    _inherit = "purchase.order"
+
+    opportunity_id = fields.Many2one(
+        "crm.lead",
+        string="Opportunity",
+        check_company=True,
+        domain="[('type', '=', 'opportunity'), ('request_type', '=', 'supplier'), '|', ('company_id', '=', False), ('company_id', '=', company_id)]",  # noqa
+    )

srm/pyproject.toml

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+[build-system]
+requires = ["whool"]
+build-backend = "whool.buildapi"

srm/security/ir.model.access.csv

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+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_srm_rfq_partner,access.srm.rfq.partner,model_srm_rfq_partner,purchase.group_purchase_user,1,1,1,0

srm/views/crm_lead_views.xml

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+<?xml version="1.0" ?>
+<odoo>
+    <record id="crm.action_your_pipeline" model="ir.actions.server">
+        <field
+            name="code"
+        >action = model.with_context(request_type='customer').action_your_pipeline()</field>
+    </record>
+
+    <record id="crm.crm_lead_action_pipeline" model="ir.actions.act_window">
+        <field
+            name="domain"
+        >[('type','=','opportunity'),('request_type','in',(False,'customer'))]</field>
+        <field name="context">{
+                'default_type': 'opportunity',
+                'default_request_type': 'customer',
+                'search_default_assigned_to_me': 1,
+        }</field>
+    </record>
+</odoo>

srm/views/purchase_views.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+    <record id="purchase_order_form" model="ir.ui.view">
+        <field name="name">purchase.order.form</field>
+        <field name="model">purchase.order</field>
+        <field name="inherit_id" ref="purchase.purchase_order_form" />
+        <field name="arch" type="xml">
+            <field name="company_id" position="after">
+                <field name="opportunity_id" />
+            </field>
+        </field>
+    </record>
+</odoo>