Merge PR #497 into 16.0

Signed-off-by pedrobaeza

crm_salesperson_planner_sale/README.rst

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+============================
+Crm Salesperson Planner Sale
+============================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:c9fb35c0e00b295b492cd7e894041986aa3304d7ec4a1affe6042381193bf329
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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/16.0/crm_salesperson_planner_sale
+    :alt: OCA/crm
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_salesperson_planner_sale
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=16.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module allows you to manage sales from commercial visits.
+You can create Sales Quotations from visits and check the related ones.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+* Go to any "Validated" or "Visited" visit.
+* Click "New Quotation" button or click in the smart button "Quotation" and create a quotation.
+
+In the Quotation or Sale Order you will have a new field that is related to the salesperson visit.
+
+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 to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_salesperson_planner_sale%0Aversion:%2016.0%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
+~~~~~~~
+
+* Sygel Technology
+* Tecnativa
+
+Contributors
+~~~~~~~~~~~~
+
+* `Sygel <https://www.sygel.es>`__:
+
+  * Valentin Vinagre
+
+* `Tecnativa <https://www.tecnativa.com>`_:
+
+  * Víctor Martínez
+
+* `Pesol <https://www.pesol.es>`__:
+
+  * Gerardo Marin Parra <[email protected]>
+
+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/16.0/crm_salesperson_planner_sale>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

crm_salesperson_planner_sale/__init__.py

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+# Copyright 2021 Sygel - Valentin Vinagre
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
+
+from . import models

crm_salesperson_planner_sale/__manifest__.py

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+# Copyright 2021 Sygel - Valentin Vinagre
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
+{
+    "name": "Crm Salesperson Planner Sale",
+    "version": "16.0.1.0.0",
+    "development_status": "Beta",
+    "category": "Customer Relationship Management",
+    "author": "Sygel Technology, Tecnativa, Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/crm",
+    "license": "AGPL-3",
+    "depends": ["crm_salesperson_planner", "sale"],
+    "data": [
+        "views/sale_order_views.xml",
+        "views/crm_salesperson_planner_visit_views.xml",
+    ],
+    "installable": True,
+}

crm_salesperson_planner_sale/i18n/crm_salesperson_planner_sale.pot

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* crm_salesperson_planner_sale
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 15.0\n"
+"Report-Msgid-Bugs-To: \n"
+"Last-Translator: \n"
+"Language-Team: \n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: \n"
+
+#. module: crm_salesperson_planner_sale
+#: model_terms:ir.ui.view,arch_db:crm_salesperson_planner_sale.crm_salesperson_planner_visit_sale_form_view
+msgid "New Quotation"
+msgstr ""
+
+#. module: crm_salesperson_planner_sale
+#: model:ir.model.fields,field_description:crm_salesperson_planner_sale.field_crm_salesperson_planner_visit__quotation_count
+msgid "Number of Quotations"
+msgstr ""
+
+#. module: crm_salesperson_planner_sale
+#: model:ir.model.fields,field_description:crm_salesperson_planner_sale.field_crm_salesperson_planner_visit__sale_order_count
+msgid "Number of Sale Orders"
+msgstr ""
+
+#. module: crm_salesperson_planner_sale
+#: model:ir.model.fields,field_description:crm_salesperson_planner_sale.field_crm_salesperson_planner_visit__order_ids
+#: model_terms:ir.ui.view,arch_db:crm_salesperson_planner_sale.crm_salesperson_planner_visit_sale_form_view
+msgid "Orders"
+msgstr ""
+
+#. module: crm_salesperson_planner_sale
+#: model:ir.actions.act_window,name:crm_salesperson_planner_sale.crm_salesperson_visit_action_quotation_new
+msgid "Quotation"
+msgstr ""
+
+#. module: crm_salesperson_planner_sale
+#: model_terms:ir.ui.view,arch_db:crm_salesperson_planner_sale.crm_salesperson_planner_visit_sale_form_view
+msgid "Quotations"
+msgstr ""
+
+#. module: crm_salesperson_planner_sale
+#: model:ir.model,name:crm_salesperson_planner_sale.model_sale_order
+msgid "Sales Order"
+msgstr ""
+
+#. module: crm_salesperson_planner_sale
+#: model:ir.model,name:crm_salesperson_planner_sale.model_crm_salesperson_planner_visit
+msgid "Salesperson Planner Visit"
+msgstr ""
+
+#. module: crm_salesperson_planner_sale
+#: model:ir.model.fields,field_description:crm_salesperson_planner_sale.field_sale_order__visit_id
+msgid "Visit"
+msgstr ""

crm_salesperson_planner_sale/i18n/es.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* crm_salesperson_planner_sale
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 13.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2022-11-30 13:07+0000\n"
+"PO-Revision-Date: 2022-11-30 14:07+0100\n"
+"Last-Translator: \n"
+"Language-Team: \n"
+"Language: es\n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: 8bit\n"
+"Plural-Forms: \n"
+"X-Generator: Poedit 3.0.1\n"
+
+#. module: crm_salesperson_planner_sale
+#: model_terms:ir.ui.view,arch_db:crm_salesperson_planner_sale.crm_salesperson_planner_visit_sale_form_view
+msgid "New Quotation"
+msgstr "Nuevo presupuesto"
+
+#. module: crm_salesperson_planner_sale
+#: model:ir.model.fields,field_description:crm_salesperson_planner_sale.field_crm_salesperson_planner_visit__quotation_count
+msgid "Number of Quotations"
+msgstr "Nº de presupuestos"
+
+#. module: crm_salesperson_planner_sale
+#: model:ir.model.fields,field_description:crm_salesperson_planner_sale.field_crm_salesperson_planner_visit__sale_order_count
+msgid "Number of Sale Orders"
+msgstr "Nº de ordenes de venta"
+
+#. module: crm_salesperson_planner_sale
+#: model:ir.model.fields,field_description:crm_salesperson_planner_sale.field_crm_salesperson_planner_visit__order_ids
+#: model_terms:ir.ui.view,arch_db:crm_salesperson_planner_sale.crm_salesperson_planner_visit_sale_form_view
+msgid "Orders"
+msgstr "Ventas"
+
+#. module: crm_salesperson_planner_sale
+#: model:ir.actions.act_window,name:crm_salesperson_planner_sale.crm_salesperson_visit_action_quotation_new
+msgid "Quotation"
+msgstr "Presupuesto"
+
+#. module: crm_salesperson_planner_sale
+#: model_terms:ir.ui.view,arch_db:crm_salesperson_planner_sale.crm_salesperson_planner_visit_sale_form_view
+msgid "Quotations"
+msgstr "Presupuestos"
+
+#. module: crm_salesperson_planner_sale
+#: model:ir.model,name:crm_salesperson_planner_sale.model_sale_order
+msgid "Sales Order"
+msgstr "Pedido de venta"
+
+#. module: crm_salesperson_planner_sale
+#: model:ir.model,name:crm_salesperson_planner_sale.model_crm_salesperson_planner_visit
+msgid "Salesperson Planner Visit"
+msgstr "Planificador de visitas comerciales"
+
+#. module: crm_salesperson_planner_sale
+#: model:ir.model.fields,field_description:crm_salesperson_planner_sale.field_sale_order__visit_id
+msgid "Visit"
+msgstr "Visita"

crm_salesperson_planner_sale/models/__init__.py

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+# Copyright 2021 Sygel - Valentin Vinagre
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
+
+from . import sale_order
+from . import crm_salesperson_planner_visit

crm_salesperson_planner_sale/models/crm_salesperson_planner_visit.py

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+# Copyright 2021 Sygel - Valentin Vinagre
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
+
+from odoo import api, fields, models
+
+
+class CrmSalespersonPlannerVisit(models.Model):
+    _inherit = "crm.salesperson.planner.visit"
+
+    order_ids = fields.One2many("sale.order", "visit_id", string="Orders")
+    sale_order_count = fields.Integer(
+        compute="_compute_sale_data", string="Number of Sale Orders", store=True
+    )
+    quotation_count = fields.Integer(
+        compute="_compute_sale_data", string="Number of Quotations", store=True
+    )
+
+    @api.depends("order_ids.state")
+    def _compute_sale_data(self):
+        quotation_domain = [
+            ("visit_id", "in", self.ids),
+            ("state", "in", ("draft", "sent")),
+        ]
+        quotation_data = self.env["sale.order"].read_group(
+            domain=quotation_domain, fields=["visit_id"], groupby=["visit_id"]
+        )
+        sale_domain = [
+            ("visit_id", "in", self.ids),
+            ("state", "not in", ("draft", "sent", "cancel")),
+        ]
+        sale_data = self.env["sale.order"].read_group(
+            domain=sale_domain, fields=["visit_id"], groupby=["visit_id"]
+        )
+        mapped_quotation_data = {
+            m["visit_id"][0]: m["visit_id_count"] for m in quotation_data
+        }
+        mapped_sale_data = {m["visit_id"][0]: m["visit_id_count"] for m in sale_data}
+        for sel in self:
+            sel.quotation_count = mapped_quotation_data.get(sel.id, 0)
+            sel.sale_order_count = mapped_sale_data.get(sel.id, 0)
+
+    def _prepare_context_from_action(self):
+        return {
+            "search_default_visit_id": self.id,
+            "default_visit_id": self.id,
+            "search_default_partner_id": self.partner_id.commercial_partner_id.id,
+            "default_partner_id": self.partner_id.commercial_partner_id.id,
+            "default_origin": self.name,
+            "default_company_id": self.company_id.id or self.env.company.id,
+            "default_user_id": self.user_id.id,
+        }
+
+    def action_sale_quotation_new(self):
+        action = self.env["ir.actions.act_window"]._for_xml_id(
+            "crm_salesperson_planner_sale.crm_salesperson_visit_action_quotation_new"
+        )
+        action["context"] = self._prepare_context_from_action()
+        return action
+
+    def action_view_sale_quotation(self):
+        action = self.env["ir.actions.act_window"]._for_xml_id(
+            "sale.action_quotations_with_onboarding"
+        )
+        ctx = self._prepare_context_from_action()
+        ctx.update(search_default_draft=1)
+        action["context"] = ctx
+        action["domain"] = [
+            ("visit_id", "=", self.id),
+            ("state", "in", ("draft", "sent")),
+        ]
+        if self.quotation_count == 1:
+            action["views"] = [(self.env.ref("sale.view_order_form").id, "form")]
+            quotation = self.order_ids.filtered(lambda l: l.state in ("draft", "sent"))
+            action["res_id"] = quotation.id
+        return action
+
+    def action_view_sale_order(self):
+        action = self.env["ir.actions.act_window"]._for_xml_id("sale.action_orders")
+        action["context"] = self._prepare_context_from_action()
+        action["domain"] = [
+            ("visit_id", "=", self.id),
+            ("state", "not in", ("draft", "sent", "cancel")),
+        ]
+        if self.sale_order_count == 1:
+            action["views"] = [(self.env.ref("sale.view_order_form").id, "form")]
+            order = self.order_ids.filtered(
+                lambda l: l.state not in ("draft", "sent", "cancel")
+            )
+            action["res_id"] = order.id
+        return action

crm_salesperson_planner_sale/models/sale_order.py

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+# Copyright 2021 Sygel - Valentin Vinagre
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
+
+from odoo import fields, models
+
+
+class SaleOrder(models.Model):
+    _inherit = "sale.order"
+
+    visit_id = fields.Many2one(
+        comodel_name="crm.salesperson.planner.visit",
+        string="Visit",
+        check_company=True,
+        domain="[('partner_id', 'child_of', partner_id),"
+        " '|', ('company_id', '=', False), ('company_id', '=', company_id)]",
+    )

crm_salesperson_planner_sale/readme/CONTRIBUTORS.rst

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+* `Sygel <https://www.sygel.es>`__:
+
+  * Valentin Vinagre
+
+* `Tecnativa <https://www.tecnativa.com>`_:
+
+  * Víctor Martínez
+
+* `Pesol <https://www.pesol.es>`__:
+
+  * Gerardo Marin Parra <[email protected]>

crm_salesperson_planner_sale/readme/DESCRIPTION.rst

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+This module allows you to manage sales from commercial visits.
+You can create Sales Quotations from visits and check the related ones.

crm_salesperson_planner_sale/readme/USAGE.rst

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+* Go to any "Validated" or "Visited" visit.
+* Click "New Quotation" button or click in the smart button "Quotation" and create a quotation.
+
+In the Quotation or Sale Order you will have a new field that is related to the salesperson visit.