Merge: manage holding currency on sales and leads

BSRTL-199

HISTORY.rst

@@ -23,6 +23,8 @@ Latest (unreleased)
 **Features and Improvements**
 
 * SO change validation button visibility/process given product_category
+* SO & crm.lead holding_amount_currency in tree view. Can be used as measure
+* Add module 'sale_company_currency'
 
 **Bugfixes**
 

odoo/local-src/specific_crm/models/crm_lead.py

@@ -53,6 +53,20 @@ class CrmLead(models.Model):
         index=True,
         track_visibility='onchange',
     )
+    holding_currency_id = fields.Many2one(
+        'res.currency',
+        string='Holding Currency',
+        required=True,
+        default=lambda self: self.env.ref('base.EUR'),
+        readonly=True,
+    )
+    holding_currency_amount = fields.Monetary(
+        string='Holding Currency Amount',
+        compute='_compute_holding_currency_amount',
+        readonly=True,
+        currency_field='holding_currency_id',
+        store=True,
+    )
 
     @api.model
     def _message_get_auto_subscribe_fields(self, updated_fields,
@@ -68,6 +82,14 @@ def _message_get_auto_subscribe_fields(self, updated_fields,
             auto_follow_fields=list(auto_follow_fields),
         )
 
+    @api.multi
+    @api.depends('planned_revenue', 'holding_currency_id')
+    def _compute_holding_currency_amount(self):
+        for lead in self:
+            lead.holding_currency_amount = lead.company_currency.with_context(
+                date=lead.date_action_last).compute(
+                lead.planned_revenue, lead.holding_currency_id)
+
     @api.onchange('team_id')
     def onchange_team_id(self):
         if self.team_id:

odoo/local-src/specific_crm/views/crm_lead_view.xml

@@ -55,4 +55,18 @@
 
         </field>
     </record>
+
+    <record id="crm_case_tree_view_oppor_roctool" model="ir.ui.view">
+        <field name="name">crm.lead.tree.opportunity.holding</field>
+        <field name="model">crm.lead</field>
+        <field name="priority">20</field>
+        <field name="inherit_id" ref="crm.crm_case_tree_view_oppor"/>
+        <field name="arch" type="xml">
+            <xpath expr="//field[@name='planned_revenue']" position="after">
+                <field name="holding_currency_id" invisible="True"/>
+                <field name="holding_currency_amount" widget="monetary" sum="Total"/>
+            </xpath>
+        </field>
+    </record>
+
 </odoo>

odoo/local-src/specific_sale/models/sale_order.py

@@ -69,6 +69,20 @@ class SaleOrder(models.Model):
         compute='_compute_validation_required',
         readonly=True,
     )
+    holding_currency_id = fields.Many2one(
+        'res.currency',
+        string='Holding Currency',
+        required=True,
+        default=lambda self: self.env.ref('base.EUR'),
+        readonly=True,
+    )
+    holding_currency_amount = fields.Monetary(
+        string='Holding Currency Amount',
+        compute='_compute_holding_currency_amount',
+        readonly=True,
+        currency_field='holding_currency_id',
+        store=True,
+    )
 
     @api.model
     def _setup_fields(self, partial):
@@ -139,6 +153,17 @@ def _compute_validation_required(self):
                 if (cat.process_validation_required and
                         not so.process_validation_id):
                     so.process_validation_required = True
+    @api.multi
+    @api.depends('amount_total', 'holding_currency_id')
+    def _compute_holding_currency_amount(self):
+        for so in self:
+            if so.state in ('sale', 'done'):
+                so_date = so.confirmation_date
+            else:
+                so_date = so.date_order
+            so.holding_currency_amount = so.currency_id.with_context(
+                date=so_date).compute(
+                so.amount_total, so.holding_currency_id)
 
     @api.onchange('opportunity_id')
     def onchange_opportunity_id(self):

odoo/local-src/specific_sale/views/sale_order_crm.xml

@@ -93,6 +93,30 @@
     </field>
   </record>
 
+  <record model="ir.ui.view" id="view_quotation_tree_holding">
+    <field name="name">sale.order.tree.holding</field>
+    <field name="model">sale.order</field>
+    <field name="inherit_id" ref="sale.view_quotation_tree"/>
+    <field name="arch" type="xml">
+      <xpath expr="//field[@name='amount_total']" position="after">
+        <field name="holding_currency_id" invisible="True"/>
+        <field name="holding_currency_amount" widget="monetary" sum="Total"/>
+      </xpath>
+    </field>
+  </record>
+
+  <record model="ir.ui.view" id="view_order_tree_holding">
+    <field name="name">sale.order.tree.holding</field>
+    <field name="model">sale.order</field>
+    <field name="inherit_id" ref="sale.view_order_tree"/>
+    <field name="arch" type="xml">
+      <xpath expr="//field[@name='amount_total']" position="after">
+        <field name="holding_currency_id" invisible="True"/>
+        <field name="holding_currency_amount" widget="monetary" sum="Total"/>
+      </xpath>
+    </field>
+  </record>
+
     <record model="ir.ui.view" id="sale_margin_sale_order_line">
         <field name="name">sale.order.line hide cost</field>
         <field name="model">sale.order</field>

odoo/migration.yml

@@ -181,4 +181,6 @@ migration:
     - version: 10.0.15
       addons:
         upgrade:
+          - sale_company_currency
+          - specific_crm
           - specific_sale

odoo/pending-merges.yaml

@@ -23,6 +23,8 @@
     - oca refs/pull/440/head
 #     # port of account_statement_base_import
 #     - oca refs/pull/137/head
+      # new module sale_company_currency
+    - oca refs/pull/425/head
   target: *default_target
 ./external-src/hr:
   remotes: