[19.0][MIG] srm: Migration to 19.0

srm/README.rst

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+.. image:: https://odoo-community.org/readme-banner-image
+   :target: https://odoo-community.org/get-involved?utm_source=readme
+   :alt: Odoo Community Association
+
+===
+SRM
+===
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:6e6380a8b3a6c8aa36be3cb6861a190da89e603afaa94e6c982b505f29c5e56f
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Alpha
+.. |badge2| image:: https://img.shields.io/badge/license-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/19.0/srm
+    :alt: OCA/crm
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/crm-19-0/crm-19-0-srm
+    :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=19.0
+    :alt: Try me on Runboat
+
+|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 supplier requests
+leads can be converted in purchases.
+
+.. IMPORTANT::
+   This is an alpha version, the data model and design can change at any time without warning.
+   Only for development or testing purpose, do not use in production.
+   `More details on development status <https://odoo-community.org/page/development-status>`_
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+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:%20srm%0Aversion:%2019.0%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
+-------
+
+* Camptocamp
+
+Contributors
+------------
+
+- Telmo Santos <telmo.santos@camptocamp.com>
+- Vincent Van Rossem <vincent.vanrossem@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/19.0/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 Camptocamp SA
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
+
+{
+    "name": "SRM",
+    "summary": "Use CRM model for suppliers",
+    "version": "19.0.1.0.0",
+    "development_status": "Alpha",
+    "category": "CRM",
+    "website": "https://github.com/OCA/crm",
+    "author": "Camptocamp, Odoo Community Association (OCA)",
+    "license": "AGPL-3",
+    "depends": [
+        "account",
+        "crm",
+        "sale_crm",
+        "purchase",
+    ],
+    "data": [
+        "security/ir.model.access.csv",
+        "views/srm_menu.xml",
+        "views/srm_lead.xml",
+        "views/crm_lead.xml",
+        "views/purchase_order.xml",
+        "wizard/srm_opportunity_to_rfq.xml",
+    ],
+    "installable": True,
+}

srm/models/__init__.py

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+from . import crm_lead
+from . import crm_team
+from . import purchase_order

srm/models/crm_lead.py

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+# Copyright 2022 Camptocamp SA
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
+from collections import defaultdict
+
+from odoo import api, fields, models
+from odoo.fields import Domain
+
+
+class CrmLead(models.Model):
+    _inherit = "crm.lead"
+
+    user_id = fields.Many2one(string="Responsible")
+    team_id = fields.Many2one(string="Team")
+
+    request_type = fields.Selection(
+        selection=[
+            ("customer", "Customer Lead"),
+            ("supplier", "Supplier Lead"),
+        ],
+    )
+    purchase_amount_total = fields.Monetary(
+        compute="_compute_purchase_amount_total",
+        string="Sum of Purchase Orders",
+        help="Untaxed Total of Confirmed Purchase Orders",
+        currency_field="company_currency",
+    )
+    request_for_quotation_count = fields.Integer(
+        compute="_compute_request_for_quotation_count",
+        string="Number of Request for Quotations",
+    )
+    purchase_order_count = fields.Integer(
+        compute="_compute_purchase_order_count", string="Number of Purchase Orders"
+    )
+    purchase_order_ids = fields.One2many(
+        comodel_name="purchase.order",
+        inverse_name="opportunity_id",
+        string="Purchase Orders",
+    )
+
+    def _get_lead_purchase_order_domain(self):
+        return Domain("state", "not in", ("draft", "sent", "cancel"))
+
+    def _get_lead_request_for_quotation_domain(self):
+        return Domain("state", "in", ("draft", "sent"))
+
+    def _get_purchase_order_lead_domain(self):
+        return Domain("opportunity_id", "in", self.ids)
+
+    @api.depends("purchase_order_ids.state")
+    def _compute_purchase_order_count(self):
+        purchase_order_per_lead = {
+            lead.id: count
+            for lead, count in self.env["purchase.order"]._read_group(
+                domain=Domain.AND(
+                    [
+                        self._get_purchase_order_lead_domain(),
+                        self._get_lead_purchase_order_domain(),
+                    ]
+                ),
+                groupby=["opportunity_id"],
+                aggregates=["__count"],
+            )
+        }
+        for lead in self:
+            lead.purchase_order_count = purchase_order_per_lead.get(lead.id, 0)
+
+    @api.depends("purchase_order_ids.state")
+    def _compute_request_for_quotation_count(self):
+        rfq_per_lead = {
+            lead.id: count
+            for lead, count in self.env["purchase.order"]._read_group(
+                domain=Domain.AND(
+                    [
+                        self._get_purchase_order_lead_domain(),
+                        self._get_lead_request_for_quotation_domain(),
+                    ]
+                ),
+                groupby=["opportunity_id"],
+                aggregates=["__count"],
+            )
+        }
+        for lead in self:
+            lead.request_for_quotation_count = rfq_per_lead.get(lead.id, 0)
+
+    @api.depends(
+        "purchase_order_ids.state",
+        "purchase_order_ids.currency_id",
+        "purchase_order_ids.amount_untaxed",
+        "purchase_order_ids.date_order",
+        "purchase_order_ids.company_id",
+    )
+    def _compute_purchase_amount_total(self):
+        amount_per_lead = defaultdict(float)
+
+        for lead, currency, company, date_order, amount in self.env[
+            "purchase.order"
+        ]._read_group(
+            domain=Domain.AND(
+                [
+                    self._get_purchase_order_lead_domain(),
+                    self._get_lead_purchase_order_domain(),
+                ]
+            ),
+            groupby=["opportunity_id", "currency_id", "company_id", "date_order:day"],
+            aggregates=["amount_untaxed:sum"],
+        ):
+            company_currency = lead.company_currency or self.env.company.currency_id
+            amount_per_lead[lead.id] += currency._convert(
+                amount,
+                company_currency,
+                company,
+                date_order or fields.Date.context_today(self),
+            )
+
+        for lead in self:
+            lead.purchase_amount_total = amount_per_lead.get(lead.id, 0.0)
+
+    def _create_customer(self, with_parent=None):
+        """It can be a customer or supplier depending on lead request type"""
+        self.ensure_one()
+        self = self.with_context(res_partner_search_mode=self.request_type)
+        return super()._create_customer(with_parent=with_parent)
+
+    def action_lead_rfq_new(self):
+        self.ensure_one()
+        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):
+        self.ensure_one()
+        action = self.env["ir.actions.actions"]._for_xml_id("srm.action_lead_rfq_new")
+        action["context"] = self._prepare_rfq_context()
+        return action
+
+    def _prepare_rfq_context(self):
+        self.ensure_one()
+        rfq_context = {
+            "default_partner_id": self.partner_id.id,
+            "default_opportunity_id": self.id,
+        }
+        if self.user_id:
+            rfq_context["default_user_id"] = self.user_id.id
+        return rfq_context

srm/models/crm_team.py

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+# Copyright 2022 Camptocamp SA
+# 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()
+        if request_type := self.env.context.get("request_type", False):
+            action["domain"] = (
+                f"[('type','=','opportunity'), ('request_type', '=', '{request_type}')]"
+            )
+            action["context"]["default_request_type"] = request_type
+        return action

srm/models/purchase_order.py

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+# Copyright 2022 Camptocamp SA
+# 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(
+        comodel_name="crm.lead",
+        string="Opportunity",
+        check_company=True,
+        domain="""
+            [
+                ('type', '=', 'opportunity'),
+                ('request_type', '=', 'supplier'),
+                '|',
+                ('company_id', '=', False),
+                ('company_id', '=', company_id),
+            ]
+        """,
+    )

srm/pyproject.toml

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

srm/readme/CONTRIBUTORS.md

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+- Telmo Santos \<<telmo.santos@camptocamp.com>\>
+- Vincent Van Rossem \<<vincent.vanrossem@camptocamp.com>\>

srm/readme/DESCRIPTION.md

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+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 supplier requests leads can be converted in purchases.

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