[IMP] crm_sale_ux: Implement auto mark opportunities as Won feature o…

crm_sale_ux/README.rst

@@ -17,6 +17,7 @@ CRM Sale UX
 This module:
 
 #. If the option "Allow any user as salesman" is enable, it would be possible to assign any user as salesperson in leads, opportunities and teams.
+#. Adds a CRM setting to automatically mark opportunities as Won when their quotation is confirmed.
 
 Installation
 ============
@@ -30,7 +31,8 @@ Configuration
 
 To configure this module, you need to:
 
-#. Nothing to configure
+#. Go to CRM -> Configuration -> Settings.
+#. Enable "Auto mark opportunities as Won".
 
 Usage
 =====

crm_sale_ux/__init__.py

@@ -1,2 +1,4 @@
 # © 2016 ADHOC SA
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import models

crm_sale_ux/__manifest__.py

@@ -9,9 +9,10 @@
     "website": "www.adhoc.com.ar",
     "license": "AGPL-3",
     "images": [],
-    "depends": ["crm", "sale_ux"],
+    "depends": ["sale_crm", "sale_ux"],
     "data": [
         "views/crm_lead_views.xml",
+        "views/res_config_settings_views.xml",
     ],
     "demo": [],
     "installable": True,

crm_sale_ux/models/__init__.py

@@ -0,0 +1,5 @@
+# © 2016 ADHOC SA
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import res_config_settings
+from . import sale_order

crm_sale_ux/models/res_config_settings.py

@@ -0,0 +1,14 @@
+# © 2026 ADHOC SA
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class ResConfigSettings(models.TransientModel):
+    _inherit = "res.config.settings"
+
+    crm_auto_won_on_sale_confirm = fields.Boolean(
+        string="Mark opportunity as won on sales order confirmation",
+        config_parameter="crm_sale_ux.auto_won_on_sale_confirm",
+        help="When enabled, confirming a quotation linked to an opportunity marks that opportunity as Won.",
+    )

crm_sale_ux/models/sale_order.py

@@ -0,0 +1,27 @@
+# © 2026 ADHOC SA
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo import models
+from odoo.tools import str2bool
+
+
+class SaleOrder(models.Model):
+    _inherit = "sale.order"
+
+    def action_confirm(self):
+        res = super().action_confirm()
+
+        enabled = str2bool(
+            self.env["ir.config_parameter"].sudo().get_param("crm_sale_ux.auto_won_on_sale_confirm", "False"),
+            False,
+        )
+        if not enabled:
+            return res
+
+        opportunities = self.mapped("opportunity_id").filtered(
+            lambda lead: lead.type == "opportunity" and not lead.stage_id.is_won
+        )
+        if opportunities:
+            opportunities.action_set_won()
+
+        return res

crm_sale_ux/tests/__init__.py

@@ -0,0 +1,4 @@
+# © 2026 ADHOC SA
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from . import test_auto_set_won

crm_sale_ux/tests/test_auto_set_won.py

@@ -0,0 +1,77 @@
+# © 2026 ADHOC SA
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+from odoo.addons.crm.tests.common import TestCrmCommon
+from odoo.fields import Command
+from odoo.tests import tagged
+
+
+@tagged("crm_sale_ux", "post_install", "-at_install")
+class TestCrmSaleUxAutoSetWon(TestCrmCommon):
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.partner = cls.env.user.partner_id
+        cls.product = cls.env["product.product"].create(
+            {
+                "name": "CRM Sale UX product",
+                "type": "service",
+                "list_price": 100.0,
+            }
+        )
+
+    def _create_opportunity(self, name):
+        stage = self.env["crm.stage"].search([("is_won", "=", False)], order="sequence, id", limit=1)
+        return self.env["crm.lead"].create(
+            {
+                "name": name,
+                "type": "opportunity",
+                "partner_id": self.partner.id,
+                "stage_id": stage.id,
+                "user_id": self.env.user.id,
+            }
+        )
+
+    def _create_quotation(self, opportunity):
+        return self.env["sale.order"].create(
+            {
+                "partner_id": self.partner.id,
+                "opportunity_id": opportunity.id,
+                "order_line": [
+                    Command.create(
+                        {
+                            "product_id": self.product.id,
+                            "product_uom_qty": 1.0,
+                            "price_unit": self.product.list_price,
+                            "name": self.product.name,
+                        }
+                    )
+                ],
+            }
+        )
+
+    def test_confirm_quotation_does_not_set_won_when_disabled(self):
+        self.env["ir.config_parameter"].sudo().set_param("crm_sale_ux.auto_won_on_sale_confirm", False)
+        opportunity = self._create_opportunity("Won setting disabled")
+        stage_before = opportunity.stage_id
+
+        quotation = self._create_quotation(opportunity)
+        quotation.action_confirm()
+
+        self.assertEqual(opportunity.stage_id, stage_before)
+        self.assertFalse(opportunity.stage_id.is_won)
+
+    def test_confirm_quotation_sets_won_when_enabled(self):
+        self.env["ir.config_parameter"].sudo().set_param("crm_sale_ux.auto_won_on_sale_confirm", True)
+        opportunity = self._create_opportunity("Won setting enabled")
+
+        quotation = self._create_quotation(opportunity)
+
+        sale_exception_installed = self.env["sale.order"]._fields.get("ignore_exception")
+        if sale_exception_installed:
+            self.env["exception.rule"].search([("active", "=", True)]).write({"active": False})
+
+        quotation.action_confirm()
+
+        self.assertTrue(opportunity.stage_id.is_won)
+        self.assertEqual(opportunity.probability, 100)

crm_sale_ux/views/res_config_settings_views.xml

@@ -0,0 +1,19 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="crm_sale_ux_res_config_settings_view_form" model="ir.ui.view">
+        <field name="name">res.config.settings.view.form.inherit.crm.sale.ux</field>
+        <field name="model">res.config.settings</field>
+        <field name="inherit_id" ref="crm.res_config_settings_view_form"/>
+        <field name="arch" type="xml">
+            <xpath expr="//setting[@id='crm_lead']" position="after">
+                <setting
+                    id="crm_auto_won_on_sale_confirm"
+                    string="Auto mark opportunities as Won"
+                    help="When a quotation linked to an opportunity is confirmed, mark that opportunity as Won automatically."
+                >
+                    <field name="crm_auto_won_on_sale_confirm"/>
+                </setting>
+            </xpath>
+        </field>
+    </record>
+</odoo>