[T-6490][17.0][ADD] crm_lead_attach_related_saleorder_report

crm_lead_attach_related_saleorder_report/README.rst

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+========================================
+Crm Lead Attach Related Saleorder Report
+========================================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:0615e6dcca2aca4859a1c7ccb03b0980b930bce629bb81a242f44f39fe103921
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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-sygel--technology%2Fsy--crm-lightgray.png?logo=github
+    :target: https://github.com/sygel-technology/sy-crm/tree/17.0/crm_lead_attach_related_saleorder_report
+    :alt: sygel-technology/sy-crm
+
+|badge1| |badge2| |badge3|
+
+This module allow to attach sale documents into the opportunity and send
+them.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+To use this module, you need to:
+
+1. Select a opportunity.
+2. Create quotations, related with the opportunity.
+3. When you send a mail from opportunity, will appear one new button
+   named 'Attach Sale Documents', this only appear in opportunities if
+   this have quotations in "draft/sent" state. Note: This also only
+   appears if sending messages individually, mass editing on multiple
+   opportunities is not supported.
+4. Click this button and the system will attach the sale reports related
+   with the opportunity.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/sygel-technology/sy-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/sygel-technology/sy-crm/issues/new?body=module:%20crm_lead_attach_related_saleorder_report%0Aversion:%2017.0%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
+
+Contributors
+------------
+
+-  Harald Panten harald.panten@sygel.es
+-  Valentin Vinagre valentin.vinagre@sygel.es
+-  Alberto Martínez alberto.martinez@sygel.es
+
+Other credits
+-------------
+
+Inspired in the old mail_sale_documents_from_opportunity v12 module
+
+Maintainers
+-----------
+
+This module is part of the `sygel-technology/sy-crm <https://github.com/sygel-technology/sy-crm/tree/17.0/crm_lead_attach_related_saleorder_report>`_ project on GitHub.
+
+You are welcome to contribute.

crm_lead_attach_related_saleorder_report/__init__.py

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+# Copyright 2020 Valentin Vinagre <valentin.vinagre@sygel.es>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from . import models

crm_lead_attach_related_saleorder_report/__manifest__.py

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+# Copyright 2020 Valentin Vinagre <valentin.vinagre@sygel.es>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+{
+    "name": "Crm Lead Attach Related Saleorder Report",
+    "version": "17.0.1.0.0",
+    "category": "Sale",
+    "summary": "Allow to attach sale documents into the opportunity and send them.",
+    "author": "Sygel",
+    "website": "https://github.com/sygel-technology/sy-crm",
+    "license": "AGPL-3",
+    "depends": [
+        "sale_crm",
+    ],
+    "data": ["views/crm_lead.xml", "views/mail_compose_message.xml"],
+    "installable": True,
+}

crm_lead_attach_related_saleorder_report/i18n/ca_ES.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* crm_lead_attach_related_saleorder_report
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 17.0+e\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2024-08-09 10:54+0000\n"
+"PO-Revision-Date: 2024-08-09 10:54+0000\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_lead_attach_related_saleorder_report
+#: model_terms:ir.ui.view,arch_db:crm_lead_attach_related_saleorder_report.email_compose_message_wizard_form_inherited_attach_related_saleorder_report
+msgid "Attach Sale Documents"
+msgstr "Adjunta documents de venda"
+
+#. module: crm_lead_attach_related_saleorder_report
+#: model:ir.model.fields,field_description:crm_lead_attach_related_saleorder_report.field_mail_compose_message__check_add_sale_attachments
+msgid "Check sale attachments"
+msgstr "Comprova els adjunts de venda"
+
+#. module: crm_lead_attach_related_saleorder_report
+#: model:ir.model,name:crm_lead_attach_related_saleorder_report.model_mail_compose_message
+msgid "Email composition wizard"
+msgstr "Assistent de redacció d'emails"
+
+#. module: crm_lead_attach_related_saleorder_report
+#: model:ir.model,name:crm_lead_attach_related_saleorder_report.model_crm_lead
+msgid "Lead/Opportunity"
+msgstr "Iniciativa/Oportunitat"
+
+#. module: crm_lead_attach_related_saleorder_report
+#: model_terms:ir.ui.view,arch_db:crm_lead_attach_related_saleorder_report.crm_lead_view_form_inherited_attach_related_saleorder_report
+msgid "Send Quotations"
+msgstr "Enviar pressupostos"

crm_lead_attach_related_saleorder_report/i18n/es.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* crm_lead_attach_related_saleorder_report
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 17.0+e\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2024-08-09 10:50+0000\n"
+"PO-Revision-Date: 2024-08-09 10:50+0000\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_lead_attach_related_saleorder_report
+#: model_terms:ir.ui.view,arch_db:crm_lead_attach_related_saleorder_report.email_compose_message_wizard_form_inherited_attach_related_saleorder_report
+msgid "Attach Sale Documents"
+msgstr "Adjuntar documentos de venta"
+
+#. module: crm_lead_attach_related_saleorder_report
+#: model:ir.model.fields,field_description:crm_lead_attach_related_saleorder_report.field_mail_compose_message__check_add_sale_attachments
+msgid "Check sale attachments"
+msgstr "Consultar adjuntos de venta"
+
+#. module: crm_lead_attach_related_saleorder_report
+#: model:ir.model,name:crm_lead_attach_related_saleorder_report.model_mail_compose_message
+msgid "Email composition wizard"
+msgstr "Asistente de redacción de correo electrónico"
+
+#. module: crm_lead_attach_related_saleorder_report
+#: model:ir.model,name:crm_lead_attach_related_saleorder_report.model_crm_lead
+msgid "Lead/Opportunity"
+msgstr "Lead/Oportunidad"
+
+#. module: crm_lead_attach_related_saleorder_report
+#: model_terms:ir.ui.view,arch_db:crm_lead_attach_related_saleorder_report.crm_lead_view_form_inherited_attach_related_saleorder_report
+msgid "Send Quotations"
+msgstr "Enviar presupuestos"

crm_lead_attach_related_saleorder_report/models/__init__.py

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+# Copyright 2020 Valentin Vinagre <valentin.vinagre@sygel.es>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from . import crm_lead
+from . import mail_compose_message

crm_lead_attach_related_saleorder_report/models/crm_lead.py

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+# Copyright 2020 Valentin Vinagre <valentin.vinagre@sygel.es>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import models
+
+
+class CrmLead(models.Model):
+    _inherit = "crm.lead"
+
+    def action_send_documents_sale(self):
+        """
+        This function opens a window to compose an email.
+        """
+        self.ensure_one()
+        ctx = {
+            "default_model": "crm.lead",
+            "default_res_ids": self.ids,
+            "default_composition_mode": "comment",
+            "force_email": True,
+        }
+        return {
+            "type": "ir.actions.act_window",
+            "view_type": "form",
+            "view_mode": "form",
+            "res_model": "mail.compose.message",
+            "views": [(False, "form")],
+            "target": "new",
+            "context": ctx,
+        }

crm_lead_attach_related_saleorder_report/models/mail_compose_message.py

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+# Copyright 2020 Valentin Vinagre <valentin.vinagre@sygel.es>
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+
+from odoo import api, fields, models
+
+from odoo.addons.mail.tools.parser import parse_res_ids
+
+
+def _reopen(self, res_id, model, context=None):
+    # save original model in context, because selecting the list of available
+    # templates requires a model in context
+    context = dict(context or {}, default_model=model)
+    return {
+        "type": "ir.actions.act_window",
+        "view_mode": "form",
+        "view_type": "form",
+        "res_id": res_id,
+        "res_model": self._name,
+        "target": "new",
+        "context": context,
+    }
+
+
+class MailComposeMessage(models.TransientModel):
+    _inherit = "mail.compose.message"
+
+    check_add_sale_attachments = fields.Boolean(
+        string="Check sale attachments", compute="_compute_check_add_sale_attachments"
+    )
+
+    @api.depends("model", "res_ids")
+    def _compute_check_add_sale_attachments(self):
+        for sel in self:
+            orders_ids = ()
+            lead_ids = parse_res_ids(self.env.context.get("active_ids"))
+            if sel.model == "crm.lead" and len(lead_ids) == 1:
+                orders_ids = (
+                    self.env[self.model]
+                    .browse(lead_ids)
+                    .order_ids.filtered(lambda x: x.state in ("draft", "sent"))
+                )
+            sel.check_add_sale_attachments = any(orders_ids)
+
+    def calculate_sale_attachments(self):
+        self.ensure_one()
+        template_id = self.env.ref("sale.email_template_edi_sale")
+        lead_ids = parse_res_ids(self.env.context.get("active_ids"))
+        lead_objs = self.env[self.model].browse(lead_ids)
+        sale_ids = lead_objs.order_ids.filtered(lambda x: x.state in ("draft", "sent"))
+        if sale_ids:
+            rendered_values = template_id._generate_template(
+                sale_ids.ids,
+                (
+                    "attachment_ids",
+                    "report_template_ids",
+                ),
+            )
+            attachment_ids = []
+            for r_value in rendered_values.values():
+                if rendered_values.get("attachment_ids"):
+                    attachment_ids += rendered_values.get("attachment_ids")
+                # transform attachments into attachment_ids; not attached to the
+                # document because this will be done further in the posting
+                # process, allowing to clean database if email not send
+                if r_value.get("attachments"):
+                    attachment_ids += (
+                        self.env["ir.attachment"]
+                        .create(
+                            [
+                                {
+                                    "name": attach_fname,
+                                    "datas": attach_datas,
+                                    "res_model": "mail.compose.message",
+                                    "res_id": 0,
+                                    "type": "binary",
+                                }
+                                for attach_fname, attach_datas in r_value.pop(
+                                    "attachments"
+                                )
+                            ]
+                        )
+                        .ids
+                    )
+            if attachment_ids:
+                self.write({"attachment_ids": [(4, id) for id in attachment_ids]})
+            sale_ids.filtered(lambda x: x.state == "draft").action_quotation_sent()
+        return _reopen(self, self.id, self.model, context=self._context)

crm_lead_attach_related_saleorder_report/pyproject.toml

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

crm_lead_attach_related_saleorder_report/readme/CONTRIBUTORS.md

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+- Harald Panten <harald.panten@sygel.es>
+- Valentin Vinagre <valentin.vinagre@sygel.es>
+- Alberto Martínez <alberto.martinez@sygel.es>

crm_lead_attach_related_saleorder_report/readme/CREDITS.md

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+Inspired in the old mail_sale_documents_from_opportunity v12 module

crm_lead_attach_related_saleorder_report/readme/DESCRIPTION.md

@@ -0,0 +1 @@
+This module allow to attach sale documents into the opportunity and send them.

crm_lead_attach_related_saleorder_report/readme/USAGE.md

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+To use this module, you need to:
+
+1. Select a opportunity.
+2. Create quotations, related with the opportunity.
+3. When you send a mail from opportunity, will appear one new button named 'Attach Sale Documents', this only appear in opportunities if this have quotations in "draft/sent" state.
+   Note: This also only appears if sending messages individually, mass editing on multiple opportunities is not supported.
+4. Click this button and the system will attach the sale reports related with the opportunity.