[IMP] sale_crm : create partner on new quotation if no customer set on opportunity

When creating a quotation from a opportunity that does not have any
customer set, we ended up on a quotation without any customer or any of
the contact information entered on the crm.lead.

If no customer is set on the opportunity, when hitting New Quotation button,
a modal is displayed to ask the user what to do to fill in the customer field.

- Create a new customer : Use the information from the opportunity to create
automatically a res.partner. Set the res.partner on the quotation
and on the opportunity.
- Use an existing customer : Set this customer on the quotation
and on the opportunity.

Task ID : 1917332
Closes PR #30475

addons/crm/wizard/crm_partner_binding.py

@@ -64,4 +64,8 @@ class PartnerBinding(models.TransientModel):
             partner = Partner.search([('name', 'ilike', '%' + lead.contact_name+'%')], limit=1)
             return partner.id
 
+        if lead.name: # to be aligned with _create_lead_partner, search on lead's name as last possibility
+            partner = Partner.search([('name', 'ilike', '%' + lead.name + '%')], limit=1)
+            return partner.id
+
         return False

addons/sale_crm/__init__.py

@@ -2,6 +2,7 @@
 # Part of Odoo. See LICENSE file for full copyright and licensing details.
 
 from . import models
+from . import wizard
 
 from odoo import api, SUPERUSER_ID
 

addons/sale_crm/__manifest__.py

@@ -22,7 +22,8 @@ modules.
         'views/partner_views.xml',
         'views/sale_order_views.xml',
         'views/crm_lead_views.xml',
-        'views/crm_team_views.xml'
+        'views/crm_team_views.xml',
+        'wizard/crm_opportunity_to_quotation_views.xml'
     ],
     'auto_install': True,
     'uninstall_hook': 'uninstall_hook'

addons/sale_crm/models/crm_lead.py

@@ -60,3 +60,25 @@ class CrmLead(models.Model):
 
         res['invoiced']['target'] = self.env.user.target_sales_invoiced
         return res
+
+    def action_sale_quotations_new(self):
+        if not self.partner_id:
+            return self.env.ref("sale_crm.crm_quotation_partner_action").read()[0]
+        else:
+            return self.action_new_quotation()
+
+    def action_new_quotation(self):
+        action = self.env.ref("sale_crm.sale_action_quotations_new").read()[0]
+        action['context'] = {
+            'search_default_opportunity_id': self.id,
+            'default_opportunity_id': self.id,
+            'search_default_partner_id': self.partner_id.id,
+            'default_partner_id': self.partner_id.id,
+            'default_team_id': self.team_id.id,
+            'default_campaign_id': self.campaign_id.id,
+            'default_medium_id': self.medium_id.id,
+            'default_origin': self.name,
+            'default_name': self.name,
+            'default_source_id': self.source_id.id
+        }
+        return action

addons/sale_crm/views/crm_lead_views.xml

@@ -7,15 +7,8 @@
             <field name="inherit_id" ref="crm.crm_case_form_view_oppor"/>
             <field name="arch" type="xml">
                 <xpath expr="//button[@name='action_set_won_rainbowman']" position="before">
-                    <button string="New Quotation" name="%(sale_action_quotations_new)d" type="action" class="oe_highlight"
-                        attrs="{'invisible': ['&amp;', ('probability', '=', 0), ('active', '=', False)]}"
-                        context="{'search_default_partner_id': partner_id,
-                                  'default_partner_id': partner_id,
-                                  'default_team_id': team_id,
-                                  'default_campaign_id': campaign_id,
-                                  'default_medium_id': medium_id,
-                                  'default_origin': name,
-                                  'default_source_id': source_id}"/>
+                    <button string="New Quotation" name="action_sale_quotations_new" type="object" class="oe_highlight"
+                        attrs="{'invisible': ['&amp;', ('probability', '=', 0), ('active', '=', False)]}"/>
                 </xpath>
                 <button name="action_schedule_meeting" position="after">
                     <button class="oe_stat_button" type="action"

addons/sale_crm/wizard/__init__.py

@@ -0,0 +1,4 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from . import crm_opportunity_to_quotation

addons/sale_crm/wizard/crm_opportunity_to_quotation.py

@@ -0,0 +1,52 @@
+# -*- coding: utf-8 -*-
+# Part of Odoo. See LICENSE file for full copyright and licensing details.
+
+from odoo import api, fields, models, _
+from odoo.exceptions import UserError
+
+
+class Opportunity2Quotation(models.TransientModel):
+
+    _name = 'crm.quotation.partner'
+    _description = 'Create new or use existing Customer on new Quotation'
+    _inherit = 'crm.partner.binding'
+
+    @api.model
+    def default_get(self, fields):
+        result = super(Opportunity2Quotation, self).default_get(fields)
+
+        active_model = self._context.get('active_model')
+        if active_model != 'crm.lead':
+            raise UserError(_('You can only apply this action from a lead.'))
+
+        active_id = self._context.get('active_id')
+        if 'lead_id' in fields and active_id:
+            result['lead_id'] = active_id
+        return result
+
+    action = fields.Selection([
+        ('create', 'Create a new customer'),
+        ('exist', 'Use an existing customer')
+    ], 'Quotation Customer', required=True)
+    lead_id = fields.Many2one('crm.lead', "Associated Lead", required=True)
+
+    @api.multi
+    def action_apply(self):
+        """ Convert lead to opportunity or merge lead and opportunity and open
+            the freshly created opportunity view.
+        """
+        self.ensure_one()
+        self.lead_id.write({
+            'partner_id': self.partner_id.id if self.action == 'exist' else self._create_partner()
+        })
+        self.lead_id._onchange_partner_id()
+        return self.lead_id.action_new_quotation()
+
+    def _create_partner(self):
+        """ Create partner based on action.
+            :return int: created res.partner id
+        """
+        self.ensure_one()
+        result = self.lead_id.handle_partner_assignation(action='create')
+        return result.get(self.lead_id.id)
+

addons/sale_crm/wizard/crm_opportunity_to_quotation_views.xml

@@ -0,0 +1,35 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <record id="crm_quotation_partner_view_form" model="ir.ui.view">
+        <field name="name">crm.quotation.partner.view.form</field>
+        <field name="model">crm.quotation.partner</field>
+        <field name="arch" type="xml">
+            <form string="New Quotation">
+                <group>
+                    <group>
+                        <field name="action" widget="radio"/>
+                        <field name="lead_id" invisible="1"/>
+                    </group>
+                </group>
+                <group>
+                    <group>
+                        <field name="partner_id" attrs="{'invisible': [('action','!=','exist')], 'required':[('action', '=','exist')]}"/>
+                    </group>
+                </group>
+                <footer>
+                    <button name="action_apply" string="Confirm" type="object" class="btn-primary"/>
+                    <button string="Cancel" class="btn-secondary" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record id="crm_quotation_partner_action" model="ir.actions.act_window">
+        <field name="name">New Quotation</field>
+        <field name="type">ir.actions.act_window</field>
+        <field name="res_model">crm.quotation.partner</field>
+        <field name="view_mode">form</field>
+        <field name="view_id" ref="crm_quotation_partner_view_form"/>
+        <field name="target">new</field>
+    </record>
+</odoo>