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Hello, I need to know what is the field that relates CRM to sales. The thing I need to do is upon confirmation of the quotation, the crm opportunity should change to won automatically, but I can't find the relation between them.

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which odoo version ?

Autor

Version 15. I wrote this code but it is not working, can you help?

class CRMLeadInherit(models.Model):

_inherit = 'crm.lead'

@api.onchange('order_ids.state')
def _onchange_quotation_sate(self):
for rec in self:
if rec.order_ids.state=='sale':
rec.stage_id='WON'

Okay 5 minutes i code it >_<

Best Answer

This code 

I hope I understood your need and this is the solution you want.
class SaleOrder(models.Model):
_inherit = 'sale.order'
_description = 'mark opportunity as won from sale order wen you confirm order'


def _action_confirm
(self):
opportunity_obj = self.env['crm.lead'].browse(self.opportunity_id.id)
if opportunity_obj.exists():
opportunity_obj.action_set_won_rainbowman()

return super(SaleOrder, self)._action_confirm()

Thanks

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Autor

let me try it please

Autor

It worked, thank you so much!

sorry but i modified my answer check it.
i forget some things

Autor

Yes I marked your answer as the best one. I am more into functional odoo than technical, can I have a way to get in contact with you if I face problems with technical issues? If you don't mind of course. If it is okay with you: kindly provide me with your linked in account or any other social media platform

Sure
- Email address: abude852@gmail.com
- Linkedin : https://www.linkedin.com/in/abdallah-sabeel/
- Whatsapp: +96597618088

Welcome

Autor

Thank you for your help!

Best Answer

Hello Moe,

In sale order model we have a Many2one field named "opportunity_id" to "crm.lead" model. By using this field you can access all data of crm record related to that sale order. 

I Hope this will help you. 

Thanks & Regards,
Email: odoo@aktivsoftware.com
Skype: kalpeshmaheshwari

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