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Copy One2many fields information to another model

one2many one2manyfield v18 CommunityEdition

2 Replies

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Shreya Doodipala

In my custom (inherited) crm.lead model, I have the following one2many field for secondary sales people:

sales_secondary_ids = fields.One2many('custom.crm.sales.secondary', 'lead_id', string='Secondary Salespeople', index=True, tracking=True)

The custom.crm.sales.secondary model has the following fields:

lead_id = fields.Many2one('crm.lead', string='Opportunity', ondelete='cascade')
user_id = fields.Many2one('res.users', string='Salesperson', required=True, check_company=True, tracking=True, domain=lambda self: self._get_sales_users_domain())
team_id = fields.Many2one('crm.team', string='Sales Team', check_company=True, tracking=True, related='user_id.sale_team_id', ondelete="set null", readonly=True, store=True)
team_leader_id = fields.Many2one('res.users', string='Team Leader', related='team_id.user_id', store=True, readonly=True)

currency_id = fields.Many2one('res.currency', string='Currency', readonly=True, required=True, default=lambda self: self.env.company.currency_id)
deal_share = fields.Monetary('Share of Deal', currency_field='currency_id', tracking=True)

among other fields and functions.

How do I copy the one2many fields' information from crm.lead to another model for further operations and views? I want to auto update this model whenever a new lead is created or updated in crm.lead using

def _update_master_view(self):
        for lead in self:
            extension = self.env['custom.crm.lead.view'].search([('lead_id', '=', lead.id)], limit=1)
            if extension:
                # Update existing record (if you want to sync additional data, you can add it here)
                extension.write({})
            else:
                # Create new extension record
                self.env['custom.crm.lead.view'].create({
                    'lead_id': lead.id,
                    extension.write({})
                })

in the create and write methods.

I can't create a one2many field in the custom.crm.lead.view model as it requires the custom.crm.sales.secondary to have a many2one relation on this model.

Odoo v18 Community Edition

Moaaz Gafar

Best Answer

Store Secondary Sales Data Directly

Instead of trying to replicate the one2many relationship, store the secondary sales data as computed/stored fields or JSON in your custom.crm.lead.view model:

class CustomCrmLeadView(models.Model):
    _name = 'custom.crm.lead.view'
    _description = 'CRM Lead View Extension'
    
    lead_id = fields.Many2one('crm.lead', string='Lead', required=True, ondelete='cascade')
    
    # Store secondary sales data as JSON or separate fields
    secondary_sales_data = fields.Text('Secondary Sales Data', help='JSON data of secondary salespeople')
    secondary_sales_count = fields.Integer('Secondary Sales Count', compute='_compute_secondary_sales', store=True)
    secondary_sales_names = fields.Char('Secondary Salespeople Names', compute='_compute_secondary_sales', store=True)
    total_deal_share = fields.Float('Total Deal Share', compute='_compute_secondary_sales', store=True)
    
    @api.depends('lead_id.sales_secondary_ids')
    def _compute_secondary_sales(self):
        for record in self:
            if record.lead_id and record.lead_id.sales_secondary_ids:
                secondary_data = []
                names = []
                total_share = 0
                
                for secondary in record.lead_id.sales_secondary_ids:
                    data = {
                        'user_id': secondary.user_id.id,
                        'user_name': secondary.user_id.name,
                        'team_id': secondary.team_id.id if secondary.team_id else False,
                        'team_name': secondary.team_id.name if secondary.team_id else '',
                        'deal_share': secondary.deal_share,
                    }
                    secondary_data.append(data)
                    names.append(secondary.user_id.name)
                    total_share += secondary.deal_share or 0
                
                record.secondary_sales_data = json.dumps(secondary_data)
                record.secondary_sales_count = len(secondary_data)
                record.secondary_sales_names = ', '.join(names)
                record.total_deal_share = total_share
            else:
                record.secondary_sales_data = '[]'
                record.secondary_sales_count = 0
                record.secondary_sales_names = ''
                record.total_deal_share = 0

Best regards,

E: m.gafar2024@gmail.com

D Enterprise

Hii,

Define a mirror model:
class CustomCrmLeadSecondaryView(models.Model):

_name = 'custom.crm.secondary.view'

_description = 'Synced Secondary Sales Data for Leads'

lead_id = fields.Many2one('crm.lead', string='Lead', ondelete='cascade')

view_id = fields.Many2one('custom.crm.lead.view', string='Master View', ondelete='cascade')

user_id = fields.Many2one('res.users', string='Salesperson')

team_id = fields.Many2one('crm.team', string='Sales Team')

team_leader_id = fields.Many2one('res.users', string='Team Leader')

deal_share = fields.Monetary('Share of Deal', currency_field='currency_id')

currency_id = fields.Many2one('res.currency', string='Currency')

Update _update_master_view to also sync the secondary salespeople

Inherit crm.lead, and update create and write:
class CrmLead(models.Model):

_inherit = 'crm.lead'

def _update_master_view(self):

for lead in self:

extension = self.env['custom.crm.lead.view'].search([('lead_id', '=', secondary.currency_id.id,

})

@api.model

def create(self, vals):

lead = super().create(vals)

lead._update_master_view()

return lead

def write(self, vals):

result = super().write(vals)

self._update_master_view()

return result

In custom.crm.lead.view, add a One2many to show them
class CustomCrmLeadView(models.Model):

_name = 'custom.crm.lead.view'

lead_id = fields.Many2one('crm.lead', string='Lead')

secondary_sales_view_ids = fields.One2many('custom.crm.secondary.view', 'view_id', string='Secondary Sales')

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This question has been flagged

Store Secondary Sales Data Directly

Update _update_master_view to also sync the secondary salespeople

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