Pular para o conteúdo
Esta pergunta foi sinalizada
one2manyone2manyfieldv18CommunityEdition
2 Respostas
1596 Visualizações
Avatar
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

Avatar
Cancelar
Avatar
Moaaz Gafar
Melhor resposta

Hi 

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

Avatar
Cancelar
Avatar
D Enterprise
Melhor resposta

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')


Avatar
Cancelar
Publicações relacionadas Respostas Visualizações Atividade
Custom functionality with One2many field
one2many one2many_list v18 CommunityEdition
Avatar
Avatar
1
mai. 25
1979
Modify Pivot View
Pivot v18 CommunityEdition
Avatar
Avatar
1
jun. 25
1824
Unable to send email notifications through write
notifications v18 CommunityEdition
Avatar
Avatar
1
jun. 25
1885
Hide Records based on user group only in a particular view
views record_rule v18 CommunityEdition
Avatar
Avatar
Avatar
2
set. 25
1517
Unable to pass context to an action
context server_action v18 CommunityEdition
Avatar
Avatar
1
jul. 25
1698