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crm_stage_probability/README.rst

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+=====================
+CRM stage probability
+=====================
+
+.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Alpha
+.. |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-OCA%2Fcrm-lightgray.png?logo=github
+    :target: https://github.com/OCA/crm/tree/13.0/crm_stage_probability
+    :alt: OCA/crm
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/crm-13-0/crm-13-0-crm_stage_probability
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
+    :target: https://runbot.odoo-community.org/runbot/111/13.0
+    :alt: Try me on Runbot
+
+|badge1| |badge2| |badge3| |badge4| |badge5| 
+
+This module restore the CRM feature from Odoo <= 12.0 with lead probability
+according to its stage.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us smashing it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_stage_probability%0Aversion:%2013.0%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
+~~~~~~~
+
+* Camptocamp
+
+Contributors
+~~~~~~~~~~~~
+
+* Akim Juillerat <akim.juillerat@camptocamp.com>
+
+Maintainers
+~~~~~~~~~~~
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+OCA, or the Odoo Community Association, is a nonprofit organization whose
+mission is to support the collaborative development of Odoo features and
+promote its widespread use.
+
+This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/13.0/crm_stage_probability>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

crm_stage_probability/__init__.py

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+from . import models
+from . import wizard

crm_stage_probability/__manifest__.py

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+# Copyright 2020 Camptocamp SA
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl)
+{
+    "name": "CRM stage probability",
+    "summary": "Define fixed probability on the stages",
+    "version": "13.0.1.0.0",
+    "development_status": "Alpha",
+    "category": "Sales/CRM",
+    "website": "https://github.com/OCA/crm",
+    "author": "Camptocamp, Odoo Community Association (OCA), Odoo SA",
+    "license": "AGPL-3",
+    "depends": ["crm"],
+    "data": [
+        "views/crm_lead.xml",
+        "views/crm_stage.xml",
+        "wizard/crm_lead_stage_probability_update.xml",
+        "data/crm_stage.xml",
+    ],
+}

crm_stage_probability/data/crm_stage.xml

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+<?xml version="1.0" encoding="UTF-8"?>
+<odoo noupdate="1">
+    <record model="crm.stage" id="crm.stage_lead1">
+        <field name="on_change" eval="True" />
+        <field name="probability">10</field>
+    </record>
+    <record model="crm.stage" id="crm.stage_lead2">
+        <field name="on_change" eval="True" />
+        <field name="probability">30</field>
+    </record>
+    <record model="crm.stage" id="crm.stage_lead3">
+        <field name="on_change" eval="True" />
+        <field name="probability">70</field>
+    </record>
+    <record model="crm.stage" id="crm.stage_lead4">
+        <field name="on_change" eval="True" />
+        <field name="probability">100</field>
+    </record>
+</odoo>

crm_stage_probability/models/__init__.py

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+from . import crm_lead
+from . import crm_stage

crm_stage_probability/models/crm_lead.py

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+# Copyright 2020 Camptocamp SA
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl)
+from odoo import api, fields, models, tools
+
+
+class CrmLead(models.Model):
+
+    _inherit = "crm.lead"
+
+    def _default_probability(self):
+        if "default_stage_id" in self._context:
+            stage_id = self._context.get("default_stage_id")
+        else:
+            stage_id = self._default_stage_id()
+        if stage_id:
+            return self.env["crm.stage"].browse(stage_id).probability
+        return 10
+
+    is_stage_probability = fields.Boolean(
+        compute="_compute_is_stage_probability", readonly=True
+    )
+    stage_probability = fields.Float(related="stage_id.probability", readonly=True)
+    probability = fields.Float(default=lambda self: self._default_probability())
+
+    @api.depends("probability", "stage_id", "stage_id.probability")
+    def _compute_is_stage_probability(self):
+        for lead in self:
+            lead.is_stage_probability = (
+                tools.float_compare(lead.probability, lead.stage_probability, 2) == 0
+            )
+
+    @api.depends("probability", "automated_probability")
+    def _compute_is_automated_probability(self):
+        for lead in self:
+            if lead.probability != lead.stage_id.probability:
+                super(CrmLead, lead)._compute_is_automated_probability()
+                continue
+            lead.is_automated_probability = False
+
+    def _update_probability(self):
+        self = self.with_context(_auto_update_probability=True)
+        return super()._update_probability()
+
+    @api.model
+    def _onchange_stage_id_values(self, stage_id):
+        """ returns the new values when stage_id has changed """
+        if not stage_id:
+            return {}
+        stage = self.env["crm.stage"].browse(stage_id)
+        if stage.on_change:
+            return {"probability": stage.probability}
+        return {}
+
+    @api.onchange("stage_id")
+    def _onchange_stage_id(self):
+        res = super()._onchange_stage_id()
+        values = self._onchange_stage_id_values(self.stage_id.id)
+        self.update(values)
+        return res
+
+    def write(self, vals):
+        # Avoid to update probability with automated_probability on
+        # _update_probability if the stage is set as on_change
+        # If the stage is not set as on_change, auto PLS will be applied
+        if (
+            self.env.context.get("_auto_update_probability")
+            and "probability" in vals
+            and "stage_id" not in vals
+        ):
+            vals.update(self._onchange_stage_id_values(self.stage_id.id))
+        # Force to use the probability from the stage if set as on_change
+        if vals.get("stage_id") and "probability" not in vals:
+            vals.update(self._onchange_stage_id_values(vals.get("stage_id")))
+        return super().write(vals)
+
+    def action_set_stage_probability(self):
+        self.write({"probability": self.stage_id.probability})

crm_stage_probability/models/crm_stage.py

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+# Copyright 2020 Camptocamp SA
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl)
+from odoo import fields, models
+
+
+class CrmStage(models.Model):
+
+    _inherit = "crm.stage"
+
+    probability = fields.Float(
+        "Probability (%)",
+        required=True,
+        default=10.0,
+        help="This percentage depicts the default/average probability of the "
+        "Case for this stage to be a success",
+    )
+    on_change = fields.Boolean(
+        "Change Probability Automatically",
+        help="Setting this stage will change the probability automatically on "
+        "the opportunity.",
+    )
+
+    _sql_constraints = [
+        (
+            "check_probability",
+            "check(probability >= 0 and probability <= 100)",
+            "The probability should be between 0% and 100%!",
+        )
+    ]

crm_stage_probability/readme/CONTRIBUTORS.rst

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+* Odoo SA
+* Akim Juillerat <akim.juillerat@camptocamp.com>

crm_stage_probability/readme/DESCRIPTION.rst

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+This module restore the CRM feature from Odoo <= 12.0 with lead probability
+according to its stage.