Merge 4d3ab73 into 5b1bd99

crm_lead_currency/__init__.py

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+from . import models

crm_lead_currency/__manifest__.py

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+# Copyright 2019 Copyright 2019 Camptocamp SA
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
+
+{
+    'name': 'CRM Lead Currency',
+    'summary': """
+        On leads/opportunities, add the amount in the customer's currency.""",
+    'version': '12.0.1.0.0',
+    'license': 'AGPL-3',
+    'author': 'Camptocamp SA,Odoo Community Association (OCA)',
+    'website': 'https://github.com/OCA/crm',
+    'depends': [
+        'crm',
+    ],
+    'data': [
+        'views/crm_lead_opportunity_currency_views.xml',
+    ],
+    'installable': True,
+}

crm_lead_currency/models/__init__.py

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+from . import crm_lead

crm_lead_currency/models/crm_lead.py

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+# Copyright 2018 Camptocamp SA
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html)
+
+from odoo import api, fields, models
+
+
+class CrmLead(models.Model):
+    _inherit = 'crm.lead'
+
+    customer_currency_id = fields.Many2one(
+        string='Customer currency',
+        comodel_name='res.currency',
+        default=lambda self: self.env.user.company_id.currency_id,
+    )
+    amount_customer_currency = fields.Monetary(
+        string='Customer amount',
+        currency_field='customer_currency_id',
+    )
+    is_same_currency = fields.Boolean(
+        string='Same currency',
+        compute='_compute_is_same_currency',
+    )
+
+    @api.onchange('customer_currency_id', 'amount_customer_currency')
+    def _onchange_currency(self):
+        self.planned_revenue = self.get_revenue_in_company_currency()
+
+    @api.multi
+    def get_revenue_in_company_currency(self):
+        """Compute the planned revenue in the company currency.
+
+        If the customer currency is different than the company currency,
+        the planned revenue is computed in the company currency.
+        """
+        self.ensure_one()
+        if self.is_same_currency:
+            return self.planned_revenue
+        return self.customer_currency_id._convert(
+            self.amount_customer_currency or 0,
+            self.company_currency,
+            self.env.user.company_id,
+            fields.Datetime.now(),
+        )
+
+    @api.multi
+    @api.depends('customer_currency_id', 'company_id.currency_id')
+    def _compute_is_same_currency(self):
+        for lead in self:
+            lead.is_same_currency = (
+                lead.customer_currency_id == (
+                    lead.company_currency or
+                    self.env.user.company_id.currency_id
+                )
+            )

crm_lead_currency/readme/CONFIGURE.rst

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+No specific configuration is needed but multi-currency should be enabled for the module
+to make sense.
+

crm_lead_currency/readme/CONTRIBUTORS.rst

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+* Thierry Ducrest <thierry.ducrest@camptocamp.com>

crm_lead_currency/readme/DESCRIPTION.rst

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+This module allows to select a specific currency for a lead or an opportunity.
+If the selected currency is different to the company currency, an amount in the customer
+currency can be set and the expected revenue of the opportunity will automatically be
+computed in the company currency. The default rate used for the computation is the rate
+of the day.

crm_lead_currency/readme/INSTALL.rst

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+Just install the module.
+

crm_lead_currency/readme/USAGE.rst

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+To use this module, you need to:
+
+#. Created a new opportunity in the CRM and set a customer currency on it.

crm_lead_currency/tests/__init__.py

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+from . import test_crm_opportunity_currency

crm_lead_currency/tests/test_crm_opportunity_currency.py

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+# Copyright 2019 Camptocamp SA
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html)
+
+from odoo.tests.common import SavepointCase
+
+
+class TestCrmOpportunityCurrency(SavepointCase):
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.lead = cls.env['crm.lead'].create({
+            'name': 'test lead'
+        })
+
+    def test_is_same_currency(self):
+        self.lead.customer_currency_id = self.lead.company_id.currency_id
+        self.assertTrue(self.lead.is_same_currency)
+        self.lead.customer_currency_id = self.ref('base.CHF')
+        self.assertFalse(self.lead.is_same_currency)
+
+    def test_same_currency_planned_revenue_not_updated(self):
+        self.lead.customer_currency_id = self.lead.company_id.currency_id
+        self.lead.planned_revenue = 100
+        self.lead.amount_customer_currency = 124
+        self.lead._onchange_currency()
+        self.assertEqual(self.lead.planned_revenue, 100)
+
+    def test_different_currency_planned_revenue_updated(self):
+        self.lead.planned_revenue = 100
+        self.lead.customer_currency_id = self.ref('base.CHF')
+        self.lead.amount_customer_currency = 124
+        self.lead._onchange_currency()
+        self.assertNotEqual(self.lead.planned_revenue, 100)

crm_lead_currency/views/crm_lead_opportunity_currency_views.xml

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+<?xml version="1.0"?>
+
+<odoo>
+
+  <record id="crm_case_form_view_oppor" model="ir.ui.view">
+    <field name="name">crm.lead.form.oppor</field>
+    <field name="model">crm.lead</field>
+    <field name="inherit_id" ref="crm.crm_case_form_view_oppor"/>
+    <field name="arch" type="xml">
+      <field name="partner_id" position="before">
+        <field name="customer_currency_id"/>
+        <field name="is_same_currency" invisible="1"/>
+        <field name="amount_customer_currency" attrs="{'invisible': [('is_same_currency', '=', True)]}" />
+      </field>
+      <field name="planned_revenue" position="attributes">
+        <attribute name="attrs">{'readonly': [('is_same_currency', '=', False)]}</attribute>
+        <attribute name="force_save">1</attribute>
+      </field>
+    </field>
+  </record>
+
+  <!-- In kanban display the amount in the customer currency as suitable -->
+  <record id="crm_case_kanban_view_leads" model="ir.ui.view">
+    <field name="name">crm.lead.kanban.lead</field>
+    <field name="model">crm.lead</field>
+    <field name="inherit_id" ref="crm.crm_case_kanban_view_leads"/>
+    <field name="arch" type="xml">
+
+      <field name="planned_revenue" position="after">
+        <field name="is_same_currency"/>
+        <field name="amount_customer_currency"/>
+        <field name="customer_currency_id"/>
+      </field>
+
+      <xpath expr="//templates//field[@name='planned_revenue']" position="replace">
+        <t t-if="record.is_same_currency.raw_value">
+          <field name="planned_revenue" widget="monetary" options="{'currency_field': 'company_currency'}"/>
+        </t>
+        <t t-else="">
+          <field name="amount_customer_currency" widget="monetary" options="{'currency_field': 'customer_currency_id'}"/>
+        </t>
+      </xpath>
+
+    </field>
+  </record>
+
+</odoo>