Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:

Müşteri İlişkileri Yönetimi
e-Commerce
Muhasebe
Envanter
PoS
Proje Yönetimi
MRP

All apps

All Posts People Badges

Etiketler (View all)

odoo accounting v14 pos v15

About this forum

Yardım

Copy One2many fields information to another model

one2many one2manyfield v18 CommunityEdition

2 Cevaplar

1612 Görünümler

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

En İyi Yanıt

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')

Enjoying the discussion? Don't just read, join in!

Create an account today to enjoy exclusive features and engage with our awesome community!

Üye Ol

İlgili Gönderiler	Cevaplar	Görünümler
Custom functionality with One2many field one2many one2many_list v18 CommunityEdition	1 May 25	2024
Modify Pivot View Pivot v18 CommunityEdition	1 Haz 25	1863
Unable to send email notifications through write notifications v18 CommunityEdition	1 Haz 25	1912
Hide Records based on user group only in a particular view views record_rule v18 CommunityEdition	2 Eyl 25	1542
Unable to pass context to an action context server_action v18 CommunityEdition	1 Tem 25	1734

Bu soru işaretlendi

Store Secondary Sales Data Directly

Update _update_master_view to also sync the secondary salespeople

Enjoying the discussion? Don't just read, join in!