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one2manyone2manyfieldv18CommunityEdition
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SDSD, 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

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MGtech, Moaaz Gafar
Best Answer

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

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D Enterprise
Best Answer

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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