[18.0][ADD] crm_commission: propagate commission agents from CRM leads to partners

crm_commission/README.rst

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+==============
+CRM Commission
+==============
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:efc3406872e760bc5bfa8cc2168260090fe47794bf91a1c8ec0d6797e93167da
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |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%2Fcommission-lightgray.png?logo=github
+    :target: https://github.com/OCA/commission/tree/18.0/crm_commission
+    :alt: OCA/commission
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/commission-18-0/commission-18-0-crm_commission
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/commission&target_branch=18.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This module bridges the CRM and commission modules by allowing
+commission agents to be assigned directly on leads and opportunities.
+
+When a lead is converted into an opportunity and a customer is created
+or linked, the agents defined on the lead are automatically propagated
+to the partner's ``agent_ids`` field. This ensures that sale orders
+generated from that opportunity will inherit the correct commission
+agents through the standard ``sale_commission_oca`` computation.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+No special configuration is needed. Just install the module and the
+``Agents`` field will appear on the lead/opportunity form, next to the
+tags field.
+
+Make sure your agents are properly configured in the ``commission_oca``
+module (partners with the *Creditor/Agent* flag enabled and a commission
+assigned).
+
+Usage
+=====
+
+1. Open a lead or opportunity in the CRM.
+
+2. In the **Agents** field, select one or more commission agents.
+
+3. When converting the lead to an opportunity:
+
+   - **Create a new customer**: the new partner will be created with the
+     agents already assigned.
+   - **Link to an existing customer**: the agents will be added to the
+     existing partner (without duplicating agents already present).
+
+4. Any sale order created for that partner will automatically inherit
+   the commission agents on its lines (via ``sale_commission_oca``).
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/commission/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/commission/issues/new?body=module:%20crm_commission%0Aversion:%2018.0%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
+-------
+
+* KMEE
+
+Contributors
+------------
+
+- `KMEE <https://www.kmee.com.br>`__:
+
+  - Luis Felipe Mileo
+
+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/commission <https://github.com/OCA/commission/tree/18.0/crm_commission>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

crm_commission/__init__.py

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+from . import models
+from . import wizards

crm_commission/__manifest__.py

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+{
+    "name": "CRM Commission",
+    "version": "18.0.1.0.0",
+    "category": "Sales/CRM",
+    "summary": "Propagate commission agents from CRM leads to partners",
+    "author": "KMEE, Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/commission",
+    "license": "AGPL-3",
+    "depends": [
+        "crm",
+        "commission_oca",
+    ],
+    "data": [
+        "views/crm_lead_views.xml",
+    ],
+    "installable": True,
+}

crm_commission/models/__init__.py

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+from . import crm_lead

crm_commission/models/crm_lead.py

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+from odoo import fields, models
+
+
+class CrmLead(models.Model):
+    _inherit = "crm.lead"
+
+    lead_agent_ids = fields.Many2many(
+        comodel_name="res.partner",
+        relation="crm_lead_agent_rel",
+        column1="lead_id",
+        column2="agent_id",
+        string="Agentes",
+        domain=[("agent", "=", True)],
+        help="Agentes comissionados para este lead. "
+        "Serão propagados ao cliente na conversão.",
+    )
+
+    def _prepare_customer_values(self, partner_name, is_company=False, parent_id=False):
+        vals = super()._prepare_customer_values(
+            partner_name, is_company=is_company, parent_id=parent_id
+        )
+        if self.lead_agent_ids:
+            vals["agent_ids"] = [(6, 0, self.lead_agent_ids.ids)]
+        return vals

crm_commission/pyproject.toml

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+[build-system]
+requires = ["whool"]
+build-backend = "whool.buildapi"

crm_commission/readme/CONFIGURE.md

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+No special configuration is needed. Just install the module and the
+``Agents`` field will appear on the lead/opportunity form, next to the
+tags field.
+
+Make sure your agents are properly configured in the ``commission_oca``
+module (partners with the *Creditor/Agent* flag enabled and a commission
+assigned).

crm_commission/readme/CONTRIBUTORS.md

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+- [KMEE](https://www.kmee.com.br):
+  - Luis Felipe Mileo

crm_commission/readme/DESCRIPTION.md

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+This module bridges the CRM and commission modules by allowing commission
+agents to be assigned directly on leads and opportunities.
+
+When a lead is converted into an opportunity and a customer is created or
+linked, the agents defined on the lead are automatically propagated to the
+partner's ``agent_ids`` field. This ensures that sale orders generated from
+that opportunity will inherit the correct commission agents through the
+standard ``sale_commission_oca`` computation.

crm_commission/readme/USAGE.md

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+1. Open a lead or opportunity in the CRM.
+2. In the **Agents** field, select one or more commission agents.
+3. When converting the lead to an opportunity:
+
+   - **Create a new customer**: the new partner will be created with the
+     agents already assigned.
+   - **Link to an existing customer**: the agents will be added to the
+     existing partner (without duplicating agents already present).
+
+4. Any sale order created for that partner will automatically inherit the
+   commission agents on its lines (via ``sale_commission_oca``).