[ADD] sale_crm_team_invoiced_payment_state

TT55088

sale_crm_team_invoiced_payment_state/README.rst

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+====================================
+Sale Crm Team Invoiced Payment State
+====================================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:9fe69c9c1ff84c38afea407ccd42ec9d41b253d8d64454832b89c6e912d4289b
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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%2Fsale--workflow-lightgray.png?logo=github
+    :target: https://github.com/OCA/sale-workflow/tree/15.0/sale_crm_team_invoiced_payment_state
+    :alt: OCA/sale-workflow
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/sale-workflow-15-0/sale-workflow-15-0-sale_crm_team_invoiced_payment_state
+    :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/sale-workflow&target_branch=15.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+Extends CRM Teams to filter invoiced amounts by payment status.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+1. Navigate to **CRM** > **Configuration** > **Settings**.
+3. In the Settings view, go to **Team Invoiced Domain** block.
+4. Select the desired **Payment Status** to calculate the team's **Invoiced Amount**.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/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/sale-workflow/issues/new?body=module:%20sale_crm_team_invoiced_payment_state%0Aversion:%2015.0%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
+~~~~~~~
+
+* Tecnativa
+
+Contributors
+~~~~~~~~~~~~
+
+- [Tecnativa](https://www.tecnativa.com):
+  - Juan Carlos Oñate
+
+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/sale-workflow <https://github.com/OCA/sale-workflow/tree/15.0/sale_crm_team_invoiced_payment_state>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

sale_crm_team_invoiced_payment_state/__init__.py

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+from . import model

sale_crm_team_invoiced_payment_state/__manifest__.py

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+# Copyright 2025 Tecnativa - Juan Carlos Oñate
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+{
+    "name": "Sale Crm Team Invoiced Payment State",
+    "version": "15.0.1.0.0",
+    "author": "Tecnativa," "Odoo Community Association (OCA)",
+    "category": "Sale",
+    "license": "AGPL-3",
+    "website": "https://github.com/OCA/sale-workflow",
+    "depends": ["sale", "crm"],
+    "data": [
+        "views/res_config_settings_views.xml",
+    ],
+    "installable": True,
+}

sale_crm_team_invoiced_payment_state/model/__init__.py

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+from . import crm_team
+from . import res_company
+from . import res_config_settings

sale_crm_team_invoiced_payment_state/model/crm_team.py

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+import ast
+
+from odoo import fields, models
+from odoo.osv import expression
+
+
+class CrmTeam(models.Model):
+    _inherit = "crm.team"
+
+    def _compute_invoiced(self):
+        if not self:
+            return
+
+        crm_team_invoiced_domain = self.env.company.crm_team_invoiced_domain
+        if not crm_team_invoiced_domain:
+            return super(CrmTeam, self)._compute_invoiced()
+        today = fields.Date.today()
+        invoiced_domain = [
+            ("move_type", "in", ["out_invoice", "out_refund", "out_receipt"]),
+            ("team_id", "in", self.ids),
+            ("date", ">=", fields.Date.to_string(today.replace(day=1))),
+            ("date", "<=", fields.Date.to_string(today)),
+        ]
+        domain_list = ast.literal_eval(crm_team_invoiced_domain)
+        invoiced_domain = expression.AND([invoiced_domain, domain_list])
+        for team in self:
+            team.invoiced = 0.0
+            moves = self.env["account.move"].search(invoiced_domain)
+            for move in moves:
+                if move.team_id == team:
+                    team.invoiced += move.amount_untaxed_signed

sale_crm_team_invoiced_payment_state/model/res_company.py

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+from odoo import fields, models
+
+
+class ResCompany(models.Model):
+    _inherit = "res.company"
+
+    crm_team_invoiced_domain = fields.Char(
+        default="['|', '|', "
+        "['payment_state', '=', 'in_payment'], "
+        "['payment_state', '=', 'paid'], "
+        "['payment_state', '=', 'reversed']]"
+    )

sale_crm_team_invoiced_payment_state/model/res_config_settings.py

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+from odoo import fields, models
+
+
+class ResConfigSettings(models.TransientModel):
+    _inherit = "res.config.settings"
+
+    crm_team_invoiced_domain = fields.Char(
+        related="company_id.crm_team_invoiced_domain", readonly=False
+    )

sale_crm_team_invoiced_payment_state/readme/CONTRIBUTORS.rst

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+- [Tecnativa](https://www.tecnativa.com):
+  - Juan Carlos Oñate

sale_crm_team_invoiced_payment_state/readme/DESCRIPTION.rst

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+Extends CRM Teams to filter invoiced amounts by payment status.

sale_crm_team_invoiced_payment_state/readme/USAGE.rst

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+1. Navigate to **CRM** > **Configuration** > **Settings**.
+3. In the Settings view, go to **Team Invoiced Domain** block.
+4. Select the desired **Payment Status** to calculate the team's **Invoiced Amount**.