[ADD] crm_last_dates

Author: unaiberis

crm_last_dates/README.rst

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+.. image:: https://img.shields.io/badge/license-LGPL--3-blue.svg
+   :target: https://opensource.org/licenses/LGPL-3.0
+   :alt: License: LGPL-3
+
+========================================================
+CRM Last Dates
+========================================================
+
+Overview
+========
+
+The **CRM Last Dates** module adds the last lead, meeting, and invoice dates to the `res.partner` model. This enhancement provides valuable information for sales and account management by allowing users to easily track the most recent interactions and transactions with partners.
+
+Features
+========
+
+- **Last Lead Date**: Displays the create date of the last lead associated with the partner.
+- **Last Meeting Date**: Shows the date of the most recent meeting related to the partner.
+- **Last Invoice Date**: Indicates the date of the latest invoice issued to the partner.
+
+Usage
+=====
+
+1. **Install the Module**:
+
+   - Install the module through the Odoo apps interface or by placing it in your Odoo addons directory.
+
+2. **Access Partner Records**:
+
+   - Navigate to **Contacts** > **Partners**.
+
+3. **View Last Dates**:
+
+   - Open any partner record to view the new fields under the **Sales & Purchases** tab.
+
+Configuration
+=============
+
+- **User Permissions**:
+
+  - Ensure that users have the necessary permissions to view partner records and related information.
+
+Testing
+=======
+
+Test the following scenarios:
+
+- **Field Visibility**:
+
+  - Verify that the `Last Lead Date`, `Last Meeting Date`, and `Last Invoice Date` fields are correctly displayed in the partner form view.
+
+- **Data Accuracy**:
+
+  - Ensure that the dates reflect the correct last lead, meeting, and invoice information for various partners.
+
+Bug Tracker
+===========
+
+For bugs and issues, please visit `GitHub Issues <https://github.com/avanzosc/crm-addons/issues>`_ to report or track issues.
+
+Credits
+=======
+
+Contributors
+------------
+
+* Unai Beristain <unaiberistain@avanzosc.es>
+
+* Ana Juaristi <anajuaristi@avanzosc.es>
+
+Please contact contributors for module-specific questions, but direct support requests should be made through the official channels.
+
+License
+=======
+This project is licensed under the LGPL-3 License. For more details, please refer to the LICENSE file or visit <https://opensource.org/licenses/LGPL-3.0>.

crm_last_dates/__init__.py

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+from . import models

crm_last_dates/__manifest__.py

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+{
+    "name": "CRM Last Dates",
+    "version": "14.0.1.0.0",
+    "author": "Avanzosc",
+    "summary": "Add last lead, meeting, and invoice dates to res.partner.",
+    "website": "https://github.com/avanzosc/crm-addons",
+    "license": "LGPL-3",
+    "depends": ["crm", "calendar.event", "account "],
+    "data": ["views/res_partner_view.xml"],
+    "installable": True,
+    "application": False,
+}

crm_last_dates/models/__init__.py

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+from . import res_partner

crm_last_dates/models/res_partner.py

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+from odoo import api, fields, models
+
+
+class ResPartner(models.Model):
+    _inherit = "res.partner"
+
+    last_lead_date = fields.Datetime(
+        compute="_compute_last_dates",
+        store=True,
+    )
+    last_meeting_date = fields.Datetime(
+        compute="_compute_last_dates",
+        store=True,
+    )
+    last_invoice_date = fields.Datetime(
+        compute="_compute_last_dates",
+        store=True,
+    )
+
+    @api.depends("commercial_partner_id")
+    def _compute_last_dates(self):
+        for partner in self:
+            lead = self.env["crm.lead"].search(
+                [("partner_id", "=", partner.commercial_partner_id.id)],
+                order="create_date desc",
+                limit=1,
+            )
+            partner.last_lead_date = lead.create_date if lead else False
+
+            meeting = self.env["calendar.event"].search(
+                [("partner_ids", "in", partner.commercial_partner_id.id)],
+                order="create_date desc",
+                limit=1,
+            )
+            partner.last_meeting_date = meeting.create_date if meeting else False
+
+            invoice = self.env["account.move"].search(
+                [
+                    ("partner_id", "=", partner.commercial_partner_id.id),
+                    ("move_type", "=", "out_invoice"),
+                ],
+                order="invoice_date desc",
+                limit=1,
+            )
+            partner.last_invoice_date = invoice.invoice_date if invoice else False

crm_last_dates/views/res_partner_view.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+    <record id="view_res_partner_form_inherit_last_dates" model="ir.ui.view">
+        <field name="name">res.partner.form.inherit.last.dates</field>
+        <field name="model">res.partner</field>
+        <field name="inherit_id" ref="base.view_partner_form" />
+        <field name="arch" type="xml">
+            <xpath expr="//page[2]" position="inside">
+                <group string="Last Dates">
+                    <field name="last_lead_date" />
+                    <field name="last_meeting_date" />
+                    <field name="last_invoice_date" />
+                </group>
+            </xpath>
+        </field>
+    </record>
+</odoo>

setup/crm_last_dates/odoo/addons/crm_last_dates

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+../../../../crm_last_dates

setup/crm_last_dates/setup.py

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+import setuptools
+
+setuptools.setup(
+    setup_requires=['setuptools-odoo'],
+    odoo_addon=True,
+)