[IMP] crm_lead_currency: Set customer currency default value for existing records

crm_lead_currency/__init__.py

@@ -1 +1,2 @@
 from . import models
+from .hooks import post_init_hook

crm_lead_currency/__manifest__.py

@@ -18,5 +18,6 @@
     "data": [
         "views/crm_lead_views.xml",
     ],
+    "post_init_hook": "post_init_hook",
     "installable": True,
 }

crm_lead_currency/hooks.py

@@ -0,0 +1,21 @@
+def post_init_hook(env):
+    """Align existing leads with their company currency during installation."""
+    env.cr.execute(
+        """
+        UPDATE crm_lead AS lead
+        SET customer_currency_id = COALESCE(company.currency_id, %s)
+        FROM res_company AS company
+        WHERE company.id = lead.company_id
+            AND lead.customer_currency_id IS DISTINCT FROM company.currency_id
+        """,
+        (env.company.currency_id.id,),
+    )
+    env.cr.execute(
+        """
+        UPDATE crm_lead
+        SET customer_currency_id = %s
+        WHERE company_id IS NULL
+            AND customer_currency_id IS DISTINCT FROM %s
+        """,
+        (env.company.currency_id.id, env.company.currency_id.id),
+    )

crm_lead_currency/tests/test_crm_opportunity_currency.py

@@ -3,17 +3,29 @@
 
 from odoo.tests import TransactionCase
 
+from ..hooks import post_init_hook
+
 
 class TestCrmOpportunityCurrency(TransactionCase):
     @classmethod
     def setUpClass(cls):
         super().setUpClass()
         cls.lead = cls.env["crm.lead"].create({"name": "test lead"})
+        cls.foreign_currency = cls.env["res.currency"].search(
+            [("id", "!=", cls.lead.company_currency.id)],
+            limit=1,
+        )
+        cls.other_company = cls.env["res.company"].create(
+            {
+                "name": "Foreign Currency Company",
+                "currency_id": cls.foreign_currency.id,
+            }
+        )
 
     def test_is_same_currency(self):
         self.lead.customer_currency_id = self.lead.company_currency
         self.assertTrue(self.lead.is_same_currency)
-        self.lead.customer_currency_id = self.env.ref("base.CHF")
+        self.lead.customer_currency_id = self.foreign_currency
         self.assertFalse(self.lead.is_same_currency)
 
     def test_same_currency_expected_revenue_not_updated(self):
@@ -25,7 +37,30 @@ def test_same_currency_expected_revenue_not_updated(self):
 
     def test_different_currency_expected_revenue_updated(self):
         self.lead.expected_revenue = 100
-        self.lead.customer_currency_id = self.env.ref("base.CHF")
+        self.lead.customer_currency_id = self.foreign_currency
         self.lead.amount_customer_currency = 124
         self.lead._onchange_currency()
         self.assertNotEqual(self.lead.expected_revenue, 100)
+
+    def test_post_init_hook_sets_missing_customer_currency(self):
+        lead = self.env["crm.lead"].create({"name": "lead without customer currency"})
+        lead.customer_currency_id = False
+
+        post_init_hook(self.env)
+
+        lead.invalidate_recordset(["customer_currency_id"])
+        self.assertEqual(lead.customer_currency_id, lead.company_currency)
+
+    def test_post_init_hook_replaces_install_default_with_company_currency(self):
+        lead = self.env["crm.lead"].create(
+            {
+                "name": "lead with install default currency",
+                "company_id": self.other_company.id,
+            }
+        )
+        lead.customer_currency_id = self.env.company.currency_id
+
+        post_init_hook(self.env)
+
+        lead.invalidate_recordset(["customer_currency_id"])
+        self.assertEqual(lead.customer_currency_id, lead.company_currency)