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Merge PR #1509 into 15.0
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88 changes: 88 additions & 0 deletions account_invoice_crm_tag/README.rst
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=======================
Account Invoice CRM Tag
=======================

..
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!! This file is generated by oca-gen-addon-readme !!
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!! source digest: sha256:841df5b6ec6c5547b7ff726b3f1bfd002910fc4b1b51e1779b387eaf874d801b
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.. |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%2Faccount--invoicing-lightgray.png?logo=github
:target: https://github.com/OCA/account-invoicing/tree/16.0/account_invoice_crm_tag
:alt: OCA/account-invoicing
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/account-invoicing-16-0/account-invoicing-16-0-account_invoice_crm_tag
: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/account-invoicing&target_branch=16.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module links the tags assigned to sale_orders with its respective invoices. These tags
are also linked to the return if it is made.

**Table of contents**

.. contents::
:local:

Usage
=====

#. Configure a sale_order
#. Go to *Other info* -> *Tags* and add your desired tags to the sale order.
#. When you create an invoice of the sale order, its assigned tags will be linked to
the created invoice


Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-invoicing/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/account-invoicing/issues/new?body=module:%20account_invoice_crm_tag%0Aversion:%2016.0%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>`_:

* Stefan Ungureanu

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/account-invoicing <https://github.com/OCA/account-invoicing/tree/16.0/account_invoice_crm_tag>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
2 changes: 2 additions & 0 deletions account_invoice_crm_tag/__init__.py
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from . import models
from . import report
17 changes: 17 additions & 0 deletions account_invoice_crm_tag/__manifest__.py
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# Copyright 2023 Tecnativa - Stefan Ungureanu
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
{
"name": "Account Invoice CRM Tag",
"version": "15.0.1.0.0",
"category": "Accounting",
"author": "Tecnativa, Odoo Community Association (OCA)",
"website": "https://github.com/OCA/account-invoicing",
"license": "AGPL-3",
"depends": ["sale"],
"data": [
"views/account_invoice_views.xml",
"report/account_invoice_report.xml",
],
"application": False,
"installable": True,
}
43 changes: 43 additions & 0 deletions account_invoice_crm_tag/i18n/account_invoice_crm_tag.pot
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * account_invoice_crm_tag
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 15.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2023-07-14 06:55+0000\n"
"PO-Revision-Date: 2023-07-14 06:55+0000\n"
"Last-Translator: \n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"

#. module: account_invoice_crm_tag
#: model:ir.model.fields,field_description:account_invoice_crm_tag.field_account_invoice_report__tag_ids
msgid "Invoice CRM Tags"
msgstr ""

#. module: account_invoice_crm_tag
#: model:ir.model.fields,field_description:account_invoice_crm_tag.field_account_bank_statement_line__tags_ids
#: model:ir.model.fields,field_description:account_invoice_crm_tag.field_account_move__tags_ids
#: model:ir.model.fields,field_description:account_invoice_crm_tag.field_account_payment__tags_ids
msgid "Invoice CRM tags"
msgstr ""

#. module: account_invoice_crm_tag
#: model:ir.model,name:account_invoice_crm_tag.model_account_invoice_report
msgid "Invoices Statistics"
msgstr ""

#. module: account_invoice_crm_tag
#: model:ir.model,name:account_invoice_crm_tag.model_account_move
msgid "Journal Entry"
msgstr ""

#. module: account_invoice_crm_tag
#: model:ir.model,name:account_invoice_crm_tag.model_sale_order
msgid "Sales Order"
msgstr ""
45 changes: 45 additions & 0 deletions account_invoice_crm_tag/i18n/es.po
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * account_invoice_crm_tag
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 15.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2023-07-14 06:55+0000\n"
"PO-Revision-Date: 2023-07-14 08:57+0200\n"
"Last-Translator: \n"
"Language-Team: \n"
"Language: es_ES\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: 8bit\n"
"Plural-Forms: nplurals=2; plural=(n != 1);\n"
"X-Generator: Poedit 3.0.1\n"

#. module: account_invoice_crm_tag
#: model:ir.model.fields,field_description:account_invoice_crm_tag.field_account_invoice_report__tag_ids
msgid "Invoice CRM Tags"
msgstr "Etiquetas CRM de facturas"

#. module: account_invoice_crm_tag
#: model:ir.model.fields,field_description:account_invoice_crm_tag.field_account_bank_statement_line__tags_ids
#: model:ir.model.fields,field_description:account_invoice_crm_tag.field_account_move__tags_ids
#: model:ir.model.fields,field_description:account_invoice_crm_tag.field_account_payment__tags_ids
msgid "Invoice CRM tags"
msgstr "Etiquetas CRM de facturas"

#. module: account_invoice_crm_tag
#: model:ir.model,name:account_invoice_crm_tag.model_account_invoice_report
msgid "Invoices Statistics"
msgstr "Estadísticas de facturas"

#. module: account_invoice_crm_tag
#: model:ir.model,name:account_invoice_crm_tag.model_account_move
msgid "Journal Entry"
msgstr "Asiento contable"

#. module: account_invoice_crm_tag
#: model:ir.model,name:account_invoice_crm_tag.model_sale_order
msgid "Sales Order"
msgstr "Pedido de venta"
2 changes: 2 additions & 0 deletions account_invoice_crm_tag/models/__init__.py
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from . import account_move
from . import sale_order
9 changes: 9 additions & 0 deletions account_invoice_crm_tag/models/account_move.py
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# Copyright 2023 Tecnativa - Stefan Ungureanu
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
from odoo import fields, models


class AccountMove(models.Model):
_inherit = "account.move"

tag_ids = fields.Many2many(comodel_name="crm.tag", string="Invoice CRM tags")
13 changes: 13 additions & 0 deletions account_invoice_crm_tag/models/sale_order.py
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# Copyright 2023 Tecnativa - Stefan Ungureanu
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
from odoo import models


class SaleOrder(models.Model):
_inherit = "sale.order"

def _prepare_invoice(self):
vals = super()._prepare_invoice()
if self.tag_ids:
vals["tag_ids"] = [(6, 0, self.tag_ids.ids)]
return vals
3 changes: 3 additions & 0 deletions account_invoice_crm_tag/readme/CONTRIBUTORS.rst
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* `Tecnativa <https://www.tecnativa.com>`_:

* Stefan Ungureanu
2 changes: 2 additions & 0 deletions account_invoice_crm_tag/readme/DESCRIPTION.rst
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This module links the tags assigned to sale_orders with its respective invoices. These tags
are also linked to the return if it is made.
4 changes: 4 additions & 0 deletions account_invoice_crm_tag/readme/USAGE.rst
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#. Configure a sale_order
#. Go to *Other info* -> *Tags* and add your desired tags to the sale order.
#. When you create an invoice of the sale order, its assigned tags will be linked to
the created invoice
1 change: 1 addition & 0 deletions account_invoice_crm_tag/report/__init__.py
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from . import account_invoice_report
17 changes: 17 additions & 0 deletions account_invoice_crm_tag/report/account_invoice_report.py
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# Copyright 2023 Tecnativa - Stefan Ungureanu
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).

from odoo import fields, models


class AccountInvoiceReport(models.Model):
_inherit = "account.invoice.report"

tag_ids = fields.Many2many(
comodel_name="crm.tag",
relation="account_move_crm_tag_rel",
column1="account_move_id",
column2="crm_tag_id",
string="Invoice CRM Tags",
readonly=True,
)
25 changes: 25 additions & 0 deletions account_invoice_crm_tag/report/account_invoice_report.xml
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<?xml version="1.0" encoding="utf-8" ?>
<!--
Copyright 2023 Tecnativa - Stefan Ungureanu
License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
-->
<odoo noupdate="1">
<record id="view_account_invoice_report_search" model="ir.ui.view">
<field name="name">account.invoice.report.search</field>
<field name="model">account.invoice.report</field>
<field name="inherit_id" ref="account.view_account_invoice_report_search" />
<field name="arch" type="xml">
<field name="partner_id" position="after">
<field name="tag_ids" />
</field>
<filter name="category_product" position="after">
<filter
string="CRM Tags"
name="tag_ids"
context="{'group_by': 'tag_ids'}"
/>
</filter>
</field>
</record>

</odoo>
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