From 2d4528917339de31c00422a7e7842cb1742267a6 Mon Sep 17 00:00:00 2001 From: Eduardo De Miguel Date: Thu, 13 Apr 2023 12:00:18 +0200 Subject: [PATCH 1/6] [ADD] crm_partner_assign --- crm_partner_assign/README.rst | 113 +++++ crm_partner_assign/__init__.py | 1 + crm_partner_assign/__manifest__.py | 23 + .../i18n/crm_partner_assign.pot | 79 +++ crm_partner_assign/i18n/es.po | 83 ++++ crm_partner_assign/models/__init__.py | 2 + crm_partner_assign/models/crm_lead.py | 51 ++ crm_partner_assign/models/res_partner.py | 27 ++ crm_partner_assign/readme/CONTRIBUTORS.rst | 2 + crm_partner_assign/readme/CREDITS.rst | 3 + crm_partner_assign/readme/DESCRIPTION.rst | 3 + crm_partner_assign/readme/INSTALL.rst | 3 + crm_partner_assign/readme/USAGE.rst | 6 + .../static/description/icon.png | Bin 0 -> 9455 bytes .../static/description/index.html | 456 ++++++++++++++++++ crm_partner_assign/tests/__init__.py | 1 + crm_partner_assign/tests/test_crm_lead.py | 22 + crm_partner_assign/views/crm_lead_view.xml | 87 ++++ crm_partner_assign/views/res_partner_view.xml | 30 ++ 19 files changed, 992 insertions(+) create mode 100644 crm_partner_assign/README.rst create mode 100644 crm_partner_assign/__init__.py create mode 100644 crm_partner_assign/__manifest__.py create mode 100644 crm_partner_assign/i18n/crm_partner_assign.pot create mode 100644 crm_partner_assign/i18n/es.po create mode 100644 crm_partner_assign/models/__init__.py create mode 100644 crm_partner_assign/models/crm_lead.py create mode 100644 crm_partner_assign/models/res_partner.py create mode 100644 crm_partner_assign/readme/CONTRIBUTORS.rst create mode 100644 crm_partner_assign/readme/CREDITS.rst create mode 100644 crm_partner_assign/readme/DESCRIPTION.rst create mode 100644 crm_partner_assign/readme/INSTALL.rst create mode 100644 crm_partner_assign/readme/USAGE.rst create mode 100644 crm_partner_assign/static/description/icon.png create mode 100644 crm_partner_assign/static/description/index.html create mode 100644 crm_partner_assign/tests/__init__.py create mode 100644 crm_partner_assign/tests/test_crm_lead.py create mode 100644 crm_partner_assign/views/crm_lead_view.xml create mode 100644 crm_partner_assign/views/res_partner_view.xml diff --git a/crm_partner_assign/README.rst b/crm_partner_assign/README.rst new file mode 100644 index 00000000000..ba5004babc0 --- /dev/null +++ b/crm_partner_assign/README.rst @@ -0,0 +1,113 @@ +================== +CRM Partner Assign +================== + +.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + !! This file is generated by oca-gen-addon-readme !! + !! changes will be overwritten. !! + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + +.. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png + :target: https://odoo-community.org/page/development-status + :alt: Alpha +.. |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%2Fcrm-lightgray.png?logo=github + :target: https://github.com/OCA/crm/tree/15.0/crm_partner_assign + :alt: OCA/crm +.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png + :target: https://translation.odoo-community.org/projects/crm-15-0/crm-15-0-crm_partner_assign + :alt: Translate me on Weblate +.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png + :target: https://runbot.odoo-community.org/runbot/111/15.0 + :alt: Try me on Runbot + +|badge1| |badge2| |badge3| |badge4| |badge5| + +This module extends the functionality of CRM Leads to support assigning an associate partner to leads +and to allow you to check if a Lead is being worked on by an associate partner. +Also you can link a Partner to another Partner as an implementation partner. + +.. IMPORTANT:: + This is an alpha version, the data model and design can change at any time without warning. + Only for development or testing purpose, do not use in production. + `More details on development status `_ + +**Table of contents** + +.. contents:: + :local: + +Installation +============ + +This module is the minimum viable product of the *website_crm_partner_assign* module. +If you have the *website* module installed and you want a more complete module, take a look at the *website_crm_partner_assign* module. +This module uses the same field names as the *website_crm_partner_assign* module, so if you want to use *website_crm_partner_assign* and don't lose data, you must install *website_crm_partner_assign* and then uninstall this module (in this order). + +Usage +===== + +To use this module, you need to: + +#. Go to Lead and assign a partner to it. You can assign a partner contact too. +#. You can filter the leads by assigned partner. +#. Go to Partner form and assign an partner to it. +#. You can group Partners by assigned partner. + +Bug Tracker +=========== + +Bugs are tracked on `GitHub Issues `_. +In case of trouble, please check there if your issue has already been reported. +If you spotted it first, help us smashing it by providing a detailed and welcomed +`feedback `_. + +Do not contact contributors directly about support or help with technical issues. + +Credits +======= + +Authors +~~~~~~~ + +* Moduon + +Contributors +~~~~~~~~~~~~ + +* Eduardo de Miguel (`Moduon `__) +* Rafael Blasco (`Moduon `__) + +Other credits +~~~~~~~~~~~~~ + +The development of this module has been financially supported by: + +* Moduon Team S.L. + +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. + +.. |maintainer-Shide| image:: https://github.com/Shide.png?size=40px + :target: https://github.com/Shide + :alt: Shide + +Current `maintainer `__: + +|maintainer-Shide| + +This module is part of the `OCA/crm `_ project on GitHub. + +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. diff --git a/crm_partner_assign/__init__.py b/crm_partner_assign/__init__.py new file mode 100644 index 00000000000..0650744f6bc --- /dev/null +++ b/crm_partner_assign/__init__.py @@ -0,0 +1 @@ +from . import models diff --git a/crm_partner_assign/__manifest__.py b/crm_partner_assign/__manifest__.py new file mode 100644 index 00000000000..effce5237d8 --- /dev/null +++ b/crm_partner_assign/__manifest__.py @@ -0,0 +1,23 @@ +# Copyright 2023 Moduon Team S.L. +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl-3.0) + +{ + "name": "CRM Partner Assign", + "summary": "Assign a Partner to an Opportunity/Lead/Partner to indicate Partnership", + "version": "15.0.0.1.1", + "development_status": "Alpha", + "category": "Sales/CRM", + "website": "https://github.com/OCA/crm", + "author": "Moduon, Odoo Community Association (OCA)", + "maintainers": ["Shide"], + "license": "AGPL-3", + "application": False, + "installable": True, + "depends": [ + "crm", + ], + "data": [ + "views/crm_lead_view.xml", + "views/res_partner_view.xml", + ], +} diff --git a/crm_partner_assign/i18n/crm_partner_assign.pot b/crm_partner_assign/i18n/crm_partner_assign.pot new file mode 100644 index 00000000000..3399bbd6ef3 --- /dev/null +++ b/crm_partner_assign/i18n/crm_partner_assign.pot @@ -0,0 +1,79 @@ +# Translation of Odoo Server. +# This file contains the translation of the following modules: +# * crm_partner_assign +# +msgid "" +msgstr "" +"Project-Id-Version: Odoo Server 15.0\n" +"Report-Msgid-Bugs-To: \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: crm_partner_assign +#: model:ir.model.fields,field_description:crm_partner_assign.field_crm_lead__partner_assigned_id +msgid "Assigned Partner" +msgstr "" + +#. module: crm_partner_assign +#: model:ir.model.fields,field_description:crm_partner_assign.field_crm_lead__partner_contact_assigned_id +msgid "Assigned Partner Contact" +msgstr "" + +#. module: crm_partner_assign +#: model_terms:ir.ui.view,arch_db:crm_partner_assign.view_crm_case_leads_filter +#: model_terms:ir.ui.view,arch_db:crm_partner_assign.view_crm_case_opportunities_filter +#: model_terms:ir.ui.view,arch_db:crm_partner_assign.view_res_partner_filter +msgid "Assigned partner" +msgstr "" + +#. module: crm_partner_assign +#: model:ir.model,name:crm_partner_assign.model_res_partner +msgid "Contact" +msgstr "" + +#. module: crm_partner_assign +#: model:ir.model.fields,field_description:crm_partner_assign.field_res_partner__implemented_partner_ids +#: model:ir.model.fields,field_description:crm_partner_assign.field_res_users__implemented_partner_ids +msgid "Implementation References" +msgstr "" + +#. module: crm_partner_assign +#: model:ir.model.fields,field_description:crm_partner_assign.field_res_partner__implemented_count +#: model:ir.model.fields,field_description:crm_partner_assign.field_res_users__implemented_count +msgid "Implemented Count" +msgstr "" + +#. module: crm_partner_assign +#: model:ir.model.fields,field_description:crm_partner_assign.field_res_partner__assigned_partner_id +#: model:ir.model.fields,field_description:crm_partner_assign.field_res_users__assigned_partner_id +msgid "Implemented by" +msgstr "" + +#. module: crm_partner_assign +#: model:ir.model.fields,help:crm_partner_assign.field_crm_lead__date_partner_assign +msgid "Last date this case was assigned to a partner" +msgstr "" + +#. module: crm_partner_assign +#: model:ir.model,name:crm_partner_assign.model_crm_lead +msgid "Lead/Opportunity" +msgstr "" + +#. module: crm_partner_assign +#: model:ir.model.fields,field_description:crm_partner_assign.field_crm_lead__date_partner_assign +msgid "Partner Assignment Date" +msgstr "" + +#. module: crm_partner_assign +#: model:ir.model.fields,help:crm_partner_assign.field_crm_lead__partner_contact_assigned_id +msgid "Partner Contact this case has been assigned to." +msgstr "" + +#. module: crm_partner_assign +#: model:ir.model.fields,help:crm_partner_assign.field_crm_lead__partner_assigned_id +msgid "Partner this case has been assigned to." +msgstr "" diff --git a/crm_partner_assign/i18n/es.po b/crm_partner_assign/i18n/es.po new file mode 100644 index 00000000000..1ca81bed8c4 --- /dev/null +++ b/crm_partner_assign/i18n/es.po @@ -0,0 +1,83 @@ +# Translation of Odoo Server. +# This file contains the translation of the following modules: +# * crm_partner_assign +# +msgid "" +msgstr "" +"Project-Id-Version: Odoo Server 15.0+e\n" +"Report-Msgid-Bugs-To: \n" +"POT-Creation-Date: 2023-04-18 10:36+0000\n" +"PO-Revision-Date: 2023-04-18 12:38+0200\n" +"Last-Translator: \n" +"Language-Team: \n" +"Language: es\n" +"MIME-Version: 1.0\n" +"Content-Type: text/plain; charset=UTF-8\n" +"Content-Transfer-Encoding: 8bit\n" +"Plural-Forms: \n" +"X-Generator: Poedit 3.1.1\n" + +#. module: crm_partner_assign +#: model:ir.model.fields,field_description:crm_partner_assign.field_crm_lead__partner_assigned_id +msgid "Assigned Partner" +msgstr "Partner asignado" + +#. module: crm_partner_assign +#: model_terms:ir.ui.view,arch_db:crm_partner_assign.view_crm_case_leads_filter +#: model_terms:ir.ui.view,arch_db:crm_partner_assign.view_crm_case_opportunities_filter +#: model_terms:ir.ui.view,arch_db:crm_partner_assign.view_res_partner_filter +msgid "Assigned partner" +msgstr "Partner asignado" + +#. module: crm_partner_assign +#: model:ir.model,name:crm_partner_assign.model_res_partner +msgid "Contact" +msgstr "Contacto" + +#. module: crm_partner_assign +#: model:ir.model.fields,field_description:crm_partner_assign.field_res_partner__implemented_partner_ids +#: model:ir.model.fields,field_description:crm_partner_assign.field_res_users__implemented_partner_ids +msgid "Implementation References" +msgstr "Referencias de implementación" + +#. module: crm_partner_assign +#: model:ir.model.fields,field_description:crm_partner_assign.field_res_partner__implemented_count +#: model:ir.model.fields,field_description:crm_partner_assign.field_res_users__implemented_count +msgid "Implemented Count" +msgstr "Recuento de implementaciones" + +#. module: crm_partner_assign +#: model:ir.model.fields,field_description:crm_partner_assign.field_res_partner__assigned_partner_id +#: model:ir.model.fields,field_description:crm_partner_assign.field_res_users__assigned_partner_id +msgid "Implemented by" +msgstr "Implementado por" + +#. module: crm_partner_assign +#: model:ir.model.fields,help:crm_partner_assign.field_crm_lead__date_partner_assign +msgid "Last date this case was assigned to a partner" +msgstr "Última fecha en la que este caso fue reenviado/asignado a un partner" + +#. module: crm_partner_assign +#: model:ir.model,name:crm_partner_assign.model_crm_lead +msgid "Lead/Opportunity" +msgstr "Lead/Oportunidad" + +#. module: crm_partner_assign +#: model:ir.model.fields,field_description:crm_partner_assign.field_crm_lead__date_partner_assign +msgid "Partner Assignment Date" +msgstr "Fecha de asignación del Partner" + +#. module: crm_partner_assign +#: model:ir.model.fields,field_description:crm_partner_assign.field_crm_lead__partner_contact_assigned_id +msgid "Assigned Partner Contact" +msgstr "Contacto de Partner" + +#. module: crm_partner_assign +#: model:ir.model.fields,help:crm_partner_assign.field_crm_lead__partner_contact_assigned_id +msgid "Partner Contact this case has been assigned to." +msgstr "Contacto de Partner al que este caso ha sido reenviado/asignado." + +#. module: crm_partner_assign +#: model:ir.model.fields,help:crm_partner_assign.field_crm_lead__partner_assigned_id +msgid "Partner this case has been assigned to." +msgstr "Partner al que este caso ha sido reenviado/asignado." diff --git a/crm_partner_assign/models/__init__.py b/crm_partner_assign/models/__init__.py new file mode 100644 index 00000000000..61645768744 --- /dev/null +++ b/crm_partner_assign/models/__init__.py @@ -0,0 +1,2 @@ +from . import crm_lead +from . import res_partner diff --git a/crm_partner_assign/models/crm_lead.py b/crm_partner_assign/models/crm_lead.py new file mode 100644 index 00000000000..fedbb12277f --- /dev/null +++ b/crm_partner_assign/models/crm_lead.py @@ -0,0 +1,51 @@ +# Copyright 2023 Moduon Team S.L. +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl-3.0) + +from odoo import api, fields, models + + +class CRMLead(models.Model): + _inherit = "crm.lead" + + partner_contact_assigned_id = fields.Many2one( + comodel_name="res.partner", + domain="[('is_company', '=', False)]", + string="Assigned Partner Contact", + tracking=True, + help="Partner Contact this case has been assigned to.", + check_company=True, + ) + partner_assigned_id = fields.Many2one( + comodel_name="res.partner", + string="Assigned Partner", + help="Partner this case has been assigned to.", + related="partner_contact_assigned_id.commercial_partner_id", + store=True, + readonly=True, + check_company=True, + ) + date_partner_assign = fields.Date( + compute="_compute_date_partner_assign", + string="Partner Assignment Date", + readonly=False, + store=True, + copy=True, + help="Last date this case was assigned to a partner", + ) + + @api.depends("partner_assigned_id") + def _compute_date_partner_assign(self): + for lead in self: + if not lead.partner_assigned_id: + lead.date_partner_assign = False + else: + lead.date_partner_assign = fields.Date.context_today(lead) + + def _merge_get_fields(self): + fields_list = super()._merge_get_fields() + fields_list += [ + "partner_assigned_id", + "partner_contact_assigned_id", + "date_partner_assign", + ] + return fields_list diff --git a/crm_partner_assign/models/res_partner.py b/crm_partner_assign/models/res_partner.py new file mode 100644 index 00000000000..d8ba0275480 --- /dev/null +++ b/crm_partner_assign/models/res_partner.py @@ -0,0 +1,27 @@ +# Copyright 2023 Moduon Team S.L. +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl-3.0) + +from odoo import api, fields, models + + +class ResPartner(models.Model): + _inherit = "res.partner" + + assigned_partner_id = fields.Many2one( + comodel_name="res.partner", + string="Implemented by", + ) + implemented_partner_ids = fields.One2many( + comodel_name="res.partner", + inverse_name="assigned_partner_id", + string="Implementation References", + ) + implemented_count = fields.Integer( + compute="_compute_implemented_partner_count", + store=True, + ) + + @api.depends("implemented_partner_ids", "implemented_partner_ids.active") + def _compute_implemented_partner_count(self): + for partner in self: + partner.implemented_count = len(partner.implemented_partner_ids) diff --git a/crm_partner_assign/readme/CONTRIBUTORS.rst b/crm_partner_assign/readme/CONTRIBUTORS.rst new file mode 100644 index 00000000000..249b6b1dae9 --- /dev/null +++ b/crm_partner_assign/readme/CONTRIBUTORS.rst @@ -0,0 +1,2 @@ +* Eduardo de Miguel (`Moduon `__) +* Rafael Blasco (`Moduon `__) diff --git a/crm_partner_assign/readme/CREDITS.rst b/crm_partner_assign/readme/CREDITS.rst new file mode 100644 index 00000000000..9128243f5bb --- /dev/null +++ b/crm_partner_assign/readme/CREDITS.rst @@ -0,0 +1,3 @@ +The development of this module has been financially supported by: + +* Moduon Team S.L. diff --git a/crm_partner_assign/readme/DESCRIPTION.rst b/crm_partner_assign/readme/DESCRIPTION.rst new file mode 100644 index 00000000000..b8a5cad4aad --- /dev/null +++ b/crm_partner_assign/readme/DESCRIPTION.rst @@ -0,0 +1,3 @@ +This module extends the functionality of CRM Leads to support assigning an associate partner to leads +and to allow you to check if a Lead is being worked on by an associate partner. +Also you can link a Partner to another Partner as an implementation partner. diff --git a/crm_partner_assign/readme/INSTALL.rst b/crm_partner_assign/readme/INSTALL.rst new file mode 100644 index 00000000000..f7d25c7a54d --- /dev/null +++ b/crm_partner_assign/readme/INSTALL.rst @@ -0,0 +1,3 @@ +This module is the minimum viable product of the *website_crm_partner_assign* module. +If you have the *website* module installed and you want a more complete module, take a look at the *website_crm_partner_assign* module. +This module uses the same field names as the *website_crm_partner_assign* module, so if you want to use *website_crm_partner_assign* and don't lose data, you must install *website_crm_partner_assign* and then uninstall this module (in this order). diff --git a/crm_partner_assign/readme/USAGE.rst b/crm_partner_assign/readme/USAGE.rst new file mode 100644 index 00000000000..c943ede7c46 --- /dev/null +++ b/crm_partner_assign/readme/USAGE.rst @@ -0,0 +1,6 @@ +To use this module, you need to: + +#. Go to Lead and assign a partner to it. You can assign a partner contact too. +#. You can filter the leads by assigned partner. +#. Go to Partner form and assign an partner to it. +#. You can group Partners by assigned partner. diff --git a/crm_partner_assign/static/description/icon.png b/crm_partner_assign/static/description/icon.png new file mode 100644 index 0000000000000000000000000000000000000000..3a0328b516c4980e8e44cdb63fd945757ddd132d GIT binary patch literal 9455 zcmW++2RxMjAAjx~&dlBk9S+%}OXg)AGE&Cb*&}d0jUxM@u(PQx^-s)697TX`ehR4?GS^qbkof1cslKgkU)h65qZ9Oc=ml_0temigYLJfnz{IDzUf>bGs4N!v3=Z3jMq&A#7%rM5eQ#dc?k~! zVpnB`o+K7|Al`Q_U;eD$B zfJtP*jH`siUq~{KE)`jP2|#TUEFGRryE2`i0**z#*^6~AI|YzIWy$Cu#CSLW3q=GA z6`?GZymC;dCPk~rBS%eCb`5OLr;RUZ;D`}um=H)BfVIq%7VhiMr)_#G0N#zrNH|__ zc+blN2UAB0=617@>_u;MPHN;P;N#YoE=)R#i$k_`UAA>WWCcEVMh~L_ zj--gtp&|K1#58Yz*AHCTMziU1Jzt_jG0I@qAOHsk$2}yTmVkBp_eHuY$A9)>P6o~I z%aQ?!(GqeQ-Y+b0I(m9pwgi(IIZZzsbMv+9w{PFtd_<_(LA~0H(xz{=FhLB@(1&qHA5EJw1>>=%q2f&^X>IQ{!GJ4e9U z&KlB)z(84HmNgm2hg2C0>WM{E(DdPr+EeU_N@57;PC2&DmGFW_9kP&%?X4}+xWi)( z;)z%wI5>D4a*5XwD)P--sPkoY(a~WBw;E~AW`Yue4kFa^LM3X`8x|}ZUeMnqr}>kH zG%WWW>3ml$Yez?i%)2pbKPI7?5o?hydokgQyZsNEr{a|mLdt;X2TX(#B1j35xPnPW z*bMSSOauW>o;*=kO8ojw91VX!qoOQb)zHJ!odWB}d+*K?#sY_jqPdg{Sm2HdYzdEx zOGVPhVRTGPtv0o}RfVP;Nd(|CB)I;*t&QO8h zFfekr30S!-LHmV_Su-W+rEwYXJ^;6&3|L$mMC8*bQptyOo9;>Qb9Q9`ySe3%V$A*9 zeKEe+b0{#KWGp$F+tga)0RtI)nhMa-K@JS}2krK~n8vJ=Ngm?R!9G<~RyuU0d?nz# z-5EK$o(!F?hmX*2Yt6+coY`6jGbb7tF#6nHA zuKk=GGJ;ZwON1iAfG$E#Y7MnZVmrY|j0eVI(DN_MNFJmyZ|;w4tf@=CCDZ#5N_0K= z$;R~bbk?}TpfDjfB&aiQ$VA}s?P}xPERJG{kxk5~R`iRS(SK5d+Xs9swCozZISbnS zk!)I0>t=A<-^z(cmSFz3=jZ23u13X><0b)P)^1T_))Kr`e!-pb#q&J*Q`p+B6la%C zuVl&0duN<;uOsB3%T9Fp8t{ED108<+W(nOZd?gDnfNBC3>M8WE61$So|P zVvqH0SNtDTcsUdzaMDpT=Ty0pDHHNL@Z0w$Y`XO z2M-_r1S+GaH%pz#Uy0*w$Vdl=X=rQXEzO}d6J^R6zjM1u&c9vYLvLp?W7w(?np9x1 zE_0JSAJCPB%i7p*Wvg)pn5T`8k3-uR?*NT|J`eS#_#54p>!p(mLDvmc-3o0mX*mp_ zN*AeS<>#^-{S%W<*mz^!X$w_2dHWpcJ6^j64qFBft-o}o_Vx80o0>}Du;>kLts;$8 zC`7q$QI(dKYG`Wa8#wl@V4jVWBRGQ@1dr-hstpQL)Tl+aqVpGpbSfN>5i&QMXfiZ> zaA?T1VGe?rpQ@;+pkrVdd{klI&jVS@I5_iz!=UMpTsa~mBga?1r}aRBm1WS;TT*s0f0lY=JBl66Upy)-k4J}lh=P^8(SXk~0xW=T9v*B|gzIhN z>qsO7dFd~mgxAy4V?&)=5ieYq?zi?ZEoj)&2o)RLy=@hbCRcfT5jigwtQGE{L*8<@Yd{zg;CsL5mvzfDY}P-wos_6PfprFVaeqNE%h zKZhLtcQld;ZD+>=nqN~>GvROfueSzJD&BE*}XfU|H&(FssBqY=hPCt`d zH?@s2>I(|;fcW&YM6#V#!kUIP8$Nkdh0A(bEVj``-AAyYgwY~jB zT|I7Bf@%;7aL7Wf4dZ%VqF$eiaC38OV6oy3Z#TER2G+fOCd9Iaoy6aLYbPTN{XRPz z;U!V|vBf%H!}52L2gH_+j;`bTcQRXB+y9onc^wLm5wi3-Be}U>k_u>2Eg$=k!(l@I zcCg+flakT2Nej3i0yn+g+}%NYb?ta;R?(g5SnwsQ49U8Wng8d|{B+lyRcEDvR3+`O{zfmrmvFrL6acVP%yG98X zo&+VBg@px@i)%o?dG(`T;n*$S5*rnyiR#=wW}}GsAcfyQpE|>a{=$Hjg=-*_K;UtD z#z-)AXwSRY?OPefw^iI+ z)AXz#PfEjlwTes|_{sB?4(O@fg0AJ^g8gP}ex9Ucf*@_^J(s_5jJV}c)s$`Myn|Kd z$6>}#q^n{4vN@+Os$m7KV+`}c%4)4pv@06af4-x5#wj!KKb%caK{A&Y#Rfs z-po?Dcb1({W=6FKIUirH&(yg=*6aLCekcKwyfK^JN5{wcA3nhO(o}SK#!CINhI`-I z1)6&n7O&ZmyFMuNwvEic#IiOAwNkR=u5it{B9n2sAJV5pNhar=j5`*N!Na;c7g!l$ z3aYBqUkqqTJ=Re-;)s!EOeij=7SQZ3Hq}ZRds%IM*PtM$wV z@;rlc*NRK7i3y5BETSKuumEN`Xu_8GP1Ri=OKQ$@I^ko8>H6)4rjiG5{VBM>B|%`&&s^)jS|-_95&yc=GqjNo{zFkw%%HHhS~e=s zD#sfS+-?*t|J!+ozP6KvtOl!R)@@-z24}`9{QaVLD^9VCSR2b`b!KC#o;Ki<+wXB6 zx3&O0LOWcg4&rv4QG0)4yb}7BFSEg~=IR5#ZRj8kg}dS7_V&^%#Do==#`u zpy6{ox?jWuR(;pg+f@mT>#HGWHAJRRDDDv~@(IDw&R>9643kK#HN`!1vBJHnC+RM&yIh8{gG2q zA%e*U3|N0XSRa~oX-3EAneep)@{h2vvd3Xvy$7og(sayr@95+e6~Xvi1tUqnIxoIH zVWo*OwYElb#uyW{Imam6f2rGbjR!Y3`#gPqkv57dB6K^wRGxc9B(t|aYDGS=m$&S!NmCtrMMaUg(c zc2qC=2Z`EEFMW-me5B)24AqF*bV5Dr-M5ig(l-WPS%CgaPzs6p_gnCIvTJ=Y<6!gT zVt@AfYCzjjsMEGi=rDQHo0yc;HqoRNnNFeWZgcm?f;cp(6CNylj36DoL(?TS7eU#+ z7&mfr#y))+CJOXQKUMZ7QIdS9@#-}7y2K1{8)cCt0~-X0O!O?Qx#E4Og+;A2SjalQ zs7r?qn0H044=sDN$SRG$arw~n=+T_DNdSrarmu)V6@|?1-ZB#hRn`uilTGPJ@fqEy zGt(f0B+^JDP&f=r{#Y_wi#AVDf-y!RIXU^0jXsFpf>=Ji*TeqSY!H~AMbJdCGLhC) zn7Rx+sXw6uYj;WRYrLd^5IZq@6JI1C^YkgnedZEYy<&4(z%Q$5yv#Boo{AH8n$a zhb4Y3PWdr269&?V%uI$xMcUrMzl=;w<_nm*qr=c3Rl@i5wWB;e-`t7D&c-mcQl7x! 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+

CRM Partner Assign

+ + +

Alpha License: AGPL-3 OCA/crm Translate me on Weblate Try me on Runbot

+

This module extends the functionality of CRM Leads to support assigning an associate partner to leads +and to allow you to check if a Lead is being worked on by an associate partner. +Also you can link a Partner to another Partner as an implementation partner.

+
+

Important

+

This is an alpha version, the data model and design can change at any time without warning. +Only for development or testing purpose, do not use in production. +More details on development status

+
+

Table of contents

+ +
+

Installation

+

This module is the minimum viable product of the website_crm_partner_assign module. +If you have the website module installed and you want a more complete module, take a look at the website_crm_partner_assign module. +This module uses the same field names as the website_crm_partner_assign module, so if you want to use website_crm_partner_assign and don’t lose data, you must install website_crm_partner_assign and then uninstall this module (in this order).

+
+
+

Usage

+

To use this module, you need to:

+
    +
  1. Go to Lead and assign a partner to it. You can assign a partner contact too.
    2. +
  2. You can filter the leads by assigned partner.
    3. +
  3. Go to Partner form and assign an partner to it.
    4. +
  4. You can group Partners by assigned partner.
    5. +
+
+
+

Bug Tracker

+

Bugs are tracked on GitHub Issues. +In case of trouble, please check there if your issue has already been reported. +If you spotted it first, help us smashing it by providing a detailed and welcomed +feedback.

+

Do not contact contributors directly about support or help with technical issues.

+
+
+

Credits

+
+

Authors

+
    +
  • Moduon
    • +
+
+
+

Contributors

+ +
+
+

Other credits

+

The development of this module has been financially supported by:

+
    +
  • Moduon Team S.L.
    • +
+
+
+

Maintainers

+

This module is maintained by the OCA.

+Odoo Community Association +

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.

+

Current maintainer:

+

Shide

+

This module is part of the OCA/crm project on GitHub.

+

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

+
+
+
+ + diff --git a/crm_partner_assign/tests/__init__.py b/crm_partner_assign/tests/__init__.py new file mode 100644 index 00000000000..abce0675a0f --- /dev/null +++ b/crm_partner_assign/tests/__init__.py @@ -0,0 +1 @@ +from . import test_crm_lead diff --git a/crm_partner_assign/tests/test_crm_lead.py b/crm_partner_assign/tests/test_crm_lead.py new file mode 100644 index 00000000000..bdb1ca3bb0f --- /dev/null +++ b/crm_partner_assign/tests/test_crm_lead.py @@ -0,0 +1,22 @@ +# Copyright 2023 Moduon Team S.L. +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl-3.0) + +from odoo.tests.common import TransactionCase + + +class CRMLead(TransactionCase): + def test_crm_lead_date_partner_assign(self): + """Test that `date_partner_assign` is set when assigning a partner.""" + lead = self.env["crm.lead"].create( + { + "name": "Lead 1", + "partner_contact_assigned_id": self.env["res.partner"] + .create( + { + "name": "Partner 1", + } + ) + .id, + } + ) + self.assertTrue(lead.date_partner_assign) diff --git a/crm_partner_assign/views/crm_lead_view.xml b/crm_partner_assign/views/crm_lead_view.xml new file mode 100644 index 00000000000..fe583e7a236 --- /dev/null +++ b/crm_partner_assign/views/crm_lead_view.xml @@ -0,0 +1,87 @@ + + + + + crm.lead.form + crm.lead + + + + + + + + + + + + + + + + crm.lead.tree.lead + crm.lead + + + + + + + + + + + crm.lead.tree.opportunity + crm.lead + + + + + + + + + + + crm.lead.search.lead + crm.lead + + + + + + + + + + + + + crm.lead.search.opportunity + crm.lead + + + + + + + + + + + diff --git a/crm_partner_assign/views/res_partner_view.xml b/crm_partner_assign/views/res_partner_view.xml new file mode 100644 index 00000000000..4a6bec85f53 --- /dev/null +++ b/crm_partner_assign/views/res_partner_view.xml @@ -0,0 +1,30 @@ + + + + + res.partner.form + res.partner + + + + + + + + + + res.partner.select + res.partner + + + + + + + + From aa23f12d524161f92b81312646ba0fd2cb1cd7a8 Mon Sep 17 00:00:00 2001 From: Eduardo De Miguel Date: Tue, 25 Apr 2023 09:12:44 +0200 Subject: [PATCH 2/6] [MIG] crm_partner_assign: Migration to 16.0 --- crm_partner_assign/README.rst | 10 +++++----- crm_partner_assign/__manifest__.py | 2 +- crm_partner_assign/i18n/crm_partner_assign.pot | 2 +- crm_partner_assign/static/description/index.html | 6 +++--- 4 files changed, 10 insertions(+), 10 deletions(-) diff --git a/crm_partner_assign/README.rst b/crm_partner_assign/README.rst index ba5004babc0..e6f127669eb 100644 --- a/crm_partner_assign/README.rst +++ b/crm_partner_assign/README.rst @@ -14,13 +14,13 @@ CRM Partner Assign :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html :alt: License: AGPL-3 .. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github - :target: https://github.com/OCA/crm/tree/15.0/crm_partner_assign + :target: https://github.com/OCA/crm/tree/16.0/crm_partner_assign :alt: OCA/crm .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png - :target: https://translation.odoo-community.org/projects/crm-15-0/crm-15-0-crm_partner_assign + :target: https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_partner_assign :alt: Translate me on Weblate .. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png - :target: https://runbot.odoo-community.org/runbot/111/15.0 + :target: https://runbot.odoo-community.org/runbot/111/16.0 :alt: Try me on Runbot |badge1| |badge2| |badge3| |badge4| |badge5| @@ -62,7 +62,7 @@ Bug Tracker Bugs are tracked on `GitHub Issues `_. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed -`feedback `_. +`feedback `_. Do not contact contributors directly about support or help with technical issues. @@ -108,6 +108,6 @@ Current `maintainer `__: |maintainer-Shide| -This module is part of the `OCA/crm `_ project on GitHub. +This module is part of the `OCA/crm `_ project on GitHub. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. diff --git a/crm_partner_assign/__manifest__.py b/crm_partner_assign/__manifest__.py index effce5237d8..0f1fda57dbc 100644 --- a/crm_partner_assign/__manifest__.py +++ b/crm_partner_assign/__manifest__.py @@ -4,7 +4,7 @@ { "name": "CRM Partner Assign", "summary": "Assign a Partner to an Opportunity/Lead/Partner to indicate Partnership", - "version": "15.0.0.1.1", + "version": "16.0.0.1.1", "development_status": "Alpha", "category": "Sales/CRM", "website": "https://github.com/OCA/crm", diff --git a/crm_partner_assign/i18n/crm_partner_assign.pot b/crm_partner_assign/i18n/crm_partner_assign.pot index 3399bbd6ef3..26838abaece 100644 --- a/crm_partner_assign/i18n/crm_partner_assign.pot +++ b/crm_partner_assign/i18n/crm_partner_assign.pot @@ -4,7 +4,7 @@ # msgid "" msgstr "" -"Project-Id-Version: Odoo Server 15.0\n" +"Project-Id-Version: Odoo Server 16.0\n" "Report-Msgid-Bugs-To: \n" "Last-Translator: \n" "Language-Team: \n" diff --git a/crm_partner_assign/static/description/index.html b/crm_partner_assign/static/description/index.html index 9f8d04f0407..d1d1ba5f2e8 100644 --- a/crm_partner_assign/static/description/index.html +++ b/crm_partner_assign/static/description/index.html @@ -367,7 +367,7 @@

CRM Partner Assign

!! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --> -

Alpha License: AGPL-3 OCA/crm Translate me on Weblate Try me on Runbot

+

Alpha License: AGPL-3 OCA/crm Translate me on Weblate Try me on Runbot

This module extends the functionality of CRM Leads to support assigning an associate partner to leads and to allow you to check if a Lead is being worked on by an associate partner. Also you can link a Partner to another Partner as an implementation partner.

@@ -413,7 +413,7 @@

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smashing it by providing a detailed and welcomed -feedback.

+feedback.

Do not contact contributors directly about support or help with technical issues.

@@ -447,7 +447,7 @@

Maintainers

promote its widespread use.

Current maintainer:

Shide

-

This module is part of the OCA/crm project on GitHub.

+

This module is part of the OCA/crm project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

From f087ccb2927778d747adae090e60a30574a0c6e9 Mon Sep 17 00:00:00 2001 From: OCA-git-bot Date: Tue, 25 Apr 2023 08:02:50 +0000 Subject: [PATCH 3/6] crm_partner_assign 16.0.0.1.2 --- crm_partner_assign/__manifest__.py | 2 +- crm_partner_assign/i18n/es.po | 10 +++++----- 2 files changed, 6 insertions(+), 6 deletions(-) diff --git a/crm_partner_assign/__manifest__.py b/crm_partner_assign/__manifest__.py index 0f1fda57dbc..3fb73047bfe 100644 --- a/crm_partner_assign/__manifest__.py +++ b/crm_partner_assign/__manifest__.py @@ -4,7 +4,7 @@ { "name": "CRM Partner Assign", "summary": "Assign a Partner to an Opportunity/Lead/Partner to indicate Partnership", - "version": "16.0.0.1.1", + "version": "16.0.0.1.2", "development_status": "Alpha", "category": "Sales/CRM", "website": "https://github.com/OCA/crm", diff --git a/crm_partner_assign/i18n/es.po b/crm_partner_assign/i18n/es.po index 1ca81bed8c4..7e830f55a78 100644 --- a/crm_partner_assign/i18n/es.po +++ b/crm_partner_assign/i18n/es.po @@ -22,6 +22,11 @@ msgstr "" msgid "Assigned Partner" msgstr "Partner asignado" +#. module: crm_partner_assign +#: model:ir.model.fields,field_description:crm_partner_assign.field_crm_lead__partner_contact_assigned_id +msgid "Assigned Partner Contact" +msgstr "Contacto de Partner" + #. module: crm_partner_assign #: model_terms:ir.ui.view,arch_db:crm_partner_assign.view_crm_case_leads_filter #: model_terms:ir.ui.view,arch_db:crm_partner_assign.view_crm_case_opportunities_filter @@ -67,11 +72,6 @@ msgstr "Lead/Oportunidad" msgid "Partner Assignment Date" msgstr "Fecha de asignación del Partner" -#. module: crm_partner_assign -#: model:ir.model.fields,field_description:crm_partner_assign.field_crm_lead__partner_contact_assigned_id -msgid "Assigned Partner Contact" -msgstr "Contacto de Partner" - #. module: crm_partner_assign #: model:ir.model.fields,help:crm_partner_assign.field_crm_lead__partner_contact_assigned_id msgid "Partner Contact this case has been assigned to." From 1ca974c2b36d1b6401abb5b5d5c49b29999b2a7c Mon Sep 17 00:00:00 2001 From: mymage Date: Mon, 12 Jun 2023 13:15:55 +0000 Subject: [PATCH 4/6] Added translation using Weblate (Italian) --- crm_partner_assign/README.rst | 15 ++-- crm_partner_assign/i18n/it.po | 82 +++++++++++++++++++ .../static/description/index.html | 48 +++++------ 3 files changed, 116 insertions(+), 29 deletions(-) create mode 100644 crm_partner_assign/i18n/it.po diff --git a/crm_partner_assign/README.rst b/crm_partner_assign/README.rst index e6f127669eb..b2c0a6dc636 100644 --- a/crm_partner_assign/README.rst +++ b/crm_partner_assign/README.rst @@ -2,10 +2,13 @@ CRM Partner Assign ================== -.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! +.. + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + !! source digest: sha256:d7416d52b55cc52565e9b0ed82ac4cda387335d70caa59a89f4abde41c7b24fb + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! .. |badge1| image:: https://img.shields.io/badge/maturity-Alpha-red.png :target: https://odoo-community.org/page/development-status @@ -19,11 +22,11 @@ CRM Partner Assign .. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png :target: https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_partner_assign :alt: Translate me on Weblate -.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png - :target: https://runbot.odoo-community.org/runbot/111/16.0 - :alt: Try me on Runbot +.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png + :target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=16.0 + :alt: Try me on Runboat -|badge1| |badge2| |badge3| |badge4| |badge5| +|badge1| |badge2| |badge3| |badge4| |badge5| This module extends the functionality of CRM Leads to support assigning an associate partner to leads and to allow you to check if a Lead is being worked on by an associate partner. @@ -61,7 +64,7 @@ Bug Tracker Bugs are tracked on `GitHub Issues `_. In case of trouble, please check there if your issue has already been reported. -If you spotted it first, help us smashing it by providing a detailed and welcomed +If you spotted it first, help us to smash it by providing a detailed and welcomed `feedback `_. Do not contact contributors directly about support or help with technical issues. diff --git a/crm_partner_assign/i18n/it.po b/crm_partner_assign/i18n/it.po new file mode 100644 index 00000000000..0e52b582869 --- /dev/null +++ b/crm_partner_assign/i18n/it.po @@ -0,0 +1,82 @@ +# Translation of Odoo Server. +# This file contains the translation of the following modules: +# * crm_partner_assign +# +msgid "" +msgstr "" +"Project-Id-Version: Odoo Server 16.0\n" +"Report-Msgid-Bugs-To: \n" +"PO-Revision-Date: 2023-06-14 14:10+0000\n" +"Last-Translator: mymage \n" +"Language-Team: none\n" +"Language: it\n" +"MIME-Version: 1.0\n" +"Content-Type: text/plain; charset=UTF-8\n" +"Content-Transfer-Encoding: \n" +"Plural-Forms: nplurals=2; plural=n != 1;\n" +"X-Generator: Weblate 4.17\n" + +#. module: crm_partner_assign +#: model:ir.model.fields,field_description:crm_partner_assign.field_crm_lead__partner_assigned_id +msgid "Assigned Partner" +msgstr "Partner assegnato" + +#. module: crm_partner_assign +#: model:ir.model.fields,field_description:crm_partner_assign.field_crm_lead__partner_contact_assigned_id +msgid "Assigned Partner Contact" +msgstr "Contatto partner assegnato" + +#. module: crm_partner_assign +#: model_terms:ir.ui.view,arch_db:crm_partner_assign.view_crm_case_leads_filter +#: model_terms:ir.ui.view,arch_db:crm_partner_assign.view_crm_case_opportunities_filter +#: model_terms:ir.ui.view,arch_db:crm_partner_assign.view_res_partner_filter +msgid "Assigned partner" +msgstr "Partner assegnato" + +#. module: crm_partner_assign +#: model:ir.model,name:crm_partner_assign.model_res_partner +msgid "Contact" +msgstr "Contatto" + +#. module: crm_partner_assign +#: model:ir.model.fields,field_description:crm_partner_assign.field_res_partner__implemented_partner_ids +#: model:ir.model.fields,field_description:crm_partner_assign.field_res_users__implemented_partner_ids +msgid "Implementation References" +msgstr "Riferimento implementazione" + +#. module: crm_partner_assign +#: model:ir.model.fields,field_description:crm_partner_assign.field_res_partner__implemented_count +#: model:ir.model.fields,field_description:crm_partner_assign.field_res_users__implemented_count +msgid "Implemented Count" +msgstr "Conteggio implementazioni" + +#. module: crm_partner_assign +#: model:ir.model.fields,field_description:crm_partner_assign.field_res_partner__assigned_partner_id +#: model:ir.model.fields,field_description:crm_partner_assign.field_res_users__assigned_partner_id +msgid "Implemented by" +msgstr "Implementato da" + +#. module: crm_partner_assign +#: model:ir.model.fields,help:crm_partner_assign.field_crm_lead__date_partner_assign +msgid "Last date this case was assigned to a partner" +msgstr "Ultima data in cui questo argomento è stato assegnato ad un partner" + +#. module: crm_partner_assign +#: model:ir.model,name:crm_partner_assign.model_crm_lead +msgid "Lead/Opportunity" +msgstr "Contatto/Opportunità" + +#. module: crm_partner_assign +#: model:ir.model.fields,field_description:crm_partner_assign.field_crm_lead__date_partner_assign +msgid "Partner Assignment Date" +msgstr "Data assegnazione partner" + +#. module: crm_partner_assign +#: model:ir.model.fields,help:crm_partner_assign.field_crm_lead__partner_contact_assigned_id +msgid "Partner Contact this case has been assigned to." +msgstr "Contatto partner a cui è stato assegnato l'argomento." + +#. module: crm_partner_assign +#: model:ir.model.fields,help:crm_partner_assign.field_crm_lead__partner_assigned_id +msgid "Partner this case has been assigned to." +msgstr "Partner a cui è stato assegnato l'argomento." diff --git a/crm_partner_assign/static/description/index.html b/crm_partner_assign/static/description/index.html index d1d1ba5f2e8..0b5c0c31570 100644 --- a/crm_partner_assign/static/description/index.html +++ b/crm_partner_assign/static/description/index.html @@ -1,20 +1,20 @@ - + - + CRM Partner Assign