oca-crm/odoo-bringout-oca-crm-crm_lead_firstname/crm_lead_firstname
Ernad Husremovic bc314398d6 Fix hr_payroll_clone: AttributeError, add journal/work_type support, use standard wizard
- Fix AttributeError: hr.payslip.run has no company_id field
- Change batch name format from MM/YYYY to YYYY-MM (remove 'Payslips' prefix)
- Add journal_id field and copy from previous batch
- Add work_type_id support (Redovni rad/Regular work) in timesheet generation
- Add duplicate check for existing timesheets to prevent duplication
- Use standard Odoo hr.payslip.employees wizard for payslip generation
- Update version to 16.0.1.1.0

🤖 assisted by claude

🤖 assisted by claude
2025-11-04 22:43:15 +01:00
..
i18n Fix hr_payroll_clone: AttributeError, add journal/work_type support, use standard wizard 2025-11-04 22:43:15 +01:00
models Add oca-crm submodule with 26 CRM modules 2025-08-30 17:44:33 +02:00
readme Add oca-crm submodule with 26 CRM modules 2025-08-30 17:44:33 +02:00
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__init__.py Add oca-crm submodule with 26 CRM modules 2025-08-30 17:44:33 +02:00
__manifest__.py Add oca-crm submodule with 26 CRM modules 2025-08-30 17:44:33 +02:00
README.rst Add oca-crm submodule with 26 CRM modules 2025-08-30 17:44:33 +02:00

===============================
Firstname and Lastname in Leads
===============================

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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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    :alt: Beta
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    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
    :alt: License: AGPL-3
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|badge1| |badge2| |badge3| |badge4| |badge5|

This module extends the functionality of CRM leads to support split first and
last name fields for contacts and allow you to port that information to and
from partners.
Since leads are expected to create partners only when needed and after
information is correctly set up, in leads there is no inverse logic to
transform the old single name in the new split names automatically. The old
single name will simply be the firstname now.

**Table of contents**

.. contents::
   :local:

Installation
============

To install this module, you need to:

* Install `OCA/partner-contact <https://github.com/OCA/partner-contact>`_ repo.

Usage
=====

To use this module, you need to:

* Go to *CRM > Leads > Leads > Create*.
* You have the new split fields *Firstname* and *Lastname*. Fill them.
* Press *Convert to Opportunity*.
* In *Related Customer* choose *Create a new customer*.
* Press *Create Opportunity*.
* In the new opportunity, go to *Followup* tab. There are the new fields too.
* If you go to the partner you just created, you will see that its first and
  last names match those in the lead.

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

Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/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/crm/issues/new?body=module:%20crm_lead_firstname%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
~~~~~~~~~~~~

* Rafael Blasco
* Jairo Llopis
* Raf Ven <raf.ven@dynapps.be>
* Nikos Tsirintanis <ntsirintanis@therp.nl>

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/crm <https://github.com/OCA/crm/tree/16.0/crm_lead_firstname>`_ project on GitHub.

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