oca-crm/odoo-bringout-oca-crm-crm_salesperson_planner_sale/crm_salesperson_planner_sale
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
static/description Add oca-crm submodule with 26 CRM modules 2025-08-30 17:44:33 +02:00
tests Add oca-crm submodule with 26 CRM modules 2025-08-30 17:44:33 +02:00
views Add oca-crm submodule with 26 CRM modules 2025-08-30 17:44:33 +02:00
__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

============================
Crm Salesperson Planner Sale
============================

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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%2Fcrm-lightgray.png?logo=github
    :target: https://github.com/OCA/crm/tree/16.0/crm_salesperson_planner_sale
    :alt: OCA/crm
.. |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_salesperson_planner_sale
    :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/crm&target_branch=16.0
    :alt: Try me on Runboat

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

This module allows you to manage sales from commercial visits.
You can create Sales Quotations from visits and check the related ones.

**Table of contents**

.. contents::
   :local:

Usage
=====

* Go to any "Validated" or "Visited" visit.
* Click "New Quotation" button or click in the smart button "Quotation" and create a quotation.

In the Quotation or Sale Order you will have a new field that is related to the salesperson visit.

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_salesperson_planner_sale%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
~~~~~~~

* Sygel Technology
* Tecnativa

Contributors
~~~~~~~~~~~~

* `Sygel <https://www.sygel.es>`__:

  * Valentin Vinagre

* `Tecnativa <https://www.tecnativa.com>`_:

  * Víctor Martínez

* `Pesol <https://www.pesol.es>`__:

  * Gerardo Marin Parra <info@pesol.es>

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_salesperson_planner_sale>`_ project on GitHub.

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