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44
odoo-bringout-oca-crm-crm_lead_currency/README.md
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44
odoo-bringout-oca-crm-crm_lead_currency/README.md
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|
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|
|||
# CRM Lead Currency
|
||||
|
||||
Odoo addon: crm_lead_currency
|
||||
|
||||
## Installation
|
||||
|
||||
```bash
|
||||
pip install odoo-bringout-oca-crm-crm_lead_currency
|
||||
```
|
||||
|
||||
## Dependencies
|
||||
|
||||
This addon depends on:
|
||||
- crm
|
||||
|
||||
## Manifest Information
|
||||
|
||||
- **Name**: CRM Lead Currency
|
||||
- **Version**: 16.0.1.0.0
|
||||
- **Category**: N/A
|
||||
- **License**: AGPL-3
|
||||
- **Installable**: True
|
||||
|
||||
## Source
|
||||
|
||||
Based on [OCA/crm](https://github.com/OCA/crm) branch 16.0, addon `crm_lead_currency`.
|
||||
|
||||
## License
|
||||
|
||||
This package maintains the original AGPL-3 license from the upstream Odoo project.
|
||||
|
||||
## Documentation
|
||||
|
||||
- Overview: doc/OVERVIEW.md
|
||||
- Architecture: doc/ARCHITECTURE.md
|
||||
- Models: doc/MODELS.md
|
||||
- Controllers: doc/CONTROLLERS.md
|
||||
- Wizards: doc/WIZARDS.md
|
||||
- Install: doc/INSTALL.md
|
||||
- Usage: doc/USAGE.md
|
||||
- Configuration: doc/CONFIGURATION.md
|
||||
- Dependencies: doc/DEPENDENCIES.md
|
||||
- Troubleshooting: doc/TROUBLESHOOTING.md
|
||||
- FAQ: doc/FAQ.md
|
||||
|
|
@ -0,0 +1,107 @@
|
|||
=================
|
||||
CRM Lead Currency
|
||||
=================
|
||||
|
||||
..
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! source digest: sha256:837c205f03b38910d848a752aa0ba2cc8604f732dba770e4dd86e3f490dc4186
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
|
||||
.. |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_lead_currency
|
||||
: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_lead_currency
|
||||
: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 to select a specific currency for a lead or an opportunity.
|
||||
If the selected currency is different to the company currency, an amount in the customer
|
||||
currency can be set and the expected revenue of the opportunity will automatically be
|
||||
computed in the company currency. The default rate used for the computation is the rate
|
||||
of the day.
|
||||
|
||||
**Table of contents**
|
||||
|
||||
.. contents::
|
||||
:local:
|
||||
|
||||
Installation
|
||||
============
|
||||
|
||||
Just install the module.
|
||||
|
||||
Configuration
|
||||
=============
|
||||
|
||||
No specific configuration is needed but multi-currency should be enabled for the module
|
||||
to make sense.
|
||||
|
||||
Usage
|
||||
=====
|
||||
|
||||
To use this module, you need to:
|
||||
|
||||
#. Created a new opportunity in the CRM and set a customer currency on it.
|
||||
|
||||
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_currency%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
|
||||
~~~~~~~
|
||||
|
||||
* Camptocamp SA
|
||||
* Vauxoo
|
||||
|
||||
Contributors
|
||||
~~~~~~~~~~~~
|
||||
|
||||
* Thierry Ducrest <thierry.ducrest@camptocamp.com>
|
||||
|
||||
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-luisg123v| image:: https://github.com/luisg123v.png?size=40px
|
||||
:target: https://github.com/luisg123v
|
||||
:alt: luisg123v
|
||||
|
||||
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|
||||
|
||||
|maintainer-luisg123v|
|
||||
|
||||
This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/16.0/crm_lead_currency>`_ project on GitHub.
|
||||
|
||||
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
|
||||
|
|
@ -0,0 +1 @@
|
|||
from . import models
|
||||
|
|
@ -0,0 +1,22 @@
|
|||
# Copyright 2019 Copyright 2019 Camptocamp SA
|
||||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
|
||||
|
||||
{
|
||||
"name": "CRM Lead Currency",
|
||||
"summary": """
|
||||
On leads/opportunities, add the amount in the customer's currency.""",
|
||||
"maintainers": [
|
||||
"luisg123v",
|
||||
],
|
||||
"version": "16.0.1.0.0",
|
||||
"license": "AGPL-3",
|
||||
"author": "Camptocamp SA,Odoo Community Association (OCA),Vauxoo",
|
||||
"website": "https://github.com/OCA/crm",
|
||||
"depends": [
|
||||
"crm",
|
||||
],
|
||||
"data": [
|
||||
"views/crm_lead_views.xml",
|
||||
],
|
||||
"installable": True,
|
||||
}
|
||||
|
|
@ -0,0 +1,34 @@
|
|||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * crm_lead_currency
|
||||
#
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo Server 16.0\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_lead_currency
|
||||
#: model:ir.model.fields,field_description:crm_lead_currency.field_crm_lead__amount_customer_currency
|
||||
msgid "Customer amount"
|
||||
msgstr "Iznos kupca"
|
||||
|
||||
#. module: crm_lead_currency
|
||||
#: model:ir.model.fields,field_description:crm_lead_currency.field_crm_lead__customer_currency_id
|
||||
msgid "Customer currency"
|
||||
msgstr "Valuta kupca"
|
||||
|
||||
#. module: crm_lead_currency
|
||||
#: model:ir.model,name:crm_lead_currency.model_crm_lead
|
||||
msgid "Lead/Opportunity"
|
||||
msgstr "Potencijal/Prilika"
|
||||
|
||||
#. module: crm_lead_currency
|
||||
#: model:ir.model.fields,field_description:crm_lead_currency.field_crm_lead__is_same_currency
|
||||
msgid "Same currency"
|
||||
msgstr "Ista valuta"
|
||||
|
|
@ -0,0 +1,34 @@
|
|||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * crm_lead_currency
|
||||
#
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo Server 16.0\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_lead_currency
|
||||
#: model:ir.model.fields,field_description:crm_lead_currency.field_crm_lead__amount_customer_currency
|
||||
msgid "Customer amount"
|
||||
msgstr ""
|
||||
|
||||
#. module: crm_lead_currency
|
||||
#: model:ir.model.fields,field_description:crm_lead_currency.field_crm_lead__customer_currency_id
|
||||
msgid "Customer currency"
|
||||
msgstr ""
|
||||
|
||||
#. module: crm_lead_currency
|
||||
#: model:ir.model,name:crm_lead_currency.model_crm_lead
|
||||
msgid "Lead/Opportunity"
|
||||
msgstr ""
|
||||
|
||||
#. module: crm_lead_currency
|
||||
#: model:ir.model.fields,field_description:crm_lead_currency.field_crm_lead__is_same_currency
|
||||
msgid "Same currency"
|
||||
msgstr ""
|
||||
|
|
@ -0,0 +1,37 @@
|
|||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * crm_lead_currency
|
||||
#
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo Server 16.0+e\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"POT-Creation-Date: 2023-06-20 18:02+0000\n"
|
||||
"PO-Revision-Date: 2023-06-20 18:02+0000\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: \n"
|
||||
"Plural-Forms: \n"
|
||||
|
||||
#. module: crm_lead_currency
|
||||
#: model:ir.model.fields,field_description:crm_lead_currency.field_crm_lead__amount_customer_currency
|
||||
msgid "Customer amount"
|
||||
msgstr "Monto cliente"
|
||||
|
||||
#. module: crm_lead_currency
|
||||
#: model:ir.model.fields,field_description:crm_lead_currency.field_crm_lead__customer_currency_id
|
||||
msgid "Customer currency"
|
||||
msgstr "Moneda cliente"
|
||||
|
||||
#. module: crm_lead_currency
|
||||
#: model:ir.model,name:crm_lead_currency.model_crm_lead
|
||||
msgid "Lead/Opportunity"
|
||||
msgstr "Iniciativa/Oportunidad"
|
||||
|
||||
#. module: crm_lead_currency
|
||||
#: model:ir.model.fields,field_description:crm_lead_currency.field_crm_lead__is_same_currency
|
||||
msgid "Same currency"
|
||||
msgstr "Misma moneda"
|
||||
|
|
@ -0,0 +1,46 @@
|
|||
# Translation of Odoo Server.
|
||||
# This file contains the translation of the following modules:
|
||||
# * crm_lead_currency
|
||||
#
|
||||
msgid ""
|
||||
msgstr ""
|
||||
"Project-Id-Version: Odoo Server 16.0\n"
|
||||
"Report-Msgid-Bugs-To: \n"
|
||||
"PO-Revision-Date: 2023-06-14 15:08+0000\n"
|
||||
"Last-Translator: mymage <stefano.consolaro@mymage.it>\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_lead_currency
|
||||
#: model:ir.model.fields,field_description:crm_lead_currency.field_crm_lead__amount_customer_currency
|
||||
msgid "Customer amount"
|
||||
msgstr "Valore cliente"
|
||||
|
||||
#. module: crm_lead_currency
|
||||
#: model:ir.model.fields,field_description:crm_lead_currency.field_crm_lead__customer_currency_id
|
||||
msgid "Customer currency"
|
||||
msgstr "Valuta cliente"
|
||||
|
||||
#. module: crm_lead_currency
|
||||
#: model:ir.model,name:crm_lead_currency.model_crm_lead
|
||||
msgid "Lead/Opportunity"
|
||||
msgstr "Contatto/Opportunità"
|
||||
|
||||
#. module: crm_lead_currency
|
||||
#: model:ir.model.fields,field_description:crm_lead_currency.field_crm_lead__is_same_currency
|
||||
msgid "Same currency"
|
||||
msgstr "Stessa valuta"
|
||||
|
||||
#~ msgid "Display Name"
|
||||
#~ msgstr "Nome visualizzato"
|
||||
|
||||
#~ msgid "ID"
|
||||
#~ msgstr "ID"
|
||||
|
||||
#~ msgid "Last Modified on"
|
||||
#~ msgstr "Ultima modifica il"
|
||||
|
|
@ -0,0 +1 @@
|
|||
from . import crm_lead
|
||||
|
|
@ -0,0 +1,49 @@
|
|||
# Copyright 2018 Camptocamp SA
|
||||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html)
|
||||
|
||||
from odoo import api, fields, models
|
||||
|
||||
|
||||
class CrmLead(models.Model):
|
||||
_inherit = "crm.lead"
|
||||
|
||||
customer_currency_id = fields.Many2one(
|
||||
string="Customer currency",
|
||||
comodel_name="res.currency",
|
||||
default=lambda self: self.env.company.currency_id,
|
||||
)
|
||||
amount_customer_currency = fields.Monetary(
|
||||
string="Customer amount",
|
||||
currency_field="customer_currency_id",
|
||||
)
|
||||
is_same_currency = fields.Boolean(
|
||||
string="Same currency",
|
||||
compute="_compute_is_same_currency",
|
||||
)
|
||||
|
||||
@api.onchange("customer_currency_id", "amount_customer_currency")
|
||||
def _onchange_currency(self):
|
||||
self.expected_revenue = self.get_revenue_in_company_currency()
|
||||
|
||||
def get_revenue_in_company_currency(self):
|
||||
"""Compute the expected revenue in the company currency.
|
||||
|
||||
If the customer currency is different than the company currency,
|
||||
the expected revenue is computed in the company currency.
|
||||
"""
|
||||
self.ensure_one()
|
||||
if self.is_same_currency:
|
||||
return self.expected_revenue
|
||||
return self.customer_currency_id._convert(
|
||||
self.amount_customer_currency or 0,
|
||||
self.company_currency,
|
||||
self.env.company,
|
||||
fields.Datetime.now(),
|
||||
)
|
||||
|
||||
@api.depends("customer_currency_id", "company_currency")
|
||||
def _compute_is_same_currency(self):
|
||||
for lead in self:
|
||||
lead.is_same_currency = lead.customer_currency_id == (
|
||||
lead.company_currency or self.env.company.currency_id
|
||||
)
|
||||
|
|
@ -0,0 +1,2 @@
|
|||
No specific configuration is needed but multi-currency should be enabled for the module
|
||||
to make sense.
|
||||
|
|
@ -0,0 +1 @@
|
|||
* Thierry Ducrest <thierry.ducrest@camptocamp.com>
|
||||
|
|
@ -0,0 +1,5 @@
|
|||
This module allows to select a specific currency for a lead or an opportunity.
|
||||
If the selected currency is different to the company currency, an amount in the customer
|
||||
currency can be set and the expected revenue of the opportunity will automatically be
|
||||
computed in the company currency. The default rate used for the computation is the rate
|
||||
of the day.
|
||||
|
|
@ -0,0 +1 @@
|
|||
Just install the module.
|
||||
|
|
@ -0,0 +1,3 @@
|
|||
To use this module, you need to:
|
||||
|
||||
#. Created a new opportunity in the CRM and set a customer currency on it.
|
||||
Binary file not shown.
|
After Width: | Height: | Size: 9.2 KiB |
|
|
@ -0,0 +1,447 @@
|
|||
<?xml version="1.0" encoding="utf-8"?>
|
||||
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|
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|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
|
||||
<title>CRM Lead Currency</title>
|
||||
<style type="text/css">
|
||||
|
||||
/*
|
||||
:Author: David Goodger (goodger@python.org)
|
||||
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|
||||
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|
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|
||||
|
||||
See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to
|
||||
customize this style sheet.
|
||||
*/
|
||||
|
||||
/* used to remove borders from tables and images */
|
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.borderless, table.borderless td, table.borderless th {
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|
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|
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|
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|
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/* Override more specific margin styles with "! important". */
|
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margin-top: 0 ! important }
|
||||
|
||||
.last, .with-subtitle {
|
||||
margin-bottom: 0 ! important }
|
||||
|
||||
.hidden {
|
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|
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|
||||
.subscript {
|
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|
||||
</head>
|
||||
<body>
|
||||
<div class="document" id="crm-lead-currency">
|
||||
<h1 class="title">CRM Lead Currency</h1>
|
||||
|
||||
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! source digest: sha256:837c205f03b38910d848a752aa0ba2cc8604f732dba770e4dd86e3f490dc4186
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
|
||||
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/crm/tree/16.0/crm_lead_currency"><img alt="OCA/crm" src="https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_lead_currency"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
|
||||
<p>This module allows to select a specific currency for a lead or an opportunity.
|
||||
If the selected currency is different to the company currency, an amount in the customer
|
||||
currency can be set and the expected revenue of the opportunity will automatically be
|
||||
computed in the company currency. The default rate used for the computation is the rate
|
||||
of the day.</p>
|
||||
<p><strong>Table of contents</strong></p>
|
||||
<div class="contents local topic" id="contents">
|
||||
<ul class="simple">
|
||||
<li><a class="reference internal" href="#installation" id="toc-entry-1">Installation</a></li>
|
||||
<li><a class="reference internal" href="#configuration" id="toc-entry-2">Configuration</a></li>
|
||||
<li><a class="reference internal" href="#usage" id="toc-entry-3">Usage</a></li>
|
||||
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-4">Bug Tracker</a></li>
|
||||
<li><a class="reference internal" href="#credits" id="toc-entry-5">Credits</a><ul>
|
||||
<li><a class="reference internal" href="#authors" id="toc-entry-6">Authors</a></li>
|
||||
<li><a class="reference internal" href="#contributors" id="toc-entry-7">Contributors</a></li>
|
||||
<li><a class="reference internal" href="#maintainers" id="toc-entry-8">Maintainers</a></li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="installation">
|
||||
<h1><a class="toc-backref" href="#toc-entry-1">Installation</a></h1>
|
||||
<p>Just install the module.</p>
|
||||
</div>
|
||||
<div class="section" id="configuration">
|
||||
<h1><a class="toc-backref" href="#toc-entry-2">Configuration</a></h1>
|
||||
<p>No specific configuration is needed but multi-currency should be enabled for the module
|
||||
to make sense.</p>
|
||||
</div>
|
||||
<div class="section" id="usage">
|
||||
<h1><a class="toc-backref" href="#toc-entry-3">Usage</a></h1>
|
||||
<p>To use this module, you need to:</p>
|
||||
<ol class="arabic simple">
|
||||
<li>Created a new opportunity in the CRM and set a customer currency on it.</li>
|
||||
</ol>
|
||||
</div>
|
||||
<div class="section" id="bug-tracker">
|
||||
<h1><a class="toc-backref" href="#toc-entry-4">Bug Tracker</a></h1>
|
||||
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/crm/issues">GitHub Issues</a>.
|
||||
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
|
||||
<a class="reference external" href="https://github.com/OCA/crm/issues/new?body=module:%20crm_lead_currency%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
|
||||
<p>Do not contact contributors directly about support or help with technical issues.</p>
|
||||
</div>
|
||||
<div class="section" id="credits">
|
||||
<h1><a class="toc-backref" href="#toc-entry-5">Credits</a></h1>
|
||||
<div class="section" id="authors">
|
||||
<h2><a class="toc-backref" href="#toc-entry-6">Authors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>Camptocamp SA</li>
|
||||
<li>Vauxoo</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="contributors">
|
||||
<h2><a class="toc-backref" href="#toc-entry-7">Contributors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>Thierry Ducrest <<a class="reference external" href="mailto:thierry.ducrest@camptocamp.com">thierry.ducrest@camptocamp.com</a>></li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="maintainers">
|
||||
<h2><a class="toc-backref" href="#toc-entry-8">Maintainers</a></h2>
|
||||
<p>This module is maintained by the OCA.</p>
|
||||
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
|
||||
<p>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.</p>
|
||||
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
|
||||
<p><a class="reference external image-reference" href="https://github.com/luisg123v"><img alt="luisg123v" src="https://github.com/luisg123v.png?size=40px" /></a></p>
|
||||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/crm/tree/16.0/crm_lead_currency">OCA/crm</a> project on GitHub.</p>
|
||||
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
|
|
@ -0,0 +1 @@
|
|||
from . import test_crm_opportunity_currency
|
||||
|
|
@ -0,0 +1,31 @@
|
|||
# Copyright 2019 Camptocamp SA
|
||||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html)
|
||||
|
||||
from odoo.tests import TransactionCase
|
||||
|
||||
|
||||
class TestCrmOpportunityCurrency(TransactionCase):
|
||||
@classmethod
|
||||
def setUpClass(cls):
|
||||
super().setUpClass()
|
||||
cls.lead = cls.env["crm.lead"].create({"name": "test lead"})
|
||||
|
||||
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.assertFalse(self.lead.is_same_currency)
|
||||
|
||||
def test_same_currency_expected_revenue_not_updated(self):
|
||||
self.lead.customer_currency_id = self.lead.company_currency
|
||||
self.lead.expected_revenue = 100
|
||||
self.lead.amount_customer_currency = 124
|
||||
self.lead._onchange_currency()
|
||||
self.assertEqual(self.lead.expected_revenue, 100)
|
||||
|
||||
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.amount_customer_currency = 124
|
||||
self.lead._onchange_currency()
|
||||
self.assertNotEqual(self.lead.expected_revenue, 100)
|
||||
|
|
@ -0,0 +1,63 @@
|
|||
<?xml version="1.0" ?>
|
||||
<odoo>
|
||||
|
||||
<record id="crm_lead_view_form" model="ir.ui.view">
|
||||
<field name="name">crm.lead.form</field>
|
||||
<field name="model">crm.lead</field>
|
||||
<field name="inherit_id" ref="crm.crm_lead_view_form" />
|
||||
<field name="arch" type="xml">
|
||||
<xpath
|
||||
expr="//group[@name='opportunity_partner']//field[@name='partner_id']"
|
||||
position="before"
|
||||
>
|
||||
<field name="customer_currency_id" />
|
||||
<field name="is_same_currency" invisible="1" />
|
||||
<field
|
||||
name="amount_customer_currency"
|
||||
attrs="{'invisible': [('is_same_currency', '=', True)]}"
|
||||
/>
|
||||
</xpath>
|
||||
<field name="expected_revenue" position="attributes">
|
||||
<attribute name="attrs">
|
||||
{'readonly': [('is_same_currency', '=', False)]}
|
||||
</attribute>
|
||||
<attribute name="force_save">1</attribute>
|
||||
</field>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- In kanban display the amount in the customer currency as suitable -->
|
||||
<record id="crm_case_kanban_view_leads" model="ir.ui.view">
|
||||
<field name="name">crm.lead.kanban.lead</field>
|
||||
<field name="model">crm.lead</field>
|
||||
<field name="inherit_id" ref="crm.crm_case_kanban_view_leads" />
|
||||
<field name="priority">99</field>
|
||||
<field name="arch" type="xml">
|
||||
<field name="expected_revenue" position="after">
|
||||
<field name="is_same_currency" />
|
||||
<field name="amount_customer_currency" />
|
||||
<field name="customer_currency_id" />
|
||||
</field>
|
||||
<xpath
|
||||
expr="//templates//field[@name='expected_revenue']"
|
||||
position="replace"
|
||||
>
|
||||
<t t-if="record.is_same_currency.raw_value">
|
||||
<field
|
||||
name="expected_revenue"
|
||||
widget="monetary"
|
||||
options="{'currency_field': 'company_currency'}"
|
||||
/>
|
||||
</t>
|
||||
<t t-else="">
|
||||
<field
|
||||
name="amount_customer_currency"
|
||||
widget="monetary"
|
||||
options="{'currency_field': 'customer_currency_id'}"
|
||||
/>
|
||||
</t>
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
</odoo>
|
||||
32
odoo-bringout-oca-crm-crm_lead_currency/doc/ARCHITECTURE.md
Normal file
32
odoo-bringout-oca-crm-crm_lead_currency/doc/ARCHITECTURE.md
Normal file
|
|
@ -0,0 +1,32 @@
|
|||
# Architecture
|
||||
|
||||
```mermaid
|
||||
flowchart TD
|
||||
U[Users] -->|HTTP| V[Views and QWeb Templates]
|
||||
V --> C[Controllers]
|
||||
V --> W[Wizards – Transient Models]
|
||||
C --> M[Models and ORM]
|
||||
W --> M
|
||||
M --> R[Reports]
|
||||
DX[Data XML] --> M
|
||||
S[Security – ACLs and Groups] -. enforces .-> M
|
||||
|
||||
subgraph Crm_lead_currency Module - crm_lead_currency
|
||||
direction LR
|
||||
M:::layer
|
||||
W:::layer
|
||||
C:::layer
|
||||
V:::layer
|
||||
R:::layer
|
||||
S:::layer
|
||||
DX:::layer
|
||||
end
|
||||
|
||||
classDef layer fill:#eef8ff,stroke:#6ea8fe,stroke-width:1px
|
||||
```
|
||||
|
||||
Notes
|
||||
- Views include tree/form/kanban templates and report templates.
|
||||
- Controllers provide website/portal routes when present.
|
||||
- Wizards are UI flows implemented with `models.TransientModel`.
|
||||
- Data XML loads data/demo records; Security defines groups and access.
|
||||
|
|
@ -0,0 +1,3 @@
|
|||
# Configuration
|
||||
|
||||
Refer to Odoo settings for crm_lead_currency. Configure related models, access rights, and options as needed.
|
||||
|
|
@ -0,0 +1,3 @@
|
|||
# Controllers
|
||||
|
||||
This module does not define custom HTTP controllers.
|
||||
|
|
@ -0,0 +1,5 @@
|
|||
# Dependencies
|
||||
|
||||
This addon depends on:
|
||||
|
||||
- [crm](../../odoo-bringout-oca-ocb-crm)
|
||||
4
odoo-bringout-oca-crm-crm_lead_currency/doc/FAQ.md
Normal file
4
odoo-bringout-oca-crm-crm_lead_currency/doc/FAQ.md
Normal file
|
|
@ -0,0 +1,4 @@
|
|||
# FAQ
|
||||
|
||||
- Q: Which Odoo version? A: 16.0 (OCA/OCB packaged).
|
||||
- Q: How to enable? A: Start server with --addon crm_lead_currency or install in UI.
|
||||
7
odoo-bringout-oca-crm-crm_lead_currency/doc/INSTALL.md
Normal file
7
odoo-bringout-oca-crm-crm_lead_currency/doc/INSTALL.md
Normal file
|
|
@ -0,0 +1,7 @@
|
|||
# Install
|
||||
|
||||
```bash
|
||||
pip install odoo-bringout-oca-crm-crm_lead_currency"
|
||||
# or
|
||||
uv pip install odoo-bringout-oca-crm-crm_lead_currency"
|
||||
```
|
||||
12
odoo-bringout-oca-crm-crm_lead_currency/doc/MODELS.md
Normal file
12
odoo-bringout-oca-crm-crm_lead_currency/doc/MODELS.md
Normal file
|
|
@ -0,0 +1,12 @@
|
|||
# Models
|
||||
|
||||
Detected core models and extensions in crm_lead_currency.
|
||||
|
||||
```mermaid
|
||||
classDiagram
|
||||
class crm_lead
|
||||
```
|
||||
|
||||
Notes
|
||||
- Classes show model technical names; fields omitted for brevity.
|
||||
- Items listed under _inherit are extensions of existing models.
|
||||
6
odoo-bringout-oca-crm-crm_lead_currency/doc/OVERVIEW.md
Normal file
6
odoo-bringout-oca-crm-crm_lead_currency/doc/OVERVIEW.md
Normal file
|
|
@ -0,0 +1,6 @@
|
|||
# Overview
|
||||
|
||||
Packaged Odoo addon: crm_lead_currency. Provides features documented in upstream Odoo 16 under this addon.
|
||||
|
||||
- Source: OCA/OCB 16.0, addon crm_lead_currency
|
||||
- License: LGPL-3
|
||||
3
odoo-bringout-oca-crm-crm_lead_currency/doc/REPORTS.md
Normal file
3
odoo-bringout-oca-crm-crm_lead_currency/doc/REPORTS.md
Normal file
|
|
@ -0,0 +1,3 @@
|
|||
# Reports
|
||||
|
||||
This module does not define custom reports.
|
||||
8
odoo-bringout-oca-crm-crm_lead_currency/doc/SECURITY.md
Normal file
8
odoo-bringout-oca-crm-crm_lead_currency/doc/SECURITY.md
Normal file
|
|
@ -0,0 +1,8 @@
|
|||
# Security
|
||||
|
||||
This module does not define custom security rules or access controls beyond Odoo defaults.
|
||||
|
||||
Default Odoo security applies:
|
||||
- Base user access through standard groups
|
||||
- Model access inherited from dependencies
|
||||
- No custom row-level security rules
|
||||
|
|
@ -0,0 +1,5 @@
|
|||
# Troubleshooting
|
||||
|
||||
- Ensure Python and Odoo environment matches repo guidance.
|
||||
- Check database connectivity and logs if startup fails.
|
||||
- Validate that dependent addons listed in DEPENDENCIES.md are installed.
|
||||
7
odoo-bringout-oca-crm-crm_lead_currency/doc/USAGE.md
Normal file
7
odoo-bringout-oca-crm-crm_lead_currency/doc/USAGE.md
Normal file
|
|
@ -0,0 +1,7 @@
|
|||
# Usage
|
||||
|
||||
Start Odoo including this addon (from repo root):
|
||||
|
||||
```bash
|
||||
python3 scripts/nix_odoo_web_server.py --db-name mydb --addon crm_lead_currency
|
||||
```
|
||||
3
odoo-bringout-oca-crm-crm_lead_currency/doc/WIZARDS.md
Normal file
3
odoo-bringout-oca-crm-crm_lead_currency/doc/WIZARDS.md
Normal file
|
|
@ -0,0 +1,3 @@
|
|||
# Wizards
|
||||
|
||||
This module does not include UI wizards.
|
||||
43
odoo-bringout-oca-crm-crm_lead_currency/pyproject.toml
Normal file
43
odoo-bringout-oca-crm-crm_lead_currency/pyproject.toml
Normal file
|
|
@ -0,0 +1,43 @@
|
|||
[project]
|
||||
name = "odoo-bringout-oca-crm-crm_lead_currency"
|
||||
version = "16.0.0"
|
||||
description = "CRM Lead Currency -
|
||||
On leads/opportunities, add the amount in the customer's currency."
|
||||
authors = [
|
||||
{ name = "Ernad Husremovic", email = "hernad@bring.out.ba" }
|
||||
]
|
||||
dependencies = [
|
||||
"odoo-bringout-oca-ocb-crm>=16.0.0",
|
||||
"requests>=2.25.1"
|
||||
]
|
||||
readme = "README.md"
|
||||
requires-python = ">= 3.11"
|
||||
classifiers = [
|
||||
"Development Status :: 5 - Production/Stable",
|
||||
"Intended Audience :: Developers",
|
||||
"License :: OSI Approved :: GNU Lesser General Public License v3 (LGPLv3)",
|
||||
"Programming Language :: Python :: 3",
|
||||
"Programming Language :: Python :: 3.11",
|
||||
"Programming Language :: Python :: 3.12",
|
||||
"Topic :: Office/Business",
|
||||
]
|
||||
|
||||
[project.urls]
|
||||
homepage = "https://github.com/bringout/0"
|
||||
repository = "https://github.com/bringout/0"
|
||||
|
||||
[build-system]
|
||||
requires = ["hatchling"]
|
||||
build-backend = "hatchling.build"
|
||||
|
||||
[tool.hatch.metadata]
|
||||
allow-direct-references = true
|
||||
|
||||
[tool.hatch.build.targets.wheel]
|
||||
packages = ["crm_lead_currency"]
|
||||
|
||||
[tool.rye]
|
||||
managed = true
|
||||
dev-dependencies = [
|
||||
"pytest>=8.4.1",
|
||||
]
|
||||
Loading…
Add table
Add a link
Reference in a new issue