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44
odoo-bringout-oca-crm-crm_partner_assign/README.md
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odoo-bringout-oca-crm-crm_partner_assign/README.md
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# CRM Partner Assign
|
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|
||||
Odoo addon: crm_partner_assign
|
||||
|
||||
## Installation
|
||||
|
||||
```bash
|
||||
pip install odoo-bringout-oca-crm-crm_partner_assign
|
||||
```
|
||||
|
||||
## Dependencies
|
||||
|
||||
This addon depends on:
|
||||
- crm
|
||||
|
||||
## Manifest Information
|
||||
|
||||
- **Name**: CRM Partner Assign
|
||||
- **Version**: 16.0.0.1.2
|
||||
- **Category**: Sales/CRM
|
||||
- **License**: AGPL-3
|
||||
- **Installable**: True
|
||||
|
||||
## Source
|
||||
|
||||
Based on [OCA/crm](https://github.com/OCA/crm) branch 16.0, addon `crm_partner_assign`.
|
||||
|
||||
## 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
|
||||
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|
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==================
|
||||
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
|
||||
: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/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-16-0/crm-16-0-crm_partner_assign
|
||||
: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 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 <https://odoo-community.org/page/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 <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_partner_assign%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
|
||||
~~~~~~~
|
||||
|
||||
* Moduon
|
||||
|
||||
Contributors
|
||||
~~~~~~~~~~~~
|
||||
|
||||
* Eduardo de Miguel (`Moduon <https://www.moduon.team/>`__)
|
||||
* Rafael Blasco (`Moduon <https://www.moduon.team/>`__)
|
||||
|
||||
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 <https://odoo-community.org/page/maintainer-role>`__:
|
||||
|
||||
|maintainer-Shide|
|
||||
|
||||
This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/16.0/crm_partner_assign>`_ project on GitHub.
|
||||
|
||||
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
|
||||
|
|
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|
|||
from . import models
|
||||
|
|
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|
|||
# 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": "16.0.0.1.2",
|
||||
"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",
|
||||
],
|
||||
}
|
||||
|
|
@ -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 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_partner_assign
|
||||
#: model:ir.model.fields,field_description:crm_partner_assign.field_crm_lead__partner_assigned_id
|
||||
msgid "Assigned Partner"
|
||||
msgstr "Dodjeljeni 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 "Dodijeljeni kontakt partnera"
|
||||
|
||||
#. 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 "Dodjeljeni partner"
|
||||
|
||||
#. module: crm_partner_assign
|
||||
#: model:ir.model,name:crm_partner_assign.model_res_partner
|
||||
msgid "Contact"
|
||||
msgstr "Kontakt"
|
||||
|
||||
#. 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 "Implementacijska referenca"
|
||||
|
||||
#. 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 "Broj implementiranih"
|
||||
|
||||
#. 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 "Implementirao"
|
||||
|
||||
#. 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 "Posljednji datum kada je ovaj slučaj dodijeljen partneru"
|
||||
|
||||
#. module: crm_partner_assign
|
||||
#: model:ir.model,name:crm_partner_assign.model_crm_lead
|
||||
msgid "Lead/Opportunity"
|
||||
msgstr "Potencijal/Prilika"
|
||||
|
||||
#. module: crm_partner_assign
|
||||
#: model:ir.model.fields,field_description:crm_partner_assign.field_crm_lead__date_partner_assign
|
||||
msgid "Partner Assignment Date"
|
||||
msgstr "Datum dodjele partnera"
|
||||
|
||||
#. 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 "Kontakt partnera kojem je ovaj slučaj dodijeljen."
|
||||
|
||||
#. 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 kojem je ovaj slučaj dodijeljen."
|
||||
|
|
@ -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 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_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 ""
|
||||
|
|
@ -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: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
|
||||
#: 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,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."
|
||||
|
|
@ -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 <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_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."
|
||||
|
|
@ -0,0 +1,2 @@
|
|||
from . import crm_lead
|
||||
from . import res_partner
|
||||
|
|
@ -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
|
||||
|
|
@ -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)
|
||||
|
|
@ -0,0 +1,2 @@
|
|||
* Eduardo de Miguel (`Moduon <https://www.moduon.team/>`__)
|
||||
* Rafael Blasco (`Moduon <https://www.moduon.team/>`__)
|
||||
|
|
@ -0,0 +1,3 @@
|
|||
The development of this module has been financially supported by:
|
||||
|
||||
* Moduon Team S.L.
|
||||
|
|
@ -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.
|
||||
|
|
@ -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).
|
||||
|
|
@ -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.
|
||||
Binary file not shown.
|
After Width: | Height: | Size: 9.2 KiB |
|
|
@ -0,0 +1,458 @@
|
|||
<?xml version="1.0" encoding="utf-8"?>
|
||||
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
|
||||
<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
|
||||
<head>
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="generator" content="Docutils: https://docutils.sourceforge.io/" />
|
||||
<title>CRM Partner Assign</title>
|
||||
<style type="text/css">
|
||||
|
||||
/*
|
||||
:Author: David Goodger (goodger@python.org)
|
||||
:Id: $Id: html4css1.css 8954 2022-01-20 10:10:25Z milde $
|
||||
:Copyright: This stylesheet has been placed in the public domain.
|
||||
|
||||
Default cascading style sheet for the HTML output of Docutils.
|
||||
|
||||
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 */
|
||||
.borderless, table.borderless td, table.borderless th {
|
||||
border: 0 }
|
||||
|
||||
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|
||||
/* Override padding for "table.docutils td" with "! important".
|
||||
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|
||||
padding: 0 0.5em 0 0 ! important }
|
||||
|
||||
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|
||||
/* Override more specific margin styles with "! important". */
|
||||
margin-top: 0 ! important }
|
||||
|
||||
.last, .with-subtitle {
|
||||
margin-bottom: 0 ! important }
|
||||
|
||||
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|
||||
display: none }
|
||||
|
||||
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|
||||
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|
||||
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|
||||
|
||||
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|
||||
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|
||||
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|
||||
|
||||
a.toc-backref {
|
||||
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|
||||
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|
||||
|
||||
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|
||||
margin: 2em 5em ; }
|
||||
|
||||
dl.docutils dd {
|
||||
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|
||||
|
||||
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|
||||
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|
||||
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|
||||
|
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/* Uncomment (and remove this text!) to get bold-faced definition list terms
|
||||
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||||
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|
||||
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|
||||
|
||||
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|
||||
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||||
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|
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|
||||
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||||
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||||
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|
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||||
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||||
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||||
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|
||||
*/
|
||||
|
||||
div.dedication {
|
||||
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|
||||
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|
||||
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|
||||
|
||||
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|
||||
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|
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|
||||
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||||
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|
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width: 40% ;
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|
||||
|
||||
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||||
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
||||
font-size: smaller }
|
||||
|
||||
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|
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|
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|
||||
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|
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|
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|
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|
||||
|
||||
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|
||||
font-family: sans-serif ;
|
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|
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|
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|
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|
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font-weight: bold }
|
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|
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margin-bottom: 0 ;
|
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|
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|
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pre.literal-block, pre.doctest-block, pre.math, pre.code {
|
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margin-left: 2em ;
|
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margin-right: 2em }
|
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|
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pre.code .ln { color: grey; } /* line numbers */
|
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pre.code, code { background-color: #eeeeee }
|
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pre.code .comment, code .comment { color: #5C6576 }
|
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pre.code .keyword, code .keyword { color: #3B0D06; font-weight: bold }
|
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pre.code .literal.string, code .literal.string { color: #0C5404 }
|
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pre.code .name.builtin, code .name.builtin { color: #352B84 }
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pre.code .deleted, code .deleted { background-color: #DEB0A1}
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|
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span.pre {
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white-space: pre }
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|
||||
span.problematic {
|
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color: red }
|
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|
||||
span.section-subtitle {
|
||||
/* font-size relative to parent (h1..h6 element) */
|
||||
font-size: 80% }
|
||||
|
||||
table.citation {
|
||||
border-left: solid 1px gray;
|
||||
margin-left: 1px }
|
||||
|
||||
table.docinfo {
|
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margin: 2em 4em }
|
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|
||||
table.docutils {
|
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|
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|
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|
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|
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|
||||
table.docutils th.field-name, table.docinfo th.docinfo-name {
|
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|
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text-align: left ;
|
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padding-left: 0 }
|
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|
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/* "booktabs" style (no vertical lines) */
|
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table.docutils.booktabs {
|
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|
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border-bottom: 2px solid;
|
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|
||||
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|
||||
table.docutils.booktabs * {
|
||||
border: 0px;
|
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table.docutils.booktabs th {
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border-bottom: thin solid;
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|
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|
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h1 tt.docutils, h2 tt.docutils, h3 tt.docutils,
|
||||
h4 tt.docutils, h5 tt.docutils, h6 tt.docutils {
|
||||
font-size: 100% }
|
||||
|
||||
ul.auto-toc {
|
||||
list-style-type: none }
|
||||
|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
<div class="document" id="crm-partner-assign">
|
||||
<h1 class="title">CRM Partner Assign</h1>
|
||||
|
||||
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! This file is generated by oca-gen-addon-readme !!
|
||||
!! changes will be overwritten. !!
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||||
!! source digest: sha256:d7416d52b55cc52565e9b0ed82ac4cda387335d70caa59a89f4abde41c7b24fb
|
||||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
|
||||
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Alpha" src="https://img.shields.io/badge/maturity-Alpha-red.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_partner_assign"><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_partner_assign"><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 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.</p>
|
||||
<div class="admonition important">
|
||||
<p class="first admonition-title">Important</p>
|
||||
<p class="last">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.
|
||||
<a class="reference external" href="https://odoo-community.org/page/development-status">More details on development status</a></p>
|
||||
</div>
|
||||
<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="#usage" id="toc-entry-2">Usage</a></li>
|
||||
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-3">Bug Tracker</a></li>
|
||||
<li><a class="reference internal" href="#credits" id="toc-entry-4">Credits</a><ul>
|
||||
<li><a class="reference internal" href="#authors" id="toc-entry-5">Authors</a></li>
|
||||
<li><a class="reference internal" href="#contributors" id="toc-entry-6">Contributors</a></li>
|
||||
<li><a class="reference internal" href="#other-credits" id="toc-entry-7">Other credits</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>This module is the minimum viable product of the <em>website_crm_partner_assign</em> module.
|
||||
If you have the <em>website</em> module installed and you want a more complete module, take a look at the <em>website_crm_partner_assign</em> module.
|
||||
This module uses the same field names as the <em>website_crm_partner_assign</em> module, so if you want to use <em>website_crm_partner_assign</em> and don’t lose data, you must install <em>website_crm_partner_assign</em> and then uninstall this module (in this order).</p>
|
||||
</div>
|
||||
<div class="section" id="usage">
|
||||
<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
|
||||
<p>To use this module, you need to:</p>
|
||||
<ol class="arabic simple">
|
||||
<li>Go to Lead and assign a partner to it. You can assign a partner contact too.</li>
|
||||
<li>You can filter the leads by assigned partner.</li>
|
||||
<li>Go to Partner form and assign an partner to it.</li>
|
||||
<li>You can group Partners by assigned partner.</li>
|
||||
</ol>
|
||||
</div>
|
||||
<div class="section" id="bug-tracker">
|
||||
<h1><a class="toc-backref" href="#toc-entry-3">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_partner_assign%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-4">Credits</a></h1>
|
||||
<div class="section" id="authors">
|
||||
<h2><a class="toc-backref" href="#toc-entry-5">Authors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>Moduon</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="contributors">
|
||||
<h2><a class="toc-backref" href="#toc-entry-6">Contributors</a></h2>
|
||||
<ul class="simple">
|
||||
<li>Eduardo de Miguel (<a class="reference external" href="https://www.moduon.team/">Moduon</a>)</li>
|
||||
<li>Rafael Blasco (<a class="reference external" href="https://www.moduon.team/">Moduon</a>)</li>
|
||||
</ul>
|
||||
</div>
|
||||
<div class="section" id="other-credits">
|
||||
<h2><a class="toc-backref" href="#toc-entry-7">Other credits</a></h2>
|
||||
<p>The development of this module has been financially supported by:</p>
|
||||
<ul class="simple">
|
||||
<li>Moduon Team S.L.</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/Shide"><img alt="Shide" src="https://github.com/Shide.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_partner_assign">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_lead
|
||||
|
|
@ -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)
|
||||
|
|
@ -0,0 +1,87 @@
|
|||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<!-- Copyright 2023 Moduon Team S.L.
|
||||
License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl-3.0) -->
|
||||
<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">
|
||||
<!-- LEAD -->
|
||||
<xpath
|
||||
expr="//group[@name='lead_partner']/field[@name='website']"
|
||||
position="before"
|
||||
>
|
||||
<field name="partner_contact_assigned_id" />
|
||||
<field name="partner_assigned_id" />
|
||||
</xpath>
|
||||
<xpath
|
||||
expr="//group[@name='opportunity_partner']/label[@for='email_from']"
|
||||
position="before"
|
||||
>
|
||||
<field name="partner_contact_assigned_id" />
|
||||
<field name="partner_assigned_id" />
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="crm_case_tree_view_leads" model="ir.ui.view">
|
||||
<field name="name">crm.lead.tree.lead</field>
|
||||
<field name="model">crm.lead</field>
|
||||
<field name="inherit_id" ref="crm.crm_case_tree_view_leads" />
|
||||
<field name="arch" type="xml">
|
||||
<xpath expr="//tree/field[@name='country_id']" position="after">
|
||||
<field name="partner_assigned_id" optional="hide" />
|
||||
<field name="partner_contact_assigned_id" optional="hide" />
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="crm_case_tree_view_oppor" model="ir.ui.view">
|
||||
<field name="name">crm.lead.tree.opportunity</field>
|
||||
<field name="model">crm.lead</field>
|
||||
<field name="inherit_id" ref="crm.crm_case_tree_view_oppor" />
|
||||
<field name="arch" type="xml">
|
||||
<xpath expr="//tree/field[@name='country_id']" position="after">
|
||||
<field name="partner_assigned_id" optional="hide" />
|
||||
<field name="partner_contact_assigned_id" optional="hide" />
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_crm_case_leads_filter" model="ir.ui.view">
|
||||
<field name="name">crm.lead.search.lead</field>
|
||||
<field name="model">crm.lead</field>
|
||||
<field name="inherit_id" ref="crm.view_crm_case_leads_filter" />
|
||||
<field name="arch" type="xml">
|
||||
<xpath expr="//search/field[@name='activity_state']" position="before">
|
||||
<field name="partner_assigned_id" />
|
||||
</xpath>
|
||||
<xpath expr="//search/group/separator" position="before">
|
||||
<filter
|
||||
string="Assigned partner"
|
||||
name="grp_partner_assigned"
|
||||
context="{'group_by': 'partner_assigned_id'}"
|
||||
/>
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_crm_case_opportunities_filter" model="ir.ui.view">
|
||||
<field name="name">crm.lead.search.opportunity</field>
|
||||
<field name="model">crm.lead</field>
|
||||
<field name="inherit_id" ref="crm.view_crm_case_opportunities_filter" />
|
||||
<field name="arch" type="xml">
|
||||
<xpath expr="//search/field[@name='activity_state']" position="before">
|
||||
<field name="partner_assigned_id" />
|
||||
</xpath>
|
||||
<xpath expr="//search/group/separator" position="before">
|
||||
<filter
|
||||
string="Assigned partner"
|
||||
name="grp_partner_assigned"
|
||||
context="{'group_by': 'partner_assigned_id'}"
|
||||
/>
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
</odoo>
|
||||
|
|
@ -0,0 +1,30 @@
|
|||
<?xml version="1.0" encoding="utf-8" ?>
|
||||
<!-- Copyright 2023 Moduon Team S.L.
|
||||
License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl-3.0) -->
|
||||
<odoo>
|
||||
<record id="view_partner_form" model="ir.ui.view">
|
||||
<field name="name">res.partner.form</field>
|
||||
<field name="model">res.partner</field>
|
||||
<field name="inherit_id" ref="base.view_partner_form" />
|
||||
<field name="arch" type="xml">
|
||||
<xpath expr="//group[@name='sale']" position="inside">
|
||||
<field name="assigned_partner_id" groups="base.group_no_one" />
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<record id="view_res_partner_filter" model="ir.ui.view">
|
||||
<field name="name">res.partner.select</field>
|
||||
<field name="model">res.partner</field>
|
||||
<field name="inherit_id" ref="base.view_res_partner_filter" />
|
||||
<field name="arch" type="xml">
|
||||
<xpath expr="//group" position="inside">
|
||||
<filter
|
||||
name="grp_assigned_partner"
|
||||
string="Assigned partner"
|
||||
context="{'group_by': 'assigned_partner_id'}"
|
||||
/>
|
||||
</xpath>
|
||||
</field>
|
||||
</record>
|
||||
</odoo>
|
||||
32
odoo-bringout-oca-crm-crm_partner_assign/doc/ARCHITECTURE.md
Normal file
32
odoo-bringout-oca-crm-crm_partner_assign/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_partner_assign Module - crm_partner_assign
|
||||
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_partner_assign. 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_partner_assign/doc/FAQ.md
Normal file
4
odoo-bringout-oca-crm-crm_partner_assign/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_partner_assign or install in UI.
|
||||
7
odoo-bringout-oca-crm-crm_partner_assign/doc/INSTALL.md
Normal file
7
odoo-bringout-oca-crm-crm_partner_assign/doc/INSTALL.md
Normal file
|
|
@ -0,0 +1,7 @@
|
|||
# Install
|
||||
|
||||
```bash
|
||||
pip install odoo-bringout-oca-crm-crm_partner_assign"
|
||||
# or
|
||||
uv pip install odoo-bringout-oca-crm-crm_partner_assign"
|
||||
```
|
||||
13
odoo-bringout-oca-crm-crm_partner_assign/doc/MODELS.md
Normal file
13
odoo-bringout-oca-crm-crm_partner_assign/doc/MODELS.md
Normal file
|
|
@ -0,0 +1,13 @@
|
|||
# Models
|
||||
|
||||
Detected core models and extensions in crm_partner_assign.
|
||||
|
||||
```mermaid
|
||||
classDiagram
|
||||
class crm_lead
|
||||
class res_partner
|
||||
```
|
||||
|
||||
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_partner_assign/doc/OVERVIEW.md
Normal file
6
odoo-bringout-oca-crm-crm_partner_assign/doc/OVERVIEW.md
Normal file
|
|
@ -0,0 +1,6 @@
|
|||
# Overview
|
||||
|
||||
Packaged Odoo addon: crm_partner_assign. Provides features documented in upstream Odoo 16 under this addon.
|
||||
|
||||
- Source: OCA/OCB 16.0, addon crm_partner_assign
|
||||
- License: LGPL-3
|
||||
3
odoo-bringout-oca-crm-crm_partner_assign/doc/REPORTS.md
Normal file
3
odoo-bringout-oca-crm-crm_partner_assign/doc/REPORTS.md
Normal file
|
|
@ -0,0 +1,3 @@
|
|||
# Reports
|
||||
|
||||
This module does not define custom reports.
|
||||
8
odoo-bringout-oca-crm-crm_partner_assign/doc/SECURITY.md
Normal file
8
odoo-bringout-oca-crm-crm_partner_assign/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_partner_assign/doc/USAGE.md
Normal file
7
odoo-bringout-oca-crm-crm_partner_assign/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_partner_assign
|
||||
```
|
||||
3
odoo-bringout-oca-crm-crm_partner_assign/doc/WIZARDS.md
Normal file
3
odoo-bringout-oca-crm-crm_partner_assign/doc/WIZARDS.md
Normal file
|
|
@ -0,0 +1,3 @@
|
|||
# Wizards
|
||||
|
||||
This module does not include UI wizards.
|
||||
42
odoo-bringout-oca-crm-crm_partner_assign/pyproject.toml
Normal file
42
odoo-bringout-oca-crm-crm_partner_assign/pyproject.toml
Normal file
|
|
@ -0,0 +1,42 @@
|
|||
[project]
|
||||
name = "odoo-bringout-oca-crm-crm_partner_assign"
|
||||
version = "16.0.0"
|
||||
description = "CRM Partner Assign - Assign a Partner to an Opportunity/Lead/Partner to indicate Partnership"
|
||||
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_partner_assign"]
|
||||
|
||||
[tool.rye]
|
||||
managed = true
|
||||
dev-dependencies = [
|
||||
"pytest>=8.4.1",
|
||||
]
|
||||
Loading…
Add table
Add a link
Reference in a new issue