Initial commit: OCA Technical packages (595 packages)

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====================
CRM Partner Required
====================
..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:d334b333e8a79dcd21845e269588495b53df365687532f6d751e04f89806de69
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.. |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-LGPL--3-blue.png
:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
:alt: License: LGPL-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_required
: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_required
: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 and makes the field partner
required in the opportunity
.. 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:
Use Cases / Context
===================
This module was developed because the field "partner" might be important
for some companies and some salespersons don't fill it
Usage
=====
To use this module, you need to:
1. Go to CRM.
2. Create new opportunity o choose one.
3. Update any field except the partner.
4. Try to save.
5. A error will be shown.
6. Fill partner.
7. Save.
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_required%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
------------
- Emilio Pascual (`Moduon <https://www.moduon.team/>`__)
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-EmilioPascual| image:: https://github.com/EmilioPascual.png?size=40px
:target: https://github.com/EmilioPascual
:alt: EmilioPascual
.. |maintainer-rafaelbn| image:: https://github.com/rafaelbn.png?size=40px
:target: https://github.com/rafaelbn
:alt: rafaelbn
Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-EmilioPascual| |maintainer-rafaelbn|
This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/16.0/crm_partner_required>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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# Copyright 2025 Moduon Team S.L.
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl-3.0)
{
"name": "CRM Partner Required",
"summary": "Field partner required in the opportunity",
"version": "16.0.1.0.1",
"development_status": "Alpha",
"category": "Sales/CRM",
"website": "https://github.com/OCA/crm",
"author": "Moduon, Odoo Community Association (OCA)",
"maintainers": ["EmilioPascual", "rafaelbn"],
"license": "LGPL-3",
"application": False,
"installable": True,
"depends": [
"crm",
],
"data": [
"views/crm_lead_view.xml",
],
}

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# Translation of Odoo Server.
# This file contains the translation of the following modules:
#
msgid ""
msgstr ""
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# Translation of Odoo Server.
# This file contains the translation of the following modules:
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 16.0\n"
"Report-Msgid-Bugs-To: \n"
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This module was developed because the field "partner" might be important for some companies and some salespersons don't fill it

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- Emilio Pascual ([Moduon](https://www.moduon.team/))

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This module extends the functionality of CRM and makes the field partner required in the opportunity

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To use this module, you need to:
1. Go to CRM.
1. Create new opportunity o choose one.
1. Update any field except the partner.
1. Try to save.
1. A error will be shown.
1. Fill partner.
1. Save.

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<div class="document" id="crm-partner-required">
<h1 class="title">CRM Partner Required</h1>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:d334b333e8a79dcd21845e269588495b53df365687532f6d751e04f89806de69
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<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/lgpl-3.0-standalone.html"><img alt="License: LGPL-3" src="https://img.shields.io/badge/licence-LGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/crm/tree/16.0/crm_partner_required"><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_required"><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&amp;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 and makes the field partner
required in the opportunity</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="#use-cases-context" id="toc-entry-1">Use Cases / Context</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="#maintainers" id="toc-entry-7">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="use-cases-context">
<h1><a class="toc-backref" href="#toc-entry-1">Use Cases / Context</a></h1>
<p>This module was developed because the field “partner” might be important
for some companies and some salespersons dont fill it</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 CRM.</li>
<li>Create new opportunity o choose one.</li>
<li>Update any field except the partner.</li>
<li>Try to save.</li>
<li>A error will be shown.</li>
<li>Fill partner.</li>
<li>Save.</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_required%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>Emilio Pascual (<a class="reference external" href="https://www.moduon.team/">Moduon</a>)</li>
</ul>
</div>
<div class="section" id="maintainers">
<h2><a class="toc-backref" href="#toc-entry-7">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">maintainers</a>:</p>
<p><a class="reference external image-reference" href="https://github.com/EmilioPascual"><img alt="EmilioPascual" src="https://github.com/EmilioPascual.png?size=40px" /></a> <a class="reference external image-reference" href="https://github.com/rafaelbn"><img alt="rafaelbn" src="https://github.com/rafaelbn.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_required">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>

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from . import test_crm_partner_required

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# Copyright 2025 Moduon Team S.L.
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl-3.0)
from odoo.tests import Form
from odoo.tests.common import TransactionCase
class TestCRMPartnerRequired(TransactionCase):
@classmethod
def setUpClass(cls):
super().setUpClass()
cls.partner = cls.env["res.partner"].create({"name": "Test Partner"})
def test_crm_partner_required(self):
"""Check partner_id required in opportunity"""
# Check required in opportunity in default form
opportunity_form = Form(
self.env["crm.lead"].with_context(default_type="opportunity")
)
opportunity_form.name = "Test Opportunity"
with self.assertRaises(AssertionError):
opportunity_form.save()
opportunity_form.partner_id = self.partner
opportunity_form.save()
# Check required in opportunity in quick create form
opportunity_quick_create_form = Form(
self.env["crm.lead"].with_context(default_type="opportunity"),
"crm.quick_create_opportunity_form",
)
opportunity_quick_create_form.name = "Test Opportunity Quick Create"
with self.assertRaises(AssertionError):
opportunity_quick_create_form.save()
opportunity_quick_create_form.partner_id = self.partner
opportunity_quick_create_form.save()
# Check required in lead in default form
lead_form = Form(self.env["crm.lead"].with_context(default_type="lead"))
lead_form.name = "Test Lead"
lead_form.save()

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<?xml version="1.0" encoding="utf-8" ?>
<!-- Copyright 2025 Moduon Team S.L.
License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl-3.0) -->
<data>
<record id="crm_lead_view_form_inherit" model="ir.ui.view">
<field name="name">Partner required form</field>
<field name="model">crm.lead</field>
<field name="inherit_id" ref="crm.crm_lead_view_form" />
<field name="arch" type="xml">
<!--
HACK: Necessary for tests. In the Form class of 16.0 it is not checked if the field is several times
in the view https://github.com/odoo/odoo/blob/16.0/odoo/tests/common.py#L2168-L2172.
From version 17.0 this is checked, https://github.com/odoo/odoo/blob/17.0/odoo/tests/form.py#L192-L203,
so it would not be necessary to declare it in the lead_partner group from version 17.0 onwards.
-->
<xpath
expr="//group[@name='lead_partner']//field[@name='partner_id']"
position="attributes"
>
<attribute
name="attrs"
>{'required': [('type', '=', 'opportunity')]}</attribute>
</xpath>
<xpath
expr="//group[@name='opportunity_partner']//field[@name='partner_id']"
position="attributes"
>
<attribute
name="attrs"
>{'required': [('type', '=', 'opportunity')]}</attribute>
</xpath>
</field>
</record>
<record id="quick_create_opportunity_form_inherit" model="ir.ui.view">
<field name="name">Partner required quick create form</field>
<field name="model">crm.lead</field>
<field name="inherit_id" ref="crm.quick_create_opportunity_form" />
<field name="arch" type="xml">
<xpath expr="//field[@name='partner_id']" position="attributes">
<attribute
name="attrs"
>{'required': [('type', '=', 'opportunity')]}</attribute>
</xpath>
</field>
</record>
</data>