Rename to partner_contact_department.

partner_contact_department/README.rst

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+Department field in CRM contact
+===============================
+
+This module adds the concept of department to the CRM main objects (lead,
+opportunity, partner), and propagate them through the workflow.
+
+Department is a drop-down field in lead, opportunity and partner forms. It
+refers to contact department in its own company
+
+Departments available list must be defined first at
+Sales > Configuration > Leads & Opportunities > Departments
+
+Credits
+=======
+
+Contributors
+------------
+* Pedro M. Baeza <pedro.baeza@serviciosbaeza.com>
+* Antonio Espinosa <antonioea@antiun.com>

partner_contact_department/__init__.py

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+# -*- encoding: utf-8 -*-
+##############################################################################
+# For copyright and license notices, see __openerp__.py file in root directory
+##############################################################################
+
+from . import models

partner_contact_department/__openerp__.py

@@ -0,0 +1,42 @@
+# -*- encoding: utf-8 -*-
+##############################################################################
+#
+#    OpenERP, Odoo Source Management Solution
+#    Copyright (c) 2014 Serv. Tecnol. Avanzados (http://www.serviciosbaeza.com)
+#                       Pedro M. Baeza <pedro.baeza@serviciosbaeza.com>
+#    Copyright (c) 2015 Antiun Ingeniería S.L. (http://www.antiun.com)
+#                       Antonio Espinosa <antonioea@antiun.com>
+#
+#    This program is free software: you can redistribute it and/or modify
+#    it under the terms of the GNU Affero General Public License as published
+#    by the Free Software Foundation, either version 3 of the License, or
+#    (at your option) any later version.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU Affero General Public License for more details.
+#
+#    You should have received a copy of the GNU Affero General Public License
+#    along with this program.  If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+
+{
+    'name': 'Department field in CRM contact',
+    'version': '1.0',
+    'category': 'Customer Relationship Management',
+    'author': 'Serv. Tecnol. Avanzados - Pedro M. Baeza, '
+              'Antiun Ingeniería S.L.',
+    'website': 'http://www.serviciosbaeza.com, http://www.antiun.com',
+    'depends': [
+        'crm',
+    ],
+    'data': [
+        'views/crm_department_view.xml',
+        'views/crm_lead_view.xml',
+        'views/res_partner_view.xml',
+        'security/ir.model.access.csv',
+    ],
+    "installable": True,
+}

partner_contact_department/i18n/crm_department.pot

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+#	* crm_partner_department
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 8.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2015-05-27 08:51+0000\n"
+"PO-Revision-Date: 2015-05-27 08:51+0000\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_department
+#: field:crm.department,children:0
+msgid "Children"
+msgstr ""
+
+#. module: crm_partner_department
+#: field:crm.department,create_uid:0
+msgid "Created by"
+msgstr ""
+
+#. module: crm_partner_department
+#: field:crm.department,create_date:0
+msgid "Created on"
+msgstr ""
+
+#. module: crm_partner_department
+#: view:crm.lead:crm_partner_department.crm_case_form_view_leads_department
+#: view:crm.lead:crm_partner_department.crm_case_form_view_oppor_department
+#: view:crm.lead:crm_partner_department.view_crm_case_leads_filter_department
+#: view:crm.lead:crm_partner_department.view_crm_case_opportunities_filter_department
+#: field:crm.lead,department:0
+#: model:ir.model,name:crm_partner_department.model_crm_department
+#: view:res.partner:crm_partner_department.view_partner_form_department
+#: view:res.partner:crm_partner_department.view_res_partner_filter_department
+#: field:res.partner,department:0
+msgid "Department"
+msgstr ""
+
+#. module: crm_partner_department
+#: view:crm.department:crm_partner_department.crm_department_tree_view
+#: model:ir.actions.act_window,name:crm_partner_department.crm_department_action
+#: model:ir.ui.menu,name:crm_partner_department.menu_crm_department
+msgid "Departments"
+msgstr ""
+
+#. module: crm_partner_department
+#: field:crm.department,id:0
+msgid "ID"
+msgstr ""
+
+#. module: crm_partner_department
+#: field:crm.department,write_uid:0
+msgid "Last Updated by"
+msgstr ""
+
+#. module: crm_partner_department
+#: field:crm.department,write_date:0
+msgid "Last Updated on"
+msgstr ""
+
+#. module: crm_partner_department
+#: model:ir.model,name:crm_partner_department.model_crm_lead
+msgid "Lead/Opportunity"
+msgstr ""
+
+#. module: crm_partner_department
+#: field:crm.department,name:0
+msgid "Name"
+msgstr ""
+
+#. module: crm_partner_department
+#: field:crm.department,parent_left:0
+msgid "Parent Left"
+msgstr ""
+
+#. module: crm_partner_department
+#: field:crm.department,parent_right:0
+msgid "Parent Right"
+msgstr ""
+
+#. module: crm_partner_department
+#: field:crm.department,parent_id:0
+msgid "Parent id"
+msgstr ""
+
+#. module: crm_partner_department
+#: model:ir.model,name:crm_partner_department.model_res_partner
+msgid "Partner"
+msgstr ""
+
+#. module: crm_partner_department
+#: view:crm.lead:crm_partner_department.view_crm_case_leads_filter_department
+#: view:crm.lead:crm_partner_department.view_crm_case_opportunities_filter_department
+msgid "Sales Team"
+msgstr ""
+
+#. module: crm_partner_department
+#: view:res.partner:crm_partner_department.view_res_partner_filter_department
+msgid "Salesperson"
+msgstr ""
+

partner_contact_department/i18n/es.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+#   * crm_partner_department
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 8.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2015-05-27 08:51+0000\n"
+"PO-Revision-Date: 2015-05-27 08:51+0000\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_department
+#: field:crm.department,children:0
+msgid "Children"
+msgstr "Hijos"
+
+#. module: crm_partner_department
+#: field:crm.department,create_uid:0
+msgid "Created by"
+msgstr "Creado por"
+
+#. module: crm_partner_department
+#: field:crm.department,create_date:0
+msgid "Created on"
+msgstr "Creado en"
+
+#. module: crm_partner_department
+#: view:crm.lead:crm_partner_department.crm_case_form_view_leads_department
+#: view:crm.lead:crm_partner_department.crm_case_form_view_oppor_department
+#: view:crm.lead:crm_partner_department.view_crm_case_leads_filter_department
+#: view:crm.lead:crm_partner_department.view_crm_case_opportunities_filter_department
+#: field:crm.lead,department:0
+#: model:ir.model,name:crm_partner_department.model_crm_department
+#: view:res.partner:crm_partner_department.view_partner_form_department
+#: view:res.partner:crm_partner_department.view_res_partner_filter_department
+#: field:res.partner,department:0
+msgid "Department"
+msgstr "Departamento"
+
+#. module: crm_partner_department
+#: view:crm.department:crm_partner_department.crm_department_tree_view
+#: model:ir.actions.act_window,name:crm_partner_department.crm_department_action
+#: model:ir.ui.menu,name:crm_partner_department.menu_crm_department
+msgid "Departments"
+msgstr "Departamentos"
+
+#. module: crm_partner_department
+#: field:crm.department,id:0
+msgid "ID"
+msgstr "ID"
+
+#. module: crm_partner_department
+#: field:crm.department,write_uid:0
+msgid "Last Updated by"
+msgstr "Última actualización por"
+
+#. module: crm_partner_department
+#: field:crm.department,write_date:0
+msgid "Last Updated on"
+msgstr "Última actualización en"
+
+#. module: crm_partner_department
+#: model:ir.model,name:crm_partner_department.model_crm_lead
+msgid "Lead/Opportunity"
+msgstr "Iniciativa/Oportunidad"
+
+#. module: crm_partner_department
+#: field:crm.department,name:0
+msgid "Name"
+msgstr "Nombre"
+
+#. module: crm_partner_department
+#: field:crm.department,parent_left:0
+msgid "Parent Left"
+msgstr "Padre Izquierdo"
+
+#. module: crm_partner_department
+#: field:crm.department,parent_right:0
+msgid "Parent Right"
+msgstr "Padre Derecho"
+
+#. module: crm_partner_department
+#: field:crm.department,parent_id:0
+msgid "Parent id"
+msgstr "ID Padre"
+
+#. module: crm_partner_department
+#: model:ir.model,name:crm_partner_department.model_res_partner
+msgid "Partner"
+msgstr "Empresa"
+
+#. module: crm_partner_department
+#: view:crm.lead:crm_partner_department.view_crm_case_leads_filter_department
+#: view:crm.lead:crm_partner_department.view_crm_case_opportunities_filter_department
+msgid "Sales Team"
+msgstr "Equipo de ventas"
+
+#. module: crm_partner_department
+#: view:res.partner:crm_partner_department.view_res_partner_filter_department
+msgid "Salesperson"
+msgstr "Comercial"
+

partner_contact_department/models/__init__.py

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+# -*- encoding: utf-8 -*-
+##############################################################################
+# For copyright and license notices, see __openerp__.py file in root directory
+##############################################################################
+
+from . import crm_department
+from . import crm_lead
+from . import res_partner

partner_contact_department/models/crm_department.py

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+# -*- encoding: utf-8 -*-
+##############################################################################
+# For copyright and license notices, see __openerp__.py file in root directory
+##############################################################################
+from openerp import models, fields
+
+
+class CrmDepartment(models.Model):
+    _name = 'crm.department'
+    _order = "parent_left"
+    _parent_order = "name"
+    _parent_store = True
+    _description = "Department"
+
+    name = fields.Char(required=True, translate=True)
+    parent_id = fields.Many2one(comodel_name='crm.department')
+    children = fields.One2many(comodel_name='crm.department',
+                               inverse_name='parent_id')
+    parent_left = fields.Integer('Parent Left', select=True)
+    parent_right = fields.Integer('Parent Right', select=True)

partner_contact_department/models/crm_lead.py

@@ -0,0 +1,23 @@
+# -*- encoding: utf-8 -*-
+##############################################################################
+# For copyright and license notices, see __openerp__.py file in root directory
+##############################################################################
+from openerp import models, fields
+
+
+class CrmLead(models.Model):
+    _inherit = 'crm.lead'
+
+    department = fields.Many2one(comodel_name='crm.department')
+
+    def _lead_create_contact(self, cr, uid, lead, name, is_company,
+                             parent_id=False, context=None):
+        """Propagate department to created partner.
+        """
+        partner_id = super(CrmLead, self)._lead_create_contact(
+            cr, uid, lead, name, is_company, parent_id=parent_id,
+            context=context)
+        self.pool['res.partner'].write(
+            cr, uid, partner_id, {'department': lead.department.id},
+            context=context)
+        return partner_id

partner_contact_department/models/res_partner.py

@@ -0,0 +1,11 @@
+# -*- encoding: utf-8 -*-
+##############################################################################
+# For copyright and license notices, see __openerp__.py file in root directory
+##############################################################################
+from openerp import models, fields
+
+
+class ResPartner(models.Model):
+    _inherit = 'res.partner'
+
+    department = fields.Many2one(comodel_name='crm.department')

partner_contact_department/security/ir.model.access.csv

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+"id","name","model_id:id","group_id:id","perm_read","perm_write","perm_create","perm_unlink"
+"access_crm_department_public","crm_department group_public","model_crm_department","base.group_public",1,0,0,0
+"access_crm_department_portal","crm_department group_portal","model_crm_department","base.group_portal",1,0,0,0
+"access_crm_department_group_partner_manager","crm_department group_partner_manager","model_crm_department","base.group_partner_manager",1,1,1,1
+"access_crm_department_group_user","crm_department group_user","model_crm_department","base.group_user",1,0,0,0

partner_contact_department/views/crm_department_view.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<openerp>
+<data>
+
+<record id="crm_department_action" model="ir.actions.act_window">
+    <field name="name">Departments</field>
+    <field name="res_model">crm.department</field>
+    <field name="view_type">form</field>
+    <field name="view_mode">tree</field>
+</record>
+
+<record id="crm_department_tree_view" model="ir.ui.view">
+    <field name="name">CRM department tree</field>
+    <field name="model">crm.department</field>
+    <field name="arch" type="xml">
+        <tree string="Departments" editable="top">
+            <field name="name"/>
+            <field name="parent_id"/>
+        </tree>
+    </field>
+</record>
+
+<menuitem action="crm_department_action"
+          id="menu_crm_department"
+          name="Departments"
+          parent="base.menu_crm_config_lead"
+          sequence="3"/>
+
+</data>
+</openerp>

partner_contact_department/views/crm_lead_view.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<openerp>
+<data>
+
+<record model="ir.ui.view" id="crm_case_form_view_leads">
+    <field name="name">Add department field</field>
+    <field name="model">crm.lead</field>
+    <field name="inherit_id" ref="crm.crm_case_form_view_leads"/>
+    <field name="arch" type="xml">
+        <field name="phone" position="before">
+            <field name="department"
+                   placeholder="Department"
+                   options='{"no_open": True}'/>
+        </field>
+    </field>
+</record>
+
+<record model="ir.ui.view" id="view_crm_case_leads_filter">
+    <field name="name">Add department field for searching and grouping</field>
+    <field name="model">crm.lead</field>
+    <field name="inherit_id" ref="crm.view_crm_case_leads_filter"/>
+    <field name="arch" type="xml">
+        <field name="section_id" position="after">
+            <field name="department"/>
+        </field>
+        <filter string="Sales Team" position="after">
+            <filter string="Department"
+                    domain="[]"
+                    context="{'group_by': 'department'}"/>
+        </filter>
+    </field>
+</record>
+
+<record model="ir.ui.view" id="crm_case_form_view_oppor">
+    <field name="name">Add department field</field>
+    <field name="model">crm.lead</field>
+    <field name="inherit_id" ref="crm.crm_case_form_view_oppor"/>
+    <field name="arch" type="xml">
+        <field name="phone" position="before">
+            <field name="department"
+                   placeholder="Department"
+                   options='{"no_open": True}'/>
+        </field>
+    </field>
+</record>
+
+<record model="ir.ui.view" id="view_crm_case_opportunities_filter">
+    <field name="name">Add department field for searching and grouping</field>
+    <field name="model">crm.lead</field>
+    <field name="inherit_id" ref="crm.view_crm_case_opportunities_filter"/>
+    <field name="arch" type="xml">
+        <field name="section_id" position="after">
+            <field name="department"/>
+        </field>
+        <filter string="Sales Team" position="after">
+            <filter string="Department"
+                    domain="[]"
+                    context="{'group_by': 'department'}"/>
+        </filter>
+    </field>
+</record>
+
+</data>
+</openerp>

partner_contact_department/views/res_partner_view.xml

@@ -0,0 +1,55 @@
+<?xml version="1.0" encoding="utf-8"?>
+<openerp>
+<data>
+
+<record model="ir.ui.view" id="view_partner_form_department">
+    <field name="name">Partner form with department</field>
+    <field name="model">res.partner</field>
+    <field name="inherit_id" ref="base.view_partner_form"/>
+    <field name="arch" type="xml">
+        <field name="phone" position="before">
+            <field name="department"
+                   placeholder="Department"
+                   attrs="{'invisible': [('is_company','=', True)]}"
+                   options='{"no_open": True}'/>
+        </field>
+        <xpath expr="//field[@name='child_ids']/form//field[@name='phone']" position="before">
+            <field name="department"
+                   placeholder="Department"
+                   attrs="{'invisible': [('is_company','=', True)]}"
+                   options='{"no_open": True}'/>
+        </xpath>
+    </field>
+</record>
+
+<!-- Uncomment this to add a new column to tree view
+<record model="ir.ui.view" id="view_partner_tree_department">
+    <field name="name">Partner tree with department</field>
+    <field name="model">res.partner</field>
+    <field name="inherit_id" ref="base.view_partner_tree"/>
+    <field name="arch" type="xml">
+        <field name="phone" position="before">
+            <field name="department"/>
+        </field>
+    </field>
+</record>
+-->
+
+<record model="ir.ui.view" id="view_res_partner_filter_department">
+    <field name="name">Partner search with department</field>
+    <field name="model">res.partner</field>
+    <field name="inherit_id" ref="base.view_res_partner_filter"/>
+    <field name="arch" type="xml">
+        <field name="category_id" position="after">
+            <field name="department"/>
+        </field>
+        <filter string="Salesperson" position="after">
+            <filter string="Department"
+                    domain="[('is_company', '=', False)]"
+                    context="{'group_by': 'department'}"/>
+        </filter>
+    </field>
+</record>
+
+</data>
+</openerp>