Merge pull request #224 from Yajo/capital

[8.0][partner_capital] New module to keep track of public capital information

partner_capital/README.rst

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+.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
+   :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+   :alt: License: AGPL-3
+
+================
+Partners Capital
+================
+
+This module extends the functionality of partners to support setting the
+country of origin of capital, registered capital amount and turnover.
+
+By capital country we mean country of origin of the capital of the company.
+
+By registered capital amount we mean the amount of money registered in the
+corresponding commercial registry, A.K.A. social capital or just capital of a
+company.
+
+By turnover we can define a range for a concrete amount.
+
+Usage
+=====
+
+To use this module, you need to:
+
+* Go to any partner's form.
+* You will find the new fields in *Sales & Purchases > Capital*.
+
+To manage turnover ranges, you need to:
+
+* Go to *Sales > Configuration > Address Book > Turnover ranges*.
+
+.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
+   :alt: Try me on Runbot
+   :target: https://runbot.odoo-community.org/runbot/134/8.0
+
+Known issues / Roadmap
+======================
+
+* Add automatic rules to calculate turnover range and company size.
+* Allow customization of company sizes.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues
+<https://github.com/OCA/partner-contact/issues>`_. In case of trouble, please
+check there if your issue has already been reported. If you spotted it first,
+help us smashing it by providing a detailed and welcomed `feedback
+<https://github.com/OCA/
+partner-contact/issues/new?body=module:%20
+partner_capital%0Aversion:%20
+8.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Credits
+=======
+
+Images
+------
+
+* `Antiun Ingeniería S.L. <http://www.antiun.com>`_: Icon.
+
+Contributors
+------------
+
+* Antonio Espinosa <antonioea@antiun.com>
+* Rafael Blasco <rafabn@antiun.com>
+* Jairo Llopis <yajo.sk8@gmail.com>
+
+Maintainer
+----------
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+This module is maintained by the OCA.
+
+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.
+
+To contribute to this module, please visit https://odoo-community.org.

partner_capital/__init__.py

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+# -*- coding: utf-8 -*-
+# © 2015 Antiun Ingeniería S.L. - Antonio Espinosa
+# © 2015 Antiun Ingeniería S.L. - Jairo Llopis
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from . import models

partner_capital/__openerp__.py

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+# -*- coding: utf-8 -*-
+# © 2015 Antiun Ingeniería S.L. - Antonio Espinosa
+# © 2015 Antiun Ingeniería S.L. - Jairo Llopis
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+{
+    'name': 'Partners Capital',
+    'version': '8.0.1.0.0',
+    'category': 'Customer Relationship Management',
+    'author': 'Antiun Ingeniería S.L.',
+    'website': 'http://www.antiun.com',
+    'depends': [
+        'base',
+    ],
+    'data': [
+        'views/res_partner_turnover_range_view.xml',
+        'views/res_partner_view.xml',
+        'security/ir.model.access.csv',
+    ],
+    "installable": True,
+}

partner_capital/i18n/es.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+# 	* partner_capital
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 8.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2015-12-16 17:27+0000\n"
+"PO-Revision-Date: 2015-12-16 18:29+0100\n"
+"Last-Translator: <>\n"
+"Language-Team: \n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: 8bit\n"
+"Plural-Forms: \n"
+"Language: es\n"
+"X-Generator: Poedit 1.8.5\n"
+
+#. module: partner_capital
+#: selection:res.partner,company_size:0
+msgid "Big"
+msgstr "Grande"
+
+#. module: partner_capital
+#: view:res.partner:partner_capital.view_partner_form_capital
+msgid "Capital"
+msgstr "Capital"
+
+#. module: partner_capital
+#: field:res.partner,capital_amount:0
+msgid "Capital amount"
+msgstr "Capital amount"
+
+#. module: partner_capital
+#: view:res.partner:partner_capital.view_res_partner_filter_capital
+#: field:res.partner,capital_country:0
+msgid "Capital country"
+msgstr "Nacionalidad del capital"
+
+#. module: partner_capital
+#: view:res.partner:partner_capital.view_res_partner_filter_capital
+#: field:res.partner,company_size:0
+msgid "Company size"
+msgstr "Tamaño de la companía"
+
+#. module: partner_capital
+#: help:res.partner,capital_country:0
+msgid "Country of origin of this company's capital."
+msgstr "País de origen del capital de esta empresa."
+
+#. module: partner_capital
+#: field:res.partner.turnover_range,create_uid:0
+msgid "Created by"
+msgstr "Creado por"
+
+#. module: partner_capital
+#: field:res.partner.turnover_range,create_date:0
+msgid "Created on"
+msgstr "Creado en"
+
+#. module: partner_capital
+#: field:res.partner.turnover_range,id:0
+msgid "ID"
+msgstr "ID"
+
+#. module: partner_capital
+#: field:res.partner.turnover_range,write_uid:0
+msgid "Last Updated by"
+msgstr "Última actualización por"
+
+#. module: partner_capital
+#: field:res.partner.turnover_range,write_date:0
+msgid "Last Updated on"
+msgstr "Última actualización en"
+
+#. module: partner_capital
+#: selection:res.partner,company_size:0
+msgid "Medium"
+msgstr "Medio"
+
+#. module: partner_capital
+#: selection:res.partner,company_size:0
+msgid "Micro"
+msgstr "Micro"
+
+#. module: partner_capital
+#: field:res.partner.turnover_range,name:0
+msgid "Name"
+msgstr "Nombre"
+
+#. module: partner_capital
+#: model:ir.model,name:partner_capital.model_res_partner
+msgid "Partner"
+msgstr "Empresa"
+
+#. module: partner_capital
+#: help:res.partner,capital_amount:0
+msgid "Publicly registered capital amount."
+msgstr "Importe del capital públicamente registrado."
+
+#. module: partner_capital
+#: view:res.partner:partner_capital.view_res_partner_filter_capital
+msgid "Salesperson"
+msgstr "Comercial"
+
+#. module: partner_capital
+#: selection:res.partner,company_size:0
+msgid "Small"
+msgstr "Pequeño"
+
+#. module: partner_capital
+#: view:res.partner:partner_capital.view_res_partner_filter_capital
+msgid "Turnover"
+msgstr "Facturación"
+
+#. module: partner_capital
+#: field:res.partner,turnover_amount:0
+msgid "Turnover amount"
+msgstr "Cantidad de facturación"
+
+#. module: partner_capital
+#: model:ir.model,name:partner_capital.model_res_partner_turnover_range
+#: field:res.partner,turnover_range_id:0
+msgid "Turnover range"
+msgstr "Rango de facturación"
+
+#. module: partner_capital
+#: model:ir.actions.act_window,name:partner_capital.res_partner_turnover_range_action
+#: model:ir.ui.menu,name:partner_capital.menu_res_partner_turnover_range
+#: view:res.partner.turnover_range:partner_capital.res_partner_turnover_range_tree_view
+msgid "Turnover ranges"
+msgstr "Rangos de facturación"

partner_capital/models/__init__.py

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+# -*- coding: utf-8 -*-
+# © 2015 Antiun Ingeniería S.L. - Antonio Espinosa
+# © 2015 Antiun Ingeniería S.L. - Jairo Llopis
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from . import (
+    res_partner_turnover_range,
+    res_partner,
+)

partner_capital/models/res_partner.py

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+# -*- coding: utf-8 -*-
+# © 2015 Antiun Ingeniería S.L. - Antonio Espinosa
+# © 2015 Antiun Ingeniería S.L. - Jairo Llopis
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from openerp import models, fields
+
+
+class ResPartner(models.Model):
+    _inherit = 'res.partner'
+
+    capital_country_id = fields.Many2one(
+        'res.country',
+        "Capital country",
+        oldname="capital_country",
+        help="Country of origin of this company's capital.")
+    capital_amount = fields.Float(
+        "Capital amount",
+        oldname="capital_registered",
+        help="Publicly registered capital amount.")
+    capital_currency_id = fields.Many2one(
+        "res.currency",
+        string="Capital currency")
+    turnover_range_id = fields.Many2one(
+        'res.partner.turnover_range',
+        "Turnover range",
+        oldname="turnover_range")
+    turnover_amount = fields.Float(
+        oldname="turnover_number")
+    company_size = fields.Selection(
+        string="Company size",
+        selection=[('micro', 'Micro'), ('small', 'Small'),
+                   ('medium', 'Medium'), ('big', 'Big')])

partner_capital/models/res_partner_turnover_range.py

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+# -*- coding: utf-8 -*-
+# © 2015 Antiun Ingeniería S.L. - Antonio Espinosa
+# © 2015 Antiun Ingeniería S.L. - Jairo Llopis
+# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
+
+from openerp import models, fields
+
+
+class ResPartnerTurnoverRange(models.Model):
+    _name = 'res.partner.turnover_range'
+    _description = "Turnover range"
+
+    name = fields.Char(required=True, translate=True)

partner_capital/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_turnover_public","res_partner_turnover_range group_public","model_res_partner_turnover_range","base.group_public",1,0,0,0
+"access_crm_turnover_portal","res_partner_turnover_range group_portal","model_res_partner_turnover_range","base.group_portal",1,0,0,0
+"access_crm_turnover_group_partner_manager","res_partner_turnover_range group_partner_manager","model_res_partner_turnover_range","base.group_partner_manager",1,1,1,1
+"access_crm_turnover_group_user","res_partner_turnover_range group_user","model_res_partner_turnover_range","base.group_user",1,0,0,0

partner_capital/views/res_partner_turnover_range_view.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<!-- © 2015 Antiun Ingeniería S.L. - Antonio Espinosa
+     © 2015 Antiun Ingeniería S.L. - Jairo Llopis
+     License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). -->
+
+<openerp>
+<data>
+
+<record id="res_partner_turnover_range_action" model="ir.actions.act_window">
+    <field name="name">Turnover ranges</field>
+    <field name="res_model">res.partner.turnover_range</field>
+    <field name="view_type">form</field>
+    <field name="view_mode">tree</field>
+</record>
+
+<record id="res_partner_turnover_range_tree_view" model="ir.ui.view">
+    <field name="name">CRM Turnover range tree</field>
+    <field name="model">res.partner.turnover_range</field>
+    <field name="arch" type="xml">
+        <tree string="Turnover ranges" editable="top">
+            <field name="name"/>
+        </tree>
+    </field>
+</record>
+
+<menuitem action="res_partner_turnover_range_action"
+          id="menu_res_partner_turnover_range"
+          parent="base.menu_config_address_book"/>
+
+</data>
+</openerp>

partner_capital/views/res_partner_view.xml

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+<?xml version="1.0" encoding="utf-8"?>
+<!-- © 2015 Antiun Ingeniería S.L. - Antonio Espinosa
+     © 2015 Antiun Ingeniería S.L. - Jairo Llopis
+     License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). -->
+
+<openerp>
+<data>
+
+<record model="ir.ui.view" id="view_partner_form_capital">
+    <field name="name">Partner form with capital info</field>
+    <field name="model">res.partner</field>
+    <field name="inherit_id" ref="base.view_partner_form"/>
+    <field name="arch" type="xml">
+        <xpath expr="/form/sheet/group">
+            <group name="captial"
+                   string="Capital"
+                   attrs="{'invisible': [('is_company', '=', False)]}">
+                <field name="capital_amount"/>
+                <field name="capital_currency_id"/>
+                <field name="capital_country_id"/>
+                <field name="turnover_amount"/>
+                <field name="turnover_range_id"/>
+                <field name="company_size"/>
+            </group>
+        </xpath>
+    </field>
+</record>
+
+<record model="ir.ui.view" id="view_res_partner_filter_capital">
+    <field name="name">Partner search with capital</field>
+    <field name="model">res.partner</field>
+    <field name="inherit_id" ref="base.view_res_partner_filter"/>
+    <field name="arch" type="xml">
+        <filter string="Salesperson" position="after">
+            <filter string="Capital country"
+                    domain="[('is_company', '=', True)]"
+                    context="{'group_by': 'capital_country_id'}"/>
+            <filter string="Turnover"
+                    domain="[('is_company', '=', True)]"
+                    context="{'group_by': 'turnover_range_id'}"/>
+            <filter string="Company size"
+                    domain="[('is_company', '=', True)]"
+                    context="{'group_by': 'company_size'}"/>
+        </filter>
+    </field>
+</record>
+
+</data>
+</openerp>