[ADD] partner_route: New module

4 years ago · 5dad41dcc5
13 changed files with 836 additions and 0 deletions
--- a/partner_route/README.rst
+++ b/partner_route/README.rst
@ -0,0 +1,101 @@
+==============
+Partner Routes
+==============
+
+.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Beta
+.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github
+    :target: https://github.com/OCA/sale-workflow/tree/12.0/partner_route
+    :alt: OCA/sale-workflow
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/sale-workflow-12-0/sale-workflow-12-0-partner_route
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
+    :target: https://runbot.odoo-community.org/runbot/167/12.0
+    :alt: Try me on Runbot
+
+|badge1| |badge2| |badge3| |badge4| |badge5| 
+
+This module serves as a baseline to define the partner routes that the members
+of an organization need to do to acomplish a task over customers regularly
+
+For example:
+
+    - Commercial routes.
+    - Delivery routes.
+    - Salesmen routes.
+    - Repair routes.
+
+The module comes without any of this specific capacities, that should be further
+developed.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Usage
+=====
+
+To make a route:
+
+#. Go to *Contacts > Configuration > Partner Routes*
+#. Create a new one. You can set:
+
+   - A user responsible for the route.
+   - The periodicy: daily, weekly, monthly, yearly.
+   - How many periods to count.
+   - Set the next date in wich the route must be done.
+   - A route type which is only informative withot extension modules.
+#. Now, add partners and sort them in the order the visits will be done.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/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/sale-workflow/issues/new?body=module:%20partner_route%0Aversion:%2012.0%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
+~~~~~~~
+
+* Tecnativa
+
+Contributors
+~~~~~~~~~~~~
+
+* `Tecnativa <https://www.tecnativa.com>`_:
+
+  * David Vidal
+
+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.
+
+This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/12.0/partner_route>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
--- a/partner_route/init.py
+++ b/partner_route/init.py
@ -0,0 +1 @@
+from . import models
--- a/partner_route/manifest.py
+++ b/partner_route/manifest.py
@ -0,0 +1,19 @@
+# Copyright 2020 Tecnativa - David Vidal
+# License AGPL-3 - See https://www.gnu.org/licenses/agpl-3.0.html
+{
+    "name": "Partner Routes",
+    "summary": "Base module to assign routes to partners",
+    "version": "12.0.1.0.0",
+    "category": "Customer Relationship Management",
+    "website": "https://github.com/OCA/partner-contact",
+    "author": "Tecnativa,"
+              "Odoo Community Association (OCA)",
+    "license": "AGPL-3",
+    "depends": ["contacts"],
+    "data": [
+        "security/res_groups.xml",
+        "security/ir.model.access.csv",
+        "views/partner_route_view.xml",
+    ],
+    "installable": True,
+}
--- a/partner_route/models/init.py
+++ b/partner_route/models/init.py
@ -0,0 +1,2 @@
+from . import res_partner
+from . import partner_route
--- a/partner_route/models/partner_route.py
+++ b/partner_route/models/partner_route.py
@ -0,0 +1,100 @@
+# Copyright 2020 Tecnativa - David Vidal
+# License AGPL-3 - See https://www.gnu.org/licenses/agpl-3.0.html
+from odoo import api, fields, models
+from dateutil.relativedelta import relativedelta
+
+
+class PartnerRoute(models.Model):
+    _name = "partner.route"
+    _description = "Partner Routes"
+    _inherit = ['mail.thread', 'mail.activity.mixin']
+
+    name = fields.Char(required=True)
+    active = fields.Boolean(default=True)
+    user_id = fields.Many2one(
+        comodel_name="res.users",
+        string="Responsible",
+        help="Which user is in charge of the route",
+    )
+    route_type = fields.Selection(
+        selection=[
+            ("crm", "CRM"),
+            ("sale", "Sales"),
+            ("delivery", "Delivery"),
+            ("repair", "Repair"),
+        ],
+    )
+    interval_unit = fields.Selection(
+        string="Interval",
+        selection=[
+            ("days", "Day(s)"),
+            ("weeks", "Week(s)"),
+            ("months", "Month(s)"),
+            ("years", "Year(s)"),
+        ],
+        default="weeks",
+        required=True,
+    )
+    recurring_interval = fields.Integer(
+        string="Repeat Every",
+        required=True,
+        default=1,
+    )
+    next_date = fields.Date(
+        string="Next route date",
+        compute="_compute_next_date",
+        required=True,
+        readonly=False,
+        store=True,
+        default=fields.Date.today(),
+    )
+    route_day = fields.Boolean(
+        string="Applies today",
+        compute="_compute_route_day",
+        readonly=True,
+    )
+    route_partner_ids = fields.One2many(
+        comodel_name="partner.route.item",
+        inverse_name="route_id",
+        string="Partners",
+    )
+
+    @api.depends("interval_unit", "recurring_interval")
+    def _compute_next_date(self):
+        if self.next_date == fields.Date.today():
+            return
+        delta = relativedelta(**{self.interval_unit: self.recurring_interval})
+        self.next_date = fields.Date.today() + delta
+
+    @api.depends("next_date")
+    def _compute_route_day(self):
+        self.route_day = self.next_date == fields.Date.today()
+
+
+class PartnerRouteItem(models.Model):
+    _name = "partner.route.item"
+    _description = "Route Partners"
+    _order = "sequence, partner_id"
+
+    sequence = fields.Integer()
+    route_id = fields.Many2one(
+        comodel_name="partner.route",
+    )
+    partner_id = fields.Many2one(
+        comodel_name="res.partner",
+    )
+    street = fields.Char(
+        related="partner_id.street",
+    )
+    city = fields.Char(
+        related="partner_id.city",
+    )
+    zip = fields.Char(
+        related="partner_id.zip",
+    )
+    state_id = fields.Many2one(
+        related="partner_id.state_id",
+    )
+    country_id = fields.Many2one(
+        related="partner_id.country_id",
+    )
--- a/partner_route/models/res_partner.py
+++ b/partner_route/models/res_partner.py
@ -0,0 +1,12 @@
+# Copyright 2020 Tecnativa - David Vidal
+# License AGPL-3 - See https://www.gnu.org/licenses/agpl-3.0.html
+from odoo import fields, models
+
+
+class ResPartner(models.Model):
+    _inherit = "res.partner"
+
+    route_ids = fields.One2many(
+        comodel_name="partner.route.item",
+        inverse_name="partner_id",
+    )
--- a/partner_route/readme/CONTRIBUTORS.rst
+++ b/partner_route/readme/CONTRIBUTORS.rst
@ -0,0 +1,3 @@
+* `Tecnativa <https://www.tecnativa.com>`_:
+
+  * David Vidal
--- a/partner_route/readme/DESCRIPTION.rst
+++ b/partner_route/readme/DESCRIPTION.rst
@ -0,0 +1,12 @@
+This module serves as a baseline to define the partner routes that the members
+of an organization need to do to acomplish a task over customers regularly
+
+For example:
+
+    - Commercial routes.
+    - Delivery routes.
+    - Salesmen routes.
+    - Repair routes.
+
+The module comes without any of this specific capacities, that should be further
+developed.
--- a/partner_route/readme/USAGE.rst
+++ b/partner_route/readme/USAGE.rst
@ -0,0 +1,11 @@
+To make a route:
+
+#. Go to *Contacts > Configuration > Partner Routes*
+#. Create a new one. You can set:
+
+   - A user responsible for the route.
+   - The periodicy: daily, weekly, monthly, yearly.
+   - How many periods to count.
+   - Set the next date in wich the route must be done.
+   - A route type which is only informative withot extension modules.
+#. Now, add partners and sort them in the order the visits will be done.
--- a/partner_route/security/ir.model.access.csv
+++ b/partner_route/security/ir.model.access.csv
@ -0,0 +1,6 @@
+"id","name","model_id:id","group_id:id","perm_read","perm_write","perm_create","perm_unlink"
+"access_partner_route_group_user","partner_route group_user","model_partner_route","base.group_user",1,0,0,0
+"access_partner_route_group_route_user","partner_route group_system","model_partner_route","partner_route_group_user",1,1,0,0
+"access_partner_route_group_route_manager","partner_route group_system","model_partner_route","partner_route_group_manager",1,1,1,1
+"access_partner_route_item_group_user","partner_route group_user","model_partner_route_item","base.group_user",1,0,0,0
+"access_partner_route_item_group_route_user","partner_route group_system","model_partner_route_item","partner_route_group_user",1,1,1,1
--- a/partner_route/security/res_groups.xml
+++ b/partner_route/security/res_groups.xml
@ -0,0 +1,23 @@
+<?xml version="1.0" encoding="utf-8"?>
+<!-- Copyright 2020 Tecnativa - Ernesto Tejeda
+     License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
+<odoo>
+    <record id="partner_route_module_category" model="ir.module.category">
+        <field name="name">Partner Routes</field>
+        <field name="description">Manage Partner Routes</field>
+    </record>
+    <!-- Access Groups -->
+    <record id="partner_route_group_user" model="res.groups">
+        <field name="name">User</field>
+        <field name="comment">the user can edit the route but cannot create or delete them.</field>
+        <field name="category_id" ref="partner_route_module_category"/>
+        <field name="implied_ids" eval="[(4, ref('base.group_user'))]"/>
+    </record>
+    <record id="partner_route_group_manager" model="res.groups">
+        <field name="name">Manager</field>
+        <field name="comment">the user can create and remove routes.</field>
+        <field name="category_id" ref="partner_route_module_category"/>
+        <field name="implied_ids" eval="[(4, ref('partner_route_group_user'))]"/>
+        <field name="users" eval="[(4, ref('base.user_root')), (4, ref('base.user_admin'))]"/>
+    </record>
+</odoo>
--- a/partner_route/static/description/index.html
+++ b/partner_route/static/description/index.html
@ -0,0 +1,451 @@
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+<title>Partner Routes</title>
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+<h1 class="title">Partner Routes</h1>
+
+<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+!! This file is generated by oca-gen-addon-readme !!
+!! changes will be overwritten.                   !!
+!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
+<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" 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" href="https://github.com/OCA/sale-workflow/tree/12.0/partner_route"><img alt="OCA/sale-workflow" src="https://img.shields.io/badge/github-OCA%2Fsale--workflow-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/sale-workflow-12-0/sale-workflow-12-0-partner_route"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/167/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
+<p>This module serves as a baseline to define the partner routes that the members
+of an organization need to do to acomplish a task over customers regularly</p>
+<p>For example:</p>
+<blockquote>
+<ul class="simple">
+<li>Commercial routes.</li>
+<li>Delivery routes.</li>
+<li>Salesmen routes.</li>
+<li>Repair routes.</li>
+</ul>
+</blockquote>
+<p>The module comes without any of this specific capacities, that should be further
+developed.</p>
+<p><strong>Table of contents</strong></p>
+<div class="contents local topic" id="contents">
+<ul class="simple">
+<li><a class="reference internal" href="#usage" id="id1">Usage</a></li>
+<li><a class="reference internal" href="#bug-tracker" id="id2">Bug Tracker</a></li>
+<li><a class="reference internal" href="#credits" id="id3">Credits</a><ul>
+<li><a class="reference internal" href="#authors" id="id4">Authors</a></li>
+<li><a class="reference internal" href="#contributors" id="id5">Contributors</a></li>
+<li><a class="reference internal" href="#maintainers" id="id6">Maintainers</a></li>
+</ul>
+</li>
+</ul>
+</div>
+<div class="section" id="usage">
+<h1><a class="toc-backref" href="#id1">Usage</a></h1>
+<p>To make a route:</p>
+<ol class="arabic simple">
+<li>Go to <em>Contacts &gt; Configuration &gt; Partner Routes</em></li>
+<li>Create a new one. You can set:<ul>
+<li>A user responsible for the route.</li>
+<li>The periodicy: daily, weekly, monthly, yearly.</li>
+<li>How many periods to count.</li>
+<li>Set the next date in wich the route must be done.</li>
+<li>A route type which is only informative withot extension modules.</li>
+</ul>
+</li>
+<li>Now, add partners and sort them in the order the visits will be done.</li>
+</ol>
+</div>
+<div class="section" id="bug-tracker">
+<h1><a class="toc-backref" href="#id2">Bug Tracker</a></h1>
+<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/sale-workflow/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 smashing it by providing a detailed and welcomed
+<a class="reference external" href="https://github.com/OCA/sale-workflow/issues/new?body=module:%20partner_route%0Aversion:%2012.0%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="#id3">Credits</a></h1>
+<div class="section" id="authors">
+<h2><a class="toc-backref" href="#id4">Authors</a></h2>
+<ul class="simple">
+<li>Tecnativa</li>
+</ul>
+</div>
+<div class="section" id="contributors">
+<h2><a class="toc-backref" href="#id5">Contributors</a></h2>
+<ul class="simple">
+<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul>
+<li>David Vidal</li>
+</ul>
+</li>
+</ul>
+</div>
+<div class="section" id="maintainers">
+<h2><a class="toc-backref" href="#id6">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>This module is part of the <a class="reference external" href="https://github.com/OCA/sale-workflow/tree/12.0/partner_route">OCA/sale-workflow</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>
--- a/partner_route/views/partner_route_view.xml
+++ b/partner_route/views/partner_route_view.xml
@ -0,0 +1,95 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<odoo>
+
+    <record id="view_partner_route_tree" model="ir.ui.view">
+        <field name="model">partner.route</field>
+        <field name="arch" type="xml">
+            <tree string="Partner Route">
+                <field name="name" />
+                <field name="user_id" />
+            </tree>
+        </field>
+    </record>
+    <record id="view_partner_route_form" model="ir.ui.view">
+        <field name="model">partner.route</field>
+        <field name="arch" type="xml">
+            <form string="Partner Route">
+                <sheet>
+                    <div class="oe_button_box" name="button_box">
+                        <button
+                            name="toggle_active"
+                            type="object"
+                            class="oe_stat_button"
+                            icon="fa-archive"
+                        >
+                            <field
+                                name="active"
+                                widget="boolean_button"
+                                options='{"terminology": "active"}'
+                            />
+                        </button>
+                    </div>
+                    <div class="oe_title">
+                        <h1>
+                            <field name="name" default_focus="1" />
+                        </h1>
+                    </div>
+                    <group>
+                        <group>
+                            <field name="next_date" />
+                            <field name="route_day" />
+                        </group>
+                        <group>
+                            <field name="interval_unit" />
+                            <field name="recurring_interval" />
+                        </group>
+                    </group>
+                    <group>
+                        <group>
+                            <field name="user_id" />
+                            <field name="route_type" />
+                        </group>
+                    </group>
+                    <notebook>
+                        <page string="Partners" name="route_partners">
+                            <group>
+                                <field
+                                    name="route_partner_ids"
+                                    nolabel="1"
+                                >
+                                    <tree editable="bottom">
+                                        <field name="sequence" widget="handle" />
+                                        <field name="partner_id" />
+                                        <field name="street" />
+                                        <field name="city" />
+                                        <field name="zip" />
+                                        <field name="state_id" />
+                                        <field name="country_id" />
+                                    </tree>
+                                </field>
+                            </group>
+                        </page>
+                    </notebook>
+                </sheet>
+                <div class="oe_chatter">
+                    <field name="message_follower_ids" widget="mail_followers"/>
+                    <field name="activity_ids" widget="mail_activity"/>
+                    <field name="message_ids" widget="mail_thread"/>
+                </div>
+            </form>
+        </field>
+    </record>
+    <record id="action_partner_route" model="ir.actions.act_window">
+        <field name="name">Partner Routes</field>
+        <field name="type">ir.actions.act_window</field>
+        <field name="res_model">partner.route</field>
+        <field name="view_type">form</field>
+        <field name="view_mode">tree,form,pivot,activity</field>
+        <field name="domain">[]</field>
+    </record>
+    <menuitem
+        action="action_partner_route"
+        id="menu_partner_route"
+        parent="contacts.res_partner_menu_config"
+    />
+</odoo>