Antonio Espinosa
10 years ago
committed by
Jairo Llopis
14 changed files with 428 additions and 0 deletions
-
18crm_capital/README.rst
-
6crm_capital/__init__.py
-
39crm_capital/__openerp__.py
-
105crm_capital/i18n/crm_capital.pot
-
105crm_capital/i18n/es.po
-
8crm_capital/models/__init__.py
-
28crm_capital/models/crm_lead.py
-
20crm_capital/models/crm_turnover_range.py
-
14crm_capital/models/res_partner.py
-
5crm_capital/security/ir.model.access.csv
-
BINcrm_capital/static/description/icon.png
-
30crm_capital/views/crm_lead_view.xml
-
30crm_capital/views/crm_turnover_range_view.xml
-
20crm_capital/views/res_partner_view.xml
@ -0,0 +1,18 @@ |
|||
Capital in CRM |
|||
================ |
|||
|
|||
This module allows to set capital country, capital registered and turnover |
|||
for companies in the CRM main objects (lead, opportunity, partner), and |
|||
propagate them through the workflow. |
|||
|
|||
By capital country we mean country of origin of the capital of the company |
|||
By capital registered we mean the amount of money registered in comercial |
|||
registry, aka social capital or just capital of a company |
|||
By turnover we can define a range an a concret amount |
|||
|
|||
Credits |
|||
======= |
|||
|
|||
Contributors |
|||
------------ |
|||
* Antonio Espinosa <antonioea@antiun.com> |
@ -0,0 +1,6 @@ |
|||
# -*- encoding: utf-8 -*- |
|||
############################################################################## |
|||
# For copyright and license notices, see __openerp__.py file in root directory |
|||
############################################################################## |
|||
|
|||
from . import models |
@ -0,0 +1,39 @@ |
|||
# -*- encoding: utf-8 -*- |
|||
############################################################################## |
|||
# |
|||
# OpenERP, Odoo Source Management Solution |
|||
# 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': 'Capital in CRM', |
|||
'version': '1.0', |
|||
'category': 'Customer Relationship Management', |
|||
'author': 'Antiun Ingeniería S.L.', |
|||
'website': 'http://www.antiun.com', |
|||
'depends': [ |
|||
'crm', |
|||
], |
|||
'data': [ |
|||
'views/crm_turnover_range_view.xml', |
|||
'views/crm_lead_view.xml', |
|||
'views/res_partner_view.xml', |
|||
'security/ir.model.access.csv', |
|||
], |
|||
"installable": True, |
|||
} |
@ -0,0 +1,105 @@ |
|||
# Translation of Odoo Server. |
|||
# This file contains the translation of the following modules: |
|||
# * crm_capital |
|||
# |
|||
msgid "" |
|||
msgstr "" |
|||
"Project-Id-Version: Odoo Server 8.0\n" |
|||
"Report-Msgid-Bugs-To: \n" |
|||
"POT-Creation-Date: 2015-03-24 11:53+0000\n" |
|||
"PO-Revision-Date: 2015-03-24 11:53+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_capital |
|||
#: field:crm.lead,capital_country:0 |
|||
msgid "Capital country" |
|||
msgstr "" |
|||
|
|||
#. module: crm_capital |
|||
#: field:crm.lead,capital_registered:0 |
|||
#: field:res.partner,capital_registered:0 |
|||
msgid "Capital registered" |
|||
msgstr "" |
|||
|
|||
#. module: crm_capital |
|||
#: field:crm.turnover_range,children:0 |
|||
msgid "Children" |
|||
msgstr "" |
|||
|
|||
#. module: crm_capital |
|||
#: help:crm.lead,capital_country:0 |
|||
msgid "Country of origin of the capital of this company" |
|||
msgstr "" |
|||
|
|||
#. module: crm_capital |
|||
#: field:crm.turnover_range,create_uid:0 |
|||
msgid "Created by" |
|||
msgstr "" |
|||
|
|||
#. module: crm_capital |
|||
#: field:crm.turnover_range,create_date:0 |
|||
msgid "Created on" |
|||
msgstr "" |
|||
|
|||
#. module: crm_capital |
|||
#: field:crm.turnover_range,id:0 |
|||
msgid "ID" |
|||
msgstr "" |
|||
|
|||
#. module: crm_capital |
|||
#: field:crm.turnover_range,write_uid:0 |
|||
msgid "Last Updated by" |
|||
msgstr "" |
|||
|
|||
#. module: crm_capital |
|||
#: field:crm.turnover_range,write_date:0 |
|||
msgid "Last Updated on" |
|||
msgstr "" |
|||
|
|||
#. module: crm_capital |
|||
#: model:ir.model,name:crm_capital.model_crm_lead |
|||
msgid "Lead/Opportunity" |
|||
msgstr "" |
|||
|
|||
#. module: crm_capital |
|||
#: field:crm.turnover_range,name:0 |
|||
msgid "Name" |
|||
msgstr "" |
|||
|
|||
#. module: crm_capital |
|||
#: field:crm.turnover_range,parent_left:0 |
|||
msgid "Parent Left" |
|||
msgstr "" |
|||
|
|||
#. module: crm_capital |
|||
#: field:crm.turnover_range,parent_right:0 |
|||
msgid "Parent Right" |
|||
msgstr "" |
|||
|
|||
#. module: crm_capital |
|||
#: field:crm.turnover_range,parent_id:0 |
|||
msgid "Parent id" |
|||
msgstr "" |
|||
|
|||
#. module: crm_capital |
|||
#: model:ir.model,name:crm_capital.model_res_partner |
|||
msgid "Partner" |
|||
msgstr "" |
|||
|
|||
#. module: crm_capital |
|||
#: model:ir.model,name:crm_capital.model_crm_turnover_range |
|||
msgid "Turnover range" |
|||
msgstr "" |
|||
|
|||
#. module: crm_capital |
|||
#: view:crm.turnover_range:crm_capital.crm_turnover_range_tree_view |
|||
#: model:ir.actions.act_window,name:crm_capital.crm_turnover_range_action |
|||
#: model:ir.ui.menu,name:crm_capital.menu_crm_turnover_range |
|||
msgid "Turnover ranges" |
|||
msgstr "" |
|||
|
@ -0,0 +1,105 @@ |
|||
# Translation of Odoo Server. |
|||
# This file contains the translation of the following modules: |
|||
# * crm_capital |
|||
# |
|||
msgid "" |
|||
msgstr "" |
|||
"Project-Id-Version: Odoo Server 8.0\n" |
|||
"Report-Msgid-Bugs-To: \n" |
|||
"POT-Creation-Date: 2015-03-24 11:53+0000\n" |
|||
"PO-Revision-Date: 2015-03-24 11:53+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_capital |
|||
#: field:crm.lead,capital_country:0 |
|||
msgid "Capital country" |
|||
msgstr "Nacionalidad del capital" |
|||
|
|||
#. module: crm_capital |
|||
#: field:crm.lead,capital_registered:0 |
|||
#: field:res.partner,capital_registered:0 |
|||
msgid "Capital registered" |
|||
msgstr "Capital social" |
|||
|
|||
#. module: crm_capital |
|||
#: field:crm.turnover_range,children:0 |
|||
msgid "Children" |
|||
msgstr "Hijos" |
|||
|
|||
#. module: crm_capital |
|||
#: help:crm.lead,capital_country:0 |
|||
msgid "Country of origin of the capital of this company" |
|||
msgstr "País de origen del capital social de esta empresa" |
|||
|
|||
#. module: crm_capital |
|||
#: field:crm.turnover_range,create_uid:0 |
|||
msgid "Created by" |
|||
msgstr "Creado por" |
|||
|
|||
#. module: crm_capital |
|||
#: field:crm.turnover_range,create_date:0 |
|||
msgid "Created on" |
|||
msgstr "Creado en" |
|||
|
|||
#. module: crm_capital |
|||
#: field:crm.turnover_range,id:0 |
|||
msgid "ID" |
|||
msgstr "ID" |
|||
|
|||
#. module: crm_capital |
|||
#: field:crm.turnover_range,write_uid:0 |
|||
msgid "Last Updated by" |
|||
msgstr "Última actualización por" |
|||
|
|||
#. module: crm_capital |
|||
#: field:crm.turnover_range,write_date:0 |
|||
msgid "Last Updated on" |
|||
msgstr "última actualización en" |
|||
|
|||
#. module: crm_capital |
|||
#: model:ir.model,name:crm_capital.model_crm_lead |
|||
msgid "Lead/Opportunity" |
|||
msgstr "Iniciativa/Oportunidad" |
|||
|
|||
#. module: crm_capital |
|||
#: field:crm.turnover_range,name:0 |
|||
msgid "Name" |
|||
msgstr "Nombre" |
|||
|
|||
#. module: crm_capital |
|||
#: field:crm.turnover_range,parent_left:0 |
|||
msgid "Parent Left" |
|||
msgstr "Padre izquierdo" |
|||
|
|||
#. module: crm_capital |
|||
#: field:crm.turnover_range,parent_right:0 |
|||
msgid "Parent Right" |
|||
msgstr "Padre derecho" |
|||
|
|||
#. module: crm_capital |
|||
#: field:crm.turnover_range,parent_id:0 |
|||
msgid "Parent id" |
|||
msgstr "ID del padre" |
|||
|
|||
#. module: crm_capital |
|||
#: model:ir.model,name:crm_capital.model_res_partner |
|||
msgid "Partner" |
|||
msgstr "Empresa" |
|||
|
|||
#. module: crm_capital |
|||
#: model:ir.model,name:crm_capital.model_crm_turnover_range |
|||
msgid "Turnover range" |
|||
msgstr "Rango de facturación" |
|||
|
|||
#. module: crm_capital |
|||
#: view:crm.turnover_range:crm_capital.crm_turnover_range_tree_view |
|||
#: model:ir.actions.act_window,name:crm_capital.crm_turnover_range_action |
|||
#: model:ir.ui.menu,name:crm_capital.menu_crm_turnover_range |
|||
msgid "Turnover ranges" |
|||
msgstr "Rangos de facturación" |
|||
|
@ -0,0 +1,8 @@ |
|||
# -*- encoding: utf-8 -*- |
|||
############################################################################## |
|||
# For copyright and license notices, see __openerp__.py file in root directory |
|||
############################################################################## |
|||
|
|||
from . import crm_turnover_range |
|||
from . import crm_lead |
|||
from . import res_partner |
@ -0,0 +1,28 @@ |
|||
# -*- 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' |
|||
|
|||
capital_country = fields.Many2one( |
|||
'res.country', string="Capital country", |
|||
help="Country of origin of the capital of this company") |
|||
capital_registered = fields.Integer(string="Capital registered") |
|||
|
|||
def _lead_create_contact(self, cr, uid, lead, name, is_company, |
|||
parent_id=False, context=None): |
|||
"""Propagate capital_country and capital_registered 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, { |
|||
'capital_country': lead.capital_country.id, |
|||
'capital_registered': lead.capital_registered |
|||
}, context=context) |
|||
return partner_id |
@ -0,0 +1,20 @@ |
|||
# -*- encoding: utf-8 -*- |
|||
############################################################################## |
|||
# For copyright and license notices, see __openerp__.py file in root directory |
|||
############################################################################## |
|||
from openerp import models, fields |
|||
|
|||
|
|||
class CrmTurnoverRange(models.Model): |
|||
_name = 'crm.turnover_range' |
|||
_order = "parent_left" |
|||
_parent_order = "name" |
|||
_parent_store = True |
|||
_description = "Turnover range" |
|||
|
|||
name = fields.Char(required=True) |
|||
parent_id = fields.Many2one(comodel_name='crm.turnover_range') |
|||
children = fields.One2many(comodel_name='crm.turnover_range', |
|||
inverse_name='parent_id') |
|||
parent_left = fields.Integer('Parent Left', select=True) |
|||
parent_right = fields.Integer('Parent Right', select=True) |
@ -0,0 +1,14 @@ |
|||
# -*- 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' |
|||
|
|||
capital_country = fields.Many2one( |
|||
'res.country', string="Capital country", |
|||
help="Country of origin of the capital of this company") |
|||
capital_registered = fields.Integer(string="Capital registered") |
@ -0,0 +1,5 @@ |
|||
"id","name","model_id:id","group_id:id","perm_read","perm_write","perm_create","perm_unlink" |
|||
"access_crm_turnover_public","crm_turnover_range group_public","model_crm_turnover_range","base.group_public",1,0,0,0 |
|||
"access_crm_turnover_portal","crm_turnover_range group_portal","model_crm_turnover_range","base.group_portal",1,0,0,0 |
|||
"access_crm_turnover_group_partner_manager","crm_turnover_range group_partner_manager","model_crm_turnover_range","base.group_partner_manager",1,1,1,1 |
|||
"access_crm_turnover_group_user","crm_turnover_range group_user","model_crm_turnover_range","base.group_user",1,0,0,0 |
After Width: 128 | Height: 128 | Size: 19 KiB |
@ -0,0 +1,30 @@ |
|||
<?xml version="1.0"?> |
|||
<openerp> |
|||
<data> |
|||
|
|||
<record model="ir.ui.view" id="crm_case_form_view_leads_capital"> |
|||
<field name="name">CRM - Leads Form with capital info</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="partner_id" position="before"> |
|||
<field name="capital_country"/> |
|||
<field name="capital_registered"/> |
|||
</field> |
|||
</field> |
|||
</record> |
|||
|
|||
<record model="ir.ui.view" id="crm_case_form_view_oppor_capital"> |
|||
<field name="name">CRM - Leads Form with capital info</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="partner_id" position="before"> |
|||
<field name="capital_country"/> |
|||
<field name="capital_registered"/> |
|||
</field> |
|||
</field> |
|||
</record> |
|||
|
|||
</data> |
|||
</openerp> |
@ -0,0 +1,30 @@ |
|||
<?xml version="1.0"?> |
|||
<openerp> |
|||
<data> |
|||
|
|||
<record id="crm_turnover_range_action" model="ir.actions.act_window"> |
|||
<field name="name">Turnover ranges</field> |
|||
<field name="res_model">crm.turnover_range</field> |
|||
<field name="view_type">form</field> |
|||
<field name="view_mode">tree</field> |
|||
</record> |
|||
|
|||
<record id="crm_turnover_range_tree_view" model="ir.ui.view"> |
|||
<field name="name">CRM Turnover range tree</field> |
|||
<field name="model">crm.turnover_range</field> |
|||
<field name="arch" type="xml"> |
|||
<tree string="Turnover ranges" editable="bottom"> |
|||
<field name="name"/> |
|||
<field name="parent_id"/> |
|||
</tree> |
|||
</field> |
|||
</record> |
|||
|
|||
<menuitem action="crm_turnover_range_action" |
|||
id="menu_crm_turnover_range" |
|||
name="Turnover ranges" |
|||
parent="base.menu_crm_config_lead" |
|||
sequence="5"/> |
|||
|
|||
</data> |
|||
</openerp> |
@ -0,0 +1,20 @@ |
|||
<?xml version="1.0"?> |
|||
<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"> |
|||
<field name="phone" position="before"> |
|||
<field name="capital_country" |
|||
attrs="{'invisible': [('is_company', '=', False)]}"/> |
|||
<field name="capital_registered" |
|||
attrs="{'invisible': [('is_company', '=', False)]}"/> |
|||
</field> |
|||
</field> |
|||
</record> |
|||
|
|||
</data> |
|||
</openerp> |
Reference in new issue
xxxxxxxxxx