[ADD] crm_capital addon

crm_capital/README.rst

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+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>

crm_capital/__init__.py

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

crm_capital/__openerp__.py

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+# -*- 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,
+}

crm_capital/i18n/crm_capital.pot

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+# 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 ""
+

crm_capital/i18n/es.po

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+# 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"
+

crm_capital/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_turnover_range
+from . import crm_lead
+from . import res_partner

crm_capital/models/crm_lead.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 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

crm_capital/models/crm_turnover_range.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 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)

crm_capital/models/res_partner.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 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")

crm_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","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

crm_capital/views/crm_lead_view.xml

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+<?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>

crm_capital/views/crm_turnover_range_view.xml

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+<?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>

crm_capital/views/res_partner_view.xml

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+<?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>