Browse Source
Prepare for OCA.
Prepare for OCA.
- Update translation. - Reduce garbage code. - Update license and copyright headers. - Improve README. - Drop CRM stuff.pull/327/head
Jairo Llopis
9 years ago
committed by
Pedro M. Baeza
Pedro M. Baeza
14 changed files with 235 additions and 381 deletions
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71partner_contact_department/README.rst
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11partner_contact_department/__init__.py
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41partner_contact_department/__openerp__.py
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108partner_contact_department/i18n/crm_department.pot
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107partner_contact_department/i18n/es.po
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13partner_contact_department/models/__init__.py
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20partner_contact_department/models/crm_department.py
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23partner_contact_department/models/crm_lead.py
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37partner_contact_department/models/res_partner.py
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8partner_contact_department/security/ir.model.access.csv
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30partner_contact_department/views/crm_department_view.xml
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64partner_contact_department/views/crm_lead_view.xml
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47partner_contact_department/views/res_partner_department_view.xml
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36partner_contact_department/views/res_partner_view.xml
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Department field in CRM contact |
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=============================== |
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.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg |
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html |
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:alt: License: AGPL-3 |
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This module adds the concept of department to the CRM main objects (lead, |
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opportunity, partner), and propagate them through the workflow. |
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================== |
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Contact department |
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================== |
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Department is a drop-down field in lead, opportunity and partner forms. It |
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refers to contact department in its own company |
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This module extends the functionality of the address book to support |
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departments. |
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Departments available list must be defined first at |
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Sales > Configuration > Leads & Opportunities > Departments |
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Department is a drop-down field in partner forms, and it refers to contact |
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department in its own company. |
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Configuration |
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============= |
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To configure departments, you need to: |
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* Go to *Sales > Configuration > Address Book > Departments*. |
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Usage |
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===== |
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To use this module, you need to: |
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* Go to any partner's form. |
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.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas |
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:alt: Try me on Runbot |
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:target: https://runbot.odoo-community.org/runbot/134/8.0 |
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Bug Tracker |
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=========== |
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Bugs are tracked on `GitHub Issues |
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<https://github.com/OCA/partner-contact/issues>`_. In case of trouble, please |
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check there if your issue has already been reported. If you spotted it first, |
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help us smashing it by providing a detailed and welcomed `feedback |
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<https://github.com/OCA/ |
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partner-contact/issues/new?body=module:%20 |
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partner_contact_department%0Aversion:%20 |
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8.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. |
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Credits |
Credits |
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======= |
======= |
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Images |
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------ |
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* `Antiun Ingeniería S.L. <http://www.antiun.com>`_: Icon. |
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Contributors |
Contributors |
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------------ |
------------ |
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* Pedro M. Baeza <pedro.baeza@serviciosbaeza.com> |
* Pedro M. Baeza <pedro.baeza@serviciosbaeza.com> |
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* Antonio Espinosa <antonioea@antiun.com> |
* Antonio Espinosa <antonioea@antiun.com> |
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* Rafael Blasco <rafabn@antiun.com> |
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* Jairo Llopis <yajo.sk8@gmail.com> |
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Maintainer |
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---------- |
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.. image:: https://odoo-community.org/logo.png |
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:alt: Odoo Community Association |
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:target: https://odoo-community.org |
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This module is maintained by the OCA. |
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OCA, or the Odoo Community Association, is a nonprofit organization whose |
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mission is to support the collaborative development of Odoo features and |
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promote its widespread use. |
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To contribute to this module, please visit https://odoo-community.org. |
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@ -1,6 +1,9 @@ |
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# -*- encoding: utf-8 -*- |
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############################################################################## |
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# For copyright and license notices, see __openerp__.py file in root directory |
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############################################################################## |
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# -*- coding: utf-8 -*- |
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# Copyright (c) 2014 Serv. Tecnol. Avanzados (http://www.serviciosbaeza.com) |
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# Pedro M. Baeza <pedro.baeza@serviciosbaeza.com> |
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# Copyright (c) 2015 Antiun Ingeniería S.L. (http://www.antiun.com) |
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# Antonio Espinosa <antonioea@antiun.com> |
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# © 2015 Antiun Ingeniería S.L. - Jairo Llopis |
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). |
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from . import models |
from . import models |
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# -*- encoding: utf-8 -*- |
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############################################################################## |
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# |
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# OpenERP, Odoo Source Management Solution |
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# -*- coding: utf-8 -*- |
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# Copyright (c) 2014 Serv. Tecnol. Avanzados (http://www.serviciosbaeza.com) |
# Copyright (c) 2014 Serv. Tecnol. Avanzados (http://www.serviciosbaeza.com) |
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# Pedro M. Baeza <pedro.baeza@serviciosbaeza.com> |
# Pedro M. Baeza <pedro.baeza@serviciosbaeza.com> |
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# Copyright (c) 2015 Antiun Ingeniería S.L. (http://www.antiun.com) |
# Copyright (c) 2015 Antiun Ingeniería S.L. (http://www.antiun.com) |
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# Antonio Espinosa <antonioea@antiun.com> |
# Antonio Espinosa <antonioea@antiun.com> |
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# |
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# This program is free software: you can redistribute it and/or modify |
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# it under the terms of the GNU Affero General Public License as published |
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# by the Free Software Foundation, either version 3 of the License, or |
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# (at your option) any later version. |
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# |
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# This program is distributed in the hope that it will be useful, |
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# but WITHOUT ANY WARRANTY; without even the implied warranty of |
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# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
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# GNU Affero General Public License for more details. |
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# |
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# You should have received a copy of the GNU Affero General Public License |
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# along with this program. If not, see <http://www.gnu.org/licenses/>. |
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# |
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############################################################################## |
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# © 2015 Antiun Ingeniería S.L. - Jairo Llopis |
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). |
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{ |
{ |
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'name': 'Department field in CRM contact', |
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'version': '1.0', |
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'name': 'Contact department', |
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"summary": "Assign contacts to departments", |
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'version': '8.0.1.0.0', |
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'category': 'Customer Relationship Management', |
'category': 'Customer Relationship Management', |
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'author': 'Serv. Tecnol. Avanzados - Pedro M. Baeza, ' |
'author': 'Serv. Tecnol. Avanzados - Pedro M. Baeza, ' |
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'Antiun Ingeniería S.L.', |
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'website': 'http://www.serviciosbaeza.com, http://www.antiun.com', |
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'Antiun Ingeniería S.L., ' |
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"Odoo Community Association (OCA)", |
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"license": "AGPL-3", |
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'website': 'http://www.antiun.com', |
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"application": False, |
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'depends': [ |
'depends': [ |
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'crm', |
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'base', |
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], |
], |
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'data': [ |
'data': [ |
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'views/crm_department_view.xml', |
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'views/crm_lead_view.xml', |
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'views/res_partner_view.xml', |
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'security/ir.model.access.csv', |
'security/ir.model.access.csv', |
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'views/res_partner_department_view.xml', |
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'views/res_partner_view.xml', |
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], |
], |
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"installable": True, |
"installable": True, |
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} |
} |
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@ -1,108 +0,0 @@ |
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# Translation of Odoo Server. |
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# This file contains the translation of the following modules: |
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# * crm_partner_department |
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# |
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msgid "" |
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msgstr "" |
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"Project-Id-Version: Odoo Server 8.0\n" |
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"Report-Msgid-Bugs-To: \n" |
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"POT-Creation-Date: 2015-05-27 08:51+0000\n" |
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"PO-Revision-Date: 2015-05-27 08:51+0000\n" |
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"Last-Translator: <>\n" |
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"Language-Team: \n" |
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"MIME-Version: 1.0\n" |
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"Content-Type: text/plain; charset=UTF-8\n" |
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"Content-Transfer-Encoding: \n" |
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"Plural-Forms: \n" |
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#. module: crm_partner_department |
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#: field:crm.department,children:0 |
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msgid "Children" |
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msgstr "" |
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#. module: crm_partner_department |
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#: field:crm.department,create_uid:0 |
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msgid "Created by" |
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msgstr "" |
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#. module: crm_partner_department |
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#: field:crm.department,create_date:0 |
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msgid "Created on" |
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msgstr "" |
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#. module: crm_partner_department |
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#: view:crm.lead:crm_partner_department.crm_case_form_view_leads_department |
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#: view:crm.lead:crm_partner_department.crm_case_form_view_oppor_department |
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#: view:crm.lead:crm_partner_department.view_crm_case_leads_filter_department |
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#: view:crm.lead:crm_partner_department.view_crm_case_opportunities_filter_department |
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#: field:crm.lead,department:0 |
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#: model:ir.model,name:crm_partner_department.model_crm_department |
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#: view:res.partner:crm_partner_department.view_partner_form_department |
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#: view:res.partner:crm_partner_department.view_res_partner_filter_department |
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#: field:res.partner,department:0 |
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msgid "Department" |
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msgstr "" |
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#. module: crm_partner_department |
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#: view:crm.department:crm_partner_department.crm_department_tree_view |
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#: model:ir.actions.act_window,name:crm_partner_department.crm_department_action |
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#: model:ir.ui.menu,name:crm_partner_department.menu_crm_department |
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msgid "Departments" |
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msgstr "" |
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#. module: crm_partner_department |
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#: field:crm.department,id:0 |
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msgid "ID" |
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msgstr "" |
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#. module: crm_partner_department |
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#: field:crm.department,write_uid:0 |
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msgid "Last Updated by" |
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msgstr "" |
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#. module: crm_partner_department |
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#: field:crm.department,write_date:0 |
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msgid "Last Updated on" |
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msgstr "" |
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#. module: crm_partner_department |
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#: model:ir.model,name:crm_partner_department.model_crm_lead |
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msgid "Lead/Opportunity" |
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msgstr "" |
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#. module: crm_partner_department |
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#: field:crm.department,name:0 |
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msgid "Name" |
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msgstr "" |
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#. module: crm_partner_department |
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#: field:crm.department,parent_left:0 |
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msgid "Parent Left" |
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msgstr "" |
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#. module: crm_partner_department |
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#: field:crm.department,parent_right:0 |
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msgid "Parent Right" |
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msgstr "" |
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#. module: crm_partner_department |
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#: field:crm.department,parent_id:0 |
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msgid "Parent id" |
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msgstr "" |
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#. module: crm_partner_department |
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#: model:ir.model,name:crm_partner_department.model_res_partner |
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msgid "Partner" |
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msgstr "" |
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#. module: crm_partner_department |
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#: view:crm.lead:crm_partner_department.view_crm_case_leads_filter_department |
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#: view:crm.lead:crm_partner_department.view_crm_case_opportunities_filter_department |
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msgid "Sales Team" |
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msgstr "" |
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#. module: crm_partner_department |
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#: view:res.partner:crm_partner_department.view_res_partner_filter_department |
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msgid "Salesperson" |
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msgstr "" |
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@ -1,8 +1,9 @@ |
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# -*- encoding: utf-8 -*- |
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############################################################################## |
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# For copyright and license notices, see __openerp__.py file in root directory |
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############################################################################## |
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# -*- coding: utf-8 -*- |
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# Copyright (c) 2014 Serv. Tecnol. Avanzados (http://www.serviciosbaeza.com) |
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# Pedro M. Baeza <pedro.baeza@serviciosbaeza.com> |
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# Copyright (c) 2015 Antiun Ingeniería S.L. (http://www.antiun.com) |
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# Antonio Espinosa <antonioea@antiun.com> |
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# © 2015 Antiun Ingeniería S.L. - Jairo Llopis |
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). |
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from . import crm_department |
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from . import crm_lead |
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from . import res_partner |
from . import res_partner |
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# -*- encoding: utf-8 -*- |
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############################################################################## |
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# For copyright and license notices, see __openerp__.py file in root directory |
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############################################################################## |
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from openerp import models, fields |
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class CrmDepartment(models.Model): |
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_name = 'crm.department' |
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_order = "parent_left" |
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_parent_order = "name" |
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_parent_store = True |
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_description = "Department" |
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name = fields.Char(required=True, translate=True) |
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parent_id = fields.Many2one(comodel_name='crm.department') |
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children = fields.One2many(comodel_name='crm.department', |
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inverse_name='parent_id') |
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parent_left = fields.Integer('Parent Left', select=True) |
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parent_right = fields.Integer('Parent Right', select=True) |
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# -*- encoding: utf-8 -*- |
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############################################################################## |
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# For copyright and license notices, see __openerp__.py file in root directory |
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############################################################################## |
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from openerp import models, fields |
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class CrmLead(models.Model): |
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_inherit = 'crm.lead' |
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department = fields.Many2one(comodel_name='crm.department') |
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def _lead_create_contact(self, cr, uid, lead, name, is_company, |
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parent_id=False, context=None): |
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"""Propagate department to created partner. |
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""" |
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partner_id = super(CrmLead, self)._lead_create_contact( |
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cr, uid, lead, name, is_company, parent_id=parent_id, |
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context=context) |
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self.pool['res.partner'].write( |
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cr, uid, partner_id, {'department': lead.department.id}, |
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context=context) |
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return partner_id |
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@ -1,11 +1,38 @@ |
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# -*- encoding: utf-8 -*- |
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############################################################################## |
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# For copyright and license notices, see __openerp__.py file in root directory |
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############################################################################## |
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# -*- coding: utf-8 -*- |
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# Copyright (c) 2014 Serv. Tecnol. Avanzados (http://www.serviciosbaeza.com) |
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# Pedro M. Baeza <pedro.baeza@serviciosbaeza.com> |
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# Copyright (c) 2015 Antiun Ingeniería S.L. (http://www.antiun.com) |
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# Antonio Espinosa <antonioea@antiun.com> |
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# © 2015 Antiun Ingeniería S.L. - Jairo Llopis |
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). |
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from openerp import models, fields |
from openerp import models, fields |
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class ResPartner(models.Model): |
class ResPartner(models.Model): |
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_inherit = 'res.partner' |
_inherit = 'res.partner' |
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department = fields.Many2one(comodel_name='crm.department') |
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department_id = fields.Many2one( |
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"res.partner.department", |
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"Department", |
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oldname="department") |
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class ResPartnerDepartment(models.Model): |
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_name = 'res.partner.department' |
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_order = "parent_left" |
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_parent_order = "name" |
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_parent_store = True |
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_description = "Department" |
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name = fields.Char(required=True, translate=True) |
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parent_id = fields.Many2one( |
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"res.partner.department", |
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"Parent department") |
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child_ids = fields.One2many( |
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"res.partner.department", |
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"parent_id", |
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"Child departments", |
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oldname="children") |
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parent_left = fields.Integer(index=True) |
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parent_right = fields.Integer(index=True) |
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"id","name","model_id:id","group_id:id","perm_read","perm_write","perm_create","perm_unlink" |
"id","name","model_id:id","group_id:id","perm_read","perm_write","perm_create","perm_unlink" |
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"access_crm_department_public","crm_department group_public","model_crm_department","base.group_public",1,0,0,0 |
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"access_crm_department_portal","crm_department group_portal","model_crm_department","base.group_portal",1,0,0,0 |
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"access_crm_department_group_partner_manager","crm_department group_partner_manager","model_crm_department","base.group_partner_manager",1,1,1,1 |
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"access_crm_department_group_user","crm_department group_user","model_crm_department","base.group_user",1,0,0,0 |
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|
"access_res_partner_department_public","res_partner_department group_public","model_res_partner_department","base.group_public",1,0,0,0 |
||||
|
"access_res_partner_department_portal","res_partner_department group_portal","model_res_partner_department","base.group_portal",1,0,0,0 |
||||
|
"access_res_partner_department_group_partner_manager","res_partner_department group_partner_manager","model_res_partner_department","base.group_partner_manager",1,1,1,1 |
||||
|
"access_res_partner_department_group_user","res_partner_department group_user","model_res_partner_department","base.group_user",1,0,0,0 |
||||
@ -1,30 +0,0 @@ |
|||||
<?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> |
|
||||
@ -1,64 +0,0 @@ |
|||||
<?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> |
|
||||
@ -0,0 +1,47 @@ |
|||||
|
<?xml version="1.0" encoding="utf-8"?> |
||||
|
<!-- © 2014 Serv. Tecnol. Avanzados - Pedro M. Baeza |
||||
|
© 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_department_action" model="ir.actions.act_window"> |
||||
|
<field name="name">Departments</field> |
||||
|
<field name="res_model">res.partner.department</field> |
||||
|
<field name="view_type">form</field> |
||||
|
<field name="view_mode">tree</field> |
||||
|
</record> |
||||
|
|
||||
|
<record id="res_partner_department_tree_view" model="ir.ui.view"> |
||||
|
<field name="name">CRM department tree</field> |
||||
|
<field name="model">res.partner.department</field> |
||||
|
<field name="arch" type="xml"> |
||||
|
<tree string="Departments" editable="top"> |
||||
|
<field name="name"/> |
||||
|
<field name="parent_id"/> |
||||
|
</tree> |
||||
|
</field> |
||||
|
</record> |
||||
|
|
||||
|
<record id="res_partner_department_form_view" model="ir.ui.view"> |
||||
|
<field name="name">CRM department form</field> |
||||
|
<field name="model">res.partner.department</field> |
||||
|
<field name="arch" type="xml"> |
||||
|
<form> |
||||
|
<group> |
||||
|
<field name="name"/> |
||||
|
<field name="parent_id"/> |
||||
|
<field name="child_ids"/> |
||||
|
</group> |
||||
|
</form> |
||||
|
</field> |
||||
|
</record> |
||||
|
|
||||
|
<menuitem action="res_partner_department_action" |
||||
|
id="menu_res_partner_department" |
||||
|
parent="base.menu_config_address_book"/> |
||||
|
|
||||
|
</data> |
||||
|
</openerp> |
||||
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