Browse Source
[FIX] Rename crm_department addon to crm_partner_department in order to do not conflict with OCA/department addon with the same name
pull/229/head
[FIX] Rename crm_department addon to crm_partner_department in order to do not conflict with OCA/department addon with the same name
pull/229/head
Antonio Espinosa
10 years ago
committed by
Jairo Llopis
14 changed files with 499 additions and 0 deletions
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19crm_partner_department/README.rst
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6crm_partner_department/__init__.py
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42crm_partner_department/__openerp__.py
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108crm_partner_department/i18n/crm_department.pot
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108crm_partner_department/i18n/es.po
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8crm_partner_department/models/__init__.py
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20crm_partner_department/models/crm_department.py
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23crm_partner_department/models/crm_lead.py
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11crm_partner_department/models/res_partner.py
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5crm_partner_department/security/ir.model.access.csv
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BINcrm_partner_department/static/description/icon.png
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30crm_partner_department/views/crm_department_view.xml
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64crm_partner_department/views/crm_lead_view.xml
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55crm_partner_department/views/res_partner_view.xml
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Department field in CRM contact |
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=============================== |
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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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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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Departments available list must be defined first at |
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Sales > Configuration > Leads & Opportunities > Departments |
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Credits |
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======= |
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Contributors |
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------------ |
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* Pedro M. Baeza <pedro.baeza@serviciosbaeza.com> |
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* Antonio Espinosa <antonioea@antiun.com> |
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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 . 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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# 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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# |
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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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{ |
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'name': 'Department field in CRM contact', |
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'version': '1.0', |
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'category': 'Customer Relationship Management', |
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'author': 'Serv. Tecnolog. 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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'depends': [ |
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'crm', |
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], |
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'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', |
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], |
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"installable": True, |
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} |
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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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# 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 "Hijos" |
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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 "Creado por" |
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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 "Creado en" |
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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 "Departamento" |
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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 "Departamentos" |
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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 "ID" |
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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 "Última actualización por" |
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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 "Última actualización en" |
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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 "Iniciativa/Oportunidad" |
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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 "Nombre" |
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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 "Padre Izquierdo" |
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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 "Padre Derecho" |
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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 "ID Padre" |
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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 "Empresa" |
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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 "Equipo de ventas" |
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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 "Comercial" |
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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 . import crm_department |
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from . import crm_lead |
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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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# -*- 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 ResPartner(models.Model): |
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_inherit = 'res.partner' |
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department = fields.Many2one(comodel_name='crm.department') |
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"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 |
After Width: 128 | Height: 128 | Size: 22 KiB |
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<?xml version="1.0" encoding="utf-8"?> |
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<openerp> |
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<data> |
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<record id="crm_department_action" model="ir.actions.act_window"> |
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<field name="name">Departments</field> |
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<field name="res_model">crm.department</field> |
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<field name="view_type">form</field> |
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<field name="view_mode">tree</field> |
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</record> |
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<record id="crm_department_tree_view" model="ir.ui.view"> |
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<field name="name">CRM department tree</field> |
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<field name="model">crm.department</field> |
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<field name="arch" type="xml"> |
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<tree string="Departments" editable="top"> |
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<field name="name"/> |
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<field name="parent_id"/> |
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</tree> |
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</field> |
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</record> |
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<menuitem action="crm_department_action" |
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id="menu_crm_department" |
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name="Departments" |
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parent="base.menu_crm_config_lead" |
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sequence="3"/> |
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</data> |
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</openerp> |
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<?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 +1,55 @@ |
|||||
|
<?xml version="1.0" encoding="utf-8"?> |
||||
|
<openerp> |
||||
|
<data> |
||||
|
|
||||
|
<record model="ir.ui.view" id="view_partner_form_department"> |
||||
|
<field name="name">Partner form with department</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="department" |
||||
|
placeholder="Department" |
||||
|
attrs="{'invisible': [('is_company','=', True)]}" |
||||
|
options='{"no_open": True}'/> |
||||
|
</field> |
||||
|
<xpath expr="//field[@name='child_ids']/form//field[@name='phone']" position="before"> |
||||
|
<field name="department" |
||||
|
placeholder="Department" |
||||
|
attrs="{'invisible': [('is_company','=', True)]}" |
||||
|
options='{"no_open": True}'/> |
||||
|
</xpath> |
||||
|
</field> |
||||
|
</record> |
||||
|
|
||||
|
<!-- Uncomment this to add a new column to tree view |
||||
|
<record model="ir.ui.view" id="view_partner_tree_department"> |
||||
|
<field name="name">Partner tree with department</field> |
||||
|
<field name="model">res.partner</field> |
||||
|
<field name="inherit_id" ref="base.view_partner_tree"/> |
||||
|
<field name="arch" type="xml"> |
||||
|
<field name="phone" position="before"> |
||||
|
<field name="department"/> |
||||
|
</field> |
||||
|
</field> |
||||
|
</record> |
||||
|
--> |
||||
|
|
||||
|
<record model="ir.ui.view" id="view_res_partner_filter_department"> |
||||
|
<field name="name">Partner search with department</field> |
||||
|
<field name="model">res.partner</field> |
||||
|
<field name="inherit_id" ref="base.view_res_partner_filter"/> |
||||
|
<field name="arch" type="xml"> |
||||
|
<field name="category_id" position="after"> |
||||
|
<field name="department"/> |
||||
|
</field> |
||||
|
<filter string="Salesperson" position="after"> |
||||
|
<filter string="Department" |
||||
|
domain="[('is_company', '=', False)]" |
||||
|
context="{'group_by': 'department'}"/> |
||||
|
</filter> |
||||
|
</field> |
||||
|
</record> |
||||
|
|
||||
|
</data> |
||||
|
</openerp> |
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