Addon crm_department

crm_department/README.rst

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+Departments in CRM
+==================
+
+This module adds the concept of department to the CRM main objects (lead,
+opportunity, partner), and propagate them through the workflow.
+
+Credits
+=======
+
+Contributors
+------------
+* Pedro M. Baeza <pedro.baeza@serviciosbaeza.com>
+* Antonio Espinosa <antonioea@antiun.com>

crm_department/__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_department/__openerp__.py

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+# -*- encoding: utf-8 -*-
+##############################################################################
+#
+#    OpenERP, Odoo Source Management Solution
+#    Copyright (c) 2014 Serv. Tecnol. Avanzados (http://www.serviciosbaeza.com)
+#                       Pedro M. Baeza <pedro.baeza@serviciosbaeza.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': 'Departments in CRM',
+    'version': '1.0',
+    'category': 'Customer Relationship Management',
+    'author': 'Serv. Tecnolog. Avanzados - Pedro M. Baeza, '
+              'Antiun Ingeniería S.L.',
+    'website': 'http://www.serviciosbaeza.com, http://www.antiun.com',
+    'depends': [
+        'crm',
+    ],
+    'data': [
+        'views/crm_department_view.xml',
+        'views/crm_lead_view.xml',
+        'views/res_partner_view.xml',
+    ],
+    "installable": True,
+}

crm_department/i18n/crm_department.pot

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+#	* crm_department
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 8.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2015-01-24 13:47+0000\n"
+"PO-Revision-Date: 2015-01-24 13:47+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_department
+#: field:crm.department,children:0
+msgid "Children"
+msgstr ""
+
+#. module: crm_department
+#: field:crm.department,create_uid:0
+msgid "Created by"
+msgstr ""
+
+#. module: crm_department
+#: field:crm.department,create_date:0
+msgid "Created on"
+msgstr ""
+
+#. module: crm_department
+#: field:crm.department,id:0
+msgid "ID"
+msgstr ""
+
+#. module: crm_department
+#: field:crm.department,write_uid:0
+msgid "Last Updated by"
+msgstr ""
+
+#. module: crm_department
+#: field:crm.department,write_date:0
+msgid "Last Updated on"
+msgstr ""
+
+#. module: crm_department
+#: field:crm.department,name:0
+msgid "Name"
+msgstr ""
+
+#. module: crm_department
+#: field:crm.department,parent_left:0
+msgid "Parent Left"
+msgstr ""
+
+#. module: crm_department
+#: field:crm.department,parent_right:0
+msgid "Parent Right"
+msgstr ""
+
+#. module: crm_department
+#: field:crm.department,parent_id:0
+msgid "Parent id"
+msgstr ""
+
+#. module: crm_department
+#: view:crm.lead:crm_department.view_crm_case_leads_filter_department
+#: view:crm.lead:crm_department.view_crm_case_opportunities_filter_department
+#: field:crm.lead,department:0
+#: model:ir.model,name:crm_department.model_crm_department
+#: view:res.partner:crm_department.view_res_partner_filter_department
+#: field:res.partner,department:0
+msgid "Department"
+msgstr ""
+
+#. module: crm_department
+#: view:crm.department:crm_department.crm_department_tree_view
+#: model:ir.actions.act_window,name:crm_department.crm_department_action
+#: model:ir.ui.menu,name:crm_department.menu_crm_department
+msgid "Departments"
+msgstr ""
+

crm_department/i18n/es.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+#	* crm_department
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 8.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2015-01-24 13:47+0000\n"
+"PO-Revision-Date: 2015-01-24 13:47+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_department
+#: field:crm.department,children:0
+msgid "Children"
+msgstr "Hijos"
+
+#. module: crm_department
+#: field:crm.department,create_uid:0
+msgid "Created by"
+msgstr "Creado por"
+
+#. module: crm_department
+#: field:crm.department,create_date:0
+msgid "Created on"
+msgstr "Creado en"
+
+#. module: crm_department
+#: field:crm.department,id:0
+msgid "ID"
+msgstr "ID"
+
+#. module: crm_department
+#: field:crm.department,write_uid:0
+msgid "Last Updated by"
+msgstr "Última actualización por"
+
+#. module: crm_department
+#: field:crm.department,write_date:0
+msgid "Last Updated on"
+msgstr "Última actualización en"
+
+#. module: crm_department
+#: field:crm.department,name:0
+msgid "Name"
+msgstr "Nombre"
+
+#. module: crm_department
+#: field:crm.department,parent_left:0
+msgid "Parent Left"
+msgstr "Padre izquierdo"
+
+#. module: crm_department
+#: field:crm.department,parent_right:0
+msgid "Parent Right"
+msgstr "Padre derecho"
+
+#. module: crm_department
+#: field:crm.department,parent_id:0
+msgid "Parent id"
+msgstr "ID del padre"
+
+#. module: crm_department
+#: view:crm.lead:crm_department.view_crm_case_leads_filter_department
+#: view:crm.lead:crm_department.view_crm_case_opportunities_filter_department
+#: field:crm.lead,department:0
+#: model:ir.model,name:crm_department.model_crm_department
+#: view:res.partner:crm_department.view_res_partner_filter_department
+#: field:res.partner,department:0
+msgid "Department"
+msgstr "Departamento"
+
+#. module: crm_department
+#: view:crm.department:crm_department.crm_department_tree_view
+#: model:ir.actions.act_window,name:crm_department.crm_department_action
+#: model:ir.ui.menu,name:crm_department.menu_crm_department
+msgid "Departments"
+msgstr "Departamentos"
+

crm_department/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_department
+from . import crm_lead
+from . import res_partner

crm_department/models/crm_department.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 CrmDepartment(models.Model):
+    _name = 'crm.department'
+    _order = "parent_left"
+    _parent_order = "name"
+    _parent_store = True
+    _description = "Department"
+
+    name = fields.Char(required=True)
+    parent_id = fields.Many2one(comodel_name='crm.department')
+    children = fields.One2many(comodel_name='crm.department',
+                               inverse_name='parent_id')
+    parent_left = fields.Integer('Parent Left', select=True)
+    parent_right = fields.Integer('Parent Right', select=True)

crm_department/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'
+
+    department = fields.Many2one(comodel_name='crm.department')
+
+    def _lead_create_contact(self, cr, uid, lead, name, is_company,
+                             parent_id=False, context=None):
+        """Propagate department 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, {'department': lead.department.id},
+            context=context)
+        return partner_id

crm_department/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'
+
+    department = fields.Many2one(comodel_name='crm.department')

crm_department/views/crm_department_view.xml

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+<?xml version="1.0"?>
+<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="bottom">
+                    <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>

crm_department/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_department">
+            <field name="name">CRM - Leads Form with department</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"/>
+                </field>
+            </field>
+        </record>
+
+        <!-- Uncomment this to add a new column to tree view
+        <record model="ir.ui.view" id="crm_case_tree_view_leads_department">
+            <field name="name">Leads with department</field>
+            <field name="model">crm.lead</field>
+            <field name="inherit_id" ref="crm.crm_case_tree_view_leads"/>
+            <field name="arch" type="xml">
+                <field name="section_id" position="after">
+                    <field name="department"/>
+                </field>
+            </field>
+        </record>
+        -->
+
+        <record model="ir.ui.view" id="view_crm_case_leads_filter_department">
+            <field name="name">CRM - Leads Search with departments</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_department">
+            <field name="name">CRM - Leads Form with department</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"/>
+                </field>
+            </field>
+        </record>
+
+        <!-- Uncomment this to add a new column to tree view
+        <record model="ir.ui.view" id="crm_case_tree_view_oppor_department">
+            <field name="name">Leads with department</field>
+            <field name="model">crm.lead</field>
+            <field name="inherit_id" ref="crm.crm_case_tree_view_oppor"/>
+            <field name="arch" type="xml">
+                <field name="section_id" position="after">
+                    <field name="department"/>
+                </field>
+            </field>
+        </record>
+        -->
+
+        <record model="ir.ui.view" id="view_crm_case_opportunities_filter_department">
+            <field name="name">CRM - Leads Search with departments</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>

crm_department/views/res_partner_view.xml

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+<?xml version="1.0"?>
+<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"/>
+                </field>
+            </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="[]"
+                            context="{'group_by': 'department'}"/>
+                </filter>
+            </field>
+        </record>
+
+    </data>
+</openerp>