Skip to content

Commit

Permalink
Merge PR #603 into 17.0
Browse files Browse the repository at this point in the history
Signed-off-by pedrobaeza
  • Loading branch information
OCA-git-bot committed Nov 20, 2024
2 parents 9f74580 + 9f1662e commit d5da429
Show file tree
Hide file tree
Showing 81 changed files with 5,289 additions and 0 deletions.
111 changes: 111 additions & 0 deletions marketing_crm_partner/README.rst
Original file line number Diff line number Diff line change
@@ -0,0 +1,111 @@
===========================
Tracking Fields in Partners
===========================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:8c7944e9cbd4ae7af3477648c31f4c5fe81bd9f68d7fcd6a7853528edec60887
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github
:target: https://github.com/OCA/crm/tree/17.0/marketing_crm_partner
:alt: OCA/crm
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/crm-17-0/crm-17-0-marketing_crm_partner
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
:target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=17.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module extends the functionality of the CRM to support having the
tracking fields available in the partner and copy them there
automatically when the partner is created from a lead/opportunity.

**Table of contents**

.. contents::
:local:

Usage
=====

To use this module, here are the steps:

1. If you don't have the "Leads" tab at the top menu in the crm app, go
to **Settings > CRM** and check the box **Leads**. |crm settings|
2. Go to **CRM > Leads > Create**.
3. Fill the required fields.
4. Go to **Extra Info > Marketing** and fill those fields: |lead view|
5. **Save**.
6. Click **Convert to Opportunity**.
7. Choose the option **Customer > Create a new customer**.
8. Click **Create Opportunity**. |choose customer|
9. Click on the name of the newly linked partner. |new linked partner|
10. Go to tab **Sales & Purchases**.
11. There you have the new fulfilled fields in the marketing section.
|partner marketing|

.. |crm settings| image:: https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/crm_settings.png
.. |lead view| image:: https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/lead_marketing.png
.. |choose customer| image:: https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/convert_to_opportunity.png
.. |new linked partner| image:: https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/new_linked_partner.png
.. |partner marketing| image:: https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/marketing_fields.png

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
`feedback <https://github.com/OCA/crm/issues/new?body=module:%20marketing_crm_partner%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Tecnativa

Contributors
------------

- `Tecnativa <https://www.tecnativa.com>`__:

- Rafael Blasco <rafael.blasco@tecnativa.com>
- Jairo Llopis <jairo.llopis@tecnativa.com>
- Vicent Cubells <vicent.cubells@tecnativa.com>
- David Vidal <david.vidal@tecnativa.com>
- Cristina Martin R. <cristina.martin@tecnativa.com>
- Marcel Savegnago <marcel.savegnago@escodoo.com.br>
- Ahmet Yiğit Budak <yigit@altinkaya.com.tr>

Maintainers
-----------

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org

OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.

This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/17.0/marketing_crm_partner>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
3 changes: 3 additions & 0 deletions marketing_crm_partner/__init__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,3 @@
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).

from . import models
18 changes: 18 additions & 0 deletions marketing_crm_partner/__manifest__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,18 @@
# Copyright 2016 Tecnativa S.L. - Jairo Llopis
# Copyright 2016 Tecnativa S.L. - Vicent Cubells
# Copyright 2017 Tecnativa S.L. - David Vidal
# Copyright 2018 Tecnativa S.L. - Cristina Martin R.
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
{
"name": "Tracking Fields in Partners",
"summary": "Copy tracking fields from leads to partners",
"version": "17.0.1.0.0",
"category": "Marketing",
"website": "https://github.com/OCA/crm",
"author": "Tecnativa, Odoo Community Association (OCA)",
"license": "AGPL-3",
"application": False,
"installable": True,
"depends": ["crm"],
"data": ["views/res_partner_view.xml"],
}
74 changes: 74 additions & 0 deletions marketing_crm_partner/i18n/am.po
Original file line number Diff line number Diff line change
@@ -0,0 +1,74 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * marketing_crm_partner
#
# Translators:
# Mike T <miket@clearict.com>, 2016
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 9.0c\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2016-11-26 03:41+0000\n"
"PO-Revision-Date: 2016-11-26 03:41+0000\n"
"Last-Translator: Mike T <miket@clearict.com>, 2016\n"
"Language-Team: Amharic (https://www.transifex.com/oca/teams/23907/am/)\n"
"Language: am\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=(n > 1);\n"

#. module: marketing_crm_partner
#: model:ir.model.fields,field_description:marketing_crm_partner.field_res_partner__campaign_id
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_res_partner_filter
msgid "Campaign"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model,name:marketing_crm_partner.model_res_partner
msgid "Contact"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model,name:marketing_crm_partner.model_crm_lead
msgid "Lead/Opportunity"
msgstr ""

#. module: marketing_crm_partner
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_partner_form
msgid "Marketing"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model.fields,field_description:marketing_crm_partner.field_res_partner__medium_id
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_res_partner_filter
msgid "Medium"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model.fields,field_description:marketing_crm_partner.field_res_partner__source_id
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_res_partner_filter
msgid "Source"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model.fields,help:marketing_crm_partner.field_res_partner__campaign_id
msgid ""
"This is a name that helps you keep track of your different campaign efforts, "
"e.g. Fall_Drive, Christmas_Special"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model.fields,help:marketing_crm_partner.field_res_partner__medium_id
msgid "This is the method of delivery, e.g. Postcard, Email, or Banner Ad"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model.fields,help:marketing_crm_partner.field_res_partner__source_id
msgid ""
"This is the source of the link, e.g. Search Engine, another domain, or name "
"of email list"
msgstr ""

#~ msgid "Partner"
#~ msgstr "ተባባሪ"
75 changes: 75 additions & 0 deletions marketing_crm_partner/i18n/ar.po
Original file line number Diff line number Diff line change
@@ -0,0 +1,75 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * marketing_crm_partner
#
# Translators:
# OCA Transbot <transbot@odoo-community.org>, 2016
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 9.0c\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2016-11-26 03:41+0000\n"
"PO-Revision-Date: 2016-11-26 03:41+0000\n"
"Last-Translator: OCA Transbot <transbot@odoo-community.org>, 2016\n"
"Language-Team: Arabic (https://www.transifex.com/oca/teams/23907/ar/)\n"
"Language: ar\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=6; plural=n==0 ? 0 : n==1 ? 1 : n==2 ? 2 : n%100>=3 "
"&& n%100<=10 ? 3 : n%100>=11 && n%100<=99 ? 4 : 5;\n"

#. module: marketing_crm_partner
#: model:ir.model.fields,field_description:marketing_crm_partner.field_res_partner__campaign_id
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_res_partner_filter
msgid "Campaign"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model,name:marketing_crm_partner.model_res_partner
msgid "Contact"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model,name:marketing_crm_partner.model_crm_lead
msgid "Lead/Opportunity"
msgstr ""

#. module: marketing_crm_partner
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_partner_form
msgid "Marketing"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model.fields,field_description:marketing_crm_partner.field_res_partner__medium_id
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_res_partner_filter
msgid "Medium"
msgstr "متوسط"

#. module: marketing_crm_partner
#: model:ir.model.fields,field_description:marketing_crm_partner.field_res_partner__source_id
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_res_partner_filter
msgid "Source"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model.fields,help:marketing_crm_partner.field_res_partner__campaign_id
msgid ""
"This is a name that helps you keep track of your different campaign efforts, "
"e.g. Fall_Drive, Christmas_Special"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model.fields,help:marketing_crm_partner.field_res_partner__medium_id
msgid "This is the method of delivery, e.g. Postcard, Email, or Banner Ad"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model.fields,help:marketing_crm_partner.field_res_partner__source_id
msgid ""
"This is the source of the link, e.g. Search Engine, another domain, or name "
"of email list"
msgstr ""

#~ msgid "Partner"
#~ msgstr "الشريك"
71 changes: 71 additions & 0 deletions marketing_crm_partner/i18n/bg.po
Original file line number Diff line number Diff line change
@@ -0,0 +1,71 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * marketing_crm_partner
#
# Translators:
# OCA Transbot <transbot@odoo-community.org>, 2017
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 10.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2017-12-04 15:47+0000\n"
"PO-Revision-Date: 2017-12-04 15:47+0000\n"
"Last-Translator: OCA Transbot <transbot@odoo-community.org>, 2017\n"
"Language-Team: Bulgarian (https://www.transifex.com/oca/teams/23907/bg/)\n"
"Language: bg\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=(n != 1);\n"

#. module: marketing_crm_partner
#: model:ir.model.fields,field_description:marketing_crm_partner.field_res_partner__campaign_id
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_res_partner_filter
msgid "Campaign"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model,name:marketing_crm_partner.model_res_partner
msgid "Contact"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model,name:marketing_crm_partner.model_crm_lead
msgid "Lead/Opportunity"
msgstr "Следа/Възможност"

#. module: marketing_crm_partner
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_partner_form
msgid "Marketing"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model.fields,field_description:marketing_crm_partner.field_res_partner__medium_id
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_res_partner_filter
msgid "Medium"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model.fields,field_description:marketing_crm_partner.field_res_partner__source_id
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_res_partner_filter
msgid "Source"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model.fields,help:marketing_crm_partner.field_res_partner__campaign_id
msgid ""
"This is a name that helps you keep track of your different campaign efforts, "
"e.g. Fall_Drive, Christmas_Special"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model.fields,help:marketing_crm_partner.field_res_partner__medium_id
msgid "This is the method of delivery, e.g. Postcard, Email, or Banner Ad"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model.fields,help:marketing_crm_partner.field_res_partner__source_id
msgid ""
"This is the source of the link, e.g. Search Engine, another domain, or name "
"of email list"
msgstr ""
Loading

0 comments on commit d5da429

Please sign in to comment.