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Addon crm_department

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Antonio Espinosa
Antonio Espinosa committed Feb 21, 2015
1 parent e340fb7 commit 21868f55d00b737f5e6f5dff1589cea3e472ea31
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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>
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# -*- encoding: utf-8 -*-
##############################################################################
# For copyright and license notices, see __openerp__.py file in root directory
##############################################################################

from . import models
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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,
}
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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 ""

@@ -0,0 +1,84 @@
# 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"

@@ -0,0 +1,8 @@
# -*- 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
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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)
@@ -0,0 +1,23 @@
# -*- 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
@@ -0,0 +1,11 @@
# -*- 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')
Binary file not shown.
@@ -0,0 +1,30 @@
<?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>

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