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.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg | ||
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
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============ | ||
VAT in leads | ||
============ | ||
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This module was written to extend the functionality of CRM leads to support | ||
setting the VAT. | ||
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Usage | ||
===== | ||
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To use this module, you need to: | ||
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* Go to *Sales > Leads*. | ||
* Open a lead. | ||
* You will see the new field. | ||
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.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas | ||
:alt: Try me on Runbot | ||
:target: https://runbot.odoo-community.org/runbot/111/8.0 | ||
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Known issues / Roadmap | ||
====================== | ||
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* ... | ||
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Bug Tracker | ||
=========== | ||
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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 smashing it by providing a detailed and welcomed | ||
feedback `here <https://github.com/OCA/ crm/issues/new?body=module:%20 | ||
crm_lead_vat%0Aversion:%20 | ||
8.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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Credits | ||
======= | ||
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Contributors | ||
------------ | ||
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* Rafael Blasco <rafaelbn@antiun.com> | ||
* Jairo Llopis <yajo.sk8@gmail.com> | ||
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Maintainer | ||
---------- | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
: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 | ||
mission is to support the collaborative development of Odoo features and | ||
promote its widespread use. | ||
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To contribute to this module, please visit http://odoo-community.org. |
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# -*- coding: utf-8 -*- | ||
# © 2015 Antiun Ingeniería, S.L. | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). | ||
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from . import models |
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# -*- coding: utf-8 -*- | ||
# © 2015 Antiun Ingeniería, S.L. | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). | ||
{ | ||
"name": "VAT in leads", | ||
"summary": "Add VAT field to leads", | ||
"version": "8.0.1.0.0", | ||
"category": "Customer Relationship Management", | ||
"website": "https://odoo-community.org/", | ||
"author": "Antiun Ingeniería, S.L., Odoo Community Association (OCA)", | ||
"license": "AGPL-3", | ||
"application": False, | ||
"installable": True, | ||
"depends": [ | ||
"crm", | ||
], | ||
"data": [ | ||
"views/crm_lead.xml", | ||
], | ||
} |
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# -*- coding: utf-8 -*- | ||
# © 2015 Antiun Ingeniería, S.L. | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). | ||
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from openerp import api, fields, models | ||
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class Lead(models.Model): | ||
_inherit = "crm.lead" | ||
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vat = fields.Char( | ||
"TIN", | ||
help="Tax Identification Number. The first 2 characters are the " | ||
"country code.") | ||
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@api.one | ||
def _map_values_to_partner(self, *args, **kwargs): | ||
"""Add VAT to mapped values.""" | ||
result = super(Lead, self)._map_values_to_partner(*args, **kwargs)[0] | ||
result["vat"] = self.vat | ||
return result | ||
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def on_change_partner_id(self, cr, uid, ids, partner_id, context=None): | ||
"""Recover VAT from partner if available.""" | ||
result = super(Lead, self).on_change_partner_id( | ||
cr, uid, ids, partner_id, context=context) | ||
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if result.get("value"): | ||
partner = self.pool.get("res.partner").browse( | ||
cr, uid, partner_id, context=context) | ||
if partner.vat: | ||
result["value"]["vat"] = partner.vat | ||
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return result |
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# -*- coding: utf-8 -*- | ||
# © 2015 Antiun Ingeniería, S.L. | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). | ||
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from . import test_lead |
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# -*- coding: utf-8 -*- | ||
# © 2015 Antiun Ingeniería, S.L. | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). | ||
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from openerp.tests.common import TransactionCase | ||
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class LeadCase(TransactionCase): | ||
def setUp(self): | ||
super(LeadCase, self).setUp() | ||
self.lead = self.env["crm.lead"].create({"name": __file__}) | ||
self.partner = self.env["res.partner"].create({"name": __file__}) | ||
self.test_vat = "ES98765432M" | ||
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def test_mapped_values(self): | ||
"""VAT gets mapped when creating partner.""" | ||
self.lead.vat = self.test_vat | ||
mapped = self.lead._map_values_to_partner(self.lead.name, False)[0] | ||
self.assertEqual(mapped["vat"], self.test_vat) | ||
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def test_onchange_partner_id(self): | ||
"""Lead gets VAT from partner when linked to it.""" | ||
self.partner.vat = self.test_vat | ||
self.lead.partner_id = self.partner | ||
result = self.lead.on_change_partner_id(self.partner.id) | ||
self.assertEqual(result["value"]["vat"], self.test_vat) |
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<?xml version="1.0" encoding="utf-8"?> | ||
<openerp> | ||
<data> | ||
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<record model="ir.ui.view" id="form_view"> | ||
<field name="name">Add VAT to lead</field> | ||
<field name="model">crm.lead</field> | ||
<field name="inherit_id" ref="crm.crm_case_form_view_leads"/> | ||
<field name="arch" type="xml"> | ||
<data> | ||
<xpath expr="//field[@name='partner_id']" position="after"> | ||
<field name="vat"/> | ||
</xpath> | ||
</data> | ||
</field> | ||
</record> | ||
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</data> | ||
</openerp> |