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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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==================================== | ||
Register a lead directly in an event | ||
==================================== | ||
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This module allows to register a lead directly in an event when converting | ||
this lead into a partner, so that you can save several steps. | ||
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Usage | ||
===== | ||
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Go to any lead in *Sales > Sales > Leads*, and click on the button "Convert | ||
to Opportunity". | ||
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In the resulting screen, if the conversion action is "Convert to opportunity" | ||
and you have selected a related partner (a new or an existing one), you will | ||
have a section called "Event registration". | ||
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In that section, you can select an event, and when you click on | ||
"Create opportunity", the partner will be registered automatically in the | ||
event. | ||
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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/199/8.0 | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues | ||
<https://github.com/OCA/event/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 | ||
<https://github.com/OCA/ | ||
event/issues/new?body=module:%20 | ||
crm_lead_to_event_registration%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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* Pedro M. Baeza <pedro.baeza@serviciosbaeza.com> | ||
* Rafael Blasco <rafabn@antiun.com> | ||
* Jairo Llopis <yajo.sk8@gmail.com> | ||
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Maintainer | ||
---------- | ||
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.. image:: http://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: http://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 -*- | ||
# © 2016 Antiun Ingeniería S.L. | ||
# © 2016 Pedro M. Baeza <pedro.baeza@serviciosbaeza.com> | ||
# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html | ||
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from . import models, wizard |
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# -*- coding: utf-8 -*- | ||
# © 2016 Antiun Ingeniería S.L. | ||
# © 2016 Pedro M. Baeza <pedro.baeza@serviciosbaeza.com> | ||
# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html | ||
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{ | ||
"name": "Register a lead directly in an event", | ||
"version": "8.0.1.1.0", | ||
"license": "AGPL-3", | ||
"author": "Antiun Ingeniería S.L., " | ||
"Serv. Tecnol. Avanzados - Pedro M. Baeza, " | ||
"Odoo Community Association (OCA)", | ||
"website": "https://www.antiun.com", | ||
"category": "Event Management", | ||
"images": [ | ||
"images/converting.png", | ||
"images/not_linked.png", | ||
"images/linked.png", | ||
"images/linking.png", | ||
], | ||
"depends": [ | ||
'crm', | ||
'event', | ||
'marketing_crm', | ||
], | ||
"data": [ | ||
'wizard/crm_lead_event_pick_view.xml', | ||
'wizard/crm_lead_to_opportunity_view.xml', | ||
'views/crm_lead_view.xml', | ||
], | ||
"installable": True, | ||
} |
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# Translation of Odoo Server. | ||
# This file contains the translation of the following modules: | ||
# * crm_lead_to_event_registration | ||
# | ||
msgid "" | ||
msgstr "" | ||
"Project-Id-Version: Odoo Server 8.0\n" | ||
"Report-Msgid-Bugs-To: \n" | ||
"POT-Creation-Date: 2016-02-19 16:38+0100\n" | ||
"PO-Revision-Date: 2016-02-19 16:38+0100\n" | ||
"Last-Translator: \n" | ||
"Language-Team: \n" | ||
"Language: es\n" | ||
"MIME-Version: 1.0\n" | ||
"Content-Type: text/plain; charset=UTF-8\n" | ||
"Content-Transfer-Encoding: 8bit\n" | ||
"Plural-Forms: nplurals=2; plural=(n != 1);\n" | ||
"X-Generator: Poedit 1.8.6\n" | ||
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#. module: crm_lead_to_event_registration | ||
#: view:crm.lead.event.pick:crm_lead_to_event_registration.event_pick_view | ||
msgid "Accept" | ||
msgstr "Aceptar" | ||
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#. module: crm_lead_to_event_registration | ||
#: view:crm.lead.event.pick:crm_lead_to_event_registration.event_pick_view | ||
msgid "Cancel" | ||
msgstr "Cancelar" | ||
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#. module: crm_lead_to_event_registration | ||
#: field:crm.lead2opportunity.partner,event_id:0 | ||
msgid "Create registration in this event" | ||
msgstr "Crear registro en este evento" | ||
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#. module: crm_lead_to_event_registration | ||
#: field:crm.lead.event.pick,create_uid:0 | ||
msgid "Created by" | ||
msgstr "Creado por" | ||
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#. module: crm_lead_to_event_registration | ||
#: field:crm.lead.event.pick,create_date:0 | ||
msgid "Created on" | ||
msgstr "Creado el" | ||
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#. module: crm_lead_to_event_registration | ||
#: field:crm.lead.event.pick,event_id:0 | ||
msgid "Event" | ||
msgstr "Evento" | ||
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#. module: crm_lead_to_event_registration | ||
#: field:crm.lead,event_registration_id:0 | ||
#: view:crm.lead2opportunity.partner:crm_lead_to_event_registration.view_crm_lead2opportunity_partner | ||
msgid "Event registration" | ||
msgstr "Registro del evento" | ||
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#. module: crm_lead_to_event_registration | ||
#: help:crm.lead.event.pick,event_id:0 | ||
msgid "Event where the registration will be created." | ||
msgstr "Evento en que se creará el registro." | ||
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#. module: crm_lead_to_event_registration | ||
#: view:crm.lead:crm_lead_to_event_registration.view_crm_lead_form | ||
#: view:crm.lead:crm_lead_to_event_registration.view_crm_opportunity_form | ||
msgid "Generate registration" | ||
msgstr "Generar registro" | ||
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#. module: crm_lead_to_event_registration | ||
#: field:crm.lead.event.pick,id:0 | ||
msgid "ID" | ||
msgstr "ID" | ||
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#. module: crm_lead_to_event_registration | ||
#: field:crm.lead.event.pick,write_uid:0 | ||
msgid "Last Updated by" | ||
msgstr "Última actualización por" | ||
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#. module: crm_lead_to_event_registration | ||
#: field:crm.lead.event.pick,write_date:0 | ||
msgid "Last Updated on" | ||
msgstr "Última actualización en" | ||
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#. module: crm_lead_to_event_registration | ||
#: model:ir.model,name:crm_lead_to_event_registration.model_crm_lead2opportunity_partner | ||
msgid "Lead To Opportunity Partner" | ||
msgstr "Iniciativa/Oportunidad a Empresa" | ||
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#. module: crm_lead_to_event_registration | ||
#: field:crm.lead.event.pick,lead_id:0 | ||
#: model:ir.model,name:crm_lead_to_event_registration.model_crm_lead | ||
msgid "Lead/Opportunity" | ||
msgstr "Iniciativa/Oportunidad" | ||
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#. module: crm_lead_to_event_registration | ||
#: help:crm.lead.event.pick,lead_id:0 | ||
msgid "Lead/Opportunity from where to get contact information." | ||
msgstr "Iniciativa/Oportunidad de la que extraer la información del contacto." | ||
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#. module: crm_lead_to_event_registration | ||
#: model:ir.actions.act_window,name:crm_lead_to_event_registration.event_pick_action | ||
msgid "Pick an event" | ||
msgstr "Escoger un evento" | ||
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#. module: crm_lead_to_event_registration | ||
#: help:crm.lead,event_registration_id:0 | ||
msgid "Registration generated by this lead/opportunity." | ||
msgstr "Registro generado por esta iniciativa/oportunidad" | ||
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#. module: crm_lead_to_event_registration | ||
#: view:crm.lead.event.pick:crm_lead_to_event_registration.event_pick_view | ||
msgid "Select event to register" | ||
msgstr "Seleccione un evento en el que registrar" | ||
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#. module: crm_lead_to_event_registration | ||
#: code:addons/crm_lead_to_event_registration/models/crm_lead.py:27 | ||
#, python-format | ||
msgid "You must set a name before generating a registration." | ||
msgstr "Debe establecer un nombre antes de generar el registro" | ||
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#. module: crm_lead_to_event_registration | ||
#: view:crm.lead.event.pick:crm_lead_to_event_registration.event_pick_view | ||
msgid "or" | ||
msgstr "o" | ||
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#~ msgid "You must a name before generating a registration." | ||
#~ msgstr "Debe establecer un nombre antes de generar el registro" |
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# -*- coding: utf-8 -*- | ||
# © 2016 Antiun Ingeniería S.L. - Jairo Llopis | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). | ||
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from . import crm_lead |
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# -*- coding: utf-8 -*- | ||
# © 2016 Antiun Ingeniería S.L. - Jairo Llopis | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). | ||
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from openerp import _, api, exceptions, fields, models | ||
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class CrmLead(models.Model): | ||
_inherit = "crm.lead" | ||
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event_registration_id = fields.Many2one( | ||
"event.registration", | ||
"Event registration", | ||
readonly=True, | ||
help="Registration generated by this lead/opportunity.") | ||
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@api.multi | ||
def action_generate_event_registration(self, event): | ||
"""Generate an event registration.""" | ||
er = self.env["event.registration"] | ||
for s in self: | ||
name = (s.contact_name or | ||
s.partner_name or | ||
s.partner_id.display_name) | ||
if not name: | ||
raise exceptions.ValidationError( | ||
_("You must set a name before generating a registration.")) | ||
s.event_registration_id = er.create({ | ||
"event_id": event.id, | ||
"partner_id": s.partner_id.id, | ||
"nb_register": 1, | ||
"name": name, | ||
"email": s.email_from, | ||
"phone": s.phone, | ||
}) | ||
# Load data from partner if available | ||
s.event_registration_id._onchange_partner() | ||
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@api.multi | ||
def action_check_status_confirm_registration(self): | ||
"""If the opportunity is won/lost, open/cancel registration.""" | ||
won = self._track["stage_id"]["crm.mt_lead_won"] | ||
lost = self._track["stage_id"]["crm.mt_lead_lost"] | ||
for s in self: | ||
if won(s, s.env.cr, s.env.uid, s, s.env.context): | ||
s.event_registration_id.registration_open() | ||
elif lost(s, s.env.cr, s.env.uid, s, s.env.context): | ||
s.event_registration_id.button_reg_cancel() | ||
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@api.model | ||
def create(self, vals): | ||
result = super(CrmLead, self).create(vals) | ||
result.action_check_status_confirm_registration() | ||
return result | ||
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@api.multi | ||
def write(self, vals): | ||
result = super(CrmLead, self).write(vals) | ||
self.action_check_status_confirm_registration() | ||
return result |
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# -*- coding: utf-8 -*- | ||
# © 2016 Antiun Ingeniería S.L. | ||
# © 2016 Pedro M. Baeza <pedro.baeza@serviciosbaeza.com> | ||
# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html | ||
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from . import test_crm_lead_to_event_registration |
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49
crm_lead_to_event_registration/tests/test_crm_lead_to_event_registration.py
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# -*- coding: utf-8 -*- | ||
# © 2016 Antiun Ingeniería S.L. | ||
# © 2016 Pedro M. Baeza <pedro.baeza@serviciosbaeza.com> | ||
# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html | ||
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from openerp import fields | ||
from openerp.tests import common | ||
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class TestCrmLeadToEventRegistration(common.TransactionCase): | ||
def setUp(self): | ||
super(TestCrmLeadToEventRegistration, self).setUp() | ||
self.lead = self.env['crm.lead'].create({ | ||
'name': 'Test lead', | ||
'partner_name': 'Test', | ||
}) | ||
self.event = self.env['event.event'].create( | ||
{'name': 'Test event', | ||
'date_begin': fields.Date.today(), | ||
'date_end': fields.Date.today()}) | ||
self.partner = self.env['res.partner'].create({'name': 'Test partner'}) | ||
self.registration = self.env['event.registration'].create( | ||
{'event_id': self.event.id, | ||
'partner_id': self.partner.id}) | ||
self.wiz_obj = self.env['crm.lead2opportunity.partner'].with_context( | ||
active_ids=[self.lead.id], active_id=self.lead.id, | ||
active_model='crm.lead') | ||
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def test_convert_lead_wo_partner(self): | ||
wizard = self.wiz_obj.create({ | ||
'event_id': self.event.id, | ||
'name': 'convert', | ||
'action': 'create', | ||
}) | ||
wizard.action_apply() | ||
self.assertTrue(self.event.registration_ids) | ||
self.assertTrue(self.event.registration_ids[0].partner_id) | ||
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def test_convert_lead_with_partner(self): | ||
wizard = self.wiz_obj.create({ | ||
'event_id': self.event.id, | ||
'name': 'convert', | ||
'action': 'exist', | ||
'partner_id': self.partner.id, | ||
}) | ||
wizard.action_apply() | ||
self.assertTrue(self.event.registration_ids) | ||
self.assertEqual( | ||
self.event.registration_ids[0].partner_id, self.partner) |
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