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================== | ||
CRM Event Category | ||
================== | ||
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.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |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%2Fevent-lightgray.png?logo=github | ||
:target: https://github.com/OCA/event/tree/12.0/crm_event | ||
:alt: OCA/event | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/event-12-0/event-12-0-crm_event | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png | ||
:target: https://runbot.odoo-community.org/runbot/199/12.0 | ||
:alt: Try me on Runbot | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This module extends the functionality of CRM opportunities (and leads, if | ||
enabled) to support linking them to event categories and to allow you to keep | ||
track of leads interested in an upcoming event of some category. | ||
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This is useful if you organize your events based on the amount of people | ||
interested in a certain category of event. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Configuration | ||
============= | ||
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To make use of this module, a user needs these minimal permissions: | ||
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- Sales / User: Own Documents Only | ||
- Events / User | ||
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Usage | ||
===== | ||
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To link a lead or opportunity to an event category: | ||
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#. Go to *CRM > Pipeline* and pick one lead. | ||
#. Go to the lead form. | ||
#. Use the new field *Event category*. | ||
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To know if there are events planned of a certain category: | ||
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#. Go to *Events > Configuration > Event Categories* and pick one. | ||
#. Use the new *Events* smart button. | ||
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* It only counts those that are upcoming or running. | ||
* The number between parenthesis is the available seats sum of all those events. | ||
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To know if there is people interested in a certain category of event: | ||
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#. Go to *Events > Configuration > Event Categories* and pick one. | ||
#. Use the new *Opportunities* smart button. | ||
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* It only counts opportunities that aren't won or lost. | ||
* The number between parenthesis is the wanted seats sum of all those events. | ||
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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:%20crm_event%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
~~~~~~~ | ||
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* Tecnativa | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
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* Jairo Llopis <jairo.llopis@tecnativa.com> (https://www.tecnativa.com/) | ||
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Maintainers | ||
~~~~~~~~~~~ | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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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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.. |maintainer-Yajo| image:: https://github.com/Yajo.png?size=40px | ||
:target: https://github.com/Yajo | ||
:alt: Yajo | ||
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: | ||
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|maintainer-Yajo| | ||
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This module is part of the `OCA/event <https://github.com/OCA/event/tree/12.0/crm_event>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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from . import models | ||
from . import reports |
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# Copyright 2021 Tecnativa - Jairo Llopis | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
{ | ||
"name": "CRM Event Category", | ||
"summary": "Link opportunities to event categories", | ||
"version": "13.0.1.0.0", | ||
"development_status": "Beta", | ||
"category": "Event Management", | ||
"website": "https://github.com/OCA/event", | ||
"author": "Tecnativa, Odoo Community Association (OCA)", | ||
"maintainers": ["Yajo"], | ||
"license": "AGPL-3", | ||
"application": False, | ||
"installable": True, | ||
"depends": ["crm", "event"], | ||
"data": [ | ||
"reports/event_type_report_view.xml", | ||
"security/ir.model.access.csv", | ||
"views/crm_lead_view.xml", | ||
"views/event_type_view.xml", | ||
], | ||
} |
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# Translation of Odoo Server. | ||
# This file contains the translation of the following modules: | ||
# * crm_event | ||
# | ||
msgid "" | ||
msgstr "" | ||
"Project-Id-Version: Odoo Server 12.0\n" | ||
"Report-Msgid-Bugs-To: \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" | ||
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#. module: crm_event | ||
#: model:ir.model.fields,field_description:crm_event.field_event_type_report__events_available_count | ||
msgid "Available events count" | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model:ir.model.fields,field_description:crm_event.field_event_type_report__seats_limited_available | ||
msgid "Available seats in limited events" | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model:ir.ui.menu,name:crm_event.menu_event_type_report | ||
msgid "Categories" | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model:ir.model.fields,field_description:crm_event.field_event_type_report__name | ||
msgid "Category name" | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model:ir.model.fields,field_description:crm_event.field_event_type_report__display_name | ||
msgid "Display Name" | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model_terms:ir.ui.view,arch_db:crm_event.crm_opportunity_report_view_search | ||
msgid "Event" | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model:ir.model,name:crm_event.model_event_type | ||
msgid "Event Category" | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model:ir.model,name:crm_event.model_event_type_report | ||
msgid "Event categories analysis report" | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model:ir.model.fields,field_description:crm_event.field_crm_lead__event_type_id | ||
msgid "Event category" | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model:ir.actions.act_window,name:crm_event.action_event_type_report | ||
#: model_terms:ir.ui.view,arch_db:crm_event.view_event_type_report_graph | ||
#: model_terms:ir.ui.view,arch_db:crm_event.view_event_type_report_pivot | ||
#: model_terms:ir.ui.view,arch_db:crm_event.view_event_type_report_search | ||
msgid "Event category analysis" | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model_terms:ir.ui.view,arch_db:crm_event.view_event_type_report_search | ||
msgid "Event seats availability" | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model_terms:ir.ui.view,arch_db:crm_event.crm_opportunity_report_view_search | ||
#: model_terms:ir.ui.view,arch_db:crm_event.view_crm_case_leads_filter | ||
#: model_terms:ir.ui.view,arch_db:crm_event.view_crm_case_opportunities_filter | ||
msgid "Event type" | ||
msgstr "" | ||
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#. module: crm_event | ||
#: code:addons/crm_event/models/event_type.py:120 | ||
#, python-format | ||
msgid "Events" | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model_terms:ir.ui.view,arch_db:crm_event.view_event_type_form | ||
msgid "Events (seats)" | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model:ir.model.fields,field_description:crm_event.field_event_type__seats_available_total | ||
msgid "Events available (and seats)" | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model_terms:ir.ui.view,arch_db:crm_event.view_event_type_report_search | ||
msgid "Extended Filters" | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model_terms:ir.ui.view,arch_db:crm_event.view_event_type_report_search | ||
msgid "Group By" | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model:ir.model.fields,field_description:crm_event.field_event_type_report__id | ||
msgid "ID" | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model:ir.model.fields,help:crm_event.field_crm_lead__seats_wanted | ||
msgid "If this lead/opportunity is related to a specific event category, indicate how many seats would you sell if won." | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model:ir.model.fields,help:crm_event.field_crm_lead__event_type_id | ||
msgid "If this lead/opportunity is related to a specific event category, indicate it here." | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model:ir.model.fields,field_description:crm_event.field_event_type_report____last_update | ||
msgid "Last Modified on" | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model:ir.model,name:crm_event.model_crm_lead | ||
msgid "Lead/Opportunity" | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model:ir.model.fields,field_description:crm_event.field_event_type__crm_lead_ids | ||
msgid "Leads/Opportunities" | ||
msgstr "" | ||
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#. module: crm_event | ||
#: selection:event.type.report,event_seats_availability:0 | ||
msgid "Limited" | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model_terms:ir.ui.view,arch_db:crm_event.view_event_type_report_search | ||
msgid "Limited events" | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model:ir.model.fields,field_description:crm_event.field_event_type__open_opportunities_count | ||
#: model:ir.model.fields,field_description:crm_event.field_event_type_report__open_opportunities_count | ||
msgid "Open Opportunities Count" | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model:ir.model.fields,help:crm_event.field_event_type__seats_wanted_total | ||
msgid "Open opportunities for events of this category (and wanted seats)." | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model:ir.model.fields,help:crm_event.field_event_type__open_opportunities_count | ||
msgid "Open opportunities for events of this category." | ||
msgstr "" | ||
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#. module: crm_event | ||
#: code:addons/crm_event/models/event_type.py:135 | ||
#, python-format | ||
msgid "Opportunities" | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model:ir.model.fields,field_description:crm_event.field_event_type__seats_wanted_total | ||
msgid "Opportunities (seats)" | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model_terms:ir.actions.act_window,help:crm_event.action_event_type_report | ||
msgid "Report to analyze interest and status of event categories, taking into account upcoming or running events and potential sale information." | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model:ir.model.fields,field_description:crm_event.field_crm_lead__seats_wanted | ||
msgid "Seats Wanted" | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model:ir.model.fields,field_description:crm_event.field_event_type_report__event_seats_availability | ||
msgid "Seats availability" | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model:ir.model.fields,help:crm_event.field_event_type__seats_wanted_sum | ||
msgid "Sum of wanted seats in opportunities for events of this category." | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model_terms:ir.ui.view,arch_db:crm_event.crm_case_tree_view_oppor | ||
msgid "Total seats wanted" | ||
msgstr "" | ||
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#. module: crm_event | ||
#: selection:event.type.report,event_seats_availability:0 | ||
msgid "Unlimited" | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model_terms:ir.ui.view,arch_db:crm_event.view_event_type_report_search | ||
msgid "Unlimited events" | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model:ir.model.fields,help:crm_event.field_event_type__seats_available_total | ||
msgid "Upcoming/running events of this category (and available seats)." | ||
msgstr "" | ||
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#. module: crm_event | ||
#: model:ir.model.fields,field_description:crm_event.field_event_type__seats_wanted_sum | ||
#: model:ir.model.fields,field_description:crm_event.field_event_type_report__seats_wanted | ||
msgid "Wanted seats" | ||
msgstr "" | ||
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