[9.0][MIG] crm_lead_to_event_registration module #68
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* [ADD] crm_lead_to_event_registration ==================================== Register a lead directly in an event ==================================== 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. Usage ===== Go to any lead in *Sales > Sales > Leads*, and click on the button "Convert to Opportunity". 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". In that section, you can select an event, and when you click on "Create opportunity", the partner will be registered automatically in the event. * [IMP] crm_lead_to_event_registration: Track state changes * [IMP] crm_lead_to_event_registration: Adapt to latest company changes
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pedrobaeza
requested changes
Jan 10, 2017
| class WizardModel(models.TransientModel): | ||
| _name = "crm.lead.event.pick" | ||
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| lead_id = fields.Many2one( |
| name = (s.contact_name or | ||
| s.partner_name or | ||
| s.partner_id.name) | ||
| if not name: |
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Put here # pragma: no cover and this is not critical to test
| def action_check_status_confirm_registration(self): | ||
| """If the opportunity is won/lost, open/cancel registration.""" | ||
| for s in self: | ||
| if self._track_subtype(['stage_id']) == "crm.mt_lead_won": |
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Test this and change it if XML-IDs have changed.
pedrobaeza
reviewed
Jan 10, 2017
| def action_apply(self): | ||
| res = super(CrmLead2OpportunityPartner, self).action_apply() | ||
| self.ensure_one() | ||
| if not self.event_id: |
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Put event_id as required and you can remove this.
cubells
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pedrobaeza
approved these changes
Jan 31, 2017
luismontalba
approved these changes
Mar 24, 2017
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cc @Tecnativa