Merge PR #585 into 17.0

Signed-off-by gurneyalex

crm_salesperson_planner/README.rst

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+=======================
+Crm Salesperson Planner
+=======================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:ecb19fb91da66e924c1c305af2c747e5d4eb4610309318733cb67f73d68666ed
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |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%2Fcrm-lightgray.png?logo=github
+    :target: https://github.com/OCA/crm/tree/17.0/crm_salesperson_planner
+    :alt: OCA/crm
+.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
+    :target: https://translation.odoo-community.org/projects/crm-17-0/crm-17-0-crm_salesperson_planner
+    :alt: Translate me on Weblate
+.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
+    :target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=17.0
+    :alt: Try me on Runboat
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+This application allows you to track and schedule salespeople visits to
+your customers, allowing you to determine which opportunities are going
+to be dealt on each visit. Visits create an all day event in calendar,
+and they can be easily rescheduled. Visits can be automatically created
+from a template, in which it is possible to select the frequency of
+visits, as well as the start and end dates. The last visit can also be
+calculated by selecting the total number of repetitions. This module
+creates a cron that generates visits from templates, but an option to
+create them manually is available from the template form view when the
+template is validated.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+To configure this module, you need to:
+
+-  Go to new menu **CRM > Configuration > Salesperson Planner > Close
+   Reasons** and create a close reason for 'Cancel' and 'Incident'
+   types.
+
+Usage
+=====
+
+Go to new menu **CRM > Salesperson Planner > My Visits or All Visits**
+and create a new visit. or Go to **CRM > Salesperson Planner > Visit
+Templates** and create a new recurring template for create periodical
+visits. In this case, it is necessary to select a start date. The date
+of the last repetition can be calculated by selection the total number
+of repetitions or an end date. There are two options available to
+reschedule visits that is already validated: \* Change the date from the
+visit. \* Change the date straight from the event automatically created
+in the calendar.
+
+Bug Tracker
+===========
+
+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 to smash it by providing a detailed and welcomed
+`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_salesperson_planner%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+-------
+
+* Sygel Technology
+
+Contributors
+------------
+
+-  `Sygel <https://www.sygel.es>`__:
+
+   -  Valentin Vinagre
+   -  Manuel Regidor
+
+-  `Pesol <https://www.pesol.es>`__:
+
+   -  Gerardo Marin Parra <[email protected]>
+
+-  `Tecnativa <https://www.tecnativa.com>`__:
+
+   -  Víctor Martínez
+
+-  `APSL-Nagarro <https://apsl.tech>`__:
+
+   -  Bernat Obrador <[email protected]>
+
+Maintainers
+-----------
+
+This module is maintained by the OCA.
+
+.. image:: https://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: https://odoo-community.org
+
+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.
+
+This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/17.0/crm_salesperson_planner>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

crm_salesperson_planner/__init__.py

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+# Copyright 2021 Sygel - Valentin Vinagre
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
+
+from . import models
+from . import wizards

crm_salesperson_planner/__manifest__.py

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+# Copyright 2021 Sygel - Valentin Vinagre
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
+{
+    "name": "Crm Salesperson Planner",
+    "version": "17.0.1.0.0",
+    "development_status": "Beta",
+    "category": "Customer Relationship Management",
+    "author": "Sygel Technology," "Odoo Community Association (OCA)",
+    "website": "https://github.com/OCA/crm",
+    "license": "AGPL-3",
+    "depends": ["crm", "calendar"],
+    "data": [
+        "data/crm_salesperson_planner_sequence.xml",
+        "wizards/crm_salesperson_planner_visit_close_wiz_view.xml",
+        "wizards/crm_salesperson_planner_visit_template_create.xml",
+        "views/crm_salesperson_planner_visit_views.xml",
+        "views/crm_salesperson_planner_visit_close_reason_views.xml",
+        "views/crm_salesperson_planner_visit_template_views.xml",
+        "views/crm_salesperson_planner_menu.xml",
+        "views/res_partner.xml",
+        "views/crm_lead.xml",
+        "data/ir_cron_data.xml",
+        "security/crm_salesperson_planner_security.xml",
+        "security/ir.model.access.csv",
+    ],
+    "installable": True,
+}

crm_salesperson_planner/data/crm_salesperson_planner_sequence.xml

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+<?xml version="1.0" encoding="UTF-8" ?>
+<!-- Copyright 2021 Sygel - Valentin Vinagre
+     License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
+<odoo noupdate="1">
+    <record id="sequence_salesperson_planner_visit" model="ir.sequence">
+        <field name="name">Salesperson Planner visit Code</field>
+        <field name="code">salesperson.planner.visit</field>
+        <field eval="6" name="padding" />
+        <field name="prefix">SPPV/</field>
+    </record>
+    <record id="sequence_salesperson_planner_visit_template" model="ir.sequence">
+        <field name="name">Salesperson Planner visit Template Code</field>
+        <field name="code">salesperson.planner.visit.template</field>
+        <field eval="6" name="padding" />
+        <field name="prefix">SPPVT/</field>
+    </record>
+</odoo>

crm_salesperson_planner/data/ir_cron_data.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2021 Sygel - Valentin Vinagre
+     License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). -->
+<odoo noupdate="1">
+    <record id="ir_cron_create_visits" model="ir.cron">
+        <field name="name">CRM: Create salesperson visits</field>
+        <field name="interval_number">1</field>
+        <field name="interval_type">days</field>
+        <field name="numbercall">-1</field>
+        <field name="doall" eval="False" />
+        <field name="model_id" ref="model_crm_salesperson_planner_visit_template" />
+        <field name="code">model._cron_create_visits(days=7)</field>
+        <field name="state">code</field>
+    </record>
+</odoo>