diff --git a/crm_partner_contact_role/README.rst b/crm_partner_contact_role/README.rst new file mode 100644 index 00000000000..612e525babf --- /dev/null +++ b/crm_partner_contact_role/README.rst @@ -0,0 +1,72 @@ +======================== +CRM Partner Contact Role +======================== + +.. + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + !! This file is generated by oca-gen-addon-readme !! + !! changes will be overwritten. !! + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + !! source digest: sha256:28f179eeed53e1d89d178cae8f58b527afd7b081841c8c3a64f95bec75023253 + !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! + +.. |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/16.0/crm_partner_contact_role + :alt: OCA/crm +.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png + :target: https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_partner_contact_role + :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=16.0 + :alt: Try me on Runboat + +|badge1| |badge2| |badge3| |badge4| |badge5| + +This module adds role_ids to the crm.lead model and propagates them to +the res.partner record when it is created from crm.lead. + +**Table of contents** + +.. contents:: + :local: + +Bug Tracker +=========== + +Bugs are tracked on `GitHub 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 `_. + +Do not contact contributors directly about support or help with technical issues. + +Credits +======= + +Authors +------- + +* Quartile + +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 `_ project on GitHub. + +You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. diff --git a/crm_partner_contact_role/__init__.py b/crm_partner_contact_role/__init__.py new file mode 100644 index 00000000000..0650744f6bc --- /dev/null +++ b/crm_partner_contact_role/__init__.py @@ -0,0 +1 @@ +from . import models diff --git a/crm_partner_contact_role/__manifest__.py b/crm_partner_contact_role/__manifest__.py new file mode 100644 index 00000000000..316dca60fe5 --- /dev/null +++ b/crm_partner_contact_role/__manifest__.py @@ -0,0 +1,13 @@ +# Copyright 2024 Quartile (https://www.quartile.co) +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). +{ + "name": "CRM Partner Contact Role", + "category": "CRM", + "license": "AGPL-3", + "author": "Quartile, Odoo Community Association (OCA)", + "website": "https://github.com/OCA/crm", + "version": "16.0.1.0.0", + "depends": ["crm", "partner_contact_role"], + "data": ["views/crm_lead_views.xml"], + "installable": True, +} diff --git a/crm_partner_contact_role/models/__init__.py b/crm_partner_contact_role/models/__init__.py new file mode 100644 index 00000000000..e66f0d6cf4e --- /dev/null +++ b/crm_partner_contact_role/models/__init__.py @@ -0,0 +1 @@ +from . import crm_lead diff --git a/crm_partner_contact_role/models/crm_lead.py b/crm_partner_contact_role/models/crm_lead.py new file mode 100644 index 00000000000..b39d5e5bf42 --- /dev/null +++ b/crm_partner_contact_role/models/crm_lead.py @@ -0,0 +1,27 @@ +# Copyright 2024 Quartile (https://www.quartile.co) +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). + +from odoo import api, fields, models + + +class CrmLead(models.Model): + _inherit = "crm.lead" + + role_ids = fields.Many2many( + comodel_name="res.partner.role", + compute="_compute_role_ids", + readonly=False, + store=True, + string="Roles", + ) + + @api.depends("partner_id") + def _compute_role_ids(self): + for lead in self: + lead.role_ids = lead.partner_id.role_ids + + def _prepare_customer_values(self, partner_name, is_company=False, parent_id=False): + vals = super()._prepare_customer_values(partner_name, is_company, parent_id) + if self.role_ids: + vals["role_ids"] = self.role_ids + return vals diff --git a/crm_partner_contact_role/readme/DESCRIPTION.md b/crm_partner_contact_role/readme/DESCRIPTION.md new file mode 100644 index 00000000000..c69a4802098 --- /dev/null +++ b/crm_partner_contact_role/readme/DESCRIPTION.md @@ -0,0 +1,2 @@ +This module adds role_ids to the crm.lead model and propagates them to +the res.partner record when it is created from crm.lead. diff --git a/crm_partner_contact_role/static/description/index.html b/crm_partner_contact_role/static/description/index.html new file mode 100644 index 00000000000..e82d09e18a7 --- /dev/null +++ b/crm_partner_contact_role/static/description/index.html @@ -0,0 +1,414 @@ + + + + + +CRM Partner Contact Role + + + +
+

CRM Partner Contact Role

+ + +

Beta License: AGPL-3 OCA/crm Translate me on Weblate Try me on Runboat

+

This module adds role_ids to the crm.lead model and propagates them to +the res.partner record when it is created from crm.lead.

+

Table of contents

+ +
+

Bug Tracker

+

Bugs are tracked on GitHub 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.

+

Do not contact contributors directly about support or help with technical issues.

+
+
+

Credits

+
+

Authors

+
    +
  • Quartile
    • +
+
+
+

Maintainers

+

This module is maintained by the OCA.

+Odoo Community Association +

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 project on GitHub.

+

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

+
+
+
+ + diff --git a/crm_partner_contact_role/tests/__init__.py b/crm_partner_contact_role/tests/__init__.py new file mode 100644 index 00000000000..305115f515e --- /dev/null +++ b/crm_partner_contact_role/tests/__init__.py @@ -0,0 +1 @@ +from . import test_crm_partner_contact_role diff --git a/crm_partner_contact_role/tests/test_crm_partner_contact_role.py b/crm_partner_contact_role/tests/test_crm_partner_contact_role.py new file mode 100644 index 00000000000..1a00c3e91dc --- /dev/null +++ b/crm_partner_contact_role/tests/test_crm_partner_contact_role.py @@ -0,0 +1,44 @@ +# Copyright 2024 Quartile (https://www.quartile.co) +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). + +from odoo.tests.common import TransactionCase + + +class TestCrmPartnerContactRole(TransactionCase): + @classmethod + def setUpClass(cls): + super().setUpClass() + # Create role records + cls.role_1 = cls.env["res.partner.role"].create({"name": "Role 1"}) + cls.role_2 = cls.env["res.partner.role"].create({"name": "Role 2"}) + + def test_create_lead_with_roles(self): + # Create a lead without partner_id + lead = self.env["crm.lead"].create( + { + "name": "Test Lead", + "contact_name": "Test Contact", + "role_ids": [(6, 0, [self.role_1.id, self.role_2.id])], + } + ) + # Call _create_customer to create the partner from the lead + partner = lead._create_customer() + self.assertTrue(bool(partner), "Partner was not created") + self.assertEqual( + partner.role_ids.ids, + lead.role_ids.ids, + "Roles do not match between lead and partner", + ) + + # Create a lead with partner_id + lead = self.env["crm.lead"].create( + { + "name": "Test Lead", + "partner_id": partner.id, + } + ) + self.assertEqual( + lead.role_ids.ids, + partner.role_ids.ids, + "Roles do not match between lead and partner", + ) diff --git a/crm_partner_contact_role/views/crm_lead_views.xml b/crm_partner_contact_role/views/crm_lead_views.xml new file mode 100644 index 00000000000..420b14d82a9 --- /dev/null +++ b/crm_partner_contact_role/views/crm_lead_views.xml @@ -0,0 +1,16 @@ + + + + crm.lead.form.inherit + crm.lead + + + + + + + + diff --git a/setup/crm_partner_contact_role/odoo/addons/crm_partner_contact_role b/setup/crm_partner_contact_role/odoo/addons/crm_partner_contact_role new file mode 120000 index 00000000000..145d03aeee8 --- /dev/null +++ b/setup/crm_partner_contact_role/odoo/addons/crm_partner_contact_role @@ -0,0 +1 @@ +../../../../crm_partner_contact_role \ No newline at end of file diff --git a/setup/crm_partner_contact_role/setup.py b/setup/crm_partner_contact_role/setup.py new file mode 100644 index 00000000000..28c57bb6403 --- /dev/null +++ b/setup/crm_partner_contact_role/setup.py @@ -0,0 +1,6 @@ +import setuptools + +setuptools.setup( + setup_requires=['setuptools-odoo'], + odoo_addon=True, +)