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18.0 mig crm lead product #608

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7c9afe5
[12.0][ADD] Add new module crm_lead_product
AdriaGForgeFlow Nov 28, 2018
2eab21f
[UPD] README.rst
OCA-git-bot Jan 24, 2019
3dc6cd1
[UPD] Update crm_lead_product.pot
oca-travis Jan 24, 2019
45b3d6d
Added translation using Weblate (Spanish)
mvrodriguez Feb 4, 2019
bbfdbee
Translated using Weblate (Spanish)
mvrodriguez Feb 4, 2019
0602352
[UPD] README.rst
OCA-git-bot Jul 29, 2019
7a5f1d5
Added translation using Weblate (Catalan)
CarlesAntoli Dec 27, 2019
f6b23e2
Added translation using Weblate (Catalan)
CarlesAntoli Dec 27, 2019
2225df2
Translated using Weblate (Catalan)
CarlesAntoli Dec 27, 2019
bfdc0f1
[IMP] crm_lead_product: black, isort
JoanSForgeFlow Jan 8, 2020
9cf0c8e
[MIG] crm_lead_product: Migration to 13.0
JoanSForgeFlow Jan 9, 2020
3ee1bc1
[13.0][FIX] crm_lead_product:
JoanSForgeFlow Jan 9, 2020
9ec2671
[UPD] Update crm_lead_product.pot
oca-travis Feb 27, 2020
436f873
[UPD] README.rst
OCA-git-bot Feb 27, 2020
d458a3d
Update translation files
oca-transbot Mar 2, 2020
a1efe54
pre-commit update
OCA-git-bot Mar 14, 2020
10d0777
[FIX] Clean up license links
skeller1 May 13, 2020
6734f3c
[DCK] crm_claim: Add website key
victoralmau Sep 6, 2022
ab24a5b
crm_lead_product 13.0.1.0.1
OCA-git-bot Sep 6, 2022
95c78e9
Added translation using Weblate (Italian)
mymage Jun 14, 2023
fb71190
Translated using Weblate (Italian)
mymage Jun 20, 2023
bb00b80
Translated using Weblate (Italian)
mymage Jun 21, 2023
f591a1d
[UPD] README.rst
OCA-git-bot Sep 3, 2023
bcc44cf
Update translation files
weblate Oct 10, 2023
8b82879
[IMP]crm_lead_product: black, isort, prettier
GuillemCForgeFlow Mar 7, 2024
98ee35c
[MIG]crm_lead_product: Migration to 14.0
GuillemCForgeFlow Mar 7, 2024
bba8d36
[IMP] crm_lead_product: black, isort, prettier
JasminSForgeFlow Jun 6, 2024
68a0aad
[MIG] crm_lead_product: Migration to 17.0
JasminSForgeFlow Jun 6, 2024
2d618b9
[UPD] Update crm_lead_product.pot
Jun 8, 2024
ef2974b
[BOT] post-merge updates
OCA-git-bot Jun 8, 2024
9f33d92
[MIG] crm_lead_product: Migration to 18.0
fredericgrall Nov 20, 2024
a25eed1
[MIG] crm_lead_product: Migration to 18.0
fredericgrall Nov 21, 2024
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109 changes: 109 additions & 0 deletions crm_lead_product/README.rst
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================
CRM Lead Product
================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
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!! source digest: sha256:24d4c1f6fa68ecc15510e005185543af4dbe7b792fba9c8355579601dfce32a6
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.. |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-LGPL--3-blue.png
:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
:alt: License: LGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github
:target: https://github.com/OCA/crm/tree/18.0/crm_lead_product
:alt: OCA/crm
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/crm-18-0/crm-18-0-crm_lead_product
: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=18.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module allows the user to link multiple products, product
categories or product templates to a lead or an opportunity in order to
be able to do a product demand forecasting taking into account the leads
and opportunities defined in Odoo.

Included in the product line there are two computed fields, the expected
revenue and prorated revenue. On one hand, the expected revenue is
computed as the selling price times the quantity. On the other hand, the
prorated revenue takes into account the probability of the opportunity
and is computed as the planned revenue times the probability.

The module also includes a reporting section where the user can easily
see in a pivot and graph view the relationship between products, stage
of the lead/opportunity and the expected or prorated revenue for that
product.

**Table of contents**

.. contents::
:local:

Configuration
=============

To configure this module to be available for the Leads the user needs to
activate the Leads option in CRM settings

Usage
=====

- Go to menu **CRM > Lead** and create or edit a Lead adding all the
products associated to it.
- Go to menu **CRM > My Pipeline** and create or edit an Opportunity
adding all the products associated to it.
- Go to menu **CRM > Reporting > Pipeline by Product** to run the
report that relates product to expected and prorated revenue per
stage

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_lead_product%0Aversion:%2018.0%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
-------

* ForgeFlow

Contributors
------------

- Adria Gil Sorribes <[email protected]>
- Guillem Casassas <[email protected]>
- Frederic Grall <[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/18.0/crm_lead_product>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
4 changes: 4 additions & 0 deletions crm_lead_product/__init__.py
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# Copyright (C) 2017-2024 ForgeFlow S.L. (https://www.forgeflow.com)
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html)
from . import models
from . import report
20 changes: 20 additions & 0 deletions crm_lead_product/__manifest__.py
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# Copyright (C) 2017-2024 ForgeFlow S.L. (https://www.forgeflow.com)
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl.html)
{
"name": "CRM Lead Product",
"version": "18.0.1.0.0",
"category": "Customer Relationship Management",
"license": "LGPL-3",
"summary": "Adds a lead line in the lead/opportunity model in odoo",
"author": "ForgeFlow, Odoo Community Association (OCA)",
"website": "https://github.com/OCA/crm",
"depends": ["crm", "product"],
"data": [
"security/ir.model.access.csv",
"views/crm_lead_views.xml",
"views/crm_lead_line_views.xml",
"report/crm_product_report_views.xml",
],
"installable": True,
"auto_install": False,
}
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