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[18.0][MIG] marketing_crm_partner: Migration to 18.0 #616

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c99ecac
Tracking fields in partners.
yajo Feb 25, 2016
4ed2aff
marketing_crm_partner migration
cubells Nov 14, 2016
0202f74
marketing_crm_partner: Migration to 10.0
chienandalu Sep 21, 2017
0327373
marketing_crm_partner: Migration to 11.0
cristinamartinrod Oct 18, 2018
32591bd
marketing_crm_partner: Make it work on v11
pedrobaeza Oct 30, 2018
b351e32
Translated using Weblate (German)
marylla Dec 14, 2018
e71553a
Translated using Weblate (Galician)
mvrodriguez Feb 8, 2019
3f484d9
marketing_crm_partner: Migration to 12.0
MiquelRForgeFlow Jun 6, 2019
461d4b3
Translated using Weblate (Portuguese (Brazil))
Sep 2, 2019
7a74cf4
marketing_crm_partner: Fix tests due to change upstream
pedrobaeza Nov 13, 2019
b2e2081
Translated using Weblate (Croatian)
badbole Dec 9, 2019
145cd26
Translated using Weblate (Catalan)
CarlesAntoli Dec 27, 2019
75e4075
Translated using Weblate (Spanish)
CarlesAntoli Dec 27, 2019
5a60ca7
Translated using Weblate (Italian)
primes2h Jan 8, 2020
311bfd5
Translated using Weblate (Slovenian)
sysadminmatmoz Mar 21, 2020
238109d
[IMP] marketing_crm_partner: black, isort, prettier
skeller1 May 12, 2020
5e491e0
[MIG] marketing_crm_partner: Migration to 13.0
skeller1 May 12, 2020
c56aa61
Translated using Weblate (Spanish (Argentina))
ibuioli Jul 9, 2021
5ceb414
[IMP] marketing_crm_partner: black, isort, prettier
marcelsavegnago Dec 8, 2021
e4e441b
[MIG] marketing_crm_partner: Migration to 14.0
marcelsavegnago Dec 8, 2021
e4da3ba
Translated using Weblate (Italian)
mymage Jun 12, 2023
8276031
[MIG] marketing_crm_partner: Migration to 15.0
stefan-tecnativa Jul 3, 2023
df109f3
Translated using Weblate (Spanish)
Ivorra78 Oct 10, 2023
1ddf205
Translated using Weblate (Italian)
mymage Oct 11, 2023
7f3f35c
[MIG] marketing_crm_partner: Migration to 16.0
yibudak Jan 26, 2024
3f4a2d5
Translated using Weblate (Portuguese (Brazil))
Jun 4, 2024
25766d6
Translated using Weblate (Swedish)
jakobkrabbe Jun 19, 2024
f5e3c53
Translated using Weblate (Spanish (Argentina))
ibuioli Jul 23, 2024
9390bd5
[IMP] marketing_crm_partner: black, isort, prettier
Nov 5, 2024
ca0215f
[MIG] marketing_crm_partner: Migration to 17.0
Nov 5, 2024
278c8bc
[UPD] Update marketing_crm_partner.pot
Nov 20, 2024
3888d5d
[BOT] post-merge updates
OCA-git-bot Nov 20, 2024
ae17621
Update translation files
weblate Nov 20, 2024
4d36749
[MIG] marketing_crm_partner: Migration to 18.0
HeliconiaSolutions Nov 29, 2024
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113 changes: 113 additions & 0 deletions marketing_crm_partner/README.rst
Original file line number Diff line number Diff line change
@@ -0,0 +1,113 @@
===========================
Tracking Fields in Partners
===========================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:d66d964ab6c40b97aa727924bac57e6c367ceb4f5564657dd09d0fb0c442cf27
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |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/18.0/marketing_crm_partner
: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-marketing_crm_partner
: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 extends the functionality of the CRM to support having the
tracking fields available in the partner and copy them there
automatically when the partner is created from a lead/opportunity.

**Table of contents**

.. contents::
:local:

Usage
=====

To use this module, here are the steps:

1. If you don't have the "Leads" tab at the top menu in the crm app, go
to **Settings > CRM** and check the box **Leads**. |crm settings|
2. Go to **CRM > Leads > Create**.
3. Fill the required fields.
4. Go to **Extra Info > Marketing** and fill those fields: |lead view|
5. **Save**.
6. Click **Convert to Opportunity**.
7. Choose the option **Customer > Create a new customer**.
8. Click **Create Opportunity**. |choose customer|
9. Click on the name of the newly linked partner. |new linked partner|
10. Go to tab **Sales & Purchases**.
11. There you have the new fulfilled fields in the marketing section.
|partner marketing|

.. |crm settings| image:: https://raw.githubusercontent.com/OCA/crm/18.0/marketing_crm_partner/static/description/crm_settings.png
.. |lead view| image:: https://raw.githubusercontent.com/OCA/crm/18.0/marketing_crm_partner/static/description/lead_marketing.png
.. |choose customer| image:: https://raw.githubusercontent.com/OCA/crm/18.0/marketing_crm_partner/static/description/convert_to_opportunity.png
.. |new linked partner| image:: https://raw.githubusercontent.com/OCA/crm/18.0/marketing_crm_partner/static/description/new_linked_partner.png
.. |partner marketing| image:: https://raw.githubusercontent.com/OCA/crm/18.0/marketing_crm_partner/static/description/marketing_fields.png

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:%20marketing_crm_partner%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
-------

* Tecnativa

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

- `Tecnativa <https://www.tecnativa.com>`__:

- Rafael Blasco <[email protected]>
- Jairo Llopis <[email protected]>
- Vicent Cubells <[email protected]>
- David Vidal <[email protected]>
- Cristina Martin R. <[email protected]>
- Marcel Savegnago <[email protected]>
- Ahmet Yiğit Budak <[email protected]>

- Heliconia Solutions Pvt. Ltd. <https://www.heliconia.io>

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/marketing_crm_partner>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
3 changes: 3 additions & 0 deletions marketing_crm_partner/__init__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,3 @@
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).

from . import models
18 changes: 18 additions & 0 deletions marketing_crm_partner/__manifest__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,18 @@
# Copyright 2016 Tecnativa S.L. - Jairo Llopis
# Copyright 2016 Tecnativa S.L. - Vicent Cubells
# Copyright 2017 Tecnativa S.L. - David Vidal
# Copyright 2018 Tecnativa S.L. - Cristina Martin R.
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html).
{
"name": "Tracking Fields in Partners",
"summary": "Copy tracking fields from leads to partners",
"version": "18.0.1.0.0",
"category": "Marketing",
"website": "https://github.com/OCA/crm",
"author": "Tecnativa, Odoo Community Association (OCA)",
"license": "AGPL-3",
"application": False,
"installable": True,
"depends": ["crm"],
"data": ["views/res_partner_view.xml"],
}
74 changes: 74 additions & 0 deletions marketing_crm_partner/i18n/am.po
Original file line number Diff line number Diff line change
@@ -0,0 +1,74 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * marketing_crm_partner
#
# Translators:
# Mike T <[email protected]>, 2016
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 9.0c\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2016-11-26 03:41+0000\n"
"PO-Revision-Date: 2016-11-26 03:41+0000\n"
"Last-Translator: Mike T <[email protected]>, 2016\n"
"Language-Team: Amharic (https://www.transifex.com/oca/teams/23907/am/)\n"
"Language: am\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=(n > 1);\n"

#. module: marketing_crm_partner
#: model:ir.model.fields,field_description:marketing_crm_partner.field_res_partner__campaign_id
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_res_partner_filter
msgid "Campaign"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model,name:marketing_crm_partner.model_res_partner
msgid "Contact"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model,name:marketing_crm_partner.model_crm_lead
msgid "Lead/Opportunity"
msgstr ""

#. module: marketing_crm_partner
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_partner_form
msgid "Marketing"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model.fields,field_description:marketing_crm_partner.field_res_partner__medium_id
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_res_partner_filter
msgid "Medium"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model.fields,field_description:marketing_crm_partner.field_res_partner__source_id
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_res_partner_filter
msgid "Source"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model.fields,help:marketing_crm_partner.field_res_partner__campaign_id
msgid ""
"This is a name that helps you keep track of your different campaign efforts, "
"e.g. Fall_Drive, Christmas_Special"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model.fields,help:marketing_crm_partner.field_res_partner__medium_id
msgid "This is the method of delivery, e.g. Postcard, Email, or Banner Ad"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model.fields,help:marketing_crm_partner.field_res_partner__source_id
msgid ""
"This is the source of the link, e.g. Search Engine, another domain, or name "
"of email list"
msgstr ""

#~ msgid "Partner"
#~ msgstr "ተባባሪ"
75 changes: 75 additions & 0 deletions marketing_crm_partner/i18n/ar.po
Original file line number Diff line number Diff line change
@@ -0,0 +1,75 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * marketing_crm_partner
#
# Translators:
# OCA Transbot <[email protected]>, 2016
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 9.0c\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2016-11-26 03:41+0000\n"
"PO-Revision-Date: 2016-11-26 03:41+0000\n"
"Last-Translator: OCA Transbot <[email protected]>, 2016\n"
"Language-Team: Arabic (https://www.transifex.com/oca/teams/23907/ar/)\n"
"Language: ar\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=6; plural=n==0 ? 0 : n==1 ? 1 : n==2 ? 2 : n%100>=3 "
"&& n%100<=10 ? 3 : n%100>=11 && n%100<=99 ? 4 : 5;\n"

#. module: marketing_crm_partner
#: model:ir.model.fields,field_description:marketing_crm_partner.field_res_partner__campaign_id
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_res_partner_filter
msgid "Campaign"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model,name:marketing_crm_partner.model_res_partner
msgid "Contact"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model,name:marketing_crm_partner.model_crm_lead
msgid "Lead/Opportunity"
msgstr ""

#. module: marketing_crm_partner
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_partner_form
msgid "Marketing"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model.fields,field_description:marketing_crm_partner.field_res_partner__medium_id
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_res_partner_filter
msgid "Medium"
msgstr "متوسط"

#. module: marketing_crm_partner
#: model:ir.model.fields,field_description:marketing_crm_partner.field_res_partner__source_id
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_res_partner_filter
msgid "Source"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model.fields,help:marketing_crm_partner.field_res_partner__campaign_id
msgid ""
"This is a name that helps you keep track of your different campaign efforts, "
"e.g. Fall_Drive, Christmas_Special"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model.fields,help:marketing_crm_partner.field_res_partner__medium_id
msgid "This is the method of delivery, e.g. Postcard, Email, or Banner Ad"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model.fields,help:marketing_crm_partner.field_res_partner__source_id
msgid ""
"This is the source of the link, e.g. Search Engine, another domain, or name "
"of email list"
msgstr ""

#~ msgid "Partner"
#~ msgstr "الشريك"
71 changes: 71 additions & 0 deletions marketing_crm_partner/i18n/bg.po
Original file line number Diff line number Diff line change
@@ -0,0 +1,71 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * marketing_crm_partner
#
# Translators:
# OCA Transbot <[email protected]>, 2017
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 10.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2017-12-04 15:47+0000\n"
"PO-Revision-Date: 2017-12-04 15:47+0000\n"
"Last-Translator: OCA Transbot <[email protected]>, 2017\n"
"Language-Team: Bulgarian (https://www.transifex.com/oca/teams/23907/bg/)\n"
"Language: bg\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: nplurals=2; plural=(n != 1);\n"

#. module: marketing_crm_partner
#: model:ir.model.fields,field_description:marketing_crm_partner.field_res_partner__campaign_id
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_res_partner_filter
msgid "Campaign"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model,name:marketing_crm_partner.model_res_partner
msgid "Contact"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model,name:marketing_crm_partner.model_crm_lead
msgid "Lead/Opportunity"
msgstr "Следа/Възможност"

#. module: marketing_crm_partner
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_partner_form
msgid "Marketing"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model.fields,field_description:marketing_crm_partner.field_res_partner__medium_id
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_res_partner_filter
msgid "Medium"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model.fields,field_description:marketing_crm_partner.field_res_partner__source_id
#: model_terms:ir.ui.view,arch_db:marketing_crm_partner.view_res_partner_filter
msgid "Source"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model.fields,help:marketing_crm_partner.field_res_partner__campaign_id
msgid ""
"This is a name that helps you keep track of your different campaign efforts, "
"e.g. Fall_Drive, Christmas_Special"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model.fields,help:marketing_crm_partner.field_res_partner__medium_id
msgid "This is the method of delivery, e.g. Postcard, Email, or Banner Ad"
msgstr ""

#. module: marketing_crm_partner
#: model:ir.model.fields,help:marketing_crm_partner.field_res_partner__source_id
msgid ""
"This is the source of the link, e.g. Search Engine, another domain, or name "
"of email list"
msgstr ""
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