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

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8a3f381
Tracking fields in partners.
yajo Feb 25, 2016
113f942
marketing_crm_partner migration
cubells Nov 14, 2016
c0154d1
marketing_crm_partner: Migration to 10.0
chienandalu Sep 21, 2017
ea82c5f
marketing_crm_partner: Migration to 11.0
cristinamartinrod Oct 18, 2018
f2cbf02
marketing_crm_partner: Make it work on v11
pedrobaeza Oct 30, 2018
400c3b3
Translated using Weblate (German)
marylla Dec 14, 2018
c23c30a
Translated using Weblate (Galician)
mvrodriguez Feb 8, 2019
63aa48a
marketing_crm_partner: Migration to 12.0
MiquelRForgeFlow Jun 6, 2019
7a888d1
Translated using Weblate (Portuguese (Brazil))
Sep 2, 2019
02d14b3
marketing_crm_partner: Fix tests due to change upstream
pedrobaeza Nov 13, 2019
4ce4c39
Translated using Weblate (Croatian)
badbole Dec 9, 2019
d2018fb
Translated using Weblate (Catalan)
CarlesAntoli Dec 27, 2019
38e1b23
Translated using Weblate (Spanish)
CarlesAntoli Dec 27, 2019
9548d9b
Translated using Weblate (Italian)
primes2h Jan 8, 2020
3b46c43
Translated using Weblate (Slovenian)
sysadminmatmoz Mar 21, 2020
ae2bc71
[IMP] marketing_crm_partner: black, isort, prettier
skeller1 May 12, 2020
8491bba
[MIG] marketing_crm_partner: Migration to 13.0
skeller1 May 12, 2020
6c9ff9d
Translated using Weblate (Spanish (Argentina))
ibuioli Jul 9, 2021
104a5cf
[IMP] marketing_crm_partner: black, isort, prettier
marcelsavegnago Dec 8, 2021
875da27
[MIG] marketing_crm_partner: Migration to 14.0
marcelsavegnago Dec 8, 2021
7c0ae11
Translated using Weblate (Italian)
mymage Jun 12, 2023
3a2192a
[MIG] marketing_crm_partner: Migration to 15.0
stefan-tecnativa Jul 3, 2023
4c3bc96
Translated using Weblate (Spanish)
Ivorra78 Oct 10, 2023
de5c66a
Translated using Weblate (Italian)
mymage Oct 11, 2023
79d78a8
[MIG] marketing_crm_partner: Migration to 16.0
yibudak Jan 26, 2024
17cea80
Translated using Weblate (Portuguese (Brazil))
Jun 4, 2024
2b1392c
Translated using Weblate (Swedish)
jakobkrabbe Jun 19, 2024
b334baf
Translated using Weblate (Spanish (Argentina))
ibuioli Jul 23, 2024
06500d1
[IMP] marketing_crm_partner: black, isort, prettier
Nov 5, 2024
daa829d
[MIG] marketing_crm_partner: Migration to 17.0
Nov 5, 2024
eead6cf
[MIG] marketing_crm_partner: Migration to 18.0
BhaveshHeliconia Nov 29, 2024
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113 changes: 113 additions & 0 deletions marketing_crm_partner/README.rst
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===========================
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 <rafael.blasco@tecnativa.com>
- Jairo Llopis <jairo.llopis@tecnativa.com>
- Vicent Cubells <vicent.cubells@tecnativa.com>
- David Vidal <david.vidal@tecnativa.com>
- Cristina Martin R. <cristina.martin@tecnativa.com>
- Marcel Savegnago <marcel.savegnago@escodoo.com.br>
- Ahmet Yiğit Budak <yigit@altinkaya.com.tr>

- 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
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@@ -0,0 +1,74 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * marketing_crm_partner
#
# Translators:
# Mike T <miket@clearict.com>, 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 <miket@clearict.com>, 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 <transbot@odoo-community.org>, 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 <transbot@odoo-community.org>, 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 <transbot@odoo-community.org>, 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 <transbot@odoo-community.org>, 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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