@ -0,0 +1,49 @@ |
|||
.. image:: https://img.shields.io/badge/license-AGPL--3-blue.svg |
|||
:target: https://www.gnu.org/licenses/agpl-3.0-standalone.html |
|||
:alt: License: AGPL-3 |
|||
|
|||
Unique Sequence Number In CRM Opportunity |
|||
========================================= |
|||
* Module helps to Setup sequence number for each crm opportunities |
|||
|
|||
Installation |
|||
============ |
|||
- Install our custom addon |
|||
|
|||
License |
|||
------- |
|||
GNU AFFERO GENERAL PUBLIC LICENSE, Version 3 (AGPLv3) |
|||
(https://www.gnu.org/licenses/agpl-3.0-standalone.html) |
|||
|
|||
Company |
|||
------- |
|||
* `Cybrosys Techno Solutions <https://cybrosys.com/>`__ |
|||
|
|||
Credits |
|||
------- |
|||
* Developers: (V16) Sonu Soman K P |
|||
(V17) Sabeel B, |
|||
(V18) Nivedhya T, |
|||
Contact: odoo@cybrosys.com |
|||
|
|||
Contacts |
|||
-------- |
|||
* Mail Contact : odoo@cybrosys.com |
|||
* Website : https://cybrosys.com |
|||
|
|||
Bug Tracker |
|||
----------- |
|||
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. |
|||
|
|||
Maintainer |
|||
========== |
|||
.. image:: https://cybrosys.com/images/logo.png |
|||
:target: https://cybrosys.com |
|||
|
|||
This module is maintained by Cybrosys Technologies. |
|||
|
|||
For support and more information, please visit `Our Website <https://cybrosys.com/>`__ |
|||
|
|||
Further information |
|||
=================== |
|||
HTML Description: `<static/description/index.html>`__ |
@ -0,0 +1,22 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
from . import models |
@ -0,0 +1,44 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
{ |
|||
'name': 'Unique Sequence Number In CRM Opportunity', |
|||
'version': '18.0.1.0.0', |
|||
'category': 'Sales', |
|||
'summary': 'Sequence number for CRM opportunities', |
|||
'description': """Module helps to Setup sequence number of |
|||
each crm opportunities""", |
|||
'author': 'Cybrosys Techno Solutions', |
|||
'company': 'Cybrosys Techno Solutions', |
|||
'maintainer': 'Cybrosys Techno Solutions', |
|||
'website': 'https://www.cybrosys.com', |
|||
'depends': ['crm'], |
|||
'data': [ |
|||
'data/sequence_opportunity_crm_data.xml', |
|||
'views/res_config_settings_views.xml', |
|||
'views/crm_lead_views.xml' |
|||
], |
|||
'images': ['static/description/banner.jpg'], |
|||
'license': 'AGPL-3', |
|||
'installable': True, |
|||
'auto_install': False, |
|||
'application': False, |
|||
} |
@ -0,0 +1,15 @@ |
|||
<?xml version="1.0" encoding="UTF-8"?> |
|||
<odoo> |
|||
<!-- Add sequence number--> |
|||
<data noupdate="1"> |
|||
<record id="sequence_number_opportunity" model="ir.sequence"> |
|||
<field name="name">Opportunity Sequence</field> |
|||
<field name="code">code.opportunity.crm</field> |
|||
<field name="prefix">OPPO</field> |
|||
<field name="padding">5</field> |
|||
<field name="number_next">1</field> |
|||
<field name="number_increment">1</field> |
|||
<field name="company_id" eval="False"/> |
|||
</record> |
|||
</data> |
|||
</odoo> |
@ -0,0 +1,6 @@ |
|||
## Module <sequence_opportunity_crm> |
|||
|
|||
#### 04.11.2024 |
|||
#### Version 18.0.1.0.0 |
|||
#### ADD |
|||
- Initial commit for Unique Sequence Number In CRM Opportunity |
@ -0,0 +1,23 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
from . import crm_lead |
|||
from . import res_config_settings |
@ -0,0 +1,56 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
from odoo import api, fields, models |
|||
|
|||
|
|||
class CrmLead(models.Model): |
|||
""" |
|||
CRM Lead |
|||
This class extends the base `crm.lead` model to add opportunity functionally |
|||
""" |
|||
_inherit = 'crm.lead' |
|||
_description = 'CRM Lead' |
|||
|
|||
oppo_code = fields.Char(string="Opportunity Sequence Code", |
|||
help='Unique code for each opportunity', |
|||
readonly=True) |
|||
sequence_create = fields.Boolean(compute="_compute_sequence_create", |
|||
string='Create Sequence', |
|||
help='Creates unique code for ' |
|||
'each opportunity') |
|||
|
|||
def _compute_sequence_create(self): |
|||
""" This method is used to compute the value of sequence_create field |
|||
""" |
|||
for rec in self: |
|||
rec.sequence_create = ( |
|||
self.env["ir.config_parameter"].sudo().get_param( |
|||
"sequence_opportunity_crm.sequence_create")) |
|||
|
|||
@api.model_create_multi |
|||
def create(self, vals): |
|||
""" This method is used to create sequence for each opportunity """ |
|||
oppo = super().create(vals) |
|||
if oppo.sequence_create: |
|||
oppo.oppo_code = (self.env["ir.sequence"].next_by_code |
|||
("code.opportunity.crm")) |
|||
return oppo |
@ -0,0 +1,37 @@ |
|||
# -*- coding: utf-8 -*- |
|||
############################################################################# |
|||
# |
|||
# Cybrosys Technologies Pvt. Ltd. |
|||
# |
|||
# Copyright (C) 2024-TODAY Cybrosys Technologies(<https://www.cybrosys.com>) |
|||
# Author: Cybrosys Techno Solutions(<https://www.cybrosys.com>) |
|||
# |
|||
# You can modify it under the terms of the GNU AFFERO |
|||
# GENERAL PUBLIC LICENSE (AGPL v3), Version 3. |
|||
# |
|||
# This program is distributed in the hope that it will be useful, |
|||
# but WITHOUT ANY WARRANTY; without even the implied warranty of |
|||
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the |
|||
# GNU AFFERO GENERAL PUBLIC LICENSE (AGPL v3) for more details. |
|||
# |
|||
# You should have received a copy of the GNU AFFERO GENERAL PUBLIC LICENSE |
|||
# (AGPL v3) along with this program. |
|||
# If not, see <http://www.gnu.org/licenses/>. |
|||
# |
|||
############################################################################# |
|||
from odoo import fields, models |
|||
|
|||
|
|||
class ResConfigSettings(models.TransientModel): |
|||
""" |
|||
This class extends the`res.config.settings` and add a boolean field |
|||
""" |
|||
_inherit = "res.config.settings" |
|||
|
|||
sequence_create = fields.Boolean("Creates Automatic Sequence " |
|||
"Numbers for CRM Opportunity", |
|||
config_parameter= |
|||
"sequence_opportunity_crm.sequence_create", |
|||
store=True, |
|||
default=False, help="Creates unique code " |
|||
"for each opportunity") |
After Width: | Height: | Size: 2.2 KiB |
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@ -0,0 +1,78 @@ |
|||
<?xml version="1.0" encoding="UTF-8"?> |
|||
<odoo> |
|||
<!-- Add sequence number on crm lead tree view --> |
|||
<record id="crm_case_tree_view_oppor" model="ir.ui.view"> |
|||
<field name="name">crm.lead.view.tree.inherit.sequence.opportunity.crm</field> |
|||
<field name="model">crm.lead</field> |
|||
<field name="inherit_id" ref="crm.crm_case_tree_view_oppor"/> |
|||
<field name="arch" type="xml"> |
|||
<xpath expr="//field[@name='name']" position="before"> |
|||
<field name="oppo_code"/> |
|||
</xpath> |
|||
</field> |
|||
</record> |
|||
|
|||
<!-- Add sequence number on crm lead form view --> |
|||
<record id="crm_lead_view_form" model="ir.ui.view"> |
|||
<field name="name">crm.lead.view.form.inherit.sequence.opportunity.crm</field> |
|||
<field name="model">crm.lead</field> |
|||
<field name="inherit_id" ref="crm.crm_lead_view_form"/> |
|||
<field name="arch" type="xml"> |
|||
<xpath expr="//field[@name='name']" position="before"> |
|||
<h2> |
|||
<field name="oppo_code"/> |
|||
</h2> |
|||
</xpath> |
|||
</field> |
|||
</record> |
|||
|
|||
<!-- Add sequence number on crm lead kanban view --> |
|||
<record id="crm_case_kanban_view_leads" model="ir.ui.view"> |
|||
<field name="name">crm.lead.view.kanban.inherit.sequence.opportunity.crm</field> |
|||
<field name="model">crm.lead</field> |
|||
<field name="inherit_id" ref="crm.crm_case_kanban_view_leads"/> |
|||
<field name="arch" type="xml"> |
|||
<xpath expr="//field[@name='name']" position="before"> |
|||
<field name="oppo_code"/> |
|||
<br/> |
|||
</xpath> |
|||
</field> |
|||
</record> |
|||
|
|||
<!-- Add sequence number on crm lead calendar view --> |
|||
<record id="crm_case_calendar_view_leads" model="ir.ui.view"> |
|||
<field name="name">crm.lead.view.calendar.inherit.sequence.opportunity.crm</field> |
|||
<field name="model">crm.lead</field> |
|||
<field name="inherit_id" ref="crm.crm_case_calendar_view_leads"/> |
|||
<field name="arch" type="xml"> |
|||
<xpath expr="//field[@name='expected_revenue']" position="before"> |
|||
<field name="oppo_code"/> |
|||
</xpath> |
|||
</field> |
|||
</record> |
|||
|
|||
<!-- Add sequence number on crm lead pivot view --> |
|||
<record id="crm_lead_view_pivot" model="ir.ui.view"> |
|||
<field name="name">crm.lead.view.pivot.inherit.sequence.opportunity.crm</field> |
|||
<field name="model">crm.lead</field> |
|||
<field name="inherit_id" ref="crm.crm_lead_view_pivot"/> |
|||
<field name="arch" type="xml"> |
|||
<xpath expr="//pivot" position="inside"> |
|||
<field name="oppo_code" type="col"/> |
|||
</xpath> |
|||
</field> |
|||
</record> |
|||
|
|||
<!-- Add group filter for sequence number --> |
|||
<record id="view_crm_case_opportunities_filter" model="ir.ui.view"> |
|||
<field name="name">crm.lead.view.filter.inherit.sequence.opportunity.crm</field> |
|||
<field name="model">crm.lead</field> |
|||
<field name="inherit_id" ref="crm.view_crm_case_opportunities_filter"/> |
|||
<field name="arch" type="xml"> |
|||
<filter name="date_deadline" position="before"> |
|||
<filter string="Opportunity Sequence Number" name="opportunity_code" |
|||
context="{'group_by':'oppo_code'}"/> |
|||
</filter> |
|||
</field> |
|||
</record> |
|||
</odoo> |
@ -0,0 +1,29 @@ |
|||
<?xml version="1.0" encoding="UTF-8"?> |
|||
<odoo> |
|||
<!-- Add sequence selection to configuration view --> |
|||
<record id="res_config_settings_view_form" model="ir.ui.view"> |
|||
<field name="name">res.config.settings.view.form.inherit.sequence.opportunity.crm</field> |
|||
<field name="model">res.config.settings</field> |
|||
<field name="priority" eval="10"/> |
|||
<field name="inherit_id" ref="crm.res_config_settings_view_form"/> |
|||
<field name="arch" type="xml"> |
|||
<xpath expr="//block[@name='generate_lead_setting_container']" |
|||
position="after"> |
|||
<h2>Sequence Generation</h2> |
|||
<div class="row mt16 o_settings_container" name="generate_lead_setting_container"> |
|||
<div class="col-lg-6 o_setting_box"> |
|||
<div class="o_setting_left_pane"> |
|||
<field name="sequence_create"/> |
|||
</div> |
|||
<div class="o_setting_right_pane" id="sequence_create_settings"> |
|||
<label string="Sequence Number" for="sequence_create"/> |
|||
<div class="text-muted"> |
|||
Sequence Number For Opportunities |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</div> |
|||
</xpath> |
|||
</field> |
|||
</record> |
|||
</odoo> |