diff --git a/sequence_opportunity_crm/README.rst b/sequence_opportunity_crm/README.rst new file mode 100644 index 000000000..b31795983 --- /dev/null +++ b/sequence_opportunity_crm/README.rst @@ -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 `__ + +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 `__ + +Further information +=================== +HTML Description: ``__ diff --git a/sequence_opportunity_crm/__init__.py b/sequence_opportunity_crm/__init__.py new file mode 100644 index 000000000..d96aecdec --- /dev/null +++ b/sequence_opportunity_crm/__init__.py @@ -0,0 +1,22 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# 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 . +# +############################################################################# +from . import models diff --git a/sequence_opportunity_crm/__manifest__.py b/sequence_opportunity_crm/__manifest__.py new file mode 100644 index 000000000..a2c62a9bd --- /dev/null +++ b/sequence_opportunity_crm/__manifest__.py @@ -0,0 +1,44 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# 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 . +# +############################################################################# +{ + '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, +} diff --git a/sequence_opportunity_crm/data/sequence_opportunity_crm_data.xml b/sequence_opportunity_crm/data/sequence_opportunity_crm_data.xml new file mode 100644 index 000000000..f9f81e7b5 --- /dev/null +++ b/sequence_opportunity_crm/data/sequence_opportunity_crm_data.xml @@ -0,0 +1,15 @@ + + + + + + Opportunity Sequence + code.opportunity.crm + OPPO + 5 + 1 + 1 + + + + diff --git a/sequence_opportunity_crm/doc/RELEASE_NOTES.md b/sequence_opportunity_crm/doc/RELEASE_NOTES.md new file mode 100644 index 000000000..cd9bb5dfa --- /dev/null +++ b/sequence_opportunity_crm/doc/RELEASE_NOTES.md @@ -0,0 +1,6 @@ +## Module + +#### 04.11.2024 +#### Version 18.0.1.0.0 +#### ADD +- Initial commit for Unique Sequence Number In CRM Opportunity diff --git a/sequence_opportunity_crm/models/__init__.py b/sequence_opportunity_crm/models/__init__.py new file mode 100644 index 000000000..43dace703 --- /dev/null +++ b/sequence_opportunity_crm/models/__init__.py @@ -0,0 +1,23 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# 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 . +# +############################################################################# +from . import crm_lead +from . import res_config_settings diff --git a/sequence_opportunity_crm/models/crm_lead.py b/sequence_opportunity_crm/models/crm_lead.py new file mode 100644 index 000000000..9fb6ba8cd --- /dev/null +++ b/sequence_opportunity_crm/models/crm_lead.py @@ -0,0 +1,56 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# 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 . +# +############################################################################# +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 diff --git a/sequence_opportunity_crm/models/res_config_settings.py b/sequence_opportunity_crm/models/res_config_settings.py new file mode 100644 index 000000000..9c5841f9a --- /dev/null +++ b/sequence_opportunity_crm/models/res_config_settings.py @@ -0,0 +1,37 @@ +# -*- coding: utf-8 -*- +############################################################################# +# +# Cybrosys Technologies Pvt. Ltd. +# +# Copyright (C) 2024-TODAY Cybrosys Technologies() +# Author: Cybrosys Techno Solutions() +# +# 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 . +# +############################################################################# +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") diff --git a/sequence_opportunity_crm/static/description/assets/cybro-icon.png b/sequence_opportunity_crm/static/description/assets/cybro-icon.png new file mode 100644 index 000000000..06e73e11d Binary files /dev/null and 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+
+ + + +
+
+ Community +
+
+ Enterprise +
+
+ Odoo.sh +
+
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+ +
+
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+

+ Sequence Number For CRM Opportunities. +

+

Unique Sequence Number In CRM Opportunity +

+
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+ +
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+

Key + Heighlights

+
+
+
+
+ +
+
+ Generate sequence number for CRM Lead/Opportunity. +
+

+ Unique Sequence number for each lead/oppurtunity created .

+
+
+
+
+
+ +
+
+ Sequence Number in different views. +
+

+ Sequence number visible on form, list, kanban, pivot, graph view +

+
+
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+ +
+
+
+ Unique Sequence Number In CRM Opportunity +

+ Are you ready to make your business more + organized? +
Improve now! +

+ +
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+ +
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+ + + + +
+
+ +
+
+
+
+ acc_bg +
+ +
+
+
+
+

+ Sequence Number + + Configuration. +

+
+
+

+ Enable the Sequence Number boolean field in the CRM Configuration +

+
+
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+ +
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+
+
+
+
+

+ Sequence Number in + + List view. +

+
+
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+ +

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+ Sequence Number in + + Kanban view. +

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+ +

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+ Sequence Number in + + + Pivot view. +

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+

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+ Sequence Number in + + + Graph view. +

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+ +

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+ Generate sequence number for CRM Lead/Opportunity.

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+ Sequence number visible on form, list, kanban, pivot, graph view.

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+ The module uses a predefined + sequence to generate unique + numbers for each CRM opportunity. + When a new opportunity is created, + the module automatically assigns + the next available number in the sequence. +

+
+
+ +
+ +
+

+ If an opportunity + is deleted, its sequence + number will not be reused. + Each sequence number is unique + and once assigned, it is not + reassigned to another opportunity, + even if the original opportunity is deleted. +

+
+
+ +
+ +
+

+ Yes, the module supports + multi-company environments. + Each company can have its + own sequence settings to + ensure that sequence numbers + are unique within the context of each company. +

+
+
+ +
+ +
+

+ No, sequence numbers are + automatically assigned by + the module to ensure uniqueness + and consistency. Manual assignment + of sequence numbers is not supported. +

+
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+ +
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+
+
+
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+ +
+
+

+ Latest Release 18.0.1.0.0 +

+ + 14th October, 2024 + +
+
+
+
+
+ Add +
+
+
+
    +
  • + Initial Commit +
  • + +
+
+
+
+
+
+
+
+
+
+ + + +
+

+ Related Products +

+ +
+ +
+

+ Our Services

+ +
+ +
+
+ .... +
+
+ +
+ + +
+
+ + + + + + diff --git a/sequence_opportunity_crm/views/crm_lead_views.xml b/sequence_opportunity_crm/views/crm_lead_views.xml new file mode 100644 index 000000000..33079d6e2 --- /dev/null +++ b/sequence_opportunity_crm/views/crm_lead_views.xml @@ -0,0 +1,78 @@ + + + + + crm.lead.view.tree.inherit.sequence.opportunity.crm + crm.lead + + + + + + + + + + + crm.lead.view.form.inherit.sequence.opportunity.crm + crm.lead + + + +

+ +

+
+
+
+ + + + crm.lead.view.kanban.inherit.sequence.opportunity.crm + crm.lead + + + + +
+
+
+
+ + + + crm.lead.view.calendar.inherit.sequence.opportunity.crm + crm.lead + + + + + + + + + + + crm.lead.view.pivot.inherit.sequence.opportunity.crm + crm.lead + + + + + + + + + + + crm.lead.view.filter.inherit.sequence.opportunity.crm + crm.lead + + + + + + + +
diff --git a/sequence_opportunity_crm/views/res_config_settings_views.xml b/sequence_opportunity_crm/views/res_config_settings_views.xml new file mode 100644 index 000000000..18748f123 --- /dev/null +++ b/sequence_opportunity_crm/views/res_config_settings_views.xml @@ -0,0 +1,29 @@ + + + + + res.config.settings.view.form.inherit.sequence.opportunity.crm + res.config.settings + + + + +

Sequence Generation

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