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[MIG] marketing_crm_partner: Migration to 18.0
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HeliconiaSolutions committed Nov 29, 2024
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38 changes: 20 additions & 18 deletions marketing_crm_partner/README.rst
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Expand Up @@ -17,13 +17,13 @@ Tracking Fields in Partners
: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/17.0/marketing_crm_partner
: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-17-0/crm-17-0-marketing_crm_partner
: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=17.0
:target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=18.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|
Expand Down Expand Up @@ -56,19 +56,19 @@ To use this module, here are the steps:
11. There you have the new fulfilled fields in the marketing section.
|partner marketing|

.. |crm settings| image:: https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/crm_settings.png
.. |lead view| image:: https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/lead_marketing.png
.. |choose customer| image:: https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/convert_to_opportunity.png
.. |new linked partner| image:: https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/new_linked_partner.png
.. |partner marketing| image:: https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/marketing_fields.png
.. |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:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
`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.

Expand All @@ -83,15 +83,17 @@ Authors
Contributors
------------

- `Tecnativa <https://www.tecnativa.com>`__:
- `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>
- 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
-----------
Expand All @@ -106,6 +108,6 @@ 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/17.0/marketing_crm_partner>`_ project on GitHub.
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.
2 changes: 1 addition & 1 deletion marketing_crm_partner/__manifest__.py
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Expand Up @@ -6,7 +6,7 @@
{
"name": "Tracking Fields in Partners",
"summary": "Copy tracking fields from leads to partners",
"version": "17.0.1.0.0",
"version": "18.0.1.0.0",
"category": "Marketing",
"website": "https://github.com/OCA/crm",
"author": "Tecnativa, Odoo Community Association (OCA)",
Expand Down
1 change: 1 addition & 0 deletions marketing_crm_partner/readme/CONTRIBUTORS.md
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Expand Up @@ -6,3 +6,4 @@
- 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>\>
17 changes: 9 additions & 8 deletions marketing_crm_partner/static/description/index.html
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Expand Up @@ -369,7 +369,7 @@ <h1 class="title">Tracking Fields in Partners</h1>
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:d66d964ab6c40b97aa727924bac57e6c367ceb4f5564657dd09d0fb0c442cf27
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/crm/tree/17.0/marketing_crm_partner"><img alt="OCA/crm" src="https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/crm-17-0/crm-17-0-marketing_crm_partner"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/crm&amp;target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/crm/tree/18.0/marketing_crm_partner"><img alt="OCA/crm" src="https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/crm-18-0/crm-18-0-marketing_crm_partner"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/crm&amp;target_branch=18.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>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.</p>
Expand All @@ -391,26 +391,26 @@ <h1><a class="toc-backref" href="#toc-entry-1">Usage</a></h1>
<p>To use this module, here are the steps:</p>
<ol class="arabic simple">
<li>If you don’t have the “Leads” tab at the top menu in the crm app, go
to <strong>Settings &gt; CRM</strong> and check the box <strong>Leads</strong>. <img alt="crm settings" src="https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/crm_settings.png" /></li>
to <strong>Settings &gt; CRM</strong> and check the box <strong>Leads</strong>. <img alt="crm settings" src="https://raw.githubusercontent.com/OCA/crm/18.0/marketing_crm_partner/static/description/crm_settings.png" /></li>
<li>Go to <strong>CRM &gt; Leads &gt; Create</strong>.</li>
<li>Fill the required fields.</li>
<li>Go to <strong>Extra Info &gt; Marketing</strong> and fill those fields: <img alt="lead view" src="https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/lead_marketing.png" /></li>
<li>Go to <strong>Extra Info &gt; Marketing</strong> and fill those fields: <img alt="lead view" src="https://raw.githubusercontent.com/OCA/crm/18.0/marketing_crm_partner/static/description/lead_marketing.png" /></li>
<li><strong>Save</strong>.</li>
<li>Click <strong>Convert to Opportunity</strong>.</li>
<li>Choose the option <strong>Customer &gt; Create a new customer</strong>.</li>
<li>Click <strong>Create Opportunity</strong>. <img alt="choose customer" src="https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/convert_to_opportunity.png" /></li>
<li>Click on the name of the newly linked partner. <img alt="new linked partner" src="https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/new_linked_partner.png" /></li>
<li>Click <strong>Create Opportunity</strong>. <img alt="choose customer" src="https://raw.githubusercontent.com/OCA/crm/18.0/marketing_crm_partner/static/description/convert_to_opportunity.png" /></li>
<li>Click on the name of the newly linked partner. <img alt="new linked partner" src="https://raw.githubusercontent.com/OCA/crm/18.0/marketing_crm_partner/static/description/new_linked_partner.png" /></li>
<li>Go to tab <strong>Sales &amp; Purchases</strong>.</li>
<li>There you have the new fulfilled fields in the marketing section.
<img alt="partner marketing" src="https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/marketing_fields.png" /></li>
<img alt="partner marketing" src="https://raw.githubusercontent.com/OCA/crm/18.0/marketing_crm_partner/static/description/marketing_fields.png" /></li>
</ol>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#toc-entry-2">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/crm/issues">GitHub Issues</a>.
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
<a class="reference external" href="https://github.com/OCA/crm/issues/new?body=module:%20marketing_crm_partner%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<a class="reference external" href="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**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
Expand All @@ -434,6 +434,7 @@ <h2><a class="toc-backref" href="#toc-entry-5">Contributors</a></h2>
<li>Ahmet Yiğit Budak &lt;<a class="reference external" href="mailto:yigit&#64;altinkaya.com.tr">yigit&#64;altinkaya.com.tr</a>&gt;</li>
</ul>
</li>
<li>Heliconia Solutions Pvt. Ltd. &lt;<a class="reference external" href="https://www.heliconia.io">https://www.heliconia.io</a>&gt;</li>
</ul>
</div>
<div class="section" id="maintainers">
Expand All @@ -445,7 +446,7 @@ <h2><a class="toc-backref" href="#toc-entry-6">Maintainers</a></h2>
<p>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.</p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/crm/tree/17.0/marketing_crm_partner">OCA/crm</a> project on GitHub.</p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/crm/tree/18.0/marketing_crm_partner">OCA/crm</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div>
</div>
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20 changes: 11 additions & 9 deletions marketing_crm_partner/tests/test_lead.py
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Expand Up @@ -10,16 +10,18 @@ class LeadCase(TransactionCase):
@classmethod
def setUpClass(cls):
super().setUpClass()
cls.medium = cls.env["utm.medium"].create({"name": "Website"})
cls.campaign = cls.env["utm.campaign"].create({"name": "Dëmo campaign"})
cls.source = cls.env["utm.source"].create({"name": "Inteŕnet"})
cls.medium = cls.env["utm.medium"].create([{"name": "Website"}])
cls.campaign = cls.env["utm.campaign"].create([{"name": "Dëmo campaign"}])
cls.source = cls.env["utm.source"].create([{"name": "Inteŕnet"}])
cls.lead = cls.env["crm.lead"].create(
{
"name": "Lead1",
"medium_id": cls.medium.id,
"campaign_id": cls.campaign.id,
"source_id": cls.source.id,
}
[
{
"name": "Lead1",
"medium_id": cls.medium.id,
"campaign_id": cls.campaign.id,
"source_id": cls.source.id,
}
]
)

def test_transfered_values(self):
Expand Down
2 changes: 1 addition & 1 deletion marketing_crm_partner/views/res_partner_view.xml
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Expand Up @@ -22,7 +22,7 @@
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_partner_tree" />
<field name="arch" type="xml">
<xpath expr="/tree">
<xpath expr="/list">
<field name="medium_id" column_invisible="True" />
<field name="campaign_id" column_invisible="True" />
<field name="source_id" column_invisible="True" />
Expand Down

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