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[15.0][MIG] helpdesk_mgmt_crm: Migration to 15.0 #627

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100 changes: 100 additions & 0 deletions helpdesk_mgmt_crm/README.rst
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=============================
Link between Helpdesk and CRM
=============================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! source digest: sha256:e4949b62cea363d636d67d6d8d8327c15674c38e905148455981c9ecaed8aca6
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |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%2Fhelpdesk-lightgray.png?logo=github
:target: https://github.com/OCA/helpdesk/tree/15.0/helpdesk_mgmt_crm
:alt: OCA/helpdesk
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/helpdesk-15-0/helpdesk-15-0-helpdesk_mgmt_crm
: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/helpdesk&target_branch=15.0
:alt: Try me on Runboat

|badge1| |badge2| |badge3| |badge4| |badge5|

This module allows you to convert a helpdesk ticket into an opportunity, transferring its messages,
and keeping both linked.

**Table of contents**

.. contents::
:local:

Usage
=====

#. Go to *Helpdesk > Tickets* and create a new one or enter one.
#. Click on "Convert to opportunity" button.
#. A wizard will be displayed to set user and sales team if you want.
#. Click on "Create opportunity" button.
#. An opportunity will have been created with the ticket data and the messages will have been copied.
#. The related ticket will be displayed so you can return to it.
#. An "Opportunity(ies)" smart-button is also displayed on the ticket.

Bug Tracker
===========

Bugs are tracked on `GitHub Issues <https://github.com/OCA/helpdesk/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/helpdesk/issues/new?body=module:%20helpdesk_mgmt_crm%0Aversion:%2015.0%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>`_:

* Víctor Martínez
* Pedro M. Baeza
* Pilar Vargas

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.

.. |maintainer-victoralmau| image:: https://github.com/victoralmau.png?size=40px
:target: https://github.com/victoralmau
:alt: victoralmau

Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:

|maintainer-victoralmau|

This module is part of the `OCA/helpdesk <https://github.com/OCA/helpdesk/tree/15.0/helpdesk_mgmt_crm>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
2 changes: 2 additions & 0 deletions helpdesk_mgmt_crm/__init__.py
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from . import models
from . import wizard
20 changes: 20 additions & 0 deletions helpdesk_mgmt_crm/__manifest__.py
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# Copyright 2022 Tecnativa - Víctor Martínez
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
{
"name": "Link between Helpdesk and CRM",
"summary": "Links helpdesk tickets with leads",
"version": "15.0.1.0.1",
"category": "After-Sales",
"website": "https://github.com/OCA/helpdesk",
"author": "Tecnativa, Odoo Community Association (OCA)",
"license": "AGPL-3",
"depends": ["helpdesk_mgmt", "crm"],
"data": [
"security/ir.model.access.csv",
"wizard/helpdesk_ticket_create_lead_views.xml",
"views/crm_lead_view.xml",
"views/helpdesk_ticket_view.xml",
],
"installable": True,
"maintainers": ["victoralmau"],
}
126 changes: 126 additions & 0 deletions helpdesk_mgmt_crm/i18n/es.po
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@@ -0,0 +1,126 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * helpdesk_mgmt_crm
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 13.0\n"
"Report-Msgid-Bugs-To: \n"
"POT-Creation-Date: 2022-09-09 06:40+0000\n"
"PO-Revision-Date: 2022-09-09 08:41+0200\n"
"Last-Translator: \n"
"Language-Team: \n"
"Language: es\n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: 8bit\n"
"Plural-Forms: \n"
"X-Generator: Poedit 3.0.1\n"

#. module: helpdesk_mgmt_crm
#: model_terms:ir.ui.view,arch_db:helpdesk_mgmt_crm.helpdesk_ticket_create_lead_view_form
msgid "Cancel"
msgstr "Cancelar"

#. module: helpdesk_mgmt_crm
#: model_terms:ir.ui.view,arch_db:helpdesk_mgmt_crm.ticket_view_form
msgid "Convert to opportunity"
msgstr "Convertir a oportunidad"

#. module: helpdesk_mgmt_crm
#: model:ir.actions.act_window,name:helpdesk_mgmt_crm.helpdesk_ticket_create_lead_action
#: model_terms:ir.ui.view,arch_db:helpdesk_mgmt_crm.helpdesk_ticket_create_lead_view_form
msgid "Create Lead"
msgstr "Crear Oportunidad"

#. module: helpdesk_mgmt_crm
#: model_terms:ir.ui.view,arch_db:helpdesk_mgmt_crm.helpdesk_ticket_create_lead_view_form
msgid "Create opportunity"
msgstr "Crear oportunidad"

#. module: helpdesk_mgmt_crm
#: model:ir.model.fields,field_description:helpdesk_mgmt_crm.field_helpdesk_ticket_create_lead__create_uid
msgid "Created by"
msgstr "Creado por"

#. module: helpdesk_mgmt_crm
#: model:ir.model.fields,field_description:helpdesk_mgmt_crm.field_helpdesk_ticket_create_lead__create_date
msgid "Created on"
msgstr "Creado el"

#. module: helpdesk_mgmt_crm
#: model:ir.model.fields,field_description:helpdesk_mgmt_crm.field_helpdesk_ticket_create_lead__display_name
msgid "Display Name"
msgstr "Fecha a mostrar"

#. module: helpdesk_mgmt_crm
#: model:ir.model,name:helpdesk_mgmt_crm.model_helpdesk_ticket
#: model:ir.model.fields,field_description:helpdesk_mgmt_crm.field_crm_lead__ticket_id
msgid "Helpdesk Ticket"
msgstr "Solicitud de asistencia"

#. module: helpdesk_mgmt_crm
#: model:ir.model,name:helpdesk_mgmt_crm.model_helpdesk_ticket_create_lead
msgid "Helpdesk Ticket Create Lead"
msgstr "Crear oportunidad desde solicitud de asistencia"

#. module: helpdesk_mgmt_crm
#: model:ir.model.fields,field_description:helpdesk_mgmt_crm.field_helpdesk_ticket_create_lead__id
msgid "ID"
msgstr "ID"

#. module: helpdesk_mgmt_crm
#: model:ir.model.fields,field_description:helpdesk_mgmt_crm.field_helpdesk_ticket_create_lead____last_update
msgid "Last Modified on"
msgstr "Última modificación el"

#. module: helpdesk_mgmt_crm
#: model:ir.model.fields,field_description:helpdesk_mgmt_crm.field_helpdesk_ticket_create_lead__write_uid
msgid "Last Updated by"
msgstr "Última actualización de"

#. module: helpdesk_mgmt_crm
#: model:ir.model.fields,field_description:helpdesk_mgmt_crm.field_helpdesk_ticket_create_lead__write_date
msgid "Last Updated on"
msgstr "Actualizado el"

#. module: helpdesk_mgmt_crm
#: model:ir.model,name:helpdesk_mgmt_crm.model_crm_lead
msgid "Lead/Opportunity"
msgstr "Iniciativa/Oportunidad"

#. module: helpdesk_mgmt_crm
#: model:ir.model.fields,field_description:helpdesk_mgmt_crm.field_helpdesk_ticket__lead_count
msgid "Opportunity Count"
msgstr "Total oportunidades"

#. module: helpdesk_mgmt_crm
#: model:ir.model.fields,field_description:helpdesk_mgmt_crm.field_helpdesk_ticket__lead_ids
#: model_terms:ir.ui.view,arch_db:helpdesk_mgmt_crm.ticket_view_form
msgid "Opportunity(ies)"
msgstr "Oportunidad(es)"

#. module: helpdesk_mgmt_crm
#: model:ir.model.fields,field_description:helpdesk_mgmt_crm.field_helpdesk_ticket_create_lead__team_id
msgid "Team"
msgstr "Equipo"

#. module: helpdesk_mgmt_crm
#: code:addons/helpdesk_mgmt_crm/wizard/helpdesk_ticket_create_lead.py:0
#, python-format
msgid ""
"This ticket has been converted to the opportunity <a href=# data-oe-model="
"%(model)s data-oe-id=%(id)s>%(name)s</a>"
msgstr ""
"Esta solicitud se ha convertido en la oportunidad <a href=# data-oe-model="
"%(model)s data-oe-id=%(id)s>%(name)s</a>"

#. module: helpdesk_mgmt_crm
#: model:ir.model.fields,field_description:helpdesk_mgmt_crm.field_helpdesk_ticket_create_lead__ticket_id
msgid "Ticket"
msgstr "Solicitud"

#. module: helpdesk_mgmt_crm
#: model:ir.model.fields,field_description:helpdesk_mgmt_crm.field_helpdesk_ticket_create_lead__user_id
msgid "User"
msgstr "Usuario"
120 changes: 120 additions & 0 deletions helpdesk_mgmt_crm/i18n/helpdesk_mgmt_crm.pot
Original file line number Diff line number Diff line change
@@ -0,0 +1,120 @@
# Translation of Odoo Server.
# This file contains the translation of the following modules:
# * helpdesk_mgmt_crm
#
msgid ""
msgstr ""
"Project-Id-Version: Odoo Server 13.0\n"
"Report-Msgid-Bugs-To: \n"
"Last-Translator: \n"
"Language-Team: \n"
"MIME-Version: 1.0\n"
"Content-Type: text/plain; charset=UTF-8\n"
"Content-Transfer-Encoding: \n"
"Plural-Forms: \n"

#. module: helpdesk_mgmt_crm
#: model_terms:ir.ui.view,arch_db:helpdesk_mgmt_crm.helpdesk_ticket_create_lead_view_form
msgid "Cancel"
msgstr ""

#. module: helpdesk_mgmt_crm
#: model_terms:ir.ui.view,arch_db:helpdesk_mgmt_crm.ticket_view_form
msgid "Convert to opportunity"
msgstr ""

#. module: helpdesk_mgmt_crm
#: model:ir.actions.act_window,name:helpdesk_mgmt_crm.helpdesk_ticket_create_lead_action
#: model_terms:ir.ui.view,arch_db:helpdesk_mgmt_crm.helpdesk_ticket_create_lead_view_form
msgid "Create Lead"
msgstr ""

#. module: helpdesk_mgmt_crm
#: model_terms:ir.ui.view,arch_db:helpdesk_mgmt_crm.helpdesk_ticket_create_lead_view_form
msgid "Create opportunity"
msgstr ""

#. module: helpdesk_mgmt_crm
#: model:ir.model.fields,field_description:helpdesk_mgmt_crm.field_helpdesk_ticket_create_lead__create_uid
msgid "Created by"
msgstr ""

#. module: helpdesk_mgmt_crm
#: model:ir.model.fields,field_description:helpdesk_mgmt_crm.field_helpdesk_ticket_create_lead__create_date
msgid "Created on"
msgstr ""

#. module: helpdesk_mgmt_crm
#: model:ir.model.fields,field_description:helpdesk_mgmt_crm.field_helpdesk_ticket_create_lead__display_name
msgid "Display Name"
msgstr ""

#. module: helpdesk_mgmt_crm
#: model:ir.model,name:helpdesk_mgmt_crm.model_helpdesk_ticket
#: model:ir.model.fields,field_description:helpdesk_mgmt_crm.field_crm_lead__ticket_id
msgid "Helpdesk Ticket"
msgstr ""

#. module: helpdesk_mgmt_crm
#: model:ir.model,name:helpdesk_mgmt_crm.model_helpdesk_ticket_create_lead
msgid "Helpdesk Ticket Create Lead"
msgstr ""

#. module: helpdesk_mgmt_crm
#: model:ir.model.fields,field_description:helpdesk_mgmt_crm.field_helpdesk_ticket_create_lead__id
msgid "ID"
msgstr ""

#. module: helpdesk_mgmt_crm
#: model:ir.model.fields,field_description:helpdesk_mgmt_crm.field_helpdesk_ticket_create_lead____last_update
msgid "Last Modified on"
msgstr ""

#. module: helpdesk_mgmt_crm
#: model:ir.model.fields,field_description:helpdesk_mgmt_crm.field_helpdesk_ticket_create_lead__write_uid
msgid "Last Updated by"
msgstr ""

#. module: helpdesk_mgmt_crm
#: model:ir.model.fields,field_description:helpdesk_mgmt_crm.field_helpdesk_ticket_create_lead__write_date
msgid "Last Updated on"
msgstr ""

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

#. module: helpdesk_mgmt_crm
#: model:ir.model.fields,field_description:helpdesk_mgmt_crm.field_helpdesk_ticket__lead_count
msgid "Opportunity Count"
msgstr ""

#. module: helpdesk_mgmt_crm
#: model:ir.model.fields,field_description:helpdesk_mgmt_crm.field_helpdesk_ticket__lead_ids
#: model_terms:ir.ui.view,arch_db:helpdesk_mgmt_crm.ticket_view_form
msgid "Opportunity(ies)"
msgstr ""

#. module: helpdesk_mgmt_crm
#: model:ir.model.fields,field_description:helpdesk_mgmt_crm.field_helpdesk_ticket_create_lead__team_id
msgid "Team"
msgstr ""

#. module: helpdesk_mgmt_crm
#: code:addons/helpdesk_mgmt_crm/wizard/helpdesk_ticket_create_lead.py:0
#, python-format
msgid ""
"This ticket has been converted to the opportunity <a href=# data-oe-"
"model=%(model)s data-oe-id=%(id)s>%(name)s</a>"
msgstr ""

#. module: helpdesk_mgmt_crm
#: model:ir.model.fields,field_description:helpdesk_mgmt_crm.field_helpdesk_ticket_create_lead__ticket_id
msgid "Ticket"
msgstr ""

#. module: helpdesk_mgmt_crm
#: model:ir.model.fields,field_description:helpdesk_mgmt_crm.field_helpdesk_ticket_create_lead__user_id
msgid "User"
msgstr ""
4 changes: 4 additions & 0 deletions helpdesk_mgmt_crm/models/__init__.py
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).

from . import crm_lead
from . import helpdesk_ticket
12 changes: 12 additions & 0 deletions helpdesk_mgmt_crm/models/crm_lead.py
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@@ -0,0 +1,12 @@
# Copyright 2022 Tecnativa - Víctor Martínez
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

from odoo import fields, models


class CrmLead(models.Model):
_inherit = "crm.lead"

ticket_id = fields.Many2one(
comodel_name="helpdesk.ticket", string="Helpdesk Ticket"
)
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