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=================== | ||
Sale Partner Source | ||
=================== | ||
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.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:a6a90083324f96b5febd24b681e158a4972500d112410f405a2d7ba394485cc9 | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |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%2Fsale--workflow-lightgray.png?logo=github | ||
:target: https://github.com/OCA/sale-workflow/tree/17.0/sale_partner_utm_source | ||
:alt: OCA/sale-workflow | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/sale-workflow-17-0/sale-workflow-17-0-sale_partner_utm_source | ||
: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/sale-workflow&target_branch=17.0 | ||
:alt: Try me on Runboat | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This module provides a way to classify partners using Odoo’s native | ||
**utm.source** model. Each partner can be assigned a Source, which is | ||
added just below the partner's name on the form view. When creating a | ||
Quotation, the Source field of the partner is automatically copied to | ||
the Quotation. Users can manually adjust the Source in the Quotation if | ||
needed. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Use Cases / Context | ||
=================== | ||
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Odoo does not natively provide the ability to track the origin of | ||
customers through a Source field. This module addresses that by allowing | ||
each Partner to have a Source assigned. The Source is automatically | ||
copied to the Quotation when it is created | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/sale-workflow/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/sale-workflow/issues/new?body=module:%20sale_partner_utm_source%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
------- | ||
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* Trobz | ||
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Contributors | ||
------------ | ||
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- Tuan Nguyen Anh [email protected] | ||
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Maintainers | ||
----------- | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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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. | ||
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This module is part of the `OCA/sale-workflow <https://github.com/OCA/sale-workflow/tree/17.0/sale_partner_utm_source>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
from . import models |
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# Copyright 2024 Trobz | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html). | ||
{ | ||
"name": "Sale Partner Source", | ||
"summary": "", | ||
"version": "17.0.1.0.0", | ||
"category": "Sales Management", | ||
"author": "Trobz, Odoo Community Association (OCA)", | ||
"license": "AGPL-3", | ||
"depends": ["account", "sale", "partner_utm_source"], | ||
"website": "https://github.com/OCA/sale-workflow", | ||
"data": [ | ||
"views/sale_order_views.xml", | ||
"views/account_move_views.xml", | ||
], | ||
} |
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
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from . import sale_order |
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# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
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from odoo import models, fields, api | ||
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class SaleOrder(models.Model): | ||
_inherit = 'sale.order' | ||
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@api.model | ||
def create(self, vals): | ||
if not vals.get('source_id'): | ||
partner = self.env['res.partner'].browse(vals['partner_id']) | ||
if partner.source_id: | ||
vals['source_id'] = partner.source_id.id | ||
return super().create(vals) |
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[build-system] | ||
requires = ["whool"] | ||
build-backend = "whool.buildapi" |
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Odoo does not natively provide the ability to track the origin of customers through a Source field. This module addresses that by allowing each Partner to have a Source assigned. The Source is automatically copied to the Quotation when it is created |
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- Tuan Nguyen Anh <[email protected]> |
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This module provides a way to classify partners using Odoo’s native **utm.source** model. Each partner can be assigned a Source, which is added just below the partner's name on the form view. When creating a Quotation, the Source field of the partner is automatically copied to the Quotation. Users can manually adjust the Source in the Quotation if needed. |
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