Skip to content

Commit

Permalink
[ADD] sale_partner_utm_source
Browse files Browse the repository at this point in the history
  • Loading branch information
natuan9 committed Oct 31, 2024
1 parent 8d61f3f commit 669c7cb
Show file tree
Hide file tree
Showing 12 changed files with 636 additions and 0 deletions.
89 changes: 89 additions & 0 deletions sale_partner_utm_source/README.rst
Original file line number Diff line number Diff line change
@@ -0,0 +1,89 @@
===================
Sale Partner Source
===================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! 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

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

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.

**Table of contents**

.. contents::
:local:

Use Cases / Context
===================

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

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

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**>`_.

Do not contact contributors directly about support or help with technical issues.

Credits
=======

Authors
-------

* Trobz

Contributors
------------

- Tuan Nguyen Anh [email protected]

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.

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.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
2 changes: 2 additions & 0 deletions sale_partner_utm_source/__init__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,2 @@
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).
from . import models
16 changes: 16 additions & 0 deletions sale_partner_utm_source/__manifest__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,16 @@
# 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",
],
}
3 changes: 3 additions & 0 deletions sale_partner_utm_source/models/__init__.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,3 @@
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).

from . import sale_order
15 changes: 15 additions & 0 deletions sale_partner_utm_source/models/sale_order.py
Original file line number Diff line number Diff line change
@@ -0,0 +1,15 @@
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl).

from odoo import models, fields, api


class SaleOrder(models.Model):
_inherit = 'sale.order'

@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)
3 changes: 3 additions & 0 deletions sale_partner_utm_source/pyproject.toml
Original file line number Diff line number Diff line change
@@ -0,0 +1,3 @@
[build-system]
requires = ["whool"]
build-backend = "whool.buildapi"
1 change: 1 addition & 0 deletions sale_partner_utm_source/readme/CONTEXT.md
Original file line number Diff line number Diff line change
@@ -0,0 +1 @@
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
1 change: 1 addition & 0 deletions sale_partner_utm_source/readme/CONTRIBUTORS.md
Original file line number Diff line number Diff line change
@@ -0,0 +1 @@
- Tuan Nguyen Anh <[email protected]>
1 change: 1 addition & 0 deletions sale_partner_utm_source/readme/DESCRIPTION.md
Original file line number Diff line number Diff line change
@@ -0,0 +1 @@
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.
Loading

0 comments on commit 669c7cb

Please sign in to comment.