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Merge pull request #73 from Escodoo/14.0-add-epa_sale_crm_custom
[14.0][ADD] epa_sale_crm_custom: add new module
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‎epa_sale_crm_custom/README.rst

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===================
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EPA Sale CRM Custom
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===================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:e397e98a5d66226ddcec6ee7e37e5a1675c749dfde32fab85566baf2e92d083e
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
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:target: https://odoo-community.org/page/development-status
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:alt: Beta
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.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
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:alt: License: AGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-Escodoo%2Fepa--addons-lightgray.png?logo=github
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:target: https://github.com/Escodoo/epa-addons/tree/14.0/epa_sale_crm_custom
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:alt: Escodoo/epa-addons
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|badge1| |badge2| |badge3|
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This module extends the standard functionality of Odoo's CRM, Sales Order and Project Category modules. Key features include:
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1. **Codename generation for leads**: Automatically generate lead names using a sequence and the codename field.
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2. **Criteria field validation**: When moving leads to certain stages, required criteria fields must be completed, ensuring the opportunity is fully qualified.
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3. **Analytic account linking**: For each lead, an analytic account can be created or linked, simplifying financial tracking of proposals.
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4. **Attachment management in Sales Orders**: Documents can be attached to leads and sales orders for better record-keeping and client communication.
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**Key Features**:
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- Mandatory criteria validation for certain stages in CRM.
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- Simplified financial tracking by linking leads to analytic accounts.
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- Ability to attach supporting documents to both leads and sales orders.
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These enhancements ensure that all critical information is filled out before advancing leads and streamline the sales approval process by including financial and documentation support.
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**Table of contents**
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.. contents::
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:local:
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Configuration
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=============
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This module requires a few configurations to ensure smooth operation:
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1. Navigate to **CRM > Settings**.
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2. Enable the option **Validate Criteria Fields** in CRM stages. This ensures that when moving a lead to a particular stage, all criteria fields must be filled in.
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3. For each opportunity, ensure that an analytic account is either created or linked. This allows for financial tracking of proposals.
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4. In the Sales Order configuration, you can allow attachments for additional documentation to support the lead or sales process.
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Usage
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=====
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This module enhances the workflow in CRM and Sales by adding features like criteria validation and analytic account linkage.
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**Create a lead with codename**
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1. Navigate to the CRM and create a new lead.
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2. Fill in the **Codename** field, which is mandatory.
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3. The lead name will be automatically generated based on the sequence and the codename.
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4. Move the lead to the next stage as per your workflow. Some stages may require all criteria fields to be filled before proceeding.
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**Work with criteria fields**
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- While managing leads, the following criteria fields will be validated before you can move the lead to the next stage (if configured):
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* **Interesting Client**: Indicates if the client is interesting.
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* **Adequate Documentation**: Ensures documentation is present.
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* **Appropriate Equipment**: Confirms equipment availability.
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* **Financial Viability**: Confirms financial feasibility.
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* **Technological Risks**: Checks if risks are acceptable.
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**Generate a Quotation**
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1. After qualifying the lead, generate a quotation.
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2. If no analytic account is linked to the lead, a wizard will appear, allowing you to create or associate an analytic account.
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3. Once the account is linked, the quotation can proceed.
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**Manage Sales Order Attachments**
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1. When creating a sales order, attach relevant documents such as PDFs or URLs to support your proposal or sale.
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2. These attachments can be linked to both the lead and the sales order for tracking purposes.
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/Escodoo/epa-addons/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/Escodoo/epa-addons/issues/new?body=module:%20epa_sale_crm_custom%0Aversion:%2014.0%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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=======
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Authors
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~~~~~~~
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* Escodoo
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Contributors
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~~~~~~~~~~~~
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* `Escodoo <https://escodoo.com.br>`_:
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* Marcel Savegnago <[email protected]>
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* Kaynnan Lemes <[email protected]>
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* Wesley Oliveira <[email protected]>
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Maintainers
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~~~~~~~~~~~
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This module is part of the `Escodoo/epa-addons <https://github.com/Escodoo/epa-addons/tree/14.0/epa_sale_crm_custom>`_ project on GitHub.
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You are welcome to contribute.

‎epa_sale_crm_custom/__init__.py

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from . import models
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from . import wizard

‎epa_sale_crm_custom/__manifest__.py

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# Copyright 2024 - TODAY, Escodoo
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
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{
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"name": "EPA Sale CRM Custom",
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"version": "14.0.1.0.0",
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"license": "AGPL-3",
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"author": "Escodoo",
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"website": "https://github.com/Escodoo/epa-addons",
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"depends": ["sale_crm", "project_category"],
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"data": [
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"data/sequence.xml",
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"security/ir.model.access.csv",
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"views/crm_stage.xml",
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"views/crm_lead.xml",
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"wizard/crm_lead_analytic_account_wizard.xml",
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],
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}

‎epa_sale_crm_custom/data/sequence.xml

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<?xml version="1.0" encoding="utf-8" ?>
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<!-- Copyright 2024 - TODAY, Kaynnan Lemes <[email protected]>
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License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
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<odoo noupdate="True">
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<record id="seq_epa_sale_order_custom_lead" model="ir.sequence">
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<field name="name">Custom CRM Lead Sequence (in epa_sale_crm_custom)</field>
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<field name="code">crm.lead</field>
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<field name="prefix">SO-%(y)s-</field>
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<field name="padding">4</field>
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<field name="number_next">1000</field>
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<field name="number_increment">1</field>
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</record>
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</odoo>

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