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[14.0][ADD] epa_sale_crm_custom: add new module #73

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merged 1 commit into from
Dec 2, 2024

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kaynnan
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@kaynnan kaynnan commented Sep 9, 2024

This pull request introduces a new module, EPA Sale CRM Custom, which extends the functionality of Odoo's CRM, Sales Order, and Project Category modules. The key features include automatic codename generation for leads, criteria field validation, analytic account linking, and attachment management in Sales Orders.

Module Introduction and Features

  • README file: Added a comprehensive description of the module, its key features, configuration steps, and usage instructions.

Module Initialization and Manifest

  • Initialization: Imported models and wizard in the __init__.py file.
  • Manifest: Created the __manifest__.py file with metadata, dependencies, and data files required for the module.

Data and Configuration

  • Sequence Configuration: Added XML configuration for custom sequences for sale orders and CRM leads.

Internationalization

  • Translation Template: Added a .pot file for translations, including various field descriptions and messages.

[HT00800]

cc @marcelsavegnago @WesleyOliveira98

image

  • Sequence in sale.order
  • Sequence in crm.leader
  • Wizard possibility Create/Select to Analytic Account before New Quotation
  • Project assumes the same name as the sale.order, removing the SO prefix
  • Changes to include Partial CRM (related to Rodrigo Rameh modifications)

@kaynnan kaynnan force-pushed the 14.0-add-epa_sale_crm_custom branch 8 times, most recently from 6b3cd8c to 1ad9cd7 Compare September 24, 2024 20:22
@kaynnan kaynnan changed the title [14.0][WIP] epa_sale_crm_custom: add new module [14.0][ADD] epa_sale_crm_custom: add new module Sep 24, 2024
@kaynnan kaynnan added the 14.0 label Sep 24, 2024
@kaynnan kaynnan marked this pull request as ready for review September 24, 2024 20:23
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@WesleyOliveira98 WesleyOliveira98 left a comment

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LGTM

@marcelsavegnago
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podemos mesclar ?

@kaynnan
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kaynnan commented Oct 7, 2024

podemos mesclar ?

Por momento acredito que sim, estamos aguardando o cliente retornar das ferias para apresentar, mas qualquer mudança abro uma nova PR, por momento, mantem somente na Staging

@kaynnan kaynnan force-pushed the 14.0-add-epa_sale_crm_custom branch from 14f18eb to 5f4db08 Compare October 23, 2024 18:06
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LGTM

@kaynnan kaynnan force-pushed the 14.0-add-epa_sale_crm_custom branch 2 times, most recently from 2a2de78 to d54ca5b Compare October 30, 2024 13:01
@kaynnan kaynnan force-pushed the 14.0-add-epa_sale_crm_custom branch 2 times, most recently from 1c7d527 to 31140c3 Compare December 2, 2024 13:53
@kaynnan kaynnan force-pushed the 14.0-add-epa_sale_crm_custom branch from 31140c3 to 3a70881 Compare December 2, 2024 18:07
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LGTM

@marcelsavegnago marcelsavegnago merged commit 80ba46e into 14.0 Dec 2, 2024
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@marcelsavegnago marcelsavegnago deleted the 14.0-add-epa_sale_crm_custom branch December 2, 2024 21:25
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3 participants