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[IMP] marketing_crm_partner: black, isort, prettier
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@@ -17,20 +17,20 @@ Tracking Fields in Partners | |
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github | ||
:target: https://github.com/OCA/crm/tree/16.0/marketing_crm_partner | ||
:target: https://github.com/OCA/crm/tree/17.0/marketing_crm_partner | ||
:alt: OCA/crm | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-marketing_crm_partner | ||
:target: https://translation.odoo-community.org/projects/crm-17-0/crm-17-0-marketing_crm_partner | ||
: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/crm&target_branch=16.0 | ||
:target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=17.0 | ||
:alt: Try me on Runboat | ||
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||
|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This module extends the functionality of the CRM to support having the tracking | ||
fields available in the partner and copy them there automatically when the | ||
partner is created from a lead/opportunity. | ||
This module extends the functionality of the CRM to support having the | ||
tracking fields available in the partner and copy them there | ||
automatically when the partner is created from a lead/opportunity. | ||
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||
**Table of contents** | ||
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|
@@ -42,50 +42,50 @@ Usage | |
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To use this module, you need to: | ||
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||
#. Go to **CRM > Leads > Create**. | ||
#. Fill the required fields. | ||
#. Go to **Extra Info > Tracking** and fill those 3 fields. | ||
#. **Save**. | ||
#. **Convert to Opportunity**. | ||
#. Choose the option **Customer > Create a new customer**. | ||
#. **Create Opportunity**. | ||
#. Click on the name of the newly linked partner. | ||
#. Go to tab **Sales & Purchases**. | ||
#. There you have the new fulfilled fields. | ||
1. Go to **CRM > Leads > Create**. | ||
2. Fill the required fields. | ||
3. Go to **Extra Info > Tracking** and fill those 3 fields. | ||
4. **Save**. | ||
5. **Convert to Opportunity**. | ||
6. Choose the option **Customer > Create a new customer**. | ||
7. **Create Opportunity**. | ||
8. Click on the name of the newly linked partner. | ||
9. Go to tab **Sales & Purchases**. | ||
10. There you have the new fulfilled fields. | ||
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||
Bug Tracker | ||
=========== | ||
|
||
Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/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/crm/issues/new?body=module:%20marketing_crm_partner%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
`feedback <https://github.com/OCA/crm/issues/new?body=module:%20marketing_crm_partner%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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* Tecnativa | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
------------ | ||
|
||
* `Tecnativa <https://www.tecnativa.com>`__: | ||
- `Tecnativa <https://www.tecnativa.com>`__: | ||
|
||
* Rafael Blasco <[email protected]> | ||
* Jairo Llopis <[email protected]> | ||
* Vicent Cubells <[email protected]> | ||
* David Vidal <[email protected]> | ||
* Cristina Martin R. <[email protected]> | ||
* Marcel Savegnago <[email protected]> | ||
* Ahmet Yiğit Budak <[email protected]> | ||
- Rafael Blasco <[email protected]> | ||
- Jairo Llopis <[email protected]> | ||
- Vicent Cubells <[email protected]> | ||
- David Vidal <[email protected]> | ||
- Cristina Martin R. <[email protected]> | ||
- Marcel Savegnago <[email protected]> | ||
- Ahmet Yiğit Budak <[email protected]> | ||
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Maintainers | ||
~~~~~~~~~~~ | ||
----------- | ||
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||
This module is maintained by the OCA. | ||
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|
@@ -97,6 +97,6 @@ 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/crm <https://github.com/OCA/crm/tree/16.0/marketing_crm_partner>`_ project on GitHub. | ||
This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/17.0/marketing_crm_partner>`_ 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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[build-system] | ||
requires = ["whool"] | ||
build-backend = "whool.buildapi" |
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- [Tecnativa](https://www.tecnativa.com): | ||
- Rafael Blasco \<<[email protected]>\> | ||
- Jairo Llopis \<<[email protected]>\> | ||
- Vicent Cubells \<<[email protected]>\> | ||
- David Vidal \<<[email protected]>\> | ||
- Cristina Martin R. \<<[email protected]>\> | ||
- Marcel Savegnago \<<[email protected]>\> | ||
- Ahmet Yiğit Budak \<<[email protected]>\> |
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This module extends the functionality of the CRM to support having the | ||
tracking fields available in the partner and copy them there | ||
automatically when the partner is created from a lead/opportunity. |
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To use this module, you need to: | ||
|
||
1. Go to **CRM \> Leads \> Create**. | ||
2. Fill the required fields. | ||
3. Go to **Extra Info \> Tracking** and fill those 3 fields. | ||
4. **Save**. | ||
5. **Convert to Opportunity**. | ||
6. Choose the option **Customer \> Create a new customer**. | ||
7. **Create Opportunity**. | ||
8. Click on the name of the newly linked partner. | ||
9. Go to tab **Sales & Purchases**. | ||
10. There you have the new fulfilled fields. |
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<?xml version="1.0" encoding="utf-8" ?> | ||
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"> | ||
<html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en"> | ||
<head> | ||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /> | ||
<meta name="generator" content="Docutils: http://docutils.sourceforge.net/" /> | ||
<meta name="generator" content="Docutils: https://docutils.sourceforge.io/" /> | ||
<title>Tracking Fields in Partners</title> | ||
<style type="text/css"> | ||
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/* | ||
:Author: David Goodger ([email protected]) | ||
:Id: $Id: html4css1.css 7952 2016-07-26 18:15:59Z milde $ | ||
:Id: $Id: html4css1.css 9511 2024-01-13 09:50:07Z milde $ | ||
:Copyright: This stylesheet has been placed in the public domain. | ||
Default cascading style sheet for the HTML output of Docutils. | ||
Despite the name, some widely supported CSS2 features are used. | ||
See http://docutils.sf.net/docs/howto/html-stylesheets.html for how to | ||
See https://docutils.sourceforge.io/docs/howto/html-stylesheets.html for how to | ||
customize this style sheet. | ||
*/ | ||
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margin-left: 2em ; | ||
margin-right: 2em } | ||
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pre.code .ln { color: grey; } /* line numbers */ | ||
pre.code .ln { color: gray; } /* line numbers */ | ||
pre.code, code { background-color: #eeeeee } | ||
pre.code .comment, code .comment { color: #5C6576 } | ||
pre.code .keyword, code .keyword { color: #3B0D06; font-weight: bold } | ||
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span.pre { | ||
white-space: pre } | ||
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span.problematic { | ||
span.problematic, pre.problematic { | ||
color: red } | ||
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span.section-subtitle { | ||
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@@ -369,25 +369,25 @@ <h1 class="title">Tracking Fields in Partners</h1> | |
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:8c7944e9cbd4ae7af3477648c31f4c5fe81bd9f68d7fcd6a7853528edec60887 | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --> | ||
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/crm/tree/16.0/marketing_crm_partner"><img alt="OCA/crm" src="https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-marketing_crm_partner"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p> | ||
<p>This module extends the functionality of the CRM to support having the tracking | ||
fields available in the partner and copy them there automatically when the | ||
partner is created from a lead/opportunity.</p> | ||
<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/crm/tree/17.0/marketing_crm_partner"><img alt="OCA/crm" src="https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/crm-17-0/crm-17-0-marketing_crm_partner"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p> | ||
<p>This module extends the functionality of the CRM to support having the | ||
tracking fields available in the partner and copy them there | ||
automatically when the partner is created from a lead/opportunity.</p> | ||
<p><strong>Table of contents</strong></p> | ||
<div class="contents local topic" id="contents"> | ||
<ul class="simple"> | ||
<li><a class="reference internal" href="#usage" id="id1">Usage</a></li> | ||
<li><a class="reference internal" href="#bug-tracker" id="id2">Bug Tracker</a></li> | ||
<li><a class="reference internal" href="#credits" id="id3">Credits</a><ul> | ||
<li><a class="reference internal" href="#authors" id="id4">Authors</a></li> | ||
<li><a class="reference internal" href="#contributors" id="id5">Contributors</a></li> | ||
<li><a class="reference internal" href="#maintainers" id="id6">Maintainers</a></li> | ||
<li><a class="reference internal" href="#usage" id="toc-entry-1">Usage</a></li> | ||
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-2">Bug Tracker</a></li> | ||
<li><a class="reference internal" href="#credits" id="toc-entry-3">Credits</a><ul> | ||
<li><a class="reference internal" href="#authors" id="toc-entry-4">Authors</a></li> | ||
<li><a class="reference internal" href="#contributors" id="toc-entry-5">Contributors</a></li> | ||
<li><a class="reference internal" href="#maintainers" id="toc-entry-6">Maintainers</a></li> | ||
</ul> | ||
</li> | ||
</ul> | ||
</div> | ||
<div class="section" id="usage"> | ||
<h1><a class="toc-backref" href="#id1">Usage</a></h1> | ||
<h1><a class="toc-backref" href="#toc-entry-1">Usage</a></h1> | ||
<p>To use this module, you need to:</p> | ||
<ol class="arabic simple"> | ||
<li>Go to <strong>CRM > Leads > Create</strong>.</li> | ||
|
@@ -403,23 +403,23 @@ <h1><a class="toc-backref" href="#id1">Usage</a></h1> | |
</ol> | ||
</div> | ||
<div class="section" id="bug-tracker"> | ||
<h1><a class="toc-backref" href="#id2">Bug Tracker</a></h1> | ||
<h1><a class="toc-backref" href="#toc-entry-2">Bug Tracker</a></h1> | ||
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/crm/issues">GitHub Issues</a>. | ||
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 | ||
<a class="reference external" href="https://github.com/OCA/crm/issues/new?body=module:%20marketing_crm_partner%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> | ||
<a class="reference external" href="https://github.com/OCA/crm/issues/new?body=module:%20marketing_crm_partner%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> | ||
<p>Do not contact contributors directly about support or help with technical issues.</p> | ||
</div> | ||
<div class="section" id="credits"> | ||
<h1><a class="toc-backref" href="#id3">Credits</a></h1> | ||
<h1><a class="toc-backref" href="#toc-entry-3">Credits</a></h1> | ||
<div class="section" id="authors"> | ||
<h2><a class="toc-backref" href="#id4">Authors</a></h2> | ||
<h2><a class="toc-backref" href="#toc-entry-4">Authors</a></h2> | ||
<ul class="simple"> | ||
<li>Tecnativa</li> | ||
</ul> | ||
</div> | ||
<div class="section" id="contributors"> | ||
<h2><a class="toc-backref" href="#id5">Contributors</a></h2> | ||
<h2><a class="toc-backref" href="#toc-entry-5">Contributors</a></h2> | ||
<ul class="simple"> | ||
<li><a class="reference external" href="https://www.tecnativa.com">Tecnativa</a>:<ul> | ||
<li>Rafael Blasco <<a class="reference external" href="mailto:rafael.blasco@tecnativa.com">rafael.blasco@tecnativa.com</a>></li> | ||
|
@@ -434,13 +434,15 @@ <h2><a class="toc-backref" href="#id5">Contributors</a></h2> | |
</ul> | ||
</div> | ||
<div class="section" id="maintainers"> | ||
<h2><a class="toc-backref" href="#id6">Maintainers</a></h2> | ||
<h2><a class="toc-backref" href="#toc-entry-6">Maintainers</a></h2> | ||
<p>This module is maintained by the OCA.</p> | ||
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> | ||
<a class="reference external image-reference" href="https://odoo-community.org"> | ||
<img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /> | ||
</a> | ||
<p>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.</p> | ||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/crm/tree/16.0/marketing_crm_partner">OCA/crm</a> project on GitHub.</p> | ||
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/crm/tree/17.0/marketing_crm_partner">OCA/crm</a> project on GitHub.</p> | ||
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p> | ||
</div> | ||
</div> | ||
|