[MIG] marketing_crm_partner: Migration to 17.0

marketing_crm_partner/README.rst

@@ -40,18 +40,27 @@ automatically when the partner is created from a lead/opportunity.
 Usage
 =====
 
-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.
+To use this module, here are the steps:
+
+1.  If you don't have the "Leads" tab at the top menu in the crm app, go
+    to **Settings > CRM** and check the box **Leads**.
+2.  Go to **CRM > Leads > Create**.
+3.  Fill the required fields.
+4.  Go to **Extra Info > Marketing** and fill those fields: |lead view|
+5.  **Save**.
+6.  Click **Convert to Opportunity**.
+7.  Choose the option **Customer > Create a new customer**. |choose
+    customer|
+8.  Click **Create Opportunity**.
+9.  Click on the name of the newly linked partner. |new linked partner|
+10. Go to tab **Sales & Purchases**.
+11. There you have the new fulfilled fields in the marketing section.
+    |partner marketing|
+
+.. |lead view| image:: https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/lead_marketing.drawio.svg
+.. |choose customer| image:: https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/lead_customer.drawio.svg
+.. |new linked partner| image:: https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/partner.drawio.svg
+.. |partner marketing| image:: https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/partner_marketing.drawio.svg
 
 Bug Tracker
 ===========

marketing_crm_partner/__manifest__.py

@@ -6,7 +6,7 @@
 {
     "name": "Tracking Fields in Partners",
     "summary": "Copy tracking fields from leads to partners",
-    "version": "16.0.1.0.0",
+    "version": "17.0.1.0.0",
     "category": "Marketing",
     "website": "https://github.com/OCA/crm",
     "author": "Tecnativa, Odoo Community Association (OCA)",

marketing_crm_partner/readme/USAGE.md

@@ -1,12 +1,17 @@
-To use this module, you need to:
+To use this module, here are the steps:
 
-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.
+1. If you don't have the "Leads" tab at the top menu in the crm app, go to **Settings \> CRM** and check the box **Leads**.
+2.  Go to **CRM \> Leads \> Create**.
+3.  Fill the required fields.
+4.  Go to **Extra Info \> Marketing** and fill those fields:
+    ![lead view](../static/description/lead_marketing.drawio.svg)
+5.  **Save**.
+6.  Click **Convert to Opportunity**.
+7.  Choose the option **Customer \> Create a new customer**.
+    ![choose customer](../static/description/lead_customer.drawio.svg)
+8.  Click **Create Opportunity**.
+9.  Click on the name of the newly linked partner.
+    ![new linked partner](../static/description/partner.drawio.svg)
+10.  Go to tab **Sales & Purchases**.
+11. There you have the new fulfilled fields in the marketing section.
+    ![partner marketing](../static/description/partner_marketing.drawio.svg)

marketing_crm_partner/static/description/index.html

@@ -388,18 +388,21 @@ <h1 class="title">Tracking Fields in Partners</h1>
 </div>
 <div class="section" id="usage">
 <h1><a class="toc-backref" href="#toc-entry-1">Usage</a></h1>
-<p>To use this module, you need to:</p>
+<p>To use this module, here are the steps:</p>
 <ol class="arabic simple">
+<li>If you don’t have the “Leads” tab at the top menu in the crm app, go
+to <strong>Settings &gt; CRM</strong> and check the box <strong>Leads</strong>.</li>
 <li>Go to <strong>CRM &gt; Leads &gt; Create</strong>.</li>
 <li>Fill the required fields.</li>
-<li>Go to <strong>Extra Info &gt; Tracking</strong> and fill those 3 fields.</li>
+<li>Go to <strong>Extra Info &gt; Marketing</strong> and fill those fields: <object data="https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/lead_marketing.drawio.svg" type="image/svg+xml">lead view</object></li>
 <li><strong>Save</strong>.</li>
-<li><strong>Convert to Opportunity</strong>.</li>
-<li>Choose the option <strong>Customer &gt; Create a new customer</strong>.</li>
-<li><strong>Create Opportunity</strong>.</li>
-<li>Click on the name of the newly linked partner.</li>
+<li>Click <strong>Convert to Opportunity</strong>.</li>
+<li>Choose the option <strong>Customer &gt; Create a new customer</strong>. <object data="https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/lead_customer.drawio.svg" type="image/svg+xml">choose customer</object></li>
+<li>Click <strong>Create Opportunity</strong>.</li>
+<li>Click on the name of the newly linked partner. <object data="https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/partner.drawio.svg" type="image/svg+xml">new linked partner</object></li>
 <li>Go to tab <strong>Sales &amp; Purchases</strong>.</li>
-<li>There you have the new fulfilled fields.</li>
+<li>There you have the new fulfilled fields in the marketing section.
+<object data="https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/partner_marketing.drawio.svg" type="image/svg+xml">partner marketing</object></li>
 </ol>
 </div>
 <div class="section" id="bug-tracker">

marketing_crm_partner/views/res_partner_view.xml

@@ -23,9 +23,9 @@
         <field name="inherit_id" ref="base.view_partner_tree" />
         <field name="arch" type="xml">
             <xpath expr="/tree">
-                <field name="medium_id" invisible="True" />
-                <field name="campaign_id" invisible="True" />
-                <field name="source_id" invisible="True" />
+                <field name="medium_id" column_invisible="True" />
+                <field name="campaign_id" column_invisible="True" />
+                <field name="source_id" column_invisible="True" />
             </xpath>
         </field>
     </record>