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[16.0][MIG] crm_lead_product: Migration to 16.0 #552

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e1b2eab
[12.0][ADD] Add new module crm_lead_product
AdriaGForgeFlow Nov 28, 2018
72400a6
[UPD] README.rst
OCA-git-bot Jan 24, 2019
fcffd77
[UPD] Update crm_lead_product.pot
oca-travis Jan 24, 2019
738a930
Added translation using Weblate (Spanish)
mvrodriguez Feb 4, 2019
362a9c8
Translated using Weblate (Spanish)
mvrodriguez Feb 4, 2019
e7632dc
[UPD] README.rst
OCA-git-bot Jul 29, 2019
46f28b9
Added translation using Weblate (Catalan)
CarlesAntoli Dec 27, 2019
1df8382
Added translation using Weblate (Catalan)
CarlesAntoli Dec 27, 2019
a542660
Translated using Weblate (Catalan)
CarlesAntoli Dec 27, 2019
6fcc0a8
[IMP] crm_lead_product: black, isort
JoanSForgeFlow Jan 8, 2020
f8456aa
[MIG] crm_lead_product: Migration to 13.0
JoanSForgeFlow Jan 9, 2020
501f210
[13.0][FIX] crm_lead_product:
JoanSForgeFlow Jan 9, 2020
d51bf4f
[UPD] Update crm_lead_product.pot
oca-travis Feb 27, 2020
996de2d
[UPD] README.rst
OCA-git-bot Feb 27, 2020
557c4c4
Update translation files
oca-transbot Mar 2, 2020
3705bf1
pre-commit update
OCA-git-bot Mar 14, 2020
3b19efe
[FIX] Clean up license links
skeller1 May 13, 2020
98c172b
[DCK] crm_claim: Add website key
victoralmau Sep 6, 2022
94362bd
crm_lead_product 13.0.1.0.1
OCA-git-bot Sep 6, 2022
3f368c0
Added translation using Weblate (Italian)
mymage Jun 14, 2023
374aea3
Translated using Weblate (Italian)
mymage Jun 20, 2023
0579489
Translated using Weblate (Italian)
mymage Jun 21, 2023
d0e9f6e
[UPD] README.rst
OCA-git-bot Sep 3, 2023
ec2d58c
Update translation files
weblate Oct 10, 2023
0cefd4c
[IMP] crm_lead_product: pre-commit stuff
Loregs2 Feb 29, 2024
d7743f8
[16.0][MIG] crm_lead_product: migration to 16.0
Loregs2 Mar 1, 2024
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99 changes: 99 additions & 0 deletions crm_lead_product/README.rst
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=================
Lead Line Product
=================

..
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
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!! source digest: sha256:f9edc1580999285c8e5fdd6beb4f3cb49674a14f458cded18588854baea361fc
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |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-LGPL--3-blue.png
:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
:alt: License: LGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github
:target: https://github.com/OCA/crm/tree/16.0/crm_lead_product
: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-crm_lead_product
: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
:alt: Try me on Runboat

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


This module allows the user to link multiple products, product categories or product templates to a lead or an opportunity
in order to be able to do a product demand forecasting taking into account the leads and opportunities defined in odoo.
Included in the product line there are two computed fields, the planned revenue and expected revenue. On one hand, the
planned revenue is computed as the selling price times the quantity. On the other hand, the expected revenue takes into account
the probability of the opportunity and is computed as the planned revenue times the probability.

The module also includes a reporting section where the user can easily see in a pivot and graph view the relationship
between products, stage of the lead/opportunity and the planned or expected revenue for that product.

**Table of contents**

.. contents::
:local:

Configuration
=============


To configure this module to be available for the Leads the user needs to activate the Leads option in CRM settings

Usage
=====


* Go to menu **CRM > Lead** and create or edit a Lead adding all the products associated to it.
* Go to menu **CRM > My Pipeline** and create or edit an Opportunity adding all the products associated to it.
* Go to menu **CRM > Reporting > Pipeline by Product** to run the report that relates product to planned and expected revenue per stage

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:%20crm_lead_product%0Aversion:%2016.0%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
~~~~~~~

* ForgeFlow

Contributors
~~~~~~~~~~~~


* Adria Gil Sorribes <adria.gil@forgeflow.com>

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/crm <https://github.com/OCA/crm/tree/16.0/crm_lead_product>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
4 changes: 4 additions & 0 deletions crm_lead_product/__init__.py
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# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).

from . import models
from . import report
21 changes: 21 additions & 0 deletions crm_lead_product/__manifest__.py
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# Copyright (C) 2017-19 ForgeFlow S.L. (https://www.forgeflow.com).
# License LGPL-3.0 or later (https://www.gnu.org/licenses/lgpl).

{
"name": "Lead Line Product",
"version": "16.0.1.0.0",
"category": "Customer Relationship Management",
"license": "LGPL-3",
"summary": "Adds a lead line in the lead/opportunity model " "in odoo",
"author": "ForgeFlow, Odoo Community Association (OCA)",
"website": "https://github.com/OCA/crm",
"depends": ["crm", "product"],
"data": [
"security/ir.model.access.csv",
"views/crm_lead_views.xml",
"views/crm_lead_line_views.xml",
"report/crm_product_report_views.xml",
],
"installable": True,
"auto_install": False,
}