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[ADD] sale_crm_recurring_activities
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‎sale_crm_recurring_activities/README.rst‎

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.. image:: https://odoo-community.org/readme-banner-image
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:target: https://odoo-community.org/get-involved?utm_source=readme
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:alt: Odoo Community Association
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=============================
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Sale CRM recurring activities
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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: sha256:19ba3dbbaf601ea67ce4090c3d4ca863b9caa301d8219d0b8759e03f46e5f1ec
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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/license-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-OCA%2Fcrm-lightgray.png?logo=github
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:target: https://github.com/OCA/crm/tree/16.0/sale_crm_recurring_activities
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:alt: OCA/crm
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.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
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:target: https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-sale_crm_recurring_activities
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:alt: Translate me on Weblate
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.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
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:target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=16.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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This module adds a table that allows you to program Recurring Activities
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linked to Opportunities. It is possible to change the activity type, the
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assigned user, the summary, the note and the scheduled Days. These
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Activities will be activated when a Quotation linked to the opportunity
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is confirmed.
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**Table of contents**
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.. contents::
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:local:
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/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/OCA/crm/issues/new?body=module:%20sale_crm_recurring_activities%0Aversion:%2016.0%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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* PyTech SRL
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Contributors
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------------
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- `PyTech SRL <https://pytech.it>`__:
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- Alessandro Pecchini <alessandro.pecchini@pytech.it>
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Maintainers
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-----------
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This module is maintained by the OCA.
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.. image:: https://odoo-community.org/logo.png
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:alt: Odoo Community Association
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:target: https://odoo-community.org
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OCA, or the Odoo Community Association, is a nonprofit organization whose
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mission is to support the collaborative development of Odoo features and
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promote its widespread use.
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This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/16.0/sale_crm_recurring_activities>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

‎sale_crm_recurring_activities/__init__.py‎

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from . import models

‎sale_crm_recurring_activities/__manifest__.py‎

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{
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"name": "Sale CRM recurring activities",
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"summary": """
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Add recurring activities to opportunity after quotation has been confirmed
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""",
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"author": "PyTech SRL, Odoo Community Association (OCA)",
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"license": "AGPL-3",
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"website": "https://github.com/OCA/crm",
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"category": "Hidden",
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"version": "16.0.1.0.0",
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"depends": [
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"html_text",
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"sale_crm",
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],
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"data": [
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"security/ir.model.access.csv",
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"security/ir_rules.xml",
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"views/crm_recurring_activity_views.xml",
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],
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"installable": True,
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}

‎sale_crm_recurring_activities/models/__init__.py‎

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from . import crm_recurring_activity
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from . import res_company
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from . import sale_order

‎sale_crm_recurring_activities/models/crm_recurring_activity.py‎

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from odoo import _, api, fields, models
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from odoo.exceptions import ValidationError
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class CrmRecurringActivity(models.Model):
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_name = "crm.recurring.activity"
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_description = "CRM Recurring activity"
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company_id = fields.Many2one(
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comodel_name="res.company",
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default=lambda self: self.env.company.id,
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required=True,
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)
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activity_type_id = fields.Many2one(
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"mail.activity.type",
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ondelete="restrict",
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domain="[('res_model', 'in', [False, 'crm.lead'])]",
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)
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user_id = fields.Many2one(
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"res.users",
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string="Assigned to",
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required=True,
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)
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summary = fields.Char(
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compute="_compute_on_activity_type_id",
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store=True,
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readonly=False,
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)
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note = fields.Html(
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sanitize_style=True,
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compute="_compute_on_activity_type_id",
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store=True,
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readonly=False,
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)
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scheduled_days = fields.Integer()
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@api.constrains("user_id", "company_id")
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def _check_user_id(self):
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for rec in self:
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user = rec.user_id
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company = rec.company_id
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if not user or not company:
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continue
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if not user.active or user.share:
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raise ValidationError(
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_(
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"You can only assign recurring activities "
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"to active internal users."
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)
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)
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if company not in user.company_ids:
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raise ValidationError(
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_(
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"Assigned user %(user)s "
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"does not have access to company: %(company)s.",
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user=user.display_name,
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company=company.display_name,
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)
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)
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if not self.env.user.has_group("sales_team.group_sale_salesman"):
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raise ValidationError(
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_("The user does not have permission to use the CRM app")
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)
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@api.depends("activity_type_id")
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def _compute_on_activity_type_id(self):
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for activity in self:
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if activity.activity_type_id:
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if activity.activity_type_id.summary:
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activity.summary = self.activity_type_id.summary
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if activity.activity_type_id.default_note:
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activity.note = self.activity_type_id.default_note

‎sale_crm_recurring_activities/models/res_company.py‎

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from odoo import fields, models
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class ResCompany(models.Model):
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_inherit = "res.company"
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crm_recurring_activity_ids = fields.One2many(
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"crm.recurring.activity",
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"company_id",
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string="Recurring Activities",
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)

‎sale_crm_recurring_activities/models/sale_order.py‎

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from datetime import timedelta
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from odoo import fields, models
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class SaleOrder(models.Model):
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_inherit = "sale.order"
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def action_confirm(self):
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for order in self:
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crm_opportunity = order.opportunity_id
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if not crm_opportunity:
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continue
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activities = order.sudo().company_id.crm_recurring_activity_ids
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for item in activities:
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crm_opportunity.activity_schedule(
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date_deadline=fields.Date.today()
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+ timedelta(days=item.scheduled_days),
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summary=item.summary,
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note=item.note,
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activity_type_id=item.activity_type_id.id,
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user_id=item.user_id.id,
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)
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return super().action_confirm()

‎sale_crm_recurring_activities/readme/CONTRIBUTORS.md‎

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- [PyTech SRL](https://pytech.it):
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- Alessandro Pecchini \<<alessandro.pecchini@pytech.it>\>

‎sale_crm_recurring_activities/readme/DESCRIPTION.md‎

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This module adds a table that allows you to program Recurring Activities linked to
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Opportunities. It is possible to change the activity type, the assigned user, the
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summary, the note and the scheduled Days. These Activities will be activated when a
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Quotation linked to the opportunity is confirmed.

‎sale_crm_recurring_activities/security/ir.model.access.csv‎

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id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
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access_crm_recurring_activity_admin,access.crm.recurring.activity,model_crm_recurring_activity,sales_team.group_sale_manager,1,1,1,1

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