Merge pull request #73 from Escodoo/14.0-add-epa_sale_crm_custom

[14.0][ADD] epa_sale_crm_custom: add new module

epa_sale_crm_custom/README.rst

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+===================
+EPA Sale CRM Custom
+===================
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:e397e98a5d66226ddcec6ee7e37e5a1675c749dfde32fab85566baf2e92d083e
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+
+.. |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-AGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+    :alt: License: AGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-Escodoo%2Fepa--addons-lightgray.png?logo=github
+    :target: https://github.com/Escodoo/epa-addons/tree/14.0/epa_sale_crm_custom
+    :alt: Escodoo/epa-addons
+
+|badge1| |badge2| |badge3|
+
+This module extends the standard functionality of Odoo's CRM, Sales Order and Project Category modules. Key features include:
+
+1. **Codename generation for leads**: Automatically generate lead names using a sequence and the codename field.
+2. **Criteria field validation**: When moving leads to certain stages, required criteria fields must be completed, ensuring the opportunity is fully qualified.
+3. **Analytic account linking**: For each lead, an analytic account can be created or linked, simplifying financial tracking of proposals.
+4. **Attachment management in Sales Orders**: Documents can be attached to leads and sales orders for better record-keeping and client communication.
+
+**Key Features**:
+- Mandatory criteria validation for certain stages in CRM.
+- Simplified financial tracking by linking leads to analytic accounts.
+- Ability to attach supporting documents to both leads and sales orders.
+
+These enhancements ensure that all critical information is filled out before advancing leads and streamline the sales approval process by including financial and documentation support.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+This module requires a few configurations to ensure smooth operation:
+
+1. Navigate to **CRM > Settings**.
+2. Enable the option **Validate Criteria Fields** in CRM stages. This ensures that when moving a lead to a particular stage, all criteria fields must be filled in.
+3. For each opportunity, ensure that an analytic account is either created or linked. This allows for financial tracking of proposals.
+4. In the Sales Order configuration, you can allow attachments for additional documentation to support the lead or sales process.
+
+Usage
+=====
+
+This module enhances the workflow in CRM and Sales by adding features like criteria validation and analytic account linkage.
+
+**Create a lead with codename**
+
+1. Navigate to the CRM and create a new lead.
+2. Fill in the **Codename** field, which is mandatory.
+3. The lead name will be automatically generated based on the sequence and the codename.
+4. Move the lead to the next stage as per your workflow. Some stages may require all criteria fields to be filled before proceeding.
+
+**Work with criteria fields**
+
+- While managing leads, the following criteria fields will be validated before you can move the lead to the next stage (if configured):
+  * **Interesting Client**: Indicates if the client is interesting.
+  * **Adequate Documentation**: Ensures documentation is present.
+  * **Appropriate Equipment**: Confirms equipment availability.
+  * **Financial Viability**: Confirms financial feasibility.
+  * **Technological Risks**: Checks if risks are acceptable.
+
+**Generate a Quotation**
+
+1. After qualifying the lead, generate a quotation.
+2. If no analytic account is linked to the lead, a wizard will appear, allowing you to create or associate an analytic account.
+3. Once the account is linked, the quotation can proceed.
+
+**Manage Sales Order Attachments**
+
+1. When creating a sales order, attach relevant documents such as PDFs or URLs to support your proposal or sale.
+2. These attachments can be linked to both the lead and the sales order for tracking purposes.
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/Escodoo/epa-addons/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/Escodoo/epa-addons/issues/new?body=module:%20epa_sale_crm_custom%0Aversion:%2014.0%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
+~~~~~~~
+
+* Escodoo
+
+Contributors
+~~~~~~~~~~~~
+
+* `Escodoo <https://escodoo.com.br>`_:
+
+  * Marcel Savegnago <[email protected]>
+  * Kaynnan Lemes <[email protected]>
+  * Wesley Oliveira <[email protected]>
+
+Maintainers
+~~~~~~~~~~~
+
+This module is part of the `Escodoo/epa-addons <https://github.com/Escodoo/epa-addons/tree/14.0/epa_sale_crm_custom>`_ project on GitHub.
+
+You are welcome to contribute.

epa_sale_crm_custom/__init__.py

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+from . import models
+from . import wizard

epa_sale_crm_custom/__manifest__.py

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+# Copyright 2024 - TODAY, Escodoo
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+{
+    "name": "EPA Sale CRM Custom",
+    "version": "14.0.1.0.0",
+    "license": "AGPL-3",
+    "author": "Escodoo",
+    "website": "https://github.com/Escodoo/epa-addons",
+    "depends": ["sale_crm", "project_category"],
+    "data": [
+        "data/sequence.xml",
+        "security/ir.model.access.csv",
+        "views/crm_stage.xml",
+        "views/crm_lead.xml",
+        "wizard/crm_lead_analytic_account_wizard.xml",
+    ],
+}

epa_sale_crm_custom/data/sequence.xml

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+<?xml version="1.0" encoding="utf-8" ?>
+<!-- Copyright 2024 - TODAY, Kaynnan Lemes <[email protected]>
+     License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). -->
+<odoo noupdate="True">
+    <record id="seq_epa_sale_order_custom_lead" model="ir.sequence">
+        <field name="name">Custom CRM Lead Sequence (in epa_sale_crm_custom)</field>
+        <field name="code">crm.lead</field>
+        <field name="prefix">SO-%(y)s-</field>
+        <field name="padding">4</field>
+        <field name="number_next">1000</field>
+        <field name="number_increment">1</field>
+    </record>
+</odoo>