[18.0][MIG] crm_salesperson_planner: Migration to 18.0 + Test Coverage 93.50%

crm_salesperson_planner/README.rst

@@ -1,7 +1,3 @@
-.. image:: https://odoo-community.org/readme-banner-image
-   :target: https://odoo-community.org/get-involved?utm_source=readme
-   :alt: Odoo Community Association
-
 =======================
 Crm Salesperson Planner
 =======================
@@ -11,13 +7,13 @@ Crm Salesperson Planner
    !! This file is generated by oca-gen-addon-readme !!
    !! changes will be overwritten.                   !!
    !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
-   !! source digest: sha256:f1b722670bd496e4b778024da1edf1cf0acba510f3cbf830331f438b3e1f2dc2
+   !! source digest: sha256:cd7e659bf93da7bd1619470b56609f64f8f73b1851875ee485e4198d83737a99
    !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
 
 .. |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/license-AGPL--3-blue.png
+.. |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-OCA%2Fcrm-lightgray.png?logo=github
@@ -34,17 +30,14 @@ Crm Salesperson Planner
 
 This application allows you to track and schedule salespeople visits to
 your customers, allowing you to determine which opportunities are going
-to be dealt on each visit.
-
-Visits create an all-day event in the calendar and they can be easily
-rescheduled. Visits can be automatically created from a template, in
-which it is possible to select the frequency of visits, as well as the
-start and end dates. The last visit can also be calculated by selecting
-the total number of repetitions.
-
-This module creates a cron job that generates visits from templates, but
-an option to create them manually is available from the template form
-view when the template is validated.
+to be dealt on each visit. Visits create an all day event in calendar,
+and they can be easily rescheduled. Visits can be automatically created
+from a template, in which it is possible to select the frequency of
+visits, as well as the start and end dates. The last visit can also be
+calculated by selecting the total number of repetitions. This module
+creates a cron that generates visits from templates, but an option to
+create them manually is available from the template form view when the
+template is validated.
 
 **Table of contents**
 
@@ -62,18 +55,15 @@ To configure this module, you need to:
 Usage
 =====
 
-1. Go to **CRM > Salesperson Planner > My Visits** or **All Visits**.
-2. Create a new visit.
-3. Or go to **CRM > Salesperson Planner > Visit Templates** and create a
-   new recurring template to create periodical visits.
-4. For templates, select a Start Date.
-5. Set either a total number of repetitions or an End Date to calculate
-   the last repetition.
-6. To reschedule a validated visit, either:
-
-   - Change the date from the visit record.
-   - Change the date from the calendar event automatically created for
-     the visit.
+Go to new menu **CRM > Salesperson Planner > My Visits or All Visits**
+and create a new visit. or Go to **CRM > Salesperson Planner > Visit
+Templates** and create a new recurring template for create periodical
+visits. In this case, it is necessary to select a start date. The date
+of the last repetition can be calculated by selection the total number
+of repetitions or an end date. There are two options available to
+reschedule visits that is already validated: \* Change the date from the
+visit. \* Change the date straight from the event automatically created
+in the calendar.
 
 Bug Tracker
 ===========
@@ -113,8 +103,6 @@ Contributors
 
   - Bernat Obrador <bobrador@apsl.net>
 
-- Heliconia Solutions Pvt. Ltd. <https://www.heliconia.io>
-
 Maintainers
 -----------
 

crm_salesperson_planner/__manifest__.py

@@ -2,7 +2,7 @@
 # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
 {
     "name": "Crm Salesperson Planner",
-    "version": "18.0.1.1.0",
+    "version": "18.0.1.0.0",
     "development_status": "Beta",
     "category": "Customer Relationship Management",
     "author": "Sygel Technology," "Odoo Community Association (OCA)",

crm_salesperson_planner/i18n/crm_salesperson_planner.pot

@@ -4,7 +4,7 @@
 #
 msgid ""
 msgstr ""
-"Project-Id-Version: Odoo Server 18.0\n"
+"Project-Id-Version: Odoo Server 17.0\n"
 "Report-Msgid-Bugs-To: \n"
 "Last-Translator: \n"
 "Language-Team: \n"
@@ -275,6 +275,7 @@ msgstr ""
 #. module: crm_salesperson_planner
 #. odoo-python
 #: code:addons/crm_salesperson_planner/models/calendar_event.py:0
+#, python-format
 msgid ""
 "Event %(event_name)s is related to salesperson visit %(partner_name)s. "
 "Cancel it to delete this event.\n"
@@ -572,6 +573,7 @@ msgstr ""
 #. odoo-python
 #: code:addons/crm_salesperson_planner/models/crm_salesperson_planner_visit_template.py:0
 #: code:addons/crm_salesperson_planner/tests/test_crm_salesperson_planner_visit.py:0
+#, python-format
 msgid "Only one customer is allowed"
 msgstr ""
 
@@ -834,36 +836,43 @@ msgstr ""
 #. module: crm_salesperson_planner
 #. odoo-python
 #: code:addons/crm_salesperson_planner/wizards/crm_salesperson_planner_visit_close_wiz.py:0
+#, python-format
 msgid "The close reason type haven't a function."
 msgstr ""
 
 #. module: crm_salesperson_planner
 #. odoo-python
 #: code:addons/crm_salesperson_planner/wizards/crm_salesperson_planner_visit_template_create.py:0
+#, python-format
 msgid "The date can't be earlier than today"
 msgstr ""
 
 #. module: crm_salesperson_planner
 #. odoo-python
 #: code:addons/crm_salesperson_planner/models/crm_salesperson_planner_visit.py:0
+#, python-format
 msgid "The visit must be in cancelled, incident or visited state"
 msgstr ""
 
 #. module: crm_salesperson_planner
 #. odoo-python
 #: code:addons/crm_salesperson_planner/models/crm_salesperson_planner_visit.py:0
+#, python-format
 msgid "The visit must be in confirmed state"
 msgstr ""
 
 #. module: crm_salesperson_planner
 #. odoo-python
 #: code:addons/crm_salesperson_planner/models/crm_salesperson_planner_visit.py:0
+#: code:addons/crm_salesperson_planner/models/crm_salesperson_planner_visit.py:0
+#, python-format
 msgid "The visit must be in draft or validated state"
 msgstr ""
 
 #. module: crm_salesperson_planner
 #. odoo-python
 #: code:addons/crm_salesperson_planner/models/crm_salesperson_planner_visit.py:0
+#, python-format
 msgid "The visit must be in draft state"
 msgstr ""
 
@@ -993,6 +1002,7 @@ msgstr ""
 #. module: crm_salesperson_planner
 #. odoo-python
 #: code:addons/crm_salesperson_planner/models/crm_salesperson_planner_visit.py:0
+#, python-format
 msgid "Visits must be in cancelled state"
 msgstr ""
 

crm_salesperson_planner/i18n/es.po

@@ -81,7 +81,6 @@ msgstr "Por dia"
 
 #. module: crm_salesperson_planner
 #: model:ir.actions.server,name:crm_salesperson_planner.ir_cron_create_visits_ir_actions_server
-#: model:ir.cron,cron_name:crm_salesperson_planner.ir_cron_create_visits
 msgid "CRM: Create salesperson visits"
 msgstr "CRM: Crear visitas comerciales"
 
@@ -145,6 +144,7 @@ msgstr "Compañía"
 
 #. module: crm_salesperson_planner
 #: model_terms:ir.ui.view,arch_db:crm_salesperson_planner.crm_salesperson_planner_visit_form_view
+#: model_terms:ir.ui.view,arch_db:crm_salesperson_planner.crm_salesperson_planner_visit_tree_view
 msgid "Confirm"
 msgstr "Confirmar"
 
@@ -249,13 +249,15 @@ msgstr "Nombre mostrado"
 #. module: crm_salesperson_planner
 #: model:ir.model.fields.selection,name:crm_salesperson_planner.selection__crm_salesperson_planner_visit_template__state__done
 #: model_terms:ir.ui.view,arch_db:crm_salesperson_planner.crm_salesperson_planner_visit_form_view
+#: model_terms:ir.ui.view,arch_db:crm_salesperson_planner.crm_salesperson_planner_visit_tree_view
 msgid "Done"
 msgstr "Hecho"
 
 #. module: crm_salesperson_planner
 #: model:ir.model.fields.selection,name:crm_salesperson_planner.selection__crm_salesperson_planner_visit__state__draft
 #: model:ir.model.fields.selection,name:crm_salesperson_planner.selection__crm_salesperson_planner_visit_template__state__draft
 #: model_terms:ir.ui.view,arch_db:crm_salesperson_planner.crm_salesperson_planner_visit_form_view
+#: model_terms:ir.ui.view,arch_db:crm_salesperson_planner.crm_salesperson_planner_visit_tree_view
 msgid "Draft"
 msgstr "Borrador"
 
@@ -412,15 +414,6 @@ msgstr "És seguidor"
 msgid "Last"
 msgstr "Último"
 
-#. module: crm_salesperson_planner
-#: model:ir.model.fields,field_description:crm_salesperson_planner.field_crm_salesperson_planner_visit____last_update
-#: model:ir.model.fields,field_description:crm_salesperson_planner.field_crm_salesperson_planner_visit_close_reason____last_update
-#: model:ir.model.fields,field_description:crm_salesperson_planner.field_crm_salesperson_planner_visit_close_wiz____last_update
-#: model:ir.model.fields,field_description:crm_salesperson_planner.field_crm_salesperson_planner_visit_template____last_update
-#: model:ir.model.fields,field_description:crm_salesperson_planner.field_crm_salesperson_planner_visit_template_create____last_update
-msgid "Last Modified on"
-msgstr "Última modificación el"
-
 #. module: crm_salesperson_planner
 #: model:ir.model.fields,field_description:crm_salesperson_planner.field_crm_salesperson_planner_visit__write_uid
 #: model:ir.model.fields,field_description:crm_salesperson_planner.field_crm_salesperson_planner_visit_close_reason__write_uid
@@ -459,12 +452,6 @@ msgstr "Iniciativa/Oportunidad"
 msgid "Let the event automatically repeat at that interval"
 msgstr "Permite que el evento se repita automáticamente en ese intervalo"
 
-#. module: crm_salesperson_planner
-#: model:ir.model.fields,field_description:crm_salesperson_planner.field_crm_salesperson_planner_visit__message_main_attachment_id
-#: model:ir.model.fields,field_description:crm_salesperson_planner.field_crm_salesperson_planner_visit_template__message_main_attachment_id
-msgid "Main Attachment"
-msgstr "Adjunto principal"
-
 #. module: crm_salesperson_planner
 #: model_terms:ir.ui.view,arch_db:crm_salesperson_planner.crm_salesperson_planner_visit_template_form_view
 msgid "Manually Create Visits"
@@ -623,6 +610,12 @@ msgstr "Datos del usuario relativos a la empresa"
 msgid "Phone"
 msgstr "Teléfono"
 
+#. module: crm_salesperson_planner
+#: model:ir.model.fields,field_description:crm_salesperson_planner.field_crm_salesperson_planner_visit__rating_ids
+#: model:ir.model.fields,field_description:crm_salesperson_planner.field_crm_salesperson_planner_visit_template__rating_ids
+msgid "Ratings"
+msgstr ""
+
 #. module: crm_salesperson_planner
 #: model:ir.model.fields,field_description:crm_salesperson_planner.field_crm_salesperson_planner_visit_close_wiz__reason_id
 msgid "Reason"
@@ -1070,6 +1063,12 @@ msgstr "Años"
 msgid "crm salesperson planner visit template create"
 msgstr "Crear plantilla de visita al planificador de vendedores de CRM"
 
+#~ msgid "Last Modified on"
+#~ msgstr "Última modificación el"
+
+#~ msgid "Main Attachment"
+#~ msgstr "Adjunto principal"
+
 #~ msgid "Active"
 #~ msgstr "Activo"
 

crm_salesperson_planner/i18n/it.po

@@ -6,15 +6,15 @@ msgid ""
 msgstr ""
 "Project-Id-Version: Odoo Server 16.0\n"
 "Report-Msgid-Bugs-To: \n"
-"PO-Revision-Date: 2024-04-03 15:36+0000\n"
+"PO-Revision-Date: 2025-03-12 09:06+0000\n"
 "Last-Translator: mymage <stefano.consolaro@mymage.it>\n"
 "Language-Team: none\n"
 "Language: it\n"
 "MIME-Version: 1.0\n"
 "Content-Type: text/plain; charset=UTF-8\n"
 "Content-Transfer-Encoding: \n"
 "Plural-Forms: nplurals=2; plural=n != 1;\n"
-"X-Generator: Weblate 4.17\n"
+"X-Generator: Weblate 5.10.2\n"
 
 #. module: crm_salesperson_planner
 #: model:ir.model.fields,field_description:crm_salesperson_planner.field_crm_salesperson_planner_visit__message_needaction
@@ -80,7 +80,6 @@ msgstr "Di giorno"
 
 #. module: crm_salesperson_planner
 #: model:ir.actions.server,name:crm_salesperson_planner.ir_cron_create_visits_ir_actions_server
-#: model:ir.cron,cron_name:crm_salesperson_planner.ir_cron_create_visits
 msgid "CRM: Create salesperson visits"
 msgstr "CRM: crea visita addetto vendite"
 
@@ -144,6 +143,7 @@ msgstr "Azienda"
 
 #. module: crm_salesperson_planner
 #: model_terms:ir.ui.view,arch_db:crm_salesperson_planner.crm_salesperson_planner_visit_form_view
+#: model_terms:ir.ui.view,arch_db:crm_salesperson_planner.crm_salesperson_planner_visit_tree_view
 msgid "Confirm"
 msgstr "Conferma"
 
@@ -248,13 +248,15 @@ msgstr "Nome visualizzato"
 #. module: crm_salesperson_planner
 #: model:ir.model.fields.selection,name:crm_salesperson_planner.selection__crm_salesperson_planner_visit_template__state__done
 #: model_terms:ir.ui.view,arch_db:crm_salesperson_planner.crm_salesperson_planner_visit_form_view
+#: model_terms:ir.ui.view,arch_db:crm_salesperson_planner.crm_salesperson_planner_visit_tree_view
 msgid "Done"
 msgstr "Eseguita"
 
 #. module: crm_salesperson_planner
 #: model:ir.model.fields.selection,name:crm_salesperson_planner.selection__crm_salesperson_planner_visit__state__draft
 #: model:ir.model.fields.selection,name:crm_salesperson_planner.selection__crm_salesperson_planner_visit_template__state__draft
 #: model_terms:ir.ui.view,arch_db:crm_salesperson_planner.crm_salesperson_planner_visit_form_view
+#: model_terms:ir.ui.view,arch_db:crm_salesperson_planner.crm_salesperson_planner_visit_tree_view
 msgid "Draft"
 msgstr "Bozza"
 
@@ -411,15 +413,6 @@ msgstr "Segue"
 msgid "Last"
 msgstr "Ultimo"
 
-#. module: crm_salesperson_planner
-#: model:ir.model.fields,field_description:crm_salesperson_planner.field_crm_salesperson_planner_visit____last_update
-#: model:ir.model.fields,field_description:crm_salesperson_planner.field_crm_salesperson_planner_visit_close_reason____last_update
-#: model:ir.model.fields,field_description:crm_salesperson_planner.field_crm_salesperson_planner_visit_close_wiz____last_update
-#: model:ir.model.fields,field_description:crm_salesperson_planner.field_crm_salesperson_planner_visit_template____last_update
-#: model:ir.model.fields,field_description:crm_salesperson_planner.field_crm_salesperson_planner_visit_template_create____last_update
-msgid "Last Modified on"
-msgstr "Ultima modifica il"
-
 #. module: crm_salesperson_planner
 #: model:ir.model.fields,field_description:crm_salesperson_planner.field_crm_salesperson_planner_visit__write_uid
 #: model:ir.model.fields,field_description:crm_salesperson_planner.field_crm_salesperson_planner_visit_close_reason__write_uid
@@ -458,12 +451,6 @@ msgstr "Contatto/Opportunità"
 msgid "Let the event automatically repeat at that interval"
 msgstr "Consente la ripetizione automatica dell'evento con quell'intervallo"
 
-#. module: crm_salesperson_planner
-#: model:ir.model.fields,field_description:crm_salesperson_planner.field_crm_salesperson_planner_visit__message_main_attachment_id
-#: model:ir.model.fields,field_description:crm_salesperson_planner.field_crm_salesperson_planner_visit_template__message_main_attachment_id
-msgid "Main Attachment"
-msgstr "Allegato principale"
-
 #. module: crm_salesperson_planner
 #: model_terms:ir.ui.view,arch_db:crm_salesperson_planner.crm_salesperson_planner_visit_template_form_view
 msgid "Manually Create Visits"
@@ -621,6 +608,12 @@ msgstr "Dati dell'utente relativi al partner"
 msgid "Phone"
 msgstr "Telefono"
 
+#. module: crm_salesperson_planner
+#: model:ir.model.fields,field_description:crm_salesperson_planner.field_crm_salesperson_planner_visit__rating_ids
+#: model:ir.model.fields,field_description:crm_salesperson_planner.field_crm_salesperson_planner_visit_template__rating_ids
+msgid "Ratings"
+msgstr "Valutazioni"
+
 #. module: crm_salesperson_planner
 #: model:ir.model.fields,field_description:crm_salesperson_planner.field_crm_salesperson_planner_visit_close_wiz__reason_id
 msgid "Reason"
@@ -969,7 +962,7 @@ msgstr "Conferma"
 #. module: crm_salesperson_planner
 #: model:ir.model.fields.selection,name:crm_salesperson_planner.selection__crm_salesperson_planner_visit__state__confirm
 msgid "Validated"
-msgstr "Confermata"
+msgstr "Approvata"
 
 #. module: crm_salesperson_planner
 #: model_terms:ir.ui.view,arch_db:crm_salesperson_planner.crm_salesperson_planner_visit_form_view
@@ -1070,6 +1063,12 @@ msgstr "Anni"
 msgid "crm salesperson planner visit template create"
 msgstr "Crea modello visita agenda addetto vendite CRM"
 
+#~ msgid "Last Modified on"
+#~ msgstr "Ultima modifica il"
+
+#~ msgid "Main Attachment"
+#~ msgstr "Allegato principale"
+
 #~ msgid "Active"
 #~ msgstr "Attiva"
 

crm_salesperson_planner/models/calendar_event.py

@@ -1,7 +1,7 @@
 # Copyright 2021 Sygel - Manuel Regidor
 # License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html)
 
-from odoo import fields, models
+from odoo import _, fields, models
 from odoo.exceptions import ValidationError
 
 
@@ -46,7 +46,7 @@ def unlink(self):
             if salesperson_visit_events:
                 error_msg = ""
                 for event in salesperson_visit_events:
-                    error_msg += self.env._(
+                    error_msg += _(
                         "Event %(event_name)s is related to salesperson visit "
                         "%(partner_name)s. Cancel it to delete this event.\n"
                     ) % {