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[MIG] marketing_crm_partner: Migration to 18.0
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marketing_crm_partner/README.rst

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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/17.0/marketing_crm_partner
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:target: https://github.com/OCA/crm/tree/18.0/marketing_crm_partner
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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-17-0/crm-17-0-marketing_crm_partner
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:target: https://translation.odoo-community.org/projects/crm-18-0/crm-18-0-marketing_crm_partner
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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=17.0
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:target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=18.0
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:alt: Try me on Runboat
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|badge1| |badge2| |badge3| |badge4| |badge5|
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11. There you have the new fulfilled fields in the marketing section.
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|partner marketing|
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.. |crm settings| image:: https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/crm_settings.png
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.. |lead view| image:: https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/lead_marketing.png
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.. |choose customer| image:: https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/convert_to_opportunity.png
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.. |new linked partner| image:: https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/new_linked_partner.png
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.. |partner marketing| image:: https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/marketing_fields.png
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.. |crm settings| image:: https://raw.githubusercontent.com/OCA/crm/18.0/marketing_crm_partner/static/description/crm_settings.png
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.. |lead view| image:: https://raw.githubusercontent.com/OCA/crm/18.0/marketing_crm_partner/static/description/lead_marketing.png
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.. |choose customer| image:: https://raw.githubusercontent.com/OCA/crm/18.0/marketing_crm_partner/static/description/convert_to_opportunity.png
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.. |new linked partner| image:: https://raw.githubusercontent.com/OCA/crm/18.0/marketing_crm_partner/static/description/new_linked_partner.png
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.. |partner marketing| image:: https://raw.githubusercontent.com/OCA/crm/18.0/marketing_crm_partner/static/description/marketing_fields.png
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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:%20marketing_crm_partner%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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`feedback <https://github.com/OCA/crm/issues/new?body=module:%20marketing_crm_partner%0Aversion:%2018.0%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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Contributors
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------------
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- `Tecnativa <https://www.tecnativa.com>`__:
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- `Tecnativa <https://www.tecnativa.com>`__:
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- Rafael Blasco <rafael.blasco@tecnativa.com>
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- Jairo Llopis <jairo.llopis@tecnativa.com>
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- Vicent Cubells <vicent.cubells@tecnativa.com>
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- David Vidal <david.vidal@tecnativa.com>
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- Cristina Martin R. <cristina.martin@tecnativa.com>
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- Marcel Savegnago <marcel.savegnago@escodoo.com.br>
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- Ahmet Yiğit Budak <yigit@altinkaya.com.tr>
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- Rafael Blasco <rafael.blasco@tecnativa.com>
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- Jairo Llopis <jairo.llopis@tecnativa.com>
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- Vicent Cubells <vicent.cubells@tecnativa.com>
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- David Vidal <david.vidal@tecnativa.com>
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- Cristina Martin R. <cristina.martin@tecnativa.com>
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- Marcel Savegnago <marcel.savegnago@escodoo.com.br>
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- Ahmet Yiğit Budak <yigit@altinkaya.com.tr>
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- Heliconia Solutions Pvt. Ltd. <https://www.heliconia.io>
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Maintainers
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-----------
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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/17.0/marketing_crm_partner>`_ project on GitHub.
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This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/18.0/marketing_crm_partner>`_ project on GitHub.
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

marketing_crm_partner/__manifest__.py

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{
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"name": "Tracking Fields in Partners",
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"summary": "Copy tracking fields from leads to partners",
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"version": "17.0.1.0.0",
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"version": "18.0.1.0.0",
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"category": "Marketing",
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"website": "https://github.com/OCA/crm",
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"author": "Tecnativa, Odoo Community Association (OCA)",

marketing_crm_partner/readme/CONTRIBUTORS.md

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- Cristina Martin R. \<<cristina.martin@tecnativa.com>\>
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- Marcel Savegnago \<<marcel.savegnago@escodoo.com.br>\>
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- Ahmet Yiğit Budak \<<yigit@altinkaya.com.tr>\>
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- Heliconia Solutions Pvt. Ltd. \<<https://www.heliconia.io>\>

marketing_crm_partner/static/description/index.html

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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:d66d964ab6c40b97aa727924bac57e6c367ceb4f5564657dd09d0fb0c442cf27
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->
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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/crm/tree/17.0/marketing_crm_partner"><img alt="OCA/crm" src="https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/crm-17-0/crm-17-0-marketing_crm_partner"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/crm&amp;target_branch=17.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/crm/tree/18.0/marketing_crm_partner"><img alt="OCA/crm" src="https://img.shields.io/badge/github-OCA%2Fcrm-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/crm-18-0/crm-18-0-marketing_crm_partner"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/crm&amp;target_branch=18.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
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<p>This module extends the functionality of the CRM to support having the
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tracking fields available in the partner and copy them there
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automatically when the partner is created from a lead/opportunity.</p>
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<p>To use this module, here are the steps:</p>
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<ol class="arabic simple">
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<li>If you don’t have the “Leads” tab at the top menu in the crm app, go
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to <strong>Settings &gt; CRM</strong> and check the box <strong>Leads</strong>. <img alt="crm settings" src="https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/crm_settings.png" /></li>
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to <strong>Settings &gt; CRM</strong> and check the box <strong>Leads</strong>. <img alt="crm settings" src="https://raw.githubusercontent.com/OCA/crm/18.0/marketing_crm_partner/static/description/crm_settings.png" /></li>
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<li>Go to <strong>CRM &gt; Leads &gt; Create</strong>.</li>
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<li>Fill the required fields.</li>
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<li>Go to <strong>Extra Info &gt; Marketing</strong> and fill those fields: <img alt="lead view" src="https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/lead_marketing.png" /></li>
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<li>Go to <strong>Extra Info &gt; Marketing</strong> and fill those fields: <img alt="lead view" src="https://raw.githubusercontent.com/OCA/crm/18.0/marketing_crm_partner/static/description/lead_marketing.png" /></li>
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<li><strong>Save</strong>.</li>
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<li>Click <strong>Convert to Opportunity</strong>.</li>
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<li>Choose the option <strong>Customer &gt; Create a new customer</strong>.</li>
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<li>Click <strong>Create Opportunity</strong>. <img alt="choose customer" src="https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/convert_to_opportunity.png" /></li>
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<li>Click on the name of the newly linked partner. <img alt="new linked partner" src="https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/new_linked_partner.png" /></li>
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<li>Click <strong>Create Opportunity</strong>. <img alt="choose customer" src="https://raw.githubusercontent.com/OCA/crm/18.0/marketing_crm_partner/static/description/convert_to_opportunity.png" /></li>
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<li>Click on the name of the newly linked partner. <img alt="new linked partner" src="https://raw.githubusercontent.com/OCA/crm/18.0/marketing_crm_partner/static/description/new_linked_partner.png" /></li>
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<li>Go to tab <strong>Sales &amp; Purchases</strong>.</li>
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<li>There you have the new fulfilled fields in the marketing section.
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<img alt="partner marketing" src="https://raw.githubusercontent.com/OCA/crm/17.0/marketing_crm_partner/static/description/marketing_fields.png" /></li>
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<img alt="partner marketing" src="https://raw.githubusercontent.com/OCA/crm/18.0/marketing_crm_partner/static/description/marketing_fields.png" /></li>
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</ol>
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</div>
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<div class="section" id="bug-tracker">
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<h1><a class="toc-backref" href="#toc-entry-2">Bug Tracker</a></h1>
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<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/crm/issues">GitHub Issues</a>.
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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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<a class="reference external" href="https://github.com/OCA/crm/issues/new?body=module:%20marketing_crm_partner%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
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<a class="reference external" href="https://github.com/OCA/crm/issues/new?body=module:%20marketing_crm_partner%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
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<p>Do not contact contributors directly about support or help with technical issues.</p>
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</div>
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<div class="section" id="credits">
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<li>Ahmet Yiğit Budak &lt;<a class="reference external" href="mailto:yigit&#64;altinkaya.com.tr">yigit&#64;altinkaya.com.tr</a>&gt;</li>
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</ul>
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</li>
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<li>Heliconia Solutions Pvt. Ltd. &lt;<a class="reference external" href="https://www.heliconia.io">https://www.heliconia.io</a>&gt;</li>
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</ul>
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</div>
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<div class="section" id="maintainers">
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<p>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.</p>
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<p>This module is part of the <a class="reference external" href="https://github.com/OCA/crm/tree/17.0/marketing_crm_partner">OCA/crm</a> project on GitHub.</p>
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<p>This module is part of the <a class="reference external" href="https://github.com/OCA/crm/tree/18.0/marketing_crm_partner">OCA/crm</a> project on GitHub.</p>
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<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
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</div>
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</div>

marketing_crm_partner/tests/test_lead.py

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@classmethod
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def setUpClass(cls):
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super().setUpClass()
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cls.medium = cls.env["utm.medium"].create({"name": "Website"})
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cls.campaign = cls.env["utm.campaign"].create({"name": "Dëmo campaign"})
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cls.source = cls.env["utm.source"].create({"name": "Inteŕnet"})
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cls.medium = cls.env["utm.medium"].create([{"name": "Website"}])
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cls.campaign = cls.env["utm.campaign"].create([{"name": "Dëmo campaign"}])
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cls.source = cls.env["utm.source"].create([{"name": "Inteŕnet"}])
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cls.lead = cls.env["crm.lead"].create(
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{
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"name": "Lead1",
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"medium_id": cls.medium.id,
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"campaign_id": cls.campaign.id,
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"source_id": cls.source.id,
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}
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[
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{
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"name": "Lead1",
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"medium_id": cls.medium.id,
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"campaign_id": cls.campaign.id,
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"source_id": cls.source.id,
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}
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]
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)
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def test_transfered_values(self):

marketing_crm_partner/views/res_partner_view.xml

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<field name="model">res.partner</field>
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<field name="inherit_id" ref="base.view_partner_tree" />
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<field name="arch" type="xml">
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<xpath expr="/tree">
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<xpath expr="/list">
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<field name="medium_id" column_invisible="True" />
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<field name="campaign_id" column_invisible="True" />
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<field name="source_id" column_invisible="True" />

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