odoo-addon-crm-lead-personal-file-data 16.0.1.3.1

This module adds a lead data root directory related to the crm.lead model and a personal data root directory related to the res.partner model. It also adds listeners to move a lead’s personal data files (those under the category_personal_data category, e.g. the applicant’s own DNI) to their related partner, both when creating dms files on leads that already have a partner, or when assigning a partner to a lead that already has dms files under its lead data directory. Files of other categories (e.g. documentation tied to the requested service) stay on the lead.

It also extends crm_lead_dms_category’s _get_uploaded_document_categories on crm.lead so that documents uploaded on the lead’s partner (e.g. after being moved there by the listeners above) also count towards has_all_required_documentation, not just documents scoped to the lead itself.

The dms_directory_id and partner_dms_directory_id fields are shown on the lead form, inside the “documentation” tab.

Table of contents

Credits

Authors

• SomIT SCCL

• Som Connexio SCCL

Contributors

• SomIT SCCL:

  • José Robles <jose.robles@somit.coop>

  • Álvaro García <alvaro.garcia@somit.coop>

• Som Connexio SCCL:

  • Gerard Funosas <gerard.funosas@somconnexio.coop>

Maintainers

This module is maintained by the OCA.

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.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.