odoo-addon-crm-lead-personal-file-data 16.0.1.2.0

This module adds a pending partner assignment root directory related to crm.leads model and personal data root directory related to res.partner model. It also adds listeners to move pending partner assigment files from crm to their related partner, both when creating dms files to leads that already have a partner, or when assigning partners to leads that already dms files under a pending partner assignment directory.

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.