Metadata-Version: 2.4
Name: odoo-addon-crm_lead_personal_file_data
Version: 16.0.1.3.1
Summary: Move a lead's personal data files to its partner directory under personal data.
Home-page: https://gitlab.com/somitcoop/erp-research/odoo-helpdesk
Author: Som It Cooperatiu SCCL, Som Connexió SCCL,
License: AGPL-3
Classifier: Programming Language :: Python
Classifier: Framework :: Odoo
Classifier: Framework :: Odoo :: 16.0
Classifier: License :: OSI Approved :: GNU Affero General Public License v3
Requires-Python: >=3.10
Requires-Dist: odoo-addon-crm_lead_dms_category<16.1dev,>=16.0dev
Requires-Dist: odoo-addon-dms_res_model_root_directory<16.1dev,>=16.0dev
Requires-Dist: odoo<16.1dev,>=16.0a
Dynamic: author
Dynamic: classifier
Dynamic: description
Dynamic: home-page
Dynamic: license
Dynamic: requires-dist
Dynamic: requires-python
Dynamic: summary

#############################
 CRM LEAD PERSONAL FILE DATA
#############################

.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
   :alt: Beta
   :target: https://odoo-community.org/page/development-status

.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
   :alt: License: AGPL-3
   :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html

|badge1| |badge2|

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**

.. contents::
   :local:

***************
 Configuration
***************

No specific configuration is required.

*******
 Usage
*******

Listeners will act automatically moving dms files under the described
conditions in the main module description.

************************
 Known issues / Roadmap
************************

There are no issues for the moment.

*************
 Bug Tracker
*************

Bugs are tracked on `GitLab Issues
<https://gitlab.com/somitcoop/erp-research/odoo-helpdesk/-/issues>`_. In
case of trouble, please check there if your issue has already been
reported. If you spotted it first, help us smashing it by providing a
detailed and welcomed feedback.

Do not contact contributors directly about support or help with
technical issues.

*********
 Credits
*********

Authors
=======

-  SomIT SCCL
-  Som Connexio SCCL

Contributors
============

-  `SomIT SCCL <https://somit.coop>`_:

      -  José Robles <jose.robles@somit.coop>
      -  Álvaro García <alvaro.garcia@somit.coop>

-  `Som Connexio SCCL <https://somconnexio.coop>`_:

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

Maintainers
===========

This module is maintained by the OCA.

.. image:: https://odoo-community.org/logo.png
   :alt: Odoo Community Association
   :target: https://odoo-community.org

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.
