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============= | ||
CRM Exception | ||
============= | ||
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.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:364c4bbd2fab4ca9a0a3ba481b31aec7efb3fcd15f8a93bfa77ca92cb9f67d11 | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |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/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 | ||
:target: https://github.com/OCA/crm/tree/16.0/crm_exception | ||
:alt: OCA/crm | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/crm-16-0/crm-16-0-crm_exception | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png | ||
:target: https://runboat.odoo-community.org/builds?repo=OCA/crm&target_branch=16.0 | ||
:alt: Try me on Runboat | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This module allows you to attach several customizable exceptions to your opportunities. | ||
You can also define an exception rule to be applied to specific CRM stages. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Configuration | ||
============= | ||
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**To configure CRM exception rule:** | ||
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#. Create a new exception rule. | ||
#. Select "Lead" in the "Apply On" field (the 'stage_ids' field will be displayed). | ||
#. Choose the CRM stage to which you want to apply the exception rule. | ||
#. Specify the exception type and define the condition, then save the rule. | ||
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**Note:** | ||
If you don't specify a CRM stage for stage_ids (leave it blank), the rule will be checked at every stage. | ||
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Known issues / Roadmap | ||
====================== | ||
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**No Exception checking in the create function.** | ||
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Adding exception checking to the create function would trigger an Odoo Client Error | ||
related to JavaScript (Error: Component is destroyed) when attempting to create a new opportunity | ||
in the pipeline's kanban view and clicking the edit button. | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/crm/issues>`_. | ||
In case of trouble, please check there if your issue has already been reported. | ||
If you spotted it first, help us to smash it by providing a detailed and welcomed | ||
`feedback <https://github.com/OCA/crm/issues/new?body=module:%20crm_exception%0Aversion:%2016.0%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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Credits | ||
======= | ||
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Authors | ||
~~~~~~~ | ||
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* Quartile Limited | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
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* `Quartile <https://www.quartile.co>`__: | ||
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* Aung Ko Ko Lin | ||
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Maintainers | ||
~~~~~~~~~~~ | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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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. | ||
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This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/16.0/crm_exception>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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from . import models |
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# Copyright 2023 Quartile Limited | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
{ | ||
"name": "CRM Exception", | ||
"version": "16.0.1.0.0", | ||
"category": "Customer Relationship Management", | ||
"author": "Quartile Limited, Odoo Community Association (OCA)", | ||
"website": "https://github.com/OCA/crm", | ||
"depends": ["crm", "base_exception"], | ||
"license": "AGPL-3", | ||
"data": [ | ||
"views/crm_lead_views.xml", | ||
"views/base_exception_views.xml", | ||
], | ||
"demo": [ | ||
"demo/crm_exception_demo.xml", | ||
], | ||
"installable": True, | ||
} |
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<?xml version="1.0" encoding="utf-8" ?> | ||
<odoo noupdate="1"> | ||
<record id="crm_excep_no_partner" model="exception.rule"> | ||
<field name="name">No Customer</field> | ||
<field name="description">No Customer</field> | ||
<field name="sequence">80</field> | ||
<field name="model">crm.lead</field> | ||
<field name="code">if not self.partner_id: | ||
failed=True</field> | ||
<field name="active" eval="False" /> | ||
</record> | ||
</odoo> |
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from . import exception_rule | ||
from . import crm_lead |
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# Copyright 2023 Quartile Limited | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
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from odoo import api, models | ||
from odoo.osv import expression | ||
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class CrmLead(models.Model): | ||
_inherit = ["crm.lead", "base.exception"] | ||
_name = "crm.lead" | ||
_order = "main_exception_id asc, name desc" | ||
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def write(self, vals): | ||
result = super().write(vals) | ||
# To avoid a recursive call, write() | ||
if "exception_ids" in vals: | ||
return result | ||
self._check_exception() | ||
return result | ||
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@api.model | ||
def _reverse_field(self): | ||
return "crm_lead_ids" | ||
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def _rule_domain(self): | ||
rule_domain = super()._rule_domain() | ||
if self.stage_id: | ||
rule_domain = expression.AND( | ||
[ | ||
rule_domain, | ||
[ | ||
"|", | ||
("stage_ids", "in", tuple(self.stage_id.ids)), | ||
("stage_ids", "=", False), | ||
], | ||
] | ||
) | ||
return rule_domain |
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# Copyright 2023 Quartile Limited | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl). | ||
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from odoo import fields, models | ||
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class ExceptionRule(models.Model): | ||
_inherit = "exception.rule" | ||
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crm_lead_ids = fields.Many2many(comodel_name="crm.lead", string="Opportunities") | ||
model = fields.Selection( | ||
selection_add=[ | ||
("crm.lead", "Lead"), | ||
], | ||
ondelete={"crm.lead": "cascade"}, | ||
) | ||
stage_ids = fields.Many2many(comodel_name="crm.stage") |
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**To configure CRM exception rule:** | ||
|
||
#. Create a new exception rule. | ||
#. Select "Lead" in the "Apply On" field (the 'stage_ids' field will be displayed). | ||
#. Choose the CRM stage to which you want to apply the exception rule. | ||
#. Specify the exception type and define the condition, then save the rule. | ||
|
||
**Note:** | ||
If you don't specify a CRM stage for stage_ids (leave it blank), the rule will be checked at every stage. |
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* `Quartile <https://www.quartile.co>`__: | ||
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||
* Aung Ko Ko Lin |
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This module allows you to attach several customizable exceptions to your opportunities. | ||
You can also define an exception rule to be applied to specific CRM stages. |
This file contains bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Original file line number | Diff line number | Diff line change |
---|---|---|
@@ -0,0 +1,5 @@ | ||
**No Exception checking in the create function.** | ||
|
||
Adding exception checking to the create function would trigger an Odoo Client Error | ||
related to JavaScript (Error: Component is destroyed) when attempting to create a new opportunity | ||
in the pipeline's kanban view and clicking the edit button. |
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