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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.
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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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