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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: sha256:498512792cef75c7813a75027dc0c867fa7077e8924a866079014cc458dcf489 | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |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. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Usage | ||
===== | ||
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To use this module, follow these steps: | ||
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#. Create exception rules for the `crm.lead` model. | ||
#. Navigate to CRM > Stages: | ||
To configure exception handling for CRM stages, follow these steps: | ||
a. Create a new stage or edit an existing one. | ||
b. Check the `ignore_exception` checkbox if you want to disable exception checks for this stage. | ||
c. Define specific exception rules in `exception_ids`. The defined exception rules will be checked for this stage. If this field is left empty, all exceptions will be checked. | ||
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Note: Customizing exception rules allows you to tailor the exception handling behavior for each CRM stage to meet specific needs. | ||
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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/crm_stage_views.xml"], | ||
"installable": True, | ||
} |
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from . import exception_rule | ||
from . import crm_stage | ||
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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@api.model | ||
def _reverse_field(self): | ||
return "crm_lead_ids" | ||
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def _rule_domain(self): | ||
base_rule_domain = super()._rule_domain() | ||
if self.stage_id.exception_ids: | ||
rule_domain = expression.AND( | ||
[base_rule_domain, [("id", "in", self.stage_id.exception_ids.ids)]] | ||
) | ||
return rule_domain | ||
return base_rule_domain | ||
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def _get_base_domain(self): | ||
return [ | ||
("ignore_exception", "=", False), | ||
("stage_id.ignore_exception", "=", False), | ||
] | ||
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@api.constrains("ignore_exception", "stage_id") | ||
def _check_quantity_positive(self): | ||
for record in self: | ||
record._check_exception() |
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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 models | ||
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class CrmStage(models.Model): | ||
_name = "crm.stage" | ||
_inherit = ["crm.stage", "exception.mixin"] |
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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"}, | ||
) |
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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. |
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To use this module, follow these steps: | ||
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#. Create exception rules for the `crm.lead` model. | ||
#. Navigate to CRM > Stages: | ||
To configure exception handling for CRM stages, follow these steps: | ||
a. Create a new stage or edit an existing one. | ||
b. Check the `ignore_exception` checkbox if you want to disable exception checks for this stage. | ||
c. Define specific exception rules in `exception_ids`. The defined exception rules will be checked for this stage. If this field is left empty, all exceptions will be checked. | ||
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Note: Customizing exception rules allows you to tailor the exception handling behavior for each CRM stage to meet specific needs. |
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