[16.0][ADD] crm_exception

crm_exception/README.rst

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+=============
+CRM Exception
+=============
+
+.. 
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
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+
+.. |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
+
+|badge1| |badge2| |badge3| |badge4| |badge5|
+
+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.
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Configuration
+=============
+
+**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.
+
+Known issues / Roadmap
+======================
+
+**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.
+
+Bug Tracker
+===========
+
+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**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+~~~~~~~
+
+* Quartile Limited
+
+Contributors
+~~~~~~~~~~~~
+
+* `Quartile <https://www.quartile.co>`__:
+
+  * Aung Ko Ko Lin
+
+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.
+
+This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/16.0/crm_exception>`_ project on GitHub.
+
+You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

crm_exception/__init__.py

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+from . import models

crm_exception/__manifest__.py

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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,
+}

crm_exception/demo/crm_exception_demo.xml

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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>

crm_exception/models/__init__.py

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+from . import exception_rule
+from . import crm_lead

crm_exception/models/crm_lead.py

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+# Copyright 2023 Quartile Limited
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import api, models
+from odoo.osv import expression
+
+
+class CrmLead(models.Model):
+    _inherit = ["crm.lead", "base.exception"]
+    _name = "crm.lead"
+    _order = "main_exception_id asc, name desc"
+
+    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
+
+    @api.model
+    def _reverse_field(self):
+        return "crm_lead_ids"
+
+    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

crm_exception/models/exception_rule.py

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+# Copyright 2023 Quartile Limited
+# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl).
+
+from odoo import fields, models
+
+
+class ExceptionRule(models.Model):
+    _inherit = "exception.rule"
+
+    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")

crm_exception/readme/CONFIGURE.rst

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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.

crm_exception/readme/CONTRIBUTORS.rst

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+* `Quartile <https://www.quartile.co>`__:
+
+  * Aung Ko Ko Lin

crm_exception/readme/DESCRIPTION.rst

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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.

crm_exception/readme/ROADMAP.rst

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+**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.