[ADD] crm_lead_substage: Substages for leads/opportunities

=================================
Substages for leads/opportunities
=================================

This module allows to set substages inside the same stage for fine-graining
the reasons or flows on the CRM pipelines.

Configuration
=============

Go to Sales > Configuration > Leads & Opportunities > Substages for defining
the substages you want and set the stages where this substages are going to be
available

Usage
=====

Go to Sales > Leads or Sales > Opportunities, and when you are in one stage,
the available substages are shown below. Click on one of them to set it. If you
change the stage, then the substage is reset and the new ones available for
this stage are shown.

crm_lead_substage/README.rst

@@ -0,0 +1,64 @@
+.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
+   :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
+   :alt: License: AGPL-3
+
+=================================
+Substages for leads/opportunities
+=================================
+
+This module allows to set substages inside the same stage for fine-graining
+the reasons or flows on the CRM pipelines.
+
+Configuration
+=============
+
+Go to Sales > Configuration > Leads & Opportunities > Substages for defining
+the substages you want and set the stages where this substages are going to be
+available
+
+Usage
+=====
+
+Go to Sales > Leads or Sales > Opportunities, and when you are in one stage,
+the available substages are shown below. Click on one of them to set it. If you
+change the stage, then the substage is reset and the new ones available for
+this stage are shown.
+
+.. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
+   :alt: Try me on Runbot
+   :target: https://runbot.odoo-community.org/runbot/111/8.0
+
+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 smashing it by providing a detailed and welcomed `feedback
+<https://github.com/OCA/
+crm/issues/new?body=module:%20
+crm_lead_substage%0Aversion:%20
+8.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
+
+Credits
+=======
+
+Contributors
+------------
+
+* Pedro M. Baeza <pedro.baeza@serviciosbaeza.com>
+
+Maintainer
+----------
+
+.. image:: http://odoo-community.org/logo.png
+   :alt: Odoo Community Association
+   :target: http://odoo-community.org
+
+This module is maintained by the OCA.
+
+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.
+
+To contribute to this module, please visit http://odoo-community.org.

crm_lead_substage/__init__.py

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+# -*- coding: utf-8 -*-
+# © 2016 Antiun Ingeniería S.L.
+# © 2016 Pedro M. Baeza <pedro.baeza@serviciosbaeza.com>
+# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html
+
+from . import models
+from . import report

crm_lead_substage/__openerp__.py

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+# -*- coding: utf-8 -*-
+# © 2016 Antiun Ingeniería S.L.
+# © 2016 Pedro M. Baeza <pedro.baeza@serviciosbaeza.com>
+# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html
+
+{
+    "name": "Substages in leads/opportunities",
+    "version": "8.0.1.0.0",
+    "license": "AGPL-3",
+    "author": "Antiun Ingeniería S.L., "
+              "Serv. Tecnol. Avanzados - Pedro M. Baeza, "
+              "Odoo Community Association (OCA)",
+    "website": "https://www.antiun.com",
+    "category": "Customer Relationship Management",
+    "depends": [
+        'crm',
+    ],
+    "data": [
+        'security/ir.model.access.csv',
+        'views/crm_lead_view.xml',
+        'views/crm_substage_view.xml',
+        'report/crm_lead_report_view.xml',
+        'report/crm_opportunity_report_view.xml',
+    ],
+    "installable": True,
+}

crm_lead_substage/i18n/es.po

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+# Translation of Odoo Server.
+# This file contains the translation of the following modules:
+#	* crm_lead_substage
+#
+msgid ""
+msgstr ""
+"Project-Id-Version: Odoo Server 8.0\n"
+"Report-Msgid-Bugs-To: \n"
+"POT-Creation-Date: 2016-02-01 13:38+0000\n"
+"PO-Revision-Date: 2016-02-01 13:38+0000\n"
+"Last-Translator: <>\n"
+"Language-Team: \n"
+"MIME-Version: 1.0\n"
+"Content-Type: text/plain; charset=UTF-8\n"
+"Content-Transfer-Encoding: \n"
+"Plural-Forms: \n"
+
+#. module: crm_lead_substage
+#: model:ir.actions.act_window,help:crm_lead_substage.crm_case_substage_action
+msgid "<p class=\"oe_view_nocontent_create\">\n"
+"            Click to set a new substage in your lead/opportunity pipeline.\n"
+"          </p><p>\n"
+"            Substages will allow salespersons to easily refine the part or the\n"
+"            reason why a lead or opportunity is positioned in that stage.\n"
+"          </p>\n"
+"        "
+msgstr "<p class=\"oe_view_nocontent_create\">\n"
+"            Pulse para establecer una nueva subetapa en su operativa de iniciativas/oportunidades.\n"
+"          </p><p>\n"
+"            Las subetapas permitirán a los comerciales refinar fácilmente la parte o\n"
+"            la razón por la que una iniciativa u oportunidad está posicionada en esa etapa.\n"
+"          </p>\n"
+"        "
+
+#. module: crm_lead_substage
+#: model:ir.model,name:crm_lead_substage.model_crm_lead_report
+msgid "CRM Lead Analysis"
+msgstr "Análisis Iniciativas CRM"
+
+#. module: crm_lead_substage
+#: model:ir.model,name:crm_lead_substage.model_crm_opportunity_report
+msgid "CRM Opportunity Analysis"
+msgstr "Análisis de oportunidades CRM"
+
+#. module: crm_lead_substage
+#: field:crm.case.substage,create_uid:0
+msgid "Created by"
+msgstr "Creado por"
+
+#. module: crm_lead_substage
+#: field:crm.case.substage,create_date:0
+msgid "Created on"
+msgstr "Creado en"
+
+#. module: crm_lead_substage
+#: field:crm.case.substage,id:0
+msgid "ID"
+msgstr "ID"
+
+#. module: crm_lead_substage
+#: field:crm.case.substage,write_uid:0
+msgid "Last Updated by"
+msgstr "Última actualización por"
+
+#. module: crm_lead_substage
+#: field:crm.case.substage,write_date:0
+msgid "Last Updated on"
+msgstr "Última actualización en"
+
+#. module: crm_lead_substage
+#: model:ir.model,name:crm_lead_substage.model_crm_lead
+msgid "Lead/Opportunity"
+msgstr "Iniciativa/Oportunidad"
+
+#. module: crm_lead_substage
+#: field:crm.case.substage,name:0
+msgid "Name"
+msgstr "Nombre"
+
+#. module: crm_lead_substage
+#: field:crm.case.substage,stage_id:0
+msgid "Stage"
+msgstr "Etap"
+
+#. module: crm_lead_substage
+#: field:crm.lead,substage_id:0
+#: view:crm.lead.report:crm_lead_substage.view_report_crm_lead_filter
+#: field:crm.lead.report,substage_id:0
+#: view:crm.opportunity.report:crm_lead_substage.view_report_crm_opportunity_filter
+#: field:crm.opportunity.report,substage_id:0
+msgid "Substage"
+msgstr "Subetapa"
+
+#. module: crm_lead_substage
+#: model:ir.actions.act_window,name:crm_lead_substage.crm_case_substage_action
+#: model:ir.ui.menu,name:crm_lead_substage.menu_crm_case_substage
+msgid "Substages"
+msgstr "Subetapas"
+

crm_lead_substage/models/__init__.py

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+# -*- coding: utf-8 -*-
+# © 2016 Antiun Ingeniería S.L.
+# © 2016 Pedro M. Baeza <pedro.baeza@serviciosbaeza.com>
+# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html
+
+from . import crm_case_substage
+from . import crm_lead

crm_lead_substage/models/crm_case_substage.py

@@ -0,0 +1,15 @@
+# -*- coding: utf-8 -*-
+# © 2016 Antiun Ingeniería S.L.
+# © 2016 Pedro M. Baeza <pedro.baeza@serviciosbaeza.com>
+# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html
+
+from openerp import fields, models
+
+
+class CrmCaseSubstage(models.Model):
+    _name = 'crm.case.substage'
+
+    name = fields.Char(required=True)
+    stage_id = fields.Many2one(
+        comodel_name="crm.case.stage", required=True, string="Stage",
+        translate=True)

crm_lead_substage/models/crm_lead.py

@@ -0,0 +1,21 @@
+# -*- coding: utf-8 -*-
+# © 2016 Antiun Ingeniería S.L.
+# © 2016 Pedro M. Baeza <pedro.baeza@serviciosbaeza.com>
+# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html
+
+from openerp import api, fields, models
+
+
+class CrmLead(models.Model):
+    _inherit = 'crm.lead'
+
+    substage_id = fields.Many2one(
+        comodel_name="crm.case.substage", string="Substage",
+        domain="[('stage_id', '=', stage_id)]")
+
+    @api.multi
+    def onchange_stage_id(self, stage_id):
+        res = super(CrmLead, self).onchange_stage_id(stage_id)
+        res['value'] = res.get('value', {})
+        res['value']['substage_id'] = False
+        return res

crm_lead_substage/report/__init__.py

@@ -0,0 +1,7 @@
+# -*- coding: utf-8 -*-
+# © 2016 Antiun Ingeniería S.L.
+# © 2016 Pedro M. Baeza <pedro.baeza@serviciosbaeza.com>
+# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html
+
+from . import crm_lead_report
+from . import crm_opportunity_report

crm_lead_substage/report/crm_lead_report.py

@@ -0,0 +1,24 @@
+# -*- coding: utf-8 -*-
+# © 2016 Antiun Ingeniería S.L.
+# © 2016 Pedro M. Baeza <pedro.baeza@serviciosbaeza.com>
+# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html
+from openerp import fields, models, tools
+
+
+class CrmLeadReport(models.Model):
+    _inherit = "crm.lead.report"
+
+    substage_id = fields.Many2one(
+        comodel_name="crm.case.substage", string="Substage")
+
+    def init(self, cr):
+        super(CrmLeadReport, self).init(cr)
+        cr.execute("SELECT pg_get_viewdef('crm_lead_report', true)")
+        view_def = cr.fetchone()[0]
+        # Inject the new field in the expected SQL
+        sql = "c.stage_id,\n"
+        index = view_def.find(sql) + len(sql)
+        sql = "    c.substage_id,\n"
+        view_def = view_def[:index] + sql + view_def[index:-1]
+        tools.drop_view_if_exists(cr, 'crm_lead_report')
+        cr.execute("CREATE OR REPLACE VIEW crm_lead_report AS (%s)" % view_def)

crm_lead_substage/report/crm_lead_report_view.xml

@@ -0,0 +1,19 @@
+<?xml version="1.0" encoding="utf-8"?>
+<openerp>
+    <data>
+
+    <record id="view_report_crm_lead_filter" model="ir.ui.view">
+        <field name="name">Leads report search (substage)</field>
+        <field name="model">crm.lead.report</field>
+        <field name="inherit_id" ref="crm.view_report_crm_lead_filter"/>
+        <field name="arch" type="xml">
+            <filter context="{'group_by':'stage_id'}" position="after">
+                <filter string="Substage"
+                        context="{'group_by': 'substage_id'}"
+                />
+            </filter>
+        </field>
+    </record>
+
+    </data>
+</openerp>

crm_lead_substage/report/crm_opportunity_report.py

@@ -0,0 +1,25 @@
+# -*- coding: utf-8 -*-
+# © 2016 Antiun Ingeniería S.L.
+# © 2016 Pedro M. Baeza <pedro.baeza@serviciosbaeza.com>
+# License AGPL-3 - See http://www.gnu.org/licenses/agpl-3.0.html
+from openerp import fields, models, tools
+
+
+class CrmOpportunityReport(models.Model):
+    _inherit = "crm.opportunity.report"
+
+    substage_id = fields.Many2one(
+        comodel_name="crm.case.substage", string="Substage")
+
+    def init(self, cr):
+        super(CrmOpportunityReport, self).init(cr)
+        cr.execute("SELECT pg_get_viewdef('crm_opportunity_report', true)")
+        view_def = cr.fetchone()[0]
+        # Inject the new field in the expected SQL
+        sql = "c.stage_id,\n"
+        index = view_def.find(sql) + len(sql)
+        sql = "    c.substage_id,\n"
+        view_def = view_def[:index] + sql + view_def[index:-1]
+        tools.drop_view_if_exists(cr, 'crm_opportunity_report')
+        cr.execute(
+            "CREATE OR REPLACE VIEW crm_opportunity_report AS (%s)" % view_def)

crm_lead_substage/report/crm_opportunity_report_view.xml

@@ -0,0 +1,19 @@
+<?xml version="1.0" encoding="utf-8"?>
+<openerp>
+    <data>
+
+    <record id="view_report_crm_opportunity_filter" model="ir.ui.view">
+        <field name="name">Opportunities report search (substage)</field>
+        <field name="model">crm.opportunity.report</field>
+        <field name="inherit_id" ref="crm.view_report_crm_opportunity_filter"/>
+        <field name="arch" type="xml">
+            <filter context="{'group_by':'stage_id'}" position="after">
+                <filter string="Substage"
+                        context="{'group_by': 'substage_id'}"
+                />
+            </filter>
+        </field>
+    </record>
+
+    </data>
+</openerp>

crm_lead_substage/security/ir.model.access.csv

@@ -0,0 +1,3 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_crm_case_substage,crm.case.substage,model_crm_case_substage,,1,0,0,0
+access_crm_case_substage_manager,crm.case.substage,model_crm_case_substage,base.group_sale_manager,1,1,1,1

crm_lead_substage/views/crm_lead_view.xml

@@ -0,0 +1,34 @@
+<?xml version="1.0" encoding="UTF-8"?>
+<openerp>
+    <data>
+
+    <record model="ir.ui.view" id="crm_case_form_view_leads">
+        <field name="name">CRM - Leads Form (substage)</field>
+        <field name="model">crm.lead</field>
+        <field name="inherit_id" ref="crm.crm_case_form_view_leads"/>
+        <field name="arch" type="xml">
+            <field name="stage_id" position="after">
+                <field name="substage_id"
+                       widget="statusbar"
+                       clickable="True"
+                />
+            </field>
+        </field>
+    </record>
+
+    <record model="ir.ui.view" id="crm_case_form_view_oppor">
+        <field name="name">Opportunities Form (substage)</field>
+        <field name="model">crm.lead</field>
+        <field name="inherit_id" ref="crm.crm_case_form_view_oppor"/>
+        <field name="arch" type="xml">
+            <field name="stage_id" position="after">
+                <field name="substage_id"
+                       widget="statusbar"
+                       clickable="True"
+                />
+            </field>
+        </field>
+    </record>
+
+    </data>
+</openerp>