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[ADD] crm_lead_substage: Substages for leads/opportunities #74
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.. 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 | ||
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================================= | ||
Substages for leads/opportunities | ||
================================= | ||
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This module allows to set substages inside the same stage for fine-graining | ||
the reasons or flows on the CRM pipelines. | ||
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Configuration | ||
============= | ||
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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 | ||
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Usage | ||
===== | ||
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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. | ||
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.. 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 | ||
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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 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**>`_. | ||
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Credits | ||
======= | ||
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Contributors | ||
------------ | ||
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* Pedro M. Baeza <pedro.baeza@serviciosbaeza.com> | ||
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Maintainer | ||
---------- | ||
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.. image:: http://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: http://odoo-community.org | ||
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. https (x2) |
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This module is maintained by the OCA. | ||
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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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To contribute to this module, please visit http://odoo-community.org. |
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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 | ||
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from . import models | ||
from . import report |
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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 | ||
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{ | ||
"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, | ||
} |
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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" | ||
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#. 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" | ||
" " | ||
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#. module: crm_lead_substage | ||
#: model:ir.model,name:crm_lead_substage.model_crm_lead_report | ||
msgid "CRM Lead Analysis" | ||
msgstr "Análisis Iniciativas CRM" | ||
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#. module: crm_lead_substage | ||
#: model:ir.model,name:crm_lead_substage.model_crm_opportunity_report | ||
msgid "CRM Opportunity Analysis" | ||
msgstr "Análisis de oportunidades CRM" | ||
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#. module: crm_lead_substage | ||
#: field:crm.case.substage,create_uid:0 | ||
msgid "Created by" | ||
msgstr "Creado por" | ||
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#. module: crm_lead_substage | ||
#: field:crm.case.substage,create_date:0 | ||
msgid "Created on" | ||
msgstr "Creado en" | ||
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#. module: crm_lead_substage | ||
#: field:crm.case.substage,id:0 | ||
msgid "ID" | ||
msgstr "ID" | ||
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#. module: crm_lead_substage | ||
#: field:crm.case.substage,write_uid:0 | ||
msgid "Last Updated by" | ||
msgstr "Última actualización por" | ||
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#. module: crm_lead_substage | ||
#: field:crm.case.substage,write_date:0 | ||
msgid "Last Updated on" | ||
msgstr "Última actualización en" | ||
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#. module: crm_lead_substage | ||
#: model:ir.model,name:crm_lead_substage.model_crm_lead | ||
msgid "Lead/Opportunity" | ||
msgstr "Iniciativa/Oportunidad" | ||
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#. module: crm_lead_substage | ||
#: field:crm.case.substage,name:0 | ||
msgid "Name" | ||
msgstr "Nombre" | ||
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#. module: crm_lead_substage | ||
#: field:crm.case.substage,stage_id:0 | ||
msgid "Stage" | ||
msgstr "Etap" | ||
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#. 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" | ||
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#. 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" | ||
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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 | ||
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from . import crm_case_substage | ||
from . import crm_lead |
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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 | ||
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from openerp import fields, models | ||
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class CrmCaseSubstage(models.Model): | ||
_name = 'crm.case.substage' | ||
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name = fields.Char(required=True) | ||
stage_id = fields.Many2one( | ||
comodel_name="crm.case.stage", required=True, string="Stage", | ||
translate=True) |
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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 | ||
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from openerp import api, fields, models | ||
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class CrmLead(models.Model): | ||
_inherit = 'crm.lead' | ||
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substage_id = fields.Many2one( | ||
comodel_name="crm.case.substage", string="Substage", | ||
domain="[('stage_id', '=', stage_id)]") | ||
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@api.multi | ||
def onchange_stage_id(self, stage_id): | ||
res = super(CrmLead, self).onchange_stage_id(stage_id) | ||
res['value'] = res.get('value', {}) | ||
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res['value']['substage_id'] = False | ||
return res |
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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 | ||
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from . import crm_lead_report | ||
from . import crm_opportunity_report |
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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 openerp import fields, models, tools | ||
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class CrmLeadReport(models.Model): | ||
_inherit = "crm.lead.report" | ||
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substage_id = fields.Many2one( | ||
comodel_name="crm.case.substage", string="Substage") | ||
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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 = "SELECT " | ||
index = view_def.find(sql) + len(sql) | ||
if index >= 0: | ||
sql = "c.substage_id, " | ||
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) |
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<?xml version="1.0" encoding="utf-8"?> | ||
<openerp> | ||
<data> | ||
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<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> | ||
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</data> | ||
</openerp> |
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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 openerp import fields, models, tools | ||
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class CrmOpportunityReport(models.Model): | ||
_inherit = "crm.opportunity.report" | ||
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substage_id = fields.Many2one( | ||
comodel_name="crm.case.substage", string="Substage") | ||
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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 = "SELECT " | ||
index = view_def.find(sql) + len(sql) | ||
if index >= 0: | ||
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) |
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<?xml version="1.0" encoding="utf-8"?> | ||
<openerp> | ||
<data> | ||
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<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> | ||
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</data> | ||
</openerp> |
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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 |
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<?xml version="1.0" encoding="UTF-8"?> | ||
<openerp> | ||
<data> | ||
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<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> | ||
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<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> | ||
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</data> | ||
</openerp> |
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s/substage/Sub-stage everywhere.