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========================== | ||
CRM Won Restrict Per Stage | ||
========================== | ||
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.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:6ddd9b6e5295d8fb3fd803704dda6a5bcda0338a393e8a15e4f96b8c6d145f7e | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |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_won_restrict_per_stage | ||
: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_won_restrict_per_stage | ||
: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 adds the possibility to set CRM stages that are being able to see the won | ||
button (hiding it for the rest). | ||
It also restricts to change to a won stage won from an stage that doesn't have this | ||
check marked. | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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Configuration | ||
============= | ||
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To configure this module, you need to: | ||
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1. Go to CRM --> Configuration --> Pipelines--> Stages | ||
2. Check or uncheck "Show Won Button". | ||
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If you unchecked "Show Won Button", on that stage disappears Won Button. | ||
Additionally, you won't be able to change to won stage from a stage with this configuration. | ||
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When installing the module, all CRM stages created are set by default to "Show Won 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_won_restrict_per_stage%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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* Tecnativa | ||
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Contributors | ||
~~~~~~~~~~~~ | ||
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* `Tecnativa <https://www.tecnativa.com>`_: | ||
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* Carolina Fernandez | ||
* Pedro M. Baeza | ||
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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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.. |maintainer-carolina-fernandez| image:: https://github.com/carolina-fernandez.png?size=40px | ||
:target: https://github.com/carolina-fernandez | ||
:alt: carolina-fernandez | ||
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Current `maintainer <https://odoo-community.org/page/maintainer-role>`__: | ||
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|maintainer-carolina-fernandez| | ||
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This module is part of the `OCA/crm <https://github.com/OCA/crm/tree/16.0/crm_won_restrict_per_stage>`_ 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 2024 Tecnativa Carolina Fernandez | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html) | ||
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{ | ||
"name": "CRM Won Restrict Per Stage", | ||
"version": "16.0.1.0.0", | ||
"category": "Customer Relationship Management", | ||
"author": "Tecnativa, Odoo Community Association (OCA)", | ||
"website": "https://github.com/OCA/crm", | ||
"license": "AGPL-3", | ||
"depends": ["crm"], | ||
"data": ["views/crm_lead_views.xml", "views/crm_stage_views.xml"], | ||
"installable": True, | ||
"maintainers": ["carolina-fernandez"], | ||
} |
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36
crm_won_restrict_per_stage/i18n/crm_won_restrict_per_stage.pot
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# Translation of Odoo Server. | ||
# This file contains the translation of the following modules: | ||
# * crm_won_restrict_per_stage | ||
# | ||
msgid "" | ||
msgstr "" | ||
"Project-Id-Version: Odoo Server 15.0\n" | ||
"Report-Msgid-Bugs-To: \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_won_restrict_per_stage | ||
#: model:ir.model,name:crm_won_restrict_per_stage.model_crm_stage | ||
msgid "CRM Stages" | ||
msgstr "" | ||
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#. module: crm_won_restrict_per_stage | ||
#: model:ir.model,name:crm_won_restrict_per_stage.model_crm_lead | ||
msgid "Lead/Opportunity" | ||
msgstr "" | ||
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#. module: crm_won_restrict_per_stage | ||
#: model:ir.model.fields,field_description:crm_won_restrict_per_stage.field_crm_lead__show_won_button | ||
#: model:ir.model.fields,field_description:crm_won_restrict_per_stage.field_crm_stage__show_won_button | ||
msgid "Show Won Button" | ||
msgstr "" | ||
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#. module: crm_won_restrict_per_stage | ||
#: code:addons/crm_won_restrict_per_stage/models/crm_lead.py:0 | ||
#, python-format | ||
msgid "You can't change to this stage from the current stage." | ||
msgstr "" |
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# Translation of Odoo Server. | ||
# This file contains the translation of the following modules: | ||
# * crm_won_restrict_per_stage | ||
# | ||
msgid "" | ||
msgstr "" | ||
"Project-Id-Version: Odoo Server 15.0\n" | ||
"Report-Msgid-Bugs-To: \n" | ||
"POT-Creation-Date: 2024-03-07 20:40+0000\n" | ||
"PO-Revision-Date: 2024-03-07 20:40+0000\n" | ||
"Last-Translator: \n" | ||
"Language-Team: \n" | ||
"Language: \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_won_restrict_per_stage | ||
#: model:ir.model,name:crm_won_restrict_per_stage.model_crm_stage | ||
msgid "CRM Stages" | ||
msgstr "Etapas del CRM" | ||
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#. module: crm_won_restrict_per_stage | ||
#: model:ir.model,name:crm_won_restrict_per_stage.model_crm_lead | ||
msgid "Lead/Opportunity" | ||
msgstr "Lead/Oportunidad" | ||
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#. module: crm_won_restrict_per_stage | ||
#: model:ir.model.fields,field_description:crm_won_restrict_per_stage.field_crm_lead__show_won_button | ||
#: model:ir.model.fields,field_description:crm_won_restrict_per_stage.field_crm_stage__show_won_button | ||
msgid "Show Won Button" | ||
msgstr "Mostrar botón Ganado" | ||
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#. module: crm_won_restrict_per_stage | ||
#: code:addons/crm_won_restrict_per_stage/models/crm_lead.py:0 | ||
#, python-format | ||
msgid "You can't change to this stage from the current stage." | ||
msgstr "No puede cambiar a esta etapa desde la etapa actual." |
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from . import crm_stage | ||
from . import crm_lead |
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# Copyright 2024 Tecnativa - Carolina Fernandez | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html) | ||
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from odoo import _, fields, models | ||
from odoo.exceptions import ValidationError | ||
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class CrmStage(models.Model): | ||
_inherit = "crm.lead" | ||
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show_won_button = fields.Boolean(related="stage_id.show_won_button") | ||
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def write(self, vals): | ||
for rec in self: | ||
if vals.get("stage_id"): | ||
stage = self.env["crm.stage"].browse(vals.get("stage_id")) | ||
if stage.is_won and not rec.stage_id.show_won_button: | ||
raise ValidationError( | ||
_("You can't change to this stage from the current stage.") | ||
) | ||
return super().write(vals) |
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# Copyright 2024 Tecnativa - Carolina Fernandez | ||
# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html) | ||
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from odoo import fields, models | ||
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class CrmStage(models.Model): | ||
_inherit = "crm.stage" | ||
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show_won_button = fields.Boolean(default=True) |
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To configure this module, you need to: | ||
|
||
1. Go to CRM --> Configuration --> Pipelines--> Stages | ||
2. Check or uncheck "Show Won Button". | ||
|
||
If you unchecked "Show Won Button", on that stage disappears Won Button. | ||
Additionally, you won't be able to change to won stage from a stage with this configuration. | ||
|
||
When installing the module, all CRM stages created are set by default to "Show Won Button". |
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* `Tecnativa <https://www.tecnativa.com>`_: | ||
|
||
* Carolina Fernandez | ||
* Pedro M. Baeza |
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@@ -0,0 +1,4 @@ | ||
This module adds the possibility to set CRM stages that are being able to see the won | ||
button (hiding it for the rest). | ||
It also restricts to change to a won stage won from an stage that doesn't have this | ||
check marked. |
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