diff --git a/partner_stage/README.rst b/partner_stage/README.rst new file mode 100644 index 000000000..876fdb5f4 --- /dev/null +++ b/partner_stage/README.rst @@ -0,0 +1 @@ +Generated diff --git a/partner_stage/__init__.py b/partner_stage/__init__.py new file mode 100644 index 000000000..d71877a49 --- /dev/null +++ b/partner_stage/__init__.py @@ -0,0 +1,2 @@ +from . import models +from .init_hook import post_init_hook diff --git a/partner_stage/__manifest__.py b/partner_stage/__manifest__.py new file mode 100644 index 000000000..0cb9ab87b --- /dev/null +++ b/partner_stage/__manifest__.py @@ -0,0 +1,22 @@ +# Copyright 2021 Open Source Integrators +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html) + +{ + "name": "Partner Stage", + "summary": "Add lifecycle Stages to Partners", + "author": "Open Source Integrators, Odoo Community Association (OCA)", + "website": "https://github.com/OCA/partner-contact", + "category": "Sales/CRM", + "version": "14.0.2.0.0", + "license": "AGPL-3", + "depends": ["contacts"], + "data": [ + "security/ir.model.access.csv", + "data/partner_stage_data.xml", + "views/res_partner_stage_views.xml", + "views/res_partner_views.xml", + ], + "post_init_hook": "post_init_hook", + "installable": True, + "maintainers": ["dreispt"], +} diff --git a/partner_stage/data/partner_stage_data.xml b/partner_stage/data/partner_stage_data.xml new file mode 100644 index 000000000..c483483f4 --- /dev/null +++ b/partner_stage/data/partner_stage_data.xml @@ -0,0 +1,20 @@ + + + + Draft + draft + 10 + + + Active + confirmed + 20 + True + + + Inactive + cancel + 30 + True + + diff --git a/partner_stage/init_hook.py b/partner_stage/init_hook.py new file mode 100644 index 000000000..02f5b8c0c --- /dev/null +++ b/partner_stage/init_hook.py @@ -0,0 +1,26 @@ +# Copyright 2021 Open Source Integrators +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html). + +import logging + +from odoo import SUPERUSER_ID, api + +_logger = logging.getLogger(__name__) + + +def post_init_hook(cr, registry): + """Set default Stage on partners""" + env = api.Environment(cr, SUPERUSER_ID, {}) + Partner = env["res.partner"] + default_stage = Partner._get_default_stage_id() + missing_stages = Partner.search([("stage_id", "=", False)]) + if default_stage and missing_stages: + _logger.info("Init stage_id for %d partner records...", len(missing_stages)) + cr.execute( + """ + UPDATE res_partner + SET stage_id = %(id)s, state = %(state)s + WHERE stage_id IS NULL + """, + {"id": default_stage.id, "state": default_stage.state}, + ) diff --git a/partner_stage/migrations/14.0.2.0.0/post-migration.py b/partner_stage/migrations/14.0.2.0.0/post-migration.py new file mode 100644 index 000000000..b9412d654 --- /dev/null +++ b/partner_stage/migrations/14.0.2.0.0/post-migration.py @@ -0,0 +1,25 @@ +# Copyright 2021 Open Source Integrators +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html). + +import logging + +from odoo import SUPERUSER_ID, api + +_logger = logging.getLogger(__name__) + + +def migrate(cr, version): + env = api.Environment(cr, SUPERUSER_ID, {}) + stages = env["res.partner.stage"].search([]) + for stage in stages: + _logger.info( + "Migrating old state %s to stage_id %s...", stage.state, stage.name + ) + cr.execute( + """ + UPDATE res_partner + SET stage_id = %(id)s, state = old_state + WHERE old_state = %(state)s + """, + {"id": stage.id, "state": stage.state}, + ) diff --git a/partner_stage/migrations/14.0.2.0.0/pre-migrate.py b/partner_stage/migrations/14.0.2.0.0/pre-migrate.py new file mode 100644 index 000000000..86426ed19 --- /dev/null +++ b/partner_stage/migrations/14.0.2.0.0/pre-migrate.py @@ -0,0 +1,11 @@ +# Copyright 2021 Open Source Integrators +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html). + +from odoo.tools.sql import column_exists, rename_column + + +def migrate(cr, version): + if column_exists(cr, "res_partner", "state"): + if column_exists(cr, "res_partner", "old_state"): + cr.execute("ALTER TABLE res_partner DROP COLUMN old_state") + rename_column(cr, "res_partner", "state", "old_state") diff --git a/partner_stage/models/__init__.py b/partner_stage/models/__init__.py new file mode 100644 index 000000000..3f194dcab --- /dev/null +++ b/partner_stage/models/__init__.py @@ -0,0 +1,2 @@ +from . import res_partner_stage +from . import res_partner diff --git a/partner_stage/models/res_partner.py b/partner_stage/models/res_partner.py new file mode 100644 index 000000000..1525b3175 --- /dev/null +++ b/partner_stage/models/res_partner.py @@ -0,0 +1,28 @@ +# Copyright 2021 Open Source Integrators +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html). + +from odoo import api, fields, models + + +class Partner(models.Model): + + _inherit = "res.partner" + + @api.model + def _get_default_stage_id(self): + return self.env["res.partner.stage"].search( + [("is_default", "=", True)], limit=1 + ) + + @api.model + def _read_group_stage_id(self, states, domain, order): + return states.search([]) + + stage_id = fields.Many2one( + comodel_name="res.partner.stage", + group_expand="_read_group_stage_id", + default=_get_default_stage_id, + index=True, + tracking=True, + ) + state = fields.Selection(related="stage_id.state", store=True, readonly=True) diff --git a/partner_stage/models/res_partner_stage.py b/partner_stage/models/res_partner_stage.py new file mode 100644 index 000000000..9740fde33 --- /dev/null +++ b/partner_stage/models/res_partner_stage.py @@ -0,0 +1,34 @@ +# Copyright 2021 Open Source Integrators +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html). + +from odoo import _, api, fields, models +from odoo.exceptions import ValidationError + + +class PartnerStage(models.Model): + _name = "res.partner.stage" + _description = "Contact Stage" + _order = "sequence, id" + + name = fields.Char(required=True, translate=True) + code = fields.Char() + sequence = fields.Integer(help="Used to order the stages", default=10) + fold = fields.Boolean() + active = fields.Boolean(default=True) + description = fields.Text(translate=True) + is_default = fields.Boolean("Default state") + + state = fields.Selection( + [("draft", "To Approve"), ("confirmed", "Approved"), ("cancel", "Archived")], + string="Related State", + default="confirmed", + ) + + _sql_constraints = [ + ("res_partner_stage_code_unique", "UNIQUE(code)", "Stage Code must be unique.") + ] + + @api.constrains("is_default") + def _check_default(self): + if self.search_count([("is_default", "=", True)]) > 1: + raise ValidationError(_("There should be only one default stage")) diff --git a/partner_stage/readme/CONFIGURATION.rst b/partner_stage/readme/CONFIGURATION.rst new file mode 100644 index 000000000..49ec1096d --- /dev/null +++ b/partner_stage/readme/CONFIGURATION.rst @@ -0,0 +1,7 @@ +To create a new Stage: + +#. Navigate to *Contacts > Configuration > Contact Stages*. + +#. Create a new record, and set the name, code and a description. + +#. The stage order can be modified using teh handle widget, on the list view. diff --git a/partner_stage/readme/CONTRIBUTORS.rst b/partner_stage/readme/CONTRIBUTORS.rst new file mode 100644 index 000000000..837de373e --- /dev/null +++ b/partner_stage/readme/CONTRIBUTORS.rst @@ -0,0 +1 @@ +* Daniel Reis diff --git a/partner_stage/readme/DESCRIPTION.rst b/partner_stage/readme/DESCRIPTION.rst new file mode 100644 index 000000000..b3a8f6aad --- /dev/null +++ b/partner_stage/readme/DESCRIPTION.rst @@ -0,0 +1,2 @@ +Adds stages to Contacts allowing, for example, to setup a lifecycle workflow. +The default stages are: Draft, Active and Inactive. diff --git a/partner_stage/readme/USAGE.rst b/partner_stage/readme/USAGE.rst new file mode 100644 index 000000000..9f8c81c97 --- /dev/null +++ b/partner_stage/readme/USAGE.rst @@ -0,0 +1,4 @@ +Open a Contact form to see the corresponding Stage. +It is visible in the stages bar, at the top right are of the form. + +The contact stage can be changed clicking on the stages bar. diff --git a/partner_stage/security/ir.model.access.csv b/partner_stage/security/ir.model.access.csv new file mode 100644 index 000000000..a8c5a47e1 --- /dev/null +++ b/partner_stage/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_partner_stage_edit","access_partner_stage_edit","model_res_partner_stage","base.group_system",1,1,1,1 +"access_partner_stage_read","access_partner_stage_read","model_res_partner_stage",,1,0,0,0 diff --git a/partner_stage/static/description/icon.png b/partner_stage/static/description/icon.png new file mode 100644 index 000000000..3a0328b51 Binary files /dev/null and b/partner_stage/static/description/icon.png differ diff --git a/partner_stage/tests/__init__.py b/partner_stage/tests/__init__.py new file mode 100644 index 000000000..5f010342f --- /dev/null +++ b/partner_stage/tests/__init__.py @@ -0,0 +1 @@ +from . import test_partner_stage diff --git a/partner_stage/tests/test_partner_stage.py b/partner_stage/tests/test_partner_stage.py new file mode 100644 index 000000000..be95ef183 --- /dev/null +++ b/partner_stage/tests/test_partner_stage.py @@ -0,0 +1,24 @@ +# Copyright 2021 Open Source Integrators +# License AGPL-3.0 or later (https://www.gnu.org/licenses/agpl.html). + +from odoo.exceptions import ValidationError +from odoo.tests.common import SavepointCase + + +class TestPartnerStage(SavepointCase): + @classmethod + def setUpClass(cls): + super().setUpClass() + cls.Stage = cls.env["res.partner.stage"] + cls.Partner = cls.env["res.partner"] + + def test_01_partner_stage(self): + default_stage = self.env.ref("partner_stage.partner_stage_active") + new_partner = self.Partner.create({"name": "A Partner"}) + self.assertTrue(new_partner.stage_id, default_stage) + + def test_02_stage_default_constraint(self): + with self.assertRaises(ValidationError) as ctx: + self.Stage.create({"name": "Another Default Stage", "is_default": True}) + err_msg = ctx.exception.args[0] + self.assertEqual("There should be only one default stage", err_msg) diff --git a/partner_stage/views/res_partner_stage_views.xml b/partner_stage/views/res_partner_stage_views.xml new file mode 100644 index 000000000..569c6fb8e --- /dev/null +++ b/partner_stage/views/res_partner_stage_views.xml @@ -0,0 +1,57 @@ + + + + + res.partner.stage + +
+ +
+
+ + + + + + + + + + + + + +
+ + + + + res.partner.stage + + + + + + + + + + + + + Stage + res.partner.stage + tree,form + + + + Contact Stages + + + + + diff --git a/partner_stage/views/res_partner_views.xml b/partner_stage/views/res_partner_views.xml new file mode 100644 index 000000000..2a5687801 --- /dev/null +++ b/partner_stage/views/res_partner_views.xml @@ -0,0 +1,34 @@ + + + + + res.partner + + + +
+ +
+ + + + + + res.partner + + + + + + + + + diff --git a/setup/partner_stage/odoo/addons/partner_stage b/setup/partner_stage/odoo/addons/partner_stage new file mode 120000 index 000000000..1550ef756 --- /dev/null +++ b/setup/partner_stage/odoo/addons/partner_stage @@ -0,0 +1 @@ +../../../../partner_stage \ No newline at end of file diff --git a/setup/partner_stage/setup.py b/setup/partner_stage/setup.py new file mode 100644 index 000000000..28c57bb64 --- /dev/null +++ b/setup/partner_stage/setup.py @@ -0,0 +1,6 @@ +import setuptools + +setuptools.setup( + setup_requires=['setuptools-odoo'], + odoo_addon=True, +)