New Addon

colour_code_project/__openerp__.py

@@ -22,7 +22,7 @@
 {
     'name': "Automatic Colour Code for Task",
     'summary': """Automatic Colour Code for Task Based on Project""",
-    'author': "Cybrosys Technologies",
+    'author': "Cybrosys Techno Solutions",
     'website': "http://www.cybrosys.com",
     'category': 'Project',
     'version': '1.0',

colour_code_project/__openerp__.py~

@@ -6,7 +6,6 @@
 #    Author: Nilmar Shereef(<http://www.cybrosys.com>)
 #    you can modify it under the terms of the GNU LESSER
 #    GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
-#
 #    It is forbidden to publish, distribute, sublicense, or sell copies
 #    of the Software or modified copies of the Software.
 #

crm_drag_back_permission/__init__.py

@@ -0,0 +1,23 @@
+# -*- coding: utf-8 -*-
+##############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2009-TODAY Cybrosys Technologies(<http://www.cybrosys.com>).
+#    Author: Nilmar Shereef(<http://www.cybrosys.com>)
+#    you can modify it under the terms of the GNU LESSER
+#    GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
+#
+#    It is forbidden to publish, distribute, sublicense, or sell copies
+#    of the Software or modified copies of the Software.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
+#
+#    You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
+#    GENERAL PUBLIC LICENSE (LGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+import models

crm_drag_back_permission/__openerp__.py

@@ -0,0 +1,43 @@
+# -*- coding: utf-8 -*-
+##############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2009-TODAY Cybrosys Technologies(<http://www.cybrosys.com>).
+#    Author: Nilmar Shereef(<http://www.cybrosys.com>)
+#    you can modify it under the terms of the GNU LESSER
+#    GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
+#
+#    It is forbidden to publish, distribute, sublicense, or sell copies
+#    of the Software or modified copies of the Software.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
+#
+#    You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
+#    GENERAL PUBLIC LICENSE (LGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+{
+    'name': 'CRM Kanban Drag Back Permission',
+    'version': '0.2',
+    'category': 'CRM',
+    'sequence': 6,
+    'summary': 'Permission for Drag Back in CRM',
+    'author': 'Cybrosys Techno Solutions',
+    'company': 'Cybrosys Techno Solutions',
+    'website': 'http://www.cybrosys.com',
+    'depends': ['crm', 'sale', 'sales_team'],
+    'images': ['static/description/banner.jpg'],
+    'data': [
+        'views/crm_sales_team.xml',
+        'views/crm_lead_update.xml',
+        'views/templates.xml',
+        'security/ir.model.access.csv',
+
+    ],
+    'installable': True,
+    'auto_install': False,
+}

crm_drag_back_permission/models/__init__.py

@@ -0,0 +1,25 @@
+# -*- coding: utf-8 -*-
+##############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2009-TODAY Cybrosys Technologies(<http://www.cybrosys.com>).
+#    Author: Nilmar Shereef(<http://www.cybrosys.com>)
+#    you can modify it under the terms of the GNU LESSER
+#    GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
+#
+#    It is forbidden to publish, distribute, sublicense, or sell copies
+#    of the Software or modified copies of the Software.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
+#
+#    You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
+#    GENERAL PUBLIC LICENSE (LGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+import update_kanban_record
+
+

crm_drag_back_permission/models/update_kanban_record.py

@@ -0,0 +1,136 @@
+# -*- coding: utf-8 -*-
+##############################################################################
+#
+#    Cybrosys Technologies Pvt. Ltd.
+#    Copyright (C) 2009-TODAY Cybrosys Technologies(<http://www.cybrosys.com>).
+#    Author: Nilmar Shereef(<http://www.cybrosys.com>)
+#    you can modify it under the terms of the GNU LESSER
+#    GENERAL PUBLIC LICENSE (LGPL v3), Version 3.
+#
+#    It is forbidden to publish, distribute, sublicense, or sell copies
+#    of the Software or modified copies of the Software.
+#
+#    This program is distributed in the hope that it will be useful,
+#    but WITHOUT ANY WARRANTY; without even the implied warranty of
+#    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+#    GNU LESSER GENERAL PUBLIC LICENSE (LGPL v3) for more details.
+#
+#    You should have received a copy of the GNU LESSER GENERAL PUBLIC LICENSE
+#    GENERAL PUBLIC LICENSE (LGPL v3) along with this program.
+#    If not, see <http://www.gnu.org/licenses/>.
+#
+##############################################################################
+from openerp import models, fields, api
+
+
+class StageChange(models.Model):
+    _inherit = 'crm.lead'
+
+    stage_previous = fields.Integer(string="Previous stage", default=False)
+    stage_next = fields.Integer(string="Next stage", default=False)
+    stage_type = fields.Char()
+    new_stage_id = fields.Selection([('previous', 'Previous'), ('current', 'Current'), ('next', 'Next')], readonly=True)
+    previous = fields.Char(string="Previous Stage", compute='get_previous_stage')
+    next_stage = fields.Char(string="Next Stage", compute='get_next_stage')
+
+    @api.one
+    def get_previous_stage(self):
+        self.previous = self.env['crm.case.stage'].search([('id', '=', self.stage_previous)]).name
+
+    @api.one
+    def get_next_stage(self):
+        self.next_stage = self.env['crm.case.stage'].search([('id', '=', self.stage_next)]).name
+
+    @api.one
+    def approve_oppor(self):
+        self.write({'stage_id': self.env['crm.case.stage'].browse([self.stage_next]).id, 'stage_previous': self.stage_id.id, 'stage_next': 0, 'new_stage_id': ''})
+        return
+
+    @api.one
+    def decline_oppor(self):
+        self.write({'stage_id': self.env['crm.case.stage'].browse([self.stage_previous]).id, 'stage_previous': self.stage_id.id, 'stage_next': 0, 'new_stage_id': ''})
+        return
+
+    @api.multi
+    def write(self, vals):
+        if not vals.get('stage_previous') and vals.get('stage_id'):
+            last_stage = self.browse(self.ids).stage_id
+
+            if self.env['crm.case.stage'].browse([vals['stage_id']]).stage_order < last_stage.stage_order \
+                    and not self.env['res.users'].browse(self._uid).has_group('base.group_sale_manager') \
+                    and not self.env['res.users'].browse(self._uid).has_group('base.group_sale_salesman_all_leads'):
+                vals['stage_previous'] = last_stage.id
+                vals['stage_next'] = vals['stage_id']
+                vals['stage_type'] = "approval"
+                vals['new_stage_id'] = 'current'
+                to_approve = self.env['crm.case.stage'].search([('type', '=', 'approval'), ('name', '=', 'Waiting for approval')])
+                if to_approve:
+                    vals['stage_id'] = to_approve.id
+                else:
+                    values = {
+                        'name': "Waiting for approval",
+                        'type': "approval",
+                        'stage_order': -1,
+                    }
+                    result = self.env['crm.case.stage'].create(values)
+                    vals['stage_id'] = result.id
+
+        elif vals.get('stage_id'):
+            vals['stage_type'] = ""
+        res = super(StageChange, self).write(vals)
+        return res
+
+    def get_approvals(self, cr, uid, context=None):
+        tree_res = self.pool.get('ir.model.data').get_object_reference(cr, uid, 'crm',
+                                                                       'crm_case_tree_view_oppor')
+        x = self.pool.get('ir.model.data').get_object_reference(cr, uid, 'crm_drag_back_permission', 'action_waiting_approval_window')
+        tree_id = tree_res and tree_res[1] or False
+        form_res = self.pool.get('ir.model.data').get_object_reference(cr, uid, 'crm',
+                                                                       'crm_case_form_view_leads')
+        form_id = form_res and form_res[1] or False
+        approval_stage = self.pool.get('crm.lead')
+        approvals = approval_stage.search(cr, uid, [('stage_id.type', '=', "approval")])
+        user_obj = self.pool.get('res.users')
+        u_id = user_obj.browse(cr, uid, uid, context=context)
+        if u_id.has_group('base.group_sale_salesman_all_leads') and u_id.has_group(
+                'base.group_sale_salesman') and u_id.has_group('base.group_sale_manager'):
+            object_list = approvals
+        elif u_id.has_group('base.group_sale_salesman_all_leads') and u_id.has_group('base.group_sale_salesman'):
+            teams = self.pool.get('crm.case.section').search(cr, uid, [('user_id.id', '=', uid)])
+            object_list = []
+            if approvals:
+                for obj in approvals:
+                    if self.pool.get('crm.lead').browse(cr, uid, [obj]).section_id.id in teams:
+                        object_list.append(obj)
+        elif u_id.has_group('base.group_sale_salesman'):
+            object_list = []
+            if approvals:
+                for obj in approvals:
+                    if self.pool.get('crm.lead').browse(cr, uid, [obj]).user_id.id == uid:
+                        object_list.append(obj)
+        return {
+            'model': 'ir.actions.act_window',
+            'name': 'Waiting Approval',
+            'type': 'ir.actions.act_window',
+            'view_type': 'form',
+            'view_mode': 'form,tree',
+            'res_model': 'crm.lead',
+            'views': [(tree_id, 'tree'), (form_id, 'form')],
+            'domain': [('id', 'in', object_list)],
+            'id': x[1],
+        }
+
+
+class NewStage(models.Model):
+    _inherit = 'crm.case.stage'
+
+    stage_order = fields.Integer(string='Order')
+    type = fields.Selection([('lead', 'Lead'), ('opportunity', 'Opportunity'), ('both', 'Both'), ('approval', '')],
+                            string='Type', required=True,
+                            help="This field is used to distinguish stages related to Leads from stages related to "
+                                 "Opportunities or to specify stages available for both types.")
+
+
+
+
+

crm_drag_back_permission/security/ir.model.access.csv

@@ -0,0 +1,4 @@
+id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
+access_crm_case_stage,crm.case.stage,model_crm_case_stage,base.group_sale_salesman,1,1,1,1
+access_crm_case_stage_head,crm.case.stage,model_crm_case_stage,base.group_sale_salesman_all_leads,1,1,1,1
+

crm_drag_back_permission/static/description/index.html

@@ -0,0 +1,93 @@
+<section class="oe_container">
+    <div class="oe_row oe_spaced">
+        <h2 class="oe_slogan">CRM Kanban Drag Back</h2>
+        <h3 class="oe_slogan">Permission for Back Drag in CRM Kanban view</h3>
+         <h4 class="oe_slogan">Author : Cybrosys Techno Solutions , www.cybrosys.com</h4>
+    </div>
+    <div class="oe_row oe_spaced">
+        <div>
+            This module restricts some users to drag    leads backwards in sales pipeline without permission.
+        </div>
+    </div>
+
+    <div class="oe_row oe_spaced">
+        <div class="oe_span12">
+            <div class="oe_demo oe_picture oe_screenshot">
+                <img src="image1.png">
+            </div>
+        </div>
+        <div class="oe_span12">
+            <p class='oe_mt32'>
+                Go to Settings -> Configuration -> Sales, and enable the 'Manage Sales Teams' option
+                under the Sales Teams.
+            </p>
+        </div>
+        <div class="oe_span12">
+            <div class="oe_demo oe_picture oe_screenshot">
+                <img src="image2.png">
+            </div>
+        </div>
+        <div class="oe_span12">
+            <p class='oe_mt32'>
+                Go to Configuration -> Stages, and set an 'order'(integer value) for each stage you want to use in the pipeline.
+                The drag back is working based on this 'order' field value. When a user tries to drag a lead from one stage to another,
+                we will check the 'order' of those two stages.
+                If the movement is from a stage with higher order value to a stage with lower order value, it will be considered
+                as a back drag.
+            </p>
+        </div>
+    </div>
+</section>
+
+<section>
+    <div class="oe_row oe_spaced">
+        <div class="oe_span12">
+            <p class='oe_mt32'>
+               When a salesperson tries to perform a back drag, the lead will go to a new stage, 'Waiting for Approval'.
+                From this stage, the Administrator or the Head of Sales of team which the lead belongs to, can
+                approve the lead to the stage requested by the user or decline the lead back to it's previous stage.
+                The salesperson can't move the lead from this stage.
+            </p>
+            <div class="oe_span12">
+                <div class="oe_demo oe_picture oe_screenshot">
+                    <img src="image3.png">
+                </div>
+            </div>
+
+        </div>
+    </div>
+</section>
+ <section>
+    <div class="oe_row oe_spaced">
+        <div class="oe_span12">
+            <p class='oe_mt32'>
+               In the 'Waiting for Approval' stage, a lead will be visible only to the administrator,
+                the user to which the lead is assigned to and the head of sales  of team that the lead belongs to.
+                When we select a lead in the 'Waiting for Approval' stage, we can see the stages, the lead comes from and where the lead is headed to.
+            </p>
+        </div>
+        <div class="oe_span12">
+             <div class="oe_demo oe_picture oe_screenshot">
+                <img src="image5.png">
+            </div>
+        </div>
+    </div>
+</section>
+
+<section class="oe_container oe_dark">
+    <h2 class="oe_slogan">Need Any Help?</h2>
+    <div class="oe_slogan">
+        <a  class="btn btn-primary btn-lg mt8"
+            style="color: #FFFFFF !important;" href="http://www.cybrosys.com"><i
+            class="fa fa-envelope"></i> Email </a> <a
+            class="btn btn-primary btn-lg mt8" style="color: #FFFFFF !important;"
+            href="http://www.cybrosys.com/contact/"><i
+            class="fa fa-phone"></i> Contact Us </a> <a
+            class="btn btn-primary btn-lg mt8" style="color: #FFFFFF !important;"
+            href="http://www.cybrosys.com/odoo-customization-and-installation/"><i
+            class="fa fa-check-square"></i> Request Customization </a>
+    </div>
+</section>
+
+
+

crm_drag_back_permission/static/src/js/hide_stage.js

@@ -0,0 +1,16 @@
+openerp.crm_drag_back_permission = function (instance) {
+    var kanbanview = instance.web_kanban;
+    kanbanview.KanbanView.include({
+        do_process_groups: function (groups) {
+            var x = [] ;
+            for (var i in groups) {
+                if (groups[i]['attributes']['value'][1] != 'Waiting for approval') {
+                    x[i] = groups[i];
+                }
+
+            }
+            this._super(x);
+
+        },
+        });
+}

crm_drag_back_permission/views/crm_lead_update.xml

@@ -0,0 +1,115 @@
+<?xml version="1.0" encoding="UTF-8" ?>
+<openerp>
+    <data>
+        <record id="crm_case_form_view_lead_updated" model="ir.ui.view">
+            <field name="name">Leads updated</field>
+            <field name="model">crm.lead</field>
+            <field name="inherit_id" ref="crm.crm_case_form_view_leads" />
+            <field name="arch" type="xml">
+                <xpath expr="//field[@name='partner_id']" position="after">
+                    <field name="stage_previous" invisible="1" />
+                    <field name="stage_next" invisible="1" />
+                    <field name="stage_type" invisible="1" />
+                </xpath>
+                <xpath expr="//field[@name='user_id']" position="attributes">
+                    <attribute name="required">1</attribute>
+                </xpath>
+                <xpath expr="//form/header/field[@name='stage_id']" position="attributes">
+                    <attribute name="attrs">{'invisible': [('stage_type','=','approval')]}</attribute>
+                </xpath>
+
+                <xpath expr="//form/header" position="inside">
+                    <button name="approve_oppor" string="Approve" groups="base.group_sale_manager,base.group_sale_salesman_all_leads"
+                            type="object" class="oe_highlight o_wow" attrs="{'invisible': [('stage_type','!=','approval')]}"/>
+                    <button name="decline_oppor" string="Decline" groups="base.group_sale_manager,base.group_sale_salesman_all_leads"
+                            type="object" class="oe_highlight o_wow"  attrs="{'invisible': [('stage_type','!=','approval')]}"/>
+
+                </xpath>
+                <xpath expr="//form/header/button[1]" position="attributes">
+                    <attribute name="attrs">{'invisible': [('stage_type','=','approval')]}
+                    </attribute>
+                </xpath>
+
+                <xpath expr="//group[1]/group[2]" position="before">
+                    <group>
+                        <field name="previous" />
+                        <field name="next_stage"/>
+                    </group>
+                </xpath>
+
+            </field>
+        </record>
+
+        <record id="crm_case_form_view_opport_updated" model="ir.ui.view">
+            <field name="name">Opportunity updated</field>
+            <field name="model">crm.lead</field>
+            <field name="inherit_id" ref="crm.crm_case_form_view_oppor" />
+            <field name="arch" type="xml">
+                <xpath expr="//field[@name='partner_id']" position="after">
+                    <field name="stage_previous" invisible="1" />
+                    <field name="stage_next" invisible="1" />
+                    <field name="stage_type" invisible="1" />
+                </xpath>
+                <xpath expr="//field[@name='user_id']" position="attributes">
+                    <attribute name="required">1</attribute>
+                </xpath>
+
+                <xpath expr="//form/header/field[@name='stage_id']" position="attributes">
+                    <attribute name="attrs">{'invisible': [('stage_type','=','approval')]}</attribute>
+                </xpath>
+
+
+                <xpath expr="//form/header" position="inside">
+                    <button name="approve_oppor" string="Approve" groups="base.group_sale_manager,base.group_sale_salesman_all_leads"
+                            type="object" class="oe_highlight o_wow" attrs="{'invisible': [('stage_type','!=','approval')]}"/>
+                    <button name="decline_oppor" string="Decline" groups="base.group_sale_manager,base.group_sale_salesman_all_leads"
+                            type="object" class="oe_highlight o_wow" attrs="{'invisible': [('stage_type','!=','approval')]}" />
+
+                </xpath>
+                <xpath expr="//form/header/button[1]" position="attributes">
+                    <attribute name="attrs">{'invisible': [('stage_type','=','approval')]}</attribute>
+                </xpath>
+
+                <xpath expr="//group[1]/group[2]" position="before">
+                    <group>
+                        <field name="previous" />
+                        <field name="next_stage"/>
+                    </group>
+                </xpath>
+            </field>
+        </record>
+
+        <record id="crm_case_stage_updated" model="ir.ui.view">
+            <field name="name">Stages Updated</field>
+            <field name="model">crm.case.stage</field>
+            <field name="inherit_id" ref="crm.crm_case_stage_form"/>
+            <field name="arch" type="xml">
+                <xpath expr="//field[@name='on_change']" position="after">
+                    <field name="stage_order" />
+                </xpath>
+            </field>
+        </record>
+
+        <record id="action_waiting_approval_window" model="ir.actions.act_window">
+            <field name="name">Waiting</field>
+            <field name="res_model">crm.lead</field>
+            <field name="view_type">form</field>
+            <field name="view_mode">tree,form</field>
+        </record>
+
+
+        <record id="action_waiting_approval" model="ir.actions.server">
+            <field name="name">Waiting</field>
+            <field name="type">ir.actions.server</field>
+            <field name="res_model">crm.lead</field>
+            <field name="model_id" ref="model_crm_lead"/>
+            <field name="view_type">form</field>
+            <field name="view_mode">tree,form</field>
+            <field name="state">code</field>
+            <field name="code">action = self.get_approvals(cr, uid, context=context)</field>
+        </record>
+
+        <menuitem name="Waiting for approval" id="waiting_approval" action="action_waiting_approval" parent="base.menu_sales" />
+
+    </data>
+</openerp>

crm_drag_back_permission/views/crm_sales_team.xml

@@ -0,0 +1,21 @@
+<?xml version="1.0" encoding="utf-8"?>
+<openerp>
+<data>
+    <record id="base.group_sale_manager" model="res.groups">
+        <field name="name">CEO/Head of Business strategy</field>
+        <field name="implied_ids" eval="[(4, ref('base.group_sale_salesman'))]"/>
+    </record>
+    <record id="base.group_sale_salesman_all_leads" model="res.groups">
+        <field name="name">Head Of Sales</field>
+        <field name="category_id" ref="base.module_category_sales_management"/>
+        <field name="implied_ids" eval="[(4, ref('base.group_sale_salesman'))]"/>
+        <field name="comment">the user will have access to all records of everyone in the sales application.</field>
+    </record>
+    <record id="base.group_sale_salesman" model="res.groups">
+        <field name="name">SalesPerson</field>
+        <field name="category_id" ref="base.module_category_sales_management"/>
+        <field name="implied_ids" eval="[(4, ref('base.group_user'))]"/>
+        <field name="comment">the user will have access to his own data in the sales application.</field>
+    </record>
+</data>
+</openerp>

crm_drag_back_permission/views/templates.xml

@@ -0,0 +1,12 @@
+<?xml version="1.0" encoding="utf-8"?>
+<openerp>
+    <data>
+        <template id="assets_backend" name="hide_stage_kanban" inherit_id="web.assets_backend">
+            <xpath expr="." position="inside">
+
+                <script type="text/javascript" src="/crm_drag_back_permission/static/src/js/hide_stage.js"></script>
+
+            </xpath>
+        </template>
+    </data>
+</openerp>