From 3c52cd4647781306710736cfdc74564159f69e3f Mon Sep 17 00:00:00 2001 From: Rinaldi Firdaus Date: Thu, 30 Nov 2023 09:30:46 +0000 Subject: [PATCH] update readme --- crm_exception/README.rst | 19 +++++++++++++++---- crm_exception/readme/CONFIGURE.rst | 11 +++++++++-- crm_exception/readme/ROADMAP.rst | 6 +++++- crm_exception/static/description/index.html | 18 ++++++++++++++---- 4 files changed, 43 insertions(+), 11 deletions(-) diff --git a/crm_exception/README.rst b/crm_exception/README.rst index 30481434078f..e8adda9f6071 100644 --- a/crm_exception/README.rst +++ b/crm_exception/README.rst @@ -7,7 +7,7 @@ CRM Exception !! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! - !! source digest: sha256:7f73529e302d9def7b53d1c1eb9f0ec64f2732f5c15311692a9853cc355ac98d + !! source digest: sha256:364c4bbd2fab4ca9a0a3ba481b31aec7efb3fcd15f8a93bfa77ca92cb9f67d11 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! .. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png @@ -39,13 +39,24 @@ You can also define an exception rule to be applied to specific CRM stages. Configuration ============= -To apply the exception rule on specific stages, fill the stage_ids field on the exception rule form with the desired stages. -If you don't define them, the rule will be checked for every stage. +**To configure CRM exception rule:** + +#. Create a new exception rule. +#. Select "Lead" in the "Apply On" field (the 'stage_ids' field will be displayed). +#. Choose the CRM stage to which you want to apply the exception rule. +#. Specify the exception type and define the condition, then save the rule. + +**Note:** +If you don't specify a CRM stage for stage_ids (leave it blank), the rule will be checked at every stage. Known issues / Roadmap ====================== -Exception checking during record creation is not enabled to prevent component destruction when clicking the 'Edit' button in the kanban view. +**No Exception checking in the create function.** + +Adding exception checking to the create function would trigger an Odoo Client Error +related to JavaScript (Error: Component is destroyed) when attempting to create a new opportunity +in the pipeline's kanban view and clicking the edit button. Bug Tracker =========== diff --git a/crm_exception/readme/CONFIGURE.rst b/crm_exception/readme/CONFIGURE.rst index 66f73ab6ad84..60afb2d3c55a 100644 --- a/crm_exception/readme/CONFIGURE.rst +++ b/crm_exception/readme/CONFIGURE.rst @@ -1,2 +1,9 @@ -To apply the exception rule on specific stages, fill the stage_ids field on the exception rule form with the desired stages. -If you don't define them, the rule will be checked for every stage. +**To configure CRM exception rule:** + +#. Create a new exception rule. +#. Select "Lead" in the "Apply On" field (the 'stage_ids' field will be displayed). +#. Choose the CRM stage to which you want to apply the exception rule. +#. Specify the exception type and define the condition, then save the rule. + +**Note:** +If you don't specify a CRM stage for stage_ids (leave it blank), the rule will be checked at every stage. diff --git a/crm_exception/readme/ROADMAP.rst b/crm_exception/readme/ROADMAP.rst index 79b81423d2ea..2eaf611d9335 100644 --- a/crm_exception/readme/ROADMAP.rst +++ b/crm_exception/readme/ROADMAP.rst @@ -1 +1,5 @@ -Exception checking during record creation is not enabled to prevent component destruction when clicking the 'Edit' button in the kanban view. +**No Exception checking in the create function.** + +Adding exception checking to the create function would trigger an Odoo Client Error +related to JavaScript (Error: Component is destroyed) when attempting to create a new opportunity +in the pipeline's kanban view and clicking the edit button. diff --git a/crm_exception/static/description/index.html b/crm_exception/static/description/index.html index 48fe44f88e5d..bba5a6032539 100644 --- a/crm_exception/static/description/index.html +++ b/crm_exception/static/description/index.html @@ -367,7 +367,7 @@

CRM Exception

!! This file is generated by oca-gen-addon-readme !! !! changes will be overwritten. !! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -!! source digest: sha256:7f73529e302d9def7b53d1c1eb9f0ec64f2732f5c15311692a9853cc355ac98d +!! source digest: sha256:364c4bbd2fab4ca9a0a3ba481b31aec7efb3fcd15f8a93bfa77ca92cb9f67d11 !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! -->

Beta License: AGPL-3 OCA/crm Translate me on Weblate Try me on Runboat

This module allows you to attach several customizable exceptions to your opportunities. @@ -388,12 +388,22 @@

CRM Exception

Configuration

-

To apply the exception rule on specific stages, fill the stage_ids field on the exception rule form with the desired stages. -If you don’t define them, the rule will be checked for every stage.

+

To configure CRM exception rule:

+
    +
  1. Create a new exception rule.
    2. +
  2. Select “Lead” in the “Apply On” field (the ‘stage_ids’ field will be displayed).
    3. +
  3. Choose the CRM stage to which you want to apply the exception rule.
    4. +
  4. Specify the exception type and define the condition, then save the rule.
    5. +
+

Note: +If you don’t specify a CRM stage for stage_ids (leave it blank), the rule will be checked at every stage.

Known issues / Roadmap

-

Exception checking during record creation is not enabled to prevent component destruction when clicking the ‘Edit’ button in the kanban view.

+

No Exception checking in the create function.

+

Adding exception checking to the create function would trigger an Odoo Client Error +related to JavaScript (Error: Component is destroyed) when attempting to create a new opportunity +in the pipeline’s kanban view and clicking the edit button.

Bug Tracker