* = bus, calendar, crm_livechat, hr, hr_holidays, im_livechat, mail_bot,
mass_mailing, privacy_lookup, test_discuss_full, test_mail,
test_mail_full, website_crm_livechat, website_livechat, base
In preparation of splitting discuss and mail modules.
Part of task-3265211
closesodoo/odoo#118354
Related: odoo/upgrade#4553
Related: odoo/enterprise#39661
Signed-off-by: Sébastien Theys (seb) <seb@odoo.com>
When using message_post, the body format must be explicitly specified.
If html is expected, a Markup object should be used.
If text is given, the content will be escaped.
Before this PR:
message_post was unaware if the content of a message was HTML or
text. This lead to multiple situation where the content was
incorrectly considered as HTML and led to display errors.
In
self.message_post(body="Hello %s!" % self.name)
if the name contained HTML, it would be evaluated.
In
self.message_post(body="Contact Raoul <raoul@caramail.be>")
the email would not be displayed as considered as unknown HTML and
discarded by the sanitizer
Now each call must explict the type of content.
Use the escape() helper to properly combine Markup and translations.
It would also be acceptable to use Markup() to wrap a static
translation but escape is better as one can not guarantee the content
of a translation.
closesodoo/odoo#111850
Related: odoo/documentation#3612
Related: odoo/enterprise#36728
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Purpose
=======
Change all masculine nouns in Odoo's code to neutral nouns (when
possible), making sure that demo data is correctly handled. This is
particularly important since our code is open source, and nowadays lots
of machine learning models are trained on open source repositories.
With this small change we contribute to training more "fair" models, and
teaching models that "employee" or "user" != "he".
This also affects some text visible by the user, hence making it more
inclusive for Odoo users.
Task-2853046
closesodoo/odoo#91292
Related: odoo/enterprise#27302
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
PURPOSE
This commits adds a special step_type on the chatbot.script.steps that allows
creating a crm.lead when reaching it.
SPECS
In addition, we let the end user configure in which crm.team that lead will
land upon being created, making it possible to sort your leads based on
previous questions.
e.g: "In which country do you live"
And based on the answer, you assign to a different sales.team.
This commit comes with the necessary business code to make this feature work
as well as some extra testing methods that ensure it is correctly implemented.
Task-2030386
Part-of: odoo/odoo#84000
Co-authored-by: Patrick Hoste <pko@odoo.com>
Co-authored-by: Aurélien Warnon <awa@odoo.com>
* = crm_livechat, im_livechat, mail_bot, test_mail_full
Those are hard-coded methods just like any other, remove the magic call and the
need to forward them to the client at init.
Part of task-2622462
Before this commit, when you create a lead from livechat with the command /lead, the public user is used inside the lead.
Because the public user is archived, and self.env.ref('base.public_partner').user_ids return an empty recordset.
closesodoo/odoo#71792
X-original-commit: 04ff97e40e3869b1350dca325251747629443e69
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Replace text fields to html fields as we have our own 'OdooEditor'.
Indeed, it gives more options to users in the way they format their
content without weighting too much on the UI
(tools appear on demand and not by default).
Models -> Fields
1) crm.lead -> description
2) event.event -> note
Task Id: 2499504
X-original-commit: 524e2f089a611d897b98d86001bda5d17263db66
RATIONALE
Channel model is a mail.thread enabled model behaving strangely with followers,
notifications and discuss. Its code should however be simplified to be more
self contained and avoid unwanted side effects on other models.
PURPOSE
Remove channel ability to follow records as it mainly adds noise without a lot
of added value. Simplify channel notification flow by using directly members
and not a delegation through a channel self-following trick. Remove followers
being channels and posting with added listeners being channels.
SPECIFICATIONS
In this commit we force messages to belong to a single document using
``model`` / ``res_id`` pair. It is not possible anymore to link a message
to channels using ``channel_ids``. A message belongs to a document and
is displayed in that document's chatter.
This change implies modifying a lot of domains, notably in chatter. Indeed
discuss for channels does not use ``('channel_ids', 'in', [3])`` domains.
They now use ``('model', '=', 'mail.channel'), ('res_id', 'in', [3])`` like
other documents fetching their messages.
This commit also removes ``channel_message_ids`` field on ``mail.channel``
model. As channels are now considered as standard documents they will use
``message_ids`` field like all other documents. Linking a channel on a message
is possible only as a link in message from now on. It is not possible to push
it into a channel anymore (no more listener channels, no more channel link).
Finally a global cleaning also linked to all previous commits is done.
LINKS
Task ID-2070632 (main task)
Task ID-2419762 (followup task)
COM PR odoo/odoo#62859
ENT PR odoo/enterprise#15172
UPG PR odoo/upgrade#2005
RATIONALE
Channel model is a mail.thread enabled model behaving strangely with followers,
notifications and discuss. Its code should however be simplified to be more
self contained and avoid unwanted side effects on other models.
SPECIFICATIONS
Purpose of this commit is to better differentiate channel members technical
model from partner members in code :
* ``channel_partner_ids``: contacts member of a channel, filtering notably
on active and checking ACLs on res.partner business model. This one
should be used whenever we deal with members of a channel at business
level;
* ``channel_last_seen_partner_ids``: memberships of a channel and technical
model. This one should be used for internal processes and members
management;
Also containing
* clean naming or API of methods managing channel members. This should
not change anything functionally as only code renaming / cleaning is
performed;
* improve performances of channel member auto subscription by aggregating
all members to add and creating them at once;
* check the use of ``mail.channel.partner`` and ``res.partner`` records
through ``channel_last_seen_partner_ids`` and ``channel_partner_ids``
Channel fields;
Functionally nothing should change with this commit. It only cleans code
in order to prepare future modifications.
LINKS
Task ID-2070632 (main task)
Task ID-2419762 (followup task)
COM PR odoo/odoo#62859
ENT PR odoo/enterprise#15172
UPG PR odoo/upgrade#2005
When chatting with visitors, operator may use /lead command to directly create
a lead from discussion. That way commercial discussion can follow visitors
inquiries.
Anonymous (public) users may be part of channels, notably since f5fe11cf1e.
In that case we don't want new leads to be associated with those users. Indeed
* they are not real users, just technical users for website / frontend;
* merge processes may think all leads having public users as customer are
duplicates and should be merged, which means loosing information and
leads;
We therefore set the following heuristics
* if a public user is member of a channel -> consider this is a livechat
with an anonymous and set customer_id to False;
* otherwise try to find a share partner in channel members and link the lead
to that partner;
Task ID-2389564
closesodoo/odoo#62192
X-original-commit: 7fbeda3f7d92fa501c2752c873be2255697f5d97
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
PURPOSE
Try to move from onchange / default_get to stored editable computed fields.
Behavior should be the same (computed or set by user), with support of
create / write / onchange field update without additional code.
SPECIFICATIONS
Update classic fields updated in some cases by onchange and/or default methods
by fields with store=True, readonly=False. It means their value comes either
from manual user input, either from trigger based computation.
Remove onchange and default_get when possible, leading to an unique computation
method and clearing fields definition.
Also clean some fields definition inconsistencies, notably required fields
that should instead be correctly computed or default that have no real meaning.
SPECIFIATIONS: CONSTRAINT USER_ID / TEAM_ID
In this commit we also remove all the better implementations of "not really a
constraint" constraint about user_id and team_id. Indeed as this is a computed
field normally we should not have to call the onchange manually, even through
a hackish call to a falsy constraint (see fdc8749, 222cca2, 4e8ebc7 ). You are
all inferior to SM team.
SPECIFIATIONS: DATE_OPEN
Assignment field, namely ``date_open``, has a random definition as it seems
linked to assignation, with several behaviors intended
* ce39ca8a97 : reset only when going from
no salesman to a salesman (aka, keep assignation when changing)
* 8e540558ee: reset when changing salesman
We choose to keep first implementation as it seems a bugfix broken again
by second commit. It will also replace the ``assign_date`` defined in
``website_crm_score`` module.
SIDE EFFECTS
Several side effects occur with this commit. Indeed behavior is not always
exactly the same, notably as code rewriting allowed to fix some issues,
incoherent behavior or was simply not able to achieve exactly the same
result. Notably
* at lead creation: default probability is the one coming from PLS and not
0.0 anymore, since field is already computed. Synchronization with PLS
still works the same way (change probability, you are out of syn);
* various user_id / team_id combinations notably in convert / merge wizards
may change, notably we do not reset team_id if user_id is reset. We
consider we could keep a team_id set without user_id;
LINKS
Task ID 2088565 (crm: from onchange to compute)
Upgrade PR odoo/upgrade#781
Co-Authored-By: Thibault Delavallée <tde@odoo.com>
Co-Authored-By: Florent Lejoly <fle@odoo.com>
If an operator executes the /lead commands, the visitor was not linked to the
lead. This commit fixed that. The visitor is now linked to the lead but the
visitor does not take the lead's name.
(As '/lead leadName' creates a lead with 'leadName' as name but not as contact
name and the visitor needs the contact name of the lead)
Task ID: 2081534
PR #38706closesodoo/odoo#41960
X-original-commit: 8c257a6219f72118af4e81c14fb2c6c9f320df17
Signed-off-by: David Beguin <dbeguin@users.noreply.github.com>
Auto add source Livechat when lead created from livechat command /lead
task:internal-request
closesodoo/odoo#34763
Signed-off-by: Jérémy Kersten (jke) <jke@openerp.com>
Sébastien Theys