aliases explanation and redirection to the general settings.
Added an option to automatically generate an alias for sales
teams, like what is done in projects.
Some cleaning has been done in the form view. Aliases are
valable only for sales team managing leads.
[REM] crm: removed unused file crm_report_view.xml, containing
strange old views, probably some old reports. Those seems to be replaced by
the opportunities and activities analysis + the various dashboards and
graph views.
Stages are now sales team dependant, and not shared anymore. This comes
with a sales-team way of working :
- sales team is the entrance point, click on the big Pipeline button to
see the opportunities pipeline of this specific sales team
- no more opportunities menu entry, as you should come from a sales team
- leads are still sales-team agnostic
The stage management has been updated :
- Won is still a stage (probability=100, onchange=1).
- Lost is not a stage anymore. Lost is equivalent to archiving. Archiving
uses the active field. Setting a lead or an opportunity as lost set them
as unactive.
Downside of the no more share policy: multi sales team opportunities
management can quickly become complicated. Indeed you may have stages
with the same name, not being the same stage, therefore not displayed
in the same column. Grouping on the stage name leads to other issues
(sequencing incoherence, impossible to drag n drop), so this is not
an option.
Using several sales team and the new dashboards is now the only
behavior about sales team. The unique sales team mode is therefore
removed, leading to some update in the various addons that hide
the team_id field when not in multi sales team mode.
[DEMO] cleaned demo data (removed marketing sales team because it should
not exist)
The onchange on partner field must not fill the company name if
the partner is not a company or not in a company. If the partner
is not a company, the contact name field must be filled with the
partner name.
opw:644878
won: probability=100 (on lead)
loss: probability=0 and not active
Won / Loss Replaced most complex domains (merge leads wizard...) by active=True
[IMP] Code cleaning / removing:
unused report.crm.*
merged crm.lead.report and crm.opportunity.report (one report with domains)
[IMP] Cleaned demo data:
Won / Loss, Put back "New" stage
Removed "Marketing" sales team
[IMP] Removed Multiple salesteam setting (always multiple salesteam
Always display the dashboard (multiple salesteam)
No more option in settings
[FIX] misc fixes (bad domains), type not required
- sales_team: remove field note, usability improvement in kanban and form views
- crm: in crm.stage remove default_case, sequence and legend_priority fields and remove default stage_ids + some fields in technical group
- sale: add field use_invoices on sales_team and display links in dashboard according to this new field
- removed message_summary, a field that computes html containing the number
of unread messages. This field was used only in kanban views. Probably that
in earlier versions of the kanban view this field had a use; however now
we can directly use a counter and use it in the kanban templates.
- message_unread_counter is added, a counter of unread messages computed
in the same time as message_unread. It is now used in kanban views.
Views of several addons have been updated.
for channel-related stuff. mail.channel views as well as timeline views
and actions have been renamed. Now the names follow the guidelines and
will be used in the upcoming refactoring of mail and chat.
model has been renamed to mail.channel to prepare the slack modeling.
In future commits the mail.group model will be merged with the channel
model from im_chat. The first move is to rename mail.group into
mail.channel to have a model that will unite both features.
to define custom light workflows on opportunities.
Activities are linked to mail.message.subtype through inheritance.
This means that the follow mechanism works for activities. When
an activity is done, a message with the matching subtype is posted
on the opportunity.
Activities are internal by default. They are only visible by
employees.
A shortcut in the 'log a note' chatter option allows to post a
note linked to an activity (subtype).
In view inheritance, selecting an element based on the attribute `string` is
broken, since this attribute may be translated before the inheritance is
applied. This fixes existing views to avoid such selections.
(leftover of migration). However this implies some fixes in the various calls
to models inheriting from mail.thread. Indeed giving positional instead of
keyword argument creates issues in the wrapper between the old and new
API.
In account_analytic_plan, useless override of fields_view_get has been removed.
During tests, some creation of user records would unnecessarily trigger
password reset or set a password, both of which would trigger password
hashing which takes some time (for good reasons).
Fix by:
* passing no_reset_password in YAML tests and some Python tests still
missing it (a number of Python tests already used it)
* removing passwords from YAML records as they're never necessary, the
test user records are not expected to ever log in
Thibault Delavallée