Commit: https://github.com/odoo/odoo/commit/83a4374
Introduced a parameter force_assignation to choose to overwrite the salesman
when converting a lead to an opportunity.
However the field had never been made visible in the wizard view.
opw 1859447
- When merging partners with fields restricted to certain groups which the user doesn't belong, an access error is raised.
To avoid this, we only merge fields that are accessible by the user. We do so by using the method fields_get() that only returns the fields accessible by the current user.
When evaluating a domain, each x2many in the evaluation context is
actually replaced by a list of ids. However, previously, it was actually a
list of commands. The list of ids is much better, since it does not
depends on the exact commands that were generated.
The module studio gives the abality to name columns or tables with
upper cases. So making the SQL case sensitive avoids problems with studio.
opw:770022
Merge wizard contained dead code with references to an unused lib for
validating emails. Removing everything is easier.
+ remove unnecessary pycompat wrapping for safe use of dict.items()
* remove references to basestring & unicode (use relevant pycompat
helpers)
* remove some str calls (either entirely or replaced by relevant
helper, either text or native)
* use better API to avoid unnecessary conversions
* remove some XML declarations in views
- Create a contact
- Create a lead
- Convert lead to opportunity w/ link to existing customer option
Salesperson on the lead to opportunity merge overrides the salesperson
in the contact record.
Link with existing customer should not override salesperson on contact
record. The two fields should be independent of each other unless you
are creating a new contact.
opw-659028
opw-740526
In Python 3:
* various builtins and dict methods were changed to return
view/iterable objects rather than lists
* and the separate Python 2 view/iterable builtins and methods were
removed altogether
This is problematic when using these items as list (which the happens
repeatedly in Odoo), but more viciously when iterating *multiple times*
over them (which also happens, which I've messed up multiple times while
writing this, and which is a pain to debug even when you've just created
the issue).
Convert all code using these to semantics-matching cross-version
helper functions to get the LCD behaviour between P2 and P3, and
forbid the builtins via lint.
issue #8530
This partially reverts commits 5d746d0ac6 and
73de86c768.
The tightening of access rights was too strong: regular users need to be able
to read models and fields (to create an email templace, for instance.)
[FIX] ir_values: in `get_actions`, exclude field `code`
Functional
==========
Sales teams become sales channels. Their dashboard cards now include a graph
displaying customizable data for managers (comparable to those in accounting).
By default, you now have the following sales channels (non-demo):
Direct Sales (with installation of crm or sale)
Sales Channel type: Sales
Works same as before, what's changed is:
- their cards display one big button directing to the start of their
workflow
- the links on the right-hand side have been reworked, and are only
displayed when there is at least one item requiring attention.
- 'More' tab remains unchanged.
Website (with installation of website_sale)
Sales Channel type: Website
Differences lies in the links displayed in the dashboard card:
- it displays abandoned carts, awaiting payments and payments to capture
Default Channel linked to all sales made from the eCommerce.
Point of Sale (with installation of sale and point_of_sale
-> auto-installs pos_sale)
Sales Channel type: Point of Sale
Linked to pos.configs and their pos.sessions and pos.orders.
- only links to their linked pos.config dashboard and open sessions
- can't use opportunities, lead or invoicing and can only display
pos.order data in the graph.
Default Channel linked to the default pos.config.
Technical
=========
- Add a channel type: sales, pos, website that have different actions/settings
- Add a graphs to the kanban cards in the sales/crm dashboard, configurable in
the form view in the new dashboard page.
- Rename sales teams to sales channels, rename and add default and demo sales
channels
- Change dashboard links depending on the channel type and add a related
computed fields on crm.team
- Rename strings and improve channel form view.
- Leads are now checked by default once activated for 'sales' type channels
- Disable checking "leads" without using "opportunities".
- Hide invoicing and invoicing target depending on channel type.
- Move currency_id to sales_team
crm.lead model now supports activities. Filters have been added to ease
their management. Mail activities replace the old crm.activity model. All code
related to crm.activity is then removed, including views and custom widget.
Standard activities feature is now used widely in Odoo addons and replace
those custom activities.
A small update is required in website_crm_partner_assign. Now the portal user
can only update or create its own activities aka assigned to him. If he has
an activity assigned to him it is displayed in the opportunity website view.
If not editing the opportunity will create a new activity assigned to him.
In the merge partner wizard, there's a button in the footer which
trigger the method `action_close`. This method is decorated by
an api.multi and begins with an ensure_one() and if you click
on close directly after opening the wizard, self.ensure_one
fails.
The thing is, `action_close` only return an ir.action.act_window_close
action and there's a special attribue you can set in the form
view button to make it return an ir.action.act_window_close directly.
If we use this technique, then there's no traceback anymore. So this
is the fix.
=======
PURPOSE
=======
In list view, when handling in mass the opportunities and mark it as lost, it
should be possible to set the lost reason.
The reason would be the same for all the selected opportunities.
=============
SPECIFICATION
=============
On clicking of 'Mark as Lost', ask user the lost reason through wizard. and then
set that lost reason to all the opportunities selected.
- try to make better use of recordsets (and recordset APIs)
- remove pointless decorators
- remove redundant ensure_one
- make 'stage_find' a private method returning a recordset
- etc ...
- remove backward compatibility method `case_mark_won` and `case_mark_lost`
- change signature of `find_stage` method, by setting team_id optional, since
we can get if from `self.team_id`
- remove unused methods in crm_lead.py
- remove unsed code in base_merge_partner.py
- remove unused method in res_partner.py
- regroup view definitions per models (almost 1 file per big model)
- remove isolated crm_report.xml
- moved content of crm/crm_lead_menu.xml to crm/views/crm_lead_views.xml
- moved content of crm/sales_team_dashboard.xml to crm/views/crm_team_views.xml
Purpose:
Having the res_group defined in base and sales_team auto installed
with mail doens't make sense.
- Move the empty res_config class and the related view from
base_setup to sales_team (base_setup only contains the 'General Settings'
model and views
- Move the 'sale' related content from product to sale module (Access rights,
menuitems,...)
- Set sales_team at autoinstall False. The module is installed when needed by
crm or sale for example
- Set sales_team as a dependency of voip. (Access rights defined for configuration
purpose)
- Set sales_team ad a dependency of subscription (Access rights issue too)
[FIX] account: move some ir.model.access to sale module
[FIX] payment: Move some ir.rule to website_sale
[FIX] stock: move some ir.model.access rule to sale_stock
[FIX] project: Move some ir.model.access rules to crm_project_issue
[FIX] mrp: Move some ir.model.access rules to sale_mrp
[FIX] calendar: move some ir.model.access rules to crm
Rename xmlids accordingly. Example: 'base.group_sale_manager' becomes
sales_team.group_sale_manager.
[ADD] sales_team: See own documents => See only his sales team
Moved the "User: Own Leads Only", "User: All Leads" and "Manager" groups from sale and crm
into sales_team module. Add the record rules so that user can see only his Own Sales Team
if "See Own Leads" is sales right and can see all sales teams if he is having sales rights
of "See All Leads" or manager.
len-odoo