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106 Commits
Author SHA1 Message Date
Thibault Delavallée b14ed9a5eb [IMP] crm.lead: lost reason improvements 
- now possible to archive lost reasons. Indeed some reasons may become
  unrelevant after some time.
- updated access rights on lost reasons: manager can create / update them
  salesmen can only use them
- add archived filter
 2015-09-28 17:27:07 +02:00
qdp-odoo 6cb6f43c2b [REF] base: simplified res.partner.bank and res.bank objects for a greater usability + [IMP] account: bank journals are now the bank accounts of a company 2015-08-19 15:44:59 +02:00
Fabien Pinckaers a8c5b7810f [REF] crm: lead report and opportunity reports merged, into a single report 
[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.
 2015-07-30 10:19:14 +02:00
Thibault Delavallée 1bccaaf4b5 [REVERT] crm: reverted changes introduced in last commits 
that should lie in a feature branch and be reviewed. We try not
to screw the history and the branches, let us continue like
this.

Reverted commits :
189c589d76
11b1eb1ce5
f618df931a
c0ee9de360
a340f0cd2a
c6235581ef
51cc853c61
7a541b0d07
3f6b92e7b5
ecd410a3ee
b6418a116d
 2015-07-14 09:49:37 +02:00
Fabien Pinckaers 3f6b92e7b5 [IMP] Won / Loss not anymore depending on stages: 
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
 2015-07-13 19:22:59 -07:00
Jay Patel ff2b14d4c3 [IMP][ADD] crm: add the concept of activities, allowing 
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).
 2015-07-08 17:15:22 +02:00
Olivier Dony d90776454c [MERGE] Forward-port 8.0 bugfixes up to 0d591ca6df 2015-04-22 18:43:45 +02:00
David Monjoie 8f90636686 [IMP] crm: Opportunities Analysis menu visible to Sale Manager 
Before this commit, it was only visible by the admin user.

I used the crm.phonecall.report rules as an example, but I don't
think either of those or the opportunities ones are actually
used in the case of group_sale_salesman, because the submenu
Sales of the Reporting menu is only visible to the Sale Manager.

Fixes opw 615048.
 2015-04-21 15:26:57 +02:00
Richard Mathot a883eefdd3 [FIX] crm: one id/name for three rules... (in the Land of Mordor where the 
Shadows lie)
 2015-03-24 10:03:19 +01:00
Julien De Coster ddac26cdbb [ADD] Add the website_links module. 
This module tracks clicks in mass mailing mails and allow the generation of trackable links in a website interface.

Modules modifications
---------------------
Refractoring of the crm_tracking_* classes in a new module.

* Extract the crm_tracking_* from the crm module into a new module "utm"
* Remove the crm_mass_mailing bridge module
* New dependencies of mass_mailing and website_links to utm.
 2014-12-17 17:14:33 +01:00
fwi-odoo c92d86e02d [IMP] crm: added reason for loosing opportunities 2014-11-17 09:30:14 +01:00
Turkesh Patel fd659e908b [IMP] crm: business model cleaning 
Models renamings:
- crm.case.stage becomes crm.stage
- crm.case.section becomes crm.team

Model split:
crm.case.categ has been splitted into:
- crm.phonecall.tag
- crm.lead tag
- crm.claim.tag
- crm.helpdesk.tag

Models removal:
- crm.payment.mode
- crm.segmentation
- report.crm.case

Removal of the crm_profiling module

(all these refactorings have been done in order to ease new API
migrations)
 2014-11-04 16:58:41 +05:30
Jeremy Kersten faba7cd5aa [IMP] Crm: Add tracking mixin to manage utm campaign and add this mixin to mass_mailing, crm_lead and sale_order 2014-07-08 17:33:00 +02:00
Ravi Gadhia a3e44373d0 Merge with trunk 2014-05-06 14:58:46 +05:30
Kersten Jeremy d9c3c175bd [REF] Calendar refactoring - Manage allday in date field and not datetime. 
bzr revid: jke@openerp.com-20140430093613-3tdn2tfiwshcahbz
 2014-04-30 11:36:13 +02:00
Ravish (Open ERP) 0ee42746df [update] move alias for default lead in to crm 2014-04-02 12:41:23 +05:30
Ravish (Open ERP) 44d3f263cc [IMP] update on code 2014-04-01 18:34:23 +05:30
Ravish (Open ERP) 69c060639a [update] update in code 2014-04-01 15:14:34 +05:30
Ravish (Open ERP) 7699504d62 [Add new sale_team module] 2014-03-28 15:28:35 +05:30
Christophe Simonis 7c5994958d [IMP] crm: TransientModel does not need access rules 
bzr revid: chs@openerp.com-20131124182419-nn1m2prno6fk0iez
 2013-11-24 19:24:19 +01:00
Christophe Matthieu a26c8d76b9 [MERGE] from trunk 
bzr revid: chm@openerp.com-20130503140029-vv7u9gjmax73qyta
 2013-05-03 16:00:29 +02:00
Christophe Matthieu f8dad51752 [IMP] crm: change access right for crm.case.section. Only manager can write, create and unlink 
bzr revid: chm@openerp.com-20130503134356-9wxf9i9cifj3b7q6
 2013-05-03 15:43:56 +02:00
Stephane Wirtel 26e33ea7dc [IMP] This commit contains the new wizard for the merge of partners. 
Via this wizard, you will be able to merge a lot of partners via the email,
    name, vat or other columns.

It is available in the "Sales/Tools" menu.

bzr revid: stw@openerp.com-20130502103044-ljnj5n7pvs1vsbed
 2013-05-02 12:30:44 +02:00
Olivier Dony 97a708cbef [FIX] crm: remove default read access on Leads/Phonecalls for Employee, this was necessary only for the History tab on Customers in 6.1 
The History tab does not contain PhoneCalls and Leads/Opportunities
anymore in 7.0 - they have been replaced by buttons on the top of
the form.

lp bug: https://launchpad.net/bugs/1066580 fixed

bzr revid: odo@openerp.com-20130325141943-r9q0ljz5x1pxeoqi
 2013-03-25 15:19:43 +01:00
Raphael Collet 49b843d65f [IMP] crm: remove inheritance on base.action.rule, and change demo action rules to use standard stuff 
bzr revid: rco@openerp.com-20121221102151-fxepq652rkeba62z
 2012-12-21 11:21:51 +01:00
Divyesh Makwana (Open ERP) 0deb439449 [IMP] crm : Added access rights for 'crm.payment.mode' object. 
bzr revid: mdi@tinyerp.com-20120801100016-2fnvaz9lnavkj4bz
 2012-08-01 15:30:16 +05:30
Olivier Dony da361d1042 [IMP] crm: crm.case.stage should be readable by all, to allow new statusbar widgets to work for stages 
bzr revid: odo@openerp.com-20120724153405-8owoyo60bjgnq60r
 2012-07-24 17:34:05 +02:00
Thibault Delavallée 4fad550d69 [MERGE] Merged with main addons. 
bzr revid: tde@openerp.com-20120709081834-18pf4bol39s50uno
 2012-07-09 10:18:34 +02:00
Raphael Collet 7163de4d2c [FIX] base_calendar: define access rights for crm.meeting and crm.meeting.type 
bzr revid: rco@openerp.com-20120705080616-k9rhleajvmdg0ieu
 2012-07-05 10:06:16 +02:00
Thibault Delavallée 843c33d10b [REM] Removed mail.message access rights defined in various modules. mail.message access rights will be defined as attachments. 
bzr revid: tde@openerp.com-20120508135509-ujeqpgh83uui6nbz
 2012-05-08 15:55:09 +02:00
Jigar Amin - OpenERP 108641b123 [FIX] crm annonymous address cleanup 
bzr revid: jam@tinyerp.com-20120307054751-rtnddry36p7zhxf8
 2012-03-07 11:17:51 +05:30
Kuldeep Joshi (OpenERP) 9b4ad84a3a [FIX] crm : crm.case.section right to base.group_user 
lp bug: https://launchpad.net/bugs/908797 fixed

bzr revid: kjo@tinyerp.com-20120106093609-y706tlnwsn21p7k0
 2012-01-06 15:06:09 +05:30
Raphael Collet 0f40729069 [MERGE] lp:899916 (crm: remove dot from xml_id in ir.model.access.csv) 
bzr revid: rco@openerp.com-20111214151605-z3hd19ijqgqcweuj
 2011-12-14 16:16:05 +01:00
Fabien Pinckaers f27318c8af [IMP] Security Rule: removed duplicates due to inheritancies of groups 
bzr revid: fp@tinyerp.com-20111212181113-mhnnbps3ip8ls6pp
 2011-12-12 19:11:13 +01:00
Meera Trambadia (OpenERP) 01f54a04b9 [FIX] crm: improved ids of crm security rights in csv 
lp bug: https://launchpad.net/bugs/899916 fixed

bzr revid: mtr@tinyerp.com-20111205062638-vsg1n2zwyak399rd
 2011-12-05 11:56:38 +05:30
Antony Lesuisse 0fb7d6bdf1 [MERGE] partner manager only need read rights on crm lead 
bzr revid: al@openerp.com-20111108194043-u9a1sqokxl69r6i6
 2011-11-08 20:40:43 +01:00
Antony Lesuisse 4f5fa4f0d8 [MERGE] trunk 
bzr revid: al@openerp.com-20110828025452-vkkj23005ct60wpb
 2011-08-28 04:54:52 +02:00
Antony Lesuisse e83ea8f54c [IMP] res.partner.canal into crm.case.channel 
bzr revid: al@openerp.com-20110827233130-end57de3i484r0kb
 2011-08-28 01:31:30 +02:00
Olivier Dony 3e6b0297d0 [IMP] crm*: update crm modules to new mail module (wip) 
bzr revid: odo@openerp.com-20110722182337-5irz3g2qva0cf45e
 2011-07-22 20:23:37 +02:00
Rifakat Haradwala (Open ERP) 47a85e9f8f [IMP] mail: rename module email to mail because of parsing error 
bzr revid: rha@tinyerp.com-20110404094552-j2rdq2sbeqrbffgn
 2011-04-04 15:15:52 +05:30
Rifakat Haradwala (Open ERP) dfb7539e98 [IMP]: improvements 
bzr revid: rha@tinyerp.com-20110331090350-uud2kept28bs1xv0
 2011-03-31 14:33:50 +05:30
Rifakat Haradwala (Open ERP) 455fb2d6b3 [IMP] email: email cleanup 
bzr revid: rha@tinyerp.com-20110318134419-78qmipdipsryqgnz
 2011-03-18 19:14:19 +05:30
Yogesh (OpenERP) e1afe5828a [IMP] change module name emails to email and related to changes in addons all module. move email_gateway module file in email module and also related changes in related module.. 
bzr revid: ysa@tinyerp.com-20110310073900-ivesygpb7cdwpp43
 2011-03-10 13:09:00 +05:30
Yogesh (OpenERP) 05336df19f [IMP] change module name email to emails. 
bzr revid: ysa@tinyerp.com-20110208094016-7svkud5dzdf8a2uc
 2011-02-08 15:10:16 +05:30
Yogesh (OpenERP) 93f54b8f03 [IMP] email, email_template and email_gateway related changes done in addons module.. 
bzr revid: ysa@tinyerp.com-20110207072906-knh218shj8ufyxu7
 2011-02-07 12:59:06 +05:30
François Degrave 644e615762 [FIX] crm/security/ir.model.access.csv: ValueError: No references to base.group_hr_user 
bzr revid: fde@openerp.com-20101228145612-f0akf0k22yjb8wlv
 2010-12-28 15:56:12 +01:00
François Degrave 53ea5a328b [IMP] security groups for HR + 'group by' in extended views in some views (stock moves, mrp, documents) 
bzr revid: fde@openerp.com-20101227104651-23h1xm7hh2qnr7m7
 2010-12-27 11:46:51 +01:00
jam-openerp fc06d6a760 [BUG-FIX] lp:680988 
bzr revid: jam@tinyerp.com-20101206053016-6t8ogufy7nmh2v40
 2010-12-06 11:00:16 +05:30
Fabien Pinckaers fe9500c14e [IMP] access rights cleaning 
bzr revid: fp@tinyerp.com-20101016164709-8w551aaosqx0dufu
 2010-10-16 18:47:09 +02:00
qdp-launchpad@tinyerp.com 911e541195 [MERGE] merged with main addons branch 
bzr revid: qdp-launchpad@tinyerp.com-20101008160635-ucfw3c7uwudt4csb
 2010-10-08 18:06:35 +02:00