Purpose
=======
The user is not notified when an online order is placed or when an opportunity is posted on the contact form.
set admin as default follower of sales teams (or any team creator).
The concept of sales channel is confusign to users. When you need to create a channel, it's to manage a team of people -> rename bac kto "Sales Team"
Specification
=============
crm lead:
---------
- notify admin user when a lead/opport is created by a website visitor or any other user or created from an email sent to the email alias
- admin user should be follower of first sales team by default => Done
- "Opportunity Created" subtype should be selected by default when a user becomes a follower of any salesteam
- Show following fields in the notification:
- Contact Name:
- Customer Name:
- Phone:
- Email:
- Message:
- Sales Channel:
- Stage: New
+ other current tracked fields in case of update ( expected revenue, score)
- don't show company name, contact name, phone if not set (e.g. if created from email alias)
ecommerce:
----------
- notify admin when an order is placed on the website:
- admin should be follower of website salesteam by default
- order tracked fields in a logical order and add currency to amounts (nice to have but would be cleaner):
- Customer:
- Salesperson:
- Status:
- Delivery Amount:
- Untaxed Amount:
- Total:
- edit notif preferences on the salesteam:
- In notifications sent by email, add a link to edit notif preferences in the salesteam: "Edit your notification preferences"
- redirect to notification preferences of the user in the salesteam
- Other users must easily manage the way they want to be notified about salesteams activities:
- move kanban view out of reporting (it's an operational view, not a reporting one and all the users need to see it)
- CRM: https://drive.google.com/a/odoo.com/file/d/1ZWgU_2uozRvwhe8dtemvEFWP_Rsq-bdn/view?usp=drivesdk
- Sales: https://drive.google.com/a/odoo.com/file/d/1AzmT2-shMXzl6olm2d_u0ZXY4Ov1m4q2/view?usp=drivesdk
- show assignation section out of debug mode, to let users edit following preferences in the sales team
- if no sales channel set for the website (https://drive.google.com/a/odoo.com/file/d/1TbB0FsdFxkTRLq-2Fa480AK9MPbCV9Q3/view?usp=drivesdk), show a specific message asking to set one: "Please set a sales team for the website. Otherwise you can't follow related events."
Miscellaneous:
--------------
- rename Sales channels into the old term "Sales Teams", the concept of sales channel is not understood by most users
Fields in the chatter can be organized with a business logic.
Here fields for CRM and Website E-commerce have a tracking sequence.
For other fields/module just add "track_sequence=x" on model
Since rev. odoo/odoo@0dd6a0b loadCSS function in ajax returns a promise
in order to known when the stylesheet is loaded.
It uses a local cache to avoid fetching the file multiple times.
However, the lazy loaded lib could already be in the DOM (in the
test bundle for example). In this case, the file was fetched twice.
In this case, the cache is now filled with a resolved promise.
Before this commit, when posting a message with some emoji sources (e.g. "x'D"),
sometimes it was not transformed into the corresponding unicode representation
(e.g. "😂").
The emojis with this issue have different escaped and unescaped source
representations:
- (unescaped) "x'D"
- (escaped) "x'D".
The emoji converter was mistakenly using the escaped representation, instead of
the unescaped one.
Task-ID 1868892
As there are a few chance that someone will import something on a mobile view.
So, we hide the button 'Import' in a mobile view.
For mobile view, we added a view switcher button and it'll display a list of
views buttons. Also set active view's icon as its icon.
Related to Task: 1857696
Co-authored-by: Mohammed Shekha <msh@openerp.com>
When creating a job position from the frontend, and we:
- are on the same language that the default website language,
- have the permission to write on ir.ui.view,
we have all conditions to adding branding used to edit a page.
But when creating a position by the frontend, we create a job that will
render this template:
website_hr_recruitment.default_website_description
When we are in the above said condition, we will create a job position
that erroneously has the branding that should only be displayed on
website and removed when saving an edition.
This caused a lot of problem with the editor that would most often not
be able to edit the content.
In this commit, we use the "rendering_bundle" context key to prevent
branding.
opw-1868879
closes#25963
Revision 6e36cbc243c41 changed the signature of the method in 11.0 for
python 3.7 compatibility.
To avoid breaking calls, introduced as fallback using kwargs.
Remove this ugly hack for v12
It is currently difficult to mark a record as noupdate
Make it doable in one click.
The choice of what should and should not be on noupdate is personal and depends
of the company need and how technical are the users.
Problem raised at #25748
The res.lang records are typically complicated and changing the date format may
break the database. Keeping it in noupdate=0 makes sense for most use but allow
to change it if needed.
Closes#25759
With the portal user, go on /my/task/1
(obviously provided that this task doesn't belong to portal user)
Before this commit, there is a 500 error
After this commit, the exceptions are handled and throws a 403
OPW 1867795
closes#25951
Before this commit, the administrator of a channel may easily unsubscribe
by accident from the channel.
With this commit, there is a confirmation dialog for the administrator of
the channel when he leaves it. This should prevent most accidental leaves
from the administrator.
Task-ID 1835641
The file report_invoice_view.xml was deleted in the commit 762adedece, but I forgot to remove it from the manifest.
This commit fixes it.
Task: 53996
PR #25209
This is needed because some reports we want to add later on, need to have
the address field on the left or following a given format.
Hence we moved the address div from each existing report on to the main report
template itself, Since some reports uses up until 3 addresses, we have defined
an area for the main address that each report can set (address used on the
envelope's window for sending). The any other extra address, or additional
information should be defined in the 'information_block' div
Was part of task: 35289
Was part of PR #25472
Create new methods on `BaseModel` to create records with given xml ids in
batch. Those methods replace the methods `_update` and `_update_dummy` of
model 'ir.model.data', which are now deprecated.
Adapt XML and CSV import code to create records in batch.
In this commit we improve templates used in nearly all odoo addons. Purpose
of this commit is to have templates that embed or use standard Odoo email
layouts to make them look modern and have a common style across all emails.
Main guidelines
* better use of div / p / br to try to lessen layout issues, especially
when updating templates using the editor;
* correctly sequence the templates fields definition;
* correctly set templates values notably auto_delete and user_signature
fields to avoid confusion;
* correctly layout the email content using light notification email. It
can either propagate the layout choice through various send mail methods
or directly embed the styling in the templates for more technical or
complex templates;
* use email_formatted computed field when possible to avoid having hand-made
from / to addresses;
* fix various typos and improve subjects when necessary;
Content of emails is not necessarily updated as the purpose of this task is
about styling, not content itself.
This merge also contains some additional code allowing to layout email sent
through the send_mail of mail.template and the send_mail of survey.compose.
message. It allows to strip the layouting part of the email and keep only the
content in the template body. Some technical templates keep the full layout
to keep the possibility of easily send them through various pieces of code.
This merge is linked to main task 1868112 and closes main PR #25889. It is the
summary and review of several tasks and several PRs:
* task ID 1843361 and closes PR #25287
* task ID 1843171 and closes PR #25293
* task ID 1843395 and closes PR #25294
* task ID 1843122 and closes PR #25295
* task ID 1843360 and closes PR #25299
* task ID 1843224 and closes PR #25313
* task ID 1843151 and closes PR #25346
* task ID 1843376 and closes PR #25349
* task ID 1841503 and closes PR #25388
* task ID 1843136 and closes PR #25412
Thanks to all contributors and testers for this task !
In this commit we improve templates used in website_slides. Purpose of this commit
is to have templates that embed or use standard Odoo email layouts to make
them look modern and have a common style across all emails.
Main guidelines
* better use of div / p / br to try to lessen layout issues, especially
when updating templates using the editor;
* correctly sequence the templates fields definition;
* correctly set templates values notably auto_delete and user_signature
fields to avoid confusion;
* correctly layout the email content using light notification email. It
can either propagate the layout choice through various send mail methods
or directly embed the styling in the templates for more technical or
complex templates;
* use email_formatted computed field when possible to avoid having hand-made
from / to addresses;
* fix various typos and improve subjects when necessary;
Content of emails is not necessarily updated as the purpose of this task is
about styling, not content itself.
This commit is linked to task ID 1843376 (and 1868112) and closes PR #25349
(and #25889).
In this commit we improve templates used in website_sale. Purpose of this commit
is to have templates that embed or use standard Odoo email layouts to make
them look modern and have a common style across all emails.
Main guidelines
* better use of div / p / br to try to lessen layout issues, especially
when updating templates using the editor;
* correctly sequence the templates fields definition;
* correctly set templates values notably auto_delete and user_signature
fields to avoid confusion;
* correctly layout the email content using light notification email. It
can either propagate the layout choice through various send mail methods
or directly embed the styling in the templates for more technical or
complex templates;
* use email_formatted computed field when possible to avoid having hand-made
from / to addresses;
* fix various typos and improve subjects when necessary;
Content of emails is not necessarily updated as the purpose of this task is
about styling, not content itself.
This commit is linked to task ID 1843171 (and 1868112) and to PR #25293
(and #25889).
Website quote gave the possibility to define an email template to use
when sending a quotation / sale order by email. This was done at a time
where doing correct templates in sale was difficult to do / implement.
Now send by email template is completely inside sale module and should
cover all use cases.
Having a settings to customize it is not considered as necessary as it
can be customized easily.
This commit is linked to task ID 1843171 (and 1868112) and to PR #25293
(and #25889).
In this commit we improve templates used in website_mail_channel. Purpose of
this commit is to have templates that embed or use standard Odoo email layouts
to make them look modern and have a common style across all emails.
Main guidelines
* better use of div / p / br to try to lessen layout issues, especially
when updating templates using the editor;
* correctly sequence the templates fields definition;
* correctly set templates values notably auto_delete and user_signature
fields to avoid confusion;
* correctly layout the email content using light notification email. It
can either propagate the layout choice through various send mail methods
or directly embed the styling in the templates for more technical or
complex templates;
* use email_formatted computed field when possible to avoid having hand-made
from / to addresses;
* fix various typos and improve subjects when necessary;
Content of emails is not necessarily updated as the purpose of this task is
about styling, not content itself.
This commit is linked to task ID 1843361 (and 1868112) and to PR #25287
(and #25889).
In this commit we improve templates used in website_forum. Purpose of this
commit is to have templates that embed or use standard Odoo email layouts to
make them look modern and have a common style across all emails.
Main guidelines
* better use of div / p / br to try to lessen layout issues, especially
when updating templates using the editor;
* correctly sequence the templates fields definition;
* correctly set templates values notably auto_delete and user_signature
fields to avoid confusion;
* correctly layout the email content using light notification email. It
can either propagate the layout choice through various send mail methods
or directly embed the styling in the templates for more technical or
complex templates;
* use email_formatted computed field when possible to avoid having hand-made
from / to addresses;
* fix various typos and improve subjects when necessary;
Content of emails is not necessarily updated as the purpose of this task is
about styling, not content itself.
This commit is linked to task ID 1843224 (and 1868112) and to PR #25313
(and #25889).
In this commit we improve templates used in website_crm_partner_assign.
Purpose of this commit is to have templates that embed or use standard Odoo
email layouts to make them look modern and have a common style across all
emails.
Main guidelines
* better use of div / p / br to try to lessen layout issues, especially
when updating templates using the editor;
* correctly sequence the templates fields definition;
* correctly set templates values notably auto_delete and user_signature
fields to avoid confusion;
* correctly layout the email content using light notification email. It
can either propagate the layout choice through various send mail methods
or directly embed the styling in the templates for more technical or
complex templates;
* use email_formatted computed field when possible to avoid having hand-made
from / to addresses;
* fix various typos and improve subjects when necessary;
Content of emails is not necessarily updated as the purpose of this task is
about styling, not content itself.
This commit is linked to task ID 1841503 (and 1868112) and to PR #25388
(and #25889).
In this commit we improve templates used in survey. Purpose of this commit
is to have templates that embed or use standard Odoo email layouts to make
them look modern and have a common style across all emails.
Main guidelines
* better use of div / p / br to try to lessen layout issues, especially
when updating templates using the editor;
* correctly sequence the templates fields definition;
* correctly set templates values notably auto_delete and user_signature
fields to avoid confusion;
* correctly layout the email content using light notification email. It
can either propagate the layout choice through various send mail methods
or directly embed the styling in the templates for more technical or
complex templates;
* use email_formatted computed field when possible to avoid having hand-made
from / to addresses;
* fix various typos and improve subjects when necessary;
Content of emails is not necessarily updated as the purpose of this task is
about styling, not content itself.
This commit is linked to task ID 1843224 (and 1868112) and to PR #25313
(and #25889).
Christophe Simonis