Use crm.lead instead of a the crm.opportunity.report object for
reporting. This allows to show more fields (e.g. tags_ids). The only
field not accessible in the report is #activities, but there is a
deicated report dedicated to activities.
Improved the default search. Example: when reporting on leads, you want
leads+opps by creation date (and not only leads) as an opportunity has
been a lead created too.
mail.thread mixing class defines several methods used in notification process
that are not specific to mail.thread enabled models. It means some models
could override it while some other models do not even have a direct access
to that method.
When calling those methods we have to manually check for method being
available on a record or call a default implementation from mail.thread
even if the model does not inherit from the mixin.
In this commit we propose to hide this check in generic wrappers located
in mail.thread class. It checks for method existence on record and call
the model-specific implementation or falls back on standard behavior. It
allows to be sure the right method is called.
Functionally behavior should stay globally the same. However when updating
some addons code has been updated. Previous code could lead to records not
having correct alias which should not be the case anymore. This commit is
linked to task ID 47934.
The reified view on the res users will be dropped in the following commit.
The previous commit adds support to define each group as a computed field on the res users.
This commit defines:
- A boolean field for each 'isolated' res.group, i.e. a group in the hidden category.
- A selection field for each 'Application' res.group, i.e. a group in a application category.
Example:
- The group to manage pricelist in sales becomes a boolean field
- The groups project user/manager become a selection field
Currently crm and project parse incoming email body following an old
syntax to find some "set field - value" lines in the email content. It is
used to update the record linked to the discussion directly from the email.
However this feature is undocumented and not really supported anymore.
Moreover we don't think being able to update records from emails is a
reliable way of working. Moreover those update is limited to
* revenue and probably for leads; this should totally be managed from
the pipeline view by lead / opportunity responsible;
* priority update coming from a "priority" entry in the incoming email;
this code seems strange as priority is probably not standard in email
headers;
* planned hours for project; this should be managed by project user
and managers through dedicated views in Odoo;
Let us remove that old feature and let people use desktop or mobile
interface to update their records.
The curent behaviour of the 'phone validation' module will only format a
number to the national conventions IF possible and will never block a
user.
The term of 'Validation' isn't suited.
This commit renames some internal mail.thread methods linked to the
notification process. This is the next commit of a series aiming at
improving code readability and method finding through prefixes. See
notably cae1c3977f, cdfe479e2e and fc1348dd3d.
This commit does not change any functional feature. It does only
rename notification-related methods, using the _notify prefix to
ensure they are private and to mark they are part of the notification
process.
* crm, hr_expense, mail
The nocontent helper can be generated either statically (in xml)
or dynamically (in python).
Before this commit, the result of some nocontent helpers was simply
the concatenation of the static and dynamic parts.
Due to recent changes (see https://github.com/odoo/odoo/commit/a87d761fdbf345ada5dc93e0a686b08a0f5a0417),
the nocontent helper has changed so that any of the nocontent helper
parts has to define its style for showing the face (e.g. smiling,
neutral, or folder face).
As a consequence of the changes above, the styles of some
nocontent helper screens were duplicated, e.g. two smiling faces
were shown instead of a single one.
With this commit, most dynamically generated nocontent helpers keep
only the dynamic part, so the static part is usually dropped in this
case.
Exception to above rule:
dyn_help = 'You could also add a new [document_name] by sending an email to [email_link]'
The dynamic part is appended right after the static help message, in its dedicated paragraph.
Purpose of this commit is to allow to give additional values when rendering
notification emails and to make some parameters explicit.
This commit updates the _notify API. It allow to propagate a dictionary
containing values given to the rendering of the notification template.
This allow to have more complex templates and/or to control the rendering
depending on some parameters. Indeed currently only some fixed values and
values coming form the message to notify are given to the rendering
context.
First use will be soon when pushing notification emails not necessarily
linked to documents. In this process some values will be given by the caller
and not only by the message context anymore.
This commit also moves some context key used to control the notification
process directly in values given to the _notify method. It allows to make
those parameters explicit and rely less on context.
The _notify method now takes a values dictionary that may contain
* add_sign: add user signature to notification email, default is True.
It replaces the ``mail_notify_user_signature`` context key;
* mail_auto_delete: auto delete send emails, default is True. It
replaces the ``mail_auto_delete`` context key;
* other values are given to the context used to render the notification
template, allowing customization.
It allows to remove some context switch notably in the composer. A values
dictionary is computed and given to message_post and then propagated to
the notification mechanism.
Purpose
=======
Avoid having people getting some tasks lost in the "undefined" column. Because they won't understand what it means an how they achieve it.
Specification
=============
Add an "ondelete='restrict'" on the stage field definition.
Static help from xml and python generated help were both showing the new
smiling face, we needed to sort that out.
Python dynamic help now prevails over static help.
Co-authored-by: RomainLibert <rli@odoo.com>
Purpose of this commit is to perform a light cleaning of the email
notification process. It renames method by prefixing them by _notify
in order to easily spot them. It also makes them private because they
should not be called outside of other methods. Indeed those methods
are technical and do not provide useful information to external
people.
Future commits will probably improve the notification process in order
to clean it and try to reduce its query count.
This commit perform the following renaming
* message_get_email_values -> _notify_specific_email_values
* message_get_recipient_values -> _notify_email_recipients
* _message_notification_recipients -> _notify_classify_recipients
* message_get_reply_to -> _notify_get_reply_to
Purpose of this commit is to add a new parameter to message post that
is the layout used when sending notification emails. It will soon
replace the context use of custom_layout in some case. It will also
allow to control a bit the notification process from the message_post
API in more or less planned future mail updates.
This commit also slightly changes the way notification process handles
deleted or unknown rendering templates. Before this commit any missing
custom template was replaced by the base template. A missing base
template was leading to a crash. Now it simply logs a warning and avoid
crashing.
We would like to make the "no item found" screens more appealing.
Before this commit, it shows a small help tip in the top-left
corner of the screen, just below the "Create" button.
With this commit, these help tips have been replaced by onboarding
screens, which consist of a picture and some text below, both of which
are horizontally centered.
The texts have been slightly changed, so that they are shorter and clearer.
Considered modules:
(A)
account,
account_asset,
account_budget,
account_test,
account_voucher,
analytic
(B)
barcodes,
base,
base_automation,
board
(C)
calendar,
contacts,
crm
(D)
delivery
(E)
event
(F)
fleet
(G)
gamification,
google_drive
(H)
hr,
hr_attendance,
hr_contract,
hr_expense,
hr_gamification,
hr_holidays,
hr_payroll,
hr_recruitment,
hr_timesheet
(I)
im_livechat
(L)
l10n_fr_sale_closing,
link_tracker,
lunch
(M)
mail,
maintenance,
mass_mailing,
membership,
mrp
(N)
note
(P)
payment,
point_of_sale,
post_mercury,
pos_restaurant,
product,
project,
purchase,
purchase_requisition
(R)
rating,
repair,
resource
(S)
sale,
sale_timesheet,
sales_team,
stock,
stock_account,
stock_landed_costs,
stock_picking_batch,
survey
(U)
utm
(W)
web,
website,
website_blog,
website_customer,
website_event_track,
website_forum,
website_quote,
website_sale,
website_sale_digital,
website_slides
- Add missing tour stage in crm creating opportunity and minor fixes
- Label, Placeholder and Tip IMP
- Restrict Create new sales channel
- No Content Help Improvements
- Schedule Activity Button Layout Change
- Chatter Log IMP
Purpose
* move notify in message_post instead of always doing it at message
creation
Specifications
* message create should only create a message
* message post should be in charge of calling the notification process
Before this commit, because of 9d2f48d and abea8d3 and 4ebb5efac4
closed crm.lead with late activities wouldn't show.
Aware that this is essentially a choice of non-crucial behavior, there are some precautionary arguments.
- The three commits above make the choice of having a "clean" backlog:
late activities are not polluted by crm leads that are already won
- The choice of this commit is to count activities as late regardless of the state of the lead:
The use case: Close a deal with a partner > lead is won and closed
But it doesn't mean you don't have to call the partner back in a few days to actually sign a paper, organize some sort of meeting
The argument: it is better to not miss deadlines eventhough they might accumulate, rather than forgetting about them altogether
(but you don't script something to put all your emails as read when they arrive, do you ?)
OPW 744940
When a stage on crm leads is removed, the leads appear in an
"Undefined" column in a kanban view, but this was not handled when
getting the "graph data" (eg. in version 11.0 for sales team graphs
when grouping by stage in CRM > Reporting > Sales Channels).
opw-784455
closes#21507
New feature:
- New Transparent tag visual (grey border & text, white bg),
- By default, newly created kanban tags are transparent,
- Tag's colorpicker has now a 'Hide in Kanban' checkbox,
to select the transparent color.
Toggling off 'Hide in Kanban' sets the color of the tag as follow:
- Previous color, if 'Hide in Kanban' was toggled on on the
same formview session.
- Color 1 (dark orange), otherwise.
- Create a user A
- Create a lead, assign to A
- Deactivate user A
- Duplicate the lead
A notification email is sent to A (user assigned to the lead).
Since the user is archived, he should not receive any email since it
might contain sensitive information.
opw-778825
Purpose
=======
User tests have been made by the Product Owners team. It showed that the planners are not used by new users on Odoo due to several reasons (They are too static, too heavy to use,...)
Specification
=============
Remove the module and its different applications. The onboarding on the business flow will be improvement in the weeks to come.
Fabien Pinckaers