In order to prepare the send mail to visitor that are linked to leads,
getting lead by confidence level must be factorised to avoid code duplicates.
Task ID: 2056080
PR #36290
PURPOSE
Allow auto install of all SMS-based feature. Move partner onchange formatting
directly inside phone validation.
SPECIFICATIONS
Move the onchange on the phone field of contact model directly inside phone
validation to have it available in all SMS based applications.
LINKS
Task 2061765
PURPOSE
Allow the user to enrich a lead based on the domain of the email address of
the client.
SPECIFICATIONS
Following fields will be populated if found using clearbit and if they are
not yet populated :
* description
* partner_name
* reveal_id
* website
* street, street2, zip, city, country_id, state_id
* phone (using the first number found in clearbit)
* mobile (using the second number found in clearbit, else the same as phone)
A message will also be logged in the chatter.
If no data is found using clearbit no credit is used and a message will be
logged. If the user has no credits he will be redirected to buy credits for
the service.
It is possible to enrich using the 'enrich' action in listview or with a
cron that will run every hour on leads not older than 1 hour.
Add a "Lead Enrichment" setting in CRM installing lead enrichment.
LINKS
Task 193185
closesodoo/odoo#36419
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Phone widget enabling SMS capabilities on lead / opportunities form views
seems to be lost. Option of this widget has probably be removed by mistake
when merging lead and opportunity views.
Task 2060220 (testing SMS integration)
closesodoo/odoo#36404
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
The goal of this commit is to finetune search views in several modules.
TaskID: 2055972
closesodoo/odoo#36058
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
As part of the back2basics, the stage messages were modified to be clearer
* when an opportunity is lost previously 2 separated messages where
created in the chatter (one for the reason, one for the active state)
now, one message is created with both infos;
* new message when an opportunity is restored;
There where also some fixes to typos, and an the probability of a lead
to be successful received a new title "estimated by Odoo".
Task 2026297
closesodoo/odoo#35308
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
One cannot override the attribute `selection`, and list selections can only be
extended with `selection_add`.
Adapt the bad extensions to be consistent with the new warnings
closesodoo/odoo#35663
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
Before this commit, the external email settings were saved but the
alias domain model was empty. This was caused by this field being
editable in mail module, but readonly in hr_expense and crm_module.
This commit fixes the issue by force saving the readonly fields, so
that they are stored in database and non-empty after save.
Task-ID 2047446
closesodoo/odoo#35589
Signed-off-by: Alexandre Kühn (aku) <aku@odoo.com>
Module module_crm_phone_validation and its checkbox from py and xml file
because the module crm_phone_validation is moved to module crm since f60825b439 .
Also moved label of phone_international_format to help directly inside settings
view in order to have a nice looking configuration page.
Task 2036270
closesodoo/odoo#35377
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
This branch is the combination of several optimizations in the ORM:
* store field values once in the cache: the cache reflects more
faithfully the database, only fields that explicitly depend on the
context have an extra indirection in the cache;
* delay recomputations by default: use method `recompute` to explicitly
flush out pending recomputations;
* delay updates in method `write`: updates are stored in a data
structure that can be flushed efficiently to the database with method
`flush` (which also flush out recomputations);
* make method `modified` take advantage of inverse fields to inverse
dependencies;
* filter records by evaluating a domain on records in Python;
* a computed field with `readonly=False` behaves like a normal field
with an onchange method;
* computed fields are computed in superuser mode by default.
Work done by Toufik Ben Jaa, Raphael Collet, Denis Ledoux and Fabien
Pinckaers.
closesodoo/odoo#35659
Signed-off-by: Denis Ledoux <beledouxdenis@users.noreply.github.com>
When redirecting to record, the wrong 'form' view will sometimes be
loaded. A 'hack' has been done in crm_lead.py to redirect the user to
the relevant 'form' view based on the value of the 'type' field.
However, this solution is not clean as it does not solve all cases
(multiple crm.lead records loaded from the activity systray, reloading
the page after redirection, etc.)
Goal of this task is to solve those issues by merging crm.lead.form.lead and
crm.lead.form.opportunity form views. That way multi records actions will
always display the relevant information according to record type.
Note: Here some fields used as a twice in the form view just to stay
close to the current design. Still few things which are not possible
here for 'lead' and 'opportunity', that is
* A dynamic 'placeholder' on 'name' field.
* A 'domain' on 'partner_id' field.
* A 'widget' on 'probability' field.
Task 47118
closesodoo/odoo#32248
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
In this commit useless code is removed
* method 'close_dialog' and 'edit_dialog' from crm.lead;
* actions: crm_opportunity_report_action_graph,
create_opportunity_simplified, crm_lead_action_activities,
merge_opportunity_act;
* views: view_create_opportunity_simplified
Indeed this is dead code and can be removed to clean a bit module.
Task 47118
Since introduction of website_visitor,
we don't need to identifiy the lead with a lead_id cookie.
The visitor is identified and if a lead is created with the
contact form, the lead is created and linked to the visitor.
To avoid losing data, each time a visitor send a contact form,
it creates a new lead. All those leads are linked between them
via the website_visitor.
As the website_visitor already has the lang set on itself,
there is no reason to keep the lang_id of crm_lead at enterprise
side. So that lang_id on crm.lead has been moved to community.
This commit is directly linked to another one in enterprise
See https://github.com/odoo/enterprise/pull/4834 to get more details.
Task ID : 2028059
PR #34624
When the many2xxx field relates to a model where company_id is required, set
this domain [('company_id','=',company_id.id)]
When the company_id field of the related model is not required, set this domain
['|',('company_id','=',company_id.id),('company_id','=',False)]
When setting the domain on a field which is in the treeview of a xxx2many field
evaluate against the company_id of the 'parent'.
Some constraints have been added on sereval models. Take a look at the complete
specification for more details.
TaskID: 2024446
Closes: #35266
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
purpose of this commit is to show dropdown inside the kanban box with proper UI
By default, bootstrap use Popper.js for dynamic positioning. so, We need to
disable this issue with display static for removing glitch.
expected behaviour:
after applied this commit, kanban dropdown position will be inside of kanban box.
closesodoo/odoo#27150
Signed-off-by: Aaron Bohy (aab) <aab@odoo.com>
PURPOSE
Have a nice ribbon widget to display state of records: part II
SPECIFICATIONS
Replace Won / Lost bootstrap badges by ribbon widgets in lead / opportunity
form view.
LINKS
Task ID : 2032621
PR : #34662
A previous commit modifies the way in which
date filters work in the Filters menu.
In particular, the attribute default_period of filters
with date attribute cannot take anymore values
like 'this_week', 'last_7_days',...
This commit modifies the xml acoordingly by replacing
the attributes date and default_period by a suitable
domain.
Task ID: 2028787
PURPOSE
Add some improvements in mail gateway: remove private discussion, improve
bounce management, allow resetting bounce counters, improve automatic set or
reset of blacklists and ease mass mailing inheritance.
SPECIFICATIONS
Parsing email values: make message_parse effectively prepare all required
values for later processing
* update message_parse to add some more data directly in parsed dictionary
and avoid having to parse value again in later processing and computation.
* notably recipients computation is now done directly in parsing. It
includes email check and reconstruction using tools methods. That way
routing just has to handle those values and not compute part of them;
* from and cc are correctly managed with parsed and cleaned (sanitized)
versions in dictionary;
* remove all code decoding message header and replace them by fetching
the parsed value instead;
* filter parsed values before calling message_post to ensure right values
are given to it instead of having to manage them in message_post. Indeed
caller has to give the right input;
* make parsing sub-methods (extract payload, post process payload) have
a dictionary as input and output to always manage a dictionary of values
through the parsing methods and update their namespace;
Routing: remove deprecated code parts
* remove use of email_references regex. Indeed emails are routed using their
messageId and not the regex anymore since several versions [1];
* clean some unnecessary variables;
* simplify variable type input, like message_parse accepts only valid
email.message instances and to avoid several decode / encode. Tests are
updated accordingly;
Update docstrings of those methods.
LINKS
Related to task 1893155
Linked to PR #33340
[1] See df037e2959 and 0028c42136
If we use a kanban view to select a record we want to hide those elements:
dropdown boxes, buttons, anchors, some widgets, kanban color.
When it was too much change and used the new attribute
"kanban_view_ref" to explicitly define which view to open in selection_mode.
When also had to create previously unexisting kanban for
fleet.vehicle.model to show name and brand.
Task ID : 1924779
The new visual indicator for exception activities has been added on all
corresponding kanban and list views.
A new filter "Exception Activities" has also been added in the
corresponding search views.
Task 1889379
closesodoo/odoo#31839
Signed-off-by: Xavier Dollé (xdo) <xdo@odoo.com>
All activity filters are now invisible in the corresponding search views.
These filters were only used by activity redirection (when clicking on
the activity item in the systray) so we hide them to reduce the noise
for the user.
"My Activity" filter has also been removed, its corresponding domain is
now directly set in the action where it was used.
Task 2036392
This attribute is misleading as it is insufficient to correctly upgrade
the database. It only renames the column in the database, but other
operations are needed, like updating the corresponding `ir.model.fields`
record (and its xmlid). The default values and the translations are also
lost during the upgrade.
Moreover, this feature was misused. It was:
- left on fields during multiple versions.
- used on reports (SQL views). This would be ok if the feature was
complete, but, as is, it was useless.
- kept unchanged after a second renaming of the field (which can happen
versions later the first rename).
- used, even when the meaning of the field changed. i.e. the field
`archived` has been renamed to the classic `active`, but the value
in the database should be switched.
,*:crm, website_blog
The mail.message needaction_partner_ids meaning changed over time,
and doesn't actually reflect the list of partner in needaction.
More than that the message_format needaction_partner_ids used by js
began to diverged from mail.message field since 19fb650863
To avoid any confusion, renaming it to notified_partner_ids will help
to avoid confusion between python and js meaning, and reflect the actual
content of this field : a list of partner that where notified once on
this message. This field is mainly usefull for testing.
Task-ID 402597
Before this commit, at custom filter 'Contents' option is there for filtering by
activity description. For more usability only rename is needed. By this commit
'contents' is changed to 'Activity Description'. User can filter records by
activity description.
task - 2008515
closesodoo/odoo#35070
Signed-off-by: Martin Geubelle (mge) <mge@openerp.com>
David Beguin