When the user submits a form, a lead will be created but the language
won't be the one selected by the user.
To reproduce the error:
(Enable debug mode)
1. Settings > Translations > Languages
2. Activate another language L_other
3. On website, add a form:
- Action: Create an Opportunity
4. Add an existing field: "Language"
5. Submit the form
- Language must be L_other
6. Consult the new lead
Error: The language is not the selected one.
OPW-2486276
closesodoo/odoo#70050
X-original-commit: 8d6a971a8dba860fe7c2a453c3a15f62916f656a
Signed-off-by: Adrien Widart <adwid@users.noreply.github.com>
Reduce friction submitting a CRM contact us form while linking the
lead to the portal contact.This facilitates the flow generating leads
from the contact us form.
The partner_id of the lead created from form is set to the one of the
logged visitor if model is crm.lead and there is a logged_visitor and
if the prefilled email and phone number of form match the logged partner's
(otherwise it would change the partner when setting it on lead
In details : there must be an email, the same in input and in partner,
after normalization. Only then:
- If there are both a phone in values and a phone on partner,
propagate partner on lead only if they are the same.
- Else, that is if there is no phone in partner or no phone in values,
propagate partner on lead. If no phone in input, it will not propagate.
on the model. If no phone in partner, then if there is one in input, it
will write that additional info on partner, completing its profile.
Concerning phone comparison: extending current logic, the numbers are
still formatted before comparison. That is:
- Before this comit, the form value was formatted according to country in
record or geoip. Now, if there is no country_id in record, uses the logged
visitor partner's country or env company country, if there is a logged user.
Finally, it uses session geoip as last option. (changes in _get_country())
- The partner's number is formatted through its model function _phone_format,
according to the partner country (or env company).
- Both formattings are done in international format.
Adds tours to check that partner is linked to lead only if phone and email
are not changed from prefilled data (from logged visitor's partner on form.
Task-ID : 2241639
PR : #61126
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
1) Improves user experience by filling contact form with logged partner info.
This facilitates the flow when logged.
The contact us form is filled with data from the partner linked
with logged in web visitor, logged_partner. Its data is used in priority.
Empty fields (e.g. no partner is logged) will be set to default values
in request.params if any. This way, previous behaviour is preserved (as well
as widget correct display behaviour).
2) This commit also adds a star next to the required field Subject in the contact
us form like for the rest of required fields of the form : s_website_form_mark
This improves coherence and clarity when filling the form.
Task-ID : 2241639
PR : #61126
Conversion of all modules to the new manifest assets declaration.
Part of task: 2352566
Co-authored-by: Julien Mougenot <jum@odoo.com>
Co-authored-by: Simon Genin <ges@odoo.com>
PURPOSE
Duplicate lead records are an issue for CRM users
To prevent sales representatives from contacting a prospect that:
- Already refused an offer from another sales
- Already accepted an offer from another sales
- Is already discussing with another sales
The purpose of this task is to inform the CRM user that there are
some possible duplicates for one lead and let the user decide how
to handle the case.
SPECIFICATION
- Add a computed field to count the number of potential duplicates.
- Add a stat button on the form view of a lead to display the number
of potential duplicates. When the user clicks on it, the leads
considered as duplicate will be displayed in a kanban view.
- Add a lost ribbon on the kanban view to quickly visualize the lead
state since the duplicates can be lost leads.
LINKS
Task ID : 2151017
closesodoo/odoo#61834
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Purpose of this commit is to make clearer how final opportunity value are
computed or chosen when merging leads. Functionally nothing should change
with this commit.
LINKS
Task ID-2446759 (lead merge priority field management)
Task ID-2446883 (query counters fix)
PR odoo/odoo#65016
PURPOSE
Remove complex or technical code adding few value.
RATIONALE
phone.validation.mixin is used in two models: crm.lead and res.partner. It only
add a phone_format method used in onchange. We can inline this code in those
two models and remove the whole mixin itself. It lessens inherit and class
complexity.
SPECIFICATIONS
Remove phone.validation.mixin. Inline code in crm.lead (CRM application)
and res.partner (phone validation module). Make phone_format private as
it is now some internal tool method on those two models.
Everything should behave as before this commit. No functional change is
intended.
LINKS
Task ID-2416789
COM PR odoo/odoo#63333
ENT PR odoo/enterprise#15296
UPG PR odoo/upgrade#2025
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
PURPOSE
Prepare sales team membership and lead assignment improvements by
reorganizing and cleaning some code bits.
SPECIFICATIONS
Tools methods should be private by default to indicate those are not part of
official convert or merge API for leads. In this commit we make convert and
merge tool methods private, keeping only main API methods public.
LINKS
Task ID-2428882
Prepares Task ID-2086889
COM PR odoo/odoo#64196
ENT PT odoo/enterprise#15610
PURPOSE
Make various changes to the website.visitor views to improve readability and
ease marketing analysis.
SPECS
The changes include notably:
- Add/rename/move fields/filters elements
- Remove some unnecessary information or put it in optional="hide" in tree view
- Add website_id information (with the multi-website group)
- Slightly rework layouts (new widgets / spacing / images / buttons / ...)
- Move some technical information into the "debug mode"
LINKS
Task 2092302
ENT PR odoo/enterprise#14611
UPG PR odoo/upgrade#1902closesodoo/odoo#61417
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
This commit adapts the business code in which
class/module/function/method redefinition took place so that it no
longer happens and the pylint test passes.
Now, compute's methods are executed on default, which leads to a crash
when these methods try to use the actual records but there isn't one
yet (e.g. at the creation of a record).
- Fix the traceback raised when creating a lead because of the
visitor_page_count method when self.ids is empty on default compute.
- Since the default_get() and the first_onchange() are also now combined,
we need to adapt the syntax of the default get for the field opportunity_ids,
replacing the array of ids by the command syntax '[(6, 0, ids)]'.
task-2325629
X-original-commit: acbc97bfe290ef3c7b8f7a1160266e49485099ae
Use _for_xml_id to replace all the self.env.ref().read()[0]
This has the advantage of having a single point of control and to add
the fields filtering and model verification.
Add sudo for other operations on ir.actions.*
*= website_hr_recruitment, website_sale, website_crm
Adding 2 new types of fields: tel, url
email, url and tel type can now be applied on existing char fields.
task-2213083
closesodoo/odoo#50891
Signed-off-by: Jérémy Kersten (jke) <jke@openerp.com>
* = base_setup, website_form, website_sale, website_crm,
crm_iap_lead_website, website_hr_recruitment, website_mass_mailing
Integrate reCaptchaV3 on website_form submit and website_mass_mailing
subscription.
You can now use ReCaptchaV3 to add reCaptcha verification in any module
using google_recaptcha.
Also added a better error management on the form with custom messages.
task-2217980
closesodoo/odoo#48466
Related: odoo/enterprise#9649
Signed-off-by: Jérémy Kersten (jke) <jke@openerp.com>
* = mass_mailing, web_editor, website_crm, website_event, website_form,
website_forum, website_hr_recruitment, website_mail_channel,
website_mass_mailing, website_sale, website_slides
When an outdated snippet's option are activated we display a warning
in the left panel that inform the user about the potential
malfunctions.
To do so the snippet's template key is added to the snippet as
data-snippet.
If a snippet is "t-call" inside another snippet, it will need to use
t-snippet-call instead of t-call to have the key on himself.
Those unique keys are used on snippet selection to retrieve the
snippet's version in the left panel and compare it with the currently
selected snippet's version. Versions are describe with data-vcss,
data-vjs and data-vxml. If a snippet's key is not in the left panel we
consider that snippet as outdated.
Added some tests to ensure that t-snippet and t-snippet-call really have
their template key as data-snippet
Adapted the views to the data-snippet changes adding
data-snippet="tmpl_key".
Part of: https://github.com/odoo/odoo/pull/44569
task-2189669
closesodoo/odoo#50254
X-original-commit: 28a6cd49b6e87b75c2e70771e241c41778bf9e87
Related: odoo/enterprise#10236
Signed-off-by: Quentin Smetz (qsm) <qsm@odoo.com>
Steps to reproduce:
- install website, crm
- go to crm > settings > activate leads
- add a contact form to your website and submit
- go to the created lead
Previous behavior:
state_id is shown as false when geoip data is empty
Current behavior:
state_id is not shown if geoip is if the state found in geoip
does not not exist on the Odoo instance
opw-2218498
closesodoo/odoo#50055
X-original-commit: eba0eafac78adb498f8062f3490cea0847ed7927
Signed-off-by: mightyjol <jhk-odoo@users.noreply.github.com>
Currently there are several limitations in visitor email and phone
computation, notably phone of partner is not taken into account (only mobile)
and computation does not work in website_crm if there are no leads.
In this commit we
* support both mobile and phone fields of partner. Indeed generally all
SMS flows check for those two fields and not only for mobile;
* replace the SQL by standard ORM computation. As those fields are not stored
and displayed in list views ORM should be capable of managing them;
* avoid crash when creating visitors through the UI (no ids -> don't go
into raw SQL);
* correctly keep partner-based values when no lead is linked to the visitor;
Tests are also added in order to ensure behavior.
Task ID 2196869
closesodoo/odoo#48369
X-original-commit: 02ceb42e204be2b40b334b4e554eef6dfaffd228
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
PURPOSE
As CRM is going to be updated (onchange -> compute, code improvements, better
management of sales teams) cleaning and improving code is a necessary first
step.
SPECIFICATIONS
Purpose of this commit is to rewrite code located and/or used in convert or
merge wizards. Indeed it holds unnecessary variables, dictionaries manipulation
that hides the real business flow, badly named variables, unclear methods, ...
Logic of those wizards seem quite simple but is hidden behind a wall of
bloated code.
Notably for wizards
* try to set explicit arguments in methods;
* less use of context values, replaced by arguments when possible;
* try to make better use of lead2opportunity wizard in its mass wizard that
inherit from it, notably by correctly calling super;
Notably for tools
* ``get_duplicated_leads`` was just a shortcut to ``_get_duplicated_leads_by
_emails``;
* ``_get_duplicated_leads_by_emails`` is renamed to ``_get_lead_duplicates``
because email is not the only way of finding duplicates;
* try to make better use of record sets instead of propagating ids, notably
for partner. For example input of ``_get_lead_duplicates`` or output of
``_find_matching_partner``;
* ``_create_lead_partner`` rename to ``_create_customer``, and its sub
method ``_create_lead_partner_data`` to ``_prepare_customer_values``;
* ``handle_partner_assignation`` was difficult as its use is not documented
and its docstring was not updated. Parameter have been renamed to be more
explicit about what it does. Method is renamed to ``handle_partner_
assignment`` as assignation has other meaning in English;
* ``allocate_salesman`` is renamed to ``handle_salesmen_assignment`` to match
the partner assignement and code is slightly cleaned;
No functional change should occur with this commit. Tests have been gradually
added to try to ensure behavior does not change.
LINKS
Task ID 2088565 (crm: from onchange to compute)
Purpose of this commit is to clean mail and SMS composer calls in website_crm
and website_crm_sms by separating composer preparation (context, values) from
customer preparation (check valid data exists, creating partner).
Indeed most of message composer code is based on records having a partner_id
correctly set, unless some templates are used that dynamically creates the
partner. SMS composer is more tolerant and check for phone / mobile numbers to
use.
By the way we make the action name translatable, because why not.
LINKS
Spotted when working on task ID 2056759 (remove crm.partner.binding mixin)
Community PR odoo/odoo#44970
Enterprise PR odoo/enterprise#8307
* = website_crm, website_hr_recruitment, website_sale
It is now possible to change the position of the submit button via
the left panel. Indeed switching to a non-horizontal form left the
submit button aligned with the labels which thus appeared broken.
Part of https://github.com/odoo/odoo/pull/44907
task-2191409
X-original-commit: 60b4c8d04006736be573189accd0dccaafafa651
* = website_crm, website_hr_recruitment, website_sale
Changing label position on existing field was replacing the label with
the default one.
Redirection message was not updating the overlay
Going from show message to redirect without hidding the mesage made the
form d-none
When a select field's label's position was changed the select was not
editable anymore.
Some other miscellaneous fixes
task-2191409
closesodoo/odoo#44911
X-original-commit: 3cf87cc1cb179598cecb736728378e330d3b2e22
Signed-off-by: Quentin Smetz (qsm) <qsm@odoo.com>
*: web_editor, website_crm, website_form_project,
website_hr_recruitment, website_sale
The form builder is now using the left panel option system. Many new
options are introduced to build better forms more quickly.
The tests are now running with the new website_form implementation.
Part of: https://github.com/odoo/odoo/pull/42189
task-2092425
closesodoo/odoo#42189
Related: odoo/enterprise#7365
Signed-off-by: Quentin Smetz (qsm) <qsm@odoo.com>
This commit fixes the insert_record override where, after calling super,
the visitor is linked a lead with the id got from result, no matter if the
model is lead or not.
This commit adds the check to apply the link between visitor and lead only if
the current model is crm.lead.
Task ID: 2179631
PR #43731closesodoo/odoo#43814
X-original-commit: 37d4fa4385c6c98bff6b5adc7b6aa0ee325c49eb
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Try to understand a bit this code with comments. Some unnecessary code is
removed, and some parameters are added to try to understand the various flows,
but main purpose is to understand that mighty spaghetti, not destroy it.
LINKS
Side effect of Task ID 2056759 (remove crm.partner.binding mixin)
Side effect of Task ID 2088565 (crm onchange -> compute)
Community PR #43127
Enterprise PR odoo/enterpreise#7656
Related: odoo/enterprise#7656
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
The security file was not loaded in the manifest.
also, the tracking model name has changed to website_track.
Task ID: 2081534
PR #38706
X-original-commit: 0f46998b2b1209eb57cd164b4a5b861f9d2ff71f
Without demo data, for the odoo-master transifex project
closesodoo/odoo#41935
X-original-commit: dab7670b73506fb3a835695ee3bd735e0c5e5c2b
Related: odoo/enterprise#7287
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
Followup of a425695e
The terms were back in 12.0
Courtesy of Juan José Scarafía
closesodoo/odoo#41624
X-original-commit: 85d0c7001a997748d7691205bbb8d066597591a5
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
Lead/Opportunity type
=====================
In the settings, if ``group_use_leads`` is checked, we add the group ``use_leads`` to all users in the group ``base.group_user``
To know if the setting is checked, in the model ``crm.lead``, we compute this code,
```
self.env['res.users'].has_group('crm.group_use_lead')
```
In 12.0
=======
When we compute ``sudo``, we are as the admin user.
The admin user is in the group ``base.group_user`` and so, he can be in the group ``use_leads``,
so everything work fine.
In 13.0
=======
When we perform a ``sudo``, we keep the same user.
But the visitor is not in the group ``base.group_user`` (he is in the group ``base.group_public``)
So, the visitor can never be in the group ``use_leads``
Fix
===
To fix it, we just need to compute the method ``has_group`` as the super user (which is in the group ``base.group_user``).
```
self.with_user(SUPERUSER_ID).env['res.users'].has_group('crm.group_use_lead')
```
Task #2124421closesodoo/odoo#40418
X-original-commit: 8758bdc24297032ba8fd65f637a6990c6351dd27
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
When a lead entered a wrong email address in the contact form,
this crashes when loading visitor view.
We were doing a email concatenation to have all the email address
of the leads linked to the visitor.
But as it is a cornet case that shouls not happens often
(to have multiplus email address linked to the visitor)
we will only keep the last email addresse entered by the visitor.
Task ID: 2077182
PR #37472
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
This commit review the design of the visitor kanban view.
There is now two style for kanban card.
Ungrouped : the card takes all the width of the screen. It's simulate a nice tree view.
Grouped : Same design as before. ('normal' kanban card)
Apply visitor kanban views redesign also in :
- website_livechat
- website_crm
- website_sms
Task ID: 2073714
PR #37081
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
since e33172e832,
visitor_page_ids have been renamed into website_track_ids.
But the renaming of this field has not been applied on all usages.
This commit applies the renaming to usage in website_crm.
Task ID: 2056080
PR #36290
This commit allows to send an email to a visitor if the visitor
is linked to at least 1 lead that has a valid email address.
If multiple leads have valid email address, email field on visitor
will contain a comma separated list of the leads' valid emai addresses.
Task ID: 2056080
PR #36290
Adrien Widart