crm lead is created with a default company_id which is the current company of the user
When creating a lead from email, this logic doesn't hold, especially in v12.0
where the __system__ user is not someone real
In that case, we retrieve the company from the sales team
OPW 1918837
closesodoo/odoo#30146
The team pipeline dashboard fields
`unassigned_leads_count`, `opportunities_count`, `opportunities_amount`
do a big search on leads, filtered
by type (lead/opp), team, and unassigned user_id (salesman)
Adding an index on user_id, team_id, type significantly
improves the filtering, and therefore the dashboard rendering,
especially when displaying a few teams only
e.g; the teams you are part or responsible of.
The index on `user_id` is removed,
as it become a duplicate as `user_id` is the first column
of this new index.
In the Lead form view, properly align "Planned Revenue" and "Probability" fields
side-by-side and adjust their styling in mobile.
Related to task 1891955
closesodoo/odoo#28763
This was possible do to it on opportunities, but not on leads (other
search view).
This is needed to allow effective search from activity dropdown.
closesodoo/odoo#29003
When clicking on notifications "Late", "Today" or "Future" for the crm.lead model,
the search view called "crm.lead.search.lead" was taken instead of "view_crm_case_opportunities_filter".
and then the filters "Late Activities", "Today Activities" and "Future Activities" didn't
exist.
opw:1905722
closesodoo/odoo#28793
Purpose is to extend the use of the newly-introduced activity view allowing
to see at a glance activities to perform on a given model. It eases daily
job of people working with activities.
Updated
* CRM and Sale/CRM main menus: pipeline, leads, quotations;
* Sales main menus: quotations, orders, to invoice/to upsell, products;
* Website Sale: quotations, orders, to invoice, abandoned;
This commit is linked to task ID 1889413.
Purpose of this commit is to give description more "business oriented"
because those descriptions appears in Odoo Studio which is supposed to be used by end users, not only by developers.
Related Task ID : 37311
Purpose of this commit is to avoid having restored leads and opportunities
having always 0 probability even if the stage has an high probably than
that.
This commit is linked to task ID 1880051 and PR #26977.
Purpose of this commit is to ease the tracking of won / lost state of leads
and opportunities by tracking the active status.
This commit is linked to task ID 1880051 and PR #26977.
Purpose of this commit is to remove filters and actions linked to archive
and restore.
Won / Lost filters are sufficient now as archive behavior has been removed.
Using the newly-introduced archivable option in kanban view we now hide the
archive / restore buttons present in the columns of leads kanban view. Indeed
people should go through the mark as won / mark as lost flow and not use the
archive feature.
In kanban view actions in vignette dropdown are also removed.
Finally some dead action code can now be removed.
This commit is linked to task ID 1880051 and PR #26977.
People don't understand archive. According to POs leads are lost and restored
and not archived / unarchived. Let us restore the mark as lost behavior.
As sometimes I am better than a goldfish let us point to this old task from
3 yeas ago: https://github.com/odoo/odoo/commit/69a769fc9994d00060485703aa4307e2c8877fb7. This commit basically
reverts that one. It was linked to task ID 20996 that explainedwhy archive /
unarchive had to be used for leads as people don't understand won / lot for
leads.
This commit is linked to task ID 1880051 and PR #26977.
Martin Trigaux