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.
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.
Since https://github.com/odoo/odoo/commit/4330ea02676a4afd88707bb463a007e7de3c8686, action_mark_won was
not api.multi anymore, which made it impossible to mark leads as won in
batch.
The problem is that we do exactly this in the demo data.
As we need to keep the rainbowman in the interface the decision has been
taken to split the method in two parts, one for the interface which
returns the rainbowman (and uses ensure_one) and the second which is a
true api.multi method.
Thanks to @tde-banana-odoo for his advice on the matter
The 'help' of window action is often fiddled with, adding thing before,
after or arround it.
For example in CRM leads, we add at the beginning "Click to add a new
opportunity" with an arrow towards the button, and after if there is a
mail alias: "All email incoming to * will automatically create new...".
But for crm.lead, hr.expense, sale.order this would not take into
account that the fiddled "help" can be edited, so if we edit 2 times
help in studio or backend action editing, we would get:
Click to add a new opportunity
Click to add a new opportunity
Click to add a new opportunity
[Original help content]
All email incoming to * will automatically create new...
All email incoming to * will automatically create new...
All email incoming to * will automatically create new...
And see several "arrows" towards the button (in enterprise the
additional ones are on same color background).
With this commit we do what is done in "mail.thread" by default which is
not fiddling with the `help` if has been fiddled before (if it contains
"oe_view_nocontent_create" class).
note: this is the 11.0 version of #26912
opw-1877663
closes#26911
Since the mass mailing blacklist, it's possible to see if a contact is blacklisted
using the blacklist_mixin.is_blacklisted. As crm.lead.opportunity view is displaying
one of the two fields email_from and partner_address_email and is_blacklisted is
computed on email_from, it was necessary to add a related fields that read
the is_blacklisted value of the related partner to see directly of the opportunity
is blacklisted or not.
Display the field date_open in the crm.lead form view
Create a new record
Before this commit, there was a crash because since the record is a virtual one
there is no create_date, hence the crash
After this commit, we make sure we select records that have a create_date, and there is no crash
OPW 1877080
closes#26499
Because of 2917b38f28 which appeared in v9.0 but has not been adapted to the new API
afterwards, the early return was out of sync with what a search returns in new API
in v9.0: search returns a list, so must our early return
in v10.0: search returns a recordset, hence the fix
OPW 1878192
closes#26474
Purpose
=======
- Apply the blacklist implementation to Improve mailing subscription to be more
compliant with the European GDPR law. Keep a list of people who does not want
to receive promotional emails (or mass mailing in general) anymore.
- Allows the recipient to update himself his mailing preferences
Specifications
===========
This commit is regrouping some main changes on mass mailing.
Apply Blacklist for following models through blacklist.mixin :
- crm.lead
- res.partner
- mail.mass_mailing.contact
- mail.channel.partner
- Opt_out per mailing list instead of per mailing contact.
- Replace opt_out by blacklist in crm.lead + res.partner models
- Added 'ignored' state for mass_mailing. Ignored = blacklisted, opted-out
Ignored email are not included into final statistics to avoid confusion.
- Unsubscribe(d) pages migrated from website_mass_mailing to mass_mailing module
as thoses pages should work without having the website module installed
Detailed implementation
===================
Mass-mailing :
- A blacklisted email is notified by the ban icon next to the email field.
(at the left of the email field for display purpose)
- Renaming the '_get_blacklist' method that was actually
searching opt_out list into 'get_opt_out_list'
- Opt out per mailing list : Add opt_out + related fields (for display and
ergonomy reasons) on the relational model
- Display relational model tree view instead of mass_mailing.contact tree
view when clicking on mass_mailing_list in kanban view
-> In order to be align between contact_nbr displayed in kanban tile and
the content of the tree view
-> mass_mailing contact is accesible via the user icon in this tree view
- Remove custom filters 'filter_contact_subscription' and
'filter_contact_unsubscription' as opt_out is not on mass_mailing.contact
model anymore
- Add 'is_public' to mailing list
The name of this mailing list can be seen (or not) by recipient in
the unsubscription page
If the mailing lists used in the mass mailing are not public,
the user in only informed that he has been unsubscribed.
If the mailing lists are public, the user is informed that he has been
unsubscribed from the mailing lists
and he has the choice to modify his subscription to all the public
mailing list he is or was subscribed to.
- Unsubscription Page :
- mass_mailing_contact :
Opt_out per mailing list, done by email and not by id, as multiple
contact can have the same email
The recipient can add/remove himself to/from the blacklist
The recipient can send a feedback about why he unsubscribed
- crm.lead + res.partner :
Once the recipient unsubscribe, he is automatically blacklisted
The recipient can 'Come back' and remove himself from the blacklist
if he changes his mind
- Show blacklist button parameter added in config :
The idea is to enable/disable the fact that the recipient can add
himself to the blacklist by showing or not the 'blacklist me' button
Only applies for mass_mailing.contact. The recipient, once
blacklisted, can always, no matter the value of this parameter,
'come back' and unblacklist himself
crm.lead + res.partner :
- Replace opt_out by blacklist in crm.lead + res.partner models.
As when a res.partner or crm.lead unsubcribe, we assume that the recipient
does not want to receive mass mailing anymore, at all, even if we adds him
to a mailing list afterwards. He is then blacklisted to avoid this.
With this behaviour, if a new lead is created with the same email address,
he won't be able to receive mail in mass_mode.
But he will still be able to receive '1 to 1' direct email.
Task ID 33224
Closes#25966
Purpose of this commit is to avoid browsing and prefetching data about
recipients when notifying a message to partners and channels. Mail message
_notify computes all necessary data in a single query. This commit allow
to re-use this data by propagating it through the call chain.
Addons inheriting from classification methods used when sending notification
emails are updated accordingly to the API and data update.
This commit is linked to task ID 47934 and PR #24033. No functional change
should occur with this commit.
From this commit onwards, Date fields will return datetime.date objects and Datetime fields will return datetime.datetime objects, this implies a number of things that are clearly explained both in the ORM API for master.
This commit also introduces a number of helper functions for dates and datetimes that are exposed in tools.date_utils and fields.Date[time], explained in the documentation as well.
Task-ID: 47189
Lucas Perais (lpe)