Use the new Many2OneAvatarUser field widget in some kanban views,
which allows to open a DM chat window with the corresponding user
by clicking on the avatar.
Part of task 2195254
Step to reproduce : Import from Excel a list of Opportunities.
The problem is that in _compute_day_open, the abs of the extraction
date_open - create_date is set as the lead's day_open.
As the date_open has no milliseconds, all those records which
create date is the same second have a date_open that is before their create_date.
Fixed it by comparing the date_create and date_open without microsecond.
Task ID 2222251
closesodoo/odoo#50599
X-original-commit: f7d1277080a91903342bbb4be44ce3a6ca814a38
Signed-off-by: Nicolas Martinelli (nim) <nim@odoo.com>
Purpose of this commit is to allow customization of view types available when
using the activity menu. By default only kanban, list and form are available
as before.
Calendar, pivot, graph and activity have been added for leads, allowing
better user experience in their use of activities.
Task ID: 2228451
Community PR odoo/odoo#50042
Enterprise PR odoo/enterprise#10145
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
This commit fixes the crm.lead form view to always display UTM information when
the lead is of type "opportunity".
Before this change, the UTM information (as well as the 'referred' field) were
only displayed for members of the 'base.group_multi_company', which did not
make sense on a functional point of view.
The 'company_id' field however, that is in the same form group, is still
correctly displayed only for members of the 'base.group_multi_company' group.
Task 2237318
closesodoo/odoo#50337
X-original-commit: d5b07b7c16cf7129f3231985ef607f02fb0c6475
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Signed-off-by: awa-odoo <awa-odoo@users.noreply.github.com>
Impacted modules: account_analytic_default, crm, event,
hr_recruitment, maintenance, mass_mailing, project,
purchase_requisition, stock_picking_batch, website_slides
The default image displayed when the record is unassigned is
confusing, so we are removing it.
FP request
Task 2234524
closesodoo/odoo#49333
Related: odoo/enterprise#9834
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
This commit will put more emphasis on both the revenue and the contact
attached to the opportunity.
Task ID 2240258
closesodoo/odoo#49773
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
PURPOSE
Several counter fields are performed inefficiently. They use compute methods
using length of 2many fields instead of making use of more efficient ORM
methods like read_group.
SPECIFICATIONS
No functional change, only technical performance improvements.
Purpose is to improve lead_count performance. Some people claim to gain a lot
of queries: from 90 to 30 SQL queries to read 39 partners. Hard to reproduce.
LINKS
Task ID 2196182
PR odoo/odoo#44662
Co-Authored-By: Fabien Pinckaers <fp@odoo.com>
Co-Authored-By: Victor Feyens <vfe@odoo.com>
Co-Authored-By: Thibault Delavallee <tde@odoo.com>
Or, in other words, set auto probability to 0 if no statistics yet.
Before this commit, if the automated probability could not be computed,
the automated_probability field on crm.lead was not modified.
That led to having leads stuck at 100% once won, even if going back to another
stage.
This happened only :
- in an empty DB (no demo data) or
- in a DB where the PLS cron had never ran and the PLS threshold was
inactivated (=0).
Because, if the frequency table has never been built, we cannot compute the
automated probability.
After this commit, if the automated probability cannot be computed, we set
it by default to 0. If the probability and the automated probability was
aligned, probability is also set to 0.
Note: this could be an issue if both probabilities were aligned, then
someone deactivate the PLS cron and set the threshold to 0 (if not yet the
case), and clear the frequency table. (unlikely to happen but still..)
When updating updating a lead, we would lose the probability
-> auto proba set to 0 + proba set to 0 as they were aligned.
Task ID: 2232036
closesodoo/odoo#49766
X-original-commit: b43ecf73958273a126135966422112b90f9f12cc
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Purpose of this commit is to allow multi-create in alias mixin by correctly
creating / updating aliases in batch.
Task ID 1919277
Community PR odoo/odoo#41160
Enterprise PR odoo/enterprise#6983
Upgrade PR odoo/upgrade#872
Co-Authored-By: Rémy Voet <ryv@odoo.com>
Co-Authored-By: Thibault Delavallée <tde@odoo.com>
Clean the usage of mail aliases and more specifically its associated mixin
`mail.alias.mixin` .
Stop using context for model of aliases, and correctly give model_id and
parent_model_id to the call chain through a cleaned code easier to override.
We also merge methods get_alias_model_name and get_alias_values in single one
called before record creation (alias first values) and right after (to have
values depending on actual record).
LINKS
Task ID 1919277
Community PR odoo/odoo#41160
Enterprise PR odoo/enterprise#6983
Upgrade PR odoo/upgrade#872
Co-Authored-By: Rémy Voet <ryv@odoo.com>
Co-Authored-By: Thibault Delavallée <tde@odoo.com>
Purpose of this commit is to clean manual alias creation by correctly giving
field values instead of relying on magic from model_name to model_id. Code
is more understandable now.
Task ID 1919277
Community PR odoo/odoo#41160
Enterprise PR odoo/enterprise#6983
Upgrade PR odoo/upgrade#872
Co-Authored-By: Rémy Voet <ryv@odoo.com>
Co-Authored-By: Thibault Delavallée <tde@odoo.com>
PURPOSE
Prepare enhancements of sales team membership.
SPECIFICATIONS
Purpose of this commit is to prepare modifications in sales team management
notably by cleaning sales team tests. We also move some data preparation in
sales team. It allows to rely on some common data while doing sales team
then crm tests.
LINKS
Task ID 2086889 (sales team enhancements)
Task ID 2234698 (preparation lint)
Community PR odoo/odoo#49520
PURPOSE
Prepare enhancements of sales team membership.
SPECIFICATIONS
Lint crm data and demo, notably about sales team and file organization.
Also move crm menu entries declaration in a single file and remove some
menu entries not imported anymore.
LINKS
Task ID 2086889 (sales team enhancements)
Task ID 2234698 (preparation lint)
Community PR odoo/odoo#49520
Some fields of a calendar event are private.
The previous implementation was deleted while refactoring recurring events.
This commit cleanly re-implements the feature.
Task 2126717
PR #42031
PR Enterprise odoo/enterprise#8006
When `_synchronize_alias` was introduced into crm.team.write, the write
method become incompatible with batch writes because
`_synchronize_alias` assumes `self` is a recordset of length 1 and
performs attribute accesses directly on self, this makes the __get__
crash because it performs a `self.ensure_one()`
With this commit, crm.team.write will iterate over the self recordset
and call `_synchronize_alias` on every record of the recordset.
This also solves a uninstallation problem in sale_crm because a write is
performed on crm.team in an uninstall_hook.
closesodoo/odoo#49088
X-original-commit: a9511cd42be365e58371d717b8197aac644eaf33
Signed-off-by: Raphael Collet (rco) <rco@openerp.com>
Signed-off-by: Adrian Torres (adt) <adt@odoo.com>
Purpose of this commit is to make use of toggle_active to implement business
behavior linked to active field being changed. In CRM notably
* when archiving: it is considered as lost, and therefore probability is
set to 0;
* when reactivating: void the lost reason and update probabilities for PLS;
In this commit we also update tracking subtype to more clearly track
lost / restored subtypes
* lost: writing a lost reason (resetting it is not lost), archiving
it if no other subtype;
* restored: activating it again;
Task ID 2170708
Community PR odoo/odoo#46563
activity_type_id is a related field on the first activity to do and should
probably not be reset / forced to a value. It is probably some code coming
from previous implementations of activities that were linked to crm only.
Coming notably from 87e457158e and 42226de46e .
Community PR odoo/odoo#48946closesodoo/odoo#48960
X-original-commit: de2e682824a636062fbb2c47b1bf5d7c7cef18db
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Currently there is two ways in view to have a phone number displayed in
LTR in a RTL language:
- have `widget="phone"` on a field
- have a class o_force_ltr on the field
But this is currently done very rarely and fail in list view because the
direction of data cells is used, eg.:
```
<div style="direction:rtl">
<table><tr><td style="direction:ltr">
<span>+1 2 3</span>
</td></tr><tr><td>
<span style="direction:ltr">+4 5 6</span>
</td>/tr></table>
</div>
```
will be displayed as:
+1 2 3
6 5 4+
In this commit, we use unicode-bidi* to optionally add an additional
level of embedding so direction is taken into account by the
bidirectional algorithm.
This commit also adds o_force_ltr class or phone widget on phone fields
where it is not already defined.
*: https://drafts.csswg.org/css-writing-modes-3/#propdef-unicode-bidi
opw-2224828
closes#48425closesodoo/odoo#48588
X-original-commit: ab067218e069f0a92610c3f0d4137e563e47755c
Signed-off-by: Nicolas Lempereur (nle) <nle@odoo.com>
With this commit, Selection fields with `required=True` which are
extended via `selection_add` are given proper ondelete policies to
ensure the cleanup of records containing these extended options during
uninstall of the extending module.
This commit also cleans up leftover uninstall hooks that were being used
to handle the same set of problems prior to the ondelete mechanism being
implemented for Selection fields.
closesodoo/odoo#46325
Related: odoo/enterprise#9117
Signed-off-by: Raphael Collet (rco) <rco@openerp.com>
Previously a blacklisted phone number or email address could only be
removed from their respective blacklist by going to the corresponding
blacklist view [in mass_mailing_(sms)] and manually
archiving/deactiviting the entry. All users could see that an email was
blacklisted via an fa-ban icon added next to their corresponding field
in the modules: crm, mass_mailing, mass_mailing_sms, and contacts (via
extension).
This commit adds additional fa-ban icons next to blacklisted phone
numbers and makes all instances of these icons clickable to remove them
from their corresponding blacklist using a wizard. There are several
limitations to this implementation including:
1. If both a mobile and phone number field appear within a crm lead
instance, then only the mobile field will indicate if it is blacklisted
(due to current implementation of PhoneMixin which only checks 1 phone
value against the blacklist and "sms" which returns mobile numbers first).
I.e. if a phone field value is blacklisted, but a value is typed into the
mobile field, then the phone field will never indicate that it is blacklisted.
2. If someone clicks on a unblacklisting icon after changing the
corresponding field value without clicking off the field input, then the
latest typed in value will be the one submitted for unblacklisting,
which may not actually be blacklisted (due to "is_blacklisted" flag
being a computed field and it not having a chance to re-compute to hide
the button).
3. If someone changes values in the blacklist, then someone who already
has a form open will not see icon disappear until something triggers a
re-compute of the "phone_sanitized_blacklisted" flag (this was already the
case with the icon, but now a user may try to unblacklist a value that is
already unblacklisted.)
4. Since the icon needs to be visible by everyone to indicate whether or
not a phone/email is blacklisted, users without corresponding unblacklist
permissions will be able to click on the icon. When they click on it, they
will be informed they do not have permission to unblacklist. A wizard was
determined to be the best way to implement this unblacklisting for the
following reasons:
- A "Unblacklisting Reason" is needed and will not be stored as a field.
- A field widget is unable to do this due to security settings +
inability to refresh view after unblacklisting with a
"Unblacklisting Reason" without wiping unsaved changes.
Additionally, to better align with GDPR, the corresponding form view for
the phone/email blacklist has been updated to use the same wizard to
track "Reason for unblacklisting". Unfortunately there is no
straightforward way to prevent direct "Archive" action, so users are
still able to bypass unblacklisting without being asked for a "reason
for unblacklisting".
Supports task: 2117635
Upgrade PR: odoo/upgrade#939
COM PR: odoo/odoo#45315
Minor UX tweaks for more consistent and correct wording, visualization,
and editing ability for mass_mailing and mass_mailing_sms. Specifically:
- Fix all "This email is blacklisted for mass mailing" => ".. mass
mailings" typos
- Make phone blacklist not editable (to align w/ email blacklist)
- Add "Archived" ribbon to phone and email blacklist
- Update menu items and actions
- "Phone Blacklist" => "Blacklisted Phone Numbers"
- "Blacklist" => "BLacklisted Email Addresses"
Supports task: 2117635
PURPOSE
Purpose of this commit is to clean statistics fields definition on crm.team.
Future tasks will improve the use of sales team in crm and first steps is to
clean a bit models linked to sales team.
SPECIFICATIONS
New statistic fields
* ``lead_all_assigned_month_count``: all assigned lead and opportunities
in the last 30 days; used notably for scoring mechanism;
Renaming performed on some statistic fields
* ``unassigned_leads_count`` -> ``lead_unassigned_count``;
* ``overdue_opportunities_count`` -> ``opportunities_overdue_count``;
* ``overdue_opportunities_amount`` -> ``opportunities_overdue_amount``;
All those fields are used for display and management purpose, and are
computed not stored fields. No migration is therefore required.
LINKS
Task ID 2088565 (crm: from onchange to compute)
Enterprise PR odoo/enterprise#7322
Upgrade PR odoo/upgrade#781
PURPOSE
Try to move from onchange / default_get to stored editable computed fields.
Behavior should be the same (computed or set by user), with support of
create / write / onchange field update without additional code.
SPECIFICATIONS
Update classic fields updated in some cases by onchange and/or default methods
by fields with store=True, readonly=False. It means their value comes either
from manual user input, either from trigger based computation.
Remove onchange and default_get when possible, leading to an unique computation
method and clearing fields definition.
Also clean some fields definition inconsistencies, notably required fields
that should instead be correctly computed or default that have no real meaning.
SPECIFIATIONS: CONSTRAINT USER_ID / TEAM_ID
In this commit we also remove all the better implementations of "not really a
constraint" constraint about user_id and team_id. Indeed as this is a computed
field normally we should not have to call the onchange manually, even through
a hackish call to a falsy constraint (see fdc8749, 222cca2, 4e8ebc7 ). You are
all inferior to SM team.
SPECIFIATIONS: DATE_OPEN
Assignment field, namely ``date_open``, has a random definition as it seems
linked to assignation, with several behaviors intended
* ce39ca8a97 : reset only when going from
no salesman to a salesman (aka, keep assignation when changing)
* 8e540558ee: reset when changing salesman
We choose to keep first implementation as it seems a bugfix broken again
by second commit. It will also replace the ``assign_date`` defined in
``website_crm_score`` module.
SIDE EFFECTS
Several side effects occur with this commit. Indeed behavior is not always
exactly the same, notably as code rewriting allowed to fix some issues,
incoherent behavior or was simply not able to achieve exactly the same
result. Notably
* at lead creation: default probability is the one coming from PLS and not
0.0 anymore, since field is already computed. Synchronization with PLS
still works the same way (change probability, you are out of syn);
* various user_id / team_id combinations notably in convert / merge wizards
may change, notably we do not reset team_id if user_id is reset. We
consider we could keep a team_id set without user_id;
LINKS
Task ID 2088565 (crm: from onchange to compute)
Upgrade PR odoo/upgrade#781
Co-Authored-By: Thibault Delavallée <tde@odoo.com>
Co-Authored-By: Florent Lejoly <fle@odoo.com>
SPECIFICATIONS
Improve heuristic used to find lead to convert duplicates
* check email_normalized instead of email_from, as it may contain formatted
emails. Normalized email are sanitized and normalized version of emails
and ease comparisons;
* use lead email if its customer has no email;
* if no email is available but a customer is set, use it anyway;
This notably reverts 2917b38f28 . Indeed no reason has been found why
this fix is necessary.
LINKS
Task ID 2088565 (crm: from onchange to compute)
SPECIFICATIONS 1: FORCE_ASSIGNATION
Move and rename force_assignation in convert wizard. Purpose is to move the
force_assignation field from mass convert wizard to its base convert wizard
used through _inherit. It allows to avoid relying on context propagation in
some methods. This field is also renamed as assignation as other meaning in
English.
SPECIFICATIONS 2: OPPORTUNITY_IDS
Improve search of duplicate by always ensuring duplicated are computed using
active_test. Also add the active_test on the field as otherwise computed
results are actually not visible to the user.
Generic opportunity_ids field is also renamed to better indicated it is used
to store duplicates and avoid thinking it holds data related to batch convert
or merge.
LINKS
Task ID 2088565 (crm: from onchange to compute)
Upgrade PR odoo/upgrade#781
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
As CRM is going to be updated (onchange -> compute, code improvements, better
management of sales teams) ensuring data integrity in tests is necessary to
avoid having hidden issues or tests difficult to debug.
LINKS
Task ID 2088565 (crm: from onchange to compute)
in several models the 'color index' field shows up in the pivot measures,
color field in pivot measure doesn't make sense functionally, so remove
it from measure list, to remove it, add field explicitly in view and set
invisible attribute on it to remove it from measure list.
task-2153090
closesodoo/odoo#47485
Related: odoo/enterprise#9183
Signed-off-by: Aaron Bohy (aab) <aab@odoo.com>
As the crm.lead.tags model shall be used in CRM and/or Sales apps,
it has been moved to the sales_team module, which is a depedency
of the CRM and Sales apps.
As these tags becomes more generic than just "lead tags", the model
has been renamed from crm.lead.tags to crm.tags.
Tags on sale orders were already present but not visible. They are
now visible in the "Other Info" section, and optionally in sale order
tree views.
When a quotation is created from an opportunity (CRM app), existing tags
are populated from the opportunity to the sale order (Sales app).
Views and demo data of several modules have been updated accordingly.
Task ID 2191276
PURPOSE
Remove dead views to clean dead records
SPECIFICATIONS
Find unused views and remove them, notably specific views that are not used
anymore because generic one is always taken.
LINKS
Task ID 2196317 (Social/Marketing specific)
* remove global assignation in xml, it is a computed field anyway, let the orm compute it
* put all `ir_rule` definition as noupdate in the xml
closesodoo/odoo#47688
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
This commit rename the button that redirect to the configuration panel
whare the alias configuration can be done (External email server).
The name was unclear as this is not a domain name that we can configure but
an alias instead. Behind the alias, there is a custom domain, though.
Task ID: 2214653
PR #48023
Related: odoo/enterprise#9367
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
This commiit removes the probability field under analysis group as
that field is already displayed in the Probability main section.
Task ID: 2214653
PR #48023
Purpose
=======
The main definition of 'assignation' is the following:
"an appointment to meet someone in secret, typically one made by lovers"
The correct word we should be using is 'assignment':
"the allocation of someone or something as belonging to a particular group or category"
So in this commit change every iteration of the word
'assignation' to 'assignment', across all modules.
closes odoo/odoo#45041
Taskid: 1966215
Closes: #45041
Related: odoo/enterprise#8375
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Purpose
=======
- Change the font-awesome icon from fa-book to fa-question.
- Change the icon color to text-secondary (the same than the multi-company
icon).
- Adjust the icon size to the uppercase text size.
closesodoo/odoo#47210
Taskid: 2209062
Related: odoo/enterprise#9116
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
PURPOSE
Ease edition of digest tips by adding a name.
SPECIFICATIONS
Add a name on digest tips. Even if technical and not send to customers it
allows to see them at a glance in list view without having to guess their
content.
LINKS
Task ID 2214325
Com PR odoo/odoo#47416
Related: odoo/upgrade#933
Related: odoo/enterprise#9167
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
This commit moves some step utils in a dedicated file and add new ones.
These steps will be very useful for the Main Flow Tour to avoid
duplicated code.
To do this, we also had to transform it into functions to allow
utils to call each other. Existing one are converted for
standardization purpose.
Note that 'WEBSITE_NEW_PAGE' wasn't considered as an util.
This is a very simple step only used twice.
Purpose of this commit is to get rid of custom css code and file and use
standard bootstrap classes.
TaskID 2182610
Closes#45472closesodoo/odoo#46948
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Purpose: Replace user's role by partner in the chatter of lead.
Currently the discussion in the chatter of the lead is incorrect as both
are users.The message is sent by user to demo user instead of partner.
This commit fixes the behavior by setting the author of mail message to
partner instead of user and if there is no partner selected then the message
is sent by the contact email.
Task 2180228
closesodoo/odoo#44253
Closes: https://github.com/odoo/odoo/pull/44253
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Portal user that have opportunities in their portal
may change the stage of the opportunity
Changing the stage on the portal trigger
direcly the method write.
With the pls, write on the stage
trigger the recompute of the probabilities
that read on crm.lead.scoring.frequency
which portal user don't have acess
closesodoo/odoo#46551
Solution: compute probabilities in sudo mode
X-original-commit: 9cd7fe0ff3ce07618635b4d13ca564bd2f326980
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
Purpose
=======
A 'book icon' link to the documentation of a feature has been
added in its settings panel, when it is useful (complex feature).
Add a nightly test that parses all the res_config_settings views
from the base one and checks that all documentation links are still valid.
Add the o_doc_link class to all documentation links to be able to easily
catch them if needed.
closesodoo/odoo#45813
Taskid: 2180574
Related: odoo/enterprise#8601
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
PURPOSE
Clean dead actions.
SPECIFICATIONS
Some ir.actions.act_window are not used in odoo codebase anymore
* not linked to a given menu;
* not referenced in the code;
LINKS
Task ID 2188942 (original)
Task ID 2196183 (Social/Marketing specific)
Community PR odoo/odoo#46435
Enterprise PR odoo/enterprise#8846
PURPOSE
In various views, the min width of some columns is too short for the label of
the field. This task aims at fixing this by increasing some minimal widths
and relabeling some fields.
SPECIFICATIONS
crm
* in view_crm_lead2opportunity_partner_mass, view_crm_lead2opportunity_partner
add date widget on create_date and remove the phone field in the inline
treeview of opportunity_ids;
event
* in view_event_form set width of boolean field 'done' to 70px and in
view_event_mail_tree set string of field 'mail_sent' to 'Sent'
* in view_event_form_inherit_ticket set string of fields seats_max to
'Maximum', seats_reserved to 'Reserved', seats_unconfirmed to 'Unconfirmed'
and set width '100px' in the inline treeview of event_ticket_ids;
gamification
* in challenge_line_list_view and challenge_form_view set string of field
'target_goal' to 'Target' in the tree view and inline treeview of line_ids
LINKS
Task ID 2166865
PR #43401
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
Add tests. Amazing. Notably about matching partner / duplicate based on email
as there is some weird behavior.
closesodoo/odoo#45477
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
PURPOSE
This refactoring commit removes the crm.partner.binding mixin. Indeed it
defines a mixin for unnecessary fields, generally either redefined in
inheriting models, either not used at all. It also holds an utility method
we moved directly on crm.lead model.
SPECIFICATIONS
Code move
* move _find_matching_partner to crm.lead model;
* move action field into inheriting models, except crm.lead.convert2ticket
that does not use it;
* move partner_id to inheriting models;
* remove crm.partner.binding model and inheritance;
Improve behavior
* correctly store lead and partner many2one fields on all inheriting
models. It allows to support a default_lead_id instead of always
relying on active_model / active_id, making the wizards more generic;
* update default_get accordingly in various inheriting models in order to
correctly compute lead / partner values;
LINKS
Part of Task ID 2056759 (remove crm.partner.binding mixin)
Part of Task ID 2088565 (crm onchange -> compute)
Community PR odoo/odoo#44970
Enterprise PR odoo/enterprise#8307
Upgrade PR odoo/upgrade#750
Related: odoo/enterprise#8307
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Co-authored-by: David Beguin <dbe@odoo.com>
Co-authored-by: Thibault Delavallée <tde@odoo.com>
Aaron Bohy