Commit Graph
4 Commits
Author SHA1 Message Date
Thibault Delavallée 8280c7d559 [ADD] iap_crm: bridge module for IAP and CRM
PURPOSE

Clean and improve IAP services integration in Odoo. Clean IAP integrations
tools and improve data sharing with base modules, notably for CRM and Partner.

SPECIFICATIONS

In this commit we create a bridge module between iap_mail and crm to hold
notably some fields used in various CRM integrations.

Now that we have clean bridge module we can safely update crm and partner
integrations dependencies.

LINKS

Task ID-2248367
Community PR odoo/odoo#53214
Enterprise PR odoo/enterprise#11258
Upgrade PR odoo/upgrade#1363
IAP PR odoo/iap-apps#191
2020-08-18 11:41:59 +00:00
Goffin Simon 2a184ae62c [FIX] crm_iap_lead, crm_iap_lead_enrich: Uninstalling CRM
Steps to reproduce the bug:

- Let's consider an instance with crm_iap_lead and crm_iap_lead_enrich installed
- Uninstall crm

Bug:

An error was raised: ('Record does not exist or has been deleted.\n(Record: ir.model.fields(15085,), User: 1)', None)
because the field reveal_id is shared on model crm.lead and modules crm_iap_lead and crm_iap_lead_enrich are independent
from each other.

Inspired from https://github.com/odoo/odoo/commit/ff7efbb1e81cd6987601c03f0b75a37d2df8e331

opw:2224952

closes odoo/odoo#48813

X-original-commit: 80879be5d7ab863a097439df1cd61aa236edaca4
Signed-off-by: Simon Goffin (sig) <sig@openerp.com>
2020-04-02 06:37:06 +00:00
Pierre Masereel 7410de111f [ADD] reveal_service : allow user to generate leads based on filters
Purpose :

Allow the user to generate a certain number of leads based on certain criteria like localization, technologies used, or size.

Available filters are :

- company size
- localization (country and states)
- industries
- technologies

The user can also ask for a few contacts that can be filtered based on
their role or seniority.

Each company found generates a new lead/opportunity for which the sales
team, salesperson and tags can be preset from the lead mining request.

This commit includes the followings changes :

- New module crm_iap_lead
- New model crm.iap.lead.helpers which contains helper methods used by
both modules crm_iap_lead and crm_iap_lead_website
- New model crm.iap.lead.mining.request that holds the data of a lead
mining request
- An option in the CRM settings to install this feature
- New button 'Generate Leads' in the leads/opportunity ListView and
KanbanView that opens a modal allowing to create a lead mining request
- New section 'Lead Generation' in menuitem 'Configuration' of CRM

TaskID : 1902172

closes odoo/odoo#30189
2019-02-14 14:10:35 +00:00
Pierre Masereel 6703840062 [REF] crm_iap_lead: split crm_iap_lead into two modules 2019-02-12 11:00:18 +00:00