When chatting with visitors, operator may use /lead command to directly create
a lead from discussion. That way commercial discussion can follow visitors
inquiries.
Anonymous (public) users may be part of channels, notably since f5fe11cf1e.
In that case we don't want new leads to be associated with those users. Indeed
* they are not real users, just technical users for website / frontend;
* merge processes may think all leads having public users as customer are
duplicates and should be merged, which means loosing information and
leads;
We therefore set the following heuristics
* if a public user is member of a channel -> consider this is a livechat
with an anonymous and set customer_id to False;
* otherwise try to find a share partner in channel members and link the lead
to that partner;
Task ID-2389564
closesodoo/odoo#62192
X-original-commit: 7fbeda3f7d92fa501c2752c873be2255697f5d97
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
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>
If an operator executes the /lead commands, the visitor was not linked to the
lead. This commit fixed that. The visitor is now linked to the lead but the
visitor does not take the lead's name.
(As '/lead leadName' creates a lead with 'leadName' as name but not as contact
name and the visitor needs the contact name of the lead)
Task ID: 2081534
PR #38706closesodoo/odoo#41960
X-original-commit: 8c257a6219f72118af4e81c14fb2c6c9f320df17
Signed-off-by: David Beguin <dbeguin@users.noreply.github.com>
Auto add source Livechat when lead created from livechat command /lead
task:internal-request
closesodoo/odoo#34763
Signed-off-by: Jérémy Kersten (jke) <jke@openerp.com>
Thibault Delavallée