PURPOSE
Prepare sales team membership and lead assignment improvements by
reorganizing and cleaning some code bits.
SPECIFICATIONS
Tools methods should be private by default to indicate those are not part of
official convert or merge API for leads. In this commit we make convert and
merge tool methods private, keeping only main API methods public.
LINKS
Task ID-2428882
Prepares Task ID-2086889
COM PR odoo/odoo#64196
ENT PT odoo/enterprise#15610
Currently there are several limitations in visitor email and phone
computation, notably phone of partner is not taken into account (only mobile)
and computation does not work in website_crm if there are no leads.
In this commit we
* support both mobile and phone fields of partner. Indeed generally all
SMS flows check for those two fields and not only for mobile;
* replace the SQL by standard ORM computation. As those fields are not stored
and displayed in list views ORM should be capable of managing them;
* avoid crash when creating visitors through the UI (no ids -> don't go
into raw SQL);
* correctly keep partner-based values when no lead is linked to the visitor;
Tests are also added in order to ensure behavior.
Task ID 2196869
closesodoo/odoo#48369
X-original-commit: 02ceb42e204be2b40b334b4e554eef6dfaffd228
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
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 of this commit is to clean mail and SMS composer calls in website_crm
and website_crm_sms by separating composer preparation (context, values) from
customer preparation (check valid data exists, creating partner).
Indeed most of message composer code is based on records having a partner_id
correctly set, unless some templates are used that dynamically creates the
partner. SMS composer is more tolerant and check for phone / mobile numbers to
use.
By the way we make the action name translatable, because why not.
LINKS
Spotted when working on task ID 2056759 (remove crm.partner.binding mixin)
Community PR odoo/odoo#44970
Enterprise PR odoo/enterprise#8307
Try to understand a bit this code with comments. Some unnecessary code is
removed, and some parameters are added to try to understand the various flows,
but main purpose is to understand that mighty spaghetti, not destroy it.
LINKS
Side effect of Task ID 2056759 (remove crm.partner.binding mixin)
Side effect of Task ID 2088565 (crm onchange -> compute)
Community PR #43127
Enterprise PR odoo/enterpreise#7656
Related: odoo/enterprise#7656
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
When a lead entered a wrong email address in the contact form,
this crashes when loading visitor view.
We were doing a email concatenation to have all the email address
of the leads linked to the visitor.
But as it is a cornet case that shouls not happens often
(to have multiplus email address linked to the visitor)
we will only keep the last email addresse entered by the visitor.
Task ID: 2077182
PR #37472
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
This commit allows to send an email to a visitor if the visitor
is linked to at least 1 lead that has a valid email address.
If multiple leads have valid email address, email field on visitor
will contain a comma separated list of the leads' valid emai addresses.
Task ID: 2056080
PR #36290
In order to keep all the visitors from all the leads to merge,
the relation between leads and visitors becomes a many2many.
So that after the lead merge, a lead can have multiple visitors.
This commit re-add the page view stat button that were removed
during website_visitor introduction and page tracking refactoring.
This button counts all the pages views from all the visitors linked
tho the current lead. Clicking on it redirect to the complete
navigation history, from all visitors linked to the lead.
Task ID : 2057428
PR #36180
If a website_visitor submit a contact form (and becomes a lead),
the website_visitor is linked to the crm.lead.
the website visitor name is than adapted to match the name of
the first crm.lead linked to the visitor, ONLY if the visitor doesn't
already have a res.partner.
A visitor can have multiple crm.lead as he can send multiple
contact form and create multiple leads.
Task ID: 34624
PR #2028059
Thibault Delavallée