Purpose of this commit is to make clearer how final opportunity value are
computed or chosen when merging leads. Functionally nothing should change
with this commit.
LINKS
Task ID-2446759 (lead merge priority field management)
Task ID-2446883 (query counters fix)
PR odoo/odoo#65016
Before this commit:
- The precision on geolocalisation fields were set to (16,5) which
caused rounding when data was comming from Goolge.
After this commit:
- The precision on geolocalisation fields are set to (10,7) which is
aligned with what Google does.
This precision of (10,7) is actually already used in the Sign App.
task-2426985
closesodoo/odoo#64401
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
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
The first stage has not always its sequence equal to 1. So if the
probability was for example equal to 0, then the salesman will not
be set to the new lead.
Since when we create a lead, the default stage is the first one in
the sequence. We only need to check if the lead is not already won
when we create a lead and try to assign the salesman to it.
task-2329327
closesodoo/odoo#61816
X-original-commit: c5059aa151430eebd62e9f000fe43e87bdd89ff3
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Steps to reproduce the bug:
- CRM--> Configuration --> Tags
- Delete the tag "No more partner available"
- CRM --> Lead --> Automatic Assignment
Bug:
It will raise Traceback
`AttributeError: 'NoneType' object has no attribute 'id'`
as Tag is not Present.
With this Commit:
It will add Tag if it exists on database.
closesodoo/odoo#61470
X-original-commit: 631030ae179c65ae0d99603046b5a09ffe00c408
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Problem:
Now that date_partner_assign is a computed field, a
value should be set each time there is a value
set for partner_assigned_id. Still, it was not the case
Solution:
Use the proper decorator: depends instead of onchange.
closesodoo/odoo#55950
X-original-commit: 56d859d85f1e00029a601e9b1daa6bbcbdb7dc43
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
PURPOSE
Link field name with their content.
SPECIFICATIONS
This commit changes the field name "expected_revenue" into "prorated_revenue"
and the field name "planned_revenue" into "expected_revenue".
Indeed content of those fields evolved since their first naming. Their content
is not what the field name indicates. Better rename those fields to understand
code flow inside CRM.
LINKS
Task ID-2283052
odoo/odoo#54194odoo/enterprise#12423odoo/upgrade#1463
In portal an user can say he is interested by a lead and take it. He can also
post a comment. However this comment was not escaped, leading to possible
html injection.
As this comment is used to post a message no real issue occurs. It is sanitized
and behaves like every html content used in message_post. However we do not
want to support html here and therefore escape the content given to message
post.
Task ID 2228921
closesodoo/odoo#50537
X-original-commit: df5345618c4abbe8766a012b08ed90f1706c919a
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Editable stored fields are copy by default if their base field
allow it (char, integer, ...). Purpose of this commit is to remove
unnecessary copy=True statements added when using stored editable
fields.
PR #49464
Task 2225253
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Some apps, once installed, automatically create a menuitem in website.
What complexify the UI and create useless menu withtout plusvalue.
It is not because you install livechat to make support online, that you want
a link in your menu to show stats e.g.
Now we remove the default menu created, and help user to find it when he create
a link. The autocomplete suggest most of the main App's controllers
task-2189613
closesodoo/odoo#49081
Related: odoo/enterprise#9733
Signed-off-by: Jérémy Kersten (jke) <jke@openerp.com>
This commit attempts to add the option to order partner levels by sequence.
In this commit, the following changes have been made :
1- Add a handle widget to the sequence field to reorder partner levels (in view_partner_grade_tree).
2- Update default order field in "res.partner.grade" to order records by sequance.
3- Update partners order in 'website_crm_partner_assign' controller to keep the same order in website.
Task ID 2241632
closesodoo/odoo#49882
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
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 coputation.
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.
SPECIFICATIONS: FIELDS RENAMING
In this commit we also rename ``date_assign`` to ``date_partner_assign``. There
are already ``date_open`` (crm_lead) and ``assign_date`` (website scoring)
fields available. It may be confusing. The field is therefore renamed to better
indicate it is linked to partner assignment.
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
=======
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>
When the many2xxx field relates to a model where company_id is required, set
this domain [('company_id','=',company_id.id)]
When the company_id field of the related model is not required, set this domain
['|',('company_id','=',company_id.id),('company_id','=',False)]
When setting the domain on a field which is in the treeview of a xxx2many field
evaluate against the company_id of the 'parent'.
Some constraints have been added on sereval models. Take a look at the complete
specification for more details.
TaskID: 2024446
Closes: #35266
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
*website_crm_partner_assign, website_customer
Before this commit, some models would create their own `website_published`
field rather than using the `website.published.mixin` mixin which should be
used instead.
That was done to be able to override the default value of the boolean.
This commit simply adds the possibility to override the default value of the
mixin field.
Also, help and string could simply be added on xml views rather than overriding
the field.
Multi is the default api for methods, it is not necessary to explicitly
decorate methods with it, adds clutter and most people use it because
they see that the rest of the code uses it.
Done with `find . -type f -name '*.py' | xargs sed -i '/@api.multi/d'`
This commit prepares the next Predictive Lead Scoring (aka PLS) ones.
With the new PLS implementation, stage based probablility is not relevant anymore
as the probability will be computed based on multiple criteria
following the Naive Bayes probabilist theorem.
To determine if the stage is a won stage, a new 'won_stage' boolean field replaces
the old probability field that is now removed.
won_stage = True is equivalent to stage.probability = 100.
Task ID : 1925439
PR #33589
Purpose of this commit is to clean some bits of code, notably calls to
message_post/log as well as notification methods. It will ease performance
improvement work.
Small optimization: account: read content after extension check
Parameter cleaning
* use message log with kwargs instead of args;
* remove message post after hook useless parameters;
* remove _notify_email_recipients useless message parameter;
* remove message_notify useless send_after_commit parameters;
* remove message post params matching default values;
Other improvements
* remove message_post commands support for partners and channels;
* only calls message_post with ids list for channels and partners. We
don't support mix of ids and command anymore to simplify code;
* remove support of private discussion in mail.thread adding partners
as recipients, as there is no use anymore;
Related to task 1943901
Linked to PR #32404
With a portal user, receive an email that says "Go to lead/opportunity"
and click on the link
The link's url is /mail/view which is the generic access controller
Before this commit, the user is redirected to the backend,
with fireworks of access errors
After this commit, the portal url is opened
As a side note, in master crm.lead should implement portal.mixin
OPW 193509
closesodoo/odoo#30762
Signed-off-by: Lucas Perais (lpe) <lpe@odoo.com>
- Change API provider to prevent invalid API calls
- Move geo_find methods into base.geocoder object to ease inheritance
- Add system parameter to allow use of another provider
fixes #x26924
fixes #x6929
Purpose is to clean the use of tracking parameters on fields. Parameters are
merged and is now tracking=<int> or tracking=True.
This commit is linked to task ID 1903814 and PR #28430.
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: improve understanding of partner and product models as well as their
daily use. This is done by improving tooltips and labels of some fields
according to business logic.
This commit is related to task ID 1880696 and closes PR #27133 .
Thanks to @xmo-odoo for its in-depth review.
Google Important Updated: API keys are now required
We began enforcing the use of API keys, effective June 11th 2018.
Keyless usage will result in a degraded experience, or an error.
https://developers.google.com/maps/billing/important-updates
In crm,website_crm_partner_assign and website_crm_score there were fields with
almost the same label, which was confusing, we change those names so it
reflects better what the field is used for.
| field | module | old label | new label |
------------------------------------------------------------------------------------------
| date_open | crm | Assigned | Assignation Date |
| date_assign | website_crm_partner_assign | Assignation Date | Partner Assignation Date |
| assign_date | website_crm_score | Assign Date | Auto Assign Date |
------------------------------------------------------------------------------------------
- As admin, create an opportunity
- Under the tab Assigned partner set the portal user
- As portal user go to My account > My opportunities > Edit opportunity
- Change something
Confirm button doesn't work. In fact, an access error is raised silently
in the JS console.
The issue is raised in `update_lead_portal`, at `lead.activity_ids...`.
This is because the field `activity_ids` has
`groups="base.group_user"`.
opw-1817935
opw-1818629
Button to create new opp are reserved to graded partner.
Employees will use backend crm, and classis portal user cannot create lead for them.
+ fix 403 when create an opp because no access on crm activities.
This opw fixes#21222
Before this commit, an opp created from a contact via the portal was assign to
himself instead of the commercial_partner_id.
So the saleperson was not assigned to the opportunity, and the opp created was
not for the company but for the contact only.
That make sense to share the opp to the company and assign the saleman directly.
Thanks to GBR for the reporting.
Now that we're closer to switching to P3 for good, these helpers have
outlived their usefulness, and mostly add noise.
All remaining dict.iter*() or dict.view*() must be converted to the
normal keys(), values() or items() calls.
Whenever the result is likely to be used for more than the scope of a
loop, or when the dict needs to be modified during iteration, the calls
must be wrapped in a ``list()``, to protect the new P3 semantics.
Those cases are very exceptional.
Also removed some dead code or improved the API to remove unnecessary
conversions.
Slug and unslug API is now available in http_routing. Indeed there is no
link to any website or any reason to not support slufigied URLs when
website is not installed. A new unslug_url method is added as a tool
coming from an embedded method from website. Doing it allows to have all
slug related methods defined at the same point.
Support of slug and unslug in qweb rendering is also moved directly in
http_routing version of ir_ui_view instead of website inheritance. This
is done in order to keep things coherent.
Some code from website about ModelConverter is also moved. Indeed both
versions of ir_http uses some kind of placeholder to store the uid
when converting urls to python. This commit unifies it by using the
website one directly in base to simplify the override.
This commit also updates all module importing slug. Enterprise modules
will have to be updated, see related commit.
Add a constrains on user_id field to avoid to recompute manually the team_id.
Eg: action_foward didn't call the onchange manually, so the saleteam not updated.
Thibault Delavallée