* account, analytic, calendar, coupon, crm, crm_iap_lead_website,
delivery, digest, event, event_crm, fleet, gamification, hr,
hr_expense, hr_skills, im_livechat, lunch, mail, maintenance,
mass_mailing, membership, mrp, point_of_sale, pos_mercury, product,
purchase, purchase_requisition, sale_management, sales_team, sms,
stock, stock_landed_costs, survey, website_crm_partner_assign,
website_event_exhibitor, website_event_track, website_forum,
website_slides, base
This commit removes oe_edit_only labels and adds placeholder
on fields in form views from a lot of apps to minimize the
shift when switching mode.
task 2330101
Follow-up of 13a4544707053295565c33580526f6a8a16f556b
Where we fixed the portal *list* of opportunities but did not notice that the
associated *form* also had the same issue.
To recap the issue:
When you remove the 'company_id' on a crm.lead, you also remove the computed
'company_currency'.
When trying to view this kind of leads in the website_crm_partner_assign portal
form page, it would raise an error while trying to display the planned_revenue
in the missing currency.
Now, we display the number without any currency sign, which is a "best effort"
solution, just the same as on the crm.lead form view.
So it will look like "9000 at 47%" instead of "$9000 at 47%".
Task-2444539
closesodoo/odoo#65199
X-original-commit: c3007ac621d95ee487560a95eeaf925b56c01ab7
Signed-off-by: awa-odoo <awa-odoo@users.noreply.github.com>
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
When you remove the 'company_id' on a crm.lead, you also remove the computed
'company_currency'.
When trying to view this kind of leads in the website_crm_partner_assign portal
page, it would raise an error while trying to display the planned_revenue in
the missing currency.
Now, we display the number without any currency sign, which is a "best effort"
solution, just the same as on the crm.lead form view.
So it will look like "9000 at 47%" instead of "$9000 at 47%".
Task 2416841
closesodoo/odoo#63657
X-original-commit: aafbde0b72347b348a7a5a59c934f063247ba4de
Signed-off-by: awa-odoo <awa-odoo@users.noreply.github.com>
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Same change in several areas where translations existed:
- website editor notification popup
- elearning share popup
- forum remediation filter popup
- event registration attendees popup
- portal rating popup
- stripe payment error popup
And many other locations where there were no translations yet
"×" has been replaced by its UTF8 character.
Also introduced aria-label where missing.
Before this commit the close icon was included in translated resources.
For example, in Spanish the "×" had been turned into "&veces;"
thus not rendering an icon anymore
After this commit the close icon is not a translated text anymore and
remains an icon across all languages
https://github.com/odoo/odoo/pull/60186
task-2312878
closesodoo/odoo#62250
X-original-commit: 9896af94ebc887d98ccf44e6568ef7eeb5a27172
Related: odoo/enterprise#14937
Signed-off-by: Jérémy Kersten (jke) <jke@openerp.com>
PURPOSE
Adapt CRM views now that some measures can be set invisible.
SPECIFICATIONS
Adapt the views and implementing the new invisible attribute on some fields.
It allows to hide unnecessary measures.
In this commit we remove some measures in inheriting CRM apps
* crm: do not use color as measure;
* crm_iap_lead_website: do not use reveal_iap_credits as measure;
* website_crm_partner_assign: do not use partner_latitude and partner
longitude as measures;
LINKS
Task ID-2288381
Community PR #54774
Enterprise PR odoo/enterprise#11970
Upgrade PR odoo/upgrade#1519
Before this commit, the time to compute all counters was making the rendering
of the portal page slow.
Now the count is done in rpc after the loading of the page.
Now you can decide which part you want to show on the portal, and only compute
for these one.
It is not because you have purchase installed for your internal process, that
it means that your supplier use your portal and it avoid the computation for
all end users.
We parallelize the counters in arbitrary 3 rpcs.
closesodoo/odoo#55999
Related: odoo/enterprise#12456
Signed-off-by: Jérémy Kersten (jke) <jke@openerp.com>
This commit adds a few minor improvements to crm views:
- Add the crm.team currency on opportunity amounts on the crm.team kanban view
- Slightly reorganize "My Activities" view for increased usability
- Remove the "alias_user_id" field in the crm.team form view because it's a
related technical field that is not supposed to be modified there.
Task #2314894closesodoo/odoo#55940
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Co-authored-by: Aurélien Warnon <awa@odoo.com>
Replace wrong usages of any(list|recordset), by any(generator)
to speed up computations, avoiding list creations and/or looping twice on a recordset
for nothing.
any([generator]) => any(generator)
any(filtered) => any(generator)
closesodoo/odoo#55768
Related: odoo/enterprise#12360
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.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
1. Install the demo data
2. Activate GeoIP and set your IP in Belgium [1]
3. As a non-connected user, go to '/partners'
=> No result found: expected since we want to filter the partners
available in the user's country
4. Click on 'All Countries'
=> All partners are displayed
5. Click on 'Platinum' or search for 'azure'
=> No result found
The last step is not expected, it should filter partners from the 'All
Countries' list.
It occurs because the 'All Countries' filter is not kept when chosing a
Level or searching.
We use `keep_query` for the level filtering and set the `country_all`
`input` field for searching.
[1] IP can be set manually in
https://github.com/odoo/odoo/blob/bbb45e3412a5653d78aacc92903e95d1353ed60a/addons/http_routing/geoipresolver.py#L42
opw-2277343
closesodoo/odoo#53761
X-original-commit: ece98773a18cf0f83a3d2e44397e7e08a3a538a9
Signed-off-by: Nicolas Martinelli (nim) <nim@odoo.com>
General Purpose : Introduce a new "My Activities" view so that CRM
users can easily overview and process their To-Do list
- new button in "My Activities" tree view : Send Email
Purpose: allow users to send email in one click to the client
- new button in "My Activities" tree view : Send SMS
Purpose: allow user to send sms in one click to the client
- new button in "My Activities" tree view : Snooze
Purpose: easily Snoozes the activity for 7 days
--> today + 7d if deadline < today
--> deadline + 7d if deadline >= today
- New view crm_case_tree_view_my_activities to show "My Activities"
Purpose: Use this view so that CRM users can have a "To Do List"
Domain of this action is : crm.lead, type = opportunity
Filter is : My Activities (at least an activity assigned to me)
- Rename filter "assigned_to_me" to "My Activities"
- Change crm_case_tree_view_oppor to be clearer for the user.
Purpose: allow the user to have an good idea of what he has to do in
a view.
Remove all decorations set on the CRM tree views
Add the widget remaining_days to the field activity_date_deadline
Add the field activity_ids with the widget list_activity
- New menu item and corresponding act_window to display the new views
Task ID 2243124
Community PR odoo#51537
closesodoo/odoo#53376
X-original-commit: 2382c01956feda617b7d207d1bc4d69de1e8b6b3
Related: odoo/enterprise#11314
Signed-off-by: Thibault Delavallee (tde) <tde@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
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
=======
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>
* = website_crm_partner_assign, website_customer
Follow up of [1] which still had a misalignment for logos higher than large
(portrait), or logos smaller than 128px.
The layout of the related pages relies on the logos being exactly 128px for the
text following the images to be aligned.
There are two issues to fix:
- When images are bigger than 128px, due to incomplete migration at this time:
`o_image_128_max` is added to ensure they are not displayed bigger than 128px.
- When images are smaller than 128px, due to the original image being too small:
the parent element of the image is forced to the expected width of 128px.
The 128px width is actually not forced on the image itself but on the parent
of the image in order to:
- avoid a rectangular image (larger than tall) from using 128px height and
creating empty space when its height is actually smaller,
- and avoid images smaller than 128px to be scaled up.
Additional fix:
In "Our References" template, remove the `row` class on the container of
media elements, so that all media are always on their own line.
[1] 8748416b4d8ae4840d7738a0edf226f3240d97cb
closesodoo/odoo#47093
X-original-commit: 5e3242f904ddcee9cf660f13b446b88bead35777
Signed-off-by: Sébastien Theys (seb) <seb@odoo.com>
Currently, to activate/deactivate records with the 'active' checkbox
user has to switch to edit mode of the form.
So the purpose of the task is to allow the user to activate/deactivate
records from the readonly mode of the form view.
In this commit, we set widget='boolean_toggle' on the 'active' field in form
view.
closesodoo/odoo#46567
Taskid: 2206794
Related: https://github.com/odoo/enterprise/pull/8918
Related: odoo/enterprise#8918
Closes: #46567
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Small fix on the template to ensure the size of the partners's
images will never be larger than 128px.
closesodoo/odoo#43875
X-original-commit: 4879ace6868e02703069bcf420bd77275ee381f7
Signed-off-by: Jérémy Kersten (jke) <jke@openerp.com>
This commit fix most `t-set` errors that either led to:
1. unwanted text to be considered as translatable.
eg: `<t t-set="classes">text-left bg-100 p4</t>` would create an
`ir.translation`.
2. text that should be translatable were not.
eg: `<t t-set="text" t-value="'Both'"/>` would not create an
`ir.translation` while it should.
If a text should be translatable, it should never be inside a `t-value`:
- `<t t-set="text">Both</t>`
If a text should not be translatable, it sould either be inside `t-value`,
`t-valuef` or the `<t>` tag should have `t-translation="off"`:
- `<t t-set="classes" t-translation="off">text-left bg-100 p4</t>`
- `<t t-set="classes" t-valuef="text-left bg-100 p4"/>`
- `<t t-set="classes" t-value="'text-left bg-100 p4'"/>`
https://github.com/odoo/odoo/pull/43660https://github.com/odoo/enterprise/pull/7839https://github.com/odoo/design-themes/pull/203closesodoo/odoo#43660
Related: odoo/enterprise#7839
Signed-off-by: Romain Derie (rde) <rde@odoo.com>
PURPOSE
Purpose of this commit is to allow users to look for leads and opportunities
by using the phone/mobile number fields. For example this allows salesmen
working in call centers to quickly retrieve all open opportunities of a
specific caller.
SPECIFICATIONS
Add a phone_search field allowing to implement a search on both phone and
mobile fields.
Allow searching independently from local format used to store the phone number.
Imagine we have leads with phone or mobile number that looks like ``+32 485 11
22 33``. We want to find this lead even when typing ``485112233``.
A custom search method is therefore implemented. It uses only the digits in the
phone or mobile number to perform the search.
A limitation is added on search having to contain at last 3 digits. Indeed
as it returns a domain whose leaf is ``[('id', 'in', ids)]`` it may be huge
for production databases.
LINKS
Task 2122873
PR #40131
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
These sentences weren't correct:
Why aren't you interested by this lead? => Why aren't you interested IN this
lead?
Do you have contacted the customer? => I have contacted the customer (present
twice in code)
Task ID 1838187
closesodoo/odoo#39925
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
When redirecting to record, the wrong 'form' view will sometimes be
loaded. A 'hack' has been done in crm_lead.py to redirect the user to
the relevant 'form' view based on the value of the 'type' field.
However, this solution is not clean as it does not solve all cases
(multiple crm.lead records loaded from the activity systray, reloading
the page after redirection, etc.)
Goal of this task is to solve those issues by merging crm.lead.form.lead and
crm.lead.form.opportunity form views. That way multi records actions will
always display the relevant information according to record type.
Note: Here some fields used as a twice in the form view just to stay
close to the current design. Still few things which are not possible
here for 'lead' and 'opportunity', that is
* A dynamic 'placeholder' on 'name' field.
* A 'domain' on 'partner_id' field.
* A 'widget' on 'probability' field.
Task 47118
closesodoo/odoo#32248
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
* = web, website_blog, website_crm_partner_assign, website_event,
website_event_track, website_forum, website_hr_recruitment,
website_livechat, website_partner, website_profile, website_sale,
website_sale_delivery, website_slides
The published button name is a bit ambiguous, now it will clearly state
what it does with a new title : "Go to Website". The "Published",
"Unpublished" state is shown with the globe icon changing color
(green and red) and a title on the button.
Badge and Delivery don't have a website page, the button will then be
a publish/unpublish button in the backend.
task-2002435
closesodoo/odoo#34261
Signed-off-by: Xavier Morel (xmo) <xmo@odoo.com>
image_original => image_1920 (now resized to 1920)
image_big => image_1024
image_large => image_256
image_medium => image_128
image_small => image_64
image replaced by image_1920 (when writing) or by image_1024 (when displaying
what was previously the big size)
+ add new intermediate format:
image_512
PR: #34925
Create a lead, assign it to a partner who has portal access. Go to that
opportunity on the portal, edit any date to set 3-digit year (0-999) and
submit the form. Go to the opportunity using the web app, traceback.
Dates are only supported starting to 1900 thus many parsing function
assume the year to be a 4-digits year. The html form has been changed to
use an input type date with a minimum value instead of a plain text
input. This ensure a better support by browser (they use their built-in
calendar) and allow basic html5 form validation.
opw-2033276
closesodoo/odoo#34796
Signed-off-by: Julien Castiaux <Julien00859@users.noreply.github.com>
Purpose
=======
Fields `customer` and `supplier` on `res.partner`
are mostly used in domains of many2x fields.
Those domains can confuse end users because they don't
see the partner they are looking for; and it's not obvious why.
Some identified problems:
1. It can lead to duplicated partners: the user does not find
the partner, so he creates a new one.
2. The user imports supplier contacts in the Contacts app, so they
don't get the `supplier` flag. Then the user wants to make a purchase order,
and cannot find the new suppliers in the list
3. A user removes the customer flag on a prospect, because they don't think
it's a customer yet - except now they can't make a quote for that customer...
Specification
=============
Remove the two mentioned fields.
Since fields `customer` and `supplier` have been removed, all partners
are now shown in many2one dropdowns.
But in some cases, not all partners are relevant or some are more likely
to be relevant than others. e.g. when creating a PO, top suppliers have a
higher priority than other partners.
So, adapt the places where those fields were used with the new mechanism to
display the searched the partners, according to the number purchase/sales
orders they made.
TaskID: 2031147
Co-authored-by: Yannick Tivisse <yti@odoo.com>
* = website_crm_partner_assign
Purpose of the commit is to set the new attribute OPTIONAL = SHOW/Hide on tree
view so the user can easily hide/show the optional fields on the tree view.
task-1997453
Closes: #33888
Purpose
=======
Some formviews are useless since there are so few relevant fields https://nimb.ws/1EdMV7
For instance, to create a new lost reason the user is forced to:
1. Hit create
2. Type in the name of the record
3. Hit save
4. Go back to the treeview
While he could simply type them away in an editable treeview.
The goal of this task is to allow for creation/edition of records in such models
directly from the treeview.
Specification
=============
Modify tree views from a given list of models for which the
treeview has to be made editable bottom.
If not specified otherwise, the content treeview should stay the same.
If a field is readonly/required/etc. in the formview, it should be in the
editable treeview as well.
Relabeling has to be done of the field itself, not in the view.
TaskID: 2026126
closesodoo/odoo#34577
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
For the model 'crm.lead'
- Rename the action menu 'Send an email' by 'Send email'.
- Remove the action menu 'Mark Late Activities as Done' and
'Mark All Activities as Done'.
- Set 'Mark as lost' menu action only for the list view.
- Remove the action menu 'Assign salesman of assigned partner'.
- Rename the action menu 'Forward to Partner' by 'Forward to partner'
and set it for both form and list view.
For the model 'res.partner', remove the actions menu 'Meetings'.
Linked to task 1984526
Related to PR #33720
The old tree views don't really exist anymore, this odd pseudo-flag to
dispatch between "list" and "tree" tree views has no reason to remain.
Task 1937686
closesodoo/odoo#31243
Signed-off-by: Xavier Morel (xmo) <xmo@odoo.com>
Michael Mattiello (mcm)