Better aligns the stars with the label when no expected deadline is set,
by styling the parent div to space out non-empty children.
Task-2709761
closesodoo/odoo#81358
X-original-commit: 61925f488557181ae691d222a142a242c939d3e0
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
*mass_mailing_crm, mass_mailing_sale
Currently, the Mailing stat buttons have a few problems.
The business reporting smart buttons send the user to a list of linked records,
which doesn't provide much value (e.g. what is the user supposed to do with a
list of 12345 leads?). They also show wrong values depending on access rights.
The Mailing KPI smart buttons lead to a blank screen if there's no data to show.
In this commit, we add/adapt all action helpers to help users understand what is
going on. For the business reporting smart buttons we instead send users to
relevant reporting actions, so they can make sense of the data we showed before.
The values of the business reporting smart buttons are now calculated as a super
user.
We also change some domains from the whole UTM Sale Domain to only using
Source ID, which simplifies computation while staying accurate.
task-2604515
closesodoo/odoo#76798
Signed-off-by: Warnon Aurélien (awa) <awa@odoo.com>
This commit simply re-organizes a few fields on the crm.lead form view to give
more visibility to the most important information and to give more space to the
"Notes" section.
Task-2677144
closesodoo/odoo#80591
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Co-authored-by: Julien Banken <jbn@odoo.com>
Purpose
=======
As a Lead Manager, I do not really care about what's in the "Lead Pipeline"
since this does not exist. Instead, I want to keep an eye on all the leads that
entered the CRM to see how well they are doing and how they are spread.
Specifications
==============
- Remove the group on the Reporting
> Leads menu item, this menu can be used with Opportunities only
- Move it below the Pipeline report
- By default, this menu shows all crm.lead :
- no matter the type (lead/opp) but with the filters in the search view
if needed
- no matter if won/active/lost (but again, filters allow me to change that
if needed)
- Default grouped by month creation date
- Filtered on records created this year to avoid displaying 10 years of CRM
usage - already done
=> The difference if I activate leads is that then I have the extra filters, ...
but this is already valid if I'm only working with opportunities
Also, on the report list view of the leads, this commit brings some small
modifications in order to have a better view of what kind of lead and 'where'
they are:
- Hide by default the "City" field
- Add "Type" field before "Probability" field (only if Leads are activated)
- Add "Stage_id" after "Type" field
Task-2671372
closesodoo/odoo#78748
Signed-off-by: Warnon Aurélien (awa) <awa@odoo.com>
PURPOSE
After this commit when creating a partner the language will default
to the crm lead value.
LINKS
Task-2580065
Pr: odoo/odoo#76812
Related: odoo/enterprise#20689
Signed-off-by: Warnon Aurélien (awa) <awa@odoo.com>
As this is a many2one, it should end with an ``_id`` suffix. Otherwise we
may think this is a char field, which was probably the case at one point.
Task-2671709
Part-of: odoo/odoo#78648
Purpose
=======
Give the user a more organized view of the digest KPIs in the backend and
improve global wording of digest sections and KPIs.
Specifications
==============
Reorganize order of KPIs in digest view. Fix some typos, move buttons in
list and form views.
Task-2582128
closesodoo/odoo#77507
Related: odoo/enterprise#21340
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
This commit improve the pipeline analysis search for a better
usability. The changes includes:
- Rename 'My Opportunities' filter to 'My Pipeline'
- Move 'Opportunity' filter above 'Lead', rename it to
'Opportunities', and display only if leads are activated
- Rename 'Lead' filter to 'Leads', and display only if leads are
activated
- Remove the string from filter 'Creation Date', and use the
default field name (which is 'Created On').
Also updated some filter names to have a global convention
and avoid name clashing, updated filter names are listed below.
- `opportunity` to `filter_opportunity`
- `lead` to `filter_lead`
As we need to display same filters and groupby in both community and
enterprise pipeline report search view, we have removed the search
view `crm_opportunity_view_search` from enterprise so that we can use
the community view there and both becomes the same view.
So in this commit we have also added some filters and groupby to
community version(`crm.crm_opportunity_report_view_search`) which was
existed in enterprise search view (`crm_enterprise.crm_opportunity_view_search`)
so that we dont miss any filters used in enterprise.
The filter and groupby added are listed below:
Filter:
- inactive
Groupby:
- compaign
- medium
- source
Apart from this, we have added groups `crm.group_use_lead` to the
groupby filter `conversion_date`.
Enterprise: odoo/enterprise/pull/18797
Upgrade: odoo/upgrade/pull/2937
TaskID-2343223
closesodoo/odoo#71796
Related: odoo/enterprise#18797
Related: odoo/upgrade#2937
Signed-off-by: Warnon Aurélien (awa) <awa@odoo.com>
Purpose
=======
This commit remove the "groups" attribute on the recurring revenue
fields. Instead we hide them directly in the views. This group was used
only to turn on / off the feature, not for security reason. So it's
fine to move the group in the views.
It will help for the lead merge so we will not be forced to use SUDO
during the merge.
Task-2447721
PR odoo/odoo#75742
When the crm.lead is of type 'lead', we don't want to display the
"Customer" field on the form view unless it's set (or debug mode).
Indeed, most of the times leads will not have this information set,
since when we assign a Customer we usually convert the lead to
an opportunity as well.
This means that on the lead form, we don't want to display this field
since it may be misleading for the end user.
When it's set however, we want to display it, mainly because there are
a few automatic synchronizations between the lead and its partner
(phone and email for examples), and this needs to be clear that modifying
one of those fields will in turn modify the linked partner.
Task-2596955
closesodoo/odoo#76233
Signed-off-by: awa-odoo <awa-odoo@users.noreply.github.com>
Right now, when we choose to automatically enrich the leads from CRM
settings, it activates a cron to periodically enrich the leads using
IAP service.
This commit improves the behavior by enriching the leads after the
records creation using cron trigger. That way it is done nearly after
creation and user gets enrich information sooner.
To make it clear to users, the description for 'auto' mode is improved to
'Enrich all leads on creation'.
Also, now we select 'auto' mode by default instead of 'manual', and
display 'Enrich' button on form view irrespective of the selected mode
(if lead meets certain conditions) unlike before. Rest of the behavior
is still same as before. For example, we still have server action which
can enrich the selected leads in batch, which is useful if there are
existing leads before we enable 'Lead Enrichment' feature.
Task-2269743
Part-of: odoo/odoo#60605
This commit makes Lead and Opportunity form view cleaner with below
changes :
* in Lead form view, renamed 'Tracking' group to 'Marketing'
* in Opportunity form view, renamed 'Misc' group to 'Tracking'
and moved 'Referred By' field to 'Marketing' group
Purpose is to better highlight important marketing information and better
label sections.
Task-2269743
Part-of: odoo/odoo#60605
Currently, in some of the important business objects' form views,
few header buttons are missing the title, and so the command palette
displays the button string which is not very clear/useful.
This commit improves the behavior by adding titles to the buttons. Below
are the model wise actions/methods linked with updated buttons:
- preview_invoice (account.move)
- action_sale_quotations_new (crm.lead)
- action_set_lost (crm.lead)
- action_set_won_rainbowman (crm.lead)
- crm_lead_lost_action (crm.lead)
- iap_enrich (crm.lead)
Task-2622266
closesodoo/odoo#75935
Related: odoo/enterprise#20680
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
We clean various graph archs taking into consideration that:
- the default type of a graph is "bar".
- a bar chart is by default stacked.
- the field attributes type="row" and type="col" does not make sense for
a graph view (since its implementation was separated from the pivot
implementation a long time ago))
- the boolean attributes should now take 1 or 0 as value (but the other
values are accepted for retrocompatibility).
Part-of: odoo/odoo#76065
Usually, the actions are defined before the menu items. So with this
commit, we load the 'crm_menu_views.xml' file at the last.
TaskID-2582208
Part-of: odoo/odoo#73530
- If we only install sales_team, on the footer of sale team kanban view
there's empty grey border which looks ugly. Also, if the data are
not available, the empty graphs don't look so beautifull.
This commit improves the kanban view to avoid this empty grey border
when there's no content within it, and in case of lack of the data,
we now display sample data in graph with grey color. Note that the
actual data now has colors, green for the future / present data range
and pink for the past ones.
- When opening the configuration menu of team kanban from CRM, we observe
three columns: View, New and Reporting. However, those columns are not
consistent. For example, when leads are activated, we don't see 'Leads'
action under 'New' column. Also the order for the actions are not
consistent for 'View' and 'Reporting' columns.
This commit re-organizes the sequence of the actions for these columns
and thus makes them consistent. Note that we want to always show the
'Activites' at the last, which is being added from crm with 'Leads' and
'Opportunities' actions. So an empty seperator is introduced to keep
them seperate, and push the sales related actions on the top of
'Activities'.
- Right now, the alias on sales team's kanban view is being shown
with `<small>` tag, but it is hard to read. Apart from that, in
the list view, only the alias name is displayed even if the alias
domain is configured.
This commit makes the alias more easy to read by displaying it
with `<span>` tag on the kanban view, and by showing the full
alias along with the domain on list view. Note that on the kanban view,
alias will now be displayed always, which previously was displayed only
when 'leads' were enabled.
- This commit also changes of the action 'crm_activity_report_action' from
'Pipeline Activities' to simply 'Activities' to avoid confusion.
- Apart from that, this commit also adds currency symbol in the form
view and kanban view (while configuring the target), with the suffix
' / month' after the input. Adds the alias name in the
team list view, and it adds 'many2one_avatar_user' widget on user_id
field for both list and form view.
TaskID-2582208
Part-of: odoo/odoo#73530
- if the alias is configured for the team, the action helper
with the link of that email will be displayed. Otherwise, it will
simply indicate user to either create lead manually, or to configure
email alias.
- This commit improves action helper for the tags and adds
sample data for better onboarding.
- This commit adds action helper on action 'sale.action_invoice_salesteams'
for better onboarding.
- This commit updates the action helper for 'CRM > Customers'
and 'Contacts' actions and make the helper message consistent.
TaskID-2582208
Part-of: odoo/odoo#73530
Currently, 'My Activities' menu (under CRM > Sales) is accessible only
by the sales manager. However, this menu should be accessible to the
sales user also. The existing records rules make sure that the menu
will display salespersons' own documents only and so there seems no
data leak in this case.
So with this commit, we make the 'CRM > Sales > My Activities' menu
available for the salesperson as well.
Task-2624721
closesodoo/odoo#75521
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
PURPOSE
Perform a global renaming / cleaning of IAP features often added or merged
with minimal review. Time to cleanup !
SPECIFICATIONS
Rename ``crm_iap_lead_website`` to ``website_crm_iap_reveal``. This module
is an addition to ``website_crm``, notably using visitor based information
to generate leads based on rules.
LINKS
Task-2630969
Prepares Task-2600047 (code improvements and cleaning)
COM PR odoo/odoo#75514
ENT PR odoo/enterprise#20424
UPG PR odoo/upgrade#2770
PURPOSE
Perform a global renaming / cleaning of IAP features often added or merged
with minimal review. Time to cleanup !
SPECIFICATIONS
Rename ``crm_iap_lead`` to ``crm_iap_mine`` . Indeed it adds lead mining
feature on top of crm.
LINKS
Task-2630969
Prepares Task-2600047 (code improvements and cleaning)
COM PR odoo/odoo#75514
ENT PR odoo/enterprise#20424
UPG PR odoo/upgrade#2770
PURPOSE
Perform a global renaming / cleaning of IAP features often added or merged
with minimal review. Time to cleanup !
SPECIFICATIONS
Rename ``crm_iap_lead_enrich`` to ``crm_iap_enrich`` . Lead naming is not
really required as it is a bridge build on ``crm``.
LINKS
Task-2630969
Prepares Task-2600047 (code improvements and cleaning)
COM PR odoo/odoo#75514
ENT PR odoo/enterprise#20424
UPG PR odoo/upgrade#2770
Following the removal of read access on ir.model (odoo/odoo#69120),
the mail.activity.type model was not accessible to non-admin users due
to the res_model_id many2one field.
Before this commit, a project user could not access the Activity Type
menu.
Convert it to a selection field with the selection values being
computed in sudo.
closesodoo/odoo#74981
Related: odoo/enterprise#20214
Related: odoo/upgrade#2734
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
Steps to reproduce the bug:
- Go to CRM and create a team.
- Create 2 Opportunities and assign them to the created team
- Put a date in the past for 'Expected Closing'
- Mark one of the opportunities as won
- Go to CRM > Sales > Teams
- You will see that the number of overdue opportunities is 1 but when clicking on it, it shows 2
Problem:
As an opportunity is in a stage with "is_won= True" so it was won (Probability 100%).
It should not be displayed with the overdue opportunities
Lost opportunities should not be displayed also.
Solution:
Opportunities won or lost have a closing date, so we can use this field to filter them:
https://github.com/odoo/odoo/blob/14.0/addons/crm/models/crm_lead.py#L590-L591
opw-2590471
closesodoo/odoo#75376
X-original-commit: b699c3e28c4cf745a91eb29bf5c85c429d152335
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Define `data-hotkey` on most used action buttons.
For the modals, the following keys are dedicated for "special"
actions:
- Alt+G: add
- Alt+V: save
- Alt+Z: cancel
closesodoo/odoo#73275
Taskid: 2588233
Related: odoo/enterprise#19464
Signed-off-by: Kevin Baptiste <kba@odoo.com>
Use correct label. This link leads to opportunities, not to "Favorites"
whatever that means.
closesodoo/odoo#60036
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Currently, activity view does not support many2one_avatar_user widget due to
which clicking on image do not open chat window, with this commit, we add
support of many2one_avatar_user widget in activity_view so that user can click
on avatar image and open chat window.
task-2554466
closesodoo/odoo#71804
Related: odoo/enterprise#18803
Signed-off-by: Simon Genin (ges@odoo) <ges@odoo.com>
Taking advantage of the new action_opportunity_forecast for crm leads to
create a dedicated ir_actions.xml file to store all server/client actions.
Task-ID: 2243913
PR odoo/odoo#69380
Add a new submenu "Forecast" in "Reporting" for CRM
The Forecast shows 4 views:
1. Kanban
2. Graph
3. Pivot
4. List
Objective
Shows the short term forecast for opportunities (crm_lead) based on their
expected closing (date_deadline) and have an overview of the prorated
revenues for each period (defaults to month).
Implementation
1. Kanban
- the progressbar is using the prorated_revenue
- the forecast_field is date_deadline
- the default groupby is date_deadline
2.3. Graph, Pivot
- the measure defaults to the prorated_revenue
- the row defaults to date_deadline
4. List
- shows the prorated_revenue
The special filter "Forecast" is defined to be used by the
forecastModelExtension (JS). (define the forecast_filter context key)
The forecast_field context key is defined in the action to be used by the
forecastModelExtension and the forecastService (JS).
The demo data for opportunities is updated to spread date_deadline over 4 months
Enable drag&drop and quickCreate features for the kanban view with the use of
the allow_group_range_value <field> xml attribute
Add a "Won" flag for the forecast view to better distinguish opportunities that
need to be worked on
Test tour
Task-ID: 2243913
PR odoo/odoo#69380
ENT PR odoo/enterprise#18547
Next to the addition of a generic field adding a compute to find
my next activity deadline there is no need to keep a custom field
on crm.lead model.
Task ID-2438822
COM PR odoo/odoo#72219
Related: odoo/upgrade#2566
Related: odoo/enterprise#19044
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Before this commit, suppose we have a scenario like below
Task-A:
Activity-1:
name: Email ( Today )
Assigned to: User-1
Task-B:
Activity-1:
name: Email ( Today )
assigned to: User-2
Activity-2:
name: Call ( Due in 3 Days )
assigned to: User-1
When User-1 goes through the systray 'Today' filter shortcut he gets both
Task-A and Task-B in the list instead of only Task-A. Indeed currently
activities are not filtered based on current user with its deadlines.
However purpose of systray is to indicate activities current user has to
perform instead of global activities.
After this commit activities will be filtered based on deadlines as well as the
current user. In order to achieve this behavior we needed to pass a domain like
[
('activity_ids.date_deadline','=', fields.Date.today()),
('activity_ids.user_id','=', 1)
]
And for that purpose we introduced a non-stored compute field with a search
method.
Task ID-2438822
COM PR odoo/odoo#72219
X-original-commit: f4eaf4d8fb2f97240201104dcd4fc7e2674bce02
Bug
===
1. Create a new database from the database selector
2. Do not select a country for your company
3. Install CRM
4. Create a new opportunity and select your company
5. The sync "warning" will be displayed, and it should not
The reason for that is the phone of the company is an empty string and the
phone of the lead is False. So we try to sync them and we show the warning
message even if for the user, nothing will happen.
This commit fixes that behavior by correctly checking that False / empty
strings are considered as equal.
UPDATE
In this commit we also display warnings about update only in edit mode to
avoid displaying irrelevant information to the user. Indeed email and phone
will be propagated at save, aka in edit mode.
TaskID-2499659
closesodoo/odoo#72286
X-original-commit: efea8fce6c7cb6e40b590cd827fe22e134cc3d13
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Move the lead mining section to the top right as we now have a lot more empty
space after the removal of the outlook plugin settings
Task-2531032
closesodoo/odoo#71544
X-original-commit: 1cb0c743c4c15d6817773d66a7ac27321b8bbada
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Description of the issue/feature this PR addresses:
It is currently quite difficult to differentiate users. Most of the time, people
don't take the time to upload an actual avatar so everybody looks the same. This
PR generates a custom avatar with the users initials and random color to
differentiate them. For res.users, res.partner and hr.employee, image fields now
hold the binary image and avatar are used to show the image or svg.
Current behavior before PR:
Avatar had only random colors and was being saved in database, being inefficient
Desired behavior after PR is merged:
A new mixin defines image fields and in case no image is set, it generates an
SVG image with the user's initials and random color.
closesodoo/odoo#69819
Task: 2404630
Related: odoo/enterprise#18199
Signed-off-by: Sébastien Theys (seb) <seb@odoo.com>
Purpose of this commit is to ensure side documents are redirected to the
master opportunity when merging leads. Those side documents include
* communication history (mail.message);
* attachments (ir.attachment);
* visitors (website.visitor);
However some documents are currently not specifically handled :
* meetings (calendar.event);
* activities (mail.activity);
* sale orders (sale.order);
* attendees (event.registration);
In this commit we ensure all are attached to the final master opportunity.
That way we prevent loosing access to those documents and ensure we keep
the complete history of all merged leads.
Also tests are added to ensure the merging of leads and its contents.
A new field is added to have the o2m field between leads and calendar events.
In order to clarify naming, ``meeting_count`` is renamed to
``calendar_event_count`` to match naming.
Task Id-2457941
COM PR odoo/odoo#68884
UPG PR odoo/odoo#2494
Related: odoo/upgrade#2494
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Currently, across Odoo, there are around 40+ many2one fields defined with a
'selection' widget. Since the many2one widget has options to limit record
creation and opening, there is no reason to define a many2one field with a
selection widget. The selection widget does not allow for searching, and is
limited to 100 records.
PURPOSE
to update the definition of any many2one on which we applied a 'selection'
widget, and instead use the standard many2one widget with disabled
opening/creation instead.
after this commit,
for each many2one field defined with widget="selection", widget="selection" is
replaced with options="{'no_open': True, 'no_create': True}"
Task : 2476488
closesodoo/odoo#68387
Related: odoo/enterprise#17316
Signed-off-by: Aaron Bohy (aab) <aab@odoo.com>
Following the recent reorganisation of the documentation in 12.0+,
the majority of the documents have been moved and their old links are no longer valid.
Some redirection rules will soon be deployed, but those rules might be dropped in some years
and we want the links to still work, which is why we still replace the links to the new ones.
FW-Port of odoo/odoo#70675 (13.0)
closesodoo/odoo#70920
X-original-commit: bc9c1eef538ba6095e74c19d5d9ed9e01625ec7c
Related: odoo/enterprise#18361
Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
When clicking on "CRM -> Reporting-> Leads (Leads Analysis)" list and form
views are not correctly set, leading to opportunity views. In this commit we
* have changed the list view from ``crm_case_tree_view_oppor`` to
``crm_case_tree_view_leads`` to ensure we use the right view;
* we are now able to open form view from the list view like all other views;
When clicking on "Teams -> Reporting (on a team vignette) -> Leads" list
view used is the opportunity one. We fix it by correctly setting action
views for ``action_report_crm_lead_salesteam`` reporting action.
Task-id : 2497936
closesodoo/odoo#69575
Related: odoo/enterprise#18338
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Move the meeting stat button and kanban pill from CRM to Calendar, purpose is to
allow its usage even if CRM is not installed as this makes more sense since this
field is usually related to Calendar.
Increase query number limit in company leave test, in order to take into account
the newly introduced query in Calendar.
UPG-PR: https://github.com/odoo/upgrade/pull/2423
Task-2514473
closesodoo/odoo#69846
Related: odoo/upgrade#2423
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
- Currently all menus are out of order in app switcher.
- For example, Sales app is 16 menu away from Accounting,
Social Marketing app is 25 menu away from Email Marketing, etc.
So, all menus should be reordered.
- This commit will reorder the menus of the app switcher in order to reduce
the distance between correlated applications,
and bring the most common apps upward.
- And in this commit we have left gap of 5 subsequent sequence for further new menus.
PR: #69984
TASK ID: 2513082
Related: odoo/enterprise#17989
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Currently, in crm probability field is not displaying
in lead tree view. with the removal of lead scores,
the probability is now the tool we want users to see
as their "quality indicator" for their leads.
With this commit, we now display probability field
(optional="hide") in lead tree view, also probabilty
label changes to "Probability (%)" in Leads and Pipeline
Tree view.
closesodoo/odoo#68680
Taskid: 2496347
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Purpose is to allow members to quickly opt-out / opt-in from assign
process. For example if for some reason (leaves, too much leads, temporarily
working on something else) a salesperson cannot handle more leads he may
opt-out from assign process.
When member is opt-out, hide assign details from both kanban and form
views. It allows notably to see at a glance who is out and who is in.
Task ID-2494749
COM PR odoo/odoo#68476
UPG PR odoo/upgrade#2318
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Conversion of all modules to the new manifest assets declaration.
Part of task: 2352566
Co-authored-by: Julien Mougenot <jum@odoo.com>
Co-authored-by: Simon Genin <ges@odoo.com>
- split the mail_client_extension module onto two modules:
1) module mail_client_extension having mail/contact specific code,
depends on iap and contacts only
2) module crm_mail_client_extension having crm specific code,
depends on CRM and mail_client_extension.
Purpose is to allow the user to use the mail_client_extension
without needing to install CRM, this will also allow
the usage of the mail connector in other modules without
the need for CRM.
- add the module_mail_client_extension field to the
res_config_settings model of the base_setup module
in order to enable the user to install the
mail_client_extension module directly from the settings
- move the crm_lead model from the mail_client_extension_module
to the newly created crm_mail_client_extension_module, as this
model is no longer needed by the mail_client_extension module
because it no longer not implemants CRM functionality
- move the iap_enrich_api model from the crm_iap_lead_enrich
module onto the iap module as it is only related to contacts
and not to CRM, this way it can be used in other modules such
as the mail_client_extension module without the need for CRM
module
Task-2382870
UPG-PR: https://github.com/odoo/upgrade/pull/2156
COM-PR: https://github.com/odoo/odoo/pull/66139
Reduce eye catchiness of warning message when warning the user that
his changes on email and phone will also update customer.
Before, used a ribbon (ribbon_message). It is removed from crm lead model
and also of crm lead form view.
Now, only displays an orange alert sign at the end of the fields when a change
would update the customer profile. Hovering on the alert sign displays
the appropriate message. The warning icon is added on crm lead view for
both lead and opportunity types.
Python compute method of ribbon field is split in two compute methods,
one per boolean field partner_email/phone_update.
Also updates ribbon_message tests accordingly.
TaskId 2456105
COM PR odoo/odoo#66909
UPG PR odoo/upgrade#2258
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Since e86f892a7b
We have the possibility to display a "lost" and a "won" ribbon on the crm.lead
kanban view.
In this commit, we change things around a bit:
- The "WON" ribbon was removed.
Since it was redundant with the stage anyway and not very useful.
- The "LOST" ribbon is now always displayed in the kanban view.
And not only when coming from "duplicate leads".
In addition, leads displayed when coming from the stat button on the
res.partner form view now also shows lost leads (active_test=False).
This can be helpful for the end user because he wants to know "all the deals
that are in progress/lost/won with this specific contact".
Task-2349526
closesodoo/odoo#67693
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
PURPOSE
Duplicate lead records are an issue for CRM users
To prevent sales representatives from contacting a prospect that:
- Already refused an offer from another sales
- Already accepted an offer from another sales
- Is already discussing with another sales
The purpose of this task is to inform the CRM user that there are
some possible duplicates for one lead and let the user decide how
to handle the case.
SPECIFICATION
- Add a computed field to count the number of potential duplicates.
- Add a stat button on the form view of a lead to display the number
of potential duplicates. When the user clicks on it, the leads
considered as duplicate will be displayed in a kanban view.
- Add a lost ribbon on the kanban view to quickly visualize the lead
state since the duplicates can be lost leads.
LINKS
Task ID : 2151017
closesodoo/odoo#61834
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Florian Charlier