This commit improves crm.team compute methods and adds auto_join on:
payment.transaction: field sale_order_id
sale.order: field order_line
Also move the dashboard_graph_type field in invisible in the kanban view to
avoid triggering the computation of the graph when it's not needed.
DO NOT FORWARD-PORT: a different patch will be made for the master branch
Functional
==========
Sales teams become sales channels. Their dashboard cards now include a graph
displaying customizable data for managers (comparable to those in accounting).
By default, you now have the following sales channels (non-demo):
Direct Sales (with installation of crm or sale)
Sales Channel type: Sales
Works same as before, what's changed is:
- their cards display one big button directing to the start of their
workflow
- the links on the right-hand side have been reworked, and are only
displayed when there is at least one item requiring attention.
- 'More' tab remains unchanged.
Website (with installation of website_sale)
Sales Channel type: Website
Differences lies in the links displayed in the dashboard card:
- it displays abandoned carts, awaiting payments and payments to capture
Default Channel linked to all sales made from the eCommerce.
Point of Sale (with installation of sale and point_of_sale
-> auto-installs pos_sale)
Sales Channel type: Point of Sale
Linked to pos.configs and their pos.sessions and pos.orders.
- only links to their linked pos.config dashboard and open sessions
- can't use opportunities, lead or invoicing and can only display
pos.order data in the graph.
Default Channel linked to the default pos.config.
Technical
=========
- Add a channel type: sales, pos, website that have different actions/settings
- Add a graphs to the kanban cards in the sales/crm dashboard, configurable in
the form view in the new dashboard page.
- Rename sales teams to sales channels, rename and add default and demo sales
channels
- Change dashboard links depending on the channel type and add a related
computed fields on crm.team
- Rename strings and improve channel form view.
- Leads are now checked by default once activated for 'sales' type channels
- Disable checking "leads" without using "opportunities".
- Hide invoicing and invoicing target depending on channel type.
- Move currency_id to sales_team
split fields_view_get() and used an abstact mixin class in place of of FormatAddress
[IMP] base: added a m2o field (ir.ui.view) on res.country to decide the layout of the form view to input addresses.
crm.lead model now supports activities. Filters have been added to ease
their management. Mail activities replace the old crm.activity model. All code
related to crm.activity is then removed, including views and custom widget.
Standard activities feature is now used widely in Odoo addons and replace
those custom activities.
A small update is required in website_crm_partner_assign. Now the portal user
can only update or create its own activities aka assigned to him. If he has
an activity assigned to him it is displayed in the opportunity website view.
If not editing the opportunity will create a new activity assigned to him.
ir.needaction_mixin is not used anymore by the webclient.
From 9.0, the concept has changed: this feature is now
available in mail module, with the mail.thread mixin,
and message_neeadction field.
Remove all code handeling needaction bullet and
counter on ir.ui.menu, knowing that since 9.0
webclient does not display the counter anymore.
This code was, thus, useless and some RPC calls
were done for nothing, and adapt accounting
reconcialiation widget.
Based on odoo/odoo@ec6a6782
This commit fix opw-692280
Override from _merge_data in website_crm_partner_assign add 3 fields to
the list of fields to merge.
Before this commit, 3 fields was added at each merge and so the chatter
become very long with many duplicated field.
Bug introducted by migration new api.
Now, calendar event relative to a document (ex:
crm.lead, hr.applicant) are highlighted when
comming from there form view. The mecanism consist
in override the method of the computed field
'is_highlighted'.
There is now a single method easier to inherit to add specific behavior
for the display of access button as well as actions buttons. All addons
using this mechanism are updated accordingly.
Before migration:
'phone': customer and customer.phone or lead.phone,
After migration:
'phone': customer.phone if customer else self.phone,
So if a customer exists and that it has no phone, the phone
on the lead need to be preserved during convertion in opp.
The dictionary `_group_by_full` is replaced by a field parameter `group_expand`
that is assigned to the method name. The API of the method has been simplified
as well:
@api.multi
def _read_group_stage_ids(self, domain, read_group_order=None, access_rights_uid=None):
# the stages are given by self.ids (wrong model);
# read_group_order is the order given to read_group() on self;
# return stages.name_get(), {stage.id: stage.fold)
_group_by_full = {'stage_id': _read_group_stage_ids}
is now written:
stage_id = fields.Many2one(..., group_expand='_read_group_stage_ids')
@api.model
def _read_group_stage_ids(self, stages, domain, order):
# stages is a recordset;
# order is the order to use on stages' model;
# return a recordset which is a superset of stages
Starting from 32fb2f0940 if a lead is
already assigned to a partner instead of returning the already assigned
partner we ignore that, possibly reassign the lead and return either the
new assignment or ``False`` (if not in action=create and no partner_id
was provided).
This seems like an error which passed through and was never noticed as
the method isn't called much and only from wizards.
Either way, revert that. And remove the comment which apparently was
never updated.
In the new API, ``name_get`` doesn't normally lose sort information
anymore: the result of ``search`` (or ``browse(_search)``) is correctly
ordered and ``name_get`` sequentially resolves record names.
Thus the post-facto re-ordering mess should be unnecessary,
``records.name_get()`` will be ordered as ``records`` is.
- try to make better use of recordsets (and recordset APIs)
- remove pointless decorators
- remove redundant ensure_one
- make 'stage_find' a private method returning a recordset
- etc ...
Rather adding a group on the view to avoid Access
Error, than adding a try/except catching the
exception for opportunities and mettings count on
partner form view
- remove backward compatibility method `case_mark_won` and `case_mark_lost`
- change signature of `find_stage` method, by setting team_id optional, since
we can get if from `self.team_id`
- remove unused methods in crm_lead.py
- remove unsed code in base_merge_partner.py
- remove unused method in res_partner.py
crm.activity inherits mail.message.subtype with the field subtype_id
Before rendering "chatter.ChatComposer", the internal subtypes are fetched
on model mail.message.subtype(in function "fields_view_get").
But when deleting a crm.activity, the linked mail.message.subtype was not
deleted.
Used case:
When deleting a crm.activity, the activity still appeared in the chatter
if you log an internal note for an opportunity as an employee.
opw:670654
Christophe Simonis