Commit Graph
6661 Commits
Author SHA1 Message Date
Jeremy Kersten d8e33e2ced [FIX] crm: remove team_id field from crm_lead_tag model
Now tag are always shared between all saleteams

Courtesy of @antonylesuisse
2016-07-07 17:52:02 +02:00
Christophe Simonis 05e0bf3f1b [MERGE] forward port of branch saas-11 up to e7190cb 2016-07-06 00:03:49 +02:00
Christophe Simonis e7190cbbbf [MERGE] forward port of branch saas-10 up to 74b51d3 2016-07-05 23:42:12 +02:00
Christophe Simonis 74b51d3d97 [MERGE] forward port of branch 9.0 up to 489ea42 2016-07-05 23:19:50 +02:00
Aaron Bohy fd9d9ce171 [FIX] crm, project, sale: make tours work in community
The step consisting to go back to the app switcher doesn't work in community,
obviously, so this commit make it active in enterprise only.

Also make the Settings app selector more robust by accessing it through its
xmlid, as we do for other apps and menus.
2016-07-05 12:42:49 +02:00
Aaron Bohy 5a619d25ef [IMP] *: web_tour: remove 'Skip tour' link in tips 2016-07-05 12:42:49 +02:00
Jérome Maes bcff661bc6 [FIX] crm : avoid UnboundLocalError in crm log activity wizard 2016-07-04 17:28:07 +02:00
Jérome Maes fd10e60619 [IMP] crm : add test cases for crm activity 2016-07-04 17:28:06 +02:00
Jérome Maes 4f48319207 [FIX] crm : activity should not be a default subtype by default
This aims to prevent everybody to follow the activity
subtype. It prevents the default behavior of
mail.message.subtype.
2016-07-04 17:28:06 +02:00
Xavier Morel d9b2f47fb1 [FIX] crm : apparent bug in handle_partner_assignation
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.
2016-07-04 17:28:06 +02:00
Xavier Morel 5b02825194 [FIX] crm : name_get use
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.
2016-07-04 17:28:06 +02:00
Xavier Morel 3e2e1d6b90 [IMP] crm : various code cleaning
- 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 ...
2016-07-04 17:28:06 +02:00
Jérome Maes 4f899f17d4 [IMP] crm : add related fields from subtype to avoid override create method
Using the field inheritance to avoid patching create method. So the
res_model and iternal field are directly related to subtype.
2016-07-04 17:28:05 +02:00
Jérome Maes f5afa1e2f7 [REF] crm : rename method in base_merge_partner wizard for better understanding 2016-07-04 17:28:05 +02:00
Jérome Maes 1b2ba5707d [IMP] crm : remove try/except from computed fields
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
2016-07-04 17:28:05 +02:00
Jérome Maes 58bd6a848f [IMP] crm : change return values of merge_opportunity method
Since new API works with record, convert the return values from ids
into recordset.
2016-07-04 17:28:05 +02:00
Jérome Maes 1414b3e56e [REF] crm : some code improvements
- 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
2016-07-04 17:28:05 +02:00
Jérome Maes f3c1eceae7 [MIG] crm : convert yml tests into testcase python
Convert from yml file into python test cases. Tests are group
according to the scope (crm.lead operation, messaging, business,  ...)
2016-07-04 17:28:04 +02:00
Ravi Gohil aa44700dcc [MIG] crm : migration to new API
Also adapt code in crm_partner_assign according to migration of crm.lead
2016-07-04 17:28:04 +02:00
Jérome Maes 768486634a [MOV] crm : regroup views/action/menus definition
- regroup view definitions per models (almost 1 file per big model)
- remove isolated crm_report.xml
- moved content of crm/crm_lead_menu.xml to crm/views/crm_lead_views.xml
- moved content of crm/sales_team_dashboard.xml to crm/views/crm_team_views.xml
2016-07-04 17:28:04 +02:00
Jérome Maes 01886c9990 [FIX] crm, website_crm_partner_assign : fix dependencies due to moved files 2016-07-04 17:28:04 +02:00
Jérome Maes 5dae5e602e [FIX] crm : base_merge_partner undeclared variable 2016-07-04 17:28:04 +02:00
Jérome Maes fa7fdc525a [MOV] crm : reoganize module directory and files 2016-07-04 17:28:03 +02:00
Christophe Simonis 5a3a06f26f [MERGE] forward port of branch saas-11 up to d4d09df 2016-07-04 13:16:34 +02:00
Odoo Translation Bot e349692ede [I18N] Update translation terms from Transifex 2016-07-03 00:32:09 +02:00
Olivier Dony d4d09df143 [MERGE] Forward-port saas-10 up to f76f4cd0b6 2016-07-01 20:14:28 +02:00
Olivier Dony f76f4cd0b6 [MERGE] Forward-port 9.0 up to 7f2e748a22 2016-07-01 18:36:24 +02:00
Yannick Tivisse 70c1de4244 [CRM] crm: activities improvements
When you change the activity on the Schedule activity wizard, keep the scheduled date

Rename a string on dashboard
2016-06-30 14:36:07 +02:00
Yannick Tivisse 692d41c686 [IMP] Classified each module in its category to display them correctly on odoo/apps
To be displayed correctly on odoo app (In a given category and not only in all or hidden)
the module category in the __openerp__.py file should be one of these:

    "Accounting",
    "Discuss",
    "Document Management",
    "eCommerce",
    "Human Resources",
    "Industries",
    "Localization",
    "Manufacturing",
    "Marketing",
    "Point of Sale",
    "Productivity",
    "Project",
    "Purchases",
    "Sales",
    "Warehouse",
    "Website",
    "Extra Tools",

'Accounting & Finance' will not work, as 'Project Management', ...
2016-06-30 13:27:46 +02:00
Fabien Pinckaers 33ce526aa2 [IMP] tours 2016-06-29 21:14:00 -07:00
Fabien Pinckaers 4882a521f1 [IMP] Expense: tour + employee created by default 2016-06-28 19:35:25 -07:00
Christophe Simonis 93e6316029 [MERGE] forward port of branch saas-11 up to 7153077 2016-06-28 18:05:25 +02:00
Christophe Simonis 5166fbd21b [MERGE] forward port of branch saas-10 up to 6d51bce 2016-06-28 15:12:06 +02:00
Christophe Simonis 841aa4e208 [MERGE] forward port of branch 9.0 up to 3e15b86 2016-06-28 14:10:35 +02:00
Yannick Tivisse 675f6a0f3f [IMP] crm: Activity Analysis: Confusing labels
Author: User who logged the activity in the chatter ----> Created By
Responsible: User assigned on the lead ----> Salesperson
Salesperson filer = Author. --> Same label : Created By
2016-06-28 13:26:40 +02:00
Odoo Translation Bot 765b3fc6ac [I18N] Update translation terms from Transifex 2016-06-26 00:29:54 +02:00
Odoo Translation Bot d14efd562b [I18N] Update translation terms from Transifex 2016-06-22 21:14:56 +02:00
Odoo Translation Bot 108eee76c5 [I18N] Update translation terms from Transifex 2016-06-22 07:45:52 +02:00
Christophe Simonis da53a27a5d [MERGE] forward port of branch saas-11 up to c88c70e 2016-06-21 16:24:38 +02:00
Christophe Simonis c88c70e900 [MERGE] forward port of branch saas-10 up to d73f0d8 2016-06-21 13:58:24 +02:00
Christophe Simonis 10148c3c3a [MERGE] forward port of branch saas-9 up to 8ddf1b9 2016-06-17 12:24:47 +02:00
Christophe Simonis 8ddf1b909a [MERGE] forward port of branch 9.0 up to 8284c73 2016-06-17 11:32:09 +02:00
Nicolas Lempereur f7ec48b6df [FIX] crm: needed _order for group by crm.stage
When grouping result the BaseModel method _read_group_fill_results add
the possible groups which had no result.

But, if the order of the group is not consistent, we can get really
wrong results. The code logic is expecting that the grouped result
gotten and the list of groups (returned by _read_group_stage_ids of
crm.lead) is in the same order.

If the _order attribute of the model is not enough specific (as was the
case in crm.stage) the inconsistent order would kill aggregation values
(displaying 0 instead of what should have been present).

opw-680952
2016-06-16 15:38:27 +02:00
Fabien Pinckaers 025dcfcd68 [ADD] crm: onboarding tour
Also add a simplified form view to create opportunities
2016-06-16 14:59:41 +02:00
Aaron Bohy 6416c46d85 [REM] *: remove web_tip addon and its data in other addons 2016-06-16 14:59:40 +02:00
Jainik Patel f7df2f500f [IMP] crm: No create on crm.activity.report
Purpose:
Goto 'Contacts' menu, select any Partner and click on 'Activities' state
button. The activities are read-only.

'Activities' is not created manually, so why 'Create' and 'Import' button
in Activities tree view?

'Create' and 'Import' buttons are not useful in 'Activities' view.
2016-06-16 13:14:56 +02:00
Christophe Simonis 9fe4cf5f72 [MERGE] forward port of branch saas-11 up to dda0d3d
# Conflicts:
#	addons/product_uos/i18n/lo.po
#	addons/sales_team/models/__init__.py
#	addons/website_payment/views/website_payment_templates.xml
#	addons/website_portal_sale/views/templates.xml
#	openerp/addons/base/ir/ir_qweb.py
2016-06-15 13:10:45 +02:00
Christophe Simonis dda0d3d62d [MERGE] forward port of branch saas-10 up to baf494c
# Conflicts:
#	addons/hr_timesheet/project_timesheet.py
#	addons/sale_layout/i18n/es_PE.po
#	addons/sale_layout/i18n/hu.po
#	addons/sale_layout/i18n/lo.po
#	addons/sale_layout/i18n/pl.po
#	addons/sale_service/i18n/es_MX.po
#	addons/sale_service/i18n/es_PE.po
#	addons/sale_service/i18n/lo.po
#	addons/stock/stock.py
#	addons/stock/stock_view.xml
#	addons/warning/i18n/es_PE.po
#	addons/warning/i18n/lo.po
#	addons/warning/i18n/ru.po
#	addons/web/i18n/cs.po
#	addons/web/i18n/ja.po
#	addons/web/i18n/lo.po
#	addons/web/i18n/th.po
2016-06-15 12:59:39 +02:00
Christophe Simonis baf494c67b [MERGE] forward port of branch saas-9 up to 1d81bb0
# Conflicts:
#	addons/account_extra_reports/i18n/ca.po
#	addons/account_extra_reports/i18n/fi.po
#	addons/account_extra_reports/i18n/pl.po
#	addons/account_extra_reports/i18n/te.po
#	addons/account_extra_reports/i18n/zh_CN.po
#	addons/account_full_reconcile/i18n/hu.po
#	addons/account_full_reconcile/i18n/pl.po
#	addons/crm/crm_lead_menu.xml
#	addons/crm_claim/i18n/es_PE.po
#	addons/crm_claim/i18n/hu.po
#	addons/crm_claim/i18n/ja.po
#	addons/crm_claim/i18n/pl.po
#	addons/delivery/views/delivery_view.xml
#	addons/product/product_view.xml
#	addons/project_timesheet/i18n/es_PE.po
#	addons/stock/stock_view.xml
2016-06-15 12:40:59 +02:00
Christophe Simonis f9072c789d [MERGE] forward port of branch 9.0 up to bfbe2d6
# Conflicts:
#	addons/marketing/i18n/es_PE.po
#	addons/marketing/i18n/hu.po
2016-06-14 19:27:16 +02:00