Odoo's Mergebot d3fef88a10 [MERGE] mail, crm: allow to log a feedback when marking as lost
PURPOSE

Allow sales reps to add a closing note to their lead while it is being marked
as lost. This is currently already done by a lot of sales reps but manually
with the "Log a Note" button.

SPECIFICATIONS

In ``Lost Reason`` model: add a new html field allowing to log a note on the
lost leads. Below the m2o, add an Extra Comment field where users can add a
"closing note". When the wizard is submitted, log this message as a note on
selected records.

Allow to link this feedback to the tracking done when marking as lost to have a
single message. Tracking is currently done by accumulating changes in a
structure (see ``env.cr.precommit.data`` usage with ``mail.tracking.<name>``
key). In the end those values are used to generate a message with tracking
value and a subtype. In this merge we allow to manually set a body used as a
message for the tracking message. This is used in the lost wizard to merge the
tracking and the feedback message.

Correctly name lost_reason field on lead. 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.

While working on tracking, rename tracking methods and clean dead code.
This should not change anything, just renaming some old code.

Task-2671709

closes odoo/odoo#78648

Related: odoo/upgrade#2944
Related: odoo/enterprise#21795
Signed-off-by: Warnon Aurélien (awa) <awa@odoo.com>
2021-11-23 10:39:53 +01:00
2021-10-21 19:09:48 +00:00
2021-11-19 11:22:53 +00:00
2021-10-21 19:09:48 +00:00
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2021-10-21 19:09:48 +00:00

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Odoo

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