d3fef88a10c1b63d17656f587fea55ff37cbc7f7
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>
…
…
…
Odoo
Odoo is a suite of web based open source business apps.
The main Odoo Apps include an Open Source CRM, Website Builder, eCommerce, Warehouse Management, Project Management, Billing & Accounting, Point of Sale, Human Resources, Marketing, Manufacturing, ...
Odoo Apps can be used as stand-alone applications, but they also integrate seamlessly so you get a full-featured Open Source ERP when you install several Apps.
Getting started with Odoo
For a standard installation please follow the Setup instructions from the documentation.
To learn the software, we recommend the Odoo eLearning, or Scale-up, the business game. Developers can start with the developer tutorials
Languages
Python
49.6%
JavaScript
47.8%
SCSS
2%
CSS
0.3%
HTML
0.2%