Thibault Delavallée
1ee68e6119
PURPOSE
Remove the alias setting option because it is a weird and hackish way to
proceed. We would prefer users to configure their alias through sales teams.
Improve alias configuration on teams.
RATIONALE
"Incoming Emails" option has many flaws
* it creates collision when you try to set an alias that is already used
and it is not easy to find them back;
* it has no default value (no sales team, no type, ...) and works through the
'owner' field. This is set with the admin on activation of the feature
which is not correct. The admin is potentially not a salesperson. If you
set the field to blank, you get leads without team and without assigned
responsible.
* this alias is not team-bound which thus asks the question: in which team
should the lead ever go? To the first team? Why?
All this make it seem way healthier to handle this through the Sales Team.
=> By default, we'll already have one working with an alias.
If users really want a global lead alias it can be setup manually through
alias menu in configuration. Shortcut and default alias in crm are removed
but feature is still doable if requested.
SPECIFICATIONS
Remove the s "Incoming emails" setting that allows to setup a global alias for
leads / opportunities with a default value being 'contact'. Also remove related
alias data as it has no use anymore.
LINKS
Task ID-2414079
Sort of follow-up of Task ID-2373095.
COM PR odoo/odoo#63160
UPG PR odoo/upgrade#2017
77 lines
3.7 KiB
XML
77 lines
3.7 KiB
XML
<?xml version="1.0"?>
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<odoo>
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<data noupdate="1">
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<!-- CRM-related subtypes for messaging / Chatter -->
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<record id="mt_lead_create" model="mail.message.subtype">
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<field name="name">Opportunity Created</field>
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<field name="hidden" eval="True"/>
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<field name="res_model">crm.lead</field>
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<field name="default" eval="False"/>
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<field name="description">Lead/Opportunity created</field>
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</record>
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<record id="mt_lead_stage" model="mail.message.subtype">
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<field name="name">Stage Changed</field>
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<field name="res_model">crm.lead</field>
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<field name="default" eval="False"/>
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<field name="description">Stage changed</field>
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</record>
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<record id="mt_lead_won" model="mail.message.subtype">
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<field name="name">Opportunity Won</field>
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<field name="res_model">crm.lead</field>
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<field name="default" eval="False"/>
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<field name="description">Opportunity won</field>
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</record>
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<record id="mt_lead_lost" model="mail.message.subtype">
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<field name="name">Opportunity Lost</field>
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<field name="res_model">crm.lead</field>
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<field name="default" eval="False"/>
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<field name="description">Opportunity lost</field>
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</record>
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<record id="mt_lead_restored" model="mail.message.subtype">
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<field name="name">Opportunity Restored</field>
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<field name="res_model">crm.lead</field>
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<field name="default" eval="False"/>
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<field name="description">Opportunity restored</field>
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</record>
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<!-- Salesteam-related subtypes for messaging / Chatter -->
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<record id="mt_salesteam_lead" model="mail.message.subtype">
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<field name="name">Opportunity Created</field>
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<field name="sequence">10</field>
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<field name="res_model">crm.team</field>
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<field name="default" eval="True"/>
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<field name="parent_id" ref="mt_lead_create"/>
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<field name="relation_field">team_id</field>
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</record>
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<record id="mt_salesteam_lead_stage" model="mail.message.subtype">
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<field name="name">Opportunity Stage Changed</field>
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<field name="sequence">11</field>
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<field name="res_model">crm.team</field>
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<field name="parent_id" ref="mt_lead_stage"/>
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<field name="relation_field">team_id</field>
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</record>
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<record id="mt_salesteam_lead_won" model="mail.message.subtype">
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<field name="name">Opportunity Won</field>
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<field name="sequence">12</field>
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<field name="res_model">crm.team</field>
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<field name="parent_id" ref="mt_lead_won"/>
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<field name="relation_field">team_id</field>
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</record>
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<record id="mt_salesteam_lead_lost" model="mail.message.subtype">
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<field name="name">Opportunity Lost</field>
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<field name="sequence">13</field>
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<field name="res_model">crm.team</field>
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<field name="default" eval="False"/>
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<field name="parent_id" ref="mt_lead_lost"/>
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<field name="relation_field">team_id</field>
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</record>
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<record id="mt_salesteam_lead_restored" model="mail.message.subtype">
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<field name="name">Opportunity Restored</field>
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<field name="sequence">14</field>
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<field name="res_model">crm.team</field>
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<field name="default" eval="False"/>
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<field name="parent_id" ref="mt_lead_restored"/>
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<field name="relation_field">team_id</field>
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</record>
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</data>
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</odoo>
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