PURPOSE This commit consolidates UTM usage across all applications. Global purpose is to avoid having undesired side-effects, such as unlinking an utm.source/utm.medium/utm.campaign and at the same time cascading the deletion to various records without noticing. SPECS ALLOW MORE PEOPLE TO CLEAN UTM RECORDS Currently, not even the system administrator can delete utm.mediums and utm.sources (he can only delete campaigns). These were considered as "technical records", but allowing some cleanup is a good idea since these records are often automatically generated and can create a lot of unnecessary noise in the database. That's why we now allow the following groups to delete all UTM records (sources, mediums and campaigns): - group_system - group_mass_mailing_user - group_social_manager (enterprise) PREVENT DELETION For some use cases, removing an utm.source/utm.medium/utm.campaign would cascade delete the related record, which was unintended / hidden side effect. These combinations were secured by preventing to unlink: - mailing.mailing source_id field Trying to delete the utm.source will throw an error message - mailing.mailing medium_id field Trying to delete the utm.medium will throw an error message - hr.recruitment.source source_id field Trying to delete the utm.source will throw an error message ADDING CLEAN ERROR MESSAGES When trying to delete an UTM record that is linked with ondelete="restrict", we improved the error message to give a clear explication to the user, e.g: "You can't delete these UTM sources as they are linked to the following mailings in the Mass Mailing APP, and deleting the source would break the statistics: Newsletter" SPECIFY 'ondelete' strategy For a lot of uses of sources/mediums/campaigns, the 'ondelete' strategy was not specified, leading to the confusion of "is this really how we want to handle this?". A lot of ondelete="set null" have been added in various field definitions to ensure that this is the desired and logical strategy we want for that specific model. PREVENT REMOVING HARDCODED UTM RECORDS In some functional flows, UTM records are hardcoded using their direct record reference. This is notably the case for the recruitment process and its creation of aliases, and for the Email / SMS Marketing flows. As deleting them would break these flows, we prevent their deletion in a "api.ondelete" method. ENFORCE NEW RULES WITH TESTS A lot of python tests have been added to make sure we enforce the decisions taken here above. LINKS ENT PR odoo/enterprise#19048 Task-2459480 closes odoo/odoo#72239 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Odoo CRM
Boost sales productivity, improve win rates, grow revenue with the Odoo Open Source CRM.
Manage your sales funnel with no effort. Attract leads, follow-up on phone calls and meetings. Analyse the quality of your leads to make informed decisions and save time by integrating emails directly into the application.
Your Sales Funnel, The Way You Like It
Track your opportunities pipeline with the revolutionary kanban view. Work inside your sales funnel and get instant visual information about next actions, new messages, top opportunities and expected revenues.
Lead Management Made Easy
Create leads automatically from incoming emails. Analyse leads efficiency and compare performance by campaigns, channels or Sales Team.
Find duplicates, merge leads and assign them to the right salesperson in one operation. Spend less time on administration and more time on qualifying leads.
Organize Your Opportunities
Get your opportunities organized to stay focused on the best deals. Manage all your customer interactions from the opportunity like emails, phone calls, internal notes, meetings and quotations.
Follow opportunities that interest you to get notified upon specific events: deal won or lost, stage changed, new customer demand, etc.
Email Integration and Automation
Work with the email applications you already use every day. Whether your company uses Microsoft Outlook or Gmail, no one needs to change the way they work, so everyone stays productive.
Route, sort and filter incoming emails automatically. Odoo CRM handles incoming emails and route them to the right opportunities or Sales Team. New leads are created on the fly and interested salespersons are notified automatically.
Collaborative Agenda
Schedule your meetings and phone calls using the integrated calendar. You can see your agenda and your colleagues' in one view. As a manager, it's easy to see what your team is busy with.
Lead Automation and Marketing Campaigns
Drive performance by automating tasks with Odoo CRM.
Use our marketing campaigns to automate lead acquisition, follow ups and promotions. Define automated actions (e.g. ask a salesperson to call, send an email, ...) based on triggers (no activity since 20 days, answered a promotional email, etc.)
Optimize campaigns from lead to close, on every channel. Make smarter decisions about where to invest and show the impact of your marketing activities on your company's bottom line.
Customize Your Sales Cycle
Customize your sales cycle by configuring sales stages that perfectly fit your sales approach. Control statistics to get accurate forecasts to improve your sales performance at every stage of your customer relationship.
Drive Engagement with Gamification
Leverage your team's natural desire for competition
Reinforce good habits and improve win rates with real-time recognition and rewards inspired by game mechanics. Align Sales Teams around clear business objectives with challenges, personal objectives and team leader boards.
Leaderboards
Promote leaders and competition amongst Sales Team with performance ratios.
Personal Objectives
Assign clear goals to users to align them with the company objectives.
Team Targets
Compare revenues with forecasts and budgets in real time.