Thibault Delavallée
fdc02d7dcb
GLOBAl PURPOSE Ability to have salesmen belonging to several sales team is a core requirement of CRM. It is therefore moved from website_crm_score to crm along with cleaning and behavior improvement. Automatic lead assignment is also moved and cleaned. SPECIFICATIONS Compute default team id for sales related documents. Note that this method is not called by default_get as it takes some additional parameters and is meant to be called by other default methods. Heuristic (when multiple match: take first sequence ordered) 1- any of my teams (member OR responsible) matching domain 2- any of my teams (member OR responsible) 3- default from context 4- any team matching my company and domain 5- any team matching my company Note: ResPartner.team_id field is explicitly not taken into account. We think this field causes a lot of noises compared to its added value. Think notably: team not in responsible teams, team company not matching responsible or lead company, asked domain not matching, ... We also improve various places where sale team is computed on sales documents. Purpose is to try to use same heuristic as much as possible in various team_id fields. LINKS Task ID-2086889 (main task) Task ID-2357969 (scoring migration task) Community PR odoo/odoo#48422 Enterprise PR odoo/enterprise#499 Upgrade PR odoo/upgrade#996
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