PURPOSE Prepare enhancements of sales team membership. SPECIFICATIONS Lint crm data and demo, notably about sales team and file organization. Also move crm menu entries declaration in a single file and remove some menu entries not imported anymore. LINKS Task ID 2086889 (sales team enhancements) Task ID 2234698 (preparation lint) Community PR odoo/odoo#49520
The user can delete teams created during the installation of the Sale Team module, both CRM and Sale modify those teams but the way they modify the teams doesn't take their deletion into account. This reverts commit 30a848bffbdd7a0f6bd3c3817d2de154e0bf82da to replace post_init_hooks by `forcecreate=False` in the datas. closes odoo/odoo#32742 Signed-off-by: Christophe Simonis <chs@odoo.com>
The user can delete teams created during the installation of the Sale Team module, both CRM and Sale modify those teams but the way they modify the teams doesn't take their deletion into account. opw-1962297 closes odoo/odoo#32412 Signed-off-by: Nicolas Martinelli (nim) <nim@odoo.com>
Reason: *Sales team configuration is too complex with fields you don't understand and that bring no added value *Remove the team type, every team should be able to handle a POS or a website for example Contains: *Removal of the team_type, use_quotations, use_leads fields *Removal of the graph configuration fields *Adapting the filters that were based on the team_type *Clear distinction between the team dashboard behavior in crm from the one in sales *Cleansing of now dead code due to the removal of the previously mentionned fields Task: #1830105 Enterprise PR: #3006 Closes: #28063
Purpose : Various relabelling and design improvements in crm: - opportunity, lost reason, lead, team, tag forms - hide "convert to opportunity" button for inactive/lost leads (actually nothing happened when clicked anyway) - Checkbox in crm.team to hide all alias related fields - New many2one field appearing in crm.team form to select the user to whom lead created by alias will be assigned. - Set the admin as leader of the initial crm.team closes odoo/odoo#28851
Keep the default value for the default CRM team (False) since leads are not activated by default. opw-1929489 closes odoo/odoo#30360
Use crm.lead instead of a the crm.opportunity.report object for reporting. This allows to show more fields (e.g. tags_ids). The only field not accessible in the report is #activities, but there is a deicated report dedicated to activities. Improved the default search. Example: when reporting on leads, you want leads+opps by creation date (and not only leads) as an opportunity has been a lead created too.
The new settings model loads by default all settings. In the case of non-admin user having the 'Settings' access rights this can lead to access errors. This commit deals with the multi-company issues on a standard installation. If the admin is in Company A and the other user in Company B, accessing the settings is pretty much impossible because of records rules. This fixes the master or demo data to avoid setting a company by default. Note that it only fixes a standard installation: if the settings are later customized, there is no guarantee that it will still work. Problematic fields: `auth_signup_template_user_id` `crm_default_team_id` `leave_timesheet_task_id` opw-801210