Odoo/addons/crm/data/crm_lead_data.xml, branch 14.0

[IMP] crm: lint data and menu entries

2020-04-14T11:52:46+00:00

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

[IMP] *: use `ref=` instead of `eval="ref('` in xml field tags.

2020-02-11T13:07:06+00:00

* Code cleanup
* Avoid a safe evaluation of the field value when loading those records.

closes odoo/odoo#44883

Related: odoo/enterprise#8283
Signed-off-by: Victor Feyens (vfe)

[IMP] crm: improve stage messages, some strings and fix some typos

2019-08-22T09:17:42+00:00

As part of the back2basics, the stage messages were modified to be clearer

* when an opportunity is lost previously 2 separated messages where
created in the chatter (one for the reason, one for the active state)
now, one message is created with both infos;
* new message when an opportunity is restored;

There where also some fixes to typos, and an the probability of a lead
to be successful received a new title "estimated by Odoo".

Task 2026297

closes odoo/odoo#35308

Signed-off-by: Thibault Delavallee (tde)

[FIX][IMP] various: improve lang computation in mail templates

2019-04-23T14:26:50+00:00

Purpose: add lang definition on templates where it is missing

Related to task 1972615
Linked to PR #32872

[IMP] crm: revert renaming of subtype

2019-01-23T13:59:00+00:00

Seems better to have wrong term for lead an correct for opportunity
that have not wrong for Lead an not wrong for Opportunity.

task-1932070 related to b6f4d97

closes odoo/odoo#30482

[FIX] crm: track type on crm.lead

2019-01-23T12:01:58+00:00

Until now, you cannot find easily if it is a lead or an opportunity that
 has been created.

"Opportunity created" is written in the log but it is in reality a Lead.

Now we track the change on the field type to know what was the type at the
creation AND when it has been converted to opportunity.

task:common-sense-in-real-life

[IMP] salesteam: Simplify sales team config and improved team dashboard

2018-12-05T15:32:53+00:00

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

[IMP] crm : Modify followers subtype "lead created" by "opportunity created" and checked by default

2018-07-25T13:41:30+00:00

[IMP] crm : Add administrator to be followers by default of sales team "Sales" AND "Website"

2018-07-25T13:41:30+00:00

[REM] crm: remove unnecessary mail template data

2018-07-24T13:33:22+00:00

This template was linked to an old automated rule used as a demo sending
an email to old opportunities. The demo automated rule has been removed
since. Moreover there is already a mail template used for mass mailing
in crm. No need to have unnecessary data especially it is not linked to
any business flow.

This commit is linked to task ID 1841503 (and 1868112) and to PR #25388
(and #25889).