Odoo/addons/crm_iap_lead_enrich/data, branch 14.0 The current checkout of upstream Odoo [IMP] partner_autocomplete,crm_*: unify displayed "clearbit" information 2020-04-15T07:37:43+00:00 Aurélien Warnon awa@odoo.com 2019-11-15T13:53:56+00:00 9620721884c6e6983e5fae4cd8c1a0c21c197ff4 PURPOSE We make multiple calls to the clearbit API and the returned information are shown in various different templates, although they contain the same information. The purpose of this commit is to unify the templates into a single one to reduce code size and improve coherence. SPECIFICATIONS Currently, we have 3 ways of reaching out to the IAP clearbit api: - When creating a partner (autocomplete service) - When enriching an existing lead based on its email address - When generating leads using the "Geneate Leads" button or using the website visitors Every time we use the service, we log a note in the model's chatter containing all the information returned by the cleabit service (estimated annual revenue, media links, sector, ...). Though using different endpoints and methods, all the calls essentially return the same data, and the templates could be unified for consistency. This is the goal of this commit. We merge the 3 separate templates of each modules into a unique template that always renders the same information to the end user. To do that, we had to find a common module to store the template, we chose "partner_autocomplete" as it's installed anyway as soon as "crm_iap_lead_*" is installed. LINKS PR #40349 Upgrade PR odoo/upgrade#775 Task 2081471 
PURPOSE

We make multiple calls to the clearbit API and the returned information are
shown in various different templates, although they contain the same
information.

The purpose of this commit is to unify the templates into a single one to
reduce code size and improve coherence.

SPECIFICATIONS

Currently, we have 3 ways of reaching out to the IAP clearbit api:
- When creating a partner (autocomplete service)
- When enriching an existing lead based on its email address
- When generating leads using the "Geneate Leads" button or using the website
  visitors

Every time we use the service, we log a note in the model's chatter containing
all the information returned by the cleabit service (estimated annual revenue,
media links, sector, ...).

Though using different endpoints and methods, all the calls essentially return
the same data, and the templates could be unified for consistency.

This is the goal of this commit.

We merge the 3 separate templates of each modules into a unique template that
always renders the same information to the end user.

To do that, we had to find a common module to store the template, we chose
"partner_autocomplete" as it's installed anyway as soon as "crm_iap_lead_*" is
installed.

LINKS

PR #40349
Upgrade PR odoo/upgrade#775
Task 2081471
 [IMP] crm_iap_lead_enrich: improve settings of enrichment 2019-09-25T17:30:04+00:00 Florent Lejoly fle@odoo.com 2019-09-24T13:02:00+00:00 211dba4a83a12f2084083e4ef395c85fb6429d1e Before this commit it was not possible to enrich leads manually as only a cron enriches leads. It is considered as sub optimal since people would like to do it manually on some leads and not activate it only for all leads, using a cron. After this commit an option is added in CRM settings to choose the type of enrichment: either manual, either automatic. In manual mode, a button appears on the lead to enrich if certain conditions are met (email_adress present, not already enriched,...). It also deactivates the enrich cron. In automatic mode, the button on lead is not displayed and the cron is activated. A config parameter is defined in CRM as it is requested to be able to configure it directly in CRM without having to first install the app then configure it. A post install hook to synchronize cron status with config parameter is therefore required. FP/AJU request Task 2075817 closes odoo/odoo#37367 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com> 
Before this commit it was not possible to enrich leads manually as
only a cron enriches leads. It is considered as sub optimal since people
would like to do it manually on some leads and not activate it only for
all leads, using a cron.

After this commit an option is added in CRM settings to choose the type of
enrichment: either manual, either automatic.

In manual mode, a button appears on the lead to enrich if certain conditions
are met (email_adress present, not already enriched,...). It also deactivates
the enrich cron.

In automatic mode, the button on lead is not displayed and the cron is
activated.

A config parameter is defined in CRM as it is requested to be able to configure
it directly in CRM without having to first install the app then configure
it. A post install hook to synchronize cron status with config parameter
is therefore required.

FP/AJU request

Task 2075817

closes odoo/odoo#37367

Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
[FIX] crm_iap_lead_enrich: correctly fill name and description 2019-09-11T08:23:28+00:00 Benjamin Vray bvr@odoo.com 2019-09-10T10:27:05+00:00 a15d3a710c2f27594d658806055f1c62e092bb44 The company description in the chatter was replaced with our internal note Same thing if we filled the company name in the Follow-Up tab before the lead was enriched TASK-ID : 2069155 closes odoo/odoo#36625 Signed-off-by: Pierre Rousseau (pro) <pro@odoo.com> 
The company description in the chatter was replaced with our internal note
Same thing if we filled the company name in the Follow-Up tab before the lead was enriched

TASK-ID : 2069155

closes odoo/odoo#36625

Signed-off-by: Pierre Rousseau (pro) <pro@odoo.com>
[ADD] crm_iap_lead_enrich: enrich leads based on email address 2019-09-05T15:17:14+00:00 fleodoo fle@odoo.com 2019-05-28T07:35:23+00:00 1a36d98e5f9791ea5b18a8249b9f3764437d7147 PURPOSE Allow the user to enrich a lead based on the domain of the email address of the client. SPECIFICATIONS Following fields will be populated if found using clearbit and if they are not yet populated : * description * partner_name * reveal_id * website * street, street2, zip, city, country_id, state_id * phone (using the first number found in clearbit) * mobile (using the second number found in clearbit, else the same as phone) A message will also be logged in the chatter. If no data is found using clearbit no credit is used and a message will be logged. If the user has no credits he will be redirected to buy credits for the service. It is possible to enrich using the 'enrich' action in listview or with a cron that will run every hour on leads not older than 1 hour. Add a "Lead Enrichment" setting in CRM installing lead enrichment. LINKS Task 193185 closes odoo/odoo#36419 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com> 
PURPOSE

Allow the user to enrich a lead based on the domain of the email address of
the client.

SPECIFICATIONS

Following fields will be populated if found using clearbit and if they are
not yet populated :

* description
* partner_name
* reveal_id
* website
* street, street2, zip, city, country_id, state_id
* phone (using the first number found in clearbit)
* mobile (using the second number found in clearbit, else the same as phone)

A message will also be logged in the chatter.

If no data is found using clearbit no credit is used and a message will be
logged. If the user has no credits he will be redirected to buy credits for
the service.

It is possible to enrich using the 'enrich' action in listview or with a
cron that will run every hour on leads not older than 1 hour.

Add a "Lead Enrichment" setting in CRM installing lead enrichment.

LINKS

Task 193185

closes odoo/odoo#36419

Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>