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authorRémy Baranx (bar) <bar@odoo.com>2020-03-05 13:09:39 +0000
committerThibault Delavallée <tde@odoo.com>2020-03-23 09:08:47 +0000
commitfd4798195d0d2d2c72a779dbceca4a63205c6421 (patch)
tree1d4793c7e1b72bcca9fe354926b9f8844ec80b0d /addons/crm
parent32ec8a974ddd8715bd76faf7a2d95e4a870c6132 (diff)
[IMP] crm, sales: add crm tags on sale orders
As the crm.lead.tags model shall be used in CRM and/or Sales apps, it has been moved to the sales_team module, which is a depedency of the CRM and Sales apps. As these tags becomes more generic than just "lead tags", the model has been renamed from crm.lead.tags to crm.tags. Tags on sale orders were already present but not visible. They are now visible in the "Other Info" section, and optionally in sale order tree views. When a quotation is created from an opportunity (CRM app), existing tags are populated from the opportunity to the sale order (Sales app). Views and demo data of several modules have been updated accordingly. Task ID 2191276
Diffstat (limited to 'addons/crm')
-rw-r--r--addons/crm/data/crm_lead_demo.xml123
-rw-r--r--addons/crm/models/__init__.py1
-rw-r--r--addons/crm/models/crm_lead.py10
-rw-r--r--addons/crm/models/crm_lead_tag.py17
-rw-r--r--addons/crm/security/ir.model.access.csv3
-rw-r--r--addons/crm/views/crm_lead_views.xml54
6 files changed, 50 insertions, 158 deletions
diff --git a/addons/crm/data/crm_lead_demo.xml b/addons/crm/data/crm_lead_demo.xml
index 10f47973e20..e1b3c7edf1d 100644
--- a/addons/crm/data/crm_lead_demo.xml
+++ b/addons/crm/data/crm_lead_demo.xml
@@ -1,41 +1,6 @@
<?xml version="1.0"?>
<odoo>
<data noupdate="1">
-
- <!-- crm categories -->
- <record id="categ_oppor1" model="crm.lead.tag">
- <field name="name">Product</field>
- <field name="color" eval="1"/>
- </record>
- <record id="categ_oppor2" model="crm.lead.tag">
- <field name="name">Software</field>
- <field name="color" eval="2"/>
- </record>
- <record id="categ_oppor3" model="crm.lead.tag">
- <field name="name">Services</field>
- <field name="color" eval="3"/>
- </record>
- <record id="categ_oppor4" model="crm.lead.tag">
- <field name="name">Information</field>
- <field name="color" eval="4"/>
- </record>
- <record id="categ_oppor5" model="crm.lead.tag">
- <field name="name">Design</field>
- <field name="color" eval="5"/>
- </record>
- <record id="categ_oppor6" model="crm.lead.tag">
- <field name="name">Training</field>
- <field name="color" eval="6"/>
- </record>
- <record id="categ_oppor7" model="crm.lead.tag">
- <field name="name">Consulting</field>
- <field name="color" eval="7"/>
- </record>
- <record id="categ_oppor8" model="crm.lead.tag">
- <field name="name">Other</field>
- <field name="color" eval="8"/>
- </record>
-
<!-- Demo Leads -->
<record id="crm_case_1" model="crm.lead">
<field name="create_date" eval="DateTime.now() - relativedelta(days=8)"/>
@@ -50,7 +15,7 @@
<field name="zip">93190</field>
<field name="street">Rue Léon Dierx 73</field>
<field name="phone">+33 1 25 54 45 69</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor6])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor6')])]"/>
<field name="priority">1</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field name="user_id" ref="base.user_admin"/>
@@ -86,7 +51,7 @@
<field name="zip">33000</field>
<field name="street">Rue Ignasse Blanchoux 214/32</field>
<field name="phone">+33 1 25 54 45 69</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor2])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor2')])]"/>
<field name="priority">1</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field name="user_id" ref="base.user_admin"/>
@@ -119,7 +84,7 @@
<field name="zip">10001</field>
<field name="street">Lafayette Ave 450/12</field>
<field name="phone">+1 555 754 3010</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor4, categ_oppor5])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor4'), ref('sales_team.categ_oppor5')])]"/>
<field name="priority">2</field>
<field name="team_id" ref="sales_team.crm_team_1"/>
<field name="user_id" ref="base.user_admin"/>
@@ -141,7 +106,7 @@
<field name="city">Manchester</field>
<field name="zip">03101</field>
<field name="street">United Street 68</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor5])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor5')])]"/>
<field name="priority">2</field>
<field name="team_id" ref="sales_team.crm_team_1"/>
<field name="user_id" ref="base.user_admin"/>
@@ -165,7 +130,7 @@
<field name="zip">1909</field>
<field name="street">West Allegheny Ave 800</field>
<field name="phone">+1 813 494 5005</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">2</field>
<field name="team_id" ref="sales_team.crm_team_1"/>
<field name="user_id" ref="base.user_admin"/>
@@ -204,7 +169,7 @@ Contact: +1 813 494 5005</p>]]></field>
<field name="country_id" ref="base.it"/>
<field name="city">Roma</field>
<field name="zip">00118</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor3, categ_oppor4])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor3'), ref('sales_team.categ_oppor4')])]"/>
<field name="priority">2</field>
<field name="team_id" ref="sales_team.crm_team_1"/>
<field name="user_id" ref="base.user_admin"/>
@@ -226,7 +191,7 @@ Contact: +1 813 494 5005</p>]]></field>
<field name="zip">29000</field>
<field name="street">R. Sen. Pompeu</field>
<field name="phone">+11 55 21 5555 5555</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor4])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor4')])]"/>
<field name="priority">0</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field name="user_id" ref="base.user_admin"/>
@@ -247,7 +212,7 @@ Contact: +1 813 494 5005</p>]]></field>
<field name="country_id" ref="base.uk"/>
<field name="city">London</field>
<field name="zip">E1AB</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor4, categ_oppor8])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor4'), ref('sales_team.categ_oppor8')])]"/>
<field name="priority">1</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field name="user_id" ref="base.user_admin"/>
@@ -282,7 +247,7 @@ ESM Expert<br />]]></field>
<field name="country_id" ref="base.uk"/>
<field name="city">Oxford</field>
<field name="zip">OX1 1RQ</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor4, categ_oppor7])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor4'), ref('sales_team.categ_oppor7')])]"/>
<field name="priority">2</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field name="user_id" ref="base.user_demo"/>
@@ -303,7 +268,7 @@ ESM Expert<br />]]></field>
<field name="country_id" ref="base.es"/>
<field name="city">Madrid</field>
<field name="zip">28001</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">2</field>
<field name="team_id" ref="sales_team.crm_team_1"/>
<field name="user_id" ref="base.user_demo"/>
@@ -338,7 +303,7 @@ Andrew</p>]]></field>
<field name="country_id" ref="base.be"/>
<field name="city">Wavre</field>
<field name="zip">1300</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor7])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor7')])]"/>
<field name="priority">2</field>
<field name="team_id" ref="sales_team.crm_team_1"/>
<field name="user_id" ref="base.user_admin"/>
@@ -358,7 +323,7 @@ Andrew</p>]]></field>
<field name="partner_id" ref="base.res_partner_1"/>
<field name="country_id" ref="base.cn"/>
<field name="city">Shenzhen</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">2</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field name="user_id" ref="base.user_admin"/>
@@ -386,7 +351,7 @@ Andrew</p>]]></field>
<field name="country_id" ref="base.au"/>
<field name="city">Melbourne</field>
<field name="street">Kensington Road 189</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="team_id" ref="sales_team.team_sales_department"/>
@@ -412,7 +377,7 @@ Andrew</p>]]></field>
<field name="zip">1300</field>
<field name="street">Rue de Namur 69</field>
<field name="phone">+32 10 588 558</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor2])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor2')])]"/>
<field name="priority">2</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="team_id" ref="sales_team.crm_team_1"/>
@@ -435,7 +400,7 @@ Andrew</p>]]></field>
<field name="city">Wavre</field>
<field name="street">Rue de Namur 69</field>
<field name="phone">+32 10 588 558</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=1)).strftime('%Y-%m-%d %H:%M')"/>
<field name="team_id" ref="sales_team.team_sales_department"/>
@@ -528,7 +493,7 @@ Andrew</p>]]></field>
<field name="city">Liverpool</field>
<field name="zip">L25 4RL</field>
<field name="street">Union Road</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor5])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor5')])]"/>
<field name="priority">2</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=1)).strftime('%Y-%m-%d %H:%M')"/>
<field name="team_id" ref="sales_team.team_sales_department"/>
@@ -553,7 +518,7 @@ Andrew</p>]]></field>
<field name="city">Brussels</field>
<field name="zip">1100</field>
<field name="street">Rue des Palais 51, bte 33</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor3,categ_oppor4])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor3'),ref('sales_team.categ_oppor4')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(days=3)).strftime('%Y-%m-%d %H:%M')"/>
<field name="team_id" ref="sales_team.crm_team_1"/>
@@ -586,7 +551,7 @@ Andrew</p>]]></field>
<field name="street">3661 Station Street</field>
<field name="country_id" ref="base.uk"/>
<field name="partner_id" ref="base.res_partner_4"/>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor4,categ_oppor6])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor4'),ref('sales_team.categ_oppor6')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=3)).strftime('%Y-%m-%d %H:%M')"/>
<field name="team_id" ref="sales_team.crm_team_1"/>
@@ -636,7 +601,7 @@ Andrew</p>]]></field>
<field name="street">3rd Floor, Room 3-C,</field>
<field name="street2">Carretera Panamericana, Km 1, Urb. Delgado Chalbaud</field>
<field name="phone">+58 212 681 0538</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=1)).strftime('%Y-%m-%d %H:%M')"/>
<field name="team_id" ref="sales_team.team_sales_department"/>
@@ -661,7 +626,7 @@ Andrew</p>]]></field>
<field name="zip">60610</field>
<field name="city">Chicago</field>
<field name="phone">+1 312 349 2324</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor4,categ_oppor8])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor4'),ref('sales_team.categ_oppor8')])]"/>
<field name="priority">2</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field name="user_id" ref="base.user_admin"/>
@@ -681,7 +646,7 @@ Andrew</p>]]></field>
<field name="city">Birmingham</field>
<field name="zip">B46 3AG</field>
<field name="street">Cannon Hill Park</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor7])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor7')])]"/>
<field name="priority">2</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field name="user_id" ref="base.user_admin"/>
@@ -700,7 +665,7 @@ Andrew</p>]]></field>
<field name="contact_name">Benjamin Flores</field>
<field name="partner_name">Nebula Business</field>
<field name="partner_id" ref="base.res_partner_12"/>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor3])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor3')])]"/>
<field name="priority">1</field>
<field name="team_id" ref="sales_team.crm_team_1"/>
<field name="user_id" ref="base.user_admin"/>
@@ -718,7 +683,7 @@ Andrew</p>]]></field>
<field name="probability">80.0</field>
<field name="partner_id" ref="base.res_partner_18"/>
<field name="priority">0</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor3])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor3')])]"/>
<field name="team_id" ref="sales_team.crm_team_1"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead3"/>
@@ -737,7 +702,7 @@ Andrew</p>]]></field>
<field name="country_id" ref="base.pe"/>
<field name="city">Lima</field>
<field name="priority">0</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor7])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor7')])]"/>
<field name="team_id" ref="sales_team.crm_team_1"/>
<field name="user_id" ref="base.user_admin"/>
<field name="stage_id" ref="crm.stage_lead3"/>
@@ -761,7 +726,7 @@ Andrew</p>]]></field>
<field name="street">Palermo, Capital Federal</field>
<field name="street2">C1414CMS Capital Federal</field>
<field name="priority">2</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor4])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor4')])]"/>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field name="user_id" ref="base.user_admin"/>
<field name="stage_id" ref="crm.stage_lead3"/>
@@ -784,7 +749,7 @@ Andrew</p>]]></field>
<field name="city">Wavre</field>
<field name="zip">1300</field>
<field name="priority">2</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor2])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor2')])]"/>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(days=6)).strftime('%Y-%m-%d %H:%M')"/>
<field name="team_id" ref="sales_team.crm_team_1"/>
<field name="user_id" ref="base.user_demo"/>
@@ -808,7 +773,7 @@ Andrew</p>]]></field>
<field name="zip">1300</field>
<field name="street">Rue de Namur 69</field>
<field name="priority">2</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor2])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor2')])]"/>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(days=6)).strftime('%Y-%m-%d %H:%M')"/>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field name="user_id" ref="base.user_demo"/>
@@ -832,7 +797,7 @@ Andrew</p>]]></field>
<field name="zip">1300</field>
<field name="street">Rue de Namur 69</field>
<field name="priority">0</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor1, categ_oppor5])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1'), ref('sales_team.categ_oppor5')])]"/>
<field name="date_deadline" eval="DateTime.today() + relativedelta(days=12)"/>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field name="user_id" ref="base.user_demo"/>
@@ -852,7 +817,7 @@ Andrew</p>]]></field>
<field name="zip">93190</field>
<field name="street">Rue Léon Dierx 73</field>
<field name="phone">+33 1 25 54 45 69</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor6])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor6')])]"/>
<field name="priority">1</field>
<field name="date_open" eval="(DateTime.today() - relativedelta(months=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="stage_id" ref="stage_lead2"/>
@@ -874,7 +839,7 @@ Andrew</p>]]></field>
<field name="zip">1080</field>
<field name="street">Rue du Commerce 93</field>
<field name="phone">+32 22 33 54 07</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor6])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor6')])]"/>
<field name="priority">1</field>
<field name="date_open" eval="(DateTime.today() - relativedelta(months=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="stage_id" ref="stage_lead1"/>
@@ -894,7 +859,7 @@ Andrew</p>]]></field>
<field name="country_id" ref="base.au"/>
<field name="city">Chevy Chase</field>
<field name="street">1920 Del Dew Drive</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="team_id" ref="sales_team.team_sales_department"/>
@@ -916,7 +881,7 @@ Andrew</p>]]></field>
<field name="country_id" ref="base.au"/>
<field name="city">Chevy Chase</field>
<field name="street">1920 Del Dew Drive</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="team_id" ref="sales_team.team_sales_department"/>
@@ -937,7 +902,7 @@ Andrew</p>]]></field>
<field name="email_from">max123@itconsult.com</field>
<field name="country_id" ref="base.it"/>
<field name="city">Milan</field>
-<field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+<field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="stage_id" ref="crm.stage_lead2"/>
@@ -957,7 +922,7 @@ Andrew</p>]]></field>
<field name="country_id" ref="base.gr"/>
<field name="city">London</field>
<field name="street">1 Russel square</field>
-<field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+<field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="stage_id" ref="crm.stage_lead3"/>
@@ -977,7 +942,7 @@ Andrew</p>]]></field>
<field name="email_from">roxshott9@trellian.com</field>
<field name="country_id" ref="base.br"/>
<field name="city">Canguaretama</field>
-<field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+<field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="stage_id" ref="crm.stage_lead2"/>
@@ -996,7 +961,7 @@ Andrew</p>]]></field>
<field name="email_from">mlimprecht8@fastcompany.com</field>
<field name="country_id" ref="base.pt"/>
<field name="city">Valejas</field>
-<field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+<field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="stage_id" ref="crm.stage_lead2"/>
@@ -1016,7 +981,7 @@ Andrew</p>]]></field>
<field name="email_from">akalinovich7@tinypic.com</field>
<field name="country_id" ref="base.id"/>
<field name="city">Boafeo</field>
-<field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+<field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="stage_id" ref="crm.stage_lead2"/>
@@ -1036,7 +1001,7 @@ Andrew</p>]]></field>
<field name="email_from">jjobbins6@simplemachines.org</field>
<field name="country_id" ref="base.ru"/>
<field name="city">Gvardeysk</field>
-<field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+<field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="stage_id" ref="crm.stage_lead2"/>
@@ -1056,7 +1021,7 @@ Andrew</p>]]></field>
<field name="email_from">eespinazo5@reuters.com</field>
<field name="country_id" ref="base.nl"/>
<field name="city">Amsterdam</field>
-<field name="tag_ids" eval="[(6, 0, [categ_oppor3])]"/>
+<field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor3')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="stage_id" ref="crm.stage_lead1"/>
@@ -1076,7 +1041,7 @@ Andrew</p>]]></field>
<field name="email_from">credford4@salon.com</field>
<field name="country_id" ref="base.ru"/>
<field name="city">Odoyev</field>
-<field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+<field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="team_id" ref="sales_team.crm_team_1"/>
@@ -1098,7 +1063,7 @@ Andrew</p>]]></field>
<field name="email_from">ikirvell3@gnu.org</field>
<field name="country_id" ref="base.id"/>
<field name="city">Dahu Satu</field>
-<field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+<field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="stage_id" ref="crm.stage_lead3"/>
@@ -1118,7 +1083,7 @@ Andrew</p>]]></field>
<field name="email_from">ngrabert2@dailymail.co.uk</field>
<field name="country_id" ref="base.jp"/>
<field name="city">Tokyo</field>
-<field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+<field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="stage_id" ref="crm.stage_lead2"/>
@@ -1138,7 +1103,7 @@ Andrew</p>]]></field>
<field name="email_from">fseiller1@theglobeandmail.com</field>
<field name="country_id" ref="base.id"/>
<field name="city">Wurigelebur</field>
-<field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+<field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="stage_id" ref="crm.stage_lead3"/>
@@ -1159,7 +1124,7 @@ Andrew</p>]]></field>
<field name="email_from">tbrockhouse0@google.pl</field>
<field name="country_id" ref="base.be"/>
<field name="city">Brussels</field>
-<field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+<field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="stage_id" ref="crm.stage_lead3"/>
diff --git a/addons/crm/models/__init__.py b/addons/crm/models/__init__.py
index dcc76fd80f9..ebd90b6419b 100644
--- a/addons/crm/models/__init__.py
+++ b/addons/crm/models/__init__.py
@@ -4,7 +4,6 @@
from . import res_users
from . import calendar
from . import crm_lead
-from . import crm_lead_tag
from . import crm_lost_reason
from . import crm_stage
from . import crm_team
diff --git a/addons/crm/models/crm_lead.py b/addons/crm/models/crm_lead.py
index 58fc27f7eca..d8fce1f43c8 100644
--- a/addons/crm/models/crm_lead.py
+++ b/addons/crm/models/crm_lead.py
@@ -98,7 +98,7 @@ class Lead(models.Model):
('grey', 'No next activity planned'), ('red', 'Next activity late'), ('green', 'Next activity is planned')],
string='Kanban State', compute='_compute_kanban_state')
tag_ids = fields.Many2many(
- 'crm.lead.tag', 'crm_lead_tag_rel', 'lead_id', 'tag_id', string='Tags',
+ 'crm.tag', 'crm_tag_rel', 'lead_id', 'tag_id', string='Tags',
help="Classify and analyze your lead/opportunity categories like: Training, Service")
color = fields.Integer('Color Index', default=0)
# Opportunity specific
@@ -1526,8 +1526,8 @@ class Lead(models.Model):
# get all tag_ids won / lost count
self.flush(['probability', 'active'])
query = """select l.probability, l.active, t.id, count(l.probability) as count
- from crm_lead_tag_rel rel
- inner join crm_lead_tag t on rel.tag_id = t.id
+ from crm_tag_rel rel
+ inner join crm_tag t on rel.tag_id = t.id
inner join crm_lead l on l.id = rel.lead_id
where (l.probability = 0 or l.probability >= 100)
and l.create_date > %%s
@@ -1590,8 +1590,8 @@ class Lead(models.Model):
query = """SELECT l.id as lead_id, t.id as tag_id
FROM crm_lead l
- LEFT JOIN crm_lead_tag_rel rel ON l.id = rel.lead_id
- LEFT JOIN crm_lead_tag t ON rel.tag_id = t.id
+ LEFT JOIN crm_tag_rel rel ON l.id = rel.lead_id
+ LEFT JOIN crm_tag t ON rel.tag_id = t.id
WHERE ((l.probability > 0 AND l.probability < 100) OR l.probability is null) AND l.active = True AND l.id in %s order by l.team_id asc"""
self._cr.execute(query, [tuple(self.ids)])
tag_results = self._cr.dictfetchall()
diff --git a/addons/crm/models/crm_lead_tag.py b/addons/crm/models/crm_lead_tag.py
deleted file mode 100644
index 7335c0950df..00000000000
--- a/addons/crm/models/crm_lead_tag.py
+++ /dev/null
@@ -1,17 +0,0 @@
-# -*- coding: utf-8 -*-
-# Part of Odoo. See LICENSE file for full copyright and licensing details.
-
-from odoo import fields, models
-
-
-class Tag(models.Model):
-
- _name = "crm.lead.tag"
- _description = "Lead Tag"
-
- name = fields.Char('Tag Name', required=True, translate=True)
- color = fields.Integer('Color Index')
-
- _sql_constraints = [
- ('name_uniq', 'unique (name)', "Tag name already exists !"),
- ]
diff --git a/addons/crm/security/ir.model.access.csv b/addons/crm/security/ir.model.access.csv
index 6930fe946b8..a5c66314e71 100644
--- a/addons/crm/security/ir.model.access.csv
+++ b/addons/crm/security/ir.model.access.csv
@@ -8,9 +8,6 @@ access_res_partner_category_manager,res.partner.category.crm.manager,base.model_
access_res_partner,res.partner.crm.user,base.model_res_partner,sales_team.group_sale_salesman,1,1,1,0
access_res_partner_category,res.partner.category.crm.user,base.model_res_partner_category,sales_team.group_sale_salesman,1,1,1,0
access_crm_lead_partner_manager,crm.lead.partner.manager,model_crm_lead,base.group_partner_manager,1,0,0,0
-access_crm_lead_tag,crm_lead_tag,model_crm_lead_tag,base.group_user,1,0,0,0
-access_crm_lead_tag_salesman,crm_lead_tag salesman,model_crm_lead_tag,sales_team.group_sale_salesman,1,1,1,0
-access_crm_lead_tag_manager,crm_lead_tag manager,model_crm_lead_tag,sales_team.group_sale_manager,1,1,1,1
access_crm_lost_reason_manager,crm.lost.reason.manager,model_crm_lost_reason,sales_team.group_sale_manager,1,1,1,1
access_crm_lost_reason_salesman,crm.lost.reason.salesman,model_crm_lost_reason,sales_team.group_sale_salesman,1,0,0,0
access_crm_lost_reason_user,crm.lost.reason.user,model_crm_lost_reason,base.group_user,1,0,0,0
diff --git a/addons/crm/views/crm_lead_views.xml b/addons/crm/views/crm_lead_views.xml
index 8fcb9d30be1..c3d618f7cc9 100644
--- a/addons/crm/views/crm_lead_views.xml
+++ b/addons/crm/views/crm_lead_views.xml
@@ -1,43 +1,5 @@
<?xml version="1.0"?>
<odoo>
- <!--
- crm.lead.tag views
- -->
- <record id="crm_lead_tag_form" model="ir.ui.view">
- <field name="name">crm.lead.tag.form</field>
- <field name="model">crm.lead.tag</field>
- <field name="arch" type="xml">
- <form string="Lead Tags">
- <sheet>
- <div class="oe_title">
- <div class="oe_edit_only">
- <label for="name"/>
- </div>
- <h1>
- <field name="name"/>
- </h1>
- </div>
- <group>
- <group>
- <field name="color" required="True"/>
- </group>
- </group>
- </sheet>
- </form>
- </field>
- </record>
-
- <record id="crm_lead_tag_tree" model="ir.ui.view">
- <field name="name">crm.lead.tag.tree</field>
- <field name="model">crm.lead.tag</field>
- <field name="arch" type="xml">
- <tree string="Lead Tags" editable="bottom">
- <field name="name"/>
- <field name="color" groups="base.group_no_one"/>
- </tree>
- </field>
- </record>
-
<record id="crm_lead_view_form" model="ir.ui.view">
<field name="name">crm.lead.form</field>
<field name="model">crm.lead</field>
@@ -954,24 +916,10 @@ if record:
name="CRM"
action="action_your_pipeline"/>
- <!-- Configuration/Lead & Opporotunities/Lead Tags Menu -->
- <record id="crm_lead_tag_action" model="ir.actions.act_window">
- <field name="name">Tags</field>
- <field name="res_model">crm.lead.tag</field>
- <field name="view_id" ref="crm_lead_tag_tree"/>
- <field name="help" type="html">
- <p class="o_view_nocontent_smiling_face">
- Create new tags for your opportunities
- </p><p>
- Create tags that fit your business (product structure, sales type, etc.) to better manage and track your opportunities.
- </p>
- </field>
- </record>
-
<menuitem
id="menu_crm_lead_categ"
name="Tags"
- action="crm_lead_tag_action"
+ action="sales_team.sales_team_crm_tag_action"
parent="menu_crm_config_lead"
sequence="1"/>
</odoo>