summaryrefslogtreecommitdiff
path: root/addons/crm
AgeCommit message (Collapse)Author
2021-05-30[I18N] Update translation terms from TransifexOdoo Translation Bot
2021-05-23[I18N] Update translation terms from TransifexOdoo Translation Bot
2021-05-17[FIX] *: update documentation links Following the recent reorganisation of ↵Victor Feyens
the documentation in 12.0+, the majority of the documents have been moved and their old links are no longer valid. Some redirection rules will soon be deployed, but those rules might be dropped in some years and we want the links to still work, which is why we still replace the links to the new ones. FW-Port of odoo/odoo#70675 (13.0) closes odoo/odoo#70728 X-original-commit: 85c24961ab9ff5c1c79eb7415c97c46d9a77cca3 Related: odoo/enterprise#18283 Signed-off-by: Victor Feyens (vfe) <vfe@odoo.com>
2021-05-16[I18N] Update translation terms from TransifexOdoo Translation Bot
2021-05-12[FIX] crm: fix query counters: 2 tests sometimes at +3 on runbotThibault Delavallée
/shrug closes odoo/odoo#70753 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2021-05-11[FIX] phone_validation: add country trigger on sanitize phone computationThibault Delavallée
If country is updated on a record inheriting from mail.thread.phone its sanitized number should be computed again. Indeed without this trigger it is not computed and may lead to inconsistencies between phone numbers and sanitized number. Task ID-2528169 closes odoo/odoo#70684 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2021-05-11[FIX] crm: correctly compute phone_sanitized without having crm_sms installedThibault Delavallée
Currently phone_sanitized computation on lead model works only if crm_sms is installed. Indeed an override of ``_phone_get_number_fields`` is missing. However ``_sms_get_number_fields`` coming with ``crm_sms`` and its ``sms`` dependency hides the issue as those modules are auto-install. However if ``crm_sms`` is uninstalled phone_sanitized is not correctly computed anymore. Task ID-2528169 Oversight of odoo/odoo#45315
2021-05-09[I18N] Update translation terms from TransifexOdoo Translation Bot
2021-05-06[IMP] various: update query counters according to latest runbot runThibault Delavallée
Base: seems related fields take only 1 extra query instead of 3 Crm: assignment seems to have been slightly improved. Some randomness still happens. Hr Holidays: seems it was further improved beyond space frontier Test mail: those tests were a bit random, seems random is gone (hopefully) Test mail full: updated local counters Test mass mailing: seems we gained one query, updated local counters closes odoo/odoo#70486 Related: odoo/enterprise#18180 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2021-05-03[FIX] crm: do not reset action name in convert wizard each time an option ↵Thibault Delavallée
changes Currently ``name`` field that holds the action type is recomputed each time duplicated leads are updated. However duplicated leads are often updated notably each time customer action (create / link / do nothing) and chosen customer are updated. As ``name`` compute method is mainly present to replace a default value its compute method is updated so that it nows compute only when not having a value. Once having a value user choice is kept. Task ID-2452777 COM PR odoo/odoo#68618 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2021-05-03[FIX] crm: display right partner and action when converting leadNasreddin (bon)
Issue - Create a partner with email 'aaa@test.com' - In CRM settings, activate 'Leads' feature - Go to CRM -> Leads and create a Lead: - Set email field to 'aaa@test.com' - Click on 'Convert to opportunity' Neither the action or partner_id field is set to the right value. Cause Due to missing 'lead_id' field in template, the partner_id field is not recomputed since action is not recomputed. Solution Add 'lead_id' field as invisible in form. opw-2439722 Task ID-2452777 COM PR odoo/odoo#68618
2021-05-02[I18N] Update translation terms from TransifexOdoo Translation Bot
2021-04-23[FIX] crm: fix incorrect prefix removal from phone filterJulien Banken
When the user searches a phone number, the search function will generate a pattern by removing the "+" sign as well as well as the prefix "00" from the input string. Problem: If the input string starts with "+", it means that the phone number will be prefixed by something different than "00". As the function will systematically remove the first occurrence of "00" from the input string, the function can remove part of the input string that does not correspond to a prefix. The search results can hence be incorrect. Example: If the user types "+32485001122", the function will remove the "+" sign and the first occurrence of "00" from the input string. In the provided example, the function will search phone numbers matching with the pattern "324851122" which is incorrect. Solution: The function should remove the first occurrence of "00" iff the phone starts with "00". Task id: 2479277 COM PR: odoo/odoo#69729 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2021-04-25[I18N] Update translation terms from TransifexOdoo Translation Bot
2021-04-23[FW][FIX] mail, various: fix document access link computationThibault Delavallée
Purpose of this commit is to fix computation of access link. In some cases msg_vals modification leads to invalid URL computation, notably for frontend or backend differentiation for target recipients. Followup of odoo/odoo#63292 . Task ID-2513724 COM PR odoo/odoo#69607 ENT PR odoo/enterprise#17849 X-Original-Commit: odoo/odoo@2015ef463c9ac7c7f89d543745c02a2d1528acf2
2021-04-18[I18N] Update translation terms from TransifexOdoo Translation Bot
2021-04-11[I18N] Update translation terms from TransifexOdoo Translation Bot
2021-04-04[I18N] Update translation terms from TransifexOdoo Translation Bot
2021-03-08[FIX] crm: reposition tooltip to avoid resize flickerAurélien Warnon
The tour bubble "animation" that makes it to bounce up and down can cause issues when its position is at the edge of the bottom of the screen. In the CRM tour, this would make the window constantly resize to show a scrollbar and then resize to hide the scrollbar, creating quite a sickening effect visually. While waiting for a more "robust" solution on the framework side, we solve this occurrence of the issue by simply moving the tooltip position on top of the button instead of below it. Task-2476595 closes odoo/odoo#67483 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2021-03-28[I18N] Update translation terms from TransifexOdoo Translation Bot
2021-03-23[FIX] crm: avoid to display false in case of void subjectIpsita Borisagar
Before this commit: If there is no subject for message, it effectively displays "False" in case of void subject. After this commit: If there is no subject for message, it will not display "False" in case of void subject. Tasks-2156170 closes odoo/odoo#68232 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2021-03-21[I18N] Update translation terms from TransifexOdoo Translation Bot
2021-03-15[FIX] crm: prevent email_from propagation if only formatting differsMunaf Khan
Before this commit when we update the email_from field on lead with only formatting differing from partner a warning ribbon was displayed. It considered email had changed and had to be propagated. Moreover unnecessary update on partner was done to propagate the new email onto the customer. In this commit we propagate email only if normalized versions are different. It means that if lead email_from is "Hermes Conrad <email@example.com>" and partner email is "Jonathan Conrad <email@example.com"> no update from lead to partner is performed. Indeed normalized versions are the same. Task ID-2461308 PR odoo/odoo#66890 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2021-03-15[IMP] crm: improve phone / email tests for lead / partner syncThibault Delavallée
Purpose of this commit is to improve phone, email and mobile synchronization tests for lead / partner. Notably * mobile is not synchronized: only a void mobile is set to partner's mobile when changing partner. It is not synchronized back onto partner; * email / phone are correctly synchronized; * phone_sanitized is computed on both lead and partner based first on mobile then on phone. It means records having the same phone numbers could have different phone_sanitized values if mobile numbers differ; Task ID-2461308 PR odoo/odoo#66890
2021-03-14[I18N] Update translation terms from TransifexOdoo Translation Bot
2021-03-11[FIX] crm: allow any users to see event with privacy="Everyone"Nasreddin (bon)
Issue - Create a database with 2 users - Open the calendar application and create a meeting for you and the other user - In the option: set Privacy to 'Everyone' set Show times as 'Free' - Send the invitation to the other user Access Error (rule: Hide Private Meetings) Cause The 'calendar_event_global' ir.rule is deprecated and related ir.rules are now in calendar module (crm.meeting -> calendar.event). Solution Remove rule since deprecated. opw-2469433 closes odoo/odoo#67688 X-original-commit: c2a3fdbc42e042440695c8a3fc3e657d910d2d5c Signed-off-by: Lucas Lefèvre (lul) <lul@odoo.com> Signed-off-by: bon-odoo <nboulif@users.noreply.github.com>
2021-03-07[I18N] Update translation terms from TransifexOdoo Translation Bot
2021-02-28[I18N] Update translation terms from TransifexOdoo Translation Bot
2021-02-21[I18N] Update translation terms from TransifexOdoo Translation Bot
2021-02-12[FIX] crm: prevent crash due to invalid system parameterMunaf Khan
Right now, if someone changes the `crm.pls_start_date` system parameter to something that is not valid, opening a settings gives you traceback. This commit improves the behavior by making sure that the compute field on settings page `predictive_lead_scoring_start_date` always contains a valid date. For doing so, if the system parameter is not a valid date(or not set or deleted), we set the above field to the date 8 days prior to current date, and thus, when saving the settings, the system parameter is again set with a valid date. closes odoo/odoo#65985 Taskid: 2448248 X-original-commit: ead10c7e0a22ce65a88558cdfaa99198ac27e524 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2021-02-14[I18N] Update translation terms from TransifexOdoo Translation Bot
2021-02-04[FIX] crm: reposition tour bubble to allow scheduling an activityijas ahammed
In the crm tour, we have a step where we want the user to drag and drop the card. But the bubble for this step is just besides the icon to schedule the activity. So if user tries to schedule the activity and hovers on the tour bubble, the tour help overlaps the drop-down of activities and prevents user from scheduling one. This commit fixes the issue by moving the bubble for this step at the right side of kanban card so that tour does not prevent user from scheduling the activity. closes odoo/odoo#65336 Task-id: 2449223 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2021-02-07[I18N] Update translation terms from TransifexOdoo Translation Bot
2021-02-05[FIX] crm: split computed fields linked to partnerThibault Delavallée
RATIONALE Stored editable fields receive their values either from compute either from user input. If a user input is given to create / write compute method is not called. If multiple fields are computed through the same method giving one field value discard call to compute method and other fields are not called. SPECIFICATIONS Split ``_compute_partner_id_values`` compute method so that partner related fields are independent : * have a method for address fields as those are computed in group. Indeed either we take all from partner either none. Otherwise it would create mixed addresses that make no sense; * have a specific computation for partner_name and contact_name coming from ``_prepare_partner_values``; * have other fields separated (function, title, ...) acting like related on partner if not set by user; LINKS COM PR odoo/odoo#65381 Task ID-2451339 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2021-02-05[IMP] crm: add tests about lead / partner synchronization and computed fieldsThibault Delavallée
Add tests related to lead / partner contact fields synchronization. Add tests with user input and/or partner synchronization to ensure editable stored fields work as expected on lead model. Warning: those tests are failing. Next commit will split computed fields into several methods in order to fix computation. LINKS COM PR odoo/odoo#65381 Task ID-2451339
2021-02-05[FIX] crm: keep order of lead ids when mass convertingThibault Delavallée
Manual backport of odoo/odoo@36c78e3e3ac1ddad024eb4324daf2bd1da80404c Purpose of this commit is to avoid the use of sets in convert wizard. This set is used to compute ids of leads to merge and to convert. Using a set make order impossible to predict. Using lists allows to have reproducible tests notably. Spotted when working on task ID-2086889 Backported in Task ID-2451339
2021-01-31[I18N] Update translation terms from TransifexOdoo Translation Bot
2021-01-29[FIX] crm: add filter for overdue opportunitiesMunaf Khan
With commit[1], we introduced a feature that from the sales team, we can see the overdue opportunities for a particual teams. However, the filter that we use for related action which is supposed to show overdue opportunities is not not added, and the filtration is not working as expected, showing us all the opportunites for a team. This commit fixes the issue by adding the invisible filter with proper domain set within opportunities' search view and thus enables us to filter overdue opportunites. commit[1] - https://github.com/odoo/odoo/commit/1da63f0ab0fb4212bee46f960c6bbe8ca9251cac TaskID : 2323612 closes odoo/odoo#65248 X-original-commit: 68577d32c7fe0cb18ba4fb788cee65ec8b54b65b Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2021-01-27[FIX] *: update tour sequenceMohammed Shekha
with this commit we are updating sequence of onboarding tours task-2444153 closes odoo/odoo#64846 Related: odoo/enterprise#15886 Signed-off-by: Aaron Bohy (aab) <aab@odoo.com>
2021-01-21[FIX] *: various tour fixesMohammed Shekha
with this commit we fixes various tour steps, remove steps from crm and sale tour and improve step selector in project tour. task-2444272 closes odoo/odoo#64835 Signed-off-by: Aaron Bohy (aab) <aab@odoo.com>
2021-01-24[I18N] Update translation terms from TransifexOdoo Translation Bot
2021-01-21[FIX] crm: fix rainbowman nondeterministic tour issueAurélien Warnon
This commit fixes a nondeterministic issue during the rainbowman tour. We make sure that the record is properly created and the kanban reloaded before moving on to the next step, ensuring that the tour completes without race conditions. Task-2426257 closes odoo/odoo#64845 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2021-01-17[I18N] Update translation terms from TransifexOdoo Translation Bot
2021-01-10[I18N] Update translation terms from TransifexOdoo Translation Bot
2021-01-06[FIX] mail: send notification mail with right access link when using mail.threadAchraf (abz)
PURPOSE Notification may be sent using a generic mail.thread record, notably when sending user notifications. In that case links to view document are incorrect. HOW TO REPRODUCE Issue - Install "Approvals" - Submit new approval with you as "Request Owner" - Click on "View Approval Request" in your mailbox The link redirects to a 505 error Cause The model is not the correct one and the res_id is undefined Solution Specify the model and the res_id to _notify_get_action_link when creating the link with kwargs SPECIFICATIONS Propagate message value through various notification sub methods. That way we can rely on them if model seems void. Also limit values given as URL parameters to some white listed values. LINKS opw-2358846 Task ID-2379766 Followup of odoo/odoo#60998 Followup of odoo/odoo#61545 Closes odoo/odoo#63292 Closes odoo/enterprise#15585 closes odoo/odoo#64170 X-original-commit: 2b6d2b71f6c60bcf64db440473c88d1dc335acbf Related: odoo/enterprise#15588 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com> Co-authored-by: Achraf Ben Azzouz <abz@odoo.com> Co-authored-by: Thibault Delavallée <tde@odoo.com>
2021-01-06[FIX] crm: correctly handle won lost at createThibault Delavallée
Fix typo preventing a correct management of won/lost when creating multiple leads in a row. closes odoo/odoo#64140 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2021-01-03[I18N] Update translation terms from TransifexOdoo Translation Bot
2020-12-27[I18N] Update translation terms from TransifexOdoo Translation Bot
2020-12-21[FIX] crm: add missing default values for partner during quick createAnjali
This commit adds few missing default values for some of the partner fields while we create partner on the fly with quick create kanban card of lead. Below are the fields that we added * name * is_company * company_name * phone * email Task ID-2409462 closes odoo/odoo#62822 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2020-12-20[I18N] Update translation terms from TransifexOdoo Translation Bot