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Except Spanish, waiting for cleanup
closes odoo/odoo#60848
Related: odoo/enterprise#14421
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
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There was a problem in the Transifex translations for Spanish and all
translations were overwritten by mistake with english defaults.
This commit reverts all modified es.po files to their previous version
while we work to restore the translations on Transifex.
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In its current state, the code contacting the iap service was prone to
fail in case of huge batches of leads being processed due to 2 factors:
- the call could timeout;
- any processed lead that was modified somewhere else in the meantime
would trigger a serialization failure and ultimately make the whole
batch fail.
This commit ensures that we process the leads by smaller batches and
that we avoid serialization failures by acquiring a lock on the current
batch.
We now also avoid useless calls to iap when an email address is linked
to well-known email providers to alleviate the payload and speed up the
server's reponse.
closes odoo/odoo#59065
X-original-commit: daa909786c71c18185272dc22c4aa221666c1502
Signed-off-by: Rémi Rahir (rar) <rar@odoo.com>
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Without demo data
closes odoo/odoo#56839
Related: odoo/enterprise#12821
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
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PURPOSE
Lessen use of mail-specific calls and variables
SPECIFICATIONS
Use mail_new_test_user tool in tests, lessening use of mail-specific context
keys in tests.
LINKS
Task ID-2326281 (context keys use cleaning)
PR odoo/odoo#56631
PR odoo/enterprise#12707
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PURPOSE
Clean and improve IAP services integration in Odoo. Clean IAP integrations
tools and improve data sharing with base modules, notably for CRM and Partner.
SPECIFICATIONS
In this commit we create a bridge module between iap_mail and crm to hold
notably some fields used in various CRM integrations.
Now that we have clean bridge module we can safely update crm and partner
integrations dependencies.
LINKS
Task ID-2248367
Community PR odoo/odoo#53214
Enterprise PR odoo/enterprise#11258
Upgrade PR odoo/upgrade#1363
IAP PR odoo/iap-apps#191
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PURPOSE
Clean and improve IAP services integration in Odoo. Clean IAP integrations
tools and improve data sharing with base modules, notably for CRM and Partner.
SPECIFICATIONS
In this commit we create a bridge module between iap and mail to hold notably
some notification data. It includes a template shared by several iap modules.
We also move its override in the right file and clearly rename assets file
in crm_iap_lead in order to clean a bit module organization.
LINKS
Task ID-2248367
Community PR odoo/odoo#53214
Enterprise PR odoo/enterprise#11258
Upgrade PR odoo/upgrade#1363
IAP PR odoo/iap-apps#191rade#
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PURPOSE
Clean and improve IAP tools integration in Odoo. Introduce bridge modules
to extract common features, notably for CRM and Partner.
SPECIFICATIONS
In this commit we reorganize IAP module to better understand its content
and ease future cleaning
* have models separated from tools;
* rename some tools to find their grep. An iap_ prefix is added to ensure
we don't clash with other global functions or methods;
* perform some linting;
To provide backward compatibility support we keep some import in init file of
IAP addon. Standard code is about to be updated but we want to avoid too
much issues when migrating code to 13.5 . Compatibility layer will be removed
after v14 final freeze.
LINKS
Task ID-2248367
Community PR odoo/odoo#53214
Enterprise PR odoo/enterprise#11258
Upgrade PR odoo/upgrade#1363
IAP PR odoo/iap-apps#191
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The tests must be only imported in a test context, not in a running
context.
Since 92a7f8c13fa6bc84 a new test requirement was added but it should
not be necessary to run a module, only to execute the tests.
closes odoo/odoo#54578
X-original-commit: 15f2bbd40a70d9d9e969a2c75b7b9131c100dc09
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
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PURPOSE
Get rid of email / phone behavior on lead that is hard to understand: if
and contact is set fields are readonly, if not they are editable.
SPECIFICATIONS
We want to be able to edit them if a partner is set. If we write on the
email/phone of the lead, it should write on the partner (and vice-versa).
Even a Falsy value is propagated to the customer. Reason is that if you update
a contact information, it should be available for all other records. Setting
a void value probably means you want to stop contacting this contact. This is
now also propagated.
SIDE NOTE: MOBILE FIELD
Mobile field is a bit different. Main phone contact field is phone, and is
placed in the main contact section of the lead view. Mobile is under a more
technical / detailled tab and is not completely synchronized with the partner.
Like zip, city or country, changing partner updates lead information but
changing lead values does not propagate those to the customer. Those fields
can be used for deal-specific information if needed.
Statistics: 5k crm.lead use mobile for 80k active records which means it is
a "lesser field".
LINKS
Task ID 2207636
PR odoo/odoo#48395
Upgrade PR odoo/upgrade#1025
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closes odoo/odoo#50031
X-original-commit: 15a7a9f9d71a0b9c46d7caf2f4fbf09a5a4c63fe
Related: odoo/enterprise#10140
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
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Testing the enrich service was not possible since the endpoint was hardcoded.
This commit introduces a config parameter that allows overriding it.
Done in preparation of task 2081471.
PR #40349
Task 2081471
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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
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Steps to reproduce the bug:
- Let's consider an instance with crm_iap_lead and crm_iap_lead_enrich installed
- Uninstall crm
Bug:
An error was raised: ('Record does not exist or has been deleted.\n(Record: ir.model.fields(15085,), User: 1)', None)
because the field reveal_id is shared on model crm.lead and modules crm_iap_lead and crm_iap_lead_enrich are independent
from each other.
Inspired from https://github.com/odoo/odoo/commit/ff7efbb1e81cd6987601c03f0b75a37d2df8e331
opw:2224952
closes odoo/odoo#48813
X-original-commit: 80879be5d7ab863a097439df1cd61aa236edaca4
Signed-off-by: Simon Goffin (sig) <sig@openerp.com>
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Improve the default configuration on CRM for predictive lead
in order to ease the onboarding.
Modify text and install crm_iap_lead(_enrich) automatically if
CRM and IAP are installed.
task-2131056
closes odoo/odoo#44262
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
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To reproduce the bug:
1. Install `crm`.
2. Uninstall `iap`.
3. Go to any `res.config.settings` view.
Odoo will crash because the `iap_buy_more_credits` JS widget doesn't
exist (defined in iap).
Moving the widget from `crm` to `crm_iap_lead_enrich`. Since
`crm_iap_lead_enrich` depends on `iap`, this problem will not happen
anymore.
@Tecnativa TT20916
closes odoo/odoo#42258
X-original-commit: ec1be332c984bfcd0db3517db718fa85dbce7414
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
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Still without demo data
closes odoo/odoo#37502
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
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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>
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Since the default value of probability is not set anymore,
the probability of a new lead is equivalent to 0.
In Lead enrichement, we filter out won and lost leads.
But probability = 0 is not a good ways anymore to filter out lost leads.
Lost reprensents archived leads.
Task ID: 2044539
PR #37413
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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>
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-changed '0' to 0 as probability is an int
-typo that could have caused issues between data of iap et lead (city <-> city and postal_code <-> zip)
closes odoo/odoo#37004
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
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Before this commit, int was compared to a string when trying to retrieves company data in the payload.
Part of 2069155
closes odoo/odoo#36601
Signed-off-by: Rémi Rahir (rar) <rar@odoo.com>
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Still without demo data
closes odoo/odoo#36559
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
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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>
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