Commit Graph

812 Commits

Author SHA1 Message Date
JoshuaJan 7aaffedd21 [FIX] crm: merge opportunities for stages in 'both' type
A crm.lead will either be a lead or an opportunity but a stage can also have
the 'both' type so it should be matched in the domain.

Closes #8434
2015-10-08 13:58:09 +02:00
Pedro M. Baeza 675d09c005 [FIX] fields_view_get super arguments
The context argument needs to be passed as positional argument to avoid issues
when surcharging fields_view_get

Closes #7933
2015-08-27 11:07:11 +02:00
Goffin Simon aa3ce8b594 [FIX] crm: Company name in crm lead
The onchange on partner field must not fill the company name if
the partner is not a company or not in a company. If the partner
is not a company, the contact name field must be filled with the
partner name.

opw:644878
2015-07-20 16:30:41 +02:00
Denis Ledoux cf4d14ce39 [MERGE] forward port of branch saas-3 up to 09b277c 2015-04-27 14:02:52 +02:00
Denis Ledoux d6ae7fb7db [MERGE] forward port of branch 7.0 up to 3e7d3c7 2015-04-27 12:19:43 +02:00
Martin Trigaux ab65c388cd [FIX] crm: list of meetings from opportunity
When opening the list of meetings from an opportunity, show only the meetings
linked to the current opportunity.
Use search_default_ to be able to remove the filter if not needed.
Remove context on meeting button as it's ignored in action_makeMeeting (and
there is no field attendee_id linked to a crm.lead anyway)
opw 614039
2015-04-23 10:00:01 +02:00
Akash Balar 58fab75208 [FIX] CRM : won and lost stages are not required to be folded anymore
The domain was inconsistent with the error message.
2015-04-15 17:38:04 +02:00
Nicolas Lempereur 6aba1ac0c3 [FIX] crm: lead to opportunity
When converting a lead to an opportunity, there is a difference in
context than when going to an opportunity via the interface.

This leads to a difference when displaying a kanban view.

This commit adds what is needed in the context.

opw-632640
2015-04-15 17:45:02 +02:00
Rucha Dave 2596f39eef [FIX] crm: meeting time in user timezone
With UTC in <time> element in bonus.
opw 621772
2015-04-01 15:53:09 +02:00
Denis Ledoux 6dad39297e [FIX] crm: open opportunity form from planned calls
This wasn't anymore possible to open the Lead/opp
form of a planned call if it was of type opp.

Regression introduced during rev. 81f56c9eda

opw-631807
2015-03-30 18:16:45 +02:00
Christophe Simonis 416f0246ac [MERGE] forward port of branch saas-3 up to 4a3c471 2015-03-09 12:03:22 +01:00
Christophe Simonis 4a3c4713e9 [MERGE] forward port of branch 7.0 up to 209ce6f 2015-03-09 11:24:32 +01:00
Romain Deheele 56f3f01491 [FIX] crm: retrieve title and function of partner in leads
When setting a partner on the lead,
the on_change_partner method retrieves
the various partner field values.

title & function fields were omitted, without obvious reasons

opw-629374
Closes #5388
2015-03-03 17:59:46 +01:00
Denis Ledoux a69076851a [FIX] crm: do not assign a salesteam to a lead if not in multi sales team env
on_change_user was used to assign the first team  in which the user is a member to the lead
When the user does not use the multi sales team, it therefore set a default sales team, but invisible to the user.

Stages displayed in the kanban view are the lead sales team stages. In a non sales team env, only stages with no stages are displayed for new leads
If you added a new stage, in the kanban view, the stage is not assigned to a team
2014-12-11 13:26:07 +01:00
Raphael Collet b8071bbaca [FIX] addons: incorrect new-api invocation of method write() with context
This fixes #3411.
2014-11-13 13:34:55 +01:00
Raphael Collet f2e4a10e1a [IMP] use model._fields instead of model._all_columns to cover all fields
The old-api model._all_columns contains information about model._columns and
inherited columns.  This dictionary is missing new-api computed non-stored
fields, and the new field objects provide a more readable api...

This commit contains the following changes:

 - adapt several methods of BaseModel to use fields instead of columns and
   _all_columns

 - copy all semantic-free attributes of related fields from their source

 - add attribute 'group_operator' on integer and float fields

 - base, base_action_rule, crm, edi, hr, mail, mass_mailing, pad,
   payment_acquirer, share, website, website_crm, website_mail: simply use
   _fields instead of _all_columns

 - base, decimal_precision, website: adapt qweb rendering methods to use fields
   instead of columns
2014-11-04 13:47:57 +01:00
Raphael Collet e9587bf130 [IMP] expression.py: add a check to forbid records in domains
Records in domains cause a "maximum recursion depth exceeded" error when
converted to SQL. Simply add a test to show a better error message.
2014-10-16 10:22:23 +02:00
Jeremy Kersten 5b1eee9a3a [FIX] crm_lead: don't rewrite user_id. Value has not been updated so it's useless. Some module check that user_id is in vals to trigger others actions for nothing. 2014-10-15 14:18:37 +02:00
Christophe Simonis e2e60bf4eb [MERGE] forward port of branch saas-3 up to fe8106f 2014-09-26 12:53:59 +02:00
Denis Ledoux 76067367b2 [MERGE] forward port of branch 7.0 up to 5f6d324 2014-09-25 15:10:37 +02:00
Simon Lejeune 5f6d324db6 [FIX] crm: merge the phonecalls during an opportunities merge 2014-09-25 13:40:45 +02:00
Martin Trigaux 81f56c9eda [IMP] crm: remove TODO posted by past me 2014-09-24 17:19:22 +02:00
Martin Trigaux 0c36f8a4ce Forward port of branch 7.0 up to 1933e92 2014-09-24 17:10:14 +02:00
Ravi Gohil 126ba0a9a8 [FIX] crm: correct open lead or opportunity view from calls
When opening a lead/opportunity from the phonecalls view, we did not open the correct view (always the lead).
This will use the type of the crm.lead to determine which view should be used, opw 608493.
2014-09-24 15:54:44 +02:00
Jeremy Kersten 9ca58db6be [IMP] crm: make code of merge opportunities overloadable 2014-09-22 16:14:04 +02:00
Jeremy Kersten e186de5006 [FIX] crm: onchage user_id, don't use the uid by default, but user the user_id. Else Saleteam are setted for current user who are editing and not salesman assigned. + Fix disintct name for attachment 2014-08-29 15:02:31 +02:00
Thibault Delavallée 78a9a6fcaa [FIX] crm, hr_recruitment, task, issue: fixed default priorities + order based on priority (desc for everyone now) 2014-08-22 14:39:36 +02:00
Thibault Delavallée 2ca875572a [FIX] crm: fixed day_open and day_close computation (conditional store + be sure that date_open and date_closed fields are set) 2014-08-07 08:54:10 +02:00
Denis Ledoux 6a26837d24 [ADD] crm: use company/contact name for fill partner_info in chatter
Sometimes, when you send an email in the chatter, a pop-up is displayed to fill the partner details
This case happens when the email address you send the email is not associated to an existing partner
In such cases, in lead, we use the company name and contact name to fill the partner name
2014-07-31 15:33:41 +02:00
Jeremy Kersten faba7cd5aa [IMP] Crm: Add tracking mixin to manage utm campaign and add this mixin to mass_mailing, crm_lead and sale_order 2014-07-08 17:33:00 +02:00
Raphael Collet cbe2dbb672 [MERGE] new v8 api by rco
A squashed merge is required as the conversion of the apiculture branch from
bzr to git was not correctly done. The git history contains irrelevant blobs
and commits. This branch brings a lot of changes and fixes, too many to list
exhaustively.

- New orm api, objects are now used instead of ids
- Environements to encapsulates cr uid context while maintaining backward compatibility
- Field compute attribute is a new object oriented way to define function fields
- Shared browse record cache
- New onchange protocol
- Optional copy flag on fields
- Documentation update
- Dead code cleanup
- Lots of fixes
2014-07-06 17:05:41 +02:00
Jaydeep Barot 026e38b48f [REM] Unnecessary `size` parameters on char fields 2014-06-25 17:13:43 +02:00
Thibault Delavallée 719a4f02c9 [REF] mail, crm, hr_recruitment, project, project_issue: simplified reply-to of notification emails (now displaying 'YourCompany -docname- <email>' instead of 'Followers of ...'; added same_thread directly on the mail.message model to ease the reply_to and message-id computation; factorized a bit the reply-to generation for a batch of records; udpated tests accordingly. 2014-06-23 10:47:47 +02:00
Thibault Delavallée 7fc2f8871e Merge pull request #557 from odoo-dev/master-updatevalue_issue3-rda
[IMP] crm: onchange partner on lead form view better fills partner and contact name, depending on whether the partner is a company or not
2014-06-17 09:37:16 +02:00
Thibault Delavallée 222e26628a [FIX] crm, crm_partner_assign, res_partner, mail, project: removed deprecated fields, deprecated methods + references to it; also removed deprecated tags on things that are not deprecated anymore. Everything is under control. 2014-06-11 08:44:40 +02:00
Rucha Dave 93f66e98e2 [IMP] update value 2014-05-30 16:02:35 +05:30
Christophe Simonis a756b82372 [MERGE] forward port of branch saas-4 up to revid bb26dea 2014-05-20 20:19:55 +02:00
Martin Trigaux c50d82ddea [FIX] crm: make days to close and days to open simple calendar delta
When computing the duration to close or to open a lead, do not use some kind of complex computation with working days. It does not make sense to use the number of intervals with the number of days. The computation was incorrect and very slow.
Replaced by simple calendar delta.
2014-05-13 16:09:26 +02:00
Thibault Delavallée 9199587ec9 [CLEAN] crm: cleaned crm module before merging :
- removed unnecessary changes
- rewrote on_change_user and get_default_sectoin_id to have a correct default section
- removed duplicated code in sales_team module due to code moving not correctly cleaned
2014-05-12 13:41:49 +02:00
Denis Ledoux e70fc38f2f [FIX] crm: The get_formview_id method does not expect a model arg anymore
bzr revid: dle@openerp.com-20140512075919-ewldirr5ejd5py13
2014-05-12 09:59:19 +02:00
Prashant Panchal (OpenERP) 138ffedbf0 [MERGE]: Merged with addons 2014-05-09 18:47:56 +05:30
Prashant Panchal (OpenERP) b420dc37d3 [MERGE]merge with trunk 2014-05-08 19:14:33 +05:30
Thibault Delavallée 400b194d60 [MERGE] Sync with trunk
bzr revid: tde@openerp.com-20140508123529-w91cb0e6ugzutqd1
2014-05-08 14:35:29 +02:00
Barad Mahendra 07ccf397a3 [Merge]with trunk
bzr revid: mba@tinyerp.com-20140507104533-jeorqz7rtx8m8i1c
2014-05-07 16:15:33 +05:30
Gery Debongnie 9f3abe3ea4 [FIX] code cleanup (addon crm)
improves the method to count opportunities/meetings/phonecalls in res_partner.py.  It was bugged in two different way: the phonecall_count field was counting the number of meetings and not of phone calls, and it was in the try statement, so it might give an incorrect value if an exception occurs in the computation of opportunity/meeting

Also, remove useless meeting_ids one2many field in crm_lead.py and improves the method meeting_count

bzr revid: ged@openerp.com-20140507100954-1aqnd93iu5wsixob
2014-05-07 12:09:54 +02:00
Ravi Gadhia a3e44373d0 Merge with trunk 2014-05-06 14:58:46 +05:30
Gery Debongnie 5aa2fa150c [MERGE] merge from trunk
bzr revid: ged@openerp.com-20140502130753-4z24z1to9pkrckvq
2014-05-02 15:07:53 +02:00
Ravi Gadhia 78204703b0 [IMP] split crm_case_section + create alias from lead 2014-05-02 14:27:50 +05:30
Antony Lesuisse 7e25b9ae55 [MERGE] saas-4 report_webkit missing dependency on report
bzr revid: al@openerp.com-20140501152604-4cobh5ui47dt4pem
bzr revid: al@openerp.com-20140501155633-gefnc3zqcsr2rhaz
bzr revid: al@openerp.com-20140501161156-4wbsvhh8gz4r22h3
2014-05-01 18:11:56 +02:00
Denis Ledoux 8da3bb66ca [FIX] crm: get_forwview_id, variable referenced before assignment
bzr revid: dle@openerp.com-20140430094601-4chke4890s55eb92
2014-04-30 11:46:01 +02:00