Commit Graph

714 Commits

Author SHA1 Message Date
Nicolas Martinelli e04b9d5542 [FIX] crm: same salesperson
When a lead is converted into an opportunity and a new partner is
created, the user_id of the partner is not in line with the user_id of
the opportunity.

opw-659028
2015-12-11 14:02:00 +01:00
Nicolas Lempereur 8ae67f6a54 [FIX] fields: correct sides effect of change to old api
The commit 3269ad8f get back the behaviour of 7.0 (which changed in
october 2014) that when a field is overrided via the old api, attributes
of a previous definition of the field are lost.

This fix corrects the case when this behaviour might have had an effect
so specified attributes overrided don't get lost.

related to opw-639712
2015-06-12 15:09:06 +02:00
Denis Ledoux 68f3ed6569 [FIX] crm: convert to opportunity, avoid overwrite user defined action default 2015-01-20 16:37:57 +01:00
Christophe Simonis 7b7554c91f [MERGE] forward port of branch saas-3 up to cdb48d3 2015-01-19 12:16:33 +01:00
Denis Ledoux 65de6e7f27 [FIX] crm: convert to opp, link to an existing cstomer
When converting a lead to an opportunity, and choosing the option "link to an existing customer", the resulting opp wasn't actually linked to the ccustomer.
2015-01-15 16:09:46 +01:00
Jeremy Kersten 9ca58db6be [IMP] crm: make code of merge opportunities overloadable 2014-09-22 16:14:04 +02:00
Jeremy Kersten 54bb165096 [FIX] crm: lead_to_opportunities, check that current active_id has not been already merged by another previous active_id. Else, we was trying to browse an lead which was already deleted by a previous merge in the same loop. 2014-09-02 09:48:50 +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
Fabien Meghazi faa09da325 Removed version="7.0" from form views 2014-06-12 09:09:59 +02:00
Christophe Simonis a756b82372 [MERGE] forward port of branch saas-4 up to revid bb26dea 2014-05-20 20:19:55 +02:00
Martin Trigaux 6718e9d03a [FIX] crm: do not overwrite the value of no_force_assignation if already set in the context 2014-05-20 13:10:56 +02:00
Prashant Panchal (OpenERP) ca2bee0865 [IMP]add groups 'base.group_multi_salesteams' 2014-05-09 16:16:07 +05:30
Amit Vora d88835ed66 [MERGE] merge with main branch
bzr revid: avo@tinyerp.com-20140328050000-xmax3xa0dp4ltxxv
2014-03-28 10:30:00 +05:30
Christophe Simonis d93b79e6f4 [MERGE] forward port of branch saas-3 up to revid 9345 dle@openerp.com-20140324110349-e82t1bmmtjqbl85k
bzr revid: chs@openerp.com-20140324133811-4az1kvbznd26seow
2014-03-24 14:38:11 +01:00
Denis Ledoux abf8e0d54f [ADD] crm: mass convert lead to opp, add force assignation checkbox, to force the salesman/salesteam on converted/merged lead/opps or leave the existing salesman/salesteam
bzr revid: dle@openerp.com-20140320175129-2lj2pu86l3rjoulw
2014-03-20 18:51:29 +01:00
Denis Ledoux 8d52e36fd8 [FIX] crm: convert to opportunity (single lead) display losts
bzr revid: dle@openerp.com-20140319153956-iilonexkeng1fudl
2014-03-19 16:39:56 +01:00
Denis Ledoux e13ac3153f [FIX] crm: get duplicated leads use email_split from tools
bzr revid: dle@openerp.com-20140312164459-gi7ol7huxx3gcbxi
2014-03-12 17:44:59 +01:00
Denis Ledoux 387dc3c911 [FIX] crm: crm to opp, get duplidated leads does not take losts and deads. + search algorithm imp
bzr revid: dle@openerp.com-20140312155453-fj9ngb988advvn8s
2014-03-12 16:54:53 +01:00
Denis Ledoux 187545a06a [FIX] crm: lead to opp, do not force salesteam in mass convert
bzr revid: dle@openerp.com-20140312143102-0887zl1r4tc4yq6z
2014-03-12 15:31:02 +01:00
Amit Vora 55c3d2336a [MERGE] merge with main branch
bzr revid: avo@tinyerp.com-20140312090734-1m11cnuavrgl92it
2014-03-12 14:37:34 +05:30
Denis Ledoux 6f12f4ba67 [FIX] crm: lead_to_opp wizard, use email address to find duplicated lead in single convert lead to opp
bzr revid: dle@openerp.com-20140306143621-z5mgcl2cm7kn6we0
2014-03-06 15:36:21 +01:00
Denis Ledoux 6a1e65b561 [FIX] crm: crm_to_lead tests, force assignation, to check round robin
bzr revid: dle@openerp.com-20140306092330-wuhfw36f3xpwdy4d
2014-03-06 10:23:30 +01:00
Denis Ledoux 83a4374363 [FIX] crm: lead_to_opp, do not force assignation in mass convert with deduplication (to prevent change the salesman of an existing opp), + fix get duplicated lead, now based on probability of stage instead of probability of the opp itself
bzr revid: dle@openerp.com-20140305164016-432vz5axo5l4wqko
2014-03-05 17:40:16 +01:00
Denis Ledoux 40b1ab36bb [FIX] crm: convert lead to opp wizard, on change salesman choose default salesteam if any
bzr revid: dle@openerp.com-20140304154442-o2zvun8ehv2ro6dl
2014-03-04 16:44:42 +01:00
ajay javiya (OpenERP) e0f8d3f80a [MERGE] : with trunk
bzr revid: aja@tinyerp.com-20140303064742-klvoa7t5l6wnzrg9
2014-03-03 12:17:42 +05:30
Christophe Simonis 0123c51997 [FIX] crm: lead to opportunity convertion: pass id instead of browse record object
bzr revid: chs@openerp.com-20140225102830-1za1ei2xlr1oc4nv
2014-02-25 11:28:30 +01:00
Christophe Matthieu 07adc071df [IMP] website_event: split module: remove depends with sale and move event's ticket form into a bridge: website_event_sale
bzr revid: chm@openerp.com-20140128113101-aon81actmpahyn58
2014-01-28 12:31:01 +01:00
Denis Ledoux 567be50d0a [FIX] crm: mass assign were not always deduplicating
bzr revid: dle@openerp.com-20140127103816-t9pga6sohbxaw5ux
2014-01-27 11:38:16 +01:00
Denis Ledoux c76e580da5 [ADD] crm: mass assign apply deduplication
bzr revid: dle@openerp.com-20140123180211-o1ebik36wegmi8mc
2014-01-23 19:02:11 +01:00
jke-openerp 46b0c7aa00 [REF] Rename model crm.meeting into calendar.event
Remove 2 unsused field from calendar.event model (dir,sequence)

bzr revid: jke@openerp.com-20140115093805-1g1j1oymyxsb6kgh
2014-01-15 10:38:05 +01:00
jke-openerp dd285d23af [TYPO] Rename base_calendar into calendar
bzr revid: jke@openerp.com-20131219144739-9ic700ycef8uklbc
2013-12-19 15:47:39 +01:00
Christophe Simonis 0ac4a8f696 [MERGE] forward port of branch 7.0 up to revid 9668 launchpad_translations_on_behalf_of_openerp-20131130053134-6u83vcd1133xs8yf
bzr revid: chs@openerp.com-20131130130014-hi5h5a00kjx0dbvp
2013-11-30 14:00:14 +01:00
Thibault Delavallée d7af813044 [MERGE] [FIX] crm: fixed lead to opportunity wizard customer creation policy (opw 596231).
When choosing to link to an existing customer, then changing the action to create
a new customer or to avoid linking, the newly created opportunity was linked
to the previously chosen customer, due to the partner_id field not being
reset and used in the conversion process.

This field is not reset when changing the conversion action, leading to the action
being correctly taken into account.

lp bug: https://launchpad.net/bugs/1208436 fixed

bzr revid: tde@openerp.com-20131129101706-ccsn5u60sw8isroy
2013-11-29 11:17:06 +01:00
Olivier Dony 44664076da [MERGE] Forward-port of latest 7.0 fixes up to rev 9618 rev-id: dle@openerp.com-20131120142131-s333lyva85cyn41o
bzr revid: odo@openerp.com-20131120144059-yyh7emvgdarff09b
bzr revid: odo@openerp.com-20131120144318-11nmn1zj00zmi10z
2013-11-20 15:43:18 +01:00
Denis Ledoux 8be0a5a8e1 [FIX]crm: several calls to _get_id for external id 'categ_phone2' which were not surrounded by try except ValueError
bzr revid: dle@openerp.com-20131114095721-v22dl5yc8bzhvevf
2013-11-14 10:57:21 +01:00
Denis Ledoux 53c1526197 [FIX]crm: crm_lead_to_opportunity wizard, the wizard was not choosing duplicated leads/opps which was having probability null in database
bzr revid: dle@openerp.com-20131030152628-tn12sxhbqbdqh3m4
2013-10-30 16:26:28 +01:00
Olivier Dony 5cba82e2c9 [MERGE] Forward-port of latest saas-1 bugfixes, up to rev. 8788 dle@openerp.com-20131003094541-ro29hhkas03rdvw8
bzr revid: odo@openerp.com-20131003111222-upt1ytb92db50zay
2013-10-03 13:12:22 +02:00
Denis Ledoux a9158e5993 [MERGE] Forward-port of latest 7.0 bugfixes, up to rev. 9487 rev-id: dle@openerp.com-20130930141202-ghnujem348kydd2m
bzr revid: dle@openerp.com-20130930150804-b4j080uy06t4n7f1
2013-09-30 17:08:04 +02:00
Denis Ledoux 5be6edcec8 [FIX]crm: wizard lead to opportunities, match exact email, insensitive
bzr revid: dle@openerp.com-20130930141202-ghnujem348kydd2m
2013-09-30 16:12:02 +02:00
Thibault Delavallée 8b48cc9520 [MERGE] addons: added groups when quick creating user in various addons.
bzr revid: tde@openerp.com-20130904141122-uaxlnu7qxzri4q3a
2013-09-04 16:11:22 +02:00
ajay javiya (OpenERP) a0ab757537 [REM] : remove wizard of schedule/log a call ,
[IMP] : Rename in Opportunity and in Partner form the 'Meeting' into 'Schedule a Meeting' ,

bzr revid: aja@tinyerp.com-20130822092259-it5a1e1v1ed9s60a
2013-08-22 14:52:59 +05:30
Ravi Gohil (OpenERP) f8d47a4a1d [FIX] crm: While processing the 'Convert to Opportunity' wizard in leads view, if the system found matching partner from the information provided in lead and suggested that partner in the wizard, and later if we decided not to link the opportunity to existing partner but to create a new one, it never create one, but will link to the priorly suggested partner: (Maintenance Case : 596231)
lp bug: https://launchpad.net/bugs/1208436 fixed

bzr revid: rgo@tinyerp.com-20130807094630-efk7yo1ia27vpq5i
2013-08-07 15:16:30 +05:30
Thibault Delavallée 163d88ea32 [MERGE] Sync with trunk
bzr revid: tde@openerp.com-20130719100119-ohpzxw4r1fxta93k
2013-07-19 12:01:19 +02:00
Christophe Simonis 24ea151a37 merge upstream
bzr revid: chs@openerp.com-20130717142947-de40mn3234gt5044
2013-07-17 16:29:47 +02:00
Thibault Delavallée 0e9fd3d5d5 [IMP] crm: removed state field. Refactored code according to the new guidelines.
bzr revid: tde@openerp.com-20130716151003-c2df3nzgo1by0hyi
2013-07-16 17:10:03 +02:00
Denis Ledoux 69c314c51d [RENAME]RERENAME crm_channel => crm_partner_assign, for migration and translation issue
bzr revid: dle@openerp.com-20130620175326-0lgpbdxiusa65ss2
2013-06-20 19:53:26 +02:00
Christophe Simonis 6a9adbca62 [MERGE] forward port of branch 7.0 up to revid 9236 mat@openerp.com-20130613160953-itt79mu5xrl7suv4
bzr revid: chs@openerp.com-20130613181503-82234mo34wxb0oap
2013-06-13 20:15:03 +02:00
Christophe Matthieu 9d9e3d2ef8 [IMP] Improve typos in warning (Grammar mistake, Capitalize title, Typos)
bzr revid: chm@openerp.com-20130607113829-1mi6jk18c2v3jjhn
2013-06-07 13:38:29 +02:00
ggh-openerp 3b73e2b2a4 [IMP]Removed space before Exclamation marks [!]
bzr revid: ggh@tinyerp.com-20130429071557-vnxo5nni03vc886j
2013-04-29 12:45:57 +05:30