Commit Graph

816 Commits

Author SHA1 Message Date
Christophe Simonis 4b1496fdd3 [MERGE] forward port of branch 7.0 up to 937b957 2015-08-13 15:14:16 +02:00
Denis Ledoux 85b2e607bf [FIX] crm: prevent use a sales tag from another team.
On the `categ_ids` fields definition on `crm.lead`,
a domain has been added in order to prevent
the use of a sales tag belonging to another
sales team.

As the domain was overidden in the form views,
with a different domain, it was allowed
to use a sales tag from another sales team.

Besides, the domain applied in the form views,
`[('object_id.model','=','crm.lead')]`
is included in the domain applied in the fiel
definition.

Closes #2898
2015-08-12 17:36:14 +02:00
Denis Ledoux 70d28a69b9 [FIX] crm: silly mistake during forward-port d6ae7fb7db
type="object" was already there, no need to set it twice.
2015-04-27 12:46:01 +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
Denis Ledoux b6255eb55d [MERGE] Forward-port of latest 7.0 bugfixes, up to rev. 10005 revid:dle@openerp.com-20140422150710-mr9x3vyq0wcg31l5
bzr revid: dle@openerp.com-20140422162028-2icoebrb5q4tg3t3
2014-04-22 18:20:28 +02:00
Denis Ledoux b981f3f8ef [FIX] *: in search views, use operator=child_of instead of filter_domain with a child_of domain
operator child_of has the advantage to do exact ID matching for many2one, and not just matching on the name

bzr revid: dle@openerp.com-20140422150710-mr9x3vyq0wcg31l5
2014-04-22 17:07:10 +02:00
Denis Ledoux ea4e924208 [FIX] crm: remove the fact that the convert to opp button is hidden if the lead has probability 100: this is possible that you want to convert it anyway
bzr revid: dle@openerp.com-20140317172415-f5thfl78sxx2cb1z
2014-03-17 18:24:15 +01:00
Christophe Simonis 1c871da226 [FIX] crm: enable needaction filters
bzr revid: chs@openerp.com-20140212180845-wme2uqa0iyl8wps9
2014-02-12 19:08:45 +01:00
Gery Debongnie 00c6d55ac9 [MERGE] merge trunk into local branch
bzr revid: ged@openerp.com-20140116144326-8kwqab71zp8s7a8e
2014-01-16 15:43:26 +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
Gery Debongnie 6474a028d2 [IMP] changes the xml description of the graphs to use the new graph view (and to make sure the result is as close as possible) (addon crm)
bzr revid: ged@openerp.com-20131224102650-rbekdotddbgfylcp
2013-12-24 11:26:50 +01:00
Martin Trigaux 54be818a3b [MERGE] forward port of latest saas-2 until rev 9051 dle@openerp.com-20131217142126-1lbim47d2m2x4bb0
bzr revid: mat@openerp.com-20131218155715-khb909yy99cbmna8
2013-12-18 16:57:15 +01:00
Denis Ledoux 469cea2805 [MERGE] Forward-port of latest 7.0 bugfixes, up to rev. 9686 rev-id: dle@openerp.com-20131210160505-xdeeyooj07im8vz3
bzr revid: dle@openerp.com-20131210160657-c88vzssdkvfi6n96
2013-12-10 17:06:57 +01:00
Cecile Tonglet 025657653c [FIX] field email_from in crm.lead form view should have a widget email
bzr revid: cto@openerp.com-20131206102051-cls1gh78ze2olst9
2013-12-06 11:20:51 +01:00
Thibault Delavallée f0bf946b12 [MERGE] Sync with trunk
bzr revid: tde@openerp.com-20131129094610-qlrd1h502szo0b61
2013-11-29 10:46:10 +01:00
Thibault Delavallée a8beece158 [IMP] [REV] crm, addons: still stage/state tweaking
- crm: Mark Won / Lost buttons are back
- crm: now using the new 'fold_field' option to fold some stages on the fold
field of stages. Back to saas-1 bebavhior.
- project, project_issue: task and issue also use the fold_field option.
- project: fixed 'X Tasks' display on the project vignette: now always displaying
'X Tasks at plural form to simplify the view.

bzr revid: tde@openerp.com-20131127095300-9onzlt5pl9u82zt6
2013-11-27 10:53:00 +01:00
Christophe Simonis 3fb6b2965c [FIX] {crm,crm_partner_assign}: server actions does need to be restricted by group
bzr revid: chs@openerp.com-20131124202723-qd4ep1q2w3pn4453
2013-11-24 21:27:23 +01:00
Christophe Simonis fb44c859e2 [FIX] {crm,crm_partner_assign}: email.template: filter the whole expression instead of only the last part
bzr revid: chs@openerp.com-20131122194415-9ho9vf6f1b0qkmhd
2013-11-22 20:44:15 +01:00
Christophe Simonis c6d0006d26 [FIX] email.template: add safe filter over email address to allow emails to be sent in the format 'Name <name@company.com>' and avoid escaping.
followup of commit mat@openerp.com-20131121151305-t5je12s4w5uctu0k

bzr revid: chs@openerp.com-20131121170949-5rzr7qovzzkzyvvw
2013-11-21 18:09:49 +01:00
Denis Ledoux 93973114dd [FIX]crm: change typo of opportunities searchview to be consistent to leads searchview
bzr revid: dle@openerp.com-20131120170719-oenzvh67a2t5281n
2013-11-20 18:07:19 +01:00
Denis Ledoux b5f2233381 [FIX]crm: change typo to be more consistent. Assigned to me > My leads, Assigned to My Team(s) > My Team(s)
bzr revid: dle@openerp.com-20131120165825-e2xvhl3ualpezwuy
2013-11-20 17:58:25 +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
Martin Trigaux 363d81e5f0 [IMP] crm: match on contact name while searching for customer for leads (opw 591923)
bzr revid: mat@openerp.com-20131118100324-9s3xwmbk9xrxjm5a
2013-11-18 11:03:24 +01:00
Thibault Delavallée 8ce54029cf [REV] crm: reverted most changes about stages for this branch.
We keep fold, because it has a meaning in kanban view, and is kind of
'drop' stage, for won / lost / cancel / dead.

New stage is now the stage with the lower sequence, not necessarily the
stage with sequence 1. Note that this could break the _track because it
checks for stages with sequence <= 1; however with OpenERP values it
works fine. In some specific stage configuration, some subtypes could
not be tracked precisely.

bzr revid: tde@openerp.com-20131023100429-a3vfxi5zkn18v6qq
2013-10-23 12:04:29 +02:00
Thibault Delavallée 48d424511a [REV] crm_lead_view: mark won/lost buttons are back, but invisible, to be able to be removed without breaking inheriting views
bzr revid: tde@openerp.com-20131021113433-hzdwid0h429xywac
2013-10-21 13:34:33 +02:00
Thibault Delavallée 6c54232c98 [IMP] Stage/State update part 2
- stages: added some fields
-- closed: indicates whether this stage close the working process, for
example task ended, lead lost, applicant hired
-- bar_fold: whether to hide the state in the statusbar; this is different
from fold that is used for kanban views. Viewing a pipe or a specific
record are effectively different things and should use different fields.
-- bar_color: field to customize the stage in the statusbar (still WIP)

- impacted addons: crm, project, project_issue, hr_recruitment
- removed 'closed' addition in project_mrp as this is now in base project
module

bzr revid: tde@openerp.com-20131018132120-h0pv01q2bagtp99x
2013-10-18 15:21:20 +02:00
Thibault Delavallée 38e75127d9 [MERGE] Syn with trunk
bzr revid: tde@openerp.com-20130906081534-n273weq3h1fvfh2b
2013-09-06 10:15:34 +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
Thibault Delavallée 3a67d7dc99 [FIX] crm: fixed a bug introduced when merging trunk
bzr revid: tde@openerp.com-20130826095600-bgvdzah9nwb2vu0l
2013-08-26 11:56:00 +02:00
Thibault Delavallée 21d57f5e9d [MERGE] Sync with trunk
bzr revid: tde@openerp.com-20130826085410-qngwkw6eyxol4192
2013-08-26 10:54:10 +02:00
Thibault Delavallée 39cb3e44b1 [FIX] crm: mark lost button does not appear everytime anymore
bzr revid: tde@openerp.com-20130809075228-umybo4y635kf1mrf
2013-08-09 09:52:28 +02:00
Thibault Delavallée 38a534dee0 [IMP] mail: first implementation of tracking and bounce management.
Added 2 fields on mail_mail to count read/bounce.
Added bounce alias bounce-mail_id-model-res_id.
Added message_receive_bounce method that try to incremetn message_bounce field.

bzr revid: tde@openerp.com-20130806151143-7dw6xlj8n7mh0nqe
2013-08-06 17:11:43 +02:00
Thibault Delavallée dce673c6b5 [MERGE] Sync with trunk
bzr revid: tde@openerp.com-20130805132618-ewjjxjfwnkeg8hue
2013-08-05 15:26:18 +02:00
Thibault Delavallée 26ff871ab8 [FIX] crm: fixed a typo in onchange method name
bzr revid: tde@openerp.com-20130726085426-gpw86mn4ugno43o1
2013-07-26 10:54:26 +02:00
Thibault Delavallée b49d94408f [FIX] crm: added date_last_stage_update in crm + report
bzr revid: tde@openerp.com-20130717141336-ul8xwlveh3c1w9y9
2013-07-17 16:13:36 +02:00
Thibault Delavallée 707373ec9e [FIX] crm modules: various fixes about state removal.
bzr revid: tde@openerp.com-20130716153818-7ag1nrjyylj6ze8n
2013-07-16 17:38:18 +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
Thibault Delavallée 0aac1c7cb0 [REF] crm: removed references to base_stage in crm_lead / crm_claim + various pre-cleaning before removing state.
bzr revid: tde@openerp.com-20130708103011-53t1fllmrz0hdq8u
2013-07-08 12:30:11 +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
Thibault Delavallée 6803cae6e2 [FIX] crm: removed self in default_ in search view, because this is not supported in 7.0
bzr revid: tde@openerp.com-20130621120609-1ez38kujfkw4ilxp
2013-06-21 14:06:09 +02:00
Thibault Delavallée 8480636380 [CLEAN] crm: removed minified file for sparkline as we use plain file; small changes in views.
bzr revid: tde@openerp.com-20130604105648-ytfhdb5wmdrzkyay
2013-06-04 12:56:48 +02:00
Thibault Delavallée 6049940fea [IMP] crm: lead form view: escalate as a link
bzr revid: tde@openerp.com-20130604091014-25vsm5upv9z1oq97
2013-06-04 11:10:14 +02:00
Christophe Matthieu 096962342a [MERGE] from trunk
bzr revid: chm@openerp.com-20130522145042-3ril2zvogqs55ako
bzr revid: chm@openerp.com-20130524100533-fc0c7l47hb8j4xib
2013-05-24 12:05:33 +02:00
Christophe Matthieu aed639f6d1 [MERGE] from trunk
bzr revid: chm@openerp.com-20130522100239-sbkwtitaxy8hj1cx
2013-05-22 12:02:39 +02:00
Thibault Delavallée 8aa85c2523 [FORWARD] Forward port of addons until revision 8711
bzr revid: tde@openerp.com-20130521133807-5n97jep45f3lf6uq
bzr revid: tde@openerp.com-20130522083012-4yry4ht2943sjatn
2013-05-22 10:30:12 +02:00
Christophe Matthieu 2fd37179ba [IMP] sale,crm: add groups group_multi_salesteams for filter and groupby
bzr revid: chm@openerp.com-20130521142753-silv9ee2nltyuy8f
2013-05-21 16:27:53 +02:00
dle@openerp.com 86610e3a30 [FIX]crm: mark as lost use now case_cancel instead of case_mark_lost because stage of lead were set to lost instead of dead
bzr revid: dle@openerp.com-20130517094629-7l5tx1esj38ydc3u
2013-05-17 11:46:29 +02:00
dle@openerp.com f4ad388635 [ADD]crm: lead as mark as lost multi action
bzr revid: dle@openerp.com-20130516122012-pc2sfojl59hs3y7x
2013-05-16 14:20:12 +02:00
Cedric Snauwaert b1f452fd24 [FIX]crm: change default filter when clicking on opportunities from sale's team kanban view.
Should display user opportunities instead of new/pending one.

bzr revid: csn@openerp.com-20130503075020-gbww4xfwl20cmjbv
2013-05-03 09:50:20 +02:00