Commit Graph

633 Commits

Author SHA1 Message Date
Simon Lejeune 5f6d324db6 [FIX] crm: merge the phonecalls during an opportunities merge 2014-09-25 13:40:45 +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
Olivier Dony 1cdf8ac3f2 [FIX] crm.lead: missing index on stage_id/type/state
bzr revid: odo@openerp.com-20140402122023-detokob7c6a06rux
2014-04-02 14:20:23 +02:00
Martin Trigaux 5041f63b35 [FIX] crm: write a value to date_closed field as well if change directly the stage instead of using buttons (which will probably be removed later)
bzr revid: mat@openerp.com-20140311150446-0atbc6esymjyv69e
2014-03-11 16:04:46 +01:00
Martin Trigaux 8db1b77757 [FIX] crm: write a value to date_closed when mark an opportunity as won or lost.
This value is required to compute 'Days to Close' field

bzr revid: mat@openerp.com-20140307111835-o7nd7dmkn5y8zg2a
2014-03-07 12:18:35 +01:00
Denis Ledoux c4339e0cec [FIX] crm: on_change_partner did not set the zip code in lead/opp
bzr revid: dle@openerp.com-20140217124044-o8sgz1esfqeha01f
2014-02-17 13:40:44 +01:00
Martin Trigaux aefcacf1f3 [IMP] crm: use %s pattern for variables in translations instead of {}, updated pot file
bzr revid: mat@openerp.com-20140107165840-pxc0rd5ezdnmzip7
2014-01-07 17:58:40 +01:00
Martin Trigaux b2fa77fd31 [MERGE] [FIX] crm: post message for logged/scheduled call in use timezone instead of utc (opw #600751).
Use <time> html element containing UTC time.
Updated POT to contains new translation value

bzr revid: mat@openerp.com-20140107154942-w3xx5914yzej4jb3
2014-01-07 23:49:42 +08:00
Rifakat 9e8be4175b [FIX] crm: when loggin a phonecall from Opportunity, note added to the opportunity(message) having time as UTC and not in user's timezone
bzr revid: rha@tinyerp.com-20140106053039-83domwm1bvrimq8l
2014-01-06 11:00:39 +05:30
Denis Ledoux 8711954c1c [FIX]crm: duplicating lead/opp duplicated the stage and put to false date_open if it was an opp. Now put stage to 'new' stage and set date_open to today if it is an opp
bzr revid: dle@openerp.com-20131114204550-wavibpj1memdx60c
2013-11-14 21:45:50 +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
Thibault Delavallée 9825eef774 [FIX] crm: fixed a bug in opportunities merge.
_merge_notify was called with a browse record but was waiting for an ID.

bzr revid: tde@openerp.com-20130827162036-v7yhfijgpdhcyte5
2013-08-27 18:20:36 +02:00
Thibault Delavallée 9005541f99 [FIX] crm, project.task, project.issue, hr_recruitment: fixed quick create in kanban, simplified a bit the code in the various create overrides.
bzr revid: tde@openerp.com-20130619114633-pb0rtz0kivlrabcx
2013-06-19 13:46:33 +02:00
Quentin (OpenERP) fe7866ccec [FIX] crm: after a merge of several leads/opportunities, delete the old records as the SUPERUSER to avoid security issues.
bzr revid: qdp-launchpad@openerp.com-20130531123414-ezx9ixg9ggame1g6
2013-05-31 14:34:14 +02:00
Pinakin Nayi (OpenERP) b430036c7f [FIX]crm : delete with super user to avoid access rules because if there is any user (not have delete access of lead) than also merge opportunity
bzr revid: pna@tinyerp.com-20130531114716-5as9flbu2506reh0
2013-05-31 17:17:16 +05:30
Martin Trigaux d626d3cb61 [MERGE] backport saas-1 rev 8728
[FIX] mail, project, project_issue, crm_lead: fixed 'XX Created' subtype not triggered because of condition
based on state=new and not state=draft.
For tasks, issues and leads, no generic 'Document created' message is posted anymore
because of the 'XX Created' message with subtype automatically logged.
Generic creation message is logged before automatic subscription to enable
message pushing to responsibles.

bzr revid: mat@openerp.com-20130529143022-wy76srwb2nwkspe3
2013-05-29 16:30:22 +02:00
Thibault Delavallée c2f02f6798 [FIX] mail, crm: fixed some access rights issues when using chatter on a document without access rights with portal users.
bzr revid: tde@openerp.com-20130417085927-wg07siehk2uhrkpu
2013-04-17 10:59:27 +02:00
Quentin (OpenERP) ec55a58c45 [IMP] crm: log a meeting now calls message_post and writes the meeting information in the chatter
bzr revid: qdp-launchpad@openerp.com-20130417090925-l6pdm9v5lq6ify14
2013-04-17 11:09:25 +02:00
Cedric Snauwaert 6ca0770257 [REF]crm_lead, crm_meeting: minor changes to follow pep8 standard
bzr revid: csn@openerp.com-20130416074335-qx8c6f4fjueknjk9
2013-04-16 09:43:35 +02:00
Cedric Snauwaert e38a28a2b7 [FIX]crm_lead, crm_meeting: when creating a meeting from an opportunity, add a message in open chatter
bzr revid: csn@openerp.com-20130415141507-m5arvgjcaf587a09
2013-04-15 16:15:07 +02:00
Thibault Delavallée ee844c0ac6 [FIX] crm: fixed on_change_user that was crashing because
refers to a default_section_id field that is added in sale_crm bridge module.
New behavior is : one of the team user_id is a member (crm), or
default_section_id if defined or default behavior (sale_crm)

bzr revid: tde@openerp.com-20130411123356-kc8ty16i71nwgzsm
2013-04-11 14:33:56 +02:00
Josse Colpaert 5585f21aa5 [FIX] On cchange for sales person to change sales team in opportunity
bzr revid: jco@openerp.com-20130404155437-a4d6mdi2y0r5nvc6
2013-04-04 17:54:37 +02:00
dle@openerp.com 3d58511f89 [FIX]crm: crm lead/merge keystroke mistake, revert remove of minus
bzr revid: dle@openerp.com-20130402131434-jkap5399rrfq8rm5
2013-04-02 15:14:34 +02:00
dle@openerp.com 6f3ba2a572 [FIX]crm: crm lead/opp merge, if merged stage not in sales team and same type (lead/opp)n choose first stage of the sales team with the same type
bzr revid: dle@openerp.com-20130402125809-4qzwe1nm0nkrx283
2013-04-02 14:58:09 +02:00
dle@openerp.com 9c1b0f6164 [FIX]crm: crm lead/opp merge, when opp has stage with state cancel, then it is less important than leads with stage which are not in state cancel
bzr revid: dle@openerp.com-20130402101331-12skhykfzrv35nno
2013-04-02 12:13:31 +02:00
dle@openerp.com 2d925d5c27 [FIX]crm: crm merge tests testing new merge behaviour (opps before leads)
bzr revid: dle@openerp.com-20130329130615-gbjqw0x2ybeekext
2013-03-29 14:06:15 +01:00
dle@openerp.com 58a31f00d8 [FIX]crm: crm lead merge, add create_date in argument for sorting
bzr revid: dle@openerp.com-20130329115908-gjia2se2kgnkaahh
2013-03-29 12:59:08 +01:00
dle@openerp.com 3679b0c44c [FIX]crm: convert lead to opportunity, opportunity always win vs lead, even if lead.stage > opp.lead
bzr revid: dle@openerp.com-20130329111609-7v516rnid2ytk836
2013-03-29 12:16:09 +01:00
Thibault Delavallée 3dc1a58ed5 [FIX] crm, email_template: fixed help messages talking about partners and leads instead of leads and partners... well, I think this comment is not very understandable, but at least there is a commit message. Horray.
bzr revid: tde@openerp.com-20130313121221-lo0kmkt2lltyr94e
2013-03-13 13:12:21 +01:00
Thibault Delavallée 2f4a59fd06 [IMP] email_template, crm: added forgotten filters for opt-out; cleaned help of opt-out; email body is back into internal note as it has been decided that it was too much change for 7.0, especially that email content parsing is not robust enough.
bzr revid: tde@openerp.com-20130313112013-veqzplextey1300p
2013-03-13 12:20:13 +01:00
Thibault Delavallée d130a05e8c [FIX] crm, email_template: opt_out parameter used only for mass mailing and marketing campaigns. Updated help accordingly.
bzr revid: tde@openerp.com-20130308124753-dzt5e5nf7zpaq2dk
2013-03-08 13:47:53 +01:00
Thibault Delavallée 864ff38236 [IMP] CRM: when processing incoming emails to create a lead, do not add the email content as description.
bzr revid: tde@openerp.com-20130307153216-hab124jnmcmj3dm8
2013-03-07 16:32:16 +01:00
Thibault Delavallée c164cac08c [IMP] crm: logging/schedulign a call now adds the description in the chatter message.
bzr revid: tde@openerp.com-20130306140107-myvtia1tsham9yuv
2013-03-06 15:01:07 +01:00
Thibault Delavallée 6de2650299 [IMP] Suggested recipients: check whether an email is linked to a partner.
bzr revid: tde@openerp.com-20130228170546-t04n73pvuwtp20jh
2013-02-28 18:05:46 +01:00
Thibault Delavallée 3131bcaf49 [MERGE] Sync with 7.0
bzr revid: tde@openerp.com-20130228091737-z87qfktspdqs1l71
2013-02-28 10:17:37 +01:00
Thibault Delavallée 081ef3d91e [REV] crm: new_send_mail code is back, because can't delete code called by views.
bzr revid: tde@openerp.com-20130228091612-dtue2pr0c3y4zqz1
2013-02-28 10:16:12 +01:00
Quentin (OpenERP) d1219f9a97 [FIX] crm: if email_from was not valid, the merge of lead was crashing with 'list index out of range' error (trying to reach first element of [])
bzr revid: qdp-launchpad@openerp.com-20130227121506-guwlypemmyl2tvgk
2013-02-27 13:15:06 +01:00
Thibault Delavallée c5e395ec49 [REM] Crm: removed 'send mail' button and related function. Cleaned poportunity basic template.
bzr revid: tde@openerp.com-20130226113624-0znlq3eihuzfbutm
2013-02-26 12:36:24 +01:00
Thibault Delavallée a07bd2dbf4 [FIX] CRM: suggeste recipint for partner OR email, not both.
bzr revid: tde@openerp.com-20130222101434-moh3clokcbf5gmsw
2013-02-22 11:14:34 +01:00
Thibault Delavallée 4c98128d11 [IMP] mail: remove auto_follow on user_id field. Replaced by partner suggestion on user_id, based on message_get_suggested_partners called in Chatter. Improved JS code, to handle various case (partner without email, email without partner, partner with email).
bzr revid: tde@openerp.com-20130221184243-pu2tgtlanh34onpr
2013-02-21 19:42:43 +01:00
Thibault Delavallée c494212dbf [MERGE] Sync with 7.0
bzr revid: tde@openerp.com-20130221130023-u481oijd6fcy73hf
2013-02-21 14:00:23 +01:00
Quentin (OpenERP) 8711625764 [FIX] merge of leads/opps with attachments
bzr revid: qdp-launchpad@openerp.com-20130220140936-qy04t7hjebsc9tgg
2013-02-20 15:09:36 +01:00
Thibault Delavallée c3b6408715 [IMP] Chatter: refactoring of 'include new emails/partners' in Chatter compose. It does not create partner everytime; discarding the creation popup discards the creation and addition as recipient.
bzr revid: tde@openerp.com-20130220124923-w3e9hxomniphadj7
2013-02-20 13:49:23 +01:00
Josse Colpaert 22184bda0e [FIX] Will bring attachments together when merging leads/opportunities
bzr revid: jco@openerp.com-20130220124052-8zf2pkqn4oy4y4qw
2013-02-20 13:40:52 +01:00
dle@openerp.com 719a708579 [MERGE]Latest 7.0
bzr revid: dle@openerp.com-20130212133730-azwne7kp2uzuzxm5
2013-02-12 14:37:30 +01:00
dle@openerp.com f9f5b19fc2 [FIX]stages with sequence 0 was regarded as canceled, because of 0 meaned false. Replaced and assignment expression with if
bzr revid: dle@openerp.com-20130212133632-i1wqwo3jrwy07fvl
2013-02-12 14:36:32 +01:00
Antony Lesuisse ec6a6782c9 [FIX] crm merge dont tamper fields constant
bzr revid: al@openerp.com-20130208172025-cj4mzshz9j3jmui5
2013-02-08 18:20:25 +01:00
dle@openerp.com c84d60a74e [FIX]Forget to re-revert ,.join
bzr revid: dle@openerp.com-20130206132219-o1y154vo40r0rsyx
2013-02-06 14:22:19 +01:00
dle@openerp.com 808fb96ded [REVERT]lead merge text contact back to , instead of line return
bzr revid: dle@openerp.com-20130206131234-9y73kgq6nqplt2lt
2013-02-06 14:12:34 +01:00
dle@openerp.com fb58f9290b [FIX]crm lead: When merge, logger message display now Merged lead or merged opportunity depending on the initial type
bzr revid: dle@openerp.com-20130206111536-qbc70bqrweotwj1f
2013-02-06 12:15:36 +01:00