Commit Graph

141 Commits

Author SHA1 Message Date
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
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
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
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
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
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
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 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
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
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
dle@openerp.com 9d2cf73253 [FIX]crm: lead/opp convert/opp wizard: Add salesperson and salesteam in wizard form
bzr revid: dle@openerp.com-20130417161703-z3id6hb20c9pceho
2013-04-17 18:17:03 +02:00
dle@openerp.com 0333d5954f [FIX]Convert to opportunity do not shown lead/opp with state done, remove invisible of user_id in views
bzr revid: dle@openerp.com-20130208104713-8tg3n6yui3wgsd2o
2013-02-08 11:47:13 +01:00
dle@openerp.com 83dd5d14b0 [FIX]Remove useless print, useless partner_id redifining, invisible context for section_id
bzr revid: dle@openerp.com-20130205100940-fc272ogg3v58j3hj
2013-02-05 11:09:40 +01:00
dle@openerp.com 191ff031c9 [FIX]Merge lead/opportunities
bzr revid: dle@openerp.com-20130205095028-vomxadw2sy3lck9x
2013-02-05 10:50:28 +01:00
dle@openerp.com 1b9503923c [FIX]Merge Lead/Opp on convert to opportunity
bzr revid: dle@openerp.com-20130204175106-q2r6xmox16co4n35
2013-02-04 18:51:06 +01:00
hacker on test server 91954d029f [FIX] crm leads merge views and action = merge not well placed
bzr revid: hacker_on_test_server-20130201161850-m9xnp901la968ogo
2013-02-01 17:18:50 +01:00
hacker on test server ef30f3a6a8 [FIX]Convert to opportunities
bzr revid: hacker_on_test_server-20130201141811-s3byg8g19mya0fuk
2013-02-01 15:18:11 +01:00
Antony Lesuisse 822d1b3d13 crm merge fix
bzr revid: al@openerp.com-20130201104728-35rh2flvyjq8pxkn
2013-02-01 11:47:28 +01:00
Vo Minh Thu 6072fd11af [MERGE] merged trunk.
bzr revid: vmt@openerp.com-20121210111654-0pm3pupnqqeip52n
2012-12-10 12:16:54 +01:00
Vo Minh Thu e7f4891d46 [IMP] use the openerp namespace.
bzr revid: vmt@openerp.com-20121206145632-0h1coh5aaem65wsy
2012-12-06 15:56:32 +01:00
Antonin Bourguignon a9f67c3729 [IMP] indentation
bzr revid: abo@openerp.com-20121130165958-eg00un2qhipubcwr
2012-11-30 17:59:58 +01:00
Antonin Bourguignon e6bfe6583e [IMP] rename lead2partner (again) into crm.partner.binding; also rephrase the documentation
bzr revid: abo@openerp.com-20121113172235-j6ngsolg0wbu84yg
2012-11-13 18:22:35 +01:00
Antonin Bourguignon 3b2b5f31b9 [WIP] rename 'lead2partner' into 'generate.partner' for more clarity
bzr revid: abo@openerp.com-20121112133033-urh3emybeabfvdxm
2012-11-12 14:30:33 +01:00
Antonin Bourguignon ffbb5bacbd [WIP] remove dead code from previous 2partner wizards, and start refactirubg some parts of the code
bzr revid: abo@openerp.com-20121112121743-ilsr59d6juacodj2
2012-11-12 13:17:43 +01:00
Antonin Bourguignon cccbbdfbb2 [IMP] indentation
bzr revid: abo@openerp.com-20121112101514-5da79d21g009t8o1
2012-11-12 11:15:14 +01:00
Antonin Bourguignon 48bf8e72da [IMP] minor imp of code style
bzr revid: abo@openerp.com-20121107161142-c5iqr501mxbghy82
2012-11-07 17:11:42 +01:00
Antonin Bourguignon efd48ffbef [WIP] fix the duplicate partner creation when converting a lead to opportunity
lp bug: https://launchpad.net/bugs/1065751 fixed

bzr revid: abo@openerp.com-20121106175142-eoozcwd8xz5412mk
2012-11-06 18:51:42 +01:00
Antonin Bourguignon 392d0ff664 [IMP] code style, comments
bzr revid: abo@openerp.com-20120926154232-yzg3rlpknaqqpzza
2012-09-26 17:42:32 +02:00