Commit Graph

613 Commits

Author SHA1 Message Date
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
dle@openerp.com 4b2556736e [FIX]if convert lead to opp, if result merged data stage is not in sales team, then set the stage of the sales team with the lowest sequence
bzr revid: dle@openerp.com-20130206110656-3tz2gccn8i3fu29w
2013-02-06 12:06:56 +01:00
dle@openerp.com 5c7ab68ccf [FIX]crm lead opportunity merge/convert order by sequence desc instead of create_date
bzr revid: dle@openerp.com-20130205170641-mduj04o1ge0ze7qr
2013-02-05 18:06:41 +01:00
dle@openerp.com 2e416db0d0 [FIX]crm lead opportunity merge/convert order by sequence desc instead of create_date
bzr revid: dle@openerp.com-20130205163502-0zty8byrs3em2kmd
2013-02-05 17:35:02 +01:00
dle@openerp.com 00b6936b70 [FIX]Convert to opportunity. Take oldest opportunity stage except cancel
bzr revid: dle@openerp.com-20130205145146-w1yqv4hqtwbskso0
2013-02-05 15:51:46 +01:00
dle@openerp.com ae3ec8e758 [MERGE]Latest trunk
bzr revid: dle@openerp.com-20130205130032-x942wxg9srzxbw5e
2013-02-05 14:00:32 +01:00
dle@openerp.com cfd09ab190 [FIX]Merge notify
bzr revid: dle@openerp.com-20130205113024-fo5suvqitcalgd2m
2013-02-05 12:30:24 +01:00
dle@openerp.com 952ee17989 [FIX]Fix redirect to opportunity
bzr revid: dle@openerp.com-20130205101822-l7w2h1rz3utsonur
2013-02-05 11:18:22 +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
Thibault Delavallée d26dcb7f0f [IMP] crm: lead -> opportunity: when creating a new customer, use strong info about customer name or throw a warning instead of guessing from email or subject. Purpose: avoid having bloated partner database.
bzr revid: tde@openerp.com-20130201120424-y16ni0ztp7ciu8e0
2013-02-01 13:04:24 +01:00
Thibault Delavallée 08ca917d5b [FIX] Fixed the fix, because actually we could have a contact_email and not a contact_name according to the regex. Should be working fine now.
bzr revid: tde@openerp.com-20130131160924-cp0xcj7nm7zbb07v
2013-01-31 17:09:24 +01:00
Thibault Delavallée cc79a9b3b6 [FIX] crm: lead to opportunity conversion: when creating a customer, use the email_from to try to find a name to the partner before using the subject.
bzr revid: tde@openerp.com-20130131152820-wyz2026n0hdr87dn
2013-01-31 16:28:20 +01:00
Thibault Delavallée e9f6e0036e [IMP] crm_lead: message_new now uses the on_change_partner_id to set the address of the partner of the lead, if any.
bzr revid: tde@openerp.com-20130129143815-37voxmjw22eop7jl
2013-01-29 15:38:15 +01:00
Olivier Dony a26b66dbf5 [FIX] mail_thread subclasses: message_new() should copy the author_id if one was identified
bzr revid: odo@openerp.com-20130115134359-mczjs42f4gchrk7d
2013-01-15 14:43:59 +01:00
Quentin (OpenERP) 7ec52bb84b [FIX] crm: at lead creation, take into account the type given in vals to find the stage_id (if not provided) + refactoring of create() of tasks, project issues and leads
bzr revid: qdp-launchpad@openerp.com-20130115100353-z35mqrwij936n54s
2013-01-15 11:03:53 +01:00
Olivier Dony ad70edb40b [FIX] mail_thread subclasses: message_new must not override the explicitly provided ``custom_values``
This was the case before, but was broken involuntarily during the
big mail refactoring for v7. The default values provided by
custom message_new methods should only be used as defaults.

bzr revid: odo@openerp.com-20130110172723-ym7mcmdllcucj0j3
2013-01-10 18:27:23 +01:00
Fabien Pinckaers d3348706d9 [MERGE] clean convert to opporunity wizard
bzr revid: fp@tinyerp.com-20130107173037-ssam27a2acba7v23
2013-01-07 18:30:37 +01:00
Thibault Delavallée 8da57cbd2e [IMP] crm, project, project_issue: reply_to address is now the alias of the parent section, project, project, if any.
bzr revid: tde@openerp.com-20130103170316-8n6d8u0h14dy4x48
2013-01-03 18:03:16 +01:00
Thibault Delavallée 8a89312742 [FIX] crm, project, project_issue: default stage_id at creation should not overwrite values given in create values if any.
bzr revid: tde@openerp.com-20130103150653-nlwp0u8bt2ljs3uc
2013-01-03 16:06:53 +01:00