d7af813044
[MERGE] [FIX] crm: fixed lead to opportunity wizard customer creation policy (opw 596231).
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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
8be0a5a8e1
[FIX]crm: several calls to _get_id for external id 'categ_phone2' which were not surrounded by try except ValueError
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bzr revid: dle@openerp.com-20131114095721-v22dl5yc8bzhvevf
2013-11-14 10:57:21 +01:00
5be6edcec8
[FIX]crm: wizard lead to opportunities, match exact email, insensitive
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bzr revid: dle@openerp.com-20130930141202-ghnujem348kydd2m
2013-09-30 16:12:02 +02:00
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)
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lp bug: https://launchpad.net/bugs/1208436 fixed
bzr revid: rgo@tinyerp.com-20130807094630-efk7yo1ia27vpq5i
2013-08-07 15:16:30 +05:30
9d9e3d2ef8
[IMP] Improve typos in warning (Grammar mistake, Capitalize title, Typos)
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bzr revid: chm@openerp.com-20130607113829-1mi6jk18c2v3jjhn
2013-06-07 13:38:29 +02:00
b551e04dcd
[IMP] CRM: phonecall scheduling: opportunity description not in phonecall description anymore; move a field in form view to be more user friendly.
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bzr revid: tde@openerp.com-20130307162851-jmic921ixzjop44g
2013-03-07 17:28:51 +01:00
0333d5954f
[FIX]Convert to opportunity do not shown lead/opp with state done, remove invisible of user_id in views
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bzr revid: dle@openerp.com-20130208104713-8tg3n6yui3wgsd2o
2013-02-08 11:47:13 +01:00
83dd5d14b0
[FIX]Remove useless print, useless partner_id redifining, invisible context for section_id
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bzr revid: dle@openerp.com-20130205100940-fc272ogg3v58j3hj
2013-02-05 11:09:40 +01:00
191ff031c9
[FIX]Merge lead/opportunities
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bzr revid: dle@openerp.com-20130205095028-vomxadw2sy3lck9x
2013-02-05 10:50:28 +01:00
1b9503923c
[FIX]Merge Lead/Opp on convert to opportunity
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bzr revid: dle@openerp.com-20130204175106-q2r6xmox16co4n35
2013-02-04 18:51:06 +01:00
91954d029f
[FIX] crm leads merge views and action = merge not well placed
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bzr revid: hacker_on_test_server-20130201161850-m9xnp901la968ogo
2013-02-01 17:18:50 +01:00
ef30f3a6a8
[FIX]Convert to opportunities
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bzr revid: hacker_on_test_server-20130201141811-s3byg8g19mya0fuk
2013-02-01 15:18:11 +01:00
822d1b3d13
crm merge fix
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bzr revid: al@openerp.com-20130201104728-35rh2flvyjq8pxkn
2013-02-01 11:47:28 +01:00
6072fd11af
[MERGE] merged trunk.
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bzr revid: vmt@openerp.com-20121210111654-0pm3pupnqqeip52n
2012-12-10 12:16:54 +01:00
808850ec54
[IMP] _find_matching_partner() method
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also minor doc imp
bzr revid: abo@openerp.com-20121206160553-upxra7pkab3vhi1g
2012-12-06 17:05:53 +01:00
e7f4891d46
[IMP] use the openerp namespace.
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bzr revid: vmt@openerp.com-20121206145632-0h1coh5aaem65wsy
2012-12-06 15:56:32 +01:00
1df211b693
[IMP] rename methods in crm_lead and crm_phonecall:
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in these classes, the method convert_partner() is now named handle_partner_assignation()
also the method in crm_phonecall has received the same refactoring than the one in crm_lead
documentation has been improved
these two method are a pure code duplication and would deserve a refactoring
bzr revid: abo@openerp.com-20121205192146-rogbsln3atcm1lvt
2012-12-05 20:21:46 +01:00
fdfb872c68
[IMP] code style
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bzr revid: abo@openerp.com-20121205184617-ohe292g8zp2x83jq
2012-12-05 19:46:17 +01:00
825472c6a7
[IMP] remove the make_partner() method which wasn't in use anywhere anymore
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bzr revid: abo@openerp.com-20121205171815-ztd21cjrfi0cy1vr
2012-12-05 18:18:15 +01:00
1dba8eb0c3
[FIX] typo in docstring
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bzr revid: abo@openerp.com-20121204153544-ungdrl3sf88h3ej0
2012-12-04 16:35:44 +01:00
4f1e657da7
[IMP] we actually can merge more than two opps together
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bzr revid: abo@openerp.com-20121203164026-jd722eo3h2vqwfkq
2012-12-03 17:40:26 +01:00
a9f67c3729
[IMP] indentation
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bzr revid: abo@openerp.com-20121130165958-eg00un2qhipubcwr
2012-11-30 17:59:58 +01:00
4e64f8e96f
[WIP] redirect to the right view (opp or lead)
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improve documentation and code style
bzr revid: abo@openerp.com-20121120181333-ho2zu27q1qs2hoe5
2012-11-20 19:13:33 +01:00
3dba2e5586
[IMP] remove a write() that sincerely seems useless
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improve some var names
bzr revid: abo@openerp.com-20121119181224-c206f0xzuxw2hes0
2012-11-19 19:12:24 +01:00
9591811eb4
[IMP] use a many2many_tags widget instead of an array for the salesmen field in the massive conversion wizard
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bzr revid: abo@openerp.com-20121115171958-wdnkhjqfp18qdfi6
2012-11-15 18:19:58 +01:00
fda57cd226
[IMP] remove whitespaces
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bzr revid: abo@openerp.com-20121115171457-al3d1r0qz0fv2s0c
2012-11-15 18:14:57 +01:00
6974be3d6d
[IMP] remove dead code from crm_partner_to_opportunity and crm_phonecall_to_opportunity
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fp and al judged that phonecall2opp wizard was just a 'one more click' step
instead of the wizard, a phonecall will directly be converted into an opp when clicking on the 'Convert to opp' button (todo)
tests have been adapted, but some tests are still missing like 'merge lead with opp' or 'merge leads together' (todo)
documentation has been improved
bzr revid: abo@openerp.com-20121114184134-m37k9mwsq2hclgii
2012-11-14 19:41:34 +01:00
e6bfe6583e
[IMP] rename lead2partner (again) into crm.partner.binding; also rephrase the documentation
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bzr revid: abo@openerp.com-20121113172235-j6ngsolg0wbu84yg
2012-11-13 18:22:35 +01:00
357a407738
[IMP] take both partner_name AND contact_name into account while looking for a matching partner
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slightly improve code style
bzr revid: abo@openerp.com-20121112142158-5kgxn23ji5ubuura
2012-11-12 15:21:58 +01:00
3b2b5f31b9
[WIP] rename 'lead2partner' into 'generate.partner' for more clarity
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bzr revid: abo@openerp.com-20121112133033-urh3emybeabfvdxm
2012-11-12 14:30:33 +01:00
ffbb5bacbd
[WIP] remove dead code from previous 2partner wizards, and start refactirubg some parts of the code
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bzr revid: abo@openerp.com-20121112121743-ilsr59d6juacodj2
2012-11-12 13:17:43 +01:00
5b5951143c
[IMP] remove dead code from the deprecated phonecall2partner wizard view
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bzr revid: abo@openerp.com-20121112121505-0oaozvs14xr8i1gv
2012-11-12 13:15:05 +01:00
ef241cf6bb
[IMP] remove dead code from the deprecated lead2partner wizard view
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bzr revid: abo@openerp.com-20121112114639-411nkyl7ne188ug8
2012-11-12 12:46:39 +01:00
730c3f940c
[IMP] indentation
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bzr revid: abo@openerp.com-20121112114108-p7qt0owe8lnljn27
2012-11-12 12:41:08 +01:00
cccbbdfbb2
[IMP] indentation
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bzr revid: abo@openerp.com-20121112101514-5da79d21g009t8o1
2012-11-12 11:15:14 +01:00
9c3aefeb02
[IMP] indentation
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bzr revid: abo@openerp.com-20121108175841-mf5c1jhywj07cvvk
2012-11-08 18:58:41 +01:00
48bf8e72da
[IMP] minor imp of code style
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bzr revid: abo@openerp.com-20121107161142-c5iqr501mxbghy82
2012-11-07 17:11:42 +01:00
efd48ffbef
[WIP] fix the duplicate partner creation when converting a lead to opportunity
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lp bug: https://launchpad.net/bugs/1065751 fixed
bzr revid: abo@openerp.com-20121106175142-eoozcwd8xz5412mk
2012-11-06 18:51:42 +01:00
17f1e6a12c
[IMP] default value for Planned Date field
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bzr revid: shp@tinyerp.com-20121012052927-y7njhusx5emlxf4j
2012-10-12 10:59:27 +05:30
22d2823e74
[FIX] leads merge feature
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bzr revid: abo@openerp.com-20120927134513-pi9wr5vt0f02bqsu
2012-09-27 15:45:13 +02:00
93f9d1f3cf
[IMP] leads2opportunity views
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these improvements are based on some APR remarks aiming to simplify these views
bzr revid: abo@openerp.com-20120926163110-1eblgmiol140ep8l
2012-09-26 18:31:10 +02:00
47f237fa3c
[IMP] indentation
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bzr revid: abo@openerp.com-20120926155450-ebhc7xaiz0d0roto
2012-09-26 17:54:50 +02:00
392d0ff664
[IMP] code style, comments
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bzr revid: abo@openerp.com-20120926154232-yzg3rlpknaqqpzza
2012-09-26 17:42:32 +02:00
d6daf0ff88
[MERGE]
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bzr revid: fp@tinyerp.com-20120926085454-0tk5yhd664es3kk1
2012-09-26 10:54:54 +02:00
acf3ddf809
[IMP] crm : when lead has already a customer assigned to it and we click on convert to opp, it should not propose to create new customer in that wizard, it should give option 'Link to an Existing Customer' with the customer assigned to that lead.
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bzr revid: mdi@tinyerp.com-20120926051933-59ln6fw4q0uz6mvp
2012-09-26 10:49:33 +05:30
34935043bc
[IMP] crm : when lead has already a customer assigned to it and we click on convert to opp, it should not propose to create new customer in that wizard, it should give option 'Link to an Existing Customer' with the customer assigned to that lead.
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bzr revid: mdi@tinyerp.com-20120918071815-n1x7v0wvaarpyc1r
2012-09-18 12:48:15 +05:30
4efd1a346c
[IMP] usability improvements
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bzr revid: fp@tinyerp.com-20120912175527-lru5i9rltp1qnnrg
2012-09-12 19:55:27 +02:00
48c081f271
[MERGE] Merged with addons/trunk.
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bzr revid: tde@openerp.com-20120904075142-4xnbxyf52ph0jezj
2012-09-04 09:51:42 +02:00
4deba0a548
[IMP] removed unused actions
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bzr revid: fp@openerp.com-20120903060200-4p32jlxqeq2pn30h
2012-09-03 08:02:00 +02:00
971756e016
[FIX] crm: correct mass conversion wizard defaults, fixes crm tests
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bzr revid: odo@openerp.com-20120824161320-mdfqibfe53v2op79
2012-08-24 18:13:20 +02:00
Thibault Delavallée
Denis Ledoux
Ravi Gohil (OpenERP)
Christophe Matthieu
dle@openerp.com
Antony Lesuisse
Vo Minh Thu
Antonin Bourguignon
pankita shah (Open ERP)
Fabien Pinckaers
Divyesh Makwana (Open ERP)
Fabien Pinckaers
Olivier Dony