Daily updates from Odoo
Wednesday, December 12, 2018
3 changes
Enhancements to existing features
This update standardizes how Odoo checks permissions for creating, editing, completing, and deleting activities. Users will only see activity actions they are allowed to use, improving consistency and reducing confusion while keeping activity ownership tied to the standard creator field.
Original PR description
This merge improves code of access rights checks when creating or updating activities. Several points triggers this commit * we would like to use _filter_access_rules and override it on activities…
This merge improves code of access rights checks when creating or updating activities. Several points triggers this commit * we would like to use _filter_access_rules and override it on activities model in order to be more standard; * we would like to get rid of sudo used in various CRUD overrides as using standard ORM method allows to correctly use current user; * we would like to get rid of create_user_id field once we can keep the current user as create_uid; Access rights are a bit updated. They are now the following * you can create activities for documents like posting messages (using _mail_post_access attribute; if not defined, write access on document is required); * you can read activities for documents you can read; * you can write and unlink activities either following the defined access rule (created OR assigned), and otherwise like posting messages ( using _mail_post_access attribute; if not defined, write access on document is required); In this merge we also hide edit / mark as done / cancel buttons for activities the current user cannot modify. Finally create_user_id field related to activities is replaced by create_uid everywhere. This commit is linked to task ID 1856417.
CRM activity reports now include clearer labels, better organized filters and groupings, and new predefined options to help users find relevant KPIs faster. The reporting also gives a more complete view of lead activity by including user messages and notes from completed activities, while removing misleading measures.
Original PR description
This commit improves the CRM reporting by: - adding new field on the report model - providing new predefined filters for users - renaming labels to be more precise - reorganizing filter and group by Main purpose is to ease finding usefull KPI for the user, and make the activity reporting a bit less confusing and limited. Task-1862209 -- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
Sales teams can now include lead scores as a measure in CRM activity reports. This makes it easier to compare activities against lead quality and focus reporting on the opportunities most likely to convert.
Original PR description
This commit allows user to make reporting with the lead score as measure, on the activity report. Task-1862209