Daily updates from Odoo
Tuesday, June 11, 2019
5 changes
Enhancements to existing features
CRM now estimates lead success probability automatically using past won and lost leads instead of relying only on sales stages. This gives sales teams more data-driven prioritization while still allowing users to manually override a lead's probability when needed.
Original PR description
This merge replaces the stage based probability on leads by a new Predictive Lead scoring mechanism based on Naive Bayes Probability computation theorem. Probability are now computed automatically based on past experience (already lost and won leads) and based on multiple criteria (field values on leads). The user is still able to set a probability on a lead manually, or come back to a automated probability, both via the lead form. A cron runs every day to rebuild the frequency table and to recompute all the active pending leads. See sub commits for more details. Special thanks to @awa-odoo who did his job. Quite well indeed! Special thanks to @tbe-odoo who helped me for testing and performance optimisation. Task ID : 1925439 NOTE : This task must be followed by task ID 2008365 : Remove old lead scoring system
The CRM now supports predictive lead scoring with clearer handling of sales probabilities and won or lost stages. This helps sales teams better prioritize opportunities and manage pipeline outcomes with more accurate guidance.
The website CRM scoring app now aligns with the newer predictive lead scoring approach, using lead data and won-stage signals instead of fixed probabilities tied to sales stages. This should make opportunity scoring more data-driven and adaptable, while also adding language as an optional factor in scoring calculations.
Original PR description
This merge is the continuity of Community PR #33589 and adapt the website_crm_sroce module to work with the new PLS mechanism. See sub commit for more details. Task ID : 1925439 NOTE : This task must be followed by task ID 2008365 : Remove old lead scoring system
Field service teams get a clearer end-to-end task flow covering time tracking, validation, invoicing, worksheet reporting, and sales order handling. The update also improves access roles, onboarding, demo data, and automatically handles stock moves for materials used from field service tasks.
Original PR description
This merge contains many commits with different goals. Some are purely technical: - cleaning code - do some technical renaming - move some code parts Some provides functionnal features: - auto validation of stock moves when creating a sales order from a FSM task - ability to set the timesheet timer in "pause" state - allow user to print and send worksheet report (custom report, form view converted into qweb template yeay !) - fix FSM access groups - rewrite the flow of a FSM task with a state machine: record time, validate, invoice, send report, ... See subcommits for more details. A phase 3 is plan to still improve this "so quickly merged" feature. Task-1943792
Adds predictive scoring to CRM leads so sales teams can better prioritize opportunities based on their likelihood to convert. The update includes company-level settings, stage controls, manual score overrides, and daily recalculation to keep lead probabilities current.