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Monday, January 27, 2020
1 change · master
Resolved issues and error corrections
The CRM Helpdesk conversion wizard now creates support tickets more reliably while respecting existing access rules. Salespeople can convert leads without gaining broader ticket visibility, and ticket details like customer email are preserved more accurately.
Original PR description
PURPOSE Add tests for crm to ticket convert wizard and fix some issues raised by those tests. SPECIFICATIONS Improve access rights management added at ac4bd87 . This wizard adds read and create…
PURPOSE
Add tests for crm to ticket convert wizard and fix some issues raised by
those tests.
SPECIFICATIONS
Improve access rights management added at ac4bd87 . This wizard adds read and
create access for salesmen on tickets, to allow them to create tickets from
leads. However there are access rights issues raised notably by posting process
linked to automatic templates that require write access. Moreover this would
give salesmen more read rights than helpdesk users, limited to their own
tickets.
We choose to simply remove those rights and do the ticket creation using
superuser access rights, as access on origin lead is already required. Wizard
now redirects on either ticket if rights are granted, either on archived lead.
In this merge we also
* avoid user making the convert to be added as ticket follower as salesmen
will normally not follow the ticket process;
* fix some issues linked to convertion, notably email forced to False even
if customer has a valid one but not the lead;
Finally tests are added to ensure wizard behavior.
LINKS
Task ID 2181662
PR #7935