Tuesday, September 28, 2021
2 changes · master
Enhancements to existing features
The SMS list now shows message statuses more clearly with simple color badges and no full-row highlighting. Users can also send, cancel, or retry SMS messages directly from the list, making day-to-day message handling faster and easier.
Original PR description
Generic UX improvements: - better visualization of the status of the SMS - buttons to directly retry, send or cancel an SMS from the list view * move the 'sms status' field to the right of the 'error…
Generic UX improvements:
- better visualization of the status of the SMS
- buttons to directly retry, send or cancel an SMS from the list view
* move the 'sms status' field to the right of the 'error code' one
* use the badge widget for the status
* remove the colors on the whole lines
* add an 'fa-paper-plane send now' button
only visible if the status is 'in queue'
clicking on this button should effectively send the SMS
* add an 'fa-times-circle cancel' button
only visible if the status is 'in queue' or 'error'
clicking on this button should switch the sms to the 'canceled' state
* add an 'fa-repeat retry' button
only visible if the status is 'error' or 'canceled'
clicking on this button should switch the sms to the 'in queue' state
taskid: 2535005
Description of the issue/feature this PR addresses:
Current behavior before PR:
Desired behavior after PR is merged:
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I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-prCRM lead enrichment now runs shortly after new leads are created by default, helping sales teams receive enriched lead details sooner. The update also improves CRM form labels, keeps manual enrichment available, and replaces noisy credit-shortage chatter messages with clearer on-screen notifications.
Original PR description
PURPOSE Cleanup automatic enrichment of leads. SPECIFICATIONS Right now, when we choose to automatically enrich the leads from CRM settings, it activates a cron to periodically enrich the leads using…
PURPOSE Cleanup automatic enrichment of leads. SPECIFICATIONS Right now, when we choose to automatically enrich the leads from CRM settings, it activates a cron to periodically enrich the leads using IAP service. This commit improves the behavior by enriching the leads after the records creation using cron trigger. That way it is done nearly after creation and user gets enrich information sooner. To make it clear to users, the description for 'auto' mode is improved to 'Enrich all leads on creation'. Also, now we select 'auto' mode by default instead of 'manual', and display 'Enrich' button on form view irrespective of the selected mode (if lead meets certain conditions) unlike before. Rest of the behavior is still same as before. For example, we still have server action which can enrich the selected leads in batch, which is useful if there are existing leads before we enable 'Lead Enrichment' feature. SIDE SPECIFICATIONS Improve lead / opportunity marketing information display on form view. Send html toast notifications when running out of IAP credits for enrich. Fix some corner cases for lead enrich (involving probability, email). LINKS Task-2269743