Tuesday, October 19, 2021
5 changes · master
Enhancements to existing features
Fleet vehicle records now include a clear button to view and add related documents, making it easier for teams to manage paperwork directly from the vehicle form. Related attachment handling was also improved so documents can be filtered and uploads can be guided through the intended document flow.
Original PR description
task-2144780 Description of the issue/feature this PR addresses: Current behavior before PR: Desired behavior after PR is merged: -- I confirm I have signed the CLA and read the PR guidelines at www.odoo.com/submit-pr
This update makes the reseller workflow easier to set up and use by adding default partner levels and activation stages, clearer labels, and helpful guidance in configuration screens. It also improves opportunity handling by showing assigned partners more clearly, counting their related opportunities, and giving users better feedback when required address or country information is missing.
Original PR description
PURPOSE Light Usability improvements for Reseller module. SPECIFICATIONS - Adding some demo data for the menu items Partner Level and Activations to make sure that user's aren't completely stuck…
PURPOSE
Light Usability improvements for Reseller module.
SPECIFICATIONS
- Adding some demo data for the menu items Partner Level and Activations to
make sure that user's aren't completely stuck until they find the menu items.
-> Partner Level : Bronze, Silver, Gold
-> Partner Activations : First Contact, Ramp-up, Fully Operational
- Adding action helper for menu items Partner Level and Partner Activations.
-> Partner Level :
Create a Partner Level
Partner Levels allow you to rank up your Partners based on their
performances.
-> Partner Activations :
Create a Partner Activation
Those are used to know where your Partners stand in your onboarding
process.
- Changing name of the menu item "Partner Level" to "Partner Levels".
- Changing Partner Levels and Activation in res.partner form selection to
standard many2one.
- In the partner form changing the location of geolocation to below the groups.
- In kanban view displaying the record to which the partner is assigned, if
there is no assigned partners it will show nothing.
- Change the "Title" label to "Opportunity" in portal, because people think it's
a title as "Doctor" or "Mister".
- In portal while creating new Opportunity the "Opportunity" field will
auto-filled as "contact name's opportunity" when contact name is entered.
- The "opportunities" stat button (res.partner) will show opportunities where
the partner is either customer or assignated partner.
- From crm.lead form letting users to create new Assigned Partner on the fly.
But since the domain requires some basic configs, a new partner won't appear
in the next searches to prevent this, when a new partner is created through
here, we will add it the lowest activation and level possible.
LINKS
PR #67524
Task 2443894Merging multiple CRM leads now keeps more valuable information, including revenue details, tags, enrichment data, event links, and the most complete address. Recent active followers are also carried over, helping sales teams retain context and avoid losing useful history during cleanup.
Original PR description
Purpose ======= Add more fields when we merge multiple leads to be sure not to lose valuable information. Specifications ============== New fields merged ----------------- Those fields are now…
Purpose ======= Add more fields when we merge multiple leads to be sure not to lose valuable information. Specifications ============== New fields merged ----------------- Those fields are now propagated to the destination, - referred - color - recurring_revenue - recurring_plan - function - lang_id - date_deadline - reveal_id - lead_mining_request_id - reveal_ip - reveal_iap_credits - reveal_rule_id - event_lead_rule_id - event_id - lost_reason (if the destination lead is lost) - iap_enrich_done - tag_ids The address is taken from the lead with the most non-empty address fields (sorted by highest rank if multiple leads have the same amount of non-empty fields). Followers --------- When merging multiple leads, we want to move the followers to the destination lead if they posted a message in the last 30 days. A message will be added in the merge note to know which followers have been added. Views ----- Remove the "groups" attribute on the recurring revenue fields. Instead we hide them directly in the views. Task-2447721
Approval categories can now ask approvers to respond one after another instead of all at once. This gives businesses more control over approval workflows, helping ensure each step is reviewed in the right order before moving forward.
Original PR description
Allows an approval category to request approval from the approvers one after the other. TaskID: 2641574
Fleet vehicle files can now be managed through the Documents app, making it easier to store and find documents linked to a specific vehicle. Users can attach documents to vehicles from Documents and open a vehicle's related documents directly from the vehicle form.
Original PR description
integrate fleet and documents to gets access to a vehicle document if attached as other modules integrated with documents, - add a settings in document to link attachment of a fleet to a the document app - if a doc is uploaded through the document app, be able to link it to a specific a car - vehicle form view: add a stat button to have documents task-2144780