oca/crm

Odoo CRM, Mail & Newsletter advanced features

crm

TODO: add repo description.

Available addons

addon	version	maintainers	summary
crm_claim	15.0.1.1.0		Track your customers/vendors claims and grievances.
crm_claim_type	15.0.1.0.0		Claim types for CRM
crm_industry	15.0.1.1.1		Link leads/opportunities to industries
crm_lead_code	15.0.1.0.0		Sequential Code for Leads / Opportunities
crm_lead_firstname	15.0.1.0.1		Specify split names for contacts in leads
crm_lead_vat	15.0.1.1.0		Add VAT field to leads
crm_location	15.0.1.0.2		CRM location
crm_multicompany_reporting_currency	15.0.1.0.3		Adds Amount in multicompany reporting currency to CRM Lead
crm_partner_assign	15.0.0.2.0		Assign a Partner to an Opportunity/Lead/Partner to indicate Partnership
crm_phonecall	15.0.1.1.2		CRM Phone Calls
crm_phonecall_planner	15.0.1.0.2		Schedule phone calls according to some criteria
crm_phonecall_summary_predefined	15.0.1.0.0		Allows to choose from a defined summary list
crm_project	15.0.1.0.3		Create Tasks from Leads/Opportunities
crm_project_task	15.0.1.1.1		Create tasks from lead or opportunity
crm_salesperson_planner	15.0.3.0.0		Crm Salesperson Planner
crm_salesperson_planner_sale	15.0.1.0.0		Crm Salesperson Planner Sale
crm_security_group	15.0.1.2.0		Add new group in Sales to show only CRM
crm_stage_probability	15.0.1.0.0		Define fixed probability on the stages
crm_won_reason	15.0.1.0.0		CRM won reason
crm_won_restrict_per_stage	15.0.1.0.0		CRM Won Restrict Per Stage
marketing_crm_partner	15.0.1.0.0		Copy tracking fields from leads to partners

Licenses

This repository is licensed under AGPL-3.0.

However, each module can have a totally different license, as long as they adhere to Odoo Community Association (OCA) policy. Consult each module's __manifest__.py file, which contains a license key that explains its license.

---

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

crm's Issues

crm_lead_product if more than 1 product added to lead, the result on analysis (cr.product.report) is corrupted

[12.] crm_phonecall_planner: improve inheritance crm_phonecall

Hi,
at the moment it's not possible to use crm_phonecall, crm_phonecall_summary_predefined and crm_phonecall_planner at the same time in Odoo 12.0 without problems.

In PR #327 inheritance of crm_phonecall 13.0 has been improved.
Is this breaking change also allowed in V12?

I would like to do some PR's for all the 3 mentioned addons in 12.0.

Error crm_claim Migration to version 10

This is the error that the server show to me in the migration process from the version 8 to the 10 version of the crm_claim module.

Lot of thanks, regards.

ProgrammingError: relation "crm_team_claim_stage_rel" does not exist
LINE 1: ..."crm_claim_stage"."id" in (SELECT "stage_id" FROM "crm_team_...

[11.0][crm_claim]AttributeError: module 'odoo.addons' has no attribute 'base'

Testing the odoo connection behind serveo i got this problem:

odoo.web      | Traceback (most recent call last):
odoo.web      |   File "/usr/lib/python3/dist-packages/gevent/pywsgi.py", line 884, in handle_one_response
odoo.web      |     self.run_application()
odoo.web      |   File "/usr/lib/python3/dist-packages/gevent/pywsgi.py", line 870, in run_application
odoo.web      |     self.result = self.application(self.environ, self.start_response)
odoo.web      |   File "/usr/lib/python3/dist-packages/odoo/service/wsgi_server.py", line 166, in application
odoo.web      |     return application_unproxied(environ, start_response)
odoo.web      |   File "/usr/lib/python3/dist-packages/odoo/service/wsgi_server.py", line 154, in application_unproxied
odoo.web      |     result = handler(environ, start_response)
odoo.web      |   File "/usr/lib/python3/dist-packages/odoo/http.py", line 1297, in __call__
odoo.web      |     self.load_addons()
odoo.web      |   File "/usr/lib/python3/dist-packages/odoo/http.py", line 1319, in load_addons
odoo.web      |     m = __import__('odoo.addons.' + module)
odoo.web      |   File "<frozen importlib._bootstrap>", line 969, in _find_and_load
odoo.web      |   File "<frozen importlib._bootstrap>", line 958, in _find_and_load_unlocked
odoo.web      |   File "<frozen importlib._bootstrap>", line 664, in _load_unlocked
odoo.web      |   File "<frozen importlib._bootstrap>", line 634, in _load_backward_compatible
odoo.web      |   File "/usr/lib/python3/dist-packages/odoo/modules/module.py", line 82, in load_module
odoo.web      |     exec(open(modfile, 'rb').read(), new_mod.__dict__)
odoo.web      |   File "<string>", line 5, in <module>
odoo.web      |   File "/var/lib/odoo/addons/11.0/crm/crm_claim/models/__init__.py", line 5, in <module>
odoo.web      |     from . import crm_claim
odoo.web      |   File "/var/lib/odoo/addons/11.0/crm/crm_claim/models/crm_claim.py", line 11, in <module>
odoo.web      |     class CrmClaim(models.Model):
odoo.web      |   File "/var/lib/odoo/addons/11.0/crm/crm_claim/models/crm_claim.py", line 65, in CrmClaim
odoo.web      |     selection=odoo.addons.base.res.res_request.referenceable_models,
odoo.web      | AttributeError: module 'odoo.addons' has no attribute 'base'
odoo.web      | {'CONTENT_LENGTH': '119',
odoo.web      |  'CONTENT_TYPE': 'application/json',
odoo.web      |  'GATEWAY_INTERFACE': 'CGI/1.1',
odoo.web      |  'HTTP_ACCEPT': 'application/json, text/javascript, */*; q=0.01',
odoo.web      |  'HTTP_ACCEPT_ENCODING': 'gzip, deflate, br',
odoo.web      |  'HTTP_ACCEPT_LANGUAGE': 'es-ES,es;q=0.9',
odoo.web      |  'HTTP_CONNECTION': 'close',
odoo.web      |  'HTTP_COOKIE': 'frontend_lang=es_CO; '
odoo.web      |                 'csrftoken=FOVTYyj5elZpC0pphC9WlhWgEZ334uvirAwiEBDKTJo7n77gJhUj7DyP6kMVb1YK; '
odoo.web      |                 'sessionid=vxkrwceaixim12zwi0a5fedgx40wkioc; djdt=hide; '
odoo.web      |                 'session_id=bca828cab233dbe1c7e2204e6b9104d5a25674cc',
odoo.web      |  'HTTP_HOST': 'localhost',
odoo.web      |  'HTTP_ORIGIN': 'http://localhost',
odoo.web      |  'HTTP_REFERER': 'http://localhost/web?debug',
odoo.web      |  'HTTP_USER_AGENT': 'Mozilla/5.0 (X11; Linux x86_64) AppleWebKit/537.36 '
odoo.web      |                     '(KHTML, like Gecko) Chrome/67.0.3396.79 Safari/537.36',
odoo.web      |  'HTTP_X_DEBUG_MODE': '',
odoo.web      |  'HTTP_X_FORWARDED_FOR': '172.18.0.1',
odoo.web      |  'HTTP_X_FORWARDED_PROTO': 'http',
odoo.web      |  'HTTP_X_REAL_IP': '172.18.0.1',
odoo.web      |  'HTTP_X_REQUESTED_WITH': 'XMLHttpRequest',
odoo.web      |  'PATH_INFO': '/longpolling/poll',
odoo.web      |  'QUERY_STRING': '',
odoo.web      |  'REMOTE_ADDR': '172.18.0.5',
odoo.web      |  'REMOTE_PORT': '46338',
odoo.web      |  'REQUEST_METHOD': 'POST',
odoo.web      |  'SCRIPT_NAME': '',
odoo.web      |  'SERVER_NAME': 'd9c112b828f8',
odoo.web      |  'SERVER_PORT': '8072',
odoo.web      |  'SERVER_PROTOCOL': 'HTTP/1.0',
odoo.web      |  'SERVER_SOFTWARE': 'gevent/1.1 Python/3.5',
odoo.web      |  'wsgi.errors': <_io.TextIOWrapper name='<stderr>' mode='w' encoding='UTF-8'>,
odoo.web      |  'wsgi.input': <gevent.pywsgi.Input object at 0x7fcc5a09ef48>,
odoo.web      |  'wsgi.multiprocess': False,
odoo.web      |  'wsgi.multithread': False,
odoo.web      |  'wsgi.run_once': False,
odoo.web      |  'wsgi.url_scheme': 'http',
odoo.web      |  'wsgi.version': (1, 0)} failed with AttributeError
odoo.web      | 

Why?

Is Transifex working for this repository?

I can't find this project on Transifex.

8.0 - crm.action - Migration error from 8.0.1.1.0

Migrating to versión 8.0.1.2.0 from version 8.0.1.1.0 crm.action module displays the following error:

Traceback (most recent call last): File "/home/odoo/odoo-dev/odoo/openerp/service/server.py", line 936, in preload_registries registry = RegistryManager.new(dbname, update_module=update_module) File "/home/odoo/odoo-dev/odoo/openerp/modules/registry.py", line 370, in new openerp.modules.load_modules(registry._db, force_demo, status, update_module) File "/home/odoo/odoo-dev/odoo/openerp/modules/loading.py", line 351, in load_modules force, status, report, loaded_modules, update_module) File "/home/odoo/odoo-dev/odoo/openerp/modules/loading.py", line 255, in load_marked_modules loaded, processed = load_module_graph(cr, graph, progressdict, report=report, skip_modules=loaded_modules, perform_checks=perform_checks) File "/home/odoo/odoo-dev/odoo/openerp/modules/loading.py", line 142, in load_module_graph migrations.migrate_module(package, 'pre') File "/home/odoo/odoo-dev/odoo/openerp/modules/migration.py", line 171, in migrate_module migrate(self.cr, pkg.installed_version) File "/home/odoo/odoo-dev/extra_addons/base-crm-sale/crm_action/migrations/8.0.1.2.0/pre-migration.py", line 11, in migrate 'ALTER TABLE "crm_action_type" RENAME "is_active" TO "active"') File "/home/odoo/odoo-dev/odoo/openerp/sql_db.py", line 158, in wrapper return f(self, *args, **kwargs) File "/home/odoo/odoo-dev/odoo/openerp/sql_db.py", line 234, in execute res = self._obj.execute(query, params) ProgrammingError: column "is_active" does not exist

Thanks

[9.0] crm_phonecall error on install

Hello,

While trying to install crm_phonecall, I get this error, due to missing dependency openupgradelib. I dot think I should have this installed, so I file this bug.

Thank you,
B

Odoo Server Error

Traceback (most recent call last):
  File "C:\Program Files (x86)\Odoo 9.0\server\.\openerp\http.py", line 660, in _handle_exception
  File "C:\Program Files (x86)\Odoo 9.0\server\.\openerp\http.py", line 697, in dispatch
  File "C:\Program Files (x86)\Odoo 9.0\server\.\openerp\http.py", line 333, in _call_function
  File "C:\Program Files (x86)\Odoo 9.0\server\.\openerp\service\model.py", line 118, in wrapper
  File "C:\Program Files (x86)\Odoo 9.0\server\.\openerp\http.py", line 326, in checked_call
  File "C:\Program Files (x86)\Odoo 9.0\server\.\openerp\http.py", line 976, in __call__
  File "C:\Program Files (x86)\Odoo 9.0\server\.\openerp\http.py", line 526, in response_wrap
  File "C:\Program Files (x86)\Odoo 9.0\server\openerp\addons\web\controllers\main.py", line 901, in call_button
  File "C:\Program Files (x86)\Odoo 9.0\server\openerp\addons\web\controllers\main.py", line 889, in _call_kw
  File "C:\Program Files (x86)\Odoo 9.0\server\.\openerp\api.py", line 250, in wrapper
  File "C:\Program Files (x86)\Odoo 9.0\server\openerp\addons\base\module\module.py", line 460, in button_immediate_install
  File "C:\Program Files (x86)\Odoo 9.0\server\.\openerp\api.py", line 250, in wrapper
  File "C:\Program Files (x86)\Odoo 9.0\server\openerp\addons\base\module\module.py", line 535, in _button_immediate_function
  File "C:\Program Files (x86)\Odoo 9.0\server\.\openerp\modules\registry.py", line 386, in new
  File "C:\Program Files (x86)\Odoo 9.0\server\.\openerp\modules\loading.py", line 378, in load_modules
  File "C:\Program Files (x86)\Odoo 9.0\server\.\openerp\modules\loading.py", line 271, in load_marked_modules
  File "C:\Program Files (x86)\Odoo 9.0\server\.\openerp\modules\loading.py", line 145, in load_module_graph
  File "D:\odoo\linked\crm_phonecall\hooks.py", line 28, in rename_xmlids_hook
ImportError: No module named openupgradelib

I do not have much experience with OpenUpgrade, but it seems that the migration part included in the crm_phonecall module is not following the general approach, as openupgrade.rename_xmlids is always called from inside OpenUpgrade, not from the modules proper.

any idea?

The crm_lead_vat's description could be more precise

Hi,

I'm referring to this module : https://github.com/OCA/crm/tree/13.0/crm_lead_vat

The description says "This module was written to extend the functionality of CRM leads to support setting the VAT."

I would detail what "VAT" means. I guess it's "Value added tax".
Writing "VAT (value added tax)" would be easier for people (who come from all over the world and speak multiple languages) to understand.

Thanks for your great work!

How

I dont know how to install this in my Odoo, first at all I am using Odoo 11, and when I tried to install CRM Phonecalls, I have an Error.

Error:
Odoo Server Error

Traceback (most recent call last):
File "/opt/odoo/odoo/http.py", line 647, in _handle_exception
return super(JsonRequest, self)._handle_exception(exception)
File "/opt/odoo/odoo/http.py", line 307, in _handle_exception
raise pycompat.reraise(type(exception), exception, sys.exc_info()[2])
File "/opt/odoo/odoo/tools/pycompat.py", line 87, in reraise
raise value
File "/opt/odoo/odoo/http.py", line 689, in dispatch
result = self._call_function(**self.params)
File "/opt/odoo/odoo/http.py", line 339, in _call_function
return checked_call(self.db, *args, **kwargs)
File "/opt/odoo/odoo/service/model.py", line 97, in wrapper
return f(dbname, *args, **kwargs)
File "/opt/odoo/odoo/http.py", line 332, in checked_call
result = self.endpoint(*a, **kw)
File "/opt/odoo/odoo/http.py", line 933, in call
return self.method(*args, **kw)
File "/opt/odoo/odoo/http.py", line 512, in response_wrap
response = f(*args, **kw)
File "/opt/odoo/addons/web/controllers/main.py", line 934, in call_button
action = self._call_kw(model, method, args, {})
File "/opt/odoo/addons/web/controllers/main.py", line 922, in _call_kw
return call_kw(request.env[model], method, args, kwargs)
File "/opt/odoo/odoo/api.py", line 689, in call_kw
return call_kw_multi(method, model, args, kwargs)
File "/opt/odoo/odoo/api.py", line 680, in call_kw_multi
result = method(recs, *args, **kwargs)
File "", line 2, in button_immediate_install
File "/opt/odoo/odoo/addons/base/module/module.py", line 71, in check_and_log
return method(self, *args, **kwargs)
File "/opt/odoo/odoo/addons/base/module/module.py", line 448, in button_immediate_install
return self._button_immediate_function(type(self).button_install)
File "/opt/odoo/odoo/addons/base/module/module.py", line 541, in _button_immediate_function
modules.registry.Registry.new(self._cr.dbname, update_module=True)
File "/opt/odoo/odoo/modules/registry.py", line 85, in new
odoo.modules.load_modules(registry._db, force_demo, status, update_module)
File "/opt/odoo/odoo/modules/loading.py", line 343, in load_modules
loaded_modules, update_module)
File "/opt/odoo/odoo/modules/loading.py", line 242, in load_marked_modules
loaded, processed = load_module_graph(cr, graph, progressdict, report=report, skip_modules=loaded_modules, perform_checks=perform_checks)
File "/opt/odoo/odoo/modules/loading.py", line 135, in load_module_graph
registry.init_models(cr, model_names, {'module': package.name})
File "/opt/odoo/odoo/modules/registry.py", line 307, in init_models
model.init()
TypeError: init() missing 1 required positional argument: 'cr'

Server error when merging partner if an abstract model has a reference field in the registry

Impacted versions: v8

Steps to reproduce:
have an abstract model with a reference field

Current behavior:
SQL exception (search on non existing table due to the abstract nature of the model)

Screenshots:

First select the contacts to merge like this:

after that just push on "Comprobar selección" or "comprobate selection"
and they will give us this message error:

this issue was fixed on v9,v10 and v11 here :

odoo/odoo#21137
odoo/odoo#20210

the solution for fix it is put this check:

if not proxy_model._auto:
     continue

crm_claim: date_close

The date_close field of the crm_claim module is invisible and does not function in the template changes the value of this field. What would be the logic to finalize a claim, or this is at the discretion of who uses the module to customize.

[12.0] [crm_claim] Sale_orders link to claim_id and auto-invoice stock_picking to out_refund invoices?

There are 2 ideas that may be useful:

• To the sale_orders add a claim_id field related to crm_claim, in such a way that by means of a button inside each crm_claim, orders linked to that claim could be created. Also, there would be a different numbering sequence for these orders.

• If we add a field in the crm_claim_category of auto-invoice, it could be done that for each incoming stock_picking (return) that is Done, it looks for the outgoing stock_picking, the sale_order, the invoice that has been created and from that invoice, create an out_refund invoke with the lines and quantities of the products that have been received in the stock_picking (as long as there is NO crm_claim linked to the sale_order with the type auto-invoice).
  Note: The auto-invoice type in the crm_claim_category is necessary because for example for claims that are the fault of the transport, even if the products return, a corrective invoice should NOT be generated.

Currently we use these 2 things and they are useful to us, but we wanted to know if there is something similar and / or if it would be interesting to add it to the community.

[11.0] crm_phonecall error on "Schedule Another Call"

There seems an error while Schedule Another Call from CRM -> Phone Calls -> Logged Calls

Pre-commit run -a fail

pre-commit run -a fail saying $HOME/.cache/pre-commit/reposly06dak/py_env-python3/bin/python: No module named pip

If I copy pre-commit configuration files from management-system all run correctly. With OCA/knowledge is the same. How I can comunicate/solve this?

runbot test: - does not prevent for double booking

I've just testet this module on runbot and it does not prevent for double booking any resource even if 'allow double booking' is disabled

does someone have the same experience on runbot?

crm_phonecall_summary_predefined breaks crm.phonecall2phonecall wizard

summary_id field is missing in the phonecall2phonecall wizard.
As the summary_id is mandatory and not set through the wizard, it returns a mandatory field error.
see the code here

[NEW] Make activities persistent as db record

Hi,

this is a feature request according to https://odoo-community.org/page/specify

My idea:

• It should be possible to keep the finished activities in the database and not having them only as log entry. This would help to keep track of them with reports and start analysing. It should be possible to lock and unlock them.

Kind regards
Jo

In crm_lead_website should have as clicable the link

Otherwise, you have to copy and paste the URL.

Calendar Resources - Show Resource's Calendar

How is it possible for the calendar users to see the resource's calendar in order to check, when a certain resource is available without trial and error to book it.

Lead Line Product V12

Odoo Server Error
Traceback (most recent call last):
File "/odoo12c/odoo12c-server/odoo/http.py", line 656, in _handle_exception
return super(JsonRequest, self)._handle_exception(exception)
File "/odoo12c/odoo12c-server/odoo/http.py", line 314, in _handle_exception
raise pycompat.reraise(type(exception), exception, sys.exc_info()[2])
File "/odoo12c/odoo12c-server/odoo/tools/pycompat.py", line 87, in reraise
raise value
File "/odoo12c/odoo12c-server/odoo/http.py", line 698, in dispatch
result = self._call_function(**self.params)
File "/odoo12c/odoo12c-server/odoo/http.py", line 346, in _call_function
return checked_call(self.db, *args, **kwargs)
File "/odoo12c/odoo12c-server/odoo/service/model.py", line 97, in wrapper
return f(dbname, *args, **kwargs)
File "/odoo12c/odoo12c-server/odoo/http.py", line 339, in checked_call
result = self.endpoint(*a, **kw)
File "/odoo12c/odoo12c-server/odoo/http.py", line 941, in call
return self.method(*args, **kw)
File "/odoo12c/odoo12c-server/odoo/http.py", line 519, in response_wrap
response = f(*args, **kw)
File "/odoo12c/odoo12c-server/addons/web/controllers/main.py", line 962, in call_kw
return self._call_kw(model, method, args, kwargs)
File "/odoo12c/odoo12c-server/addons/web/controllers/main.py", line 954, in _call_kw
return call_kw(request.env[model], method, args, kwargs)
File "/odoo12c/odoo12c-server/odoo/api.py", line 749, in call_kw
return _call_kw_multi(method, model, args, kwargs)
File "/odoo12c/odoo12c-server/odoo/api.py", line 736, in _call_kw_multi
result = method(recs, *args, **kwargs)
File "/odoo12c/odoo12c-server/odoo/models.py", line 2774, in read
self._read_from_database(stored, inherited)
File "/odoo12c/odoo12c-server/odoo/models.py", line 2927, in _read_from_database
values = [convert(value, target, validate=False) for value in values]
File "/odoo12c/odoo12c-server/odoo/models.py", line 2927, in
values = [convert(value, target, validate=False) for value in values]
File "/odoo12c/odoo12c-server/odoo/fields.py", line 1736, in convert_to_cache
raise TypeError("%s (field %s) must be string or datetime, not date." % (value, self))
TypeError: 2019-09-20 (field crm.product.report.date_deadline) must be string or datetime, not date.

lettermgmt: semantics of send_id, recipient_ids, partner_id, extern_partner_ids

@bwrsandman,

I'm now busy porting lettermgmt to 8.0 and I'm a bit confused about the semantics of the fields mentioned above. In 6.0, there was snd_rec_id and partner_id which was respectively the user who sent a letter and the partner to receive it if it's an outgoing letter, while snd_rec_id was the addressee and partner_id the sender if it's an incoming letter.

Now in 7.0, the incoming letter form gives me partner_id as recipient and send_id as sender. I don't understand the reasoning here, shouldn't it be the other way around, that I send something to a partner and the sender necessarily is a user?

Then for outgoing letters, we have recipient_ids (which refers to res.users) as recipients and no sender. There's also extern_partner_ids what I would have expected as the recipients field.

What do I misunderstand here?

Migrating Letter Management to v11

Hello,
any one can help me to migrating lettermgmt v10 to v11?
I downloaded the last ver and putted it to module folders and changed all openerp values to doo
and now when i try to install it i get this error that there is no res.letter model exist
any help for next step will be great
this is the track content

---

error:
Odoo Server Error

Traceback (most recent call last):
File "/opt/odoo/models.py", line 1036, in _validate_fields
check(self)
File "/opt/odoo/addons/base/ir/ir_ui_view.py", line 335, in check_xml
self.postprocess_and_fields(view.model, view_doc, view.id)
File "/opt/odoo/addons/base/ir/ir_ui_view.py", line 993, in postprocess_and_fields
self.raise_view_error(('Model not found: %(model)s') % dict(model=model), view_id)
File "/opt/odoo/addons/base/ir/ir_ui_view.py", line 509, in raise_view_error
raise ValueError(message)
ValueError: model not found : res.letter

Error context:
View Outbound Letter Tree
[view_id: 1566, xml_id: n/a, model: res.letter, parent_id: n/a]

During handling of the above exception, another exception occurred:

Traceback (most recent call last):
File "/opt/odoo/tools/convert.py", line 744, in parse
self._tags[rec.tag](rec, de, mode=mode)
File "/opt/odoo/tools/convert.py", line 654, in _tag_record
id = self.env(context=rec_context)['ir.model.data']._update(rec_model, self.module, res, rec_id or False, not self.isnoupdate(data_node), noupdate=self.isnoupdate(data_node), mode=self.mode)
File "/opt/odoo/addons/base/ir/ir_model.py", line 1482, in _update
record = record.create(values)
File "/opt/odoo/addons/base/ir/ir_ui_view.py", line 398, in create
return super(View, self).create(self._compute_defaults(values))
File "/opt/odoo/models.py", line 3381, in create
self._fields[key].determine_inverse(record)
File "/opt/odoo/fields.py", line 1071, in determine_inverse
getattr(records, self.inverse)()
File "/opt/odoo/addons/base/ir/ir_ui_view.py", line 266, in _inverse_arch
view.write(data)
File "/opt/odoo/addons/base/ir/ir_ui_view.py", line 414, in write
return super(View, self).write(self._compute_defaults(vals))
File "/opt/odoo/models.py", line 3090, in write
self._write(old_vals)
File "/opt/odoo/models.py", line 3256, in _write
self._validate_fields(vals)
File "/opt/odoo/models.py", line 1040, in validate_fields
raise ValidationError("%s\n\n%s" % (("Error while validating constraint"), tools.ustr(e)))
odoo.exceptions.ValidationError: ('Error while validating constraint\n\ model not found : res.letter\n\nError context:\nView Outbound Letter Tree\n[view_id: 1566, xml_id: n/a, model: res.letter, parent_id: n/a]', None)

During handling of the above exception, another exception occurred:

Traceback (most recent call last):
File "/opt/odoo/http.py", line 650, in _handle_exception
return super(JsonRequest, self)._handle_exception(exception)
File "/opt/odoo/http.py", line 310, in _handle_exception
raise pycompat.reraise(type(exception), exception, sys.exc_info()[2])
File "/opt/odoo/tools/pycompat.py", line 87, in reraise
raise value
File "/opt/odoo/http.py", line 692, in dispatch
result = self._call_function(**self.params)
File "/opt/odoo/http.py", line 342, in _call_function
return checked_call(self.db, *args, **kwargs)
File "/opt/odoo/service/model.py", line 97, in wrapper
return f(dbname, *args, **kwargs)
File "/opt/odoo/http.py", line 335, in checked_call
result = self.endpoint(*a, **kw)
File "/opt/odoo/http.py", line 936, in call
return self.method(*args, **kw)
File "/opt/odoo/http.py", line 515, in response_wrap
response = f(*args, **kw)
File "/opt/odoo/addons/web/controllers/main.py", line 935, in call_button
action = self._call_kw(model, method, args, {})
File "/opt/odoo/addons/web/controllers/main.py", line 923, in _call_kw
return call_kw(request.env[model], method, args, kwargs)
File "/opt/odoo/api.py", line 689, in call_kw
return call_kw_multi(method, model, args, kwargs)
File "/opt/odoo/api.py", line 680, in call_kw_multi
result = method(recs, *args, **kwargs)
File "", line 2, in button_immediate_install
File "/opt/odoo/addons/base/module/module.py", line 71, in check_and_log
return method(self, *args, **kwargs)
File "/opt/odoo/addons/base/module/module.py", line 448, in button_immediate_install
return self._button_immediate_function(type(self).button_install)
File "/opt/odoo/addons/base/module/module.py", line 541, in _button_immediate_function
modules.registry.Registry.new(self._cr.dbname, update_module=True)
File "/opt/odoo/modules/registry.py", line 85, in new
odoo.modules.load_modules(registry._db, force_demo, status, update_module)
File "/opt/odoo/modules/loading.py", line 380, in load_modules
loaded_modules, update_module, models_to_check)
File "/opt/odoo/modules/loading.py", line 274, in load_marked_modules
perform_checks=perform_checks, models_to_check=models_to_check
File "/opt/odoo/modules/loading.py", line 181, in load_module_graph
_load_data(cr, module_name, idref, mode, kind='data')
File "/opt/odoo/modules/loading.py", line 95, in _load_data
tools.convert_file(cr, module_name, filename, idref, mode, noupdate, kind, report)
File "/opt/odoo/tools/convert.py", line 791, in convert_file
convert_xml_import(cr, module, fp, idref, mode, noupdate, report)
File "/opt/odoo/tools/convert.py", line 852, in convert_xml_import
obj.parse(doc.getroot(), mode=mode)
File "/opt/odoo/tools/convert.py", line 741, in parse
self.parse(rec, mode)
File "/opt/odoo/tools/convert.py", line 751, in parse
exc_info[2]
File "/opt/odoo/tools/pycompat.py", line 86, in reraise
raise value.with_traceback(tb)
File "/opt/odoo/tools/convert.py", line 744, in parse
self._tags[rec.tag](rec, de, mode=mode)
File "/opt/odoo/tools/convert.py", line 654, in _tag_record
id = self.env(context=rec_context)['ir.model.data']._update(rec_model, self.module, res, rec_id or False, not self.isnoupdate(data_node), noupdate=self.isnoupdate(data_node), mode=self.mode)
File "/opt/odoo/addons/base/ir/ir_model.py", line 1482, in _update
record = record.create(values)
File "/opt/odoo/addons/base/ir/ir_ui_view.py", line 398, in create
return super(View, self).create(self._compute_defaults(values))
File "/opt/odoo/models.py", line 3381, in create
self._fields[key].determine_inverse(record)
File "/opt/odoo/fields.py", line 1071, in determine_inverse
getattr(records, self.inverse)()
File "/opt/odoo/addons/base/ir/ir_ui_view.py", line 266, in _inverse_arch
view.write(data)
File "/opt/odoo/addons/base/ir/ir_ui_view.py", line 414, in write
return super(View, self).write(self._compute_defaults(vals))
File "/opt/odoo/models.py", line 3090, in write
self._write(old_vals)
File "/opt/odoo/models.py", line 3256, in _write
self._validate_fields(vals)
File "/opt/odoo/models.py", line 1040, in validate_fields
raise ValidationError("%s\n\n%s" % (("Error while validating constraint"), tools.ustr(e)))
odoo.tools.convert.ParseError: "Error while validating constraint

model not found: res.letter

Error context:
View Outbound Letter Tree
[view_id: 1566, xml_id: n/a, model: res.letter, parent_id: n/a]
None" while parsing /opt/odoo/addons/lettermgmt/views/res_letter_view.xml:8, near

Outbound Letter Tree
res.letter

[8.0] crm_claim_type fails at update

Commit: 542109b02551d82e6f4ab29ab96cae34139e2fbe

When I try to update all modules it breaks

ParseError: "null value in column "name" violates not-null constraint
DETAIL:  Failing row contains (31, 1, 1, 2015-11-24 13:45:36.624852, 2015-11-24 13:45:36.624852, null, 1, null, null, f, null, t, null).
" while parsing /opt/local/odoo/addons-LPW/addons-community/oca/crm/crm_claim_type/data/crm_claim_stage.xml:4, near
<record id="crm_claim.stage_claim1" model="crm.claim.stage">
            <field name="claim_common">1</field>
        </record>

Error during installation of crm_phonecall

Example Sales Team name is missing a space

This is a training database on Odoo 12.0e (Enterprise Edition). Then if you go to CRM - Configuration - Sales Teams - Create, in the field for Sales Teams Name, there is a grey sales team name example that says "Salesteam name...". I believe that this should read" Sales Team name..."

[8.0][lettermgmt] Module simplification

I intend to use lettermgmt in our own company, but I found the module to be too much complicated for our current needs.

I'm wondering if @hbrunn or @bwrsandman can throw some clarification on a few things. I intend to improve the readme once I get a full sense of the module, and to further develop it.

Letter States / Workflow

Draft -> Created -> Validated -> Sent

What's the purpose of this workflow? Why having both Created and Validated?

Fields clarification / Intention

What's the purpose of these fields? Can you provide examples?

parent: How can a letter be parent/child of another letter?
thread / child_ids: I take it it's related to parent.. but can't seem to find an use case.

type: What's the type of letter? Is it the courier / postal service used? (IE: "48hs delivery") Could it be the kind of envelope used?
class: ¿? Is this supposed to be like internal categories of letters? (IE: "Invoice", "Receipt".. )
channel: Courier / postal service? Internal office? (IE: "FedEx" or maybe an internal office: "Front Desk")

rassigment_ids: Purpose/Example use case?

Letter Folders: Is it for big companies with a lot of letter transit locations?

install fail on odoo v12 CE

Will not install on above version. Throws an exception stating that no such module is found. Script refers seems to v12 not v12.0.1.0.0 so install cannot find the module even though it is in the add-on folder

[11.0][crm_claim]AttributeError: module 'odoo.addons' has no attribute 'base'

Hello,

I'm testing some modules from this repository, i hadn't problem before update the repository locally, all was well.

But i did need clear my database; after do that an try to create a new system i get a problem with the new addon in this repository:

accept connections
 salahaddin@TulipanROG  ~/Proyectos/Works/rotafilo   import-templates ✚ ● ?  docker exec -it odoo.web bash                                                                  ✔  4432  15:32:17
odoo@909e0366d2d5:/$ ls
bin   entrypoint.sh  lib    mnt   root  srv  usr        wkhtmltox.tar.xz
boot  etc            lib64  opt   run   sys  var
dev   home           media  proc  sbin  tmp  wkhtmltox
odoo@909e0366d2d5:/$ cat var/log/odoo/openerp-server.log
2018-07-03 12:31:47,567 58 ERROR ? werkzeug: Error on request:
Traceback (most recent call last):
  File "/usr/lib/python3/dist-packages/werkzeug/serving.py", line 205, in run_wsgi
    execute(self.server.app)
  File "/usr/lib/python3/dist-packages/werkzeug/serving.py", line 193, in execute
    application_iter = app(environ, start_response)
  File "/usr/lib/python3/dist-packages/odoo/service/wsgi_server.py", line 166, in application
    return application_unproxied(environ, start_response)
  File "/usr/lib/python3/dist-packages/odoo/service/wsgi_server.py", line 154, in application_unproxied
    result = handler(environ, start_response)
  File "/usr/lib/python3/dist-packages/odoo/http.py", line 1317, in __call__
    self.load_addons()
  File "/usr/lib/python3/dist-packages/odoo/http.py", line 1349, in load_addons
    m = __import__('odoo.addons.' + module)
  File "<frozen importlib._bootstrap>", line 969, in _find_and_load

  File "<frozen importlib._bootstrap>", line 958, in _find_and_load_unlocked

  File "<frozen importlib._bootstrap>", line 664, in _load_unlocked

  File "<frozen importlib._bootstrap>", line 634, in _load_backward_compatible

  File "/usr/lib/python3/dist-packages/odoo/modules/module.py", line 82, in load_module
    exec(open(modfile, 'rb').read(), new_mod.__dict__)
  File "<string>", line 5, in <module>

  File "/var/lib/odoo/addons/11.0/crm/crm_claim/models/__init__.py", line 5, in <module>
    from . import crm_claim
  File "/var/lib/odoo/addons/11.0/crm/crm_claim/models/crm_claim.py", line 11, in <module>
    class CrmClaim(models.Model):
  File "/var/lib/odoo/addons/11.0/crm/crm_claim/models/crm_claim.py", line 65, in CrmClaim
    selection=odoo.addons.base.res.res_request.referenceable_models,
AttributeError: module 'odoo.addons' has no attribute 'base'
2018-07-03 12:31:53,877 57 ERROR ? werkzeug: Error on request:
Traceback (most recent call last):
  File "/usr/lib/python3/dist-packages/werkzeug/serving.py", line 205, in run_wsgi
    execute(self.server.app)
  File "/usr/lib/python3/dist-packages/werkzeug/serving.py", line 193, in execute
    application_iter = app(environ, start_response)
  File "/usr/lib/python3/dist-packages/odoo/service/wsgi_server.py", line 166, in application
    return application_unproxied(environ, start_response)
  File "/usr/lib/python3/dist-packages/odoo/service/wsgi_server.py", line 154, in application_unproxied
    result = handler(environ, start_response)
  File "/usr/lib/python3/dist-packages/odoo/http.py", line 1317, in __call__
    self.load_addons()
  File "/usr/lib/python3/dist-packages/odoo/http.py", line 1349, in load_addons
    m = __import__('odoo.addons.' + module)
  File "<frozen importlib._bootstrap>", line 969, in _find_and_load

  File "<frozen importlib._bootstrap>", line 958, in _find_and_load_unlocked

  File "<frozen importlib._bootstrap>", line 664, in _load_unlocked

  File "<frozen importlib._bootstrap>", line 634, in _load_backward_compatible

  File "/usr/lib/python3/dist-packages/odoo/modules/module.py", line 82, in load_module
    exec(open(modfile, 'rb').read(), new_mod.__dict__)
  File "<string>", line 5, in <module>

  File "/var/lib/odoo/addons/11.0/crm/crm_claim/models/__init__.py", line 5, in <module>
    from . import crm_claim
  File "/var/lib/odoo/addons/11.0/crm/crm_claim/models/crm_claim.py", line 11, in <module>
    class CrmClaim(models.Model):
  File "/var/lib/odoo/addons/11.0/crm/crm_claim/models/crm_claim.py", line 65, in CrmClaim
    selection=odoo.addons.base.res.res_request.referenceable_models,
AttributeError: module 'odoo.addons' has no attribute 'base'
2018-07-03 12:31:59,093 60 ERROR ? werkzeug: Error on request:
Traceback (most recent call last):
  File "/usr/lib/python3/dist-packages/werkzeug/serving.py", line 205, in run_wsgi
    execute(self.server.app)
  File "/usr/lib/python3/dist-packages/werkzeug/serving.py", line 193, in execute
    application_iter = app(environ, start_response)
  File "/usr/lib/python3/dist-packages/odoo/service/wsgi_server.py", line 166, in application
    return application_unproxied(environ, start_response)
  File "/usr/lib/python3/dist-packages/odoo/service/wsgi_server.py", line 154, in application_unproxied
    result = handler(environ, start_response)
  File "/usr/lib/python3/dist-packages/odoo/http.py", line 1317, in __call__
    self.load_addons()
  File "/usr/lib/python3/dist-packages/odoo/http.py", line 1349, in load_addons
    m = __import__('odoo.addons.' + module)
  File "<frozen importlib._bootstrap>", line 969, in _find_and_load

  File "<frozen importlib._bootstrap>", line 958, in _find_and_load_unlocked

  File "<frozen importlib._bootstrap>", line 664, in _load_unlocked

  File "<frozen importlib._bootstrap>", line 634, in _load_backward_compatible

  File "/usr/lib/python3/dist-packages/odoo/modules/module.py", line 82, in load_module
    exec(open(modfile, 'rb').read(), new_mod.__dict__)
  File "<string>", line 5, in <module>

  File "/var/lib/odoo/addons/11.0/crm/crm_claim/models/__init__.py", line 5, in <module>
    from . import crm_claim
  File "/var/lib/odoo/addons/11.0/crm/crm_claim/models/crm_claim.py", line 11, in <module>
    class CrmClaim(models.Model):
  File "/var/lib/odoo/addons/11.0/crm/crm_claim/models/crm_claim.py", line 65, in CrmClaim
    selection=odoo.addons.base.res.res_request.referenceable_models,
AttributeError: module 'odoo.addons' has no attribute 'base'
2018-07-03 12:33:35,545 64 WARNING ? odoo.addons.base.ir.ir_cron: Skipping database rotafilo because of modules to install/upgrade/remove.
2018-07-03 12:33:38,530 65 WARNING ? odoo.addons.base.ir.ir_cron: Skipping database rotafilo because of modules to install/upgrade/remove.
2018-07-03 12:33:41,627 59 ERROR ? werkzeug: Error on request:
Traceback (most recent call last):
  File "/usr/lib/python3/dist-packages/werkzeug/serving.py", line 205, in run_wsgi
    execute(self.server.app)
  File "/usr/lib/python3/dist-packages/werkzeug/serving.py", line 193, in execute
    application_iter = app(environ, start_response)
  File "/usr/lib/python3/dist-packages/odoo/service/wsgi_server.py", line 166, in application
    return application_unproxied(environ, start_response)
  File "/usr/lib/python3/dist-packages/odoo/service/wsgi_server.py", line 154, in application_unproxied
    result = handler(environ, start_response)
  File "/usr/lib/python3/dist-packages/odoo/http.py", line 1317, in __call__
    self.load_addons()
  File "/usr/lib/python3/dist-packages/odoo/http.py", line 1349, in load_addons
    m = __import__('odoo.addons.' + module)
  File "<frozen importlib._bootstrap>", line 969, in _find_and_load

  File "<frozen importlib._bootstrap>", line 958, in _find_and_load_unlocked

  File "<frozen importlib._bootstrap>", line 664, in _load_unlocked

  File "<frozen importlib._bootstrap>", line 634, in _load_backward_compatible

  File "/usr/lib/python3/dist-packages/odoo/modules/module.py", line 82, in load_module
    exec(open(modfile, 'rb').read(), new_mod.__dict__)
  File "<string>", line 5, in <module>

  File "/var/lib/odoo/addons/11.0/crm/crm_claim/models/__init__.py", line 5, in <module>
    from . import crm_claim
  File "/var/lib/odoo/addons/11.0/crm/crm_claim/models/crm_claim.py", line 11, in <module>
    class CrmClaim(models.Model):
  File "/var/lib/odoo/addons/11.0/crm/crm_claim/models/crm_claim.py", line 65, in CrmClaim
    selection=odoo.addons.base.res.res_request.referenceable_models,
AttributeError: module 'odoo.addons' has no attribute 'base'

Again, I did the next:

1. I put down all system containers: odoo, db.
2. I destroyed all containers.
3. I restarted all containers: it creates a new database and system.
4. I entered in the localhost site and I proceded to create a new database in the database manager.

That's all, after that the system collapsed after I refreshed the browser and it doesn't works fine.

Why?

Testing with: Odoo 11.0-20180702 (Community Edition) in Docker.

Thank you very much!

can't delete contact after install mass_mailing_partner

when I try to delete any contact, the error shows:

AccessError

No value found for res.partner(7143,).mass_mailing_contacts

May I ask how to solve the problem? Thanks!

[RFC] Change visualization of crm.lead depending on the type

Affected versions: 9.0, 10.0

Current situation:
When user belongs to group crm.group_use_lead (config option 'Use leads if you need a qualification step before creating an opportunity or a customer'). if you open an opportunity from a URL, such as http://3290757-10-0-453fe4.runbot2.odoo-community.org/web?reload#id=5&view_type=form&model=crm.lead, it displays as if it was a lead:

However, this is not a lead! It does not say otherwise in the form view.

However it is not listed anymore under 'Leads', but under 'Opportunities':

The opportunity view is different from the lead view.

Perhaps in case the view to be represented should depend on the type (lead/opportunity)?

8.0 - mass_mailing_partner : only selected partners are moved in mailing list

Hi,

When selecting a list of partners to add to a mailing list, defining search criteria and clicking on top selection checkbox, only the partners selected in the first page (80 by default) are selected.
It's not possible to select all partners matching search criteria, unless displaying all lines in the list, which could be difficult for a large selection.
Is it "normal" ?

Migration to version 13.0

Todo

https://github.com/OCA/maintainer-tools/wiki/Migration-to-version-13.0

Modules to migrate

• crm_claim
• crm_claim_code - By @newtratip - #313 By @ernestotejeda - #379
• crm_claim_type
• crm_industry - By @skeller1 - #334
• crm_lead_code - By @murtuzasaleh - #296
• crm_lead_firstname
• crm_lead_product
• crm_lead_vat - By @newtratip - #309
• crm_location
• crm_location_nuts - By @mamcode - #341
• crm_meeting_commercial_partner - By @skeller1 - #333
• crm_phonecall - By @Tardo - #306
• crm_phonecall_summary_predefined - By @HaraldPanten - #324
• crm_sale_marketing
• crm_secondary_salesperson - By @victoralmau - #385
• crm_stage_type - By @skeller1 - #323
• marketing_crm_partner - By @skeller1 - #321

Missing module? Check https://github.com/OCA/maintainer-tools/wiki/%5BFAQ%5D-Missing-modules-in-migration-issue-list

I cannot login in runbots' "all" database

Whenever I do it, in any runbot, it throws a 404 error. Refreshing the page leads me to login again.

Question Performance after install of mass_mailing_partner

Hello. So it's been a couple of days since installing the module on our sandbox

We have about 10000 partner records and I have noticed that certain periods the server slows down a lot - response times of page refreshes both front end and back end are increased to 20- 30 seconds.

I have deleted spare databases and gone from a T2.small to T2.medium on aws and still get the same issue. it seems to happen every 4 hours.

Is there something like a cron job that works in the background and checks for changes in the database between statistics / partner / mass mailing?

With that number of records, do I need to increase the number of workers?

thanks
Jon

what about writing a letter with this module

Hi
so i would say what about writing a letter with this module instead with only tracking physical letters and parcels?!
since its an erp system so this not look fine to typing a letter with office software's and booking it manually then just tracking that in erp solutions, it would be great to typing letter inside of this module and get a serial number for tracking wokflow and entering physcal letters in same time with same systems too
:)

Adding a Parent-Child hierarchy on Sales Teams

Hello,

I'm actually missing a notion to indicate that a Sales Team is part of another Sales Team (ex: Sales Team Berlin is part of Sales Team Germany).
Therefore, we would like to add a 'Parent' field on the Sales Team form. It can afterwards be used in the reports to look at the pipeline / sales at parent level...

@qgroulard will make a pull request for this.

Migration to version 9.0

Todo

https://github.com/OCA/maintainer-tools/wiki/Migration-to-version-9.0

Modules to migrate

• crm_action - By @atularvind - #119
• crm_claim_code - By @cyrillgdn - #90
• crm_claim_merge here - By @mdietrichc2c - #93
• crm_claim_type - By @cyrilgdn - #92
• crm_deduplicate_acl - By @cubells - #122
• crm_deduplicate_by_website - By @cubells - #127
• crm_deduplcate_filter - By @cubells - #126
• crm_lead_code - By @atularvind - #120
• crm_lead_firstname
• crm_lead_lost_reason - Included in core
• crm_lead_stage_monitoring
• crm_location
• crm_phonecall_summary_predefined - By @cubells - #132
• crm_track_next_action
• crm_lead_address_street3
• crm_lead_sale_link
• lettermgmt - By @HardikG - #115
• lettermgmt_hr
• marketing_crm_partner - By @cubells - #123
• mass_mailing_partner
• newsletter
• partner_withdrawal

[RFC] Discusion about HelpDesk RoadMap

I will put here some features or changes about #225 to improve the HelpDesk:

• Make helpdesk independent of CRM. As in the Enterprise edition, I think that the help desk is a new area on its own. (We can connect this with crm or project throught other optional modules)

• Expand views for ticket management (Add Dashboard, kanban and pivot views for support teams)

• Add mail alias feature for ticket creation

• New module to connect Projects and Helpdesk Management

• Create mail templates and workflow for ticket - customer notifications

• New module to Portal tickets management.

Migration to version 10.0

Todo

https://github.com/OCA/maintainer-tools/wiki/Migration-to-version-10.0

Modules to migrate

• crm_action - By @qtheuret - #147 By @dsidorenkovas-rg - #211
• crm_claim - From Odoo core in 9.0 - By @cubells - #170
• crm_claim_code - By @cubells - #171
• crm_claim_type - By @bodedra - #180
• crm_deduplicate_acl - By @luismontalba - #152
• crm_deduplicate_filter - By @luismontalba - #159
• crm_lead_address_street3
• crm_lead_code - By @nicolasramos - #156
• crm_lead_lost_reason - Included in core
• crm_lead_sale_link
• crm_lead_stage_monitoring
• crm_lead_website - By @chienandalu - #151
• crm_location - By @luismontalba - #157
• crm_phonecall - By @cubells - #138
• crm_phonecall_summary_predefined - By @cubells - #144
• crm_sale_marketing - By @mreficent - #164
• crm_sector - By @luismontalba - #153
• crm_track_next_action
• lettermgmt
• lettermgmt_hr
• marketing_crm_partner - By @chienandalu - #175
• mass_mailing_partner
• newsletter
• partner_withdrawal

Question about Mandatory Partner and Partner Tag in mailing list form

module: mass_mailing_partner
version: 8.0

This is just a question : I can't see the usfullness of Mandatory Partner and Partner Tag in mailing list form
Could you explain how i'ts used

Thanks in advance

How can I push?

Hi,

how can I push changes(translations) or I just migrate crm_action from 8.0 to 10.0
I am already member of the OCA and listed as member in the OCA repository.

I want also help to migrate to 11.0 in different repositories?

[BUG] CRM menu is not loaded at all

Hi,

Impacted version: 11

The CRM module menu items stay hidden. Even though I have access to this menu, the permissions are correct.

The URL of Customer relation (CRM) ends with: web#menu_id=215&action=315. The menu_d 215 (data-menu-parent="215") is present in the HTML contents.

As I said earlier the URL is web#menu_id=215&action=315, the action will (315, whatever that is?), will cause the menu_id disappearing from the URL. Without action filled in in the URL the menu does appear correctly.

To put it simple, the action will cause the menu not being displayed, the menu_id will get removed from the URL because of the action parameter is filled-in.

HOWEVER, in other modules, the action will not prevent the menu from being loaded.

I don't see any javascript error.

You can see it yourself at: http://erp.melroy.org/.
You can use 'demo' / 'demo' on the testing database. Which has the correct rights.

Thanks in advance.

Kind regards,
Melroy van den Berg

crm_action: actions lost on merge

Hi,

I am using odoo 8 with installed crm_action, which works quite well. The only problem I encountered ist that when I merge a lead with an existing opportunity all actions from the lead are lost (deleted).

Is this by design? When I convert a lead to a new opportunity the actions are still accessible from the newly created opportunity.

Thanks!
Steve

Migration to version 12.0

Todo

https://github.com/OCA/maintainer-tools/wiki/Migration-to-version-12.0

Modules to migrate

• crm_claim - By @cristinamartinrod - #246
• crm_claim_code - By @elrodo1 - #266
• crm_claim_type - By @Tardo - #284
• crm_deduplicate_acl > partner_deduplicate_acl - By @victormmtorres - OCA/partner-contact#721
• crm_deduplicate_by_ref > partner_deduplicate_by_ref - By @chienandalu - OCA/partner-contact#820
• crm_deduplicate_by_website > partner_deduplicate_by_website - By @victormmtorres - OCA/partner-contact#768
• crm_deduplicate_filter > partner_deduplicate_filter - By @victormmtorres - OCA/partner-contact#726
• crm_industry - By @Tardo - #272
• crm_lead_code - By @keshrath - #253
• crm_lead_firstname - By @rven - #250
• crm_lead_vat - By @oihane - #285
• crm_location - By @Tardo - #273
• crm_location_nuts - By @Tardo - #270
• crm_meeting_commercial_partner - By @mreficent - #278
• crm_phonecall - By @anandkansagra - #247
• crm_phonecall_planner - By @Tardo - #297
• crm_phonecall_summary_predefined - By @anandkansagra - #252
• crm_sale_marketing - By @mreficent - #279
• crm_stage_type - By @mreficent - #280
• marketing_crm_partner - By @mreficent - #281

crm_location: Field location_id not showing due to dynamic view formatting

The field location_id is not displayed in the lead and opportunity view once you configure the user's company country due to the dynamic view formatting that takes place here

Steps to reproduce

1. Install crm_location in an empty new database. The country must not be set on the company
2. Create a new lead, the field location_id is displayed
3. Configure the company's contry (eg. Spain)
4. Create a new lead, the field is gone.

Migration to version 11.0

Todo

https://github.com/OCA/maintainer-tools/wiki/Migration-to-version-11.0

Modules to migrate

• calendar_resource - By @eilst - #224
• crm_action
• crm_claim - By @oihane - #184
• crm_claim_code - By @pragyachhabra - #194 - By @pedrobaeza - #227
• crm_claim_type - By @larmar - #193
• crm_deduplicate_acl - By @pedrobaeza - #187
• crm_deduplicate_by_ref - By @chienandalu - #230
• crm_deduplicate_by_website - By @cristinamartinrod - #233
• crm_deduplicate_filter - By @ernestotejeda - #198
• crm_lead_address_street3
• crm_lead_code
• crm_lead_firstname - By @EmailsGmails - #217
• crm_lead_sale_link
• crm_lead_stage_monitoring
• crm_lead_website - Already included in core
• crm_location - By @hprasetyou - #201
• crm_meeting_commercial_partner - By @lreficent - #239
• crm_phonecall - By @chienandalu - #212
• crm_phonecall_planner - By @chienandalu - #213
• crm_phonecall_summary_predefined - By @cristinamartinrod - #223
• crm_sale_marketing - By @mreficent - #222
• crm_sector > crm_industry - By @mreficent - #221
• crm_track_next_action
• lettermgmt
• lettermgmt_hr
• marketing_crm_partner - By @cristinamartinrod - #234
• newsletter
• partner_withdrawal

crm_phonecall_summary_predefined breaks crm_phonecall_timesheet

This happens when creating a phone call from the "Logged Calls" Menu.
Error : a mandatory field is required: name. (but not name in the phone call, name in the analytic line)

crm_phonecall_timesheet creates an analytic line from the phonecall.
In the analytic line, the field 'name' is mandatory.
in the crm_phonecall_summary_predefined module, the name is replaced by the name related to the summary_id.name (see here).
But as in the crm_phonecall_timesheet create method, it creates first the analytic line and then creates the phonecall, at the time the analytic line is created, the name has still not be set. (see here for the code)
The solution would be to leave the field 'name' as is (char field) and change its value in a @api.onchange(summary_id) method. I think it's even better because the user can still set its own name if he wants to.

[9.0] crm_deduplicate_acl error

When trying to use this module in v9 it returns the following error after you click on Combine Contacts on either option (manual, auto), which doesn't returns the error when it isn't installed. Privileges to user where all set.

Wanted to try this module to see if it would eliminate the limit of up to 3 contacts to merge at the same time.

Traceback (most recent call last):
  File "/odoo/odoo-server/src/odoo/openerp/http.py", line 648, in _handle_exception
    return super(JsonRequest, self)._handle_exception(exception)
  File "/odoo/odoo-server/src/odoo/openerp/http.py", line 685, in dispatch
    result = self._call_function(**self.params)
  File "/odoo/odoo-server/src/odoo/openerp/http.py", line 321, in _call_function
    return checked_call(self.db, *args, **kwargs)
  File "/odoo/odoo-server/src/odoo/openerp/service/model.py", line 118, in wrapper
    return f(dbname, *args, **kwargs)
  File "/odoo/odoo-server/src/odoo/openerp/http.py", line 314, in checked_call
    result = self.endpoint(*a, **kw)
  File "/odoo/odoo-server/src/odoo/openerp/http.py", line 964, in __call__
    return self.method(*args, **kw)
  File "/odoo/odoo-server/src/odoo/openerp/http.py", line 514, in response_wrap
    response = f(*args, **kw)
  File "/odoo/odoo-server/src/odoo/addons/web/controllers/main.py", line 892, in call_button
    action = self._call_kw(model, method, args, {})
  File "/odoo/odoo-server/src/odoo/addons/web/controllers/main.py", line 880, in _call_kw
    return getattr(request.registry.get(model), method)(request.cr, request.uid, *args, **kwargs)
  File "/odoo/odoo-server/src/odoo/openerp/api.py", line 250, in wrapper
    return old_api(self, *args, **kwargs)
  File "/odoo/odoo-server/src/odoo/addons/crm/base_partner_merge.py", line 744, in merge_cb
    self._merge(cr, uid, partner_ids, this.dst_partner_id, context=context)
  File "/odoo/odoo-server/src/odoo/openerp/api.py", line 250, in wrapper
    return old_api(self, *args, **kwargs)
  File "/odoo/odoo-server/src/odoo/openerp/api.py", line 354, in old_api
    result = method(recs, *args, **kwargs)
  File "/odoo/odoo-server/src/custom/crm_deduplicate_acl/wizards/partner_merge.py", line 20, in _merge
    partner_ids=partner_ids, dst_partner=dst_partner
  File "/odoo/odoo-server/src/odoo/openerp/tools/misc.py", line 970, in deco
    return func(*args, **kwargs)
TypeError: _merge() takes at least 4 arguments (3 given)

Lint error crm_claim

https://travis-ci.org/OCA/crm/jobs/528492075

************* Module crm_claim.report.crm_claim_report
crm_claim/report/crm_claim_report.py:163: [E8103(sql-injection), CrmClaimReport.init] SQL injection risk. Use parameters if you can. - More info https://github.com/OCA/odoo-community.org/blob/master/website/Contribution/CONTRIBUTING.rst#no-sql-injection

Error al instalar módulo mass_mailing_partner

Me muestra el siguiente error al instalar el módulo- "El(los) campo(s) res_model, src_model fallaron contra la restricci\xf3n: Nombre de modelo no v\xe1lido en la definici\xf3n de acci\xf3n." while parsing file:///D:/Biblioteca/Extra_Addons/base-crm-sale/mass_mailing_partner/wizard/partner_mail_list_wizard.xml:11, near
<act_window name="Add to mailing list" res_model="partner.mail.list.wizard" src_model="res.partner" view_mode="form" target="new" key2="client_action_multi" id="action_partner_mail_list"/>"

He cambiado la sintaxis en la línea 6 del archivo "partner_mail_list_wizard.xml" por res_model="partner.mail.list.wizard" src_model="res.partner" y he podido instalar el módulo correctamente. La versión de odoo es la 8.

El trozo de código es el siguiente:
<act_window name="Add to mailing list"
res_model="partner.mail.list.wizard" src_model="res.partner"
view_mode="form"
target="new"
key2="client_action_multi"
id="action_partner_mail_list"/>

Saludos