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| author | stephanchrst <stephanchrst@gmail.com> | 2022-05-10 21:51:50 +0700 |
|---|---|---|
| committer | stephanchrst <stephanchrst@gmail.com> | 2022-05-10 21:51:50 +0700 |
| commit | 3751379f1e9a4c215fb6eb898b4ccc67659b9ace (patch) | |
| tree | a44932296ef4a9b71d5f010906253d8c53727726 /addons/crm/doc | |
| parent | 0a15094050bfde69a06d6eff798e9a8ddf2b8c21 (diff) | |
initial commit 2
Diffstat (limited to 'addons/crm/doc')
| -rw-r--r-- | addons/crm/doc/changelog.rst | 17 | ||||
| -rw-r--r-- | addons/crm/doc/index.rst | 18 | ||||
| -rw-r--r-- | addons/crm/doc/stage_status.rst | 61 |
3 files changed, 96 insertions, 0 deletions
diff --git a/addons/crm/doc/changelog.rst b/addons/crm/doc/changelog.rst new file mode 100644 index 00000000..a39cb27e --- /dev/null +++ b/addons/crm/doc/changelog.rst @@ -0,0 +1,17 @@ +.. _changelog: + +Changelog +========= + +`trunk (saas-2)` +---------------- + +- Stage/state update + + - ``crm.lead``: removed ``state`` field. Added ``date_last_stage_update`` field + holding last stage_id modification. Updated reports. + - ``crm.case.stage``: removed ``state`` field. + +- ``crm``, ``crm_claim``: removed inheritance from ``base_stage`` class. Missing + methods have been added into ``crm`` and ``crm_claim``. Also removed inheritance + in ``crm_helpdesk`` because it uses states, not stages. diff --git a/addons/crm/doc/index.rst b/addons/crm/doc/index.rst new file mode 100644 index 00000000..f98ca145 --- /dev/null +++ b/addons/crm/doc/index.rst @@ -0,0 +1,18 @@ +CRM module documentation +======================== + +CRM documentation topics +''''''''''''''''''''''''' + +.. toctree:: + :maxdepth: 1 + + stage_status.rst + +Changelog +''''''''' + +.. toctree:: + :maxdepth: 1 + + changelog.rst diff --git a/addons/crm/doc/stage_status.rst b/addons/crm/doc/stage_status.rst new file mode 100644 index 00000000..6a1cd507 --- /dev/null +++ b/addons/crm/doc/stage_status.rst @@ -0,0 +1,61 @@ +.. _stage_status: + +Stage and Status +================ + +.. versionchanged:: 8.0 saas-2 state/stage cleaning + +Stage ++++++ + +This revision removed the concept of state on crm.lead objects. The ``state`` +field has been totally removed and replaced by stages, using ``stage_id``. The +following models are impacted: + + - ``crm.lead`` now use only stages. However conventions still exist about + 'New', 'Won' and 'Lost' stages. Those conventions are: + + - ``new``: ``stage_id and stage_id.sequence = 1`` + - ``won``: ``stage_id and stage_id.probability = 100 and stage_id.on_change = True`` + - ``lost``: ``stage_id and stage_id.probability = 0 and stage_id.on_change = True + and stage_id.sequence != 1`` + + - ``crm.case.stage`` do not have any ``state`` field anymore. + - ``crm.lead.report`` do not have any ``state`` field anymore. + +By default a newly created lead is in a new stage. It means that it will +fetch the stage having ``sequence = 1``. Stage mangement is done using the +kanban view or the clikable statusbar. It is not done using buttons anymore. + +Stage analysis +++++++++++++++ + +Stage analysis can be performed using the newly introduced ``date_last_stage_update`` +datetime field. This field is updated everytime ``stage_id`` is updated. + +``crm.lead.report`` model also uses the ``date_last_stage_update`` field. +This allows to group and analyse the time spend in the various stages. + +Open / Assignment date ++++++++++++++++++++++++ + +The ``date_open`` field meaning has been updated. It is now set when the ``user_id`` +(responsible) is set. It is therefore the assignment date. + +Subtypes +++++++++ + +The following subtypes are triggered on ``crm.lead``: + + - ``mt_lead_create``: new leads. Condition: ``obj.probability == 0 and obj.stage_id + and obj.stage_id.sequence == 1`` + - ``mt_lead_stage``: stage changed. Condition: ``(obj.stage_id and obj.stage_id.sequence != 1) + and obj.probability < 100`` + - ``mt_lead_won``: lead/oportunity is won. condition: `` obj.probability == 100 + and obj.stage_id and obj.stage_id.on_change`` + - ``mt_lead_lost``: lead/opportunity is lost. Condition: ``obj.probability == 0 + and obj.stage_id and obj.stage_id.sequence != 1'`` + + +Those subtypes are also available on the ``crm.case.section`` model and are used +for the auto subscription. |
