closes odoo/odoo#50031

X-original-commit: 15a7a9f9d71a0b9c46d7caf2f4fbf09a5a4c63fe
Related: odoo/enterprise#10140
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>

Testing the enrich service was not possible since the endpoint was hardcoded.
This commit introduces a config parameter that allows overriding it.

Done in preparation of task 2081471.

PR #40349
Task 2081471

PURPOSE

We make multiple calls to the clearbit API and the returned information are
shown in various different templates, although they contain the same
information.

The purpose of this commit is to unify the templates into a single one to
reduce code size and improve coherence.

SPECIFICATIONS

Currently, we have 3 ways of reaching out to the IAP clearbit api:
- When creating a partner (autocomplete service)
- When enriching an existing lead based on its email address
- When generating leads using the "Geneate Leads" button or using the website
  visitors

Every time we use the service, we log a note in the model's chatter containing
all the information returned by the cleabit service (estimated annual revenue,
media links, sector, ...).

Though using different endpoints and methods, all the calls essentially return
the same data, and the templates could be unified for consistency.

This is the goal of this commit.

We merge the 3 separate templates of each modules into a unique template that
always renders the same information to the end user.

To do that, we had to find a common module to store the template, we chose
"partner_autocomplete" as it's installed anyway as soon as "crm_iap_lead_*" is
installed.

LINKS

PR #40349
Upgrade PR odoo/upgrade#775
Task 2081471

Steps to reproduce the bug:

- Let's consider an instance with crm_iap_lead and crm_iap_lead_enrich installed
- Uninstall crm

Bug:

An error was raised: ('Record does not exist or has been deleted.\n(Record: ir.model.fields(15085,), User: 1)', None)
because the field reveal_id is shared on model crm.lead and modules crm_iap_lead and crm_iap_lead_enrich are independent
from each other.

Inspired from https://github.com/odoo/odoo/commit/ff7efbb1e81cd6987601c03f0b75a37d2df8e331



opw:2224952

closes odoo/odoo#48813

X-original-commit: 80879be5
Signed-off-by: Simon Goffin (sig) <sig@openerp.com>

Improve the default configuration on CRM for predictive lead
in order to ease the onboarding.
Modify text and install crm_iap_lead(_enrich) automatically if
CRM and IAP are installed.

task-2131056

closes odoo/odoo#44262

Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>

To reproduce the bug:

1. Install `crm`.
2. Uninstall `iap`.
3. Go to any `res.config.settings` view.

Odoo will crash because the `iap_buy_more_credits` JS widget doesn't
exist (defined in iap).

Moving the widget from `crm` to `crm_iap_lead_enrich`. Since
`crm_iap_lead_enrich` depends on `iap`, this problem will not happen
anymore.

@Tecnativa TT20916

closes odoo/odoo#42258

X-original-commit: ec1be332
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>

Still without demo data

closes odoo/odoo#37502

Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>

Before this commit it was not possible to enrich leads manually as
only a cron enriches leads. It is considered as sub optimal since people
would like to do it manually on some leads and not activate it only for
all leads, using a cron.

After this commit an option is added in CRM settings to choose the type of
enrichment: either manual, either automatic.

In manual mode, a button appears on the lead to enrich if certain conditions
are met (email_adress present, not already enriched,...). It also deactivates
the enrich cron.

In automatic mode, the button on lead is not displayed and the cron is
activated.

A config parameter is defined in CRM as it is requested to be able to configure
it directly in CRM without having to first install the app then configure
it. A post install hook to synchronize cron status with config parameter
is therefore required.

FP/AJU request

Task 2075817

closes odoo/odoo#37367

Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>

Since the default value of probability is not set anymore,
the probability of a new lead is equivalent to 0.
In Lead enrichement, we filter out won and lost leads.
But probability = 0 is not a good ways anymore to filter out lost leads.
Lost reprensents archived leads.

Task ID: 2044539
PR #37413

The company description in the chatter was replaced with our internal note
Same thing if we filled the company name in the Follow-Up tab before the lead was enriched

TASK-ID : 2069155

closes odoo/odoo#36625

Signed-off-by: Pierre Rousseau (pro) <pro@odoo.com>

-changed '0' to 0 as probability is an int
-typo that could have caused issues between data of iap  et lead (city <-> city and postal_code <-> zip)

closes odoo/odoo#37004

Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>

Before this commit, int was compared to a string when trying to retrieves company data in the payload.

Part of 2069155

closes odoo/odoo#36601

Signed-off-by: Rémi Rahir (rar) <rar@odoo.com>

Still without demo data

closes odoo/odoo#36559

Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>

PURPOSE

Allow the user to enrich a lead based on the domain of the email address of
the client.

SPECIFICATIONS

Following fields will be populated if found using clearbit and if they are
not yet populated :

* description
* partner_name
* reveal_id
* website
* street, street2, zip, city, country_id, state_id
* phone (using the first number found in clearbit)
* mobile (using the second number found in clearbit, else the same as phone)

A message will also be logged in the chatter.

If no data is found using clearbit no credit is used and a message will be
logged. If the user has no credits he will be redirected to buy credits for
the service.

It is possible to enrich using the 'enrich' action in listview or with a
cron that will run every hour on leads not older than 1 hour.

Add a "Lead Enrichment" setting in CRM installing lead enrichment.

LINKS

Task 193185

closes odoo/odoo#36419

Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>