Hi Olivier,
I've just done some tests with the branch on runbot (http://7-0-fix-contact-company-handling-6813.runbot.openerp.com/)
Here are the issues I found:
1/ Supplier property is not propagated.
1a/ When you create a supplier contact and then create from that contact the company and the invoice contact of that company, only the contact is marked as supplier.
1b/ When you create a supplier company and then create from that company a contact and the invoice contact of that company, only the company is marked as supplier. As the contact view is simplified, you are forced to go to customer, search for your suppliers and mark them as suppliers. By the way, you cannot search on a name in the customer/supplier views in accounting.
2/ When you create a Sales quotation for a contact, and generate a customer invoice, the invoicing contact of the company is selected. When you create a RFQ for a contact, and generate a supplier invoice, the initial contact is kept, I expected to have to invoicing contact.
3/ Name search issue: I have a company named "tje4-supplier-company" with a contact named "tje4-supplier-contact" and an invoicing contact named "Mme tje4-supplier-invoice". When I enter "tje" in the name_search, it show the company, then the invoicing contact, but it does not show the contact. I would expect name_search to return the 3, I prefer that order :
on RFQ, the contact, then the company, then the invoicing contact ; on supplier invoice, the invoicing contact, then the company, then the contact.
4/ When you create an opportunity, in the 6.1, there is a company field and a contact field. This allows you to select or create the company, then specify the contact (I admit this does not work with base_contact). With the 7.0, you directly create the contact, then you need to leave the opportunity screen to edit the contact and select or create the company of that contact. When you modify or fill the email field on the opportunity, it doesn't affect the email of the contact (I don't remember this worked before, but would be good to fix it).
5/ In 6.1, there was an history tab on the opportunity allowing in 1 click to see everything of what happened with that opportunity. In 7.0, you need to click on the meeting button to reach the meeting calendar view, then you still have to switch to list view, search for the name of the contact by typing his name (that you have to remember with the right spelling), select you want to search by Attendee (that's not the default search), go back to the opportunity with the breadcrumb, then continue with next button to see the calls .... Then remember and consolidate all that in your head. This is NOT AT ALL a usability improvement!!! Do not do that everywhere (https://bugs.launchpad.net/openobject-addons/+bug/1160365/comments/78) and put back that history tab.
Hi Olivier, 7-0-fix- contact- company- handling- 6813.runbot. openerp. com/) company" with a contact named "tje4-supplier- contact" and an invoicing contact named "Mme tje4-supplier- invoice" . When I enter "tje" in the name_search, it show the company, then the invoicing contact, but it does not show the contact. I would expect name_search to return the 3, I prefer that order : /bugs.launchpad .net/openobject -addons/ +bug/1160365/ comments/ 78) and put back that history tab.
I've just done some tests with the branch on runbot (http://
Here are the issues I found:
1/ Supplier property is not propagated.
1a/ When you create a supplier contact and then create from that contact the company and the invoice contact of that company, only the contact is marked as supplier.
1b/ When you create a supplier company and then create from that company a contact and the invoice contact of that company, only the company is marked as supplier. As the contact view is simplified, you are forced to go to customer, search for your suppliers and mark them as suppliers. By the way, you cannot search on a name in the customer/supplier views in accounting.
2/ When you create a Sales quotation for a contact, and generate a customer invoice, the invoicing contact of the company is selected. When you create a RFQ for a contact, and generate a supplier invoice, the initial contact is kept, I expected to have to invoicing contact.
3/ Name search issue: I have a company named "tje4-supplier-
on RFQ, the contact, then the company, then the invoicing contact ; on supplier invoice, the invoicing contact, then the company, then the contact.
4/ When you create an opportunity, in the 6.1, there is a company field and a contact field. This allows you to select or create the company, then specify the contact (I admit this does not work with base_contact). With the 7.0, you directly create the contact, then you need to leave the opportunity screen to edit the contact and select or create the company of that contact. When you modify or fill the email field on the opportunity, it doesn't affect the email of the contact (I don't remember this worked before, but would be good to fix it).
5/ In 6.1, there was an history tab on the opportunity allowing in 1 click to see everything of what happened with that opportunity. In 7.0, you need to click on the meeting button to reach the meeting calendar view, then you still have to switch to list view, search for the name of the contact by typing his name (that you have to remember with the right spelling), select you want to search by Attendee (that's not the default search), go back to the opportunity with the breadcrumb, then continue with next button to see the calls .... Then remember and consolidate all that in your head. This is NOT AT ALL a usability improvement!!! Do not do that everywhere (https:/
Regards,
J-E