[ADD] sale_management: Separate sales menu items from sale app

Purpose
=======

Don't display sales app icon in Odoo homepage when installing ecommerce (only website should be visible)
it's confusing to have sales icon  -> where do I manage my sales? In sales or in website? -> in website

Specfication
============

We need one new modules to add Sales menus to the homepage. Currently they come with "sale". So when installing "website_sale", we get them (because sale and account are dependencies of website_sale). We don't want that anymore. Along with that you need to replace modules in Apps menu:
sales menu items must be in the new sale_management module, no longer in sale

- create new app "sale_management"
- Currently 3 app icons when installing ecommerce (Sales, Invoicing, Website) -> too many icons, where to start? -> GOAL: Only 2 icons > Website, Invoicing
- new module to display Sales Icon (like account_accountant): "sale_management"
- move menu items to sale_management
- sale, sale_management: move app description, rewrite the manifest file
- sale, sale_management: move tour from sale > sale_management
- Changes in some dependency module "sale" > "sale_management" modules: event_sale, mrp_repair, pos_sale, report_intrastat, sale_crm, sale_expense, sale_stock, sale_timesheet, website_quote

Menu items to move 'sale' --> 'sale_management'
===============================================

Sales
	Quotations
        Sales Orders
Invoicing
	Orders to invoice
        Orders to Upsell
Catalog
	Products
        Product Variants
        Pricelists
Reporting
	sales
Configuration
	Settings
        Products -Attributes, Attribute Values, Internal Categories
This commit is contained in:
Yannick Tivisse
2017-05-18 14:41:48 +02:00
parent 0f92eed8a0
commit 5dfd342d08
31 changed files with 92 additions and 53 deletions
+1 -1
View File
@@ -18,7 +18,7 @@ that product, you will be able to choose an existing event of that category and
when you confirm your sales order it will automatically create a registration for when you confirm your sales order it will automatically create a registration for
this event. this event.
""", """,
'depends': ['event', 'sale'], 'depends': ['event', 'sale_management'],
'data': [ 'data': [
'views/event_views.xml', 'views/event_views.xml',
'views/product_views.xml', 'views/product_views.xml',
+1 -1
View File
@@ -21,7 +21,7 @@ The following topics are covered by this module:
* Repair quotation report * Repair quotation report
* Notes for the technician and for the final customer * Notes for the technician and for the final customer
""", """,
'depends': ['stock', 'sale', 'account'], 'depends': ['stock', 'sale_management', 'account'],
'website': 'https://www.odoo.com/page/manufacturing', 'website': 'https://www.odoo.com/page/manufacturing',
'data': [ 'data': [
'security/ir.model.access.csv', 'security/ir.model.access.csv',
+1 -1
View File
@@ -14,7 +14,7 @@
This module adds a custom Sales Channel for the point of sale to be able to view and manage your point of sale sales with more ease. This module adds a custom Sales Channel for the point of sale to be able to view and manage your point of sale sales with more ease.
""", """,
'depends': ['point_of_sale', 'sale'], 'depends': ['point_of_sale', 'sale_management'],
'data': [ 'data': [
'data/pos_sale_data.xml', 'data/pos_sale_data.xml',
'security/pos_sale_security.xml', 'security/pos_sale_security.xml',
+1 -1
View File
@@ -10,7 +10,7 @@ A module that adds intrastat reports.
This module gives the details of the goods traded between the countries of This module gives the details of the goods traded between the countries of
European Union.""", European Union.""",
'depends': ['base', 'product', 'delivery', 'stock', 'sale', 'purchase'], 'depends': ['base', 'product', 'delivery', 'stock', 'sale_management', 'purchase'],
'data': [ 'data': [
'data/report_intrastat_data.xml', 'data/report_intrastat_data.xml',
'report/report_intrastat_invoice_template.xml', 'report/report_intrastat_invoice_template.xml',
+5 -39
View File
@@ -3,49 +3,16 @@
{ {
'name': 'Sales', 'name': 'Sales',
'version': '1.0', 'version': '1.1',
'category': 'Sales', 'category': 'Sales',
'sequence': 15, 'summary': 'Sales internal machinery',
'summary': 'Quotations, Sales Orders, Invoicing',
'description': """ 'description': """
Manage sales quotations and orders This module contains all the common features of Sales Management and eCommerce.
==================================
This application allows you to manage your sales goals in an effective and efficient manner by keeping track of all sales orders and history.
It handles the full sales workflow:
* **Quotation** -> **Sales order** -> **Invoice**
Preferences (only with Warehouse Management installed)
------------------------------------------------------
If you also installed the Warehouse Management, you can deal with the following preferences:
* Shipping: Choice of delivery at once or partial delivery
* Invoicing: choose how invoices will be paid
* Incoterms: International Commercial terms
You can choose flexible invoicing methods:
* *On Demand*: Invoices are created manually from Sales Orders when needed
* *On Delivery Order*: Invoices are generated from picking (delivery)
* *Before Delivery*: A Draft invoice is created and must be paid before delivery
With this module you can personnalize the sales order and invoice report with
categories, subtotals or page-breaks.
The Dashboard for the Sales Manager will include
------------------------------------------------
* My Quotations
* Monthly Turnover (Graph)
""", """,
'website': 'https://www.odoo.com/page/crm', 'depends': ['sales_team', 'account', 'procurement'],
'depends': ['sales_team', 'account', 'procurement', 'web_tour'],
'data': [ 'data': [
'data/ir_sequence_data.xml', 'data/ir_sequence_data.xml',
'data/sale_data.xml', 'data/sale_data.xml',
'data/sale_tour.xml',
'report/sale_report.xml', 'report/sale_report.xml',
'data/mail_template_data.xml', 'data/mail_template_data.xml',
'report/sale_report_views.xml', 'report/sale_report_views.xml',
@@ -68,5 +35,4 @@ The Dashboard for the Sales Manager will include
'css': ['static/src/css/sale.css'], 'css': ['static/src/css/sale.css'],
'installable': True, 'installable': True,
'auto_install': False, 'auto_install': False,
'application': True, }
}
-1
View File
@@ -3,4 +3,3 @@
from . import test_sale_to_invoice from . import test_sale_to_invoice
from . import test_sale_order from . import test_sale_order
from . import test_product_id_change from . import test_product_id_change
from . import test_sale_ui
-1
View File
@@ -4,7 +4,6 @@
<template id="assets_backend" name="project assets" inherit_id="sales_team.assets_backend"> <template id="assets_backend" name="project assets" inherit_id="sales_team.assets_backend">
<xpath expr="." position="inside"> <xpath expr="." position="inside">
<script type="text/javascript" src="/sale/static/src/js/sale.js"></script> <script type="text/javascript" src="/sale/static/src/js/sale.js"></script>
<script type="text/javascript" src="/sale/static/src/js/tour.js"></script>
</xpath> </xpath>
</template> </template>
</odoo> </odoo>
+4 -1
View File
@@ -10,6 +10,10 @@
id="sales_team.menu_base_partner" id="sales_team.menu_base_partner"
web_icon="sale,static/description/icon.png"/> web_icon="sale,static/description/icon.png"/>
<record id="sales_team.menu_base_partner" model="ir.ui.menu">
<field name="active" eval="False"/>
</record>
<menuitem <menuitem
id= "menu_sales_config" id= "menu_sales_config"
parent= "sales_team.menu_sale_config" parent= "sales_team.menu_sale_config"
@@ -25,7 +29,6 @@
<menuitem action="product.attribute_action" id="menu_attribute_action" parent="sale.prod_config_main" sequence="1" groups="product.group_product_variant"/> <menuitem action="product.attribute_action" id="menu_attribute_action" parent="sale.prod_config_main" sequence="1" groups="product.group_product_variant"/>
<menuitem action="product.variants_action" id="menu_variants_action" parent="sale.prod_config_main" sequence="2" groups="product.group_product_variant"/> <menuitem action="product.variants_action" id="menu_variants_action" parent="sale.prod_config_main" sequence="2" groups="product.group_product_variant"/>
<menuitem id="menu_products" action="product.product_normal_action_sell" parent="product_menu_catalog" groups="product.group_product_variant" sequence="2"/> <menuitem id="menu_products" action="product.product_normal_action_sell" parent="product_menu_catalog" groups="product.group_product_variant" sequence="2"/>
<menuitem action="product.product_category_action_form" name="Internal Categories" id="menu_product_category_action_form" parent="sale.prod_config_main" sequence="4"/>
<menuitem id="next_id_16" name="Units of Measure" parent="sale.prod_config_main" sequence="6" groups="product.group_uom"/> <menuitem id="next_id_16" name="Units of Measure" parent="sale.prod_config_main" sequence="6" groups="product.group_uom"/>
<menuitem action="product.product_uom_form_action" id="menu_product_uom_form_action" parent="sale.prod_config_main" sequence="7" groups="product.group_uom"/> <menuitem action="product.product_uom_form_action" id="menu_product_uom_form_action" parent="sale.prod_config_main" sequence="7" groups="product.group_uom"/>
<menuitem action="product.product_uom_categ_form_action" id="menu_product_uom_categ_form_action" parent="sale.prod_config_main" sequence="8" groups="product.group_uom"/> <menuitem action="product.product_uom_categ_form_action" id="menu_product_uom_categ_form_action" parent="sale.prod_config_main" sequence="8" groups="product.group_uom"/>
+1 -1
View File
@@ -17,7 +17,7 @@ We suggest you to install this module, if you installed both the sale and the cr
modules. modules.
""", """,
'website': 'https://www.odoo.com/page/crm', 'website': 'https://www.odoo.com/page/crm',
'depends': ['sale', 'crm'], 'depends': ['sale_management', 'crm'],
'data': [ 'data': [
'security/ir.model.access.csv', 'security/ir.model.access.csv',
'views/partner_views.xml', 'views/partner_views.xml',
+1 -1
View File
@@ -15,7 +15,7 @@ This module does not add any feature, despite a few demo data to
test the features easily. test the features easily.
""", """,
'website': 'https://www.odoo.com/page/warehouse', 'website': 'https://www.odoo.com/page/warehouse',
'depends': ['sale', 'hr_expense'], 'depends': ['sale_management', 'hr_expense'],
'data': [ 'data': [
'views/product_view.xml', 'views/product_view.xml',
], ],
+2
View File
@@ -0,0 +1,2 @@
# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
+51
View File
@@ -0,0 +1,51 @@
# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
{
'name': 'Sales Management',
'version': '1.0',
'category': 'Sales',
'sequence': 15,
'summary': 'Quotations, Sales Orders, Invoicing',
'description': """
Manage sales quotations and orders
==================================
This application allows you to manage your sales goals in an effective and efficient manner by keeping track of all sales orders and history.
It handles the full sales workflow:
* **Quotation** -> **Sales order** -> **Invoice**
Preferences (only with Warehouse Management installed)
------------------------------------------------------
If you also installed the Warehouse Management, you can deal with the following preferences:
* Shipping: Choice of delivery at once or partial delivery
* Invoicing: choose how invoices will be paid
* Incoterms: International Commercial terms
You can choose flexible invoicing methods:
* *On Demand*: Invoices are created manually from Sales Orders when needed
* *On Delivery Order*: Invoices are generated from picking (delivery)
* *Before Delivery*: A Draft invoice is created and must be paid before delivery
With this module you can personnalize the sales order and invoice report with
categories, subtotals or page-breaks.
The Dashboard for the Sales Manager will include
------------------------------------------------
* My Quotations
* Monthly Turnover (Graph)
""",
'website': 'https://www.odoo.com/page/sales',
'depends': ['sale'],
'data': [
'data/sale_management_tour.xml',
'views/sale_management_views.xml',
'views/sale_management_templates.xml',
],
'application': True,
}

Before

Width:  |  Height:  |  Size: 2.0 KiB

After

Width:  |  Height:  |  Size: 2.0 KiB

Before

Width:  |  Height:  |  Size: 51 KiB

After

Width:  |  Height:  |  Size: 51 KiB

Before

Width:  |  Height:  |  Size: 108 KiB

After

Width:  |  Height:  |  Size: 108 KiB

Before

Width:  |  Height:  |  Size: 45 KiB

After

Width:  |  Height:  |  Size: 45 KiB

Before

Width:  |  Height:  |  Size: 65 KiB

After

Width:  |  Height:  |  Size: 65 KiB

Before

Width:  |  Height:  |  Size: 43 KiB

After

Width:  |  Height:  |  Size: 43 KiB

Before

Width:  |  Height:  |  Size: 47 KiB

After

Width:  |  Height:  |  Size: 47 KiB

Before

Width:  |  Height:  |  Size: 52 KiB

After

Width:  |  Height:  |  Size: 52 KiB

@@ -10,7 +10,7 @@ tour.register('sale_tour', {
url: "/web", url: "/web",
}, [tour.STEPS.MENU_MORE, { }, [tour.STEPS.MENU_MORE, {
trigger: '.o_app[data-menu-xmlid="sales_team.menu_base_partner"], .oe_menu_toggler[data-menu-xmlid="sales_team.menu_base_partner"]', trigger: '.o_app[data-menu-xmlid="sales_team.menu_base_partner"], .oe_menu_toggler[data-menu-xmlid="sales_team.menu_base_partner"]',
content: _t('Organize your sales activities with the <b>Sales app</b>.'), content: _t('Organize your sales activities with the <b>Sales Management app</b>.'),
position: 'bottom', position: 'bottom',
}, { }, {
trigger: ".oe_kanban_action_button", trigger: ".oe_kanban_action_button",
+4
View File
@@ -0,0 +1,4 @@
# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
from . import test_sale_ui
@@ -0,0 +1,9 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- inherits from sales_team.assets_backend to override certain attributes defined in sales_team -->
<template id="assets_backend" name="project assets" inherit_id="sales_team.assets_backend">
<xpath expr="." position="inside">
<script type="text/javascript" src="/sale_management/static/src/js/tour.js"></script>
</xpath>
</template>
</odoo>
@@ -0,0 +1,6 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record id="sales_team.menu_base_partner" model="ir.ui.menu">
<field name="active" eval="True"/>
</record>
</odoo>
+1 -1
View File
@@ -12,7 +12,7 @@ This module adds the 'Margin' on sales order.
This gives the profitability by calculating the difference between the Unit This gives the profitability by calculating the difference between the Unit
Price and Cost Price. Price and Cost Price.
""", """,
'depends':['sale'], 'depends':['sale_management'],
'demo':['data/sale_margin_demo.xml'], 'demo':['data/sale_margin_demo.xml'],
'data':['security/ir.model.access.csv','views/sale_margin_view.xml'], 'data':['security/ir.model.access.csv','views/sale_margin_view.xml'],
'uninstall_hook': "uninstall_hook", 'uninstall_hook': "uninstall_hook",
+1 -1
View File
@@ -25,7 +25,7 @@ You can choose flexible invoicing methods:
* *Before Delivery*: A Draft invoice is created and must be paid before delivery * *Before Delivery*: A Draft invoice is created and must be paid before delivery
""", """,
'website': 'https://www.odoo.com/page/warehouse', 'website': 'https://www.odoo.com/page/warehouse',
'depends': ['sale', 'stock_account'], 'depends': ['sale_management', 'stock_account'],
'data': [ 'data': [
'security/sale_stock_security.xml', 'security/sale_stock_security.xml',
'security/ir.model.access.csv', 'security/ir.model.access.csv',
+1 -1
View File
@@ -14,7 +14,7 @@ according to the order/contract you work on. This allows to
have real delivered quantities in sales orders. have real delivered quantities in sales orders.
""", """,
'website': 'https://www.odoo.com/page/warehouse', 'website': 'https://www.odoo.com/page/warehouse',
'depends': ['sale', 'hr_timesheet'], 'depends': ['sale_management', 'hr_timesheet'],
'data': [ 'data': [
'data/sale_timesheet_data.xml', 'data/sale_timesheet_data.xml',
'views/account_invoice_views.xml', 'views/account_invoice_views.xml',
+1 -1
View File
@@ -11,7 +11,7 @@ Odoo Sale Quote Roller
========================= =========================
""", """,
'depends': ['website', 'sale', 'mail', 'payment', 'website_portal_sale', 'website_mail'], 'depends': ['website', 'sale_management', 'mail', 'payment', 'website_portal_sale', 'website_mail'],
'data': [ 'data': [
'data/website_quote_data.xml', 'data/website_quote_data.xml',
'report/sale_order_reports.xml', 'report/sale_order_reports.xml',