[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
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@@ -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
this event.
""",
'depends': ['event', 'sale'],
'depends': ['event', 'sale_management'],
'data': [
'views/event_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
* 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',
'data': [
'security/ir.model.access.csv',
+1 -1
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@@ -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.
""",
'depends': ['point_of_sale', 'sale'],
'depends': ['point_of_sale', 'sale_management'],
'data': [
'data/pos_sale_data.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
European Union.""",
'depends': ['base', 'product', 'delivery', 'stock', 'sale', 'purchase'],
'depends': ['base', 'product', 'delivery', 'stock', 'sale_management', 'purchase'],
'data': [
'data/report_intrastat_data.xml',
'report/report_intrastat_invoice_template.xml',
+5 -39
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@@ -3,49 +3,16 @@
{
'name': 'Sales',
'version': '1.0',
'version': '1.1',
'category': 'Sales',
'sequence': 15,
'summary': 'Quotations, Sales Orders, Invoicing',
'summary': 'Sales internal machinery',
'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)
This module contains all the common features of Sales Management and eCommerce.
""",
'website': 'https://www.odoo.com/page/crm',
'depends': ['sales_team', 'account', 'procurement', 'web_tour'],
'depends': ['sales_team', 'account', 'procurement'],
'data': [
'data/ir_sequence_data.xml',
'data/sale_data.xml',
'data/sale_tour.xml',
'report/sale_report.xml',
'data/mail_template_data.xml',
'report/sale_report_views.xml',
@@ -68,5 +35,4 @@ The Dashboard for the Sales Manager will include
'css': ['static/src/css/sale.css'],
'installable': True,
'auto_install': False,
'application': True,
}
}
-1
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@@ -3,4 +3,3 @@
from . import test_sale_to_invoice
from . import test_sale_order
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">
<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/tour.js"></script>
</xpath>
</template>
</odoo>
+4 -1
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@@ -10,6 +10,10 @@
id="sales_team.menu_base_partner"
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
id= "menu_sales_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.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 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 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"/>
+1 -1
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@@ -17,7 +17,7 @@ We suggest you to install this module, if you installed both the sale and the cr
modules.
""",
'website': 'https://www.odoo.com/page/crm',
'depends': ['sale', 'crm'],
'depends': ['sale_management', 'crm'],
'data': [
'security/ir.model.access.csv',
'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.
""",
'website': 'https://www.odoo.com/page/warehouse',
'depends': ['sale', 'hr_expense'],
'depends': ['sale_management', 'hr_expense'],
'data': [
'views/product_view.xml',
],
+2
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@@ -0,0 +1,2 @@
# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
+51
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@@ -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,
}

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@@ -10,7 +10,7 @@ tour.register('sale_tour', {
url: "/web",
}, [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"]',
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',
}, {
trigger: ".oe_kanban_action_button",
+4
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@@ -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
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@@ -12,7 +12,7 @@ This module adds the 'Margin' on sales order.
This gives the profitability by calculating the difference between the Unit
Price and Cost Price.
""",
'depends':['sale'],
'depends':['sale_management'],
'demo':['data/sale_margin_demo.xml'],
'data':['security/ir.model.access.csv','views/sale_margin_view.xml'],
'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
""",
'website': 'https://www.odoo.com/page/warehouse',
'depends': ['sale', 'stock_account'],
'depends': ['sale_management', 'stock_account'],
'data': [
'security/sale_stock_security.xml',
'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.
""",
'website': 'https://www.odoo.com/page/warehouse',
'depends': ['sale', 'hr_timesheet'],
'depends': ['sale_management', 'hr_timesheet'],
'data': [
'data/sale_timesheet_data.xml',
'views/account_invoice_views.xml',
+1 -1
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@@ -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/website_quote_data.xml',
'report/sale_order_reports.xml',