From 7f024fe5ef27e0812a747be4de1af4e64eaee93d Mon Sep 17 00:00:00 2001 From: Darshan Kalola Date: Mon, 31 Aug 2015 15:56:39 +0530 Subject: [PATCH] [IMP]planner: some correction according to new features added in master. --- addons/account/views/web_planner_data.xml | 28 ++-- addons/crm/web_planner.py | 1 + addons/crm/web_planner_data.xml | 52 ++++---- .../static/src/img/web_planner_task.png | Bin 11311 -> 0 bytes addons/project/web_planner.py | 8 +- addons/project/web_planner_data.xml | 123 ++++++++++++------ addons/stock/data/web_planner_data.xml | 3 + .../static/src/less/web_planner_common.less | 2 +- addons/website/data/web_planner_data.xml | 7 +- 9 files changed, 140 insertions(+), 84 deletions(-) delete mode 100644 addons/project/static/src/img/web_planner_task.png diff --git a/addons/account/views/web_planner_data.xml b/addons/account/views/web_planner_data.xml index f92e98e35b8..b8a2d27b189 100644 --- a/addons/account/views/web_planner_data.xml +++ b/addons/account/views/web_planner_data.xml @@ -106,7 +106,7 @@
- + set company logo

Your Company's Logo
@@ -122,11 +122,11 @@

  1. Start by creating each bank account manually:

    2. - Create Bank Accounts + Create Bank Accounts

  2. Then, register your statements:

@@ -358,7 +358,7 @@

Assets Management

Manage your properties like buildings, machinery, materials, cars etc. and calculate their depreciations over time.

- Active Now + Install Now
@@ -367,7 +367,7 @@

Use in combination with Contracts to calculate monthly revenues for multi-months Contracts.

- Active Now + Install Now
@@ -376,16 +376,18 @@

Simplify your cash, checks, or credit cards deposits with an integrated batch payment function.

- Active Now -


+ Install Now +
+ +

Expenses

Manage your employees expenses, from encoding to payment and reporting.

- Active Now + Install Now
@@ -394,7 +396,7 @@

Validate purchase orders and control vendor bills by departments.

- Active Now + Install Now
@@ -403,7 +405,7 @@

Manage time & material contracts or fixed-price recurring subscriptions.

- Active Now + Install Now
@@ -468,7 +470,7 @@
Next action:
- Invite Your User + Invite Your Users
@@ -537,12 +539,12 @@
  1. Reconcile Bank Statements
    2. -
  2. Check unpaid invoices
    3. Run an Aged Receivable report and check which customers still owe you money. +
  3. Check unpaid invoices
    4. Run an Aged Receivable report and check which customers still owe you money.
  4. Send follow-up letters
diff --git a/addons/crm/web_planner.py b/addons/crm/web_planner.py index 727885b4828..d47dfc5fc39 100644 --- a/addons/crm/web_planner.py +++ b/addons/crm/web_planner.py @@ -19,5 +19,6 @@ class PlannerCrm(models.Model): values = { 'alias_domain': sales_team.alias_domain, 'alias_name': sales_team.alias_name, + 'pipeline_menu_id': self.env.ref('crm.menu_crm_opportunities').id, } return values diff --git a/addons/crm/web_planner_data.xml b/addons/crm/web_planner_data.xml index b9af5898133..a543c5fc67e 100644 --- a/addons/crm/web_planner_data.xml +++ b/addons/crm/web_planner_data.xml @@ -246,13 +246,11 @@
Recommended actions:
  • - + Configure the stages of your sales pipeline with your work above
  • - + Create the three firsts opportunities as an exercise
    • @@ -377,9 +375,9 @@

    Quote template (packaged services)

  • Read the blog post on the Quote Builder
    • -
  • Activate quotation templates in Sales Settings
    • -
  • Create your templates of offers
    • +
  • Create your templates of offers
    •  @@ -394,8 +392,11 @@
    - To activate the Contracts, check 'Use contracts management' in the Sales Settings. + + To activate the Contracts, install the + Subscription Management app. + +

    Fixed price (ex: monthly subscription)

  • Create contracts template
    • @@ -403,7 +404,7 @@

    Time & material (ex: consulting mission)

    -
  • Create your contracts and configure your prices
    • +
  • Create your contracts and configure your prices
    •
    @@ -436,7 +437,7 @@

    - Unless you are starting a new business, you probably have a list of Customers and Suppliers you'd like to import. + Unless you are starting a new business, you probably have a list of Customers and Vendors you'd like to import.

    @@ -453,8 +454,10 @@
  • Create Customers
    •  -
  • Create Suppliers
    •  +
  • + Create Vendors, if accounting or purchase is installed +
    • @@ -621,11 +624,17 @@
    Next Action:
    - Select the option your prefer in your Sales Settings. + If you don't want to use unique prices, activate the 'Use pricelists to adapt your price per customers' option in your Sales Settings.
    +
    @@ -635,12 +644,7 @@
    - +     @@ -721,7 +725,7 @@ Exercise: Try to get the number of leads per salesperson and by creation date

    - Leads analysis + Leads Analysis (if leads are activated)

    @@ -736,7 +740,7 @@

    A sales manager will mostly use these two reports:

  • - Opportunities Analysis + Opportunities Analysis
  • Invoice Analysis @@ -761,14 +765,14 @@

    Every salesperson can analyze their own pipe by clicking on the 'switch view to graph' icon.

    Exercise: Try to switch the kanban to graph view

    - Opportunities pipeline + Opportunities pipeline

    -
    +
  • Save filters or add any report to your dashboard with the Favorites menu.
    • -
    +
    Want to know more?
    Watch our training videos
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    Back at the office, the manager splits the customer's demands into several tasks and delegates them to several employees.

    -

    Each employee will have their own simple task, while the manager will be able to follow the global advancement through the principal task.

    +

    Each employee will have their own simple task, while the manager will be able to follow the global advancement from the Kanban view of the project.

    Tasks are the main mechanism in Odoo and are activated by default.

    @@ -154,11 +154,7 @@ A problem or request from a customer that needs to be identified, solved and followed up asap.

    Example:

    A customer sends a complaint to support@yourcompany.com: an Issue is automatically created into a 'Support level 1' project based on the original email from the customer.


    -

    Escalation:

    -

    Issues have a specific mechanism called escalation. For example, if the 'Support' team can't solve an issue, they can escalate it to a 'Support level 2' project.

    -

    To use Issues, activate 'Track issues and bugs' in your - Project Settings. +

    To use Issues, install the Issue Tracking app.

    @@ -182,9 +178,9 @@
  • Invoicing your customers on Time & Material projects

    • To use Timesheets, go to your Project Settings and activate:

    -

  • for Tasks: 'Record timesheet lines per tasks'
    • -
  • for Issues: 'Invoice working time on issues

    • -

    You can learn more about Timesheets in the Timesheets section of this planner.

    +

  • for Tasks: 'Log work activities on tasks'
    • +
  • for Issues: 'Activate timesheets on issues'

    • +

    You can learn more about Timesheets in the Timesheets section of this planner.

    @@ -366,15 +362,10 @@

    -
    -
    - -
    -
    -

    1. Define a Naming Convention
    +

    Define a Naming Convention
    Add keywords in the 'Task title' field, for example [Customer name] or [Website].This will help you navigate and search through the dozens of tasks in your project.

    @@ -382,7 +373,7 @@
    -

    2. Add a Deadline
    +

    Add a Deadline
    The deadline will help you determine if a task or issue is progressing as expected, and to anticipate its next update.

    @@ -390,7 +381,7 @@
    -

    3. Use Tags
    +

    Use Tags
    Tags are complementary to your project stages: they can work as a second level categorization which is very useful if you have a lot of Tasks or Issues to manage. Also, it becomes very easy to find Tasks or Issues by typing the Tag into the main Search bar.

    @@ -398,7 +389,7 @@
    -

    4. Use Status Indicator
    +

    Use Status Indicator
    The Status indicator helps you manage Tasks and Issues by attributing them one of 3 different colour: Grey, Green or Red. The meaning of these Status can be freely configured, for example:

  • Grey: the Task is in progress (someone is working on it)
  • Green: the Task is ready for next stage (the job for this stage is complete)
    • @@ -409,7 +400,7 @@
    -

    5. Set Priorities
    +

    Set Priorities
    The is used to indicate priority: in Kanban view, priority Tasks or Issues will be displayed on top. This is especially useful if you use a Scrum methodology to indicate the tasks for the week. Similarly to Status, you can change the meaning of the Star indicator from the Project Stages tab.

    @@ -417,7 +408,7 @@
    -

    6. Have Clear Responsibilities
    +

    Have Clear Responsibilities
    The person assigned to a task is responsible for its progress and their avatar is displayed in Kanban view for quick reference. Of course, responsibility for a task can change depending on its stage.

    @@ -472,9 +463,12 @@
    -
  • For employees, the Current Timesheet view of the HR module is the main tool to check, modify and confirm Timesheets.

    • +
  • For employees, the + Current Timesheet + Current Timesheet + view of the HR module is the main tool to check, modify and confirm Timesheets.

  • Alternatively, Timesheets can be added directly from Tasks by activating 'Log work activities on tasks' in the Project Settings.

    • -
  • Or, if you are using Issues, by activating 'Invoice working time on issues', also in the Project Settings.
    • +
  • Or, if you are using Issues, by activating 'Activate timesheets on issues', also in the Project Settings.
    • @@ -494,7 +488,7 @@
  • View statistics for the week
  • Get full synchronization with Odoo

    • - +
    @@ -520,15 +514,22 @@

    Approve your Timesheets (every week)

    - At the end of the week, each employee should review their entries for the week and makes sure the entries are correctly encoded. This can be done from the Current Timesheet view of the Human Resources module.
    - Once a Timesheet is confirmed by an employee, it needs to be Approved by a manager in the Timesheets to Approve view. + At the end of the week, each employee should review their entries for the week and makes sure the entries are correctly encoded. This can be done from the + Current Timesheet + Current Timesheet + view of the Human Resources module.
    + Once a Timesheet is confirmed by an employee, it needs to be Approved by a manager in the + Timesheets to Approve + Timesheets to Approve + view.

    Invoice your customers (every month)

    If you work on a Time & Material project, you'll probably want to extract a Timesheet of the tasks and issues to invoice directly to the customer. To do that:
    -
  • Activate 'Allow invoicing based on timesheets' from the Human Resources Settings.
    • +
  • Activate 'Allow invoicing based on timesheets' from the Human Resources Settings. +
  • This will add an Invoice Tasks menu in the Project module, that can be used to select the Timesheet to invoice.
    • @@ -697,8 +698,14 @@
    - - +
    +
    + +
    +
    + +
    +
  • @@ -707,8 +714,14 @@
    • - - +
    +
    + +
    +
    + +
    +
  • @@ -717,8 +730,14 @@
    • - - +
    +
    + +
    +
    + +
    +
  • @@ -727,8 +746,14 @@
    - - +
    +
    + +
    +
    + +
    +
  • @@ -737,8 +762,14 @@
    - - +
    +
    + +
    +
    + +
    +
  • @@ -747,8 +778,14 @@
    - - +
    +
    + +
    +
    + +
    +
  • @@ -757,8 +794,14 @@
    - - +
    +
    + +
    +
    + +
    +
    • diff --git a/addons/stock/data/web_planner_data.xml b/addons/stock/data/web_planner_data.xml index c881e5145fc..909b63e12d5 100644 --- a/addons/stock/data/web_planner_data.xml +++ b/addons/stock/data/web_planner_data.xml @@ -204,6 +204,7 @@ +

    A good inventory management aims to optimize stock levels: not too low (or you may find yourself out of stock) and not too high (your products occupy @@ -219,6 +220,7 @@ +

    If you configured automatic procurement, Odoo will automatically generate Procurements Orders. You usually don't need to worry about them, but @@ -292,6 +294,7 @@ +

    Imagine the following situation: you ask your accountant for an inventory valuation or the value added by production, he will give you a figure. If diff --git a/addons/web_planner/static/src/less/web_planner_common.less b/addons/web_planner/static/src/less/web_planner_common.less index 106a126c135..265df1907ca 100644 --- a/addons/web_planner/static/src/less/web_planner_common.less +++ b/addons/web_planner/static/src/less/web_planner_common.less @@ -498,7 +498,7 @@ position: relative; background-color: #fcf8e3; - textarea, input { + textarea, input[type="text"] { background: #fcf8e3; border: none; width: 100%; diff --git a/addons/website/data/web_planner_data.xml b/addons/website/data/web_planner_data.xml index 11f33d1628d..b49bd624e51 100644 --- a/addons/website/data/web_planner_data.xml +++ b/addons/website/data/web_planner_data.xml @@ -175,12 +175,11 @@

    - You can change the look of your theme in a few clicks: + Use the Customize menu to change the look of your theme:

  • Background image
  • Special effects and animations
  • Colors palette
  • Fonts
    • - Customize your theme

    @@ -188,7 +187,7 @@
    @@ -880,7 +879,7 @@

    2. Setup Gengo

  • Install the Gengo module in Odoo
    • -
  • Follow these instructions to configure your Gengo API key
    • +
  • Configure your Gengo API key in your Company details form