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[REF] crm,sale: Split the applications into 2 separate apps

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Purpose
=======

You install CRM but you don't see CRM icon (except in English, as long as sales is not installed) -> confusing
The dashboard with salesteam is not obvious & not useful for simple users: what are those channel boxes about? why don't I see all my activities?, etc.

Specifications
==============

Split CRM & Sales + land in business views straight away

Default Entry Views
~~~~~~~~~~~~~~~~~~~

- New default view for CRM: Pipeline kanban
- New default view for Sales: Quotation list

Dashboards
~~~~~~~~~~

- Move sales teams dashboard to Reporting: Sales Channels.
- Remove the upper part of the sales team dashboard

Menuitems Structure
~~~~~~~~~~~~~~~~~~~

- CRM menu

Pipeline:
        - Leads (optional)
        - Pipeline (default menu, default filter "My Pipeline")
        - Next Activities -> to remove (now there is an icon in top bar for next activities)
        - Quotations (If sale_management installed)
Customers
Phone Calls (if voip, if not yet removed because there is a BE task to use next activities instead)
Leads Management:
        - Scoring Rules
        - Leads Assignation
        - Team Assignation
Reporting:
        - Leads
        - Scoring page views
        - Opp. Assignement
        - Patnerships
        - Pipeline
        - Activities
        - Phonecalls
        - Sales Channels
Configuration:
        - Settings
        - Sales Channels
        - Activity Types
        - Leads & Opportunities:
                - Lead Tags
                - Lost Reasons
        - Resellers
                - Partner Level
                - Partner Activations
- Sales menu:

Orders:
        - Quotations
        - Orders
        - Customers
Invoicing:
        - Orders to Invoice
        - Orders to Upsell
Catalog:
        - Products
        - Promotion Programs
        - Coupon Programs
Reporting:
        - Sales
        - Sales Channels
        - All channels sales orders
Configuration:
        - Settings
        - Sales Channels
        - Sales Orders:
                - Quotation templates
                - Payment acquirers
                - Delivery Methods

Settings
~~~~~~~~

- Split settings form
- Remove recommended apps section
- Remove Timesheets section
- Remove Inventory Management and move shipping connectors to Shipping section
- Remove Integrations section
        - Move Docsaway option to "Quotations & Orders", right after proforma
        - Autocomplete and asterix: move to CRM section
- Restructure and rename sections this way:
        - Product Catalog
        - Pricing
        - Quotations & Orders
        - Shipping
        - Invoicing
        - eBay (if installed)
- Remove all the "Save this page and come back here" when checking a box that installs a new module

- restructure a bit the CRM settings, with 3 sections:

Pipeline
        - Leads
Contacts
        - Phone Validation
        - Customer Autocomplete
Integrations
        - Google Calendar / Synchronize your calendar with Google Calendar (copy from general settings but don't show message "Save this page and come back here...".
        - Asterisk (VOIP)
This commit is contained in:
Haresh Shyara
2017-08-08 16:58:50 +02:00
committed by Yannick Tivisse
parent eaefc5b7ba
commit cc5bb1450b
1 changed files with 11 additions and 9 deletions
Download Patch File Download Diff File Expand all files Collapse all files
views/sale_config_settings_views.xml
+11 -9
View File
@@ -4,16 +4,18 @@
<record id="sale_config_settings_view_form_inherit_sale_coupon" model="ir.ui.view">
<field name="name">sale.config.settings.inherit.sale.coupon</field>
<field name="model">sale.config.settings</field>
<field name="inherit_id" ref="sale.sale_config_settings_view_form_inherit_sale"/>
<field name="inherit_id" ref="sale.sale_config_settings_view_form"/>
<field name="arch" type="xml">
<xpath expr="//div[@id='sale_coupon']" position="replace">
<div class="mt16" attrs="{'invisible': [('module_sale_coupon', '=', False)]}">
<button name="%(sale_coupon.sale_coupon_program_action_promo_program)d" icon="fa-arrow-right" type="action" string="Promotion Programs" class="btn-link"/>
</div>
<div attrs="{'invisible': [('module_sale_coupon', '=', False)]}">
<button name="%(sale_coupon.sale_coupon_program_action_coupon_program)d" icon="fa-arrow-right" type="action" string="Coupon Programs" class="btn-link"/>
</div>
</xpath>
<xpath expr="//div[@id='sale_coupon']" position="after">
<div class="content-group">
<div class="mt16" attrs="{'invisible': [('module_sale_coupon', '=', False)]}">
<button name="%(sale_coupon.sale_coupon_program_action_promo_program)d" icon="fa-arrow-right" type="action" string="Promotion Programs" class="btn-link"/>
</div>
<div attrs="{'invisible': [('module_sale_coupon', '=', False)]}">
<button name="%(sale_coupon.sale_coupon_program_action_coupon_program)d" icon="fa-arrow-right" type="action" string="Coupon Programs" class="btn-link"/>
</div>
</div>
</xpath>
</field>
</record>