diff --git a/addons/crm/__manifest__.py b/addons/crm/__manifest__.py index 848c1f3979c..f220b47217f 100644 --- a/addons/crm/__manifest__.py +++ b/addons/crm/__manifest__.py @@ -28,7 +28,6 @@ 'data/crm_data.xml', 'data/crm_stage_data.xml', 'data/crm_lead_data.xml', - 'data/web_planner_data.xml', 'data/mail_template_data.xml', 'wizard/base_partner_merge_views.xml', @@ -37,16 +36,16 @@ 'wizard/crm_merge_opportunities_views.xml', 'wizard/base_partner_merge_views.xml', - 'report/crm_activity_report_views.xml', - 'report/crm_opportunity_report_views.xml', - 'views/crm_templates.xml', + 'views/crm_config_settings_views.xml', 'views/crm_views.xml', 'views/crm_stage_views.xml', 'views/crm_lead_views.xml', 'views/calendar_views.xml', 'views/res_partner_views.xml', - 'views/sale_config_settings_views.xml', + 'data/web_planner_data.xml', + 'report/crm_activity_report_views.xml', + 'report/crm_opportunity_report_views.xml', 'views/crm_team_views.xml', ], 'demo': [ diff --git a/addons/crm/data/web_planner_data.xml b/addons/crm/data/web_planner_data.xml index 9fffb45f445..9903260f1d6 100644 --- a/addons/crm/data/web_planner_data.xml +++ b/addons/crm/data/web_planner_data.xml @@ -935,7 +935,7 @@ Sales strategy planner - + planner_crm diff --git a/addons/crm/report/crm_opportunity_report_views.xml b/addons/crm/report/crm_opportunity_report_views.xml index 7fe9c41ae0a..606e2251212 100644 --- a/addons/crm/report/crm_opportunity_report_views.xml +++ b/addons/crm/report/crm_opportunity_report_views.xml @@ -167,7 +167,7 @@ mainly used by the sales manager in order to do the periodic review with the teams of the sales pipeline. + parent="crm_menu_report" action="crm_opportunity_report_action" sequence="5"/> Pipeline Analysis @@ -202,7 +202,7 @@ with the the sales channel. diff --git a/addons/crm/security/crm_security.xml b/addons/crm/security/crm_security.xml index 28599ff6ec7..e3f76bed2f0 100644 --- a/addons/crm/security/crm_security.xml +++ b/addons/crm/security/crm_security.xml @@ -12,12 +12,9 @@ - - - - - - + + Configuration + diff --git a/addons/crm/static/description/icon.png b/addons/crm/static/description/icon.png index bd83ea1cb94..8eb7f8b4423 100644 Binary files a/addons/crm/static/description/icon.png and b/addons/crm/static/description/icon.png differ diff --git a/addons/crm/static/src/js/sales_team_dashboard.js b/addons/crm/static/src/js/sales_team_dashboard.js deleted file mode 100644 index e994f3b0b8a..00000000000 --- a/addons/crm/static/src/js/sales_team_dashboard.js +++ /dev/null @@ -1,12 +0,0 @@ -odoo.define('crm.sales_team_dashboard', function (require) { -"use strict"; - -var SalesTeamDashboard = require('sales_team.dashboard'); - -SalesTeamDashboard.Model.include({ - _fetchDashboardData: function() { - return this._rpc({model: 'crm.lead', method: 'retrieve_sales_dashboard'}); - }, -}); - -}); diff --git a/addons/crm/static/src/js/tour.js b/addons/crm/static/src/js/tour.js index 271275cc83b..7f3bcca5010 100644 --- a/addons/crm/static/src/js/tour.js +++ b/addons/crm/static/src/js/tour.js @@ -9,14 +9,9 @@ var _t = core._t; tour.register('crm_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("Ready to boost your sales? Your sales pipeline can be found here, under this app."), + trigger: '.o_app[data-menu-xmlid="crm.crm_menu_root"], .oe_menu_toggler[data-menu-xmlid="crm.crm_menu_root"]', + content: _t("Ready to boost your sales? Your Pipeline can be found here, under CRM app."), position: 'bottom', -}, { - trigger: ".o_sales_dashboard .o_dashboard_action[name=\"crm.action_your_pipeline\"]:last", - extra_trigger: '.o_sales_dashboard', - content: _t("Let\'s have a look at your opportunities pipeline."), - position: "bottom" }, { trigger: ".o-kanban-button-new", extra_trigger: '.o_opportunity_kanban', @@ -80,7 +75,7 @@ tour.STEPS.MENU_MORE, { position: "right" }, tour.STEPS.TOGGLE_APPSWITCHER, 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="crm.crm_menu_root"], .oe_menu_toggler[data-menu-xmlid="crm.crm_menu_root"]', content: _t("Good job! Your completed the tour of the CRM. You can continue with the implementation guide to help you setup the CRM in your company."), position: 'bottom', }, { diff --git a/addons/crm/views/calendar_views.xml b/addons/crm/views/calendar_views.xml index 925f0e198ca..b82569b1845 100644 --- a/addons/crm/views/calendar_views.xml +++ b/addons/crm/views/calendar_views.xml @@ -4,7 +4,7 @@ + parent="crm_menu_root"/> calendar.event.form.inherit diff --git a/addons/crm/views/crm_config_settings_views.xml b/addons/crm/views/crm_config_settings_views.xml new file mode 100644 index 00000000000..4cbd3ad3352 --- /dev/null +++ b/addons/crm/views/crm_config_settings_views.xml @@ -0,0 +1,104 @@ + + + + + crm.config.settings.view.form + crm.config.settings + +
+
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+ +

CRM

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+ + + Configure CRM + ir.actions.act_window + crm.config.settings + + form + inline + +
diff --git a/addons/crm/views/crm_lead_views.xml b/addons/crm/views/crm_lead_views.xml index 16ff08592d0..7d6050b50c7 100644 --- a/addons/crm/views/crm_lead_views.xml +++ b/addons/crm/views/crm_lead_views.xml @@ -613,7 +613,7 @@ - + id="crm_menu_pipeline" + name="Pipeline" + parent="crm_menu_root" + sequence="1"/> + + @@ -772,7 +777,7 @@ if record: @@ -830,7 +835,7 @@ if record: - Your Pipeline + Pipeline crm.lead kanban,tree,graph,pivot,form,calendar [('type','=','opportunity')] @@ -863,9 +868,14 @@ if record: + name="Pipeline" + parent="crm_menu_pipeline" + sequence="5"/> + + @@ -893,13 +903,6 @@ if record:
- - Lead Tags diff --git a/addons/crm/views/crm_templates.xml b/addons/crm/views/crm_templates.xml index 04609c193f5..cf0c7bd8667 100644 --- a/addons/crm/views/crm_templates.xml +++ b/addons/crm/views/crm_templates.xml @@ -5,15 +5,7 @@ - - - - diff --git a/addons/crm/views/crm_views.xml b/addons/crm/views/crm_views.xml index 1e4c12953c3..e085a6bed3f 100644 --- a/addons/crm/views/crm_views.xml +++ b/addons/crm/views/crm_views.xml @@ -7,24 +7,62 @@ the base module in order to set new groups. --> + + + + + + + + + + + + + diff --git a/addons/crm/views/sale_config_settings_views.xml b/addons/crm/views/sale_config_settings_views.xml deleted file mode 100644 index d6ed8df62df..00000000000 --- a/addons/crm/views/sale_config_settings_views.xml +++ /dev/null @@ -1,97 +0,0 @@ - - - - - sale.config.settings.inherit.crm - sale.config.settings - - - -

CRM

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diff --git a/addons/crm_phone_validation/__manifest__.py b/addons/crm_phone_validation/__manifest__.py index af92b69ce4b..1498d1d2f05 100644 --- a/addons/crm_phone_validation/__manifest__.py +++ b/addons/crm_phone_validation/__manifest__.py @@ -12,7 +12,7 @@ CRM Phone Numbers Validation This module allows for validate and format phone numbers for leads and contacts.""", 'data': [ - 'views/sale_config_settings_views.xml', + 'views/crm_config_settings_views.xml', ], 'depends': [ 'phone_validation', diff --git a/addons/crm_phone_validation/models/__init__.py b/addons/crm_phone_validation/models/__init__.py index a9734a49aa3..07108e91a8c 100644 --- a/addons/crm_phone_validation/models/__init__.py +++ b/addons/crm_phone_validation/models/__init__.py @@ -3,4 +3,4 @@ from . import res_partner from . import crm_lead -from . import sale_config_settings +from . import crm_config_settings diff --git a/addons/crm_phone_validation/models/sale_config_settings.py b/addons/crm_phone_validation/models/crm_config_settings.py similarity index 73% rename from addons/crm_phone_validation/models/sale_config_settings.py rename to addons/crm_phone_validation/models/crm_config_settings.py index 5407c9d0e63..7382c965cdf 100644 --- a/addons/crm_phone_validation/models/sale_config_settings.py +++ b/addons/crm_phone_validation/models/crm_config_settings.py @@ -4,7 +4,7 @@ from odoo import fields, models -class SaleConfigSettings(models.TransientModel): - _inherit = 'sale.config.settings' +class CrmConfigSettings(models.TransientModel): + _inherit = 'crm.config.settings' crm_phone_valid_method = fields.Boolean(related="company_id.phone_international_format", required=True) diff --git a/addons/crm_phone_validation/views/crm_config_settings_views.xml b/addons/crm_phone_validation/views/crm_config_settings_views.xml new file mode 100644 index 00000000000..1d6ca1ce6bc --- /dev/null +++ b/addons/crm_phone_validation/views/crm_config_settings_views.xml @@ -0,0 +1,18 @@ + + + + crm.config.settings.view.form.inherit.phone.validatation + crm.config.settings + + + +
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diff --git a/addons/crm_phone_validation/views/sale_config_settings_views.xml b/addons/crm_phone_validation/views/sale_config_settings_views.xml deleted file mode 100644 index 9e3a0b93975..00000000000 --- a/addons/crm_phone_validation/views/sale_config_settings_views.xml +++ /dev/null @@ -1,14 +0,0 @@ - - - - sale.config.settings.view.form.inherit.phone.validatation - sale.config.settings - - - - - - - \ No newline at end of file diff --git a/addons/delivery/views/sale_config_settings_views.xml b/addons/delivery/views/sale_config_settings_views.xml index 7f6d13635ef..d8b938f346c 100644 --- a/addons/delivery/views/sale_config_settings_views.xml +++ b/addons/delivery/views/sale_config_settings_views.xml @@ -4,13 +4,15 @@ sale.config.settings.inherit.delivery sale.config.settings - + - -
-
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+ +
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diff --git a/addons/report_intrastat/views/report_intrastat_views.xml b/addons/report_intrastat/views/report_intrastat_views.xml index 9e26a24844a..69c8e186a06 100644 --- a/addons/report_intrastat/views/report_intrastat_views.xml +++ b/addons/report_intrastat/views/report_intrastat_views.xml @@ -67,7 +67,7 @@
+ parent="account.product_configuration_menu" sequence="10" groups="account.group_account_manager"/> diff --git a/addons/sale/models/sale_config_settings.py b/addons/sale/models/sale_config_settings.py index bcee72dffc7..2e0fa8aeb03 100644 --- a/addons/sale/models/sale_config_settings.py +++ b/addons/sale/models/sale_config_settings.py @@ -5,8 +5,11 @@ from odoo import api, fields, models class SaleConfigSettings(models.TransientModel): - _inherit = 'sale.config.settings' + _name = 'sale.config.settings' + _inherit = 'res.config.settings' + company_id = fields.Many2one('res.company', string='Company', required=True, + default=lambda self: self.env.user.company_id) sale_note = fields.Text(related='company_id.sale_note', string="Terms & Conditions") use_sale_note = fields.Boolean( string='Default Terms & Conditions', @@ -69,7 +72,6 @@ class SaleConfigSettings(models.TransientModel): oldname='deposit_product_id_setting', help='Default product used for payment advances') auto_done_setting = fields.Boolean("Lock Confirmed Orders") - module_sale_subscription = fields.Boolean("Subscriptions") module_website_sale_digital = fields.Boolean("Sell digital products - provide downloadable content on your customer portal") auth_signup_uninvited = fields.Selection([ @@ -78,7 +80,6 @@ class SaleConfigSettings(models.TransientModel): ], string='Customer Account') group_multi_currency = fields.Boolean("Multi-Currencies", implied_group='base.group_multi_currency') - module_sale_stock = fields.Boolean("Inventory Management") module_delivery = fields.Boolean("Shipping Costs") module_delivery_dhl = fields.Boolean("DHL") module_delivery_fedex = fields.Boolean("FedEx") @@ -86,10 +87,7 @@ class SaleConfigSettings(models.TransientModel): module_delivery_usps = fields.Boolean("USPS") module_delivery_bpost = fields.Boolean("bpost") - module_sale_timesheet = fields.Boolean("Timesheets") - module_sale_ebay = fields.Boolean("eBay") module_print_docsaway = fields.Boolean("Docsaway") - module_web_clearbit = fields.Boolean("Customer Autocomplete") module_product_email_template = fields.Boolean("Specific Email") module_sale_coupon = fields.Boolean("Coupons & Promotions") @@ -144,7 +142,7 @@ class SaleConfigSettings(models.TransientModel): auth_signup_uninvited='b2c' if ICPSudo.get_param('auth_signup.allow_uninvited', 'False').lower() == 'true' else 'b2b', use_sale_note=ICPSudo.get_param('sale.use_sale_note', default=False), auto_done_setting=ICPSudo.get_param('sale.auto_done_setting'), - default_deposit_product_id=ICPSudo.get_param('sale.default_deposit_product_id'), + default_deposit_product_id=int(ICPSudo.get_param('sale.default_deposit_product_id')), sale_show_tax=ICPSudo.get_param('sale.sale_show_tax', default='subtotal'), multi_sales_price=sale_pricelist_setting in ['percentage', 'formula'], multi_sales_price_method=sale_pricelist_setting in ['percentage', 'formula'] and sale_pricelist_setting or False, diff --git a/addons/sale/report/report_all_channels_sales_views.xml b/addons/sale/report/report_all_channels_sales_views.xml index 0a00b45a14e..d2ec23db180 100644 --- a/addons/sale/report/report_all_channels_sales_views.xml +++ b/addons/sale/report/report_all_channels_sales_views.xml @@ -33,6 +33,4 @@ {'search_default_team_id': 1, 'search_default_current_year': 1} - - diff --git a/addons/sale/report/sale_report_views.xml b/addons/sale/report/sale_report_views.xml index 97d41d68a4f..317e0e83355 100644 --- a/addons/sale/report/sale_report_views.xml +++ b/addons/sale/report/sale_report_views.xml @@ -93,7 +93,4 @@ {'search_default_Sales':1, 'group_by_no_leaf':1,'group_by':[]} This report performs analysis on your quotations and sales orders. Analysis check your sales revenues and sort it by different group criteria (salesman, partner, product, etc.) Use this report to perform analysis on sales not having invoiced yet. If you want to analyse your turnover, you should use the Invoice Analysis report in the Accounting application. - - - diff --git a/addons/sale/security/sale_security.xml b/addons/sale/security/sale_security.xml index 0e62a89152d..f753c3bed13 100644 --- a/addons/sale/security/sale_security.xml +++ b/addons/sale/security/sale_security.xml @@ -59,12 +59,6 @@ - - - - - - diff --git a/addons/sale/views/sale_config_settings_views.xml b/addons/sale/views/sale_config_settings_views.xml index 82b8487a0fd..38a73fddc5a 100644 --- a/addons/sale/views/sale_config_settings_views.xml +++ b/addons/sale/views/sale_config_settings_views.xml @@ -1,501 +1,395 @@ - - sale.config.settings.inherit.sale + + sale.config.settings.view.form sale.config.settings - - - -

Pricing

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