PURPOSE
This commit removes the mass_mailing.campaign model. Instead of having a fully
fledged model, we will simply inherit utm.campaign. We will also add relevant
statistics on utm campaign model in order to use it in various applications.
SPECIFICATIONS
This commit removes the mass_mailing.campaign model. Instead of having a fully
fledged model, we will simply inherit utm.campaign. This change implies that
mass_mailing.tag and mass_mailing.stage have to move to the utm model along
their associated views/data.
These changes were made so that campaigns could be used in the future
by social, mass_mailing and mass_sms and available in the same view
This commit also removes the source_id and the medium_id
fields on the campaign.
This commit also moves the unique_ab_testing field from the mass_mailing_campaign
to the mass_mailing model
Task ID: 2002029
PR: #34015
Purpose
=======
Some formviews are useless since there are so few relevant fields https://nimb.ws/1EdMV7
For instance, to create a new lost reason the user is forced to:
1. Hit create
2. Type in the name of the record
3. Hit save
4. Go back to the treeview
While he could simply type them away in an editable treeview.
The goal of this task is to allow for creation/edition of records in such models
directly from the treeview.
Specification
=============
Modify tree views from a given list of models for which the
treeview has to be made editable bottom.
If not specified otherwise, the content treeview should stay the same.
If a field is readonly/required/etc. in the formview, it should be in the
editable treeview as well.
Relabeling has to be done of the field itself, not in the view.
TaskID: 2026126
closesodoo/odoo#34577
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
The old tree views don't really exist anymore, this odd pseudo-flag to
dispatch between "list" and "tree" tree views has no reason to remain.
Task 1937686
closesodoo/odoo#31243
Signed-off-by: Xavier Morel (xmo) <xmo@odoo.com>
Purpose is to give a quick polish to this module code concerning views.
Some ids are updated, indentation is fixed.
This commit is linked to task ID 1896681 and PR #27975.
This module holds old code and is still not updated according to guidelines.
Let us update a bit the naming in this module to have readable code.
This commit is linked to task ID 1896681 and PR #27975. No functional change
should occur with this commit as it contains only renaming / move.
We would like to make the "no item found" screens more appealing.
Before this commit, it shows a small help tip in the top-left
corner of the screen, just below the "Create" button.
With this commit, these help tips have been replaced by onboarding
screens, which consist of a picture and some text below, both of which
are horizontally centered.
The texts have been slightly changed, so that they are shorter and clearer.
Considered modules:
(A)
account,
account_asset,
account_budget,
account_test,
account_voucher,
analytic
(B)
barcodes,
base,
base_automation,
board
(C)
calendar,
contacts,
crm
(D)
delivery
(E)
event
(F)
fleet
(G)
gamification,
google_drive
(H)
hr,
hr_attendance,
hr_contract,
hr_expense,
hr_gamification,
hr_holidays,
hr_payroll,
hr_recruitment,
hr_timesheet
(I)
im_livechat
(L)
l10n_fr_sale_closing,
link_tracker,
lunch
(M)
mail,
maintenance,
mass_mailing,
membership,
mrp
(N)
note
(P)
payment,
point_of_sale,
post_mercury,
pos_restaurant,
product,
project,
purchase,
purchase_requisition
(R)
rating,
repair,
resource
(S)
sale,
sale_timesheet,
sales_team,
stock,
stock_account,
stock_landed_costs,
stock_picking_batch,
survey
(U)
utm
(W)
web,
website,
website_blog,
website_customer,
website_event_track,
website_forum,
website_quote,
website_sale,
website_sale_digital,
website_slides
Purpose
=======
Utm links are really useful for website owners but this feature is hidden in Odoo apps. There is nothing pointing to that.
Specification
=============
- Add new module to generate utm pie chart in website_sale dashboard to track website utm link
- Add new option in website settings to install "website_links"
Title: Link Tracker
Subtitle: Track clicks on UTM links
Tooltip: Analyze the efficiency of your marketing campaigns by using trackable UTM trackers (campaigns, medium, sources). Create trackers and follow clicks from the Promote menu of your website. Those trackers can be used in Google Analytics or in Odoo reports where you can see the opportunities and sales revenues generated thanks to your links.
- Add utm chart to dashboard, using nvd3 such pie chart should be easy to implement
- If no data to display > Display a default picture with "There isn't any UTM tag detected in orders".
- Set a real icon to app "utm" since it shows up in homepage debug mode
This additional administration group was formerly used to hide
the configuration menuitems for the common users.
Being manager should be enough to access these items
Remove link to marketing groups on access rights and main menu. UTM being a
technical module it is now linked to the configuration group. Link tracking has
also been updated to use the configuration group.
Access rights and main menu display have been udpated.
- Several Modules have been splitted into several apps
Examples :
Human Resources : Splitted into Leaves, Recruitment, Expenses, Appraisals, Timesheets, Employees, Payroll
Marketing : Mass Mailing, Events, ...
Messaging : Chat, Agenda, Notes, Address Book, ...
- Generally, the related reports have been moved in the apps, as last menu
- Also, configuration menu (no_one group) have been moved into a config root menu
exception made for the warehouse and lunch modules
- Configuration for typical frontend modules have been moved into the website settings
Related modules : Ecommerce, blog, slides, forum
- When they are present, menus like 'product' or 'customers' have been moved
ex : Customers in Sales menu, Product in POS menu
- A lot of sequences and xmlids have been added or modified in this commit
- List of apps :
1 Chat : Inbox, Channels
2 Agenda : Calendar
3 Notes
4 Address Book : The view contact is still laying in the mail module (1 app => 2 icons)
5 eCommerce : Still to define : Config + Orders Analysis + Shipping + incoming Amazon module
6 Sales : Dashboard (Sales Team Kanban), CRM, Sales (note that they are splitted into 2 submenus)
Assignation, After-Sales (Invoicing and Services), Reports
7 Point of Sale : Dashboard (POS status), Orders, Reports
8 Project : Dashboard (Project Kanban), Search (all tasks, issues), Incoming Forecasts module, Reports
Project.issue.version feature has been removed completely
9 Members : Dashboard (Members Kanban), Report, Config
10 Timesheets : Time Tracking, Approvals, Reports
11 Purchase : Purchase, Control (Products and Bills)
12 Warehouse : Dashboard (Warehouse Kanban), Operations, Inventory Control, Schedulers, Configuration
13 Manufacturing : Same menu structure
14 Mass Mailing : Mailings, Campaigns, Reports
15 Events : Events, Reports
16 Lead Automation : Campaigns, Reports
17 Surveys : Surveys, Reports
18 Human Resources : Dashboard (Departments Kanban), Employees, Contracts, Engagement (Gamification)
19 Recruitment : Job Positions, Applications, Resumes & Letters, Reports
20 Expenses : Expenses, Approvals, Reports
21 Leaves : My Leaves, Approvals, Reports
22 Appraisals : Appraisals, Interview, Reports --> Will probably be modified by the incoming refactoring
23 Payroll : Current Menu
24 Lunch : My Lunch, Manager, Configuration
25 Accounting : Same menus currently, waiting the new accounting to be merged
26 Fleet : Current menu
27 Sign : Incoming docusign module
28 No root menuitem with this sequence
29 Attendance : Attendance, Reports
Sign in/out by project feature has been removed completely
30 Link Tracker (group_no_one) : Link Tracker, UTMs
New view added : URL Shortner, which is the frontend view embedded in backend
31 Versionning : Website domain, Versions, Experiments
32 Slides (group_no_one) : Channels, Categories, Slides, Tags
33 No root menu item with this sequence
34 Livechat : Channels, History, Reports
35 Dashboards : My Boards, Configuration
36 App Store : Local Modules, Apps, Updates
Last Settings : Incoming Dashboard Settings, Sales, ...., Website Settings
General Pattern for all modules' settings :
| Module_name
|-- Settings : General Config view (checkbox screen)
|-- Record setting 1
|-- ...
|-- Record setting n
Example for Sale module
| Sales
|-- Settings : Checkbox screen
|-- Quotations
|---- Quotation Templates
|---- Report Layout Categories
|---- Contract Template
|---- Invoice Type
|-- Contract
|---- Deduplicate Contacts
|-- Delivery
|---- Delivery Methods
|---- Delivery Pricelist
This module tracks clicks in mass mailing mails and allow the generation of trackable links in a website interface.
Modules modifications
---------------------
Refractoring of the crm_tracking_* classes in a new module.
* Extract the crm_tracking_* from the crm module into a new module "utm"
* Remove the crm_mass_mailing bridge module
* New dependencies of mass_mailing and website_links to utm.
qmo-odoo