Purpose is to extend the use of the newly-introduced activity view allowing
to see at a glance activities to perform on a given model. It eases daily
job of people working with activities.
Updated
* CRM and Sale/CRM main menus: pipeline, leads, quotations;
* Sales main menus: quotations, orders, to invoice/to upsell, products;
* Website Sale: quotations, orders, to invoice, abandoned;
This commit is linked to task ID 1889413.
Purpose of this commit is to remove filters and actions linked to archive
and restore.
Won / Lost filters are sufficient now as archive behavior has been removed.
Using the newly-introduced archivable option in kanban view we now hide the
archive / restore buttons present in the columns of leads kanban view. Indeed
people should go through the mark as won / mark as lost flow and not use the
archive feature.
In kanban view actions in vignette dropdown are also removed.
Finally some dead action code can now be removed.
This commit is linked to task ID 1880051 and PR #26977.
People don't understand archive. According to POs leads are lost and restored
and not archived / unarchived. Let us restore the mark as lost behavior.
As sometimes I am better than a goldfish let us point to this old task from
3 yeas ago: https://github.com/odoo/odoo/commit/69a769fc9994d00060485703aa4307e2c8877fb7. This commit basically
reverts that one. It was linked to task ID 20996 that explainedwhy archive /
unarchive had to be used for leads as people don't understand won / lot for
leads.
This commit is linked to task ID 1880051 and PR #26977.
Specifications: improve menu organization, search filters and groupby, reorder
filters, update some field labels.
crm
===
Restructure the menus as
* Sales
* My Pipeline (default filter: My Opportunities)
* My Quotations (default filter: My Quotations)
* Team Pipelines (opens sales teams in kanban view)
* Customers
* Leads
* Leads
* Scoring Rules
* Teams Assignation
* Leads Assignation
sale_crm
=========
Change the parent menu for 'My Quotation' menu item as menus are changed in
sales: crm.crm_menu_pipeline -> crm.crm_menu_sales
website_crm_partner_assign
==========================
Removed the menu and its action: crm -> Reporting -> Opp. Assignment
Change the menu sequence for crm -> Reporting -> Partnerships. Menu should
display as
* Leads
* Pipeline
* Activities
* Scoring Page views
* Partnerships
This commit is related to task #1878516 and PR #26929 .
In order to implement the next version of the dashboards in enterprise
we need to make some changes in community namely :
* Modify some search views (used in the dashboards)
* Remove the date/datetime filters from the search views as they are
duplicated with the time ranges
* Rename the menu items from Dashboard to Overview
Since https://github.com/odoo/odoo/commit/4330ea02676a4afd88707bb463a007e7de3c8686, action_mark_won was
not api.multi anymore, which made it impossible to mark leads as won in
batch.
The problem is that we do exactly this in the demo data.
As we need to keep the rainbowman in the interface the decision has been
taken to split the method in two parts, one for the interface which
returns the rainbowman (and uses ensure_one) and the second which is a
true api.multi method.
Thanks to @tde-banana-odoo for his advice on the matter
Since the mass mailing blacklist, it's possible to see if a contact is blacklisted
using the blacklist_mixin.is_blacklisted. As crm.lead.opportunity view is displaying
one of the two fields email_from and partner_address_email and is_blacklisted is
computed on email_from, it was necessary to add a related fields that read
the is_blacklisted value of the related partner to see directly of the opportunity
is blacklisted or not.
Purpose
=======
- Apply the blacklist implementation to Improve mailing subscription to be more
compliant with the European GDPR law. Keep a list of people who does not want
to receive promotional emails (or mass mailing in general) anymore.
- Allows the recipient to update himself his mailing preferences
Specifications
===========
This commit is regrouping some main changes on mass mailing.
Apply Blacklist for following models through blacklist.mixin :
- crm.lead
- res.partner
- mail.mass_mailing.contact
- mail.channel.partner
- Opt_out per mailing list instead of per mailing contact.
- Replace opt_out by blacklist in crm.lead + res.partner models
- Added 'ignored' state for mass_mailing. Ignored = blacklisted, opted-out
Ignored email are not included into final statistics to avoid confusion.
- Unsubscribe(d) pages migrated from website_mass_mailing to mass_mailing module
as thoses pages should work without having the website module installed
Detailed implementation
===================
Mass-mailing :
- A blacklisted email is notified by the ban icon next to the email field.
(at the left of the email field for display purpose)
- Renaming the '_get_blacklist' method that was actually
searching opt_out list into 'get_opt_out_list'
- Opt out per mailing list : Add opt_out + related fields (for display and
ergonomy reasons) on the relational model
- Display relational model tree view instead of mass_mailing.contact tree
view when clicking on mass_mailing_list in kanban view
-> In order to be align between contact_nbr displayed in kanban tile and
the content of the tree view
-> mass_mailing contact is accesible via the user icon in this tree view
- Remove custom filters 'filter_contact_subscription' and
'filter_contact_unsubscription' as opt_out is not on mass_mailing.contact
model anymore
- Add 'is_public' to mailing list
The name of this mailing list can be seen (or not) by recipient in
the unsubscription page
If the mailing lists used in the mass mailing are not public,
the user in only informed that he has been unsubscribed.
If the mailing lists are public, the user is informed that he has been
unsubscribed from the mailing lists
and he has the choice to modify his subscription to all the public
mailing list he is or was subscribed to.
- Unsubscription Page :
- mass_mailing_contact :
Opt_out per mailing list, done by email and not by id, as multiple
contact can have the same email
The recipient can add/remove himself to/from the blacklist
The recipient can send a feedback about why he unsubscribed
- crm.lead + res.partner :
Once the recipient unsubscribe, he is automatically blacklisted
The recipient can 'Come back' and remove himself from the blacklist
if he changes his mind
- Show blacklist button parameter added in config :
The idea is to enable/disable the fact that the recipient can add
himself to the blacklist by showing or not the 'blacklist me' button
Only applies for mass_mailing.contact. The recipient, once
blacklisted, can always, no matter the value of this parameter,
'come back' and unblacklist himself
crm.lead + res.partner :
- Replace opt_out by blacklist in crm.lead + res.partner models.
As when a res.partner or crm.lead unsubcribe, we assume that the recipient
does not want to receive mass mailing anymore, at all, even if we adds him
to a mailing list afterwards. He is then blacklisted to avoid this.
With this behaviour, if a new lead is created with the same email address,
he won't be able to receive mail in mass_mode.
But he will still be able to receive '1 to 1' direct email.
Task ID 33224
Closes#25966
In order to be able to add some enterprise views to crm, we need to
define the views as act_window.view, we also want to define a graph and
a pivot view for the leads.
We also want to have a more powerful search view associated with these.
Task: #1831168Closes#25400
The '.badge' elements must now also use the 'badge-pill' class to get
the same style as before as '.badge' elements without it are meant to
replace the old 'label' component.
- The dropdown structure was simplified, allowing to get rid of the
3-levels structure induced by <ul/> elements and dropdowns can now
contain anything. The class 'dropdown-item' is now mandatory for
each dropdown clickable element. The class 'dropdown-item-text' can
be used to add same padding and style but without making the element
have a clickable look.
- Dividers now use the class 'dropdown-divider'
- The way dropdowns are opened and hidden also changed (before the
'open' class was added on the `.dropdown-menu` parent, now the
'show' class is added on both the `.dropdown-menu` parent and the
`.dropdown-menu` itself).
- JS-wise, no click event handlers can be put on `.dropdown-toggle`
elements anymore (instead, use handlers for dropdown events).
- Carets are automatically put on `.dropdown-toggle` elements, so this
commit replaces the `.caret` elements with this. This feature was
possible to disable but would prevent us from adding a caret with
scss. Also, this simplifies the DOM. The 'o-no-caret' class was also
introduced to allow using the 'dropdown-toggle' class on non-caret
elements.
- Also adapt the scss to use $caret-width instead of $caret-width-base
Purpose is to help managers in their daily use of activities. When creating
a new activity type through an app-dedicated menu we should pre-fill the
model with the main app model. This is already done in several applications.
This commit fixes some applications where it was not done.
This commit is linked to task ID 1844644 and PR #25843.
Purpose of this commit is send lead / opportunity creation as well as
won opportunities KPIs in digest emails. Those are added in the default
digest template.
A tip to remind to use the mailgateway is also integrated.
This commit is linked to task ID 30655 and PR #18318.
It is now possible to easily filter data using periods of time
(e.g. Creation Date: This Week). This adds greater flexibility to the search
view and has made some old filters become useless. In this commit, we alter
the search views in order to profit of the new framework possibilities.
This commit allow to create easily a range of periods (related to a field
of date or datetime type) to select in the filters menu.
Two new attributes on elements with tag 'filter' are now usable
in combination in a search view arch:
- date: string.
A valid field name with associated type date or datetime
- default_period: string (optional).
To choose in the following list:
- 'today'
- 'this_week'
- 'this_month' (default)
- 'this_quarter'
- 'this_year'
- 'yesterday'
- 'last_week'
- 'last_month'
- 'last_quarter'
- 'last_year'
- 'last_7_days'
- 'last_30_days'
- 'last_365_days'
Example:
<filter string="Creation Date" name="period_generator" date="create_date" default_period="this_quarter"/>
Note: the attribute 'domain' can not be used for such filters.
The generated domains are dynamic and can be saved as such
via the favorites menu.
Purpose
=======
The Contact form is one of the most used/important view. It is quite
important to find the piece of information easily and to navigate in
a few clicks to the related views.
Specification
=============
Stat buttons
------------
- Restructure stat buttons with the following order:
Opportunities -> sales user
Meetings -> sales users
Sales -> Sales users
POS Sales -> pos users
Subscriptions -> Subscription users
Events -> event user
Tasks -> project user
TIckets -> helpdesk user
Purchases -> purchase user
Due -> billing: user
Invoiced -> billing: user
Vendor Bills -> billing: user
Customer/Vendor Partner Ledger -> accounting: billing
Analytic Accounts -> accounting: billing
Credit Cards -> sales user
Direct Debit Mandates -> accounting: billing user
Publish
- Use better/more relevant icons
- Check that the proper access rights are set
- Remove the bank accounts stat buttons and replace it by a one2many
tree on the Invoicing page.
Fields
------
Move some res.partner fields from the "Accouting" page to the
"sale & Purchase" page:
- Fiscal positions
- Payment terms
Miscellaneous
-------------
- Remove dead code.
- Display nothing instead "Please complete customer's informations and email"
on the popup when sending an email to a contact without email address.
Today, Odoo is really tricky to use without seeing the screen, it must be improved to be usable.
This PR forbid to use labels without a "for" attribute, add some title, rule and aria attributes in HTML. With that, Odoo will be fully usable with a screen reader.
* [IMP] Labels must have a for attribute. Improve accessibility.
* [IMP] Better error message when trying to read a missing cached value
* [FIX] Add some aria-label and title attributes for screen readers.
* [FIX] Template name is not included in the error message in case of SyntaxError in QWeb
* [FIX] Improve the Tour failed at step error message to be more explicit.
* [IMP] Add aria-labels
* [FIX] Add missing aria-label on failing test
* [IMP] aria-hidden means hidden. Fix all bad aria-hidden and hide aria-hidden for all.
* [IMP] Color names on kanban views and many2many tags
* [IMP] Add some checks on views for accessibility.
* [IMP] Add `alt` attribute on `img` tags.
* [IMP] Add aria-label and title on non-described icons
* [IMP] Add button role to widgets with btn class
* [IMP] Translate aria and formatted attributes.
* [IMP] Remove wrong aria-labelledby
* [IMP] Add menu role on dropdowns
* [IMP] Buttons must be focusable
* [IMP] Add aria attributes on progress bars
* [IMP] Improve accessibility of basic widgets
* [IMP] Change main layout to more semantic tags
* [IMP] Add menuitem role when missing
* [IMP] Remove wrong role='presentation'
* [IMP] Improve accessibility of tab panels
* [IMP] Add aria-invalid on invalid fields
* [IMP] Add aria-sort on ordered columns
* [IMP] Add role on alerts
* [IMP] Use dialog role, header, main and footer tags for modals
* [IMP] Add labels on o_status
* [IMP] Improve accessibility of kanban view with feeds and articles
* [IMP] Add alerts in case of new messages
* [IMP] Add widget, navigation or img role to aria-labelled items
The parent commit allows to select a specific interval for any
date or datetime field in the groupby menu. This makes some filter
akward, for instance "Order Month".
Accordingly, we have rewritten the string and help attributes in
search views archs and removed groupbys related to the same field
(that would have become redundant).
Use crm.lead instead of a the crm.opportunity.report object for
reporting. This allows to show more fields (e.g. tags_ids). The only
field not accessible in the report is #activities, but there is a
deicated report dedicated to activities.
Improved the default search. Example: when reporting on leads, you want
leads+opps by creation date (and not only leads) as an opportunity has
been a lead created too.
The reified view on the res users will be dropped in the following commit.
The previous commit adds support to define each group as a computed field on the res users.
This commit defines:
- A boolean field for each 'isolated' res.group, i.e. a group in the hidden category.
- A selection field for each 'Application' res.group, i.e. a group in a application category.
Example:
- The group to manage pricelist in sales becomes a boolean field
- The groups project user/manager become a selection field
- Create a customer, set an address
- Create an opportunity from the kanban view
The address fields are not filled in in the opportunity.
We add all fields filled in by `_onchange_partner_id_values`
Complement of commit e2bbee6df5
opw-1816438
The widget statusbar was using an attribute `clickable` on the field widget
to define if the statusbar was clickable.
This attribute is in fact not a field attribute but a widget option so it
has been moved accordingly.
Note that a retro-compatibility adapation is done in the field widget.
The curent behaviour of the 'phone validation' module will only format a
number to the national conventions IF possible and will never block a
user.
The term of 'Validation' isn't suited.
Fixes country_id and company_id mismatch in 65832dc.
Removes the view added by said commit as it was not a true stable
fix since it required users to update the module.
This commit uses a workaround to get the missing company_id field
which is monkey-patching the fields_view_get of the model, as
suggested by rco.
This commit also removes the exception catches that were rendered
useless by the False value given to the raise_exception parameter
of phone_format, introduced in 65832dc as well.
This commits fixes the behaviour in the website form as the phone
numbers were sanitized but never saved as such on their record.
This commit also renames the Phone Validation config setting to
suit its true functionality.
Nicolas Seinlet