Commit Graph
19 Commits
Author SHA1 Message Date
Jigar Patel cbd7a5c37f [IMP] website_crm: add default attributes for 'Create a Lead' form
task-32212
2019-04-19 10:39:21 +00:00
Martin Trigaux cde120058a [FIX] adapt code for new xml-id format
Following previous change in field reference
2018-02-01 18:11:52 +01:00
rde 4ecbacaf59 [ADD] website: add new page management
website.page = old ir.ui.view with page=True
website.redirect is a new mechanism to replace in the futur the ir.attachment
mechanism of redirect.

From now, we don't have a specific /page controller to serve 'page'.

We use a new model website.page which is rendered if none route matches the url
 and that the field 'url' on website.page matches the request.httprequest.path.

The order to serve a path is:
    - Routes defines in controllers (/shop, /blog, ...)
    - ir.attachment with name matching the path
    - website.page with url matching the path
    - website.redirect with url_from matching the path
    - 404

To improve:
    - allow regexp in website.redirect model
    - allow to edit the view_arch from the page.management via redirect backend
      (needed when traceback in the page, or when modifying a js/css/less/...)
2017-09-15 15:29:37 +02:00
Denis Vermylen (dve) eed8a34686 [IMP] crm_*, sale_*: sales channel dashboard
Functional
        ==========

Sales teams become sales channels. Their dashboard cards now include a graph
displaying customizable data for managers (comparable to those in accounting).

By default, you now have the following sales channels (non-demo):

      Direct Sales      (with installation of crm or sale)

  Sales Channel type: Sales
  Works same as before, what's changed is:
    - their cards display one big button directing to the start of their
      workflow
    - the links on the right-hand side have been reworked, and are only
      displayed when there is at least one item requiring attention.
    - 'More' tab remains unchanged.

      Website           (with installation of website_sale)

  Sales Channel type: Website
  Differences lies in the links displayed in the dashboard card:
    - it displays abandoned carts, awaiting payments and payments to capture
  Default Channel linked to all sales made from the eCommerce.

      Point of Sale     (with installation of sale and point_of_sale
                                              -> auto-installs pos_sale)

  Sales Channel type: Point of Sale
  Linked to pos.configs and their pos.sessions and pos.orders.
    - only links to their linked pos.config dashboard and open sessions
    - can't use opportunities, lead or invoicing and can only display
      pos.order data in the graph.
  Default Channel linked to the default pos.config.

        Technical
        =========

- Add a channel type: sales, pos, website that have different actions/settings
- Add a graphs to the kanban cards in the sales/crm dashboard, configurable in
  the form view in the new dashboard page.
- Rename sales teams to sales channels, rename and add default and demo sales
  channels
- Change dashboard links depending on the channel type and add a related
  computed fields on crm.team
- Rename strings and improve channel form view.
- Leads are now checked by default once activated for 'sales' type channels
- Disable checking "leads" without using "opportunities".
- Hide invoicing and invoicing target depending on channel type.
- Move currency_id to sales_team
2017-01-03 19:04:34 +01:00
Martin Trigaux 11812b0b9e [FIX] all: remove external ids fakely from base
Several modules defines records with the external ID `base.foo_bar` while it is
created inside this module (typically menus and groups).
While there is no technical reasons to do so but this may introduce issues:

- these records will not be deleted during uninstall
- if a language is loaded before the installation of the module, it won't be
  translated

The uninstallation will only remove the records with an external id linked to
this module (these would only be removed when removing base).

Installing a language before the module will drop the translations not linked
to an existing external id (as it can not be resolved).

This commit correct all the external ids tagged as from base or other incorrect
modules.
2016-09-02 16:14:26 +02:00
Jérome Maes 53b65a51d2 [MIG] website_crm : migration to new api 2016-07-12 11:43:47 +02:00
Ravi Patel 75153063fe [IMP] sales_team: Remove the 'code' field from the crm_team 2016-04-12 11:50:50 +02:00
Xavier Morel 2afb5b43ef [IMP] form builder fields blacklisting
* blacklist all fields by default
* don't use blacklist in get_authorized_fields which is called to see if
  a field can be added to a form, instead only use it afterwards to see
  if the field can be written to by the formbuilder. That way
  formbuilder can whitelist fields which are actually added to forms
  on-demand resulting in a more secure interaction
2015-11-30 16:39:13 +01:00
Xavier Morel 2769029eef [IMP] make form builder opt-in update
In noupdate, the opt-in setting is ignored by migrations and breaks the
corresponding feature. If the feature is undesirable, don't install the
module.
2015-11-30 16:39:13 +01:00
Fabien Pinckaers bbcc144d2c [IMP] My Pipeline working 2015-08-29 15:34:34 +02:00
David Monjoie a77f5cf42f [ADD] website_form: generic form controller
Contains a new ajax post function that comes from mdo's
original code and that I was not able to get rid of.
2015-08-26 16:01:19 +02:00
Christophe Simonis 8d95f6dcdf [MERGE] forward port of branch 8.0 up to 19b5ba2 2015-08-14 17:26:04 +02:00
Mathias Neef c9d41679fb [FIX] website*: active class in menu
In the top menu bar, the `active` class is set when the
menu url matches the page url (the url in the browser url bar)

A while ago, we made so all urls
`/page/website.***'
were automatically redirected to
`/page/****`

Therefore, if the menu url still contains this `website.` prefix,
the active class wasn't set on it, while it should.

Fixes #3059
Closes #3070
2015-08-14 17:10:46 +02:00
Turkesh Patel fd659e908b [IMP] crm: business model cleaning
Models renamings:
- crm.case.stage becomes crm.stage
- crm.case.section becomes crm.team

Model split:
crm.case.categ has been splitted into:
- crm.phonecall.tag
- crm.lead tag
- crm.claim.tag
- crm.helpdesk.tag

Models removal:
- crm.payment.mode
- crm.segmentation
- report.crm.case

Removal of the crm_profiling module

(all these refactorings have been done in order to ease new API
migrations)
2014-11-04 16:58:41 +05:30
Thibault Delavallée 37ccbada84 [FIX] website_sale, website_crm: website salesteam value in correct
module.
2014-05-14 17:34:43 +02:00
Thibault Delavallée a1e70ea0a4 [IMP] website_crm, website_sale: have only one salesteam to handle ecommerce and contact form.
The xml_id is now based on website.
2014-05-13 12:09:24 +02:00
Fabien Pinckaers 3e2c0c6d64 [FIX] showing help message for leads and its alias
bzr revid: fp@tinyerp.com-20140126093236-9djrusln4wvi3zdx
2014-01-26 10:32:36 +01:00
Christophe Matthieu 33eeff4448 [IMP] website_crm, website_sale: add a Website sale team and new lead and order to this sale team
[FIX] website_sale: remove auto assignation to administrator from website lead and order

bzr revid: chm@openerp.com-20140124114224-w80wd2ea0bx20ldk
2014-01-24 12:42:24 +01:00
Thibault Delavallée 9415662718 [MOV] website_crm: moved data file into data directory (new module organization)
bzr revid: tde@openerp.com-20131014082401-3bkmrq7zmbxpjk5a
2013-10-14 10:24:01 +02:00