- Move Leads under new section Pipeline.
- Move Phone Validation and Customer Autocomplete under new section Contacts.
- Move Asterisk (VOIP) under new section Integrations.
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)
*board,crm
Before this rev., the dashboard panel (e.g. of the sales team
dashboard) wasn't displayed when there were no record to display,
whereas it should. Only the nocontent helper was displayed.
This was a bug introduced with the new view: the views' controller
was in charge to display the renderer (if there were data to
display) xor the nocontent helper. As the dashboard panel was
rendered by the renderer, it couldn't be displayed alongside the
nocontent helper.
This rev. moves this logic to the renderer. So now, the controller
always contains the renderer, which decides what to render (the
data or the nocontent helper). This way, the dashboards can display
their panel and the nocontent helper.
The module is described in either static/description/index.html, either in
README.md file.
It is ok to have both README.md and index.html as index.html is for a formated
description and README.md is displayed in github
e.g. https://github.com/odoo/odoo/tree/10.0/addons/stockCloses#18036
On the CRM dashboard, the shortcut 'exp. closing' is the same than the
'overdue' shortcut. However, the number of opportunities in these
categories is computed differently (see method
`retrieve_sales_dashboard`).
We introduce a new filter "Overdue Opportunities" which reflects this
difference.
Backport of 9d2f48dc7f
opw-704173
opw-751165
The rainbow_man effect has 'rainbow_man' type, not 'rainbow'. This is
what happens when someone decides to change the spec after testing has
occurred...
This commit introduces the 'rainbowification' feature to the web client
(and to some affected addons). This feature is essentially a way to
display a nice friendly message when some business event happens. For
example, a encouraging message is displayed when the user clear her/his
inbox, or when a salesman closes a deal.
The mechanism currently only displays a 'rainbowman', but could be
extended later to add other kind of animation.
There are a few different ways to display a 'rainbowman':
- any JS code can simply trigger_up an event ('show_effect') with some
options: for example
this.trigger_up('show_effect', {
type: 'rainbow_man',
fadeout: 'no',
message: $done,
click_close: false,
});
- an action returned by the server can have an 'effect' key, with some
options
- the do_execute_action method accepts a 'effect' option. This is
useful when one wants to specify a rainbow on an action button in a
form view
Joint work with: dbh <dbh@odoo.com>, ged <ged@odoo.com>
There is a bit of magic in the kanban with many2many: the widget many2many_tags
is automatically set on many2many fields.
Since the previous commit, the `color_field` needs to be explicitly stated
in the options for the tags to be colored.
In kanban views where tags were previously colored, we thus have specified the
widget and the color option.
Since the previous commit, the `color_field` needs to be explicitly stated
in the options for the tags to be colored.
The previous behaviour (always read the field `color`) was leading to server
warnings if the field was not present on the comodel.
Thìs commit set the `color_field´ for every many2many_tags on fields that have
a `color` field on the comodel.
based on v10 terms and saas-15
add the new languages
Much noise due to the different softwares that do not indent the terms the same
way. Merged the po files with --no-wrap option which makes long lines.
opw-751014
Purpose
=======
If you create an opp from the kanban you can select any contact (even if not marked "customer")
If you try to add a "non-customer" for the same field from the form view you cannot.
Specification
=============
Apply the same behavior than on the form view.
Xavier Morel