This reverts commit ab65a02f5a.
Before that commit "Sales / User: Own Documents Only" had access to
self-assigned or without salesperson assigned leads.
With the change, user of this group were meant to also have access to
leads with an activity to which they were assigned to.
But:
- this is a different behavior from activities on other models.
- there is a technical disability that in some case prevent to have
fully functionning access rules if based on one2many with
auto_join=True (we will try to fix this in master).
opw-816246
closes#23085
Before this commit, when the sales person (user A) of a lead assigned another user (user B) to an activity
user B couldn't see the lead in his pipeline
After this commit, he can
OPW 787935
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)
CRM module depends on base automation only to have some automated
actions as demo data. To avoid having unnecessary dependencies
automated action demo data have been removed. This allows to remove
the dependency between CRM and base automation.
First step towards cleaning and improving automated actions is to
correctly name things. base_action_rule module is therefore renamed
to base_automation. Model is also renamed to base.automation.
crm.lead model now supports activities. Filters have been added to ease
their management. Mail activities replace the old crm.activity model. All code
related to crm.activity is then removed, including views and custom widget.
Standard activities feature is now used widely in Odoo addons and replace
those custom activities.
A small update is required in website_crm_partner_assign. Now the portal user
can only update or create its own activities aka assigned to him. If he has
an activity assigned to him it is displayed in the opportunity website view.
If not editing the opportunity will create a new activity assigned to him.
Purpose:
Having the res_group defined in base and sales_team auto installed
with mail doens't make sense.
- Move the empty res_config class and the related view from
base_setup to sales_team (base_setup only contains the 'General Settings'
model and views
- Move the 'sale' related content from product to sale module (Access rights,
menuitems,...)
- Set sales_team at autoinstall False. The module is installed when needed by
crm or sale for example
- Set sales_team as a dependency of voip. (Access rights defined for configuration
purpose)
- Set sales_team ad a dependency of subscription (Access rights issue too)
[FIX] account: move some ir.model.access to sale module
[FIX] payment: Move some ir.rule to website_sale
[FIX] stock: move some ir.model.access rule to sale_stock
[FIX] project: Move some ir.model.access rules to crm_project_issue
[FIX] mrp: Move some ir.model.access rules to sale_mrp
[FIX] calendar: move some ir.model.access rules to crm
Rename xmlids accordingly. Example: 'base.group_sale_manager' becomes
sales_team.group_sale_manager.
[ADD] sales_team: See own documents => See only his sales team
Moved the "User: Own Leads Only", "User: All Leads" and "Manager" groups from sale and crm
into sales_team module. Add the record rules so that user can see only his Own Sales Team
if "See Own Leads" is sales right and can see all sales teams if he is having sales rights
of "See All Leads" or manager.
This branch need more testing instead of doing 10 fixes. A lot of issues are occuring
when installing modules in different orders.
This reverts commit fa6e415cdb.
Purpose:
Having the res_group defined in base and sales_team auto installed
with mail doens't make sense.
- Move the empty res_config class and the related view from
base_setup to sales_team (base_setup only contains the 'General Settings'
model and views
- Move the 'sale' related content from product to sale module (Access rights,
menuitems,...)
- Set sales_team at autoinstall False. The module is installed when needed by
crm or sale for example
- Set sales_team as a dependency of voip. (Access rights defined for configuration
purpose)
- Set sales_team ad a dependency of subscription (Access rights issue too)
Rename xmlids accordingly. Example: 'base.group_sale_manager' becomes
sales_team.group_sale_manager.
1/ Add a stat button with history of activities (count of activities) on
the Customer form view
2/ Activity reports: When clicking on the list view, there shouldn't have any
group by (remove the Salesperson/leads group by)
- now possible to archive lost reasons. Indeed some reasons may become
unrelevant after some time.
- updated access rights on lost reasons: manager can create / update them
salesmen can only use them
- add archived filter
Among various small fixes, some changes :
- correct computation of default sales team, located in sales_team with a
small code cleaning. Rely on this method everywhere it is necessary.
- add a configuration option to enable the use of leads in sales team;
otherwise it is hidden
- better display of alias in empty list help;
- add a menu for next activities, that are the opportunities with an action
whose deadline is near assigned to the current user;
- automatic update of aliases configuration on sales team, based on whether
they use leads and/or opportunities;
- add a wizard to log the lost reasong when deactivating a lead or an
opportunity
[REM] crm: removed unused file crm_report_view.xml, containing
strange old views, probably some old reports. Those seems to be replaced by
the opportunities and activities analysis + the various dashboards and
graph views.
won: probability=100 (on lead)
loss: probability=0 and not active
Won / Loss Replaced most complex domains (merge leads wizard...) by active=True
[IMP] Code cleaning / removing:
unused report.crm.*
merged crm.lead.report and crm.opportunity.report (one report with domains)
[IMP] Cleaned demo data:
Won / Loss, Put back "New" stage
Removed "Marketing" sales team
[IMP] Removed Multiple salesteam setting (always multiple salesteam
Always display the dashboard (multiple salesteam)
No more option in settings
[FIX] misc fixes (bad domains), type not required
to define custom light workflows on opportunities.
Activities are linked to mail.message.subtype through inheritance.
This means that the follow mechanism works for activities. When
an activity is done, a message with the matching subtype is posted
on the opportunity.
Activities are internal by default. They are only visible by
employees.
A shortcut in the 'log a note' chatter option allows to post a
note linked to an activity (subtype).
- 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
Before this commit, it was only visible by the admin user.
I used the crm.phonecall.report rules as an example, but I don't
think either of those or the opportunities ones are actually
used in the case of group_sale_salesman, because the submenu
Sales of the Reporting menu is only visible to the Sale Manager.
Fixes opw 615048.
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.
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)
Nicolas Lempereur