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)
Customer portal is now a feature coming directly with sale module. As
it uses a simple website renderer customization and advanced website
features are not available and depends on having website module
installed.
Purpose
=======
Create one report where we can see all sales (sales from sales, eCommerce, POS) grouped by channels
Specification
=============
New Report Sales > Reports , the name should be "All Channels Sales Orders"
This report contains the following fields :
name
date
product_id
partner_id
company_id
user_id
price_total
pricelist_id
categ_id = product_categ_id
invoiced = amount to invoice
analytic_account_id
team_name
country_id
We thought about doing a kind of sale_order_common report, but we cannot re-use sale.report because of some field (qty_delivered, ...) that we cannot compute on pos orders.
Because when it does, it can create a cycle in the graph of
implied groups. This happens when the option 'Sort products
in sections with subtotals and page-breaks' is checked in the
Sales settings. In this case, being in group_user implies to be
in group_sale_layout, and being in group_sale_layout implies to
be in group_user.
This is a problem for groups display in the 'Users' form view: the
employee groups are no more linear, and thus no more displayed as
a selection field, but there is an 'Employee' section where each
of the employee group can be checked. Activating the option in the
Sales setting should have no impact of the groups hierarchy of HR.
Moreover, there have been several imilar issues on production
databases, probably due to this cycle, but that we haven't been
able to fully understand/reproduce yet: with this option in the
'Sales' settings activated, after a mysterious operation, the
'Users' form view was broken, because the selection field
'sel_groups_'for HR was still referenced in the view, but didn't
exist anymore (as HR groups weren't displayed as a selection field
anymore).
Now that users with restricted access can view the dashboard graphs,
access rules need to be applied upon fetching the data.
This commit also adds the missing access rules on sale reports.
Purpose
=======
we use to make proforma invoice to get payment before the creation of the real invoice. In the current odoo, the proforma state is too late. Because you have to confirm the SO to generate the draft invoice and so the proforma. But, if you do that, you have generated a subscription or a delivery order in the mean time. A proforma is actually a quote. In old ERP they used to make proforma to send a quote and don't generate invoice number.
Specification
=============
- Remove everything related to Proforma from accounting
- Remove the configuration of pro-forma from account setting
- Invoice form, remove "Pro-froma" button, stage, report title
- Add proforma configuration option in sales setting under "Quotation and Sales" section
- In quote/sale, add Pro-forma under Print
- A pro-forma is a quote, but the title of the report is Pro-Forma and not Quotation
- button (secondary) on quotation form "SEND PRO-FORMA" to send proforma by mail attached with related report.
- button
- mail template
- when preparing a quotation this button is visible but if even one invoice this should be invisible (as confirming SO doesn't generate invoice currently)
Before this fix, you was in an 'unknow' mode before to have selected the mode
in the sale res config after the install of sale.
Side effect:
Empty value in ecommerce
Missing column subtotal in 'sale.order' and related report
Now, with fix, mode B2B is set by default (was the only mode in old version)
Using same behavior that the method execute of class resConfigSetting.
Usability: set the default option as the first choice in the res config.
Allow to display price on the website tax included or not.
Price for product is computed with a new function display_price
which one compute an estimated price based on taxex and fiscal
position of the current partner for the current product.
Once the product is in the cart, it is the behaviour of previous commit
odoo/odoo@5f5f8d8 which is used to diplay price with or without taxes.
Allow to set in configuration mode b2b or b2c.
Change the column of order line in sale view and in reports depending of sale.
Fix price_reduce field (wrong if tax was included in price)
and merge with code discounted_price from website_sale.
Change header from reports "Price Tax Excluded' by 'Price' in report.
That is wrong, sometime the amount can haxe tax included in the price.
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.
- 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
Granting read-only access to Sales/Accounting Users is useless
as all employees already have it - removed. On the other hand
Sales Managers need write access to it in order to create
products, and they need it even when `sale` is not installed,
e.g. with `account` only.
Moved this access right to `product` module. The Sales
Manager group is defined in `base`, so that works.
ir.rule records are in noupdate data blocks to let the admin
alter them without fear of them being reset at next update.
Other records such as groups are in normal mode, so they
can be updated whenever necessary
bzr revid: odo@openerp.com-20121218232001-t425t4hi7qbmsip2
Haresh Shyara