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)
This fix previous commit a29f7f671b.
(1) Some objects have no color field.
(2) There was an issue when two many2many tags were instantiated:
If the first one had the 'color_field' attribute the second one
had it too even if this attribute weren't specified.
Now, it's fixed in data_manager
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.
- Add a "Filter by Industry" filter on top of the "Filter by Country" on the main /customers page. It should work similarly to the filter by "Level" in the /partners page of crm_partner_assign, but would filter on the customer's industry (With "All Industries") etc.
- (Cfr www.odoo.com/customers vs www.odoo.com/partners for live examples)
- The search input field on the main /customer page should search on the Industry field as well
- Add the "Industry" info to the /customers index, e.g. like a badge: http://i.imgur.com/Nzjeck9.png
- Add the "Industry" info to the website_customer.details template, e.g. like a badge or in the address block on the left
As of June 22 2016, the use of API key is required to access the
following:
- Google Maps JavaScript API
- Google Static Maps API
- Google Street View Image API
https://developers.google.com/maps/pricing-and-plans/standard-plan-2016-update
For domains accessing the API before June 22, it will still work without
an API key. Since Google advises to use the API key, we hide the Maps if
no API key is defined.
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.
Better display of contacts, simplified contact creation, use default image
for shipping and delivery, and various fixes and improvements in the
form view.
Main impacted addons :
- account: add a bank_account_count field and stat button that replaces the
2many field
- base_vat: remove the button to check vat, as there is already a constraint
and removed and unused import
- payment: add a payment_method_count field and stat button that replaces
the 2many field
The original commit by fka used to define less variables like this:
@px-4: 4px
@px-8: 8px
The goal was to be able to change the margin values in
media queries for smaller screens.
However, as the less is only compiled once in css, those
variables didn't really help as you couldn't redefine them
from inside a media query and have the less magically
reassign the margins on the fly.
I created less helper functions to be able to easily redefine
the margins for smaller screens from inside media queries.
The task also required to replace the nbsp in the html by the
newly created mr and ml classes.
This is also the first phase of the sass -> less transition.
Also added basic controllers on the partner model, allowing to see the public
page of a published partner (or all partners if website manager). The template
was already existing, but the controller was missing. It has been added.
[FIX] website_customer: fix the inheritance of view as the website group has been
removed in the parent view. Also added a breadcrumb fix.
Change xmlid from ir rule
Uses odoo unslug function
Rename CamelCase variable / function
Replace SQL by ORM search
Replace 1 by True for boolean
Improve name for ir model access
Add missing coding
Reindent long line
Reindent xml
Typo singular/plural
website.snippet: The methods described in javascript will be called automatically from the data-method_name = value on li snippets options. The methods are called in the order relative to children of xml (eg: <li data-method1=value1> ... <li data-method2=value2> ... </ li>, the method1 is then called method2). Methods receive two arguments: type (over, click, reset) and value. data-snippet-id-option becomes data-snippet-id. Several xml options can use the same data-snippet-id.
add a new gallery snippet
convert website_sale to the new option system
The forward port of the fix 3609ba10f2 will be done separately, as the mrp scheduler has been completely refactored from saas-5.
Conflicts:
addons/l10n_be_coda/wizard/account_coda_import.py
addons/point_of_sale/static/src/xml/pos.xml
addons/procurement/schedulers.py
[FIX] website*: unfuck buggy controllers
[IMP] website*: display GoogleMap in a human-usable interface
[IMP] website_google_map: large module cleaning
- There is now only one controller, data is sent once for all!
- Map is now fully resizable in its hosting template
- HTML/CSS cleaning
- JavaScript is now human-readable ;-)
Nicolas Martinelli
