Use crm.lead instead of a the crm.opportunity.report object for
reporting. This allows to show more fields (e.g. tags_ids). The only
field not accessible in the report is #activities, but there is a
deicated report dedicated to activities.
Improved the default search. Example: when reporting on leads, you want
leads+opps by creation date (and not only leads) as an opportunity has
been a lead created too.
- Add missing tour stage in crm creating opportunity and minor fixes
- Label, Placeholder and Tip IMP
- Restrict Create new sales channel
- No Content Help Improvements
- Schedule Activity Button Layout Change
- Chatter Log IMP
The new settings model loads by default all settings. In the case of
non-admin user having the 'Settings' access rights this can lead to
access errors.
This commit deals with the multi-company issues on a standard
installation. If the admin is in Company A and the other user in Company
B, accessing the settings is pretty much impossible because of records
rules.
This fixes the master or demo data to avoid setting a company by
default. Note that it only fixes a standard installation: if the
settings are later customized, there is no guarantee that it will still
work.
Problematic fields:
`auth_signup_template_user_id`
`crm_default_team_id`
`leave_timesheet_task_id`
opw-801210
Purpose
=======
User tests have been made by the Product Owners team. It showed that the planners are not used by new users on Odoo due to several reasons (They are too static, too heavy to use,...)
Specification
=============
Remove the module and its different applications. The onboarding on the business flow will be improvement in the weeks to come.
PURPOSE
=======
Provide import templates to ease the import process
Specification
=============
SPECIFICATION
==============
1/ Add specific templates to import screens: e.g. for product.template, res.partner and bank statements
2/ Replace import files suggested in planners (sales & website) by those ones.
3/ Add import template to bank statement import wizard for CSV, OFX, QIF and CODA files
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)
Fields like `default_foo` still used ir.values although those are system-wide
parameters and should therefore be stored in ir.config_parameter
table.
When no default_model is set on a field, don't prefix it by `default_`.
Also, remove deprecated generation of alias on sales team.
According to usability experts configuring a sales team alias should
be done directly on the sales team view and not through an hidden
and strangely configured settings.
rename values of selection field to actual model names.
this prevents the need of a separate function to get the sql table
and allows to get direct access to the model.
(needed for the next commit)
Currently there are several issues with this configuration box
* default_<field> does not generate automatically ir.values anymore.
Defining default_model does not work since it is not linked to an
existing <field> in current model sale.config.settings. Checkbox
value is therefore not saved and lost at reload;
* box label is not clear as user may understand unchecking it drops
all aliases or email support. This is not the case as it is only used
to define an alias creating unassigned leads. This is a rare use case
where leads assignation is done manually;
* checking / unchecking the 'Emails' box does not have any effect on
default info alias. This is counter-intuitive as user asks to remove
the feature but it still works in background;
This commit fixes those issues by
* correctly setting the checkbox value in an ir.config_parameter so that
it is not lost anymore at reload;
* inactivating info alias by default;
* adding onchanges so that values are reset when unchecking checkboxes;
* updating string and displayed label and helps for the 'Emails' section;
* putting that Emails checkbox in advanced mode as it is a rare use case;
Purpose
=======
External links in the data sometimes open in the same tab, the users loses times as he has to come back (and looses the context).
Specification
=============
Any external links in data (planners, settings) should open in new tabs.
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.
Main idea of this commit is to simplify the various options of
ir.actions.server model. Purpose is to make it a simple tool to
execute some actions or python code. This has two main consequences
* create and update server actions are simplified to update only the
current record. Complex options can always be achieved by python code
instead of error-prone option building mechanism;
* condition of server actions is removed. If a condition is necessary it
can either be included in a code server action, or integrated in an
automated action;
This commit features :
* remove 'client_action' server action type. Indeed this can be achieved
with a code server action returning an action;
* remove 'condition' on ir_actions_server model. From now on conditions
and triggers are managed in server action code or using automated
or scheduled action;
* clean 'create and copy a record'. Create and link are the proposed
options. Copy of the record or of a selected record is removed. Link
is simplified by removing the parsed expression that allowed complex
path update. It is simpler to write code than write python-like
expression in char fields;
* remove 'use_write' options. It now simply updates a record;
* remove 'write_expression' as it is replaced by code actions;
* remove 'ref_object' not used anymore with the removal of "choose
a record";
* remove helper to build an expression not used anymore with the removal
of "write expression";
* remove object ID finder;
* removed template display when choosing an email template; just go
on the template if you want more details;
* refactor server action form view to reflect changes. It will be used
in future commits as base view for automated and scheduled actions;
* add 'sequence' in list view;
* add new 'usage' selection field allowing to distinguish which model
uses the server action. Indeed as server action will soon be used
in scheduled or automated actions having a clue about the usage
is always helpful;
Thanks to @fpodoo for the original idea and preliminary work. Thanks to
@jpr-odoo for first developments. Thanks to @jem-odoo and @rco-odoo
for reviewing.
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
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.
Change color #a24689 to #875A7B
Commit https://github.com/odoo/enterprise/commit/8ac1c19fac7615fecd51e670f798d13158a4e53c
changed the odoo interface violet by changing the main LESS variable
but forgot there was many direct occurences in XML/HTML/... (for
example for the mobile browser color).
Even if it's community the odoo interface violet is used at many places
(module description, XML demo data, ...).
As we will soon improve the sanitizer we will be able to sanitize email
templates body. However this implies some cleaning in the templates to
be sure mako is not considered as invalid html / xml and therefore removed
from the template body.
The step consisting to go back to the app switcher doesn't work in community,
obviously, so this commit make it active in enterprise only.
Also make the Settings app selector more robust by accessing it through its
xmlid, as we do for other apps and menus.
Stages are now shared by default between sales team. As the sales flow should
be quite the same whatever the sales team, stages are now shared and not
sales team dependant.
The possibility of customizing the flow by adding stages specific to a sales
team still exist. Stages have a team_id field that can be set in the stage
form, in configuration. However this is not the default behavior. A stage
is either common to all sales team, either specific to only one sales team.
This is why there is no team_ids field anymore, only team_id.
Moreover leads do not use stage anymore. A lead is either alive or archived.
The type field on stages is then removed, as all stages are now used in
opportunities only.
A small hack has been introduced in crm_stage default_get. Indeed when going
from the pipeline, creating a stage with a sales team in context should not
create a stage for the current sales team only. Therefore unless specified
in the context, default_team_id is discarded in the default get context.
Fabien Pinckaers