Previously, customizing the website footer was not very easy. This
commit will allow users to customize the footer like any other
snippet area.
There are several behavior changes, as mentioned below:
- Removed toggles 'Automatic Footer' and 'Payment Icons' from the
Customize menu
- Language Selector was moved near the 'Copyright' section of the footer
and features a dropdown (dropup technically) to select the language
- Moved some footer links from various modules to top menu
List of the added menus / changed menus:
(a) Resellers (new menu for previous footer link 'Resellers')
(b) References (new menu for previous footer link 'Our References')
(c) Forums (renamed from 'Forum', as a replacement of 'Forums'
footer link, showing all the forums instead of 'Help', as there
is no link available to all forums after this commit)
(d) Live Support (new menu for previous footer link
'Livechat Support')
(e) Mailing Lists (new menu for previous footer link 'Mailing List')
(f) Members (new menu for previous footer link 'Members')
- Links which were already available as a website menus (Presentations,
Jobs, Events, News, Documentation, etc) are simply removed
Technical Notes:
- Introduced a new template called 'brand_promotion' in website.
This will help to avoid adding redundant footer content (like
copyright, language selector etc) from several modules (website_sale,
website_event, website_quote, etc) while the only intention is to
replace module page links.
- Removed summernote related fix in portal.less (caused by xpath)
because footer is now customizable and added padding to structure
instead of footer itself so that bg-color/img can be applied on
whole footer.
- Few of the tours are improved to drag and drop snippets at proper
places and not inside the footer.
- Used Flex in copyright portion of footer, so that text will always be
horizontally centered (Some themes have different padding for buttons,
etc, so if we don't align text dynamically, it has to be managed in
particular theme and in particular layouts like full-screen / boxed.
And if someone changes height of this portion, we have to re-design
this portion again, etc).
task-38069
Closes https://github.com/odoo/odoo/pull/22298
Co-authored-by: Dharmraj <dja@odoo.com>
Moves UoM models, test and data to a new addon in
order to be able to use uom without product.
A simple example is be to be able to use UoM for
timesheets.
This commit only move code, and adapt xml ids
without chaging any feature or functionnal
behavior.
Note: 'product' module now depends on new
'uom' module.
Purpose
=======
In website quote template
Example: I have 3 bikes with 3 different colors.
On web page i have 3 blocks, 1 per variant.
This is confusing to have 3 times the same description...
Specification
=============
In case of several variants of the same product template in the quotation, only show the product html description once (since it's common to all the variants)
- On the Preview Quotation page, display the product description only once.
- On the Quotation Template edition, display the suggested product and the product description only one.
On website quote the main informations are displayed in 4 columns (2 for
headers, 2 for content) which can be ugly or having content overlaying
content on mobile.
This commit makes a change so mobile gets only two columns (header and
content).
opw-805200
closes#22808
WARNING: To avoid breaking any configuration in stable (11.0), the template payment_confirmation_status has been replicated in each module.
They must be removed before a forward-port in master
We would like to make the "no item found" screens more appealing.
Before this commit, it shows a small help tip in the top-left
corner of the screen, just below the "Create" button.
With this commit, these help tips have been replaced by onboarding
screens, which consist of a picture and some text below, both of which
are horizontally centered.
The texts have been slightly changed, so that they are shorter and clearer.
Considered modules:
(A)
account,
account_asset,
account_budget,
account_test,
account_voucher,
analytic
(B)
barcodes,
base,
base_automation,
board
(C)
calendar,
contacts,
crm
(D)
delivery
(E)
event
(F)
fleet
(G)
gamification,
google_drive
(H)
hr,
hr_attendance,
hr_contract,
hr_expense,
hr_gamification,
hr_holidays,
hr_payroll,
hr_recruitment,
hr_timesheet
(I)
im_livechat
(L)
l10n_fr_sale_closing,
link_tracker,
lunch
(M)
mail,
maintenance,
mass_mailing,
membership,
mrp
(N)
note
(P)
payment,
point_of_sale,
post_mercury,
pos_restaurant,
product,
project,
purchase,
purchase_requisition
(R)
rating,
repair,
resource
(S)
sale,
sale_timesheet,
sales_team,
stock,
stock_account,
stock_landed_costs,
stock_picking_batch,
survey
(U)
utm
(W)
web,
website,
website_blog,
website_customer,
website_event_track,
website_forum,
website_quote,
website_sale,
website_sale_digital,
website_slides
After removing the `sha_in` params a while ago, we get rid of
the deprecated `token_field` option.
- Make `token_field` a model attribute, so that each model can easily
define the token field that should be used, and it does not need
to be passed around all the time anymore.
- Rename `_special_access_object()` to `_has_token_access()`, much more
readable since it returns a bool
- Do not forward the `attachment_ids` keyword arg to message_post,
as it sometimes contains unrelated IDs (the helper is not meant
to post attachments anyway)
- Update callers accordingly
Online quote can now use the generic signature widget already used on
the standard sale customer portal. We therefore remove the custom
widget build in website_quote.
A route already exists to sign quotes; the old route is removed. The
existing route is overridden so that quotations with template requiring
payment cannot be signed. This is the expected behavior.
* website_quote should not override all sale links from the customer
portal to replace them by website_quote specific view. Indeed the
quote view should be used only if the order has an active template
defined on it;
* do not override existing columns of the order page view on portal
with same content;
* implement redirection at route level by overriding the
controller order route;
* separate signature and payment option from website_quote template
feature;
* add a settings to choose whether to display the confirmation or
pay buttons in customer portal;
* simplify settings about website_quote now talking only about
the module itself;
This commit only adds the settings and parameter. Future commits will
use those parameters to effectively trigger some features and hide or
display part of customer portal.
This generic widget allow to confirm and sign documents on the customer
portal. Purpose is to reuse it in sale customer portal and online quotes
notably. It is made generic to call a route using parameters given to the
widget. It also supports access token to ease its use in various customer
portal pages where the customer is not always connected but is granted
access through an access token.
- Online quotation and e-commerce now use the new payment form.
- Added the ability to chose on an acquirer if it uses only form/s2s or both.
(Still need some code cleaning)
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.
This commit moves the whole customer portal to the portal module.
It now completely uses portal and http_routing features and is not
dependent on website anymore.
An override of web controller is added in portal in order to redirect
portal users to /my instead of /web. That way once having the customer
portal installed all share users are correctly redirected to their
account.
All modules defining customer portal templates and controllers are
updated accordingly.
We also:
- reorder a bit the form view for quote templates
- change the way default templates are selected for sales order
(inactive quote templates are not selected) while keeping
customizability through ir.values
We make the breadcrumbs of the portal uniform and remove them when we
access the document with an access token without being logged in
(for sales orders).
Online quote now uses JS code from payment module in order to make online
payments. Front-end template is updated to use o_payment_acquirer_button
generic class for payments and data is added to be managed by payment.js.
This allows to remove some strange code parsing the url to find the order
ID and token instead of using rendered values.
A payment controller is removed because it was only a shortcut to another
one. In transaction controller token parameter is renamed to access_token
to avoid confusion with payment token and match the payment and website
sale naming.
Online Quote controller now uses tools method from sale_payment module
like website_sale. This way it is now standardized and moved out of
controllers that should not perform so much model-level computation.
This reverts commit 9ab421d99a.
We should use the active field on the ir.ui.menu with the root menuitem instead of moving all the menuitems into a new module
Purpose
=======
Don't display sales app icon in Odoo homepage when installing ecommerce (only website should be visible)
it's confusing to have sales icon -> where do I manage my sales? In sales or in website? -> in website
Specfication
============
We need one new modules to add Sales menus to the homepage. Currently they come with "sale". So when installing "website_sale", we get them (because sale and account are dependencies of website_sale). We don't want that anymore. Along with that you need to replace modules in Apps menu:
sales menu items must be in the new sale_management module, no longer in sale
- create new app "sale_management"
- Currently 3 app icons when installing ecommerce (Sales, Invoicing, Website) -> too many icons, where to start? -> GOAL: Only 2 icons > Website, Invoicing
- new module to display Sales Icon (like account_accountant): "sale_management"
- move menu items to sale_management
- sale, sale_management: move app description, rewrite the manifest file
- sale, sale_management: move tour from sale > sale_management
- Changes in some dependency module "sale" > "sale_management" modules: event_sale, mrp_repair, pos_sale, report_intrastat, sale_crm, sale_expense, sale_stock, sale_timesheet, website_quote
Menu items to move 'sale' --> 'sale_management'
===============================================
Sales
Quotations
Sales Orders
Invoicing
Orders to invoice
Orders to Upsell
Catalog
Products
Product Variants
Pricelists
Reporting
sales
Configuration
Settings
Products -Attributes, Attribute Values, Internal Categories
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.
Purpose
=======
It's hard to find all the menu items dedicated to products & pricing:
- create a product
- set up a discount
- change the pricing
such recurring actions are related to each other but you need to go to different menus: e.g. to edit pricelists you have to go to settings while editing your pricing is a business operation.
Specification
=============
make one menu item like in ecommerce: CATALOG
Also clean reporting and configurion menus a bit...
Details
=======
Sales menu rearrangement :
Dashboard
Sales
Invoicing
Orders to Invoice
Orders to Upsell
Leads Management
Catalog (takes straight to products if no access to variant, pricelist or coupons)
Products (move from Sales)
Product Variants (move from Sales)
Pricelists (move from Config)
Promotion Programs (move from Config)
Coupon Programs (move from Config)
Reporting (reorder items, from leads to sales)
Leads
Scoring Page Views
Opp. Assignment Analysis
Partnerships
Pipeline
Activities
Phonecalls
Sales
Configuration
Settings
Sales Channels (move up)
Leads & Opportunities
Sales
Quotation Templates
Report Layout Categories
Payment Methods (if online quotation installed)
Delivery Methods (move from Config > Delivery)
Products
Attributes
Attribute Values
Internal Categories (rename from Product Categories)
Units of Measure
Unit of Measure Categories
Pricelists (remove)
Delivery (remove)
by default, if not the company's configured terms & Conditions will be applied.
Also change the placeholder of Terms & Conditions in the quotation template.
website portal now provide mecanism to sort and filter the
paginated document on the portal pages.
All portal module now use this mecanism, like they do for
'archive document' and 'pager'.
A generic template was added in website_portal. To use
it, renaming variables in method controller was required
to make it as generic as possible.
Some style cleaning was also done to make portal pages
consistent.
This reverts commit cbc760acb8.
The reasons we put the product name and description is in the SO line:
- users want to be able to change the description in the printed quotation
- product is in user lang, description+product_name is in customer lang
That commit breaks what was a good behaviour
- sale: Improvement in quotation/so line's description
Currently, quotation/so line's description shows product's name with description.
It should show only description of product if description is there else show name of the product in backend views.
- sale: show product with description in sale report
Due to change in description of quotation/SO line, sale report is affected. Fixed it.
- website_sale: show only description in cart lines
Due to previous commit, cart lines shown with product and it's description as a quotation/so line's name.
When we create order from frontend, quotation/so lines' name field takes product name and it's description.
It should only take description if description is there else product name. Fixed it.
- purchase: Improvement in RFQ/PO line's description
Currently, RFQ/PO line's description shows product's name with description.
It should show only description of product if description is there else show name of the product in backend views.
- purchase: show product with description in purchase report
Due to change in description of RFQ/PO line, purchase reports are affected. Fixed it.
