Commit Graph
182 Commits
Author SHA1 Message Date
Romeo Fragomeli ab2e3fdb7d [REF] *: add tour steps utils
This commit moves some step utils in a dedicated file and add new ones.
These steps will be very useful for the Main Flow Tour to avoid
duplicated code.

To do this, we also had to transform it into functions to allow
utils to call each other. Existing one are converted for
standardization purpose.

Note that 'WEBSITE_NEW_PAGE' wasn't considered as an util.
This is a very simple step only used twice.
2020-03-11 10:10:16 +00:00
Siddarth Gajjar 6a56b6c47b [IMP] crm: remove custom css on form view
Purpose of this commit is to get rid of custom css code and file and use
standard bootstrap classes.

TaskID 2182610
Closes #45472

closes odoo/odoo#46948

Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2020-03-05 10:42:43 +00:00
Thibault Delavallée bfda483d21 [REM] crm: remove dead code about sales team dashboard
CRM still holds code dead since more than 2 years about sales / crm dashboard.
Custom ugly un-onboarding not-wow headers have been removed at ea66192276.

LINKS

Related to Task ID 2092799 (not really spec, spotted while working on it)
PR odoo/odoo#42015
2019-12-17 12:50:46 +00:00
Prakash Prajapati f1baf1a793 [IMP] *: update import templates to match data model changes
Fields (and selection values) were re-labeled in multiple models but
the corresponding import templates were not updated to match, and are
now non-working (can't straight import the templates themselves which
is inconvenient).

Task 2059779

closes odoo/odoo#39834

X-original-commit: 185edc0165e834edd859b3413f03549f1dc71c69
Signed-off-by: Xavier Morel (xmo) <xmo@odoo.com>
2019-11-06 08:27:12 +00:00
Hiral Bhavsar e28d3aa4d3 [IMP] crm: merge lead and opportunity form views
When redirecting to record, the wrong 'form' view will sometimes be
loaded. A 'hack' has been done in crm_lead.py to redirect the user to
the relevant 'form' view based on the value of the 'type' field.

However, this solution is not clean as it does not solve all cases
(multiple crm.lead records loaded from the activity systray, reloading
the page after redirection, etc.)

Goal of this task is to solve those issues by merging crm.lead.form.lead and
crm.lead.form.opportunity form views. That way multi records actions will
always display the relevant information according to record type.

Note: Here some fields used as a twice in the form view just to stay
close to the current design. Still few things which are not possible
here for 'lead' and 'opportunity', that is
* A dynamic 'placeholder' on 'name' field.
* A 'domain' on 'partner_id' field.
* A 'widget' on 'probability' field.

Task 47118

closes odoo/odoo#32248

Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2019-08-20 08:38:52 +00:00
aca 78565b1dc9 [REM] web_settings_dashboard: Merge module into base_setup
Purpose
=======

Currently, when we click on “Settings” on the Home Dashboard, we arrive
on a new Dashboard with several pieces of information like Installed Apps,
invite new users, or translations. Some informations are reachable in
several ways, which is not necessary.

We would like to remove this page and replace it with the General Settings
page directly. That makes more sense to the user who click on “Settings”. The
present informations will be dispatched in the menu or in the general settings
for a better usability.

Specification
=============

This commit move code from web_settings_dashboard in order to put the features
in settings directly. To do so, we choose to move code to base_setup, and create
widget on the settings form view to keep features. Concerned features are: invite
users, dev tools, odoo edition number and IAP account link.

TaskID: 2006910

closes odoo/odoo#34290

Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
2019-07-26 09:53:46 +00:00
David Beguin e20cc70d08 [IMP] crm : add and apply Predictive Lead Scoring
This new Predictive Lead Scoring (aka PLS) replaces the stage based probability mechanism.
It uses Naive Bayes probability computation theorem.

The lead probability is now computated automatically based on multiple criteria (= frequency fields).
Some are mandatory and will always be used, some are optional and can be activated
in the settings.
- Mandatory fields :
    - team_id
    - stage_id
    - tag_ids

- Optional fields :
    - email_state (validity of the email_from field: correct / incorrect or empty if email_from is empty)
    - phone_state (validity of the phone field !! not the mobile one !!: correct / incorrect or empty if phone is empty)
    - country_id
    - state_id
    - source_id (UTM Source)

PLS uses a start date to consider only the lead created after that date to generate the frequency table
and to recompute the lead probability. This date is also configurable in the CRM settings.
Default start date is date.todays() (at module install).

The settings for PLS are NOT company related :
PLS Fields = Many2many to a model that store only the fields allowed for PLS computation.
PLS Start Date = Date
As Date and Many2many fields are not allowed for config_parameters,
Char fields are used to store the configuration
and Date and m2m fields are used to ease the configuration by the user in the config panel.
Date and m2m fields are both computed fields based on their corresponding Char fields.
Char field for Date store a strigified date.
char field for Many2many store a comma separated string which is a list of activated fields.

Each mandatory field is used in a specific way
- Team_id : the frequency table is split for every team_id, plus once for leads that don't have a team_id.
Considering Lead A from Team 1 and Lead B from Team 2.
Even if Lead A and Lead B have the exact same attributes (country, phone, email,stage, ...),
their probability will most likely not be the same.
That's because each teams compute their leads' probability based on their own won/lost leads.

- Stage_id : if no optional fields are activated and if there is no tag on the lead,
this will make PLS work quite the same way as it was working with removed stage based probability,
as only the stage will count in the computation.
But here, instead of fixing manually the probability for each stage,
this stage related probability is automatically computed based on past experience (won and lost leads).

- Tag_ids : each tag is considered separatelly, as if the lead had only one tag.
(no link between tag on same lead is made). To avoid that a tag take to much importance if his subset is too
small, we include the tag frequencies in the frequency table only if at least 50 won or lost leads had this tag.

The frequency table is a table where all won and lost leads are aggregated by fields
(mandatory or optional if activated). For each team_id / field couple, we store the number of
won and lost leads that has that fields values.
For example: Lead A is assigned to team 1 and client comes from France and has been won.
If we consider only this lead A, the frequency table will looks like :
   id   |  variable   | value | won_count | lost_count | team_id
--------+-------------+-------+-----------+------------+---------
    1     country_id     FR         1           0            1

To computed the probability of a lead, we get all the records for the frequency table
that match all fields (per team_id) and we compute a won score and a lost score.
The probability is computed and normalized based on those scores
- P = S(Won) / (S(Won) + S(Lost))

Considering two variables A and B :
- S(Won) ∝ P(A∩B | Won)*P(Won) = P(A|Won) * P(B|Won) * P(Won)
- S(Lost) ∝ P(A∩B | Lost)*P(Lost) = P(A|Lost) * P(B|Lost) * P(Lost)

To overcome the 'zero frequency problem',
we do not start at 0 for the won or lost count for each variable / value combination.
It suggested to start at 1, but to avoid that a small subset take to much weight compared to
a larger one, we start at 0.1.

For example :
If we start at 1 : If team 1 has few records from France,
it can get high probability to win even if every lead where lost.

  variable   | value | won_count | lost_count | team_id | Probability
-------------+-------+-----------+------------+---------+-------------
 country_id     FR         1           7            1         0.125
 country_id     FR        198         7306          2         0.0263

If we start at 0.1 :

  variable   | value | won_count | lost_count | team_id | Probability
-------------+-------+-----------+------------+---------+-------------
 country_id     FR         0.1         6.1          1         0.0161
 country_id     FR        197.1       7305.1        2         0.0263

The more we have records for each couple, the more the computation become precise.

The allow the user to decide himself which probability should be set on the lead,
a manual probabiltiy system has been implemented using 2 stored fields + 1 computed field :
- probability (stored): Probability set on the lead, can be set manually in the lead form.
- automated_probability (stored): Probability computed by PLS.
- is_automated_probability (computed): If both previous fields are equal, the probability is considered
as automatic. and each time the automated_probability is updated, the probability is aligned.
If both are not equal, the probability is considered as manual. The automated_probability is still
updated but the probability is not aligned. The user can reset the probability in automatic mode
by clicking on the estimated probability displayed in edit mode in the lead form.

probability and automated_probability are not computed fields as they are manually computed at write and create.
The computation is triggered if one of the activated frequency fields is modified or set.
To trigger also the computation when modifying the lead values on the lead views (form and kanban),
_onchange methods have been added for each frequency field.

Also, a cron has been added to run every day to rebuild the frequency table and to recompute all active
and pending leads (not won nor lost) probability.

Task ID : 1925439
PR #33589

remove rerun cron on action lost and won
2019-06-11 07:04:33 +00:00
Romain Derie fdbf11643f [IMP] *: move test and tour files to new folder hierarchy and asset
As we now have a new debug mode 'tests' which load a new asset bundle
containing tour-test files, we moved those files to a new folder hierarchy.
That will clean the .js files trees.
Also, those files should be included in the new asset.

Basically, the .js tour files (not test) should be inside /static/src/js/tours
while .js tour test files (test=true) should be inside /static/tests/tours next
to QUnit tests, inside a tours folder.

+ test_new_api: don't run the test in debug assets

task-1934445
Comes with https://github.com/odoo/enterprise/pull/4281
Closes #33213
2019-06-05 05:56:33 +00:00
095c28c854 [REF] crm: adapt code after jQuery update
Part of task 1896658

Co-authored-by: Aaron Bohy <aab@odoo.com>
Co-authored-by: Christophe Matthieu <chm@odoo.com>
Co-authored-by: Mathieu Duckerts-Antoine <dam@odoo.com>
Co-authored-by: David Monjoie <dmo@odoo.com>
Co-authored-by: Martin Geubelle <mge@odoo.com>
Co-authored-by: svs-odoo <svs@odoo.com>
Co-authored-by: Vincent Schippefilt <vsc@odoo.com>
2019-03-06 20:07:17 +01:00
Geoffroy Larue 87ab98832e [IMP] crm: usability improvements
Purpose : Various relabelling and design improvements in crm:
- opportunity, lost reason, lead, team, tag forms
- hide "convert to opportunity" button for inactive/lost
leads (actually nothing happened when clicked anyway)
- Checkbox in crm.team to hide all alias related fields
- New many2one field appearing in crm.team form to select the user to
whom lead created by alias will be assigned.
- Set the admin as leader of the initial crm.team

closes odoo/odoo#28851
2018-12-03 14:12:43 +00:00
Géry Debongnie abf32b8b21 [REF] *: update js test suite to use helpers
This rev. introduces robust helpers to use in the JS tests suite to
interact with DOM and components, and starts using them (almost)
everywhere.

All the helpers are exposed though testUtils.js.

There are 2 kinds of helpers:

1. Assertions
-------------
 * assert.containsNone, containsN, containsOnce check that the DOM
   (or a specific part of the DOM) contains a `selector`. It
   generates a correct error message automatically.
    ex: assert.strictEqual(form.$('.o_form_editable'), 1, "msg");
        -> assert.containsOnce(form, '.o_form_editable');
 * assert.isVisible, isNotVisible check that the DOM has an element
   visible or not. They also check that the element is actually in
   the DOM (before most tests didn't verify this).
 * assert.hasClass, doesNotHaveClass, hasAttrVAlue, check specific
   properties of a DOM element, and also validate that it is
   applied on a single existing DOM element (before most tests
   didn't verify this).
    ex: assert.notOk(form.$('button').hasClass('btn-primary'));
       -> assert.doesNotHaveClass(form.$('button'), 'btn-primary');

2. Utilities
------------
The goal of the utilities is to centralize the definition of many
standard components and interactions, ensuring that when we
refactor the JS framework, we do not need to change all the tests.

Existing mock utilities (addMockEnvironment, intercept, path,
patchDate, unpatch and fieldsViewGet) are moved to
'testUtils.mock.*'.
Existing DOM utilities are moved to 'testUtils.dom.*'.
New dom utilities are created for opendDatePicker, click,
clickFirst and clickLast. Helper `click` verifies that there is
exactly 1 element visible in the DOM you click on, `clickFirst`
and `clickLast` verify that there are more than one element on the
DOM.
 ex: form.$('button').click();
     -> testUtils.dom.click(form.$('button'));

New Form utilities: (testUtils.form.*)
 clickEdit, clickSave, clickCreate, clickDiscard, all clicks on
 the control panel buttons of the form.
 `reload` reloads the form data.

New modal, graph, kanban and pivot utils (testUtils.pivot.*,
testUtils.kanban.*, etc.).

New fields utils: (testUtils.fields.*)
 * editInput, editSelect: allow to change the value of a field,
   using a selector to identify it. They validate that the input
   exists and trigger the change event automatically.
 * editAndTrigger: allow to modify a field and trigger specific
   events after the value change
 * many2one (testUtils.fields.many2one.*)
   clickOpenDropdown, clickHighlightedItem, clickItem,
   searchAndClickItem: use a field name instead of a selector and
   do all the complex mechanism to open, filter and highlight
   many2one fields.

Joint work with aab, dam, ged, mge, svs and vsc.
2018-11-19 11:24:28 +00:00
Alexandre Kühn 38c7ed3c73 [FIX] *: adapt tours for the new community navbar
*: crm,
   hr_expense,
   hr_recruitment,
   point_of_sale,
   project,
   sale,
   stock,
   web_tour,
   test_main_flows,
   test_new_api

To sum up:
- Click on "Apps Menu" then the app item.
  (previously: click on '+' then the app item).
- Click on navbar section menu item.
  (previously: click on sidebar section menu item).
2018-09-17 16:46:53 +02:00
stefanorigano 1d9208c4fa [REF] *: improve app icons, add SVG version
- Uniform colors and design
- Replace duplicated icons (eg. sale / sale_management)
- Improve misleading icons (eg. POS)
- Add icons for new apps

Add SVG versions to lossless future editing and print/marketing use.

task-54681
2018-08-09 15:46:06 +02:00
Priyanka KakadiyaandNimesh Jethva c7eae6552e [REM] various: remove index.html for apps.
Several applications have an index.html file that is used to fill the html
description of the module. However those descriptions are generally not
up to date: they contain outdated screenshots, feature descriptions are
not maintained, ...

Instead we just rely on the discover button that redirects on the application
website. It has more chance being up to date. Moreover updating a website
is easier than updating the index.html of a module.

This commit is related to task ID 47179 and 1861544. Related PR are #22689
and #25556. First one is about classic applications while second one is about
website applications.

Co-Authored-By: Nimesh Jethva <nje@odoo.com>
2018-08-03 14:54:42 +02:00
qsm-odoo d48b8593dd [REF] *: BS4, 'pull-left/right' -> 'float-left/right' 2018-07-27 12:36:54 +02:00
qsm-odoo 66289d639c [REF] *: BS4, review breadcrumb structure
Now, the 'breadcrumb-item' class has to be put explicitely on
breadcrumb items.
2018-07-27 12:36:54 +02:00
qsm-odoo de214e3742 [REF] *: BS4, 'img-responsive' -> 'img-fluid' 2018-07-27 12:36:54 +02:00
Jigar Patel b60de0db41 [IMP] import/export UIs
Task 40692

Various changes to import/export (mainly) UIs:

* default to excel & "full" (non-import-compatible) export
* auto-detect encoding of CSV using chardet
* remember column -> field mapping after having imported a file (useful
   for repeated imports where auto-matching failed)
* better handle localised booleans & column names
* automatically select source list view's fields when exporting
* better integrate import templates feature and add a number of templates
2018-07-17 15:19:05 +02:00
qsm-odoo 2c966909e2 [FIX] *: fix some side-effects of https://github.com/odoo/odoo/commit/9de1bc0eef6f5bfaa2a8d745431caa361ae91548
- JS Modals were not correctly built anymore, their .modal-body element
  was duplicated and many without-effect JS lines were introduced (as a
  side effect, the form view design was broken when inside modals)

- Tests were changed to make bugs go unnoticed. For example, the media
  dialog functionnality was entirely broken because the .modal-dialog
  element was not receiving the correct class anymore.

- The JS translation function is _t, not _

- Do not use the <title/> tag as a regular DOM element, it is meant to
  be unique, in the <head/> section

- CSS rules were added to the utils.scss file, which is meant to contain
  functions and mixins, otherwise, the rule is duplicated in every asset

- Some icons were still broken, as missed by https://github.com/odoo/odoo/commit/f90cf060a3cfeb37a67bec83264c0aaab8892b56

- Tests were changed to use [role="dialog"]/footer/header in their
  selectors without any reason, this commit restores some of that to
  avoid rebase conflicts with the BS4 work.

- ...

Note: other elements should still be discussed, like the direct use of
the 'o_form_label' class in views definition... but those do not cause
direct problems.
2018-07-09 11:59:30 +02:00
kujiu 9de1bc0eef [IMP] Improve compatibility with screen readers (accessibility) (#24574)
Today, Odoo is really tricky to use without seeing the screen, it must be improved to be usable.

This PR forbid to use labels without a "for" attribute, add some title, rule and aria attributes in HTML. With that, Odoo will be fully usable with a screen reader.


* [IMP] Labels must have a for attribute. Improve accessibility.
* [IMP] Better error message when trying to read a missing cached value
* [FIX] Add some aria-label and title attributes for screen readers.
* [FIX] Template name is not included in the error message in case of SyntaxError in QWeb
* [FIX] Improve the Tour failed at step error message to be more explicit.
* [IMP] Add aria-labels
* [FIX] Add missing aria-label on failing test
* [IMP] aria-hidden means hidden. Fix all bad aria-hidden and hide aria-hidden for all.
* [IMP] Color names on kanban views and many2many tags
* [IMP] Add some checks on views for accessibility.
* [IMP] Add `alt` attribute on `img` tags.
* [IMP] Add aria-label and title on non-described icons
* [IMP] Add button role to widgets with btn class
* [IMP] Translate aria and formatted attributes.
* [IMP] Remove wrong aria-labelledby
* [IMP] Add menu role on dropdowns
* [IMP] Buttons must be focusable
* [IMP] Add aria attributes on progress bars
* [IMP] Improve accessibility of basic widgets
* [IMP] Change main layout to more semantic tags
* [IMP] Add menuitem role when missing
* [IMP] Remove wrong role='presentation'
* [IMP] Improve accessibility of tab panels
* [IMP] Add aria-invalid on invalid fields
* [IMP] Add aria-sort on ordered columns
* [IMP] Add role on alerts
* [IMP] Use dialog role, header, main and footer tags for modals
* [IMP] Add labels on o_status
* [IMP] Improve accessibility of kanban view with feeds and articles
* [IMP] Add alerts in case of new messages
* [IMP] Add widget, navigation or img role to aria-labelled items
2018-06-22 21:22:21 +02:00
Fabien Pinckaers 361070a45e [IMP] web, crm: minor copywriting in Kanban and CRM flow 2018-05-30 20:42:17 +02:00
Mitali Patel 9f392372e2 [IMP] crm: Improve tour labels
Task Id: 1827293
2018-04-23 17:14:27 +02:00
Jigar PatelandAaron Bohy 89050f61b7 [IMP] web_settings_dashboard,*: improve UX
*crm,project: css selector adapted in tours

This rev. improves the UX of the 'Invite users' and 'Pending
invitations' part of the Settings dashboard.

Task 32804
Closes #19531

Co-authored-by: Aaron Bohy <aab@odoo.com>
2018-03-15 08:32:43 +01:00
Aaron Bohy 7ed3bd40a7 [FIX] crm,test_main_flows: adapt tours to flow changes
The 'crm_tour' and 'main_flow_tour' tours both create a 'crm.lead'
record from the Kanban view at some point. Since last commit, this
doesn't open a form view in a dialog anymore, but instead opens a
form view in the QuickCreate widget. Some steps of those tours had
to be adapted accordingly.
2018-01-26 19:26:03 +01:00
Alexandre Kühn a87d761fdb [IMP] core: menu tip ux/ui improvement
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
2018-01-18 21:43:29 +01:00
RomainLibert 1734b8f8de [IMP] crm: onboarding
- 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
2018-01-15 10:23:13 +01:00
dip-odoo 8eea65b61d [IMP] mail: add a 'Done & Schedule Next' button in activity wizard
Purpose
=======

Users often log an activity and want to schedule another one immediatly.

We should limit the number of clicks

Specification
=============

- Mark as done should be a secondary button
- Add a new secondary button : DONE AND SCHEDULE NEXT
- It should mark the activity as done and close the modal
- It should open a new activity modal

Behavior and available options are now the same in the Chatter modal and
the wizard itself. It implies correcting the crm_tour flow
2017-12-06 12:40:41 +01:00
Alexandre Kühn 21c4480821 [REF] *: renaming AppSwitcher to HomeMenu
Summary:
   AppSwitcher      => HomeMenu
   AppSwitcherMenu  => HomeStudioMenu

Details:
   application_switcher => home_menu
   application-switcher => home-menu
   AppSwitcher          => HomeMenu
   appswitcher          => home_menu
   AppSwitcherMenu      => HomeStudioMenu
   appswitcher_menu     => home_studio_menu
   app_switcher         => home_menu
   app-switcher         => home-menu
   app_switcher_menu    => home_studio_menu
2017-11-17 16:37:26 +01:00
Yannick Tivisse 7ed9a7fabe [REM] web_planner: Remove the module
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.
2017-10-26 16:14:21 +02:00
Christophe Simonis 10128fa7e8 [MERGE] forward port branch saas-16 up to dc2a6c6cd2 2017-10-20 19:27:04 +02:00
Christophe Simonis 868e718e09 [MERGE] forward port branch saas-15 up to 8d0942380b 2017-10-17 15:14:47 +02:00
Christophe Simonis 8d0942380b [MERGE] forward port branch saas-14 up to fbdda5437a 2017-10-17 13:22:25 +02:00
Christophe Simonis fbdda5437a [MERGE] forward port branch 10.0 up to cbca27d005 2017-10-17 12:09:58 +02:00
Jeremy Kersten c0a47980fc [FIX] base: change width by default for apps description 2017-10-13 11:04:45 +02:00
Haresh Shyara ea66192276 [REF] crm,sale: Split the applications into 2 separate apps
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)
2017-08-09 10:03:08 +02:00
Aaron Bohy 3d6420d4b3 [FIX] web,*: display dashboard panel if no content
*board,crm

Before this rev., the dashboard panel (e.g. of the sales team
dashboard) wasn't displayed when there were no record to display,
whereas it should. Only the nocontent helper was displayed.

This was a bug introduced with the new view: the views' controller
was in charge to display the renderer (if there were data to
display) xor the nocontent helper. As the dashboard panel was
rendered by the renderer, it couldn't be displayed alongside the
nocontent helper.

This rev. moves this logic to the renderer. So now, the controller
always contains the renderer, which decides what to render (the
data or the nocontent helper). This way, the dashboards can display
their panel and the nocontent helper.
2017-07-27 10:59:08 +02:00
qsm-odoo 250e716c3a [REF] web, *: restore views design
Since the new views merge, a lot of design elements were broken. This
was particularly impacting the fields in the editable list view; indeed
the editable list view is not using an inline form view anymore so the
fields in the list were not properly styled as the LESS was still
defined assuming the form view environment (for example the invalid
fields were red for o2m fields in form view but not in editable list
view even though they got the right CSS class).

This commit refactor the LESS following these rules:
- No more division of non-layout and layout rules. Dividing LESS rules
  in x_layout.less and x.less was a mistake. Many rules can be
  considered to be layout and not layout at the same time, developers
  always have to switch from one file part to the other, many CSS
  selectors (and rules!) are duplicated for nothing, ...
- Field style is extracted from x_view.less and put in the new
  fields.less file. As before, the fields_extra.less will contain the
  rules specific to community so that the enterprise repo can override
  those by replacing the whole file.
- Many classes have been renamed so that o_form_x_y becomes o_x_y as
  many classes can now be applied outside of form view. These classes
  should not be used in templates anyway.

The commit also changes the DOM of fields so that it is more minimalist
(no useless parent div, etc).

Input elements are not automatically styled anymore, they have to get
the o_input class explicitely. This allows to fix lots of small style
bugs of previous versions (required monetary field had not the proper
style, readonly m2m tags appeared as editable, ...). This also improves
the LESS code.

The editable list view should also completely stop flickering on chrome
and firefox.

The commit also removes the orange outline on list view dirty cells.

The commit also removes deprecated static xml, LESS and other code.

Notice there are still styles to restore/fix and LESS to improve.
2017-05-04 12:07:30 +02:00
Géry Debongnie 2106e3dd2e [REF] web, *: simplify our RPC system (in JS)
The RPC system was not completely satisfactory, we decided to prepare
the future and do it properly.  This commit introduces the new rpc
system, which replace the previous new one.  We now simply have a
method, this._rpc, which takes a dictionary of parameters.  The idea is
that depending on the parameters, it is able to add correct default
value when necessary.

For situations where we don't have the this._rpc method, we can use the
rpc.query method, which takes the same arguments, but directly calls
ajax.rpc instead of triggering up some events.
2017-04-11 19:44:38 +02:00
Géry Debongnie 86a87aa8b0 [REF] *: use _rpc method for all rpcs
The _rpc method is now the preferred method to do a rpc, so we need to
update all calls.
2017-04-11 19:44:38 +02:00
Géry Debongnie e574027056 [REF] web,*: remove 'web.model' and 'web.dataModel
Use this.rpc instead of Model object, with web.ajax if necessary.

nb: EventDispatcherMixin include now the custom_events managment instead
of widget
2017-04-11 19:44:38 +02:00
Géry Debongnie dde1223a14 [REF] *: remove manualDestroy options for tests
With the new JS test framework, we had experimented with an autodestroy
feature, meaning that all views/widgets are automatically destroyed
after a while.  By default, it was 50ms, because we could not hook some
code to run after the end of the current test.

For various reasons, this was not a good idea: some side effects, such
as modifications of the session or of the DOM (with modals) could
interfere with other tests.  This commit disable the feature.

From now on, we will have to destroy each widgets created in a test.
2017-04-11 19:44:38 +02:00
Géry Debongnie 905e01921f [REF] web, *: redesign all JS views
This commit introduce a full redesign of all JS views.  We started
basically from scratch.  The goal was to unify all the various views
under a common framework, to make them testable, to make then usable in
different conditions (in studio, or in the frontend), and to make our
lives easier.

Some important points are:
- we introduced new coding guidelines (camelCase, 80 chars width, ...)
- we have a brand new testing framework (still QUnit based)
- kanban view moved to the web addon
- calendar view (formerly web_calender) moved to web as well
- the tree view was removed
- all new code should be documented

We hope that this code is the start of a new era for the Odoo web
client, we want to have a high quality codebase, well documented, well
tested, well designed.

Work done by the framework team: mostly aab, ged, chm, dmo, qsm
2017-04-11 19:44:38 +02:00
Frank Petrilli a83e670b96 [FIX] crm: Typo in "Ready to boost you sales?" 2017-01-10 10:41:43 +01:00
qdp-odoo 4f29b77e3d [MERGE] foward port of 10.0 up to revision 84a650e33a 2016-12-30 17:21:25 +01:00
Ravi Gadhia 87e457158e [IMP] crm, website_crm: replace support of activities
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.
2016-12-21 10:58:49 +01:00
David Tran f4cd8af0c8 [FIX] crm: multilingual support for crm planner stages
translation method _t() added into web_planner_crm.js

Closes #12809
2016-12-14 14:47:13 +01:00
Christophe Simonis e2fcace05e [MERGE] forward port branch 10.0 up to 13dc704 2016-11-17 15:27:29 +01:00
Jeremy Kersten 87184d0894 [FIX] crm: fix tour since kanban state color has been updated
The commit c544aa298 change the color for kanban state, but tour has been
not updated.
2016-11-16 10:53:48 +01:00
qsm-odoo 669336baa9 [REF] web_planner, *: refactor planner code
* Share code between website and backend
* Do not do a [100ms - 500ms] RPC on each app change in the backend
but do it only if the planner is asked to be opened
* Use the Dialog class so that the planner is not broken
* Simplify/optimize code, use standard conventions, lint files, ...
2016-11-15 13:08:59 +01:00
qsm-odoo fb363b572b [FIX] *: adapt odoo interface violet
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, ...).
2016-10-05 10:29:00 +02:00