Pupose of the task is, to set up a dedicated 'dashboard' reporting menu
item, and make the graph view the default the other 'leads' and
'opportunities' reporting menus.
So in this commit, change the default view graph in normal report
(except dashbaord menu) and each menu should be submenu of reporting
menu Also apply default filter for lead reporting menu
TaskID: 2311392
Related Enterprise: https://github.com/odoo/enterprise/pull/12419
closes odoo/odoo#55598
Closes: #55598
Related: odoo/enterprise#12419
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
For the graph views based on reporting models (e.g sale.report), click
on a group in the chart redirects the user to an "empty" list view. Here
we use the attribute disable_linking to avoid that redirection for those
views.
Task ID: 2336960
closesodoo/odoo#57622
X-original-commit: 0b0ae92b6bdac25843ba24d767dbcab3b75703e5
Related: odoo/enterprise#13192
Signed-off-by: Aaron Bohy (aab) <aab@odoo.com>
PURPOSE
Adapt CRM views now that some measures can be set invisible.
SPECIFICATIONS
Adapt the views and implementing the new invisible attribute on some fields.
It allows to hide unnecessary measures.
In this commit we remove some measures in inheriting CRM apps
* crm: do not use color as measure;
* crm_iap_lead_website: do not use reveal_iap_credits as measure;
* website_crm_partner_assign: do not use partner_latitude and partner
longitude as measures;
LINKS
Task ID-2288381
Community PR #54774
Enterprise PR odoo/enterprise#11970
Upgrade PR odoo/upgrade#1519
PURPOSE
Link field name with their content.
SPECIFICATIONS
This commit changes the field name "expected_revenue" into "prorated_revenue"
and the field name "planned_revenue" into "expected_revenue".
Indeed content of those fields evolved since their first naming. Their content
is not what the field name indicates. Better rename those fields to understand
code flow inside CRM.
LINKS
Task ID-2283052
odoo/odoo#54194odoo/enterprise#12423odoo/upgrade#1463
Widget attributes have been removed from all search view archs since
they are no longer supported.
closesodoo/odoo#54107
Related: odoo/enterprise#11665
Signed-off-by: Aaron Bohy (aab) <aab@odoo.com>
Purpose
=======
Rename "Follow-up" tab into "Extra Information" in the lead form view
Remove the create option on the language field in the lead form view.
Align vertically the expected revenue with the PLS in the lead form view.
Add the "Planned revenue" label in the quick create form.
Improve the pipeline activities default filter.
Improve the sale team form view.
Task-2277242
closesodoo/odoo#52965
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
PURPOSE
Prepare enhancements of sales team membership.
SPECIFICATIONS
Lint crm data and demo, notably about sales team and file organization.
Also move crm menu entries declaration in a single file and remove some
menu entries not imported anymore.
LINKS
Task ID 2086889 (sales team enhancements)
Task ID 2234698 (preparation lint)
Community PR odoo/odoo#49520
Remove the domain that was limiting the reporting view. The goal
of this reporting view is to allow managers to check what all
salespersons are doing.
task-2192589
closesodoo/odoo#45239
X-original-commit: 4901fb037510cdabb7404f335872732797331b05
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
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
closesodoo/odoo#32248
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
In this commit useless code is removed
* method 'close_dialog' and 'edit_dialog' from crm.lead;
* actions: crm_opportunity_report_action_graph,
create_opportunity_simplified, crm_lead_action_activities,
merge_opportunity_act;
* views: view_create_opportunity_simplified
Indeed this is dead code and can be removed to clean a bit module.
Task 47118
A previous commit modifies the way in which
date filters work in the Filters menu.
In particular, the attribute default_period of filters
with date attribute cannot take anymore values
like 'this_week', 'last_7_days',...
This commit modifies the xml acoordingly by replacing
the attributes date and default_period by a suitable
domain.
Task ID: 2028787
All activity filters are now invisible in the corresponding search views.
These filters were only used by activity redirection (when clicking on
the activity item in the systray) so we hide them to reduce the noise
for the user.
"My Activity" filter has also been removed, its corresponding domain is
now directly set in the action where it was used.
Task 2036392
Before this commit, at custom filter 'Contents' option is there for filtering by
activity description. For more usability only rename is needed. By this commit
'contents' is changed to 'Activity Description'. User can filter records by
activity description.
task - 2008515
closesodoo/odoo#35070
Signed-off-by: Martin Geubelle (mge) <mge@openerp.com>
* account, crm, hr, im_livechat, l10n_ch, l10n_it_edi, mail,
mass_mailing, project, stock, base
- `String` -> `string`;
- `defaut` -> `default`;
- `defaults` -> `default`;
- `reandonly` -> `readonly`;
- removed redundant `placeholder` attribute for `Char` field;
- removed redundant `size` attribute for `Float` and `Integer` fields;
- changed to use `Selection` instead of `Char` for a field having a
defined `selection`.
closesodoo/odoo#35356
Signed-off-by: Martin Trigaux (mat) <mat@odoo.com>
Now that the multi company mode is much more easier to
activate, it is needed to display this information on the
tree views, to help people to know on which company is
set some records in list view.
task-1997637
Closes: #3397closesodoo/odoo#33976
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
The old tree views don't really exist anymore, this odd pseudo-flag to
dispatch between "list" and "tree" tree views has no reason to remain.
Task 1937686
closesodoo/odoo#31243
Signed-off-by: Xavier Morel (xmo) <xmo@odoo.com>
The 'predictive lead scoring' task (#1925439) changed the way stages are marked as 'won'.
This introduced a bug in the 'Won' filter of the crm 'Activites' reporting view.
This commit correctly applies the domain on the 'is_won' property of the crm.stage.
Task #2009515closesodoo/odoo#34087
Signed-off-by: Jérome Maes (jem) <jem@openerp.com>
This commit prepares the next Predictive Lead Scoring (aka PLS) ones.
With the new PLS implementation, stage based probablility is not relevant anymore
as the probability will be computed based on multiple criteria
following the Naive Bayes probabilist theorem.
To determine if the stage is a won stage, a new 'won_stage' boolean field replaces
the old probability field that is now removed.
won_stage = True is equivalent to stage.probability = 100.
Task ID : 1925439
PR #33589
This commit improves the CRM reporting by:
- adding new field on the report model
- providing new predefined filters for users
- renaming labels to be more precise
- reorganizing filter and group by
- remove wrong measure in report (probability and days
to close), as they were not correct when multiple
activity on a lead.
Main purpose is to ease finding usefull KPI for the
user, and make the activity reporting a bit less
confusing and limited.
It also now include all user messages (discussion
subtype) and note from activity (when marking activity
as done) in the reporting, so we can have a complete
analysis of action taken on the leads.
Task-1862209
closesodoo/odoo#27767
Purpose of this commit is to remove filters and actions linked to archive
and restore.
Won / Lost filters are sufficient now as archive behavior has been removed.
Using the newly-introduced archivable option in kanban view we now hide the
archive / restore buttons present in the columns of leads kanban view. Indeed
people should go through the mark as won / mark as lost flow and not use the
archive feature.
In kanban view actions in vignette dropdown are also removed.
Finally some dead action code can now be removed.
This commit is linked to task ID 1880051 and PR #26977.
Specifications: improve menu organization, search filters and groupby, reorder
filters, update some field labels.
crm
===
Restructure the menus as
* Sales
* My Pipeline (default filter: My Opportunities)
* My Quotations (default filter: My Quotations)
* Team Pipelines (opens sales teams in kanban view)
* Customers
* Leads
* Leads
* Scoring Rules
* Teams Assignation
* Leads Assignation
sale_crm
=========
Change the parent menu for 'My Quotation' menu item as menus are changed in
sales: crm.crm_menu_pipeline -> crm.crm_menu_sales
website_crm_partner_assign
==========================
Removed the menu and its action: crm -> Reporting -> Opp. Assignment
Change the menu sequence for crm -> Reporting -> Partnerships. Menu should
display as
* Leads
* Pipeline
* Activities
* Scoring Page views
* Partnerships
This commit is related to task #1878516 and PR #26929 .
In order to be able to add some enterprise views to crm, we need to
define the views as act_window.view, we also want to define a graph and
a pivot view for the leads.
We also want to have a more powerful search view associated with these.
Task: #1831168Closes#25400
- Update all the pictures
- Rename the partners with a name that is easy to say for an English speaker (No more 'Agwoleight')
- Update all the addresses/phone numbers in the american format
- Unify the demo data with the new theme (Wood shop/manufacture,...)
It is now possible to easily filter data using periods of time
(e.g. Creation Date: This Week). This adds greater flexibility to the search
view and has made some old filters become useless. In this commit, we alter
the search views in order to profit of the new framework possibilities.
The parent commit allows to select a specific interval for any
date or datetime field in the groupby menu. This makes some filter
akward, for instance "Order Month".
Accordingly, we have rewritten the string and help attributes in
search views archs and removed groupbys related to the same field
(that would have become redundant).
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.
- Go to CRM > Reports > Pipeline
- Click on one of the Favorites filters (e.g. 'Opportunities Won Per
Team')
A JS error arises.
The filters are not correct. `__count` should be `__count__` and
`expected revenue` should be `expected_revenue`.
opw-1825759
- Removed 'Leads By Salesperson', 'Team Activities' filters in Pipeline Analysis.
- Renamed 'Opportunities Won Per Team' to 'Won by Channel'.
- Added Opport to Closed Today, This Week, This Month filters in Pipeline.
- Renamed 'Expected Revenue by Team' to 'Expected Revenue by Channel'.
- Renamed 'Won By Country' to 'Won by Country'
Purpose
=======
The attribute name isn't required on the <filter> tag. If not set, it can't be selected with a xpath and it can't be overwritten.
A lot of PR are coming from the community just to add a name on a filter because:
- It can't be selected with a xpath.
- It can't be used with `default_search_foo` on an action context.
Specification
=============
Make the atttribute name required
The search bar of the pipeline report page had duplicate filters. For each, there was one with "selection" widget and one without the widget.
opw-771298
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)
mir-odoo