Odoo used to declare two main colors: primary and optional (which are
purple and turquoise in enterprise). Those were respectively assigned
to the 'primary' bootstrap variable and the 'btn-primary' bootstrap
variable.
BS4, however, does not allow to have a different primary color for
buttons. Instead, the 'primary' color is used for all 'primary' related
components and utility classes, same as for all other colors. So, if we
want to keep our enterprise buttons green, our 'optional' colors had to
become our 'primary' color. The old odoo primary is then renamed to the
'odoo' color.
The palette of grays is now larger by default and is numbered from 100 to
900 alongside the $black and $white variables. The equivalence for older
variables and the way we used them is:
$gray-darker -> gray 900 (unused before)
$gray-dark -> gray 900
$gray -> gray 700
$gray-light -> gray 600
$gray-lighter-darker -> gray 400 (the old variable was created by us)
$gray-lighter-dark -> gray 300 (the old variable was created by us)
$gray-lighter -> gray 200
Fortunately, the 'lighter' variations we created fit well in the default
BS4 system ! Unfortunately, our $gray-lighter which carried the same
function as $gray-200 (see above) is very close to the new default
$gray-100 and quite distant from the new $gray-200. This will be handled
in the next commit.
Unlike LESS, SCSS variables are not lazy loaded. Our system has thus
to be updated. This commit creates new templates which are t-called
in assets bundles (to replace the old less_helpers template):
- web._assets_utils: regroups the mixins and functions which *can*
(and so should) be available in every asset bundle
- web._assets_primary_variables: regroups the variables (or mixins
used as variables) which *can* (and so should) be available in
every asset bundle
- web._assets_secondary_variables: same as above but provides an
environnement where all the 'primary' ones are accessible. This is
for example useful to handle the community/enterprise split:
// Community primary variables
$o-pink-color: pink; // enterprise color
$o-brand-primary: blue;
// Enterprise primary variables
$o-brand-primary: $o-pink-color;
// Community secondary variables
$o-my-darker-primary: darken($o-brand-primary, 5%);
=> If there was only one variable template, enterprise edition would
have been able to define its primary color at the end but the
darker primary would not have been updated. Using the "!default"
system and putting enterprise definition above would not have
solved the problem as the $o-pink-color would not have been
accessible.
- web._assets_backend_helpers: regroups the variables, mixins and
functions which *can* (and so should) be available in the backend
asset bundle only. This is especially (only?) useful for bootstrap
variables overriddes.
- web._assets_frontend_helpers: regroups the variables, mixins and
functions which *can* (and so should) be available in the frontend
asset bundle only. This is especially (only?) useful for bootstrap
variables overriddes.
Note: bootstrap variables are not accessible in any of those anymore.
If you have variables that should depend on bootstrap, you have 3
solutions:
- Find another way: your variable is probably useless, use bootstrap
variables directly or create a variable that will influence the
value of bootstrap variables. E.g. instead of declaring:
`$myvar: $bootstrapvar * 3`
and using $myvar alone, declare:
`$myvar: 3` and use `$myvar * $bootstrapvar` where needed.
- Declare a copy of the bootstrap variable and use that one. In that
case, you should also force-set the real bootstrap one to be sure
they match (this should be done in appropriate templates mentioned
above). E.g.
```
$o-boostrapvar: 5;
...
$boostrapvar: $o-bootstrapvar;
```
- Set your variable to null and set it to your bootstrap expression
in the file you will need it (where bootstrap variables are accessible)
without forgetting to add the !default flag to allow overriddes.
```
$myvar: null;
...
$myvar: $bootstrapvar * 5 !default;
```
This commit also partly changes the variable names to follow the
convention:
$o-<app_id>-<name> where 'app_id' is the current's app name or a
meaningful unique identifier ("theme" for all themes for example, as
no multiple themes can be installed).
Convert content so that the assets compile on app installation. The
style is still broken after this as the variables/mixins/... are not
defined in the right order (as it did not matter in LESS but does in
SCSS).
This commit basically changes:
- Variables: @var_hello -> $var-hello
- Mixins: .mixin_world() {} -> @mixin mixin-world {}
- Classes used as mixin: .my_class() -> @extend .my_class
- Here there were no other solution than to convert the use of
a mixin call by the use of an extend as a first approximation
- LESS functions -> SCSS functions (e.g. fade -> rgba)
- Move first variable definition before the variable is used
- Still need to make sure last variable definition is at the
right place
The rev. odoo/odoo@93bf26a modifies the way kanban record defines their size.
Kanban dashboards used to define a fixed size and reset it when grouping.
This fixed size should in fact only be set for ungrouped kanban as the column
size is fixed.
* account, maintenance, mrp, payment, point_of_sale, sales_team
Previous system was:
- `flex: 1 1 300px;` on kanban records
- If a specific record needs a different size, add custom style to
either change the `flex` rule or set a `min-width` for >=SM screens
Now:
- `flex: 1 1 auto;` and `width: 300px;` on kanban records
- If a specific record needs a different size, add custom style to
change the `width` rule.
This allows some standardization of the way to customize the suited
width and also allow lesser LESS code (as the previous version required
either the use of the flex mixin or the use of a media query).
Note:
- Also remove useless app record rule
- Also fix MRP Work Centers record width
Note2:
This system should be improved for version 12.0.
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)
The 'get' method in the basic model is called very often (too often, but
that is another issue). For a large list with many columns, it can be
quickly be called more than 10k times.
In that function, we had to protect our integrity by performing a deep
clone with $.extend, so noone else can be allowed to change something in
our internal structure. This is good in theory, but not so good in
practice, as $.extend is a really expensive operation.
Also, we try to have the smallest external API by deleting useless keys.
But instead of keeping a blacklist of private keys, it is simpler to
have a whitelist of public keys.
So, what we do is to explicitely construct the object returned by key,
since we know the types of every values involved. This is more
explicit, and at the same time, much faster.
Also, we propagate the options for elements of type list. This is why I
had to change the isFieldSet method.
In a benchmark I just ran, loading and rendering a large list (200 rows,
7 columns) went from about 2.7s to 0.7s.
We still do way too much work, but at least it is much faster...
Currently default displayed sales team in dashboard are the one current
user is member of. However as an user can be member of only one sales team
it is not very easy to manipulate.
This commit improves that behavior by adding a favorite mechanism. Users
can favorite several sales team. Those are displayed in the dashboard
allowing users to decide which sales team to display independently of
being a member of the team or not.
Dashboard now also display a search bar in order to be able to change the
default behavior and choose other filters if necessary.
A security rule is updated as salesmen should be able to read several
sales team from now on.
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.
* hr_attendance, hr_gamification, hr_recruitment, mass_mailing,
project, sales_team
Before this commit, the kanban column did not know about the model
name which make customization impossible without a getParent. Kanban
records were supposed to know about this thanks to the options
parameter but this was broken. Now the model name is automatically
initialized from the given state.
Adapt all extensions which relied on this.
* account, mass_mailing, sales_team
These view extensions have already been ignored for around two years.
The new views development is a great opportunity to remove them.
We replace a bunch of formatting and parsing functions by an object
(parse or format) which can be used to dispatch on the correct type. It
allows us to remove the format_field and parse_field functions.
Also, we camelcase our new code and add some comments.
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
Partially an incorrect forward port of 27b6451. Moreover, the shortcuts
"exp. closing" and "overdue" use the action
`crm_lead_action_activities`, which filters by default
`activity_date_deadline != False`. This should be used as well when
counting.
opw-725666
On the CRM dashboard, the shortcut 'exp. closing' is the same than the
'overdue' shortcut. However, the number of opportunities in these
categories is computed differently (see method
`retrieve_sales_dashboard`).
We introduce a new filter "Overdue Opportunities" which reflects this
difference.
opw-704173
On kanban records in the sales dashboard:
the display got modified and links on the right side were taking 2 lines
instead of 1, Going to a new line after the number.
display: "block" needed to be "inline-block" -> added to sales_team less file.
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.
- sales_team: Rename Next actions into Next activities on CRM dashboard.
- calendar: In meetings, reminder config, display 2 fields "Unit" and "Amount" inline with the string "Remind Before".
For invoices analysis(account.invoice.report) add this month and last month
filters in search view and set appropriate default filter on dashboard actions.
For pipeline analysis(crm.opportunity.report) add this month and last month
filters in search view and set appropriate default filter on dashboard actions.
For activities analysis(crm.activity.report) add current month and last month
filters in search view and set appropriate default filter on dashboard actions.
The nocontent message was never there when the kanban had no content
in grouped mode and the create button was muted even if no column can
be added. Also it was wrongly displayed in ungrouped mode.
qsm-odoo