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.
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With this commit, these help tips have been replaced by onboarding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
When a stage on crm leads is removed, the leads appear in an
"Undefined" column in a kanban view, but this was not handled when
getting the "graph data" (eg. in version 11.0 for sales team graphs
when grouping by stage in CRM > Reporting > Sales Channels).
opw-784455
closes#21507
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.
Default mail.alias for crm.team are currently recomputed/modified
when *setting* use_leads on the team (type changes from opportunity to
leads), but not the other way around (*unsetting* use_leads doesn't
rollback type to opportunity).
Fix this issue.
Leaves over the issue that *disabling* the global setting doesn't
recompute aliases, which it probably should.
OPW-728690
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)
Current sales channel configuration for graphs is complicated for users.
This commit attempts to simplify the form view by renaming labels on
selections depending on the chosen graph model.
It also adds the option to group by stage for the pipeline graph and
hides the team members for the POS and eBay sales channel.
- swap `groupby` with `period`
- for `sale` and `invoice` graphs:
- rename label: `period` -> `scale`
- rename graph periods' selection items: `This Month/ This Week/ This Year` -> `Last Month/ Last Week/ Last Year`
- for `pipeline` graph:
- rename label: `period` -> `expected to close`
- rename graph periods' selection items: `This Month/ This Week/ This Year` -> `Within a Month/ Within a Week/ Within a Year`
- rename graph groupbys: `Day/Week/Month` -> `Expected Closing Day/ Expected Closing Week/ Expected Closing Month`
- add new graph groupby: `Stage`
- remove lead management fields for ebay and pos channels
- hide `Assignation` page and `Domain`, `Assigned Leads Count` and `Minimum Score` fields
- in dashboard page, make content field readonly
This commit improves crm.team compute methods and adds auto_join on:
payment.transaction: field sale_order_id
sale.order: field order_line
Also move the dashboard_graph_type field in invisible in the kanban view to
avoid triggering the computation of the graph when it's not needed.
DO NOT FORWARD-PORT: a different patch will be made for the master branch
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
- try to make better use of recordsets (and recordset APIs)
- remove pointless decorators
- remove redundant ensure_one
- make 'stage_find' a private method returning a recordset
- etc ...
Rather adding a group on the view to avoid Access
Error, than adding a try/except catching the
exception for opportunities and mettings count on
partner form view
Fabien Pinckaers