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).
Before this commit, the field validity_date was missing from the
default quotation report. Historically this field was added in
module website_quote but it was then moved to sale in
77bd5181f7
The modification on the quotation report related to validity_date
were missed at that time.
This commit adds validity_date to the default quotation report.
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.
- 'Customer' is more appropriate than 'Partner' for sales
- makes some confusing menu easier to understand
- remove favorites search duplicates of groupby
Displaying the amount base for tax group with several lines in sale or invoice
report is too complex to manage. For example before the fix, using a group tax GT
with two excluded taxes(T1, T2) displayed the sum of the base of T1 and the sum of
the base of T2 which was completely wrong. But for a GT with an included tax affecting the amount
base T3 and an excluded tax T4, it 's not possible to display the common amount base for the tax group
because the base of T3 is not equal of the base of T4.
opw:804014
Since quantity to invoice and quantity invoiced
already take into account refund invoices, the
calculation of those amounts can be simplify.
Also, we simply need those on the sale.report,
so removing them from sale.order.line model
will ease performance.
That variable seems a remaining piece of old code that now doesn't
have any use and makes to compute twice the tax table each time
you print the report.
Closes#20569
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
Since this field is an analytic account and not a project, its
name should be more explicit. This commit makes the code more
understandable. Naming things correctly improve developper's
sleep.
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)
PURPOSE
=======
Currently 'Sales Analysis' report have by default group by creation date. here matters if confirmed SO is the confirmation date(for sales commission, etc), not the creation date.
SPECIFICATION
=============
'Sales Analysis' have default group by 'Confirmation Date' instead of 'Creation Date'
PS: Validate 2 SO to have a confirmation date.
Purpose
=======
Create one report where we can see all sales (sales from sales, eCommerce, POS) grouped by channels
Specification
=============
New Report Sales > Reports , the name should be "All Channels Sales Orders"
This report contains the following fields :
name
date
product_id
partner_id
company_id
user_id
price_total
pricelist_id
categ_id = product_categ_id
invoiced = amount to invoice
analytic_account_id
team_name
country_id
We thought about doing a kind of sale_order_common report, but we cannot re-use sale.report because of some field (qty_delivered, ...) that we cannot compute on pos orders.
Purpose
=======
pro-forma concept is not easy, it is an adjective in english, it should be "Pro-Forma Invoice" to avoid confuision
Rename it everywhere (report, form, settings)
Specification
=============
In Sales/Settings, Sales/Quotations and in the report (.pdf)
Hiding the Sales root menuitem isn't sufficient to hide all the menuitems from the sales module.
Example:
1/ Install Ecommerce, you don't have any menuitems from sale as sales_management isn't installed
2/ Install CRM, the root menuitem is activated by the sale_crm, and all the menuitems from sales are displayed
Specification:
Add the attribute active=False on all the menuitems from sales
Activate them on sale_management
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
=======
When sending a proforma by email, the email template is correclty rendered. But 'Quotation #' id displayed on the printed report instead of 'Pro-forma' #
Specification
=============
- Retrieve correctly the context key in the template
- Remove the associated ir.actions.report.xml as we cannot pass a specific context from there
Purpose of this commit is to clean and uniformize report naming through
various addons. It has been chosen to name them using a formatting like
<report_name> - <object_name or suffix> .
Improve report naming in sale, point of sale, l10n_ch, purchase,
purchase requisition, report intrastat, website_quote
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
- RML Reports
- Webkit Reports (most part already removed by 13b9982c62)
- LocalService in netsvc.py
- rename attributes like rml_% to report_%
- rename ir.actions.report.xml to ir.actions.report
- allow rendering directly on an ir.actions.report by calling render method
- remove 'controller' report_type
- remove unused res.font stuff
- remove print_report method in models.py (not used)
- restore removed call to pdftotext process in test_reports
What matters in sales reporting is the confirmation
date (signature, payment, etc), not the creation date.
All the sales reporting is based on order date
(= creation date). Most people need the confirmation
date (to grant commissions, etc.)
The customers' Tax ID (VAT number) was printed next to the shipping
address *and* next to the invoice address, when both were present.
And when the shipping and invoice addresses matched the customer
address (so neither was printed), the Tax ID was not printed at all.
Simplify this and always print it next to the customer's address,
where it belongs.
Purpose
=======
we use to make proforma invoice to get payment before the creation of the real invoice. In the current odoo, the proforma state is too late. Because you have to confirm the SO to generate the draft invoice and so the proforma. But, if you do that, you have generated a subscription or a delivery order in the mean time. A proforma is actually a quote. In old ERP they used to make proforma to send a quote and don't generate invoice number.
Specification
=============
- Remove everything related to Proforma from accounting
- Remove the configuration of pro-forma from account setting
- Invoice form, remove "Pro-froma" button, stage, report title
- Add proforma configuration option in sales setting under "Quotation and Sales" section
- In quote/sale, add Pro-forma under Print
- A pro-forma is a quote, but the title of the report is Pro-Forma and not Quotation
- button (secondary) on quotation form "SEND PRO-FORMA" to send proforma by mail attached with related report.
- button
- mail template
- when preparing a quotation this button is visible but if even one invoice this should be invisible (as confirming SO doesn't generate invoice currently)
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)
Mathieu Duckerts-Antoine