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)
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.
Problem: Sales dashboard can contain a POS sales channel, but sales managers
do not have access to pos related models unless they are pos managers.
This commit hides the POS Sales Channel to non-pos managers.
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
SPECIFICATION:
==============
- hide income account in invoicing wizard (if user is not a accounting accountant at least)
- hide Inventory tab in products form if no access to Inventory app
- in internal category form, hide accounts if user is not an accounting accountant
- hide Vendors if no access to purchase (as well as Description for Vendors in Notes)
- remove Warranty or hide it with related access rights
- tax cloud config is not userfriendly (product form, what is TIC category? what does it imply?)
- rename Accounting tab (in products) into "Invoicing" and move Invoicing Policy and Taxcloud Config there. Make tax field visible for sales
- reset Internal notes field on product (under Notes). Used by many companies and useful for search on website.
- invoice: validate button should be for billing users only
- a sales user can't see Configuration menu (with salesteams)
- a sales user should not see Invoicing report link &nd settings link in salesteam dashboard
- a sales user should not see the field for invoicing target in dashboard (in invoicing if activated for salesteam)
- In sales team, quotations and invoices should be only one option -> that way invoicing fields & targets show up to the admin
- SO status: sale order -> Sales Order
- Everywhere: Payment Term -> Payment Terms
Add a link in the general settings to access easily the default_user form view in order to modify the default access rights
The default_user manager rights declarations in all the applications have been move in a noupdate="1" definition to avoid the manual configuration overwrittings
Purpose:
Having the res_group defined in base and sales_team auto installed
with mail doens't make sense.
- Move the empty res_config class and the related view from
base_setup to sales_team (base_setup only contains the 'General Settings'
model and views
- Move the 'sale' related content from product to sale module (Access rights,
menuitems,...)
- Set sales_team at autoinstall False. The module is installed when needed by
crm or sale for example
- Set sales_team as a dependency of voip. (Access rights defined for configuration
purpose)
- Set sales_team ad a dependency of subscription (Access rights issue too)
[FIX] account: move some ir.model.access to sale module
[FIX] payment: Move some ir.rule to website_sale
[FIX] stock: move some ir.model.access rule to sale_stock
[FIX] project: Move some ir.model.access rules to crm_project_issue
[FIX] mrp: Move some ir.model.access rules to sale_mrp
[FIX] calendar: move some ir.model.access rules to crm
Rename xmlids accordingly. Example: 'base.group_sale_manager' becomes
sales_team.group_sale_manager.
[ADD] sales_team: See own documents => See only his sales team
Moved the "User: Own Leads Only", "User: All Leads" and "Manager" groups from sale and crm
into sales_team module. Add the record rules so that user can see only his Own Sales Team
if "See Own Leads" is sales right and can see all sales teams if he is having sales rights
of "See All Leads" or manager.
This branch need more testing instead of doing 10 fixes. A lot of issues are occuring
when installing modules in different orders.
This reverts commit fa6e415cdb.
Purpose:
Having the res_group defined in base and sales_team auto installed
with mail doens't make sense.
- Move the empty res_config class and the related view from
base_setup to sales_team (base_setup only contains the 'General Settings'
model and views
- Move the 'sale' related content from product to sale module (Access rights,
menuitems,...)
- Set sales_team at autoinstall False. The module is installed when needed by
crm or sale for example
- Set sales_team as a dependency of voip. (Access rights defined for configuration
purpose)
- Set sales_team ad a dependency of subscription (Access rights issue too)
Rename xmlids accordingly. Example: 'base.group_sale_manager' becomes
sales_team.group_sale_manager.
Using several sales team and the new dashboards is now the only
behavior about sales team. The unique sales team mode is therefore
removed, leading to some update in the various addons that hide
the team_id field when not in multi sales team mode.
[DEMO] cleaned demo data (removed marketing sales team because it should
not exist)
won: probability=100 (on lead)
loss: probability=0 and not active
Won / Loss Replaced most complex domains (merge leads wizard...) by active=True
[IMP] Code cleaning / removing:
unused report.crm.*
merged crm.lead.report and crm.opportunity.report (one report with domains)
[IMP] Cleaned demo data:
Won / Loss, Put back "New" stage
Removed "Marketing" sales team
[IMP] Removed Multiple salesteam setting (always multiple salesteam
Always display the dashboard (multiple salesteam)
No more option in settings
[FIX] misc fixes (bad domains), type not required
Models renamings:
- crm.case.stage becomes crm.stage
- crm.case.section becomes crm.team
Model split:
crm.case.categ has been splitted into:
- crm.phonecall.tag
- crm.lead tag
- crm.claim.tag
- crm.helpdesk.tag
Models removal:
- crm.payment.mode
- crm.segmentation
- report.crm.case
Removal of the crm_profiling module
(all these refactorings have been done in order to ease new API
migrations)
- removed unnecessary changes
- rewrote on_change_user and get_default_sectoin_id to have a correct default section
- removed duplicated code in sales_team module due to code moving not correctly cleaned
Haresh Shyara