The new settings model loads by default all settings. In the case of
non-admin user having the 'Settings' access rights this can lead to
access errors.
This commit deals with the multi-company issues on a standard
installation. If the admin is in Company A and the other user in Company
B, accessing the settings is pretty much impossible because of records
rules.
This fixes the master or demo data to avoid setting a company by
default. Note that it only fixes a standard installation: if the
settings are later customized, there is no guarantee that it will still
work.
Problematic fields:
`auth_signup_template_user_id`
`crm_default_team_id`
`leave_timesheet_task_id`
opw-801210
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)
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
Several modules defines records with the external ID `base.foo_bar` while it is
created inside this module (typically menus and groups).
While there is no technical reasons to do so but this may introduce issues:
- these records will not be deleted during uninstall
- if a language is loaded before the installation of the module, it won't be
translated
The uninstallation will only remove the records with an external id linked to
this module (these would only be removed when removing base).
Installing a language before the module will drop the translations not linked
to an existing external id (as it can not be resolved).
This commit correct all the external ids tagged as from base or other incorrect
modules.
On website/theme installation and other website_* module installation,
an action was triggered to launch tours. These tours are now used only
for tests and should not be used as onboarding anymore.
Note: in master these tours will be removed to use the new test system.
Change checkout process.
- Billing address is always the connected partner_id or neww partner_id.
- Shipping address is contact of current commercial_partner_id
- New checkout design for address selection
- Add delete a line in my cart
- Fix input quantity size
- Refactor/Reindent xml template from website_sale
- Improve the modularity for checkout (preprocess, posprocess, required fields, ...)
- Allow to use form builder in extra step for OEE (No edit mode)
- Add route to have states according country selected (need to be overridable for website_sale_delivery)
- ...
This causes issues when people delete the Website Sales team. The
website_sale module already adds a salesteam_id to website, which is
configurable. So instead set that to website.salesteam_website_sales by
default and use this field.
Modified version of afc9507 after 8c31ecd:
website_crm doesn't look for the website_sale salesteam anymore
The website_crm module doesn't depend on website_sale, so the
salesteam_id field may not exist on website in contactus.
There is clearly a strange overlap with the website salesteam
between website_crm and website_sale, as indicated by the xml_id's.
The previous version didn't crash when the xml_id was not found,
though, while this one would always crash when you try to use
website_crm without website_sale, so I prefer to revert it.
A proper fix would be to set the salesteam at the level of the
website module, but I'm not sure it would make sense considering
that it wouldn't be used at all unless you happen to install one
of those two modules.
In the meantime, I'm reverting afc9507f3a.
This causes issues when people delete the Website Sales team. The
website_sale module already adds a salesteam_id to website, which is
configurable. So instead set that to website.salesteam_website_sales by
default and use it in both website_sale and website_crm.
Also add 'affiliate_id' in the user session : the param contains the id of the saleperson to assign if the current user create an SO. This param is passed by the URL query param, then stored in the session.
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)
- now having a website sales sales team in website_sale;
- temporarily crm accepted as a dependency of website_sale (will be improved when sales team are
taken out of crm);
- removed website_sale_crm unnecessary module + dead code
- removed shopping cart state + its management
- added acquirer and transaction fields on sale order
- azdded use_opportunities and use_quotations fields on sales team like use_leads
Nicolas Martinelli