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
Documentation to help developers use the following classes:
- utm.mixin
- rating.mixin
- website.published.mixin
- website.seo.metadata
- mail.thread
- mail.alias.mixin
After careful consideration, the ir.needaction.mixin was
not included in this doc page since it is no longer displayed
anywhere and will be dropped quite soon.
A new preprocess method is added to the template engine in order to do
preprocessing/sanitization of the templates before compilation.
This method can be overloaded in order to add new features such as
translation, ...
- As of v10, manifest files should be named `__manifest__.py`
- For backwards-compatibility, __openerp__.py manifest files
will still be supported for the time being
- Limited refactoring, to add support for the 2 different
naming conventions
- All textual references to __openerp_.py updated in
documentation and examples
The `consolidation_label` attribute is replaced by `string`. This way,
the label is taken into account by the translation tools.
This is the modification of the documentation regarding the Enterprise
improvement.
opw-683601
In the 'get_html' method, the report is using a custom model to render its html,
we should use its own 'render_html' method to generate the report. During the
module migration, we replaced
'report_model.render_html(cr, uid, ids, data=data, context=context)'
by
'report_model.render_html(data=data)'
The new API signature of 'get_html' is
@api.model
def get_html(self, docids, report_name, data=None):
That way, 'render_html' doesn't receive docids anymore when called. We should do instead
if report_model is not None:
return report_model.browse(docids).render_html(data=data)
As render_html is an api.multi method, this is all wrong too, because we'll send a
browse record with the custom report model to the render_html method, to use the
ids with 'self.ids' that are absolutely not corresponding to the report model but to
to the record model we want to print (an invoice for example).
In old API style we were sending a list of ids, but it's not correct to keep the same
behavior by sending a browse record with only the ids relevant. We have also to
change render_html method decorator to @api.model with a new signature
@api.model
def render_html(self, docids, data=None):
And replace the call to render_html by
if report_model is not None:
return report_model.render_html(docids, data=data)
In the case the report is printed from a wizard, this is sufficient because the ids
are taken from the active_ids in context, or in data.
In the case the report is printed from a simple action, we should replace the occurence
of 'self.ids' (which doesn't mean anything) to 'docids'
This fix doesn't solve the printing issues for the custom accounting reports, because
the method get_pdf has been reimplemented in the module account_reports.
Christophe Simonis