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5 Commits
Author SHA1 Message Date
Deep Patel 98748a93c0 [FIX] res_config: Fix several layout issues on config views 
- subscription settings are broken and show up at the bottom of any setting page: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrra01leUZ1Wnczbms/view?usp=drivesdk
- don't put setting item of the app you are configuring at the top of the list: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrdXEwUmFWTTlLd1E/view?usp=drivesdk
- hide empty sections when searching not in debug mode: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrVGFOa0FKVmtNTWs/view?usp=drivesdk
- when installing Invoicing, setting item should be Invoicing and not "Accounting": https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrWGQwY1ktaXlNSUk/view?usp=drivesdk
- app labels: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrreXlNTXZnbU13aFk/view?usp=drivesdk
- coupon programs links: duplicate in sales + no link at all in website: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrraTV1YTNPdWU2VUE/view?usp=drivesdk
- delivery methods: links are duplicated in sales settings https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrczR5X1FOUllUZHM/view?usp=drivesdk
- add subtitles to all the carriers in sales settings: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrS1NXXzhwRTFQV2c/view?usp=drivesdk
- inner options should never be in bold:
	customer account: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrMnpualBta2x6dU0/view?usp=drivesdk
	phone validation: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrraHJrYngtaGJ6T2s/view?usp=drivesdk
	signature & payment: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrWTJ3dVBuTzNONlU/view?usp=drivesdk
	bill control: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrRy16UkdTWWdrdDQ/view?usp=drivesdk
- make similar settings look the same through all the apps:
	taxcloud: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrraGlVWmNXRjJ5WEk/view?usp=drivesdk
	pricelist: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrQ2pwVmtEZXM1SWM/view?usp=drivesdk
	multi-currencies: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrTFNWTTJpcS1XbnM/view?usp=drivesdk
	shipping costs: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrM2hKdk5XRy1WTjg/view?usp=drivesdk
 2017-09-29 14:12:03 +02:00
Yannick Tivisse 781a03b2bc [IMP] res_config: Update file names, xmlids, class names according to guidelines 
Now that we only have one model (res.config.settings). Uniformize everything according to the guidelines.
 2017-09-01 13:03:18 +02:00
Deep Patel 898224f110 [IMP] web,account,...: Regroup settings, add a nav and search bar 
Purpose
=======

Settings are often way too long and hard to scan and sometimes you don't know where to find the settings you're looking for.
By adding a left navigation, you can already have an overview of the settings, and switch easily between them.

Specification
=============

- Add a search bar on all the apps that have settings which can search results from all the installed apps.
  (If i'm on sales settings,and I search anything then it shows results from sales settings and also shows
  all the other matching results from all the other apps such as, Inventory...etc) with app name.
- Able to activate feature from the current page results (no matter if the searched result is from another apps).
- Highlight searched word in results
- Delete the sheet, have a full white background
- Add left navigation bar on setting
- Left navigation bar fixed
- List displayed based on installed apps
- On right panel, by default display current app setting and change accordingly
- [Mobile] Left navigation bar displayed on top
- Add Breadcrumb on top of the page: have the name "Settings" + Save / discard CTA + Search
- Add General Settings on the nav bar
- remove "save this page..." notif in all settings
- Delete all recommanded apps section + all checkbox that install app should disappear:
	payroll: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrSkMzWVpuZ0ZoaFE/view?usp=drivesdk
	Events: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrYXlHMHd2NTM2blE/view?usp=drivesdk
	Manufacturing: Delete Repair - Quality Control - Maintenance - Product Lifecycle Management [LAP][ok]
	Timesheets: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrdFg5XzNydkd2TlU/view?usp=drivesdk
	project: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrraWo3NE04TktwcTQ/view?usp=drivesdk
	inventory: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrQkRaVUR5ekFQYTQ/view?usp=drivesdk
	recruitment: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrbDdqLWQweF80UkE/view?usp=drivesdk
	purchase: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrRlAyUDBnb0trQWs/view?usp=drivesdk
	email marketing: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrOUZONjhvX2k3Y2s/view?usp=drivesdk
	expenses: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrrR0JpN1ZpQmtxU3M/view?usp=drivesdk
	attendances: https://drive.google.com/a/odoo.com/file/d/0B1uIL9E_zXrralpjZ1VJclNpMWs/view?usp=drivesdk
- About duplicate settings:
	Docsaway: Delete from Sales + delete Default Print Provider
	Attributs & Variants: Delete from Purchases - Manufacturing
	Multi-currencies: delete from Sales
	Unit Of Measures: Delete from Purchase & Expenses
- Add a scroll bar on the left bar when there's too many apps
- Keep the navbar visible even when you search
- Move General Settings to the bottom of the list
- Update on Settings:
    - Accounting:
        - rename automatic rates
        - Anglo Saxon Account: Should be in technical feature
        - Place Accounting Reports section before Taxes section
    - CRM:
        - Phone Validation: Enforce international format becomes
        - Local Numbers: (2 radio buttons proposals) Add international prefix / No prefix
    - Fleet: typo " ... a new car if ..." + text is too long <br>
    - project: fix tooltip for colab pads
 2017-09-01 13:02:54 +02:00
Haresh Shyara ea66192276 [REF] crm,sale: Split the applications into 2 separate apps 
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)
 2017-08-09 10:03:08 +02:00
Fabien Pinckaers 9074811771 [IMP] crm_phone_validation,crm: add config settings for phone validation in crm 2017-05-05 12:27:06 +02:00