Commit Graph
4 Commits
Author SHA1 Message Date
Fabio Barbero 1a9b6422ff [IMP] digest: organise digest view
Purpose
=======

Give the user a more organized view of the digest KPIs in the backend and
improve global wording of digest sections and KPIs.

Specifications
==============

Reorganize order of KPIs in digest view. Fix some typos, move buttons in
list and form views.

Task-2582128

closes odoo/odoo#77507

Related: odoo/enterprise#21340
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2021-11-16 19:20:57 +00:00
Thibault Delavallée 99c2c2ee1e [REF] digest: move template to QWeb
PURPOSE

Make digest email and tips more appealing. The goals of these tips are

  * to encourage the adoption of other apps (Did you know ?);
  * to make Odoo look more fun (Fun tips and tricks, young and dynamic style);
  * to show social proof and increase trust (emphasis on already existing
    projects / customers to);

SPECIFICATIONS

Digest now use qweb views instead of a standard mail.template record for
rendering as

  * template is very custom;
  * probability of breaking it while edition the mail template is high;
    it is easier to maintain and extend in qweb;
  * only body was really used, other mail-related fields were not used;

We therefore remove the mail template data and the field used for it on
the digest model. Template is now forced to a Qweb view.

We can also remove the template_id field. Indeed we think that having
different templates for digests is a really advanced use case we do not
want to support.

Finally kpis and action computation is rewritten. It now returns an unique
structure containing all information in a more neutral way, holding values
for 3 columns. Purpose is to be less date-oriented in data construct and
allow people to use digest qweb template to display a 3-columns KPIs content
even if not related to yesterday / last 7 days / last 30 days.

LINKS

Task ID 2197417
Community PR odoo/odoo#51619
Upgrade PR odoo/upgrade#1256
2020-06-04 15:20:08 +00:00
Thibault Delavallée 2d066a4ed0 [IMP] crm: improve naming of main crm lead action
Indeed since a lot of cleaning has happened, notably merging lead and
opportunity views and actions cleaning, let us have a real name for
that main action instead of a bad and error-prone name.

Task 2070287

closes odoo/odoo#36676

Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
2019-09-24 12:14:38 +00:00
Mitali Patel 707bd1bfb4 [IMP] crm: implement digest KPIs / tips
Purpose of this commit is send lead / opportunity creation as well as
won opportunities KPIs in digest emails. Those are added in the default
digest template.

A tip to remind to use the mailgateway is also integrated.

This commit is linked to task ID 30655 and PR #18318.
2018-07-19 11:26:46 +02:00