Currently, to activate/deactivate records with the 'active' checkbox
user has to switch to edit mode of the form.
So the purpose of the task is to allow the user to activate/deactivate
records from the readonly mode of the form view.
In this commit, we set widget='boolean_toggle' on the 'active' field in form
view.
closesodoo/odoo#46567
Taskid: 2206794
Related: https://github.com/odoo/enterprise/pull/8918
Related: odoo/enterprise#8918
Closes: #46567
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Since commit 92737f2 (finetuning of 7b49f58) field website_id, website_tag_ids
are missing from form view of res partner.
Now we use a more precise xpath, hardcoding the group name into the xpath to
be sure that fields are correctly added below the company_id field from a
visible tab.
closesodoo/odoo#44644
X-original-commit: f830bf49013201aadd3feb113596d1534f800fd8
Signed-off-by: Christophe Monniez (moc) <moc@odoo.com>
The `website_published` field from the website's mixins is basically a readonly
from `is_published` field.
On read, this field will simply read `is_published` and check if the record's
website_id is accessible (only for the multi mixin).
On write, it will always write on `is_published`.
This commit improves a few things:
- A lot of code was writting on website_published which was just then writting
on is_published. Writting directly on is_published makes more sense.
- Some backend fields would still reference `website_published` instead of
`is_published` which would just go through the related for no reason.
Plus, using `is_published` will make the field tooltip more accurate as we
are not in a website context ('Visible on current website' to 'Is Published')
- Filter and search on tree view were still using the `website_published`
related field, which is just a readonly when we are not in a frontend
context.
- Some create and write function would have security check on
`website_published` value but that was wrong as the user could bypass that by
simply writting on `is_published`. For the write method, check `is_published`
is more accurate as it will cover both case since `website_published` will
then call the write method on `is_published`
Purpose
=======
Some formviews are useless since there are so few relevant fields https://nimb.ws/1EdMV7
For instance, to create a new lost reason the user is forced to:
1. Hit create
2. Type in the name of the record
3. Hit save
4. Go back to the treeview
While he could simply type them away in an editable treeview.
The goal of this task is to allow for creation/edition of records in such models
directly from the treeview.
Specification
=============
Modify tree views from a given list of models for which the
treeview has to be made editable bottom.
If not specified otherwise, the content treeview should stay the same.
If a field is readonly/required/etc. in the formview, it should be in the
editable treeview as well.
Relabeling has to be done of the field itself, not in the view.
TaskID: 2026126
closesodoo/odoo#34577
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
The old tree views don't really exist anymore, this odd pseudo-flag to
dispatch between "list" and "tree" tree views has no reason to remain.
Task 1937686
closesodoo/odoo#31243
Signed-off-by: Xavier Morel (xmo) <xmo@odoo.com>
We would like to make the "no item found" screens more appealing.
Before this commit, it shows a small help tip in the top-left
corner of the screen, just below the "Create" button.
With this commit, these help tips have been replaced by onboarding
screens, which consist of a picture and some text below, both of which
are horizontally centered.
The texts have been slightly changed, so that they are shorter and clearer.
Considered modules:
(A)
account,
account_asset,
account_budget,
account_test,
account_voucher,
analytic
(B)
barcodes,
base,
base_automation,
board
(C)
calendar,
contacts,
crm
(D)
delivery
(E)
event
(F)
fleet
(G)
gamification,
google_drive
(H)
hr,
hr_attendance,
hr_contract,
hr_expense,
hr_gamification,
hr_holidays,
hr_payroll,
hr_recruitment,
hr_timesheet
(I)
im_livechat
(L)
l10n_fr_sale_closing,
link_tracker,
lunch
(M)
mail,
maintenance,
mass_mailing,
membership,
mrp
(N)
note
(P)
payment,
point_of_sale,
post_mercury,
pos_restaurant,
product,
project,
purchase,
purchase_requisition
(R)
rating,
repair,
resource
(S)
sale,
sale_timesheet,
sales_team,
stock,
stock_account,
stock_landed_costs,
stock_picking_batch,
survey
(U)
utm
(W)
web,
website,
website_blog,
website_customer,
website_event_track,
website_forum,
website_quote,
website_sale,
website_sale_digital,
website_slides
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)
This fix previous commit a29f7f671b.
(1) Some objects have no color field.
(2) There was an issue when two many2many tags were instantiated:
If the first one had the 'color_field' attribute the second one
had it too even if this attribute weren't specified.
Now, it's fixed in data_manager
Since the previous commit, the `color_field` needs to be explicitly stated
in the options for the tags to be colored.
The previous behaviour (always read the field `color`) was leading to server
warnings if the field was not present on the comodel.
Thìs commit set the `color_field´ for every many2many_tags on fields that have
a `color` field on the comodel.
Nisha patel