Purpose
=======
Give users a better experience while using the utm campaign module.
Specifications
==============
* Add a filter called "My Campaigns" filtering on the current user_id.
* Add a groupby Tags.
* Always underline the Tags field in the campaign quick create.
* When duplicating a campaign, do not copy the stage and make it
restart the pipe.
* In the list view:
- Change the column name from "Campaign Name" to "Name".
- Add bold on the stage field.
- Add the avatar widget to the Responsible field.
* For the edit stage modal:
- Make the dialog smaller.
- Only display the name field.
- Add a placeholder to the name field.
Task-3240966
Part-of: odoo/odoo#116230
According to Wiktionary, French spacing is "the archaic practice (though
still current in French) of inserting a space around colons, semicolons,
question marks, and exclamation marks". This is not standard practice in
English and most languages of the world.
The purpose of this commit is to start purging the code from this typo,
as it may reflect poorly on the software for some people.
closesodoo/odoo#116167
Related: odoo/enterprise#38542
Signed-off-by: Louis Wicket (wil) <wil@odoo.com>
This commit separate the templates, one for the card and another one for
the menu (the ellipsis dropdown).
The new template, called 'kanban-menu', will only contain the dropdown.
Note that, this behaviour is the same as the one used for the kanban
tooltips.
closesodoo/odoo#107589
Task-id: 3096776
Related: odoo/documentation#3284
Related: odoo/enterprise#34962
Signed-off-by: Aaron Bohy (aab) <aab@odoo.com>
With commit[1], we added `o_text_overflow` classes at several places to avoid
long names going out of the boxes. However, for the name/title fields in the
form views, we should always show the full name.
So this commit replaces `o_text_overflow` class with `text-break` from
name/title fields in the form views to display full string in the read
only mode, but also keep them from going outside of the form view.
Below are the modules affected:
- base
- coupon
- crm
- event
- mass_mailing
- mass_mailing_sms
- project
- sales_team
commit[1] - a0ebb46
task-2889845
closesodoo/odoo#96132
X-original-commit: 4a74c7af6b54bd771f50d3885813f4aae442c9e7
Related: odoo/enterprise#29552
Signed-off-by: Warnon Aurélien (awa) <awa@odoo.com>
Purpose
=======
Ensure that the names of the UTMs models (campaign, medium and source)
are unique.
If not, generate automatically an unique name.
The name field is no more translatable; it makes no sense to translate
a technical which will be added in the URL, and can even cause issues
(the UTM record is not recognized because of the translation).
For the campaign, we keep a "translatable" name which is called
"title".
For the UTM source, use a mixin to generate automatically the name of
the source based on the content (_rec_name) of the record. So we remove
the override of create / write / copy in the different models and
ensure consistency between those models.
Task-2245823
closesodoo/odoo#60501
Related: odoo/enterprise#21882
Related: odoo/upgrade#1863
Signed-off-by: Warnon Aurélien (awa) <awa@odoo.com>
Reduces load_menus answer size by 32% (between 20kb and 200kb savings
for the initial loading of the backend, depending on the number of apps
installed). Support for SVG icons in the web client for menus/apps.
Reduced PNG icons for apps list (8 bits PNG instead of 24 as our icons
don't need more colors as they are flat designs)
closesodoo/odoo#84280
Related: odoo/enterprise#24200
Signed-off-by: Fabien Pinckaers <fp@odoo.com>
Purpose
=======
This commit cleans the UTM module and uses a different file for each model
views in order to clarify organization and ease reading. Each model owns its
own view file.
Task-2245823
Part-of: odoo/odoo#83070
- Currently all menus are out of order in app switcher.
- For example, Sales app is 16 menu away from Accounting,
Social Marketing app is 25 menu away from Email Marketing, etc.
So, all menus should be reordered.
- This commit will reorder the menus of the app switcher in order to reduce
the distance between correlated applications,
and bring the most common apps upward.
- And in this commit we have left gap of 5 subsequent sequence for further new menus.
PR: #69984
TASK ID: 2513082
Related: odoo/enterprise#17989
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Conversion of all modules to the new manifest assets declaration.
Part of task: 2352566
Co-authored-by: Julien Mougenot <jum@odoo.com>
Co-authored-by: Simon Genin <ges@odoo.com>
This commit renames the field is_website into is_auto_campaign
for clarity purpose.
The is_website field always meant that the campaigns were created automatically
in some instances. Could be created automatically via a link to the website
or even by simply creating a marketing campaign in marketing_automation.
is_auto_campaign is a better name as it does not wrongly imply that only
the website can generate campaigns automatically, while also pointing
out the automatic generation mechanism.
The utm campaigns behaviour rests unchanged.
LINKS:
TaskID: 2414694
PR: #65824
Enterprise PR: #16238
Related: odoo/upgrade#2146
Related: odoo/enterprise#16238
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Previously, in multiple modules, long names would result in an overflow of text.
With this commit long texts should appear like this: [aaaaa...] instead of
going out of their boxes.
Various views are updated, depending on which fields we wanted to prevent
from overflowing and the probability they do so.
Task ID-2325219
PR odoo/odoo#57713
PR odoo/enterprise#13226
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Widget attributes have been removed from all search view archs since
they are no longer supported.
closesodoo/odoo#54107
Related: odoo/enterprise#11665
Signed-off-by: Aaron Bohy (aab) <aab@odoo.com>
This commit sets attribute sample="1" in a bunch of list and
kanban views, to enable the new sample data feature when views are
empty.
Task 2232801
X-original-commit: 5471309b35619f307242c2704c7681ba63d2be42
The purpose of task is to update the 'user/employee avatar' to the new
widget in all the kanban view across all modules.
The below new widget are introduced for avatar:
- many2one_avatar_user (for user_id fields)
- many2one_avatar_employee (for employee_id fields)
which displays the avatar (i.e. picture) of a user/employee in front
of his name and clicking on the avatar will open a chatbox to message
that specific user/employee.
So in this commit, For each kanban view with a user or employee avatar,
replaced it by the field with the new 'many2one_avatar' widget.
TaskID: 2244928
Related Enterprise PR: https://github.com/odoo/enterprise/pull/10420
closes odoo/odoo#50789
Closes: #50789
Related: odoo/enterprise#10420
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
Inspired by what is done in the task kanban of the project module,
add examples of kanban stage setups for UTM campaigns, and allow users
to load them.
There have also been some minor changes to the campaigns view:
- The helper message when there are no UTM campaigns has been changed
to a more descriptive message.
- All stages that existed by default (hardcoded in the data XML) have
been removed except default New one. An user with a fresh database will
have no stages in their kanban. The old hardcoded stages have been moved
to the demo data instead, so they will still be added by default if the
user installs demo data.
- The ghost columns that appear in the kanban when no stages exist have
been renamed to match the old stages that were hardcoded.
- When the user opens the view to create a column, the 'See examples'
link will appear below the 'Column title', just like in the project
addon, and clicking it will open some examples specifically made for UTM
campaigns. Clicking on the 'Use This For My Kanban' button will load the
stages of the selected example.
- A min-height property has been given to the example modal view so that
the view does not change size depending on the number of rows in the
ghost columns.
Task ID: 2047369
PR #48299
This commit ease the creation of campaigns as
they only require a name and a responsible.
When the user clicks on create, it will display the
"Quick Create" card instead of redirecting him to a
full form view.
Task ID 2237999
closesodoo/odoo#49774
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Purpose of this task is to prevent users from setting portal users on
internal documents by mistake, and preventing noise and performance
issues resulting from loading all the portal users in those fields.
This commit fixes internal many2x fields to res.users which are now
restricted to internal users by setting domain (share=false) on form view.
closesodoo/odoo#47553
Taskid: 2172779
Related: https://github.com/odoo/enterprise/pull/9204
Related: odoo/enterprise#9204
Closes: #47553
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
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>
Purpose of this task is to change the color of Tags field in tree view in the
same way as it show in form view.
TaskId : 2172123
closesodoo/odoo#43442
Closes: odoo#43442
Related: odoo/enterprise#7769
Signed-off-by: Yannick Tivisse (yti) <yti@odoo.com>
PURPOSE
Allow multi-edit for calendar event and utm campaigns. Indeed it gives
flexibility to users when they have to edit several records at once.
SPECIFICATION
Enable multi-edit in each of the following views
* calendar.view_calendar_event_tree
* utm.utm_campaign_view_tree
Set the fields not editable to be readonly.
LINKS
PR #42786
Task 2078662
Related: odoo/enterprise#7553
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
This commit slightly improves the utm.campaign kanban view by reordering statistics and changing
their display.
The recent changes introduced in 09c9d1f0d0 were not satisfying after all.
Task#2077579
closesodoo/odoo#37612
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Co-authored-by: Aurélien Warnon <awa@odoo.com>
This commit slightly improves the utm.campaign kanban view by reordering statistics and changing
their display.
Task#2077579
closesodoo/odoo#37518
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
Considering that mass_mailing, mass_mailing_sms and social all had their
own buttons to add in the header, the header previously defined in
mass_mailing had to be moved into the root utm form view.
Task ID 2074813 (FP request UTM refactor)
PR: #37185
- correct some errors in the text field
- transform the utm.tag.view.form view to utm.tag.view.tree view to allow direct tag editing
closesodoo/odoo#37008
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
In order to improve and clarify the mass-mailing (Email Marketing) module
several changes have been made
1 - Clarify the name of the application:
2 - Prevent the “Quick Add/Create” feature in the mailing kanban view
3 - Label and wording clarification in mailing_mailing form view :
4 - Clarify button names "Send now" ("put_in_queue")
5 - Mailing Form view layout
6 - Clarify the required field
7 - Clarify the readonly field
8 - Wording clarification if scheduling mail in the future
9 - Add a Placeholders tools page in the form view:
10 - Clarify the Campaigns view
11 - Clarify the Action Helpers
TASK-ID : 2046078
closesodoo/odoo#36124
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
PURPOSE
This commit removes the mass_mailing.campaign model. Instead of having a fully
fledged model, we will simply inherit utm.campaign. We will also add relevant
statistics on utm campaign model in order to use it in various applications.
SPECIFICATIONS
This commit removes the mass_mailing.campaign model. Instead of having a fully
fledged model, we will simply inherit utm.campaign. This change implies that
mass_mailing.tag and mass_mailing.stage have to move to the utm model along
their associated views/data.
These changes were made so that campaigns could be used in the future
by social, mass_mailing and mass_sms and available in the same view
This commit also removes the source_id and the medium_id
fields on the campaign.
This commit also moves the unique_ab_testing field from the mass_mailing_campaign
to the mass_mailing model
Task ID: 2002029
PR: #34015
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>
Purpose is to give a quick polish to this module code concerning views.
Some ids are updated, indentation is fixed.
This commit is linked to task ID 1896681 and PR #27975.
This module holds old code and is still not updated according to guidelines.
Let us update a bit the naming in this module to have readable code.
This commit is linked to task ID 1896681 and PR #27975. No functional change
should occur with this commit as it contains only renaming / move.
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
=======
Utm links are really useful for website owners but this feature is hidden in Odoo apps. There is nothing pointing to that.
Specification
=============
- Add new module to generate utm pie chart in website_sale dashboard to track website utm link
- Add new option in website settings to install "website_links"
Title: Link Tracker
Subtitle: Track clicks on UTM links
Tooltip: Analyze the efficiency of your marketing campaigns by using trackable UTM trackers (campaigns, medium, sources). Create trackers and follow clicks from the Promote menu of your website. Those trackers can be used in Google Analytics or in Odoo reports where you can see the opportunities and sales revenues generated thanks to your links.
- Add utm chart to dashboard, using nvd3 such pie chart should be easy to implement
- If no data to display > Display a default picture with "There isn't any UTM tag detected in orders".
- Set a real icon to app "utm" since it shows up in homepage debug mode
This additional administration group was formerly used to hide
the configuration menuitems for the common users.
Being manager should be enough to access these items
Elisabeth Dickinson