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)
Since the new views merge, a lot of design elements were broken. This
was particularly impacting the fields in the editable list view; indeed
the editable list view is not using an inline form view anymore so the
fields in the list were not properly styled as the LESS was still
defined assuming the form view environment (for example the invalid
fields were red for o2m fields in form view but not in editable list
view even though they got the right CSS class).
This commit refactor the LESS following these rules:
- No more division of non-layout and layout rules. Dividing LESS rules
in x_layout.less and x.less was a mistake. Many rules can be
considered to be layout and not layout at the same time, developers
always have to switch from one file part to the other, many CSS
selectors (and rules!) are duplicated for nothing, ...
- Field style is extracted from x_view.less and put in the new
fields.less file. As before, the fields_extra.less will contain the
rules specific to community so that the enterprise repo can override
those by replacing the whole file.
- Many classes have been renamed so that o_form_x_y becomes o_x_y as
many classes can now be applied outside of form view. These classes
should not be used in templates anyway.
The commit also changes the DOM of fields so that it is more minimalist
(no useless parent div, etc).
Input elements are not automatically styled anymore, they have to get
the o_input class explicitely. This allows to fix lots of small style
bugs of previous versions (required monetary field had not the proper
style, readonly m2m tags appeared as editable, ...). This also improves
the LESS code.
The editable list view should also completely stop flickering on chrome
and firefox.
The commit also removes the orange outline on list view dirty cells.
The commit also removes deprecated static xml, LESS and other code.
Notice there are still styles to restore/fix and LESS to improve.
The RPC system was not completely satisfactory, we decided to prepare
the future and do it properly. This commit introduces the new rpc
system, which replace the previous new one. We now simply have a
method, this._rpc, which takes a dictionary of parameters. The idea is
that depending on the parameters, it is able to add correct default
value when necessary.
For situations where we don't have the this._rpc method, we can use the
rpc.query method, which takes the same arguments, but directly calls
ajax.rpc instead of triggering up some events.
This commit introduce a full redesign of all JS views. We started
basically from scratch. The goal was to unify all the various views
under a common framework, to make them testable, to make then usable in
different conditions (in studio, or in the frontend), and to make our
lives easier.
Some important points are:
- we introduced new coding guidelines (camelCase, 80 chars width, ...)
- we have a brand new testing framework (still QUnit based)
- kanban view moved to the web addon
- calendar view (formerly web_calender) moved to web as well
- the tree view was removed
- all new code should be documented
We hope that this code is the start of a new era for the Odoo web
client, we want to have a high quality codebase, well documented, well
tested, well designed.
Work done by the framework team: mostly aab, ged, chm, dmo, qsm
crm.lead model now supports activities. Filters have been added to ease
their management. Mail activities replace the old crm.activity model. All code
related to crm.activity is then removed, including views and custom widget.
Standard activities feature is now used widely in Odoo addons and replace
those custom activities.
A small update is required in website_crm_partner_assign. Now the portal user
can only update or create its own activities aka assigned to him. If he has
an activity assigned to him it is displayed in the opportunity website view.
If not editing the opportunity will create a new activity assigned to him.
* Share code between website and backend
* Do not do a [100ms - 500ms] RPC on each app change in the backend
but do it only if the planner is asked to be opened
* Use the Dialog class so that the planner is not broken
* Simplify/optimize code, use standard conventions, lint files, ...
The step consisting to go back to the app switcher doesn't work in community,
obviously, so this commit make it active in enterprise only.
Also make the Settings app selector more robust by accessing it through its
xmlid, as we do for other apps and menus.
A new view type has been created : sales_dashboard.
It is used to display some figure in the sales_team_dashboard.
Also added in this commit : 3 fields on res.users to fix sales target
- target of won opportunities
- target of activities done
- target of invoiced sale orders
- clean the planner style
- add specific class per planner crm (avoiding collisions)
- create .o_planner_white_box class used in all planners
- add planner for project module
This commit impact crm, website, website_sale and web_planner modules because it
- add planner for website and website_sale
- improve planner notebook by setting texterea and input size to 100% and using col-md-* class
- split js code into common part (used in backend and frontend) and backend part (only for backend)
- adapt some tour, since every page will have the planner modal in its DOM, the tour selectors msut be more accurate
- introduce some style fixes and adaptations
- ...
Planner is like web Tips : a data in a module.
- Rename planner.planner to web.planner
- Rename files according to guidelines
- Remove planner_crm module
- Make CRM depends on web_planner, and add its planner as crm data
- Remove duplicate less style
- Add 'active' boolean field on planner (to disabled them), and create planner backend views
- moved css into sass file to standardize the process
- commented some records added in the xml file of crm.case.section that do not seem necessary
bzr revid: tde@openerp.com-20131205124749-3a1quhetgxq2d224
Haresh Shyara