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)
* can't compare a function and a float in Python 3 (it works in
Python 2, though it makes no sense and was just hiding a bug)
* no iteritems method on dict in Python 3 (use compat helper)
* P3-invalid "except" syntax (sadly pylint apparently does not have a
standard lint for that, though it's easy to catch... if you can run
the code under P3)
Thanks to @xmo-odoo and its Python3 virtual machine for spotting this
one (and shame on Python2 that does not crash when comparing a method to
a float because voilà).
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
When an order is shipped, a notification email is sent to the customer.
If there is a tracking URL, it is included in the email.
(and also a bit of refactoring)
Having price and availability as computed fields of a delivery.carrier
may sound handy.
Actually, it comes with is batch of lame hacks, poor performances and
terrifying heisenbugs.
We will try to make something better. It has to start with a breaking.
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.
This test do not simply depend on company's currency; it also depends on
installed pricelists and taxes... It is safer to run it after the
installation of all these modules, else you can observe different result
depending on the modules installation order.
When updating a carrier that is not "fixed" or "base_on_rule", this
method was creating unnecessary delivery.price.rule at each write.
This patch fixes this issue.
Closes PR #17443
``import odoo.addons.foo as bar`` doesn't seem to properly trigger the
import hook in Python 3 (it blows up on decimal_precision and
base). Thus convert *all* examples of that pattern to the more
sensible ``from odoo.addons import foo as bar``.
Christophe Simonis