Denis Vermylen (dve)
eed8a34686
Functional
==========
Sales teams become sales channels. Their dashboard cards now include a graph
displaying customizable data for managers (comparable to those in accounting).
By default, you now have the following sales channels (non-demo):
Direct Sales (with installation of crm or sale)
Sales Channel type: Sales
Works same as before, what's changed is:
- their cards display one big button directing to the start of their
workflow
- the links on the right-hand side have been reworked, and are only
displayed when there is at least one item requiring attention.
- 'More' tab remains unchanged.
Website (with installation of website_sale)
Sales Channel type: Website
Differences lies in the links displayed in the dashboard card:
- it displays abandoned carts, awaiting payments and payments to capture
Default Channel linked to all sales made from the eCommerce.
Point of Sale (with installation of sale and point_of_sale
-> auto-installs pos_sale)
Sales Channel type: Point of Sale
Linked to pos.configs and their pos.sessions and pos.orders.
- only links to their linked pos.config dashboard and open sessions
- can't use opportunities, lead or invoicing and can only display
pos.order data in the graph.
Default Channel linked to the default pos.config.
Technical
=========
- Add a channel type: sales, pos, website that have different actions/settings
- Add a graphs to the kanban cards in the sales/crm dashboard, configurable in
the form view in the new dashboard page.
- Rename sales teams to sales channels, rename and add default and demo sales
channels
- Change dashboard links depending on the channel type and add a related
computed fields on crm.team
- Rename strings and improve channel form view.
- Leads are now checked by default once activated for 'sales' type channels
- Disable checking "leads" without using "opportunities".
- Hide invoicing and invoicing target depending on channel type.
- Move currency_id to sales_team
53 lines
2.0 KiB
Python
53 lines
2.0 KiB
Python
# -*- coding: utf-8 -*-
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# Part of Odoo. See LICENSE file for full copyright and licensing details.
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from odoo.tests.common import TransactionCase
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from odoo.addons.mail.tests.common import TestMail
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class TestCrm(TestMail):
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@classmethod
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def setUpClass(cls):
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super(TestCrm, cls).setUpClass()
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user_group_employee = cls.env.ref('base.group_user')
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user_group_salesman_all = cls.env.ref('sales_team.group_sale_salesman_all_leads')
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# Test users to use through the various tests
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Users = cls.env['res.users'].with_context({'no_reset_password': True, 'mail_create_nosubscribe': True})
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cls.user_salesman_all = Users.create({
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'name': 'Riton La Chignole',
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'login': 'riton',
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'email': 'riton.salesman_all@example.com',
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'groups_id': [(6, 0, [user_group_employee.id, user_group_salesman_all.id])]
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})
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cls.sales_team_1 = cls.env['crm.team'].create({
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'name': 'Test Sales Channel',
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'alias_name': 'test_sales_team',
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})
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class TestCrmCases(TransactionCase):
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def setUp(self):
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super(TestCrmCases, self).setUp()
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# Create a user as 'Crm Salesmanager' and added the `sales manager` group
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self.crm_salemanager = self.env['res.users'].create({
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'company_id': self.env.ref("base.main_company").id,
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'name': "Crm Sales manager",
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'login': "csm",
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'email': "crmmanager@yourcompany.com",
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'groups_id': [(6, 0, [self.ref('sales_team.group_sale_manager')])]
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})
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# Create a user as 'Crm Salesman' and added few groups
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self.crm_salesman = self.env['res.users'].create({
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'company_id': self.env.ref("base.main_company").id,
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'name': "Crm Salesman",
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'login': "csu",
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'email': "crmuser@yourcompany.com",
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'groups_id': [(6, 0, [self.env.ref('sales_team.group_sale_salesman_all_leads').id, self.env.ref('base.group_partner_manager').id])]
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})
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