Krupal Oza
6d17897dff
PURPOSE
=========================
The goal of this task is to set up some kind of guidelines to make
kanban views consistent.
It is fine having different kanban views, but if a UI element is shared
among several kanban views, it should behave/look the same so the user
knows what to expect.
Kanban views can be split into two types:
==> 'documents' kanbans, such as res.partner, crm.lead, etc.
- those records are created/edited often, numerous
- 'opening' the card means accessing the record
==> 'dashboard' kanbans,such as stock.picking.type,account.journal, etc.
- those records are not created/edited often, there are much less numerous
- usually presented as dashboard, where 'opening' the card means
accessing a set of related 'documents' (clicking on a account.journal
to access account.move, or stock.picking.type to access stock.picking)
- configuration of the 'card record' is done through a dropdown to
access configuration
Here are some guidelines for consistency. Bear in mind that those are
not rules, but guidelines for consistency that we'd like to keep in
mind when designing.
==> 'documents' kanbans
- the record is accessed through global click
- the user avatar is at the bottom right
- the activity widget is at the bottom left (in last position if
there are other elements)
==> 'dashboard' kanbans
- the record is accessed through a 'Configuration' option in the card dropdown
- there is no global click, and therefore no focus shadow
- the dropdown icon (o_kanban_manage_toggle_button) is always visible,
with icon fa-ellipsis-v
- the listview counterpart should be presented as a dedicated
configuration menu, and shouldn't be in the 'dashboard action'
- links in the body of the card are structured as follows: link with
<count>+label, then any additional aggregated metrics (not link) to the right
example https://drive.google.com/file/d/1ZP6HDHTtC7cQ6rDWgqLoPs6U8JCeNVkW/view?usp=sharing
==> global guidelines
- the title font color is #212529, with 500 weight
- the subtitle font color is #666666, with 400 weight
- the font size is 1.083rem
- text overflow is handled through linebreak, not ellipsis
- numerical values are aligned to the right
- the kanban state widget is at the bottom right
SPECIFICATION
=================
AS per guidelines Improved follwing kanban/dashbaord view
- hr_job
- hr_department
- hr_work_entry
- hr_appraisal
- fleet_vehicle
- product_template
- sale_subscription_template
- crm_team
- res_partner
- event
- stock_picking_type
- mrp_eco_type
- maintenance_team
- quality_alert_team
- account_journal
Added the department menu on employee with default kanban view
Added sequence in hr_work_entry list view
TaskID: 2206372
Related Enterprise PR: https://github.com/odoo/enterprise/pull/10341
Closes: #50536
Sales Management Made Easy
From quotes to invoices, in just a few clicks with the Odoo Sales Management.
Drive your sales operations from quotes to invoices with all the information you need, easily accessible. Keep track of long term contracts, automate invoicing and notify sales when they have things to do.
Create Professional Quotations
Create quotations in a matter of seconds. Send quotes by email or get a professional PDF. Track quotations, and convert them to sales order in one click.
Spend the extra time focusing on selling, not recording data.
Fully Integrated
The information your need, where you need it.
Don't lose time looking for customers, products or contracts related information; they are all conveniently accessible when creating quotations.
Get access to stock availabilities in the different warehouses, to customer's specific prices, to the history of preceeding offers for this prospect, etc.
Your Address Book
So many features, so easy to use.
Assign tags to your prospects, manage relationships between contacts and store all customer's preferences including pricing, billing conditions, addresses, payment terms, etc.
Navigate through all the documents related to a customer with the powerfull breadcrumb: quotations, invoices, emails, meetings.
Fully Integrated Invoicing
Whether you invoice based on time and materials, on delivery orders or fixed price; Odoo supports all possible methods.
Get recurring invoices produced automatically, create advances in just a few clicks, re-invoices expenses easily, etc.
Keep track of your contracts
Get rid of wasted paper and record all your contracts in the application. Invoices are generated automatically based on your contract conditions. Your account managers get alerts before contracts have to be renewed.
Communicate Efficiently With Customers
The chatter feature enables you to communicate faster and more efficiently with your customer. This takes place directly on a quotation or sale order from within Odoo or via email.
Get all the negotiations and discussions attached to the right document and relevent managers notified on specific events.
Fully Extensible
By default, sales order are very simple, limited to a small number of features. Don't be confused by features you don't need.
But you can activate options to fit your specific need: multi-warehouses, multi unit of measures, manage customer specific prices with pricelists, control margins on quotations, use different addresses for shipping and billing, etc.
Built-in Customer Relationship Management
Activate the CRM application to manage your funnel of opportunities, attract leads, log calls, schedule meetings and launch marketing campaigns.
Opportunities can be converted into quotations in just one click.
Drive Engagement with Gamification
Align Sales Teams on clear targets. Define clear commission plans. Get real time statistics on the performance of individual sales or channels. Motivate your teams with challenges, rewards and leaderboards.
Have Clear Pricing Strategies
Use pricelists to record special conditions for a specific customer or to define prices for a segment of customers. Define promotions and have them applied automatically for all your Sales Teams.