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
71 lines
2.7 KiB
XML
71 lines
2.7 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<data noupdate="1">
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<record id="menu_shop" model="website.menu">
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<field name="name">Shop</field>
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<field name="url">/shop</field>
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<field name="parent_id" ref="website.main_menu"/>
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<field name="sequence" type="int">20</field>
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</record>
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<record id="action_open_website" model="ir.actions.act_url">
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<field name="name">Website Shop</field>
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<field name="target">self</field>
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<field name="url">/shop</field>
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</record>
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<record id="base.open_menu" model="ir.actions.todo">
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<field name="action_id" ref="action_open_website"/>
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<field name="state">open</field>
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</record>
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<record id="website_sale.image_promo" model="product.style">
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<field name="name">Sale Ribbon</field>
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<field name="html_class">oe_ribbon_promo</field>
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</record>
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<record id="website_sale.image_full" model="product.style">
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<field name="name">Image Full</field>
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<field name="html_class">oe_image_full</field>
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</record>
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<record model="crm.team" id="sales_team.salesteam_website_sales">
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<field name="active" eval="True"/>
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<field name="dashboard_graph_model">sales</field>
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<field name="dashboard_graph_period">week</field>
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</record>
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<record model="website" id="website.default_website">
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<field name="salesteam_id" ref="sales_team.salesteam_website_sales"/>
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</record>
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<record model="product.pricelist" id="product.list0">
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<field name="selectable" eval="False" />
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<field name="website_id" ref="website.default_website" />
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</record>
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</data>
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<data>
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<record id="sale.model_sale_order" model="ir.model">
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<field name="website_form_access" eval="True"/>
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<field name="website_form_label">Sales Order</field>
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</record>
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<function model="ir.model.fields" name="formbuilder_whitelist">
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<value>sale.order</value>
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<value eval="[
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'client_order_ref',
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]"/>
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</function>
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<record id="base.model_res_partner" model="ir.model">
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<field name="website_form_access">True</field>
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<field name="website_form_label">Customer</field>
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</record>
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<function model="ir.model.fields" name="formbuilder_whitelist">
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<value>res.partner</value>
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<value eval="[
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'name', 'phone', 'email',
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'city', 'zip', 'street', 'street2', 'state_id', 'country_id',
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'vat', 'company_name'
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]"/>
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</function>
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</data>
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</odoo>
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