diff options
| author | qmo-odoo <qmo@odoo.com> | 2018-10-16 08:43:33 +0000 |
|---|---|---|
| committer | qmo-odoo <qmo@odoo.com> | 2018-12-05 15:32:53 +0000 |
| commit | 1da63f0ab0fb4212bee46f960c6bbe8ca9251cac (patch) | |
| tree | f324d0acc78a8c0f8c14a90edd303539399f71d5 /addons/crm/data | |
| parent | e1f9499d2672fb0a346f8ac74552f038f5204a64 (diff) | |
[IMP] salesteam: Simplify sales team config and improved team dashboard
Reason:
*Sales team configuration is too complex with fields you
don't understand and that bring no added value
*Remove the team type, every team should be able to handle
a POS or a website for example
Contains:
*Removal of the team_type, use_quotations, use_leads fields
*Removal of the graph configuration fields
*Adapting the filters that were based on the team_type
*Clear distinction between the team dashboard behavior in crm
from the one in sales
*Cleansing of now dead code due to the removal of the previously
mentionned fields
Task: #1830105
Enterprise PR: #3006
Closes: #28063
Diffstat (limited to 'addons/crm/data')
| -rw-r--r-- | addons/crm/data/crm_data.xml | 18 | ||||
| -rw-r--r-- | addons/crm/data/crm_demo.xml | 11 | ||||
| -rw-r--r-- | addons/crm/data/crm_lead_data.xml | 7 |
3 files changed, 14 insertions, 22 deletions
diff --git a/addons/crm/data/crm_data.xml b/addons/crm/data/crm_data.xml index a2e1f84498a..006c982c03d 100644 --- a/addons/crm/data/crm_data.xml +++ b/addons/crm/data/crm_data.xml @@ -1,13 +1,16 @@ <?xml version="1.0" encoding="utf-8"?> <odoo> <data noupdate="1"> - <record id="sales_team.team_sales_department" model="crm.team"> - <field name="use_opportunities">True</field> - <field name="use_leads">True</field> - <field name="alias_name">sales</field> - <field name="dashboard_graph_model">crm.lead</field> - <field name="company_id" eval="False"/> - <field name="alias_user_id" ref="base.user_admin"/> + <record id="sales_team.salesteam_website_sales" model="crm.team"> + <field name="use_opportunities" eval="False"/> + </record> + + <record id="sales_team.pos_sales_team" model="crm.team"> + <field name="use_opportunities" eval="False"/> + </record> + + <record id="sales_team.ebay_sales_team" model="crm.team"> + <field name="use_opportunities" eval="False"/> </record> <!--default alias for leads--> @@ -29,5 +32,4 @@ <field name="name">Not enough stock</field> </record> </data> - </odoo> diff --git a/addons/crm/data/crm_demo.xml b/addons/crm/data/crm_demo.xml index 1d5e38c586e..d57758c9106 100644 --- a/addons/crm/data/crm_demo.xml +++ b/addons/crm/data/crm_demo.xml @@ -6,14 +6,9 @@ </record> <record id="sales_team.team_sales_department" model="crm.team"> - <field name="member_ids" eval="[(4, ref('base.user_demo'))]"/> - </record> - - <record id="sales_team.crm_team_1" model="crm.team"> - <field name="use_opportunities">True</field> - <field name="use_leads">True</field> - <field name="dashboard_graph_model">crm.lead</field> - <field name="member_ids" eval="[(4, ref('base.user_demo'))]"/> + <field name="alias_name">sales</field> + <field name="alias_user_id" ref="base.user_admin"/> + <field name="company_id" eval="False"/> </record> </data> </odoo> diff --git a/addons/crm/data/crm_lead_data.xml b/addons/crm/data/crm_lead_data.xml index 4a287afb4e8..c5b83c47682 100644 --- a/addons/crm/data/crm_lead_data.xml +++ b/addons/crm/data/crm_lead_data.xml @@ -58,12 +58,7 @@ <field name="default" eval="False"/> <field name="parent_id" eval="ref('mt_lead_lost')"/> <field name="relation_field">team_id</field> - </record> - - <function model="crm.team" name="message_unsubscribe" - eval="[ref('sales_team.team_sales_department'),ref('sales_team.salesteam_website_sales')], [ref('base.partner_root')]"/> - <function model="crm.team" name="message_subscribe" - eval="[ref('sales_team.team_sales_department'),ref('sales_team.salesteam_website_sales')], [ref('base.partner_root')]"/> + </record> <!--Definition of an email template with an empty body that will be used in opportunity mailing. Used to give a basis for email recipients, name and to ease the definition of a further |