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authorDenis Vermylen (dve) <dve@odoo.com>2016-11-18 11:45:53 +0100
committerDVE <dve@odoo.com>2017-01-03 19:04:34 +0100
commiteed8a3468639aff82360a7552f9c7a1216b89345 (patch)
tree9648cb3fed0de66bc2cb26186a7082c7aadf02b1 /addons/pos_cache/data/pos_cache_data.xml
parentb8e1a008086f50c2289efe54670503561d7c0c1f (diff)
[IMP] crm_*, sale_*: sales channel dashboard
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
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