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path: root/addons/website_crm/data/website_crm_data.xml
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2019-04-19[IMP] website_crm: add default attributes for 'Create a Lead' formJigar Patel
task-32212
2018-02-01[FIX] adapt code for new xml-id formatMartin Trigaux
Following previous change in field reference
2017-09-15[ADD] website: add new page managementrde
website.page = old ir.ui.view with page=True website.redirect is a new mechanism to replace in the futur the ir.attachment mechanism of redirect. From now, we don't have a specific /page controller to serve 'page'. We use a new model website.page which is rendered if none route matches the url and that the field 'url' on website.page matches the request.httprequest.path. The order to serve a path is: - Routes defines in controllers (/shop, /blog, ...) - ir.attachment with name matching the path - website.page with url matching the path - website.redirect with url_from matching the path - 404 To improve: - allow regexp in website.redirect model - allow to edit the view_arch from the page.management via redirect backend (needed when traceback in the page, or when modifying a js/css/less/...)
2017-01-03[IMP] crm_*, sale_*: sales channel dashboardDenis Vermylen (dve)
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
2016-09-02[FIX] all: remove external ids fakely from baseMartin Trigaux
Several modules defines records with the external ID `base.foo_bar` while it is created inside this module (typically menus and groups). While there is no technical reasons to do so but this may introduce issues: - these records will not be deleted during uninstall - if a language is loaded before the installation of the module, it won't be translated The uninstallation will only remove the records with an external id linked to this module (these would only be removed when removing base). Installing a language before the module will drop the translations not linked to an existing external id (as it can not be resolved). This commit correct all the external ids tagged as from base or other incorrect modules.
2016-07-12[MIG] website_crm : migration to new apiJérome Maes
2016-04-12[IMP] sales_team: Remove the 'code' field from the crm_teamRavi Patel
2015-11-30[IMP] form builder fields blacklistingXavier Morel
* blacklist all fields by default * don't use blacklist in get_authorized_fields which is called to see if a field can be added to a form, instead only use it afterwards to see if the field can be written to by the formbuilder. That way formbuilder can whitelist fields which are actually added to forms on-demand resulting in a more secure interaction
2015-11-30[IMP] make form builder opt-in updateXavier Morel
In noupdate, the opt-in setting is ignored by migrations and breaks the corresponding feature. If the feature is undesirable, don't install the module.
2015-08-29[IMP] My Pipeline workingFabien Pinckaers
2015-08-26[ADD] website_form: generic form controllerDavid Monjoie
Contains a new ajax post function that comes from mdo's original code and that I was not able to get rid of.
2015-08-14[MERGE] forward port of branch 8.0 up to 19b5ba2Christophe Simonis
2015-08-14[FIX] website*: `active` class in menuMathias Neef
In the top menu bar, the `active` class is set when the menu url matches the page url (the url in the browser url bar) A while ago, we made so all urls `/page/website.***' were automatically redirected to `/page/****` Therefore, if the menu url still contains this `website.` prefix, the active class wasn't set on it, while it should. Fixes #3059 Closes #3070
2014-11-04[IMP] crm: business model cleaningTurkesh Patel
Models renamings: - crm.case.stage becomes crm.stage - crm.case.section becomes crm.team Model split: crm.case.categ has been splitted into: - crm.phonecall.tag - crm.lead tag - crm.claim.tag - crm.helpdesk.tag Models removal: - crm.payment.mode - crm.segmentation - report.crm.case Removal of the crm_profiling module (all these refactorings have been done in order to ease new API migrations)
2014-05-14[FIX] website_sale, website_crm: website salesteam value in correctThibault Delavallée
module.
2014-05-13[IMP] website_crm, website_sale: have only one salesteam to handle ecommerce ↵Thibault Delavallée
and contact form. The xml_id is now based on website.
2014-01-26[FIX] showing help message for leads and its aliasFabien Pinckaers
bzr revid: fp@tinyerp.com-20140126093236-9djrusln4wvi3zdx
2014-01-24[IMP] website_crm, website_sale: add a Website sale team and new lead and ↵Christophe Matthieu
order to this sale team [FIX] website_sale: remove auto assignation to administrator from website lead and order bzr revid: chm@openerp.com-20140124114224-w80wd2ea0bx20ldk
2013-10-14[MOV] website_crm: moved data file into data directory (new module organization)Thibault Delavallée
bzr revid: tde@openerp.com-20131014082401-3bkmrq7zmbxpjk5a