Commit Graph

44 Commits

Author SHA1 Message Date
samueljlieber
97f9ae1b95 [FIX] clean unused resource files
Part-of: odoo/documentation#12010
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2025-02-13 08:44:14 +00:00
Parish Bracha
1894e98869 [IMP] CRM: Lead scoring equation update
closes odoo/documentation#10664

Signed-off-by: Parish Bracha (pabr) <pabr@odoo.com>
2024-08-15 22:16:09 +00:00
Parish Bracha
120fa7e2b6 [ADD] CRM: merge similar leads backport
closes odoo/documentation#10156

Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
2024-07-26 21:25:55 +00:00
tiku-odoo
5bed8eb25b [IMP] sales: partner autocomplete rewrite
closes odoo/documentation#8994

X-original-commit: 376588000e
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
2024-04-25 20:35:45 +00:00
tiku-odoo
04a4e53272 [ADD] sales: crm lead enrichment
closes odoo/documentation#8909

X-original-commit: 0bd590d4b9
Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
2024-04-22 19:36:37 +00:00
jero-odoo
50a8171f02 [IMP] CRM: utilize activities 16.0
closes odoo/documentation#8654

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2024-04-10 21:14:42 +00:00
jero-odoo
e2341f4511 [ADD] crm: utilize activities for sales teams
closes odoo/documentation#8587

X-original-commit: d27def362b
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: Jessica Rogers (jero) <jero@odoo.com>
2024-04-09 11:24:26 +00:00
jero-odoo
88e9b69855 [REM] crm: track prospects visits
closes odoo/documentation#8481

Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
2024-04-09 00:43:58 +00:00
Jonathan Castillo (jcs)
32aafb08cb [MOV] documentation structure reorganization
This commit aims to improve the documentation's navigability by
redefining some categories' purposes and titles.

There is a redirection rule for each documentation page moved.
This ensures that users won't have a 404 error message.

task-3217827

closes odoo/documentation#8056

Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
2024-03-11 13:59:04 +00:00
Jess Rogers (jero)
5cfe3dbf3f [IMP] crm: update convert leads
closes odoo/documentation#7062

X-original-commit: 88a0b155e5
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: hojo-odoo <123424465+hojo-odoo@users.noreply.github.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
2023-12-22 02:47:45 +00:00
Jess Rogers (jero)
33a9e1f017 [IMP] crm: update manage lost opps
closes odoo/documentation#6676

X-original-commit: 21f0ad60f8
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Co-authored-by: ksc-odoo <73958186+ksc-odoo@users.noreply.github.com>
Co-authored-by: brse-odoo <brse@odoo.com>
Co-authored-by: Sam Lieber (sali) <36018073+samueljlieber@users.noreply.github.com>
2023-11-27 19:05:44 +00:00
Jess Rogers (jero)
a11fa7e5b2 [REM] crm: google spreadsheet integration
closes odoo/documentation#6394

Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
2023-11-21 11:59:53 +00:00
lman-odoo
e24e708a14 [FIX] partner_autocomplete: fix a typo
closes odoo/documentation#6163

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2023-10-19 00:43:02 +00:00
Melanie Nguyen (meng)
7c4d8c92d6 [FIX] crm: replace old lead scoring content with predictive lead scoring
closes odoo/documentation#4027

X-original-commit: 9f72036be8
Signed-off-by: Melanie Nguyen (meng) <meng@odoo.com>
2023-04-05 19:21:42 +02:00
Melanie Nguyen (meng)
fa90d23a90 [IMP] sales: menuselection fix
Fixed a menuselection error and deleted instances of second-person pov
Closes task 3116083

closes odoo/documentation#3939

X-original-commit: f30f6d2003
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
2023-03-29 03:41:01 +02:00
Zachary Straub (ZST)
2f93f2ae7e [IMP] CRM: updating flow and screenshots about lead mining
Task: 2543815
Cherry pick from #998

Omitted changes proposed in the **track_leads** directory (e.g. `lead_scoring.rst` + image folder). Both the content and image updates were already pushed from another PR so what was proposed on #998 was outdated and no longer necessary.

What’s left over are the original proposed changes in #998, within the **acquire_leads** directory which include updates to `lead_mining.rst` and corresponding image files.

On top of these proposals, I went ahead and made the following changes:

- renamed the image files in the asset directory, since they were using outdated naming convention (e.g. LM1.png, LM6.png, LM7.png)
- cleaned up rst formatting issues (headings, line breaks, added guilabels, etc.)
- rewrote document so content was more concise + followed content guidelines. You can see the first version of proposals here to compare the changes made.

closes odoo/documentation#3130

X-original-commit: 2416a2e5e9
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Zachary Straub <zst@odoo.com>
2022-12-07 17:43:56 +01:00
Victor Feyens
c367974170 [FIX] *: remove trailing whitespaces
Part-of: odoo/documentation#2983
2022-11-18 20:30:01 +01:00
Victor Feyens
968ed0a17a [FIX] *: enforce 1 newline on files end
Part-of: odoo/documentation#2983
2022-11-18 20:30:00 +01:00
Jonathan Castillo (jcs)
9b69e0d77e [IMP] *: Remove "SaaS" to keep only the "Odoo Online" appellation
task-3034812

closes odoo/documentation#2836

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-10-21 16:19:58 +02:00
Jonathan Castillo (jcs)
2c17b6fb4a [IMP] *: consistency for the use of "Odoo Online" (and SaaS)
task-3034812

Part-of: odoo/documentation#2836
2022-10-21 16:19:58 +02:00
Jonathan Quique (jqu)
455f4a9359 [FIX] sales/crm: fix menu path and RST formatting
Cherry-pick of #2652:
>To view the Sales Team dashboard, go to `:menuselection:CRM --> Sales --> Teams.`

closes odoo/documentation#2739

X-original-commit: 1b7ec7ca20
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-09-20 22:50:55 +02:00
frin-odoo
1b7408bf19 [IMP] crm: grammar on google_spreadsheets
closes odoo/documentation#2669

X-original-commit: f39a43f697
Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
2022-09-02 17:46:05 +02:00
Antoine Vandevenne (anv)
8722ea902e [MOV] content/*: move resource files into their related page's directory
Since odoo/documentation#903, the guideline for the location of new
resource (images, downloadable files, RST includes...) files is to place
those inside the directory of the RST page that references them.

For example, if `doc1.rst` has a reference to `image.png` and to
`download.zip`, the file structure should look like this:

├── parent_doc/
│     └── doc1/
│     │     └── image.png
│     │     └── download.zip
│     └── doc1.rst
│     └── doc2.rst
├── parent_doc.rst

Before this commit, most of the resource files were still located inside
'media' directories holding all the resource files referenced by RST
pages located at the same level as these directories. In the example
above, a single 'media' directory would hold all the resource files
referenced by both `doc1.rst` and `doc2.rst`. Doing so prevented us from
figuring out easily which resource file was referenced by which RST page
and, thus, lead to unused resource files piling up in the repository. It
also made it more complicated to define codeowners regex rules because a
team could not simply be assigned to `/some_page.*` but needed to be
assigned to both `/some_page\.rst` and to the location of 'media'.

In order to help new content writers figure out the guideline when
taking examples from other RST pages, this commit retroactively applies
the guideline to existing resource files and 'media' directories. The
left-over resource files that are not referenced by any RST page are
removed.

task-2497965

Part-of: odoo/documentation#2068
2022-05-20 14:18:54 +02:00
Tori (vpk)
79e3055ff4 [IMP] CRM: updated lead scoring with note about deprecation
Task ID: 2496900

closes odoo/documentation#2031

X-original-commit: fca684e802
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-05-19 16:40:26 +02:00
Tori (vpk)
55a8c391c4 [IMP] CRM: updating flow and screenshots of generating leads
closes odoo/documentation#2022

Task: 2540813
X-original-commit: 44129be225
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-05-19 12:28:30 +02:00
Tori (vpk)
a7a0db9ca3 [IMP] CRM: update multiple sales teams doc
closes odoo/documentation#1964

Task: 2588786
X-original-commit: 98f306eca5
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-05-09 12:57:44 +02:00
MichaSi
7277af11d1 [FW][FIX] crm: fix typos and menuselection items
closes odoo/documentation#1874

Forward-port-of: odoo/documentation#1183
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2022-04-27 09:00:28 +02:00
Xavier
b8ff49a6f1 [IMP] mail plugins: add gmail plugin + update and move outlook plugin
Task ID: 2662764

closes odoo/documentation#1168

X-original-commit: debe8cb393
Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
2021-10-07 20:08:48 +00:00
Antoine Vandevenne (anv)
be1653cc51 [MERGE] Forward-port of branch 13.0 to 14.0 2021-07-07 15:39:35 +02:00
Fabien Pinckaers
16418c020b [IMP] *: introduce tables of contents in top-level app pages 2021-07-07 14:56:38 +02:00
Antoine Vandevenne (anv)
b30f28a3c4 [MERGE] Forward-port of branch 13.0 to 14.0 2021-06-09 12:22:50 +02:00
Antoine Vandevenne (anv)
251438d569 [MERGE] Forward-port of branch 12.0 to 13.0 2021-06-09 12:10:06 +02:00
Antoine Vandevenne (anv)
1d3375f1a8 [IMP] *: exclude empty TOC pages from search results
When searching for a string that can be found in a TOC page's content,
that page is listed in the search results. This is not a wanted behavior
because TOC pages without the 'show-content' metadata directive are not
supposed to be accessible.

This commit adds a 'nosearch' metadata directive to all TOC pages
without a 'show-content' metadata directive, hence removing them from
search results.

task-2527419
2021-06-09 11:55:34 +02:00
Jonathan Castillo
08f8a3d0c0 [REM] content/applications/*: delete unused images 2021-06-09 09:58:59 +02:00
Jonathan Castillo
193e22492c [MERGE] Forward-port of branch 13.0 to 14.0 2021-06-04 17:21:14 +02:00
Jonathan Castillo
6940f68cb5 [MOV] general: single docs content up to their parent pages
This commit is part of a larger work to improve the documentation's
structure. The toctree structure used to add levels to create categories
and make the structure visually more understandable.
With the new version of the documentation, plenty of these categories
are now redundant.

This commit improves the structure of the "general" section:
- it moves the content of the doc "in_app_purchase" to its parent page
  "multi_companies"
- it moves the content of the doc "tags/take_tags" to "odoo_basics/tags"
- it moves the content of the doc "manage_multi_companies" to its parent
  page "multi_companies"

task-2535899
2021-06-04 13:51:18 +02:00
Victor Feyens
a1e7024fa0 [MERGE] Forward-port of branch 13.0 to 14.0 2021-05-31 15:16:09 +02:00
Victor Feyens
40afc9d9f0 [MERGE] Forward-port of branch 12.0 to 13.0 2021-05-31 14:54:23 +02:00
Victor Feyens
becf7a207d [FIX] content/applications/*: typos
found with codespell
2021-05-31 14:44:18 +02:00
Victor Feyens
8ad392222b [MERGE] Forward-port of branch 13.0 to 14.0 2021-05-17 19:00:31 +02:00
Victor Feyens
87ab494b42 [MERGE] Forward-port of branch 12.0 to 13.0 2021-05-17 18:29:11 +02:00
Antoine Vandevenne (anv)
74c9f94d16 [MERGE] Forward-port of branch 13.0 to 14.0 2021-05-04 16:51:07 +02:00
Antoine Vandevenne (anv)
8a6ad77935 [MERGE] Forward-port of branch 12.0 to 13.0 2021-05-04 16:31:06 +02:00
Antoine Vandevenne (anv)
e3fee2cf46 [REF][MOV] documentation apocalypse
Prior to this commit, the Odoo documentation was mainly split between
two repositories: odoo/odoo/doc and odoo/documentation-user. Some bits
of documentation were also hosted elsewhere (e.g., wiki, upgrade, ...).
This was causing several problems among which:
  - The theme, config, Makefile, and similar technical resources had to
    be duplicated. This resulted in inconsistent layout, features, and
    build environments from one documentation to another.
  - Some pages did not fit either documentation as they were relevant
    for both users and developers. Some were relevant to neither of the
    two (e.g., DB management).
  - Cross-doc references had to be absolute links and they broke often.
  - Merging large image files in the developer documentation would bloat
    the odoo/odoo repository. Some contributions had to be lightened to
    avoid merging too many images (e.g., Odoo development tutorials).
  - Long-time contributors to the user documentation were chilly about
    going through the merging process of the developer documentation
    because of the runbot, mergebot, `odoo-dev` repository, etc.
  - Some contributors would look for the developer documentation in the
    `odoo/documentation-user` repository.
  - Community issues about the user documentation were submitted on the
    `odoo/odoo` repository and vice-versa.

Merging all documentations in one repository will allow us to have one
place, one theme, one work process, and one set of tools (build
environment, ...) for all of the Odoo docs.

As this is a good opportunity to revamp the layout of the documentation,
a brand new theme replaces the old one. It features a new way to
navigate the documentation, centered on the idea of always letting the
reader know what is the context (enclosing section, child pages, page
structure ...) of the page they are reading. The previous theme would
quickly confuse readers as they navigated the documentation and followed
cross-application links.

The chance is also taken to get rid of all the technical dangling parts,
performance issues, and left-overs. Except for some page-specific JS
scripts, the Odoo theme Sphinx extension is re-written from scratch
based on the latest Sphinx release to benefit from the improvements and
ease future contributions.

task-2351938
task-2352371
task-2205684
task-2352544

Closes #945
2021-05-04 15:44:00 +02:00