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Merge pull request #795 from it-projects-llc/11.0-web_debranding-read…

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📖  indexrst & readme updated for 11.0 (#759)
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itpp-bot committed Aug 6, 2019
2 parents ea02325 + 09a27ce commit 079f5d9b8a2d332e1f08d23020c41e7ea0edeb98
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Backend debranding
====================

Removes references to odoo.com:
Build and enhance brand by removing references to `odoo.com <https://www.odoo.com/>`__ and customizing company logo, favicon, page title, etc.

1. Deletes Odoo label in footer, i.e.
Credits
=======

Powered by Odoo
Contributors
------------
* `Ivan Yelizariev <https://it-projects.info/team/yelizariev>`__

2. Replaces "Odoo" in page title
3. Replaces "Odoo" in help message for empty list.
Sponsors
--------
* `IT-Projects LLC <https://it-projects.info>`__

Some list views has word Odoo when search return empty result. E.g. search random string at menu ``[[ Settings ]] >> Users & Companies >> Companies`` that return empty result -- it has Odoo word
Maintainers
-----------
* `IT-Projects LLC <https://it-projects.info>`__

Create and manage the companies that will be managed by **Odoo** from here. Shops or subsidiaries can be created and maintained from here.
To get a guaranteed support
you are kindly requested to purchase the module
at `odoo apps store <https://apps.odoo.com/apps/modules/11.0/web_debranding/>`__.

4. *(feature is not required in 9.0+ versions)*
5. Deletes *Documentation*, *Support*, *My Odoo.com account*; adds *Developer mode*, *Developer mode (with assets)* links to the top right-hand User Menu.
6. *(feature is not required in 11.0+ versions)*
7. Replaces "Odoo" in Dialog Box
Thank you for understanding!

E.g. try to remove Administrator via menu ``[[ Settings ]] >> Users & Companies >> Users``. It will show warning
`IT-Projects Team <https://www.it-projects.info/team>`__

You can not remove the admin user as it is used internally for resources created by **Odoo** (updates, module installation, ...)

8. Replaces "Odoo" in strings marked for translation.
Further information
===================

This provides a big part of debranding. You can find examples at menu ``[[ Settings ]] >> General Settings``:
Demo: http://runbot.it-projects.info/demo/website-addons/11.0

Use external pads in **Odoo** Notes
HTML Description: https://www.odoo.com/apps/modules/11.0/web_debranding/

Extract and analyze **Odoo** data from Google Spreadsheet

Full list of debranded phrases can be found at menu ``[[ Settings ]] >> Translations >> Application Terms`` (You may need to click ``Generate Missing Terms`` first).
Usage instructions: `<doc/index.rst>`__

9. Replaces default favicon to a custom one
10. **Hides Apps menu**. By default, only superuser can see Apps menu. You can change it via setting *Apps access* in a user form.
11. Disables server requests to odoo.com (publisher_warranty_url) - optional. Works only for non-enterprise versions of odoo, check `note <#enterprise-users-notice>`__ below.
12. *(feature is a part of p.5)*
13. Deletes Share block and branded parts of other blocks at ``[[ Settings ]] >> Dashboard``
14. Replaces "Odoo" in planner
15. Replaces footer in planner to a custom one.
16. Deletes "Odoo" in a request message for permission desktop notifications (yellow block at ``Discuss`` page). Replaces "Odoo" and icon in desktop notifications
17. [ENTERPRISE] Deletes odoo logo in application switcher
18. Hides Enterprise features in Settings
19. Replaces "Odoo" in all backend qweb templates
Changelog: `<doc/changelog.rst>`__

This provides a big part of debranding. You can find examples at menu ``[[ Settings ]] >> Dashboard`` in *Implementation* section
Notifications on updates: `via Atom <https://github.com/it-projects-llc/misc-addons/commits/11.0/web_debranding.atom>`_, `by Email <https://blogtrottr.com/?subscribe=https://github.com/it-projects-llc/misc-addons/commits/11.0/web_debranding.atom>`_

Follow these implementation guides to get the most out of **Odoo**.

20. Replaces "odoo.com" in hints, examples, etc.

For example, when you create new company it shows placeholder for field *Website*

e.g. www.odoo.com

21. Renames "OdooBot" to "Bot". Use company's logo as bot avatar

To receive a message from the Bot open menu ``[[ Discuss ]] >> CHANNELS >> #general`` and send ``/help`` to the chat.

22. [ENTERPRISE] Replaces icons for mobile devices with custom url
23. Replaces links to `documentation <https://www.odoo.com/documentation>`__ (e.g. "Help" in Import tool, "How-to" in paypal, etc.) to custom website
24. Removes official videos in planner
25. Replaces "Odoo" in *application installed* mails

Configuration
=============

By default the module replaces "Odoo" to "Software". To configure
module openf ``[[ Settings ]] >> Technical >> Parameters >> System Parameters`` and modify

* ``web_debranding.new_title`` (put space in value if you don't need Brand in Title)
* ``web_debranding.new_name`` (your Brand)
* ``web_debranding.new_website`` (your website)
* ``web_debranding.new_documentation_website`` (website with documentation instead of official one)
* ``web_debranding.favicon_url``
* ``web_debranding.send_publisher_warranty_url`` - set 0 to disable server requests to odoo.com and 1 otherwise (useful for enterprise contractors). Works only for non-enterprise versions of odoo, check `note <#enterprise-users-notice>`__ below.
* ``web_debranding.planner_footer``
* ``web_debranding.icon_url`` - icon for mobile devices. recommended size :192x192
* ``web_debranding.apple_touch_icon_url`` - icon for IOS Safari. recommended size :152x152


Note. More user friendly way to configure the module is available in `Brand Kit <https://apps.odoo.com/apps/modules/9.0/theme_kit/>`__.

Further debranding
==================

* open addons/mail/data/mail_data.xml and edit Template "Notification Email" -- delete "using Odoo"
* open addons/website_livechat/website_livechat_data.xml and edit in "im_livechat_channel_data_website" record YourWebsiteWithOdoo.com string
* install **website_debranding** module if module "Website Builder" is installed in your system
* install **pos_debranding** module if module "POS" is installed in your system
* delete "Odoo.com Accounts" record at Settings\\Users\\OAuth Providers if module "OAuth2 Authentication" is installed. in your system
* to debrand **/web/database/manager**:

* edit addons/web/views/database_manager.html file:

* delete or modify <title> tag
* delete or modify favicon
* delete or modify <img> tag with logo2.png
* delete or modify paragraph <p>Fill in this form to create an Odoo database...</p>
* delete or modify warning <div class="alert alert-warning">Warning, your Odoo database ...</div>

Auto-debrand new databases
==========================
To automatically install this module for every new databases set **'auto_install': True** in __openerp__.py files of following modules:

* web_debranding
* ir_rule_protected
* access_restricted
* access_apps
* access_settings_menu
* mail (built-in)
* base_setup (built-in)
* bus (built-in)

Tested on Odoo 11.0 88ccc406035297210cadd5c6278f6f813899001e

Enterprise users notice
=======================

* `Terms of Odoo Enterprise Subscription Agreement <https://www.odoo.com/documentation/user/9.0/legal/terms/enterprise.html#customer-obligations>`_ don't allow to disable server requests to odoo.com. For this reason feature #11 doesn't work in Enterprise version.

Note
====

* You can also use our new extended `Brand Kit module <https://www.odoo.com/apps/modules/10.0/theme_kit>`_ to brand your odoo instance and create your theme in few clicks.

Need our service?
=================

Contact us by `email <mailto:apps@it-projects.info>`__ or fill out `request form <https://www.it-projects.info/page/website.contactus>`__:

* Email: apps@it-projects.info
* Form: https://www.it-projects.info/page/website.contactus
* Facebook: https://m.me/itprojectsllc
* Skype: skype@it-projects.info
Tested on Odoo 11.0 c7171795f891335e8a8b6d5a6b796c28cea77fea
@@ -2,10 +2,67 @@
Backend debranding
====================

For installation and configuration instructions see README.rst
Installation
============

* `Install <https://odoo-development.readthedocs.io/en/latest/odoo/usage/install-module.html>`__ this module in a usual way

Configuration
=============

By default the module replaces ``Odoo`` to ``Software``.

* Switch to Developer mode
* Open ``[[ General Settings ]] >> Technical >> Parameters >> System Parameters`` and modify:

* ``web_debranding.new_title`` (put space in *Value field* if you don't need Brand in Title)
* ``web_debranding.new_name`` (your Brand)
* ``web_debranding.new_website`` (your website)
* ``web_debranding.new_documentation_website`` (website with documentation instead of official one)
* ``web_debranding.favicon_url``
* ``web_debranding.send_publisher_warranty_url`` - set 0 to disable server requests to odoo.com and 1 otherwise (useful for enterprise contractors). Works only for non-enterprise versions of odoo, check `note <https://www.odoo.com/apps/modules/12.0/web_debranding/#enterprise-users-notice>`__ below.
* ``web_debranding.icon_url`` - icon for mobile devices *recommended size :192x192*
* ``web_debranding.apple_touch_icon_url`` - icon for IOS Safari *recommended size :152x152*

*Note. More user friendly way to configure the module is available in* `Brand Kit <https://apps.odoo.com/apps/modules/11.0/theme_kit/>`__.

Further debranding
==================

* Open *addons/mail/data/mail_data.xml* and edit Template **Notification Email** - delete ``using Odoo``
* Open *addons/website_livechat/data/website_livechat_data.xml* and edit in ``im_livechat_channel_data_website`` record *YourWebsiteWithOdoo.com* string
* Install `website_debranding <https://apps.odoo.com/apps/modules/11.0/website_debranding/>`__ if module *Website Builder* has been already installed in your system
* Install `pos_debranding <https://apps.odoo.com/apps/modules/11.0/pos_debranding/>`__ if module `POS` has been already installed in your system
* Delete *Odoo.com Accounts* record at *Settings\Users & Companies\OAuth Providers* if module ``OAuth2 Authentication`` has been already installed in your system
* To debrand ``/web/database/manager``:

* edit *addons/web/views/database_manager.html* file:

* delete or modify **<title>** tag
* delete or modify favicon
* delete or modify **<img>** tag with ``logo2.png``
* delete or modify warning **<div class="alert alert-warning"> Warning, your Odoo database ...</div>**
* delete or modify **<small class="text-muted">** To enhance your experience, some data may be sent to *Odoo online services*. See our `Privacy Policy <https://www.odoo.com/privacy>`__
* delete or modify **<p class="form-text"> In order to avoid conflicts between databases, Odoo needs ...</p>**

Auto-debrand new databases
==========================

To automatically install this module for every new databases set 'auto_install': True in **__manifest__.py** files of following modules:

* ``web_debranding``
* ``ir_rule_protected``
* ``access_restricted``
* ``access_apps``
* ``access_settings_menu``
* ``mail (built-in)``
* ``base_setup (built-in)``
* ``bus (built-in)``

Usage
=====

* Open Odoo
* RESULT: All reference to Odoo are gone in UI
* Open *Backend*
* Perform usual workflow

RESULT: No more reference to `Odoo <https://www.odoo.com/>`__. *Possible exceptions may be Mails.*
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