[IMP] administration: new db manager ui

closes odoo/documentation#15403

Signed-off-by: Thomas Jude Cavazos (thjud) <thjud@odoo.com>
Co-authored-by: larm-odoo <larm@odoo.com>
Co-authored-by: StraubCreative <zst@odoo.com>

content/administration/odoo_online.rst

@@ -2,204 +2,179 @@
 Odoo Online
 ===========
 
-`Odoo Online <https://www.odoo.com/trial>`_ provides private databases which are fully managed and
-hosted by Odoo. It can be used for long-term production or to test Odoo thoroughly, including
-customizations that don't require code.
+`Odoo Online <https://www.odoo.com/trial>`_ offers private databases hosted and managed by Odoo.
+Odoo Online databases can be accessed using any web browser and do not require a local installation.
+They can be used for long-term production or to thoroughly test Odoo, including customizations that
+do not require custom code.
+
+.. tip::
+   To quickly try out Odoo, shared `demo databases <https://demo.odoo.com>`_ are available for
+   testing. No registration is required; however, each database is only available for a few hours.
 
 .. note::
-   Odoo Online is incompatible with custom modules or the Odoo App Store.
+   Odoo Online is incompatible with custom modules or modules from the `Odoo Apps Store
+   <https://apps.odoo.com/apps>`_.
 
-Odoo Online databases are accessed using any web browser and do not require a local installation.
+.. _odoo-online/database-manager:
 
-To quickly try out Odoo, shared `demo <https://demo.odoo.com>`_ instances are available. No
-registration is required, but each instance only lives for a few hours.
+Database manager
+================
 
-Database management
-===================
+To manage an Odoo Online database, open to the `database manager
+<https://www.odoo.com/my/databases>`_ and sign in as the database administrator.
 
-To manage a database, go to the `database manager <https://www.odoo.com/my/databases>`_ and sign in
-as the database administrator.
-
-All the main database management options are available by clicking the database name, except the
-upgrade option, which can be accessed by clicking the **arrow in a circle** icon next to the
-database name. It is only displayed if an upgrade is available.
-
-.. image:: odoo_online/database-manager.png
-   :alt: Accessing the database management options
-
-- :ref:`odoo_online/upgrade`
-- :ref:`odoo_online/duplicate`
-- :ref:`odoo_online/rename`
-- :ref:`odoo_online/download`
-- :ref:`odoo_online/domains`
-- :ref:`odoo_online/tags`
-- :ref:`odoo_online/delete`
-- :ref:`odoo_online/contact-support`
-- :ref:`odoo_online/users`
-- :ref:`odoo_online/web-services`
-
-.. _odoo_online/upgrade:
-
-Upgrade
-=======
-
-Trigger a database upgrade.
-
-.. seealso::
-   For more information about the upgrade process, check out the :ref:`Odoo Online upgrade
-   documentation <upgrade-request-test>`.
-
-.. _odoo_online/duplicate:
-
-Duplicate
-=========
-
-Create an exact copy of the database, which can be used to perform testing without compromising
-daily operations.
-
-.. important::
-   - By checking :guilabel:`For testing purposes`, all external actions (emails, payments, delivery
-     orders, etc.) are disabled by default on the duplicated database.
-   - Duplicated databases expire automatically after 15 days.
-   - A maximum of five duplicates can be made per database. Under extraordinary circumstances,
-     contact `support <https://www.odoo.com/help>`_ to raise the limit.
-
-.. _odoo_online/rename:
-
-Rename
-======
-
-Rename the database and its URL.
-
-.. _odoo_online/download:
-
-Download
-========
-
-Download a ZIP file containing a backup of the database.
-
-.. note::
-   Databases are backed up daily as per the `Odoo Cloud Hosting SLA
-   <https://www.odoo.com/cloud-sla>`_.
-
-.. _odoo_online/domains:
+.. _odoo-online/domain-names:
 
 Domain names
-============
+------------
 
-Use a custom :doc:`domain name </applications/websites/website/configuration/domain_names>` to
-access the database via another URL.
+:doc:`Configure a custom domain name <../applications/websites/website/configuration/domain_names>`
+by selecting a database and clicking :icon:`fa-globe` :guilabel:`Domain Names`.
 
 .. tip::
-   You can :ref:`register a domain name for free <domain-name/register>`.
+   :ref:`Register a domain name for free <domain-name/register>`.
 
-.. _odoo_online/tags:
+.. _odoo-online/tags:
 
 Tags
-====
+----
 
-Add tags to easily identify and sort your databases.
+Add tags to identify and sort databases by selecting a database and clicking :icon:`fa-tags`
+:guilabel:`Tags`. In the dialog box, enter a tag, click the :icon:`fa-plus-circle`
+(:guilabel:`plus`) button, and click :guilabel:`Save`.
 
 .. tip::
-   You can search for tags in the search bar.
+   Search for tags in the :icon:`fa-search` search bar at the top right.
 
-.. _odoo_online/delete:
+.. _odoo-online/hide:
 
-Delete
-======
+Hide
+----
 
-Delete a database instantly.
+Permanently hide the database from the database manager by selecting it and clicking
+:icon:`fa-eye-slash` :guilabel:`Hide`. In the dialog box, click :guilabel:`Yes, I don't need it
+anymore`.
 
-.. danger::
-   Deleting a database means that all data is permanently lost. The deletion is instant and applies
-   to all users. It is recommended to create a backup of the database before deleting it.
+.. Note::
+   It is possible to access a hidden database through its URL.
 
-Carefully read the warning message and only proceed if the implications of deleting a database are
-fully understood.
+.. _odoo-online/manage:
 
-.. image:: odoo_online/delete.png
-   :alt: The warning message displayed before deleting a database
+Manage
+------
+
+Access all other database management options by selecting it and clicking :icon:`fa-gears`
+:guilabel:`Manage`.
+
+Switch plans
+~~~~~~~~~~~~
+
+Switch `pricing plans <https://www.odoo.com/pricing>`_ by clicking :guilabel:`Switch` under the
+desired plan.
+
+.. _odoo-online/upgrade:
+
+Upgrade
+~~~~~~~
+
+Launch a :ref:`database upgrade <upgrade-request-test>` by clicking :guilabel:`Upgrade`.
 
 .. note::
-   - Only an administrator can delete a database.
-   - The database name is immediately made available to anyone.
-   - Deleting a database if it has expired or is linked to a subscription is impossible. In that
-     case, contact `Odoo Support <https://www.odoo.com/help>`_.
+   This option is only displayed when an upgrade is available.
 
-.. _odoo_online/contact-support:
+.. _odoo-online/rename:
 
-Contact us
-==========
+Rename
+~~~~~~
 
-Access the `Odoo.com support page <https://www.odoo.com/help>`_ with the database's details already
-pre-filled.
+Rename and change the URL of a database by clicking :guilabel:`Rename`. In the dialog box, enter a
+:guilabel:`New name` and click :guilabel:`Rename`.
 
-.. _odoo_online/users:
+.. _odoo-online/duplicate:
 
-Invite / remove users
-=====================
+Duplicate
+~~~~~~~~~
 
-To invite users, fill out the new user's email address and click :guilabel:`Invite`. To add multiple
-users, click :guilabel:`Add more users`.
+Create a copy of the database by clicking :guilabel:`Duplicate`. In the dialog box, enter a
+:guilabel:`New name` and click :guilabel:`Duplicate`.
 
-.. image:: odoo_online/invite-users.png
-   :alt: Inviting a user on a database
+.. important::
+   - By default, the :guilabel:`For testing purposes` option is enabled. It disables all external
+     actions (emails, payments, delivery orders, etc.) on the duplicated database.
+   - Duplicates expire after 15 days.
+   - A maximum of five duplicates can be created per database. Under extraordinary circumstances,
+     contact `Odoo Support <https://www.odoo.com/help>`_ to extend the limit.
 
-To remove users, select them and click :guilabel:`Remove`.
+.. _odoo-online/download:
 
-.. seealso::
-   - :doc:`/applications/general/users`
-   - :doc:`odoo_accounts`
+Download a backup
+~~~~~~~~~~~~~~~~~
 
-.. _odoo_online/web-services:
+Download a ZIP file containing a database backup by clicking :guilabel:`Download Backup`.
 
-Web Services
+.. note::
+   - Databases are backed up daily as per the `Odoo Cloud Hosting SLA
+     <https://www.odoo.com/cloud-sla>`_.
+   - If the :guilabel:`Download Backup` option is disabled, it means the database is too large to be
+     downloaded using the database manager. Contact `Odoo Support <https://www.odoo.com/help>`_ to
+     request an alternative download solution.
+
+.. _odoo-online/activity-logs:
+
+View admin activity logs
+~~~~~~~~~~~~~~~~~~~~~~~~
+
+View the logs of all actions taken by Odoo employees or the database administrator on the database
+by clicking :guilabel:`View Admin Activity Logs`.
+
+.. note::
+   Actions taken by Odoo employees are typically the result of requests submitted to Odoo support,
+   done within the context of a quick start project, or necessary to maintain the database.
+
+.. _odoo-online/transfer-ownership:
+
+Transfer ownership
+~~~~~~~~~~~~~~~~~~
+
+Create a support ticket to request a database ownership transfer by clicking :guilabel:`Transfer
+Ownership`.
+
+.. _odoo-online/delete:
+
+Delete
+~~~~~~
+
+Delete the database and close its related subscription by clicking :guilabel:`Delete`. In the dialog
+box, click :guilabel:`Delete`.
+
+.. danger::
+   All the database's data will be deleted instaneously for all users and **cannot be restored**. It
+   is recommended to :ref:`download a backup <odoo-online/download>` before deleting a database.
+
+.. note::
+   After deletion, the database's name becomes available to anyone.
+
+.. _odoo-online/web-services:
+
+Web services
 ============
 
-In order to programmatically retrieve the list of the databases displayed in the
-`database manager <https://www.odoo.com/my/databases>`_, call the method `list` of the model
-`odoo.database` via a :doc:`Web Service </developer/howtos/web_services>` call.
+To retrieve a list of all databases displayed under the `database manager
+<https://www.odoo.com/my/databases>`_ programmatically, call the `list` method of the
+`odoo.database` model via an :doc:`external JSON-2 API <../developer/reference/external_api>` call.
 
-Inspired from the examples provided in the :doc:`Web Services </developer/howtos/web_services>`
-section, this is how to retrieve this list with the library ``xmlrpc.client``::
+.. example::
+   .. code:: python
 
-   import xmlrpc.client
+      import requests
 
-   USER = 'user@domain.tld'
-   APIKEY = 'your_apikey'
+      APIKEY = "your_apikey"
 
-   root = 'https://www.odoo.com/xmlrpc/'
-   uid = xmlrpc.client.ServerProxy(root + 'common').login('openerp', USER, APIKEY)
-   sock = xmlrpc.client.ServerProxy(root + 'object')
-   databases_list = sock.execute('openerp', uid, APIKEY, 'odoo.database', 'list')
-
-And here is the equivalent example with JSON-RPC::
-
-   import json
-   import random
-   import urllib.request
-
-   USER = 'user@domain.tld'
-   APIKEY = 'your_apikey'
-
-   def json_rpc(url, method, params):
-       data = {
-           'jsonrpc': '2.0',
-           'method': method,
-           'params': params,
-           'id': random.randint(0, 1000000000),
-       }
-       req = urllib.request.Request(url=url, data=json.dumps(data).encode(), headers={
-           "Content-Type": "application/json",
-       })
-       reply = json.loads(urllib.request.urlopen(req).read().decode('UTF-8'))
-       if reply.get('error'):
-           raise Exception(reply['error'])
-       return reply['result']
-
-   def call(url, service, method, *args):
-       return json_rpc(url, 'call', {'service': service, 'method': method, 'args': args})
-
-   url = 'https://www.odoo.com/jsonrpc'
-   uid = call(url, 'common', 'login', 'openerp', USER, APIKEY)
-   databases_list = call(url, 'object', 'execute', 'openerp', uid, APIKEY, 'odoo.database', 'list')
+      requests.post(
+          "https://www.odoo.com/json/2/odoo.database/list",
+          headers={
+              "Authorization": f"bearer {APIKEY}",
+              "X-Odoo-Database": "openerp",
+          }
+          json={},
+      )

content/applications/sales/crm/track_leads/lead_scoring.rst

@@ -2,10 +2,10 @@
 Assign leads with predictive lead scoring
 =========================================
 
-The Odoo *CRM* app can automatically assign leads/opportunities to sales teams and salespeople. A
+The Odoo **CRM** app can automatically assign leads/opportunities to sales teams and salespeople. A
 standard practice is to assign leads based on the probability of winning each lead. Companies can
-prioritize the leads that are more likely to result in successful deals by quickly assigning them
-to the appropriate salespeople.
+prioritize the leads that are more likely to result in successful deals by quickly assigning them to
+the appropriate salespeople.
 
 Odoo automatically calculates the probability of winning each lead using a method called *predictive
 lead scoring*.
@@ -13,12 +13,12 @@ lead scoring*.
 Predictive lead scoring
 =======================
 
-Predictive lead scoring is a machine-learning model that uses historical data from Odoo *CRM* to
+Predictive lead scoring is a machine-learning model that uses historical data from Odoo **CRM** to
 score open leads/opportunities.
 
 As a company processes opportunities through the CRM pipeline, Odoo collects data on which
-opportunities are won and lost. Predictive lead scoring uses this data to predict the probability
-of winning each new lead or opportunity.
+opportunities are won and lost. Predictive lead scoring uses this data to predict the probability of
+winning each new lead or opportunity.
 
 The more opportunities that are sent through the CRM pipeline, the more data Odoo collects,
 resulting in more accurate probabilities.
@@ -48,7 +48,6 @@ The probability of success of each opportunity is displayed on the opportunity f
 automatically as the opportunity progresses through the CRM pipeline.
 
 .. image:: lead_scoring/probability-opportunity-form.png
-   :align: center
    :alt: The probability of success displayed on the opportunity form.
 
 When an opportunity moves to the next stage, its probability of success automatically increases
@@ -59,18 +58,17 @@ according to the predictive lead scoring algorithm.
 Configuration
 -------------
 
-Predictive lead scoring is always active in Odoo *CRM*. However, the variables used to calculate the
-probability of success can be customized in the settings.
+Predictive lead scoring is always active in Odoo **CRM**. However, the variables used to calculate
+the probability of success can be customized in the settings.
 
 To customize the variables used by predictive lead scoring, go to :menuselection:`CRM -->
 Configuration --> Settings`. Under :guilabel:`Predictive Lead Scoring`, click on the
 :guilabel:`Update Probabilities` button.
 
 Then, click on the drop-down menu to choose which variables the predictive lead scoring feature
-will take into account.
+takes into account.
 
 .. image:: lead_scoring/update-probabilities.png
-   :align: center
    :alt: The Update Probabilities window in the Predictive Lead Scoring settings.
 
 Any number of the following variables can be activated:
@@ -90,7 +88,7 @@ Any number of the following variables can be activated:
    optional variables are selected.
 
 Next, click on the date field next to the option :guilabel:`Consider leads created as of the:` to
-select the date from which predictive lead scoring will begin its calculations.
+select the date from which predictive lead scoring begins its calculations.
 
 Lastly, click :guilabel:`Confirm` to save changes.
 
@@ -101,22 +99,21 @@ An opportunity's probability of success can be changed manually on the opportuni
 the probability number to edit it.
 
 .. important::
-   Manually changing the probability removes the automatic probability updates for that
-   opportunity. The probability will no longer update automatically as the opportunity moves
-   through each stage of the pipeline.
+   Manually changing the probability removes the automatic probability updates for that opportunity.
+   The probability no longer automatically updates as the opportunity moves through each stage of
+   the pipeline.
 
 To reactivate automatic probability, click on the gear icon next to the probability percentage.
 
 .. image:: lead_scoring/probability-gear-icon.png
-   :align: center
    :alt: The gear icon used to reactivate automatic probability on an opportunity form.
 
 Assign leads based on probability
 =================================
 
-Odoo *CRM* can assign leads/opportunities to sales teams and salespeople based on specified rules.
-Create assignment rules based on the leads' probability of success to prioritize those that are
-more likely to result in deals.
+Odoo **CRM** can assign leads/opportunities to sales teams and salespeople based on specified rules.
+Create assignment rules based on the leads' probability of success to prioritize those that are more
+likely to result in leads and opportunities.
 
 Configure rule-based assignment
 -------------------------------
@@ -125,8 +122,8 @@ To activate *rule-based assignment*, navigate to :menuselection:`CRM --> Configu
 Settings`, and activate :guilabel:`Rule-Based Assignment`.
 
 The rule-based assignment feature can be set to run :guilabel:`Manually`, meaning an Odoo user must
-manually trigger the assignment, or :guilabel:`Repeatedly`, meaning Odoo will automatically trigger
-the assignment according to the chosen time period.
+manually trigger the assignment, or :guilabel:`Repeatedly`, meaning Odoo automatically triggers the
+assignment according to the chosen time period.
 
 To configure automatic lead assignment, select :guilabel:`Repeatedly` for the :guilabel:`Running`
 section. The frequency of this automatic assignment is customized within the :guilabel:`Repeat
@@ -134,31 +131,32 @@ every` section. Enter a specific number and select a corresponding time period t
 desired interval. Time periods range from :guilabel:`Minutes` to :guilabel:`Weeks`.
 
 .. image:: lead_scoring/rule-based-assignment.png
-   :align: center
    :alt: The Rule-Based Assignment setting in CRM settings.
 
-If rule-based assignment is set to run :guilabel:`Repeatedly`, the assignment can still be
-triggered manually using the circular arrow icon in the :guilabel:`Rule-Based Assignment` settings
-(or using the :guilabel:`Assign Leads` button on the sales team configuration page).
+If :guilabel:`rule-based assignment` is set to run :guilabel:`Repeatedly`, the assignment can still
+be triggered manually using the circular arrow icon in the :guilabel:`Rule-Based Assignment`
+settings, or using the :guilabel:`Assign Leads` button on the sales team configuration page. Once a
+lead has been assigned to a salesperson via this rule, the leads are automatically converted into an
+opportunity by the system.
 
 Configure assignment rules
 --------------------------
 
-Next, configure the *assignment rules* for each sales team and/or salesperson. These rules
-determine which leads Odoo assigns to which people. To get started, navigate to :menuselection:`CRM
---> Configuration --> Sales Teams`, and select a sales team.
+Next, configure the *assignment rules* for each sales team or salesperson. These rules determine
+which leads Odoo assigns to which people. To get started, navigate to :menuselection:`CRM -->
+Configuration --> Sales Teams`, and select a sales team.
 
 On the sales team configuration form, under :guilabel:`Assignment Rules`, click on :guilabel:`Edit
 Domain` to configure the rules that Odoo uses to determine lead assignment for this sales team. The
 rules can include anything that may be relevant for this company or team, and any number of rules
 can be added.
 
-Click :guilabel:`Add Filter` to start creating assignment rules. Click on the :guilabel:`+` sign on
-the right of the assignment rule to add another line. Click on the :guilabel:`x` symbol to remove
-the line.
+Click :guilabel:`Add Filter` to start creating assignment rules. Click on the :icon:`fa-plus-circle`
+sign on the right of the assignment rule to add another line. Click on the :guilabel:`x` symbol to
+remove the line.
 
-To create an assignment rule based on an opportunity's probability of success, click on the far
-left drop-down menu of an assignment rule line, and select :guilabel:`Probability`.
+To create an assignment rule based on an opportunity's probability of success, click on the far left
+drop-down menu of an assignment rule line, and select :guilabel:`Probability`.
 
 From the middle drop-down menu, select the desired equation symbol—most likely the symbol for
 *greater than*, *less than*, *greater than or equal to*, or *less than or equal to*.
@@ -171,7 +169,6 @@ In the far right space, enter the desired number value of the probability. Final
    success of 20% or greater, create a :guilabel:`Domain` line that reads: `Probability >= 20`.
 
    .. image:: lead_scoring/probability-domain.png
-      :align: center
       :alt: Sales team domain set to probability greater than or equal to twenty percent.
 
 Separate assignment rules can also be configured for individual team members. From the sales team
@@ -184,6 +181,6 @@ sales team or salesperson from being assigned leads automatically by Odoo's rule
 feature. If :guilabel:`Skip auto assignment` is activated, the sales team or salesperson can still
 be assigned leads manually.
 
-To manually assign leads to this sales team, click on the :guilabel:`Assign Leads` button at the
-top of the sales team configuration page. This will assign any leads that are currently unassigned
-and match this team's specified domain.
+To manually assign leads to this sales team, click on the :guilabel:`Assign Leads` button at the top
+of the sales team configuration page. This assigns any leads that are currently unassigned and match
+this team's specified domain.