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authorThibault Delavallée <tde@openerp.com>2014-11-13 11:28:33 +0100
committerThibault Delavallée <tde@openerp.com>2014-11-13 11:41:06 +0100
commite9d7ea6bb876de899756c04aa59632d4e51272a7 (patch)
treef4154a7b784be9923b7445591e81a96222378d70
parentdd343c86330467ba6cfffb62e22b643a004fb764 (diff)
[IMP] crm: kanban customization
- stage model: add field holding the eventual specific legends for kanban tates and star (priority) management - crm.lead kanban: use kanban column using group_by_tooltip - update data and demo data
-rw-r--r--addons/crm/crm.py3
-rw-r--r--addons/crm/crm_lead_view.xml2
-rw-r--r--addons/crm/crm_view.xml8
3 files changed, 7 insertions, 6 deletions
diff --git a/addons/crm/crm.py b/addons/crm/crm.py
index ebba6e1de50..045b68f60c6 100644
--- a/addons/crm/crm.py
+++ b/addons/crm/crm.py
@@ -128,6 +128,9 @@ class crm_stage(osv.Model):
help="Link between stages and sales teams. When set, this limitate the current stage to the selected sales teams."),
'case_default': fields.boolean('Default to New Sales Team',
help="If you check this field, this stage will be proposed by default on each sales team. It will not assign this stage to existing teams."),
+ 'legend_priority': fields.text(
+ 'Priority Management Explanation', translate=True,
+ help='Explanation text to help users using the star and priority mechanism on stages or issues that are in this stage.'),
'fold': fields.boolean('Folded in Kanban View',
help='This stage is folded in the kanban view when'
'there are no records in that stage to display.'),
diff --git a/addons/crm/crm_lead_view.xml b/addons/crm/crm_lead_view.xml
index 7cb77627848..e50e35eab5d 100644
--- a/addons/crm/crm_lead_view.xml
+++ b/addons/crm/crm_lead_view.xml
@@ -275,7 +275,7 @@
<field name="model">crm.lead</field>
<field name="arch" type="xml">
<kanban default_group_by="stage_id">
- <field name="stage_id"/>
+ <field name="stage_id" options='{"group_by_tooltip": {"description": "Description", "legend_priority": "Use of stars"}}'/>
<field name="color"/>
<field name="priority"/>
<field name="planned_revenue" sum="Expected Revenues"/>
diff --git a/addons/crm/crm_view.xml b/addons/crm/crm_view.xml
index 1fb8696cd80..af8cb59281d 100644
--- a/addons/crm/crm_view.xml
+++ b/addons/crm/crm_view.xml
@@ -107,7 +107,7 @@
<menuitem action="crm_tracking_source_action" id="menu_crm_tracking_source" parent="base.menu_crm_config_lead" sequence="4" groups="base.group_no_one"/>
- <!-- CRM Stage Tree View -->
+ <!-- CRM STAGE VIEWS -->
<record model="ir.ui.view" id="crm_stage_tree">
<field name="name">crm.stage.tree</field>
@@ -122,8 +122,6 @@
</field>
</record>
- <!-- CRM Stage Form View -->
-
<record model="ir.ui.view" id="crm_stage_form">
<field name="name">crm.stage.form</field>
<field name="model">crm.stage</field>
@@ -136,13 +134,13 @@
<field name="sequence"/>
<field name="type"/>
<field name="probability"/>
+ <field name="case_default" groups="base.group_multi_salesteams"/>
</group>
<group>
<field name="fold"/>
<field name="on_change"/>
- <field name="case_default" groups="base.group_multi_salesteams"/>
+ <field name="legend_priority"/>
</group>
-
</group>
<separator string="Requirements"/>
<field name="requirements" nolabel="1"/>