diff options
| author | Thibault Delavallée <tde@openerp.com> | 2014-11-13 11:28:33 +0100 |
|---|---|---|
| committer | Thibault Delavallée <tde@openerp.com> | 2014-11-13 11:41:06 +0100 |
| commit | e9d7ea6bb876de899756c04aa59632d4e51272a7 (patch) | |
| tree | f4154a7b784be9923b7445591e81a96222378d70 | |
| parent | dd343c86330467ba6cfffb62e22b643a004fb764 (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.py | 3 | ||||
| -rw-r--r-- | addons/crm/crm_lead_view.xml | 2 | ||||
| -rw-r--r-- | addons/crm/crm_view.xml | 8 |
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"/> |
