diff --git a/addons/account/account_invoice.py b/addons/account/account_invoice.py index 14aabed86ad..ab6ad97b180 100644 --- a/addons/account/account_invoice.py +++ b/addons/account/account_invoice.py @@ -1460,6 +1460,7 @@ class account_invoice_line(osv.osv): result = {} res = self.pool.get('product.product').browse(cr, uid, product, context=context) + result['name'] = res.partner_ref if type in ('out_invoice','out_refund'): a = res.property_account_income.id if not a: @@ -1474,19 +1475,21 @@ class account_invoice_line(osv.osv): if type in ('out_invoice', 'out_refund'): taxes = res.taxes_id and res.taxes_id or (a and self.pool.get('account.account').browse(cr, uid, a, context=context).tax_ids or False) + if res.description_sale: + result['name'] += '\n'+res.description_sale else: taxes = res.supplier_taxes_id and res.supplier_taxes_id or (a and self.pool.get('account.account').browse(cr, uid, a, context=context).tax_ids or False) + if res.description_purchase: + result['name'] += '\n'+res.description_purchase + tax_id = fpos_obj.map_tax(cr, uid, fpos, taxes) if type in ('in_invoice', 'in_refund'): result.update( {'price_unit': price_unit or res.standard_price,'invoice_line_tax_id': tax_id} ) else: result.update({'price_unit': res.list_price, 'invoice_line_tax_id': tax_id}) - result['name'] = res.partner_ref result['uos_id'] = uom_id or res.uom_id.id - if res.description: - result['name'] += '\n'+res.description domain = {'uos_id':[('category_id','=',res.uom_id.category_id.id)]} diff --git a/addons/account/demo/account_minimal.xml b/addons/account/demo/account_minimal.xml index ce9a09def08..3940c1e5357 100644 --- a/addons/account/demo/account_minimal.xml +++ b/addons/account/demo/account_minimal.xml @@ -313,8 +313,8 @@ TSAJ sale - - + + @@ -323,8 +323,8 @@ TSCNJ sale_refund - - + + @@ -334,8 +334,8 @@ TEXJ purchase - - + + @@ -344,8 +344,8 @@ TECNJ purchase_refund - - + + @@ -355,8 +355,8 @@ TBNK bank - - + + @@ -365,8 +365,8 @@ TCHK bank - - + + @@ -374,9 +374,9 @@ Cash Journal - (test) TCSH cash - - - + + + - - + + @@ -403,8 +403,8 @@ TOEJ situation - - + + @@ -413,8 +413,8 @@ USD Bank Journal - (test) TUBK bank - - + + + + + Case Sections - Search + crm.case.section + + + + + + + + + + + + + + + + @@ -127,6 +142,7 @@ crm.case.section form kanban,tree,form + {'search_default_personal': True}

@@ -148,9 +164,9 @@

-
- - - - - - - + + + + - - - - - + diff --git a/addons/crm/crm_data.xml b/addons/crm/crm_data.xml index f24aee13c1d..1f1bd74391a 100644 --- a/addons/crm/crm_data.xml +++ b/addons/crm/crm_data.xml @@ -27,9 +27,10 @@ - Sales - Sales + Direct Sales + DM True + info diff --git a/addons/crm/crm_demo.xml b/addons/crm/crm_demo.xml index 203193dc3bc..2858250e86a 100644 --- a/addons/crm/crm_demo.xml +++ b/addons/crm/crm_demo.xml @@ -7,27 +7,13 @@ - Sales Marketing Department - SMD - + Indirect Sales + IM - Support Department + Marketing SPD - - - - - Direct Marketing - DM - - - - - Online Support - OS - diff --git a/addons/crm/crm_lead.py b/addons/crm/crm_lead.py index 40f71ad5d79..455ad89003c 100644 --- a/addons/crm/crm_lead.py +++ b/addons/crm/crm_lead.py @@ -367,8 +367,8 @@ class crm_lead(base_stage, format_address, osv.osv): def on_change_user(self, cr, uid, ids, user_id, context=None): """ When changing the user, also set a section_id or restrict section id to the ones user_id is member of. """ - section_id = False - if user_id: + section_id = self._get_default_section_id(cr, uid, context=context) or False + if user_id and not section_id: section_ids = self.pool.get('crm.case.section').search(cr, uid, ['|', ('user_id', '=', user_id), ('member_ids', '=', user_id)], context=context) if section_ids: section_id = section_ids[0] diff --git a/addons/crm/crm_lead_demo.xml b/addons/crm/crm_lead_demo.xml index 21d60ad2961..e7e6beae33e 100644 --- a/addons/crm/crm_lead_demo.xml +++ b/addons/crm/crm_lead_demo.xml @@ -20,7 +20,7 @@ 1 - + Hello, @@ -44,7 +44,7 @@ Can you send me the details ? 4 - + @@ -63,7 +63,7 @@ Can you send me the details ? 2 - + @@ -82,7 +82,7 @@ Can you send me the details ? 3 - + @@ -133,7 +133,7 @@ Contact: +1 813 494 5005 3 - + @@ -152,7 +152,7 @@ Contact: +1 813 494 5005 5 - + @@ -197,6 +197,9 @@ Contact: +1 813 494 5005 + + + lead @@ -211,7 +214,7 @@ Contact: +1 813 494 5005 2 - + Hi, @@ -235,7 +238,7 @@ Andrew 3 - + @@ -291,7 +294,7 @@ Andrew Meeting for pricing information. - + @@ -317,7 +320,7 @@ Andrew Send Catalogue by Email - + @@ -326,7 +329,7 @@ Andrew opportunity Plan to buy RedHat servers - + 69 rue de Chimay @@ -339,10 +342,11 @@ Andrew Call to ask system requirement - + - + + @@ -367,6 +371,7 @@ Andrew + @@ -388,10 +393,11 @@ Andrew Send price list regarding our interventions - + - + + @@ -412,7 +418,7 @@ Andrew Call to define real needs about training - + @@ -438,8 +444,9 @@ Andrew Ask for the good receprion of the proposition - + + @@ -468,10 +475,11 @@ Andrew 3 - + - + + @@ -486,7 +494,7 @@ Andrew 3 - + @@ -504,14 +512,15 @@ Andrew 5 - + + opportunity Need 20 Days of Consultancy - + info@mycompany.net @@ -525,6 +534,7 @@ Andrew + @@ -544,7 +554,7 @@ Andrew 2 Conf call with technical service - + @@ -569,10 +579,11 @@ Andrew Send Catalogue by Email - + - + + diff --git a/addons/crm/crm_lead_view.xml b/addons/crm/crm_lead_view.xml index 225b2ffc292..6ddd06c1c90 100644 --- a/addons/crm/crm_lead_view.xml +++ b/addons/crm/crm_lead_view.xml @@ -157,7 +157,8 @@ - + diff --git a/addons/crm/crm_phonecall_demo.xml b/addons/crm/crm_phonecall_demo.xml index f441c29a7e6..4002e18815e 100644 --- a/addons/crm/crm_phonecall_demo.xml +++ b/addons/crm/crm_phonecall_demo.xml @@ -37,7 +37,7 @@ Ask for convenient time of meeting open +1 786 525 0724 - + @@ -50,7 +50,7 @@ done (077) 582-4035 (077) 341-3591 - + @@ -74,7 +74,7 @@ Proposal for discount offer open +34 230 953 485 - + diff --git a/addons/crm/crm_view.xml b/addons/crm/crm_view.xml index 63385fa3e17..a84ae553b4a 100644 --- a/addons/crm/crm_view.xml +++ b/addons/crm/crm_view.xml @@ -101,7 +101,7 @@ - + diff --git a/addons/crm/html/index.html b/addons/crm/html/index.html index 355fdb0be36..5ae542f5c91 100644 --- a/addons/crm/html/index.html +++ b/addons/crm/html/index.html @@ -9,7 +9,6 @@ -   diff --git a/addons/crm/process/crm_configuration_process.xml b/addons/crm/process/crm_configuration_process.xml index c56bb8935d9..882c9680268 100644 --- a/addons/crm/process/crm_configuration_process.xml +++ b/addons/crm/process/crm_configuration_process.xml @@ -60,24 +60,24 @@ - - + + - - + + - - + + diff --git a/addons/crm/report/crm_lead_report_view.xml b/addons/crm/report/crm_lead_report_view.xml index 759063b3c1d..09853c6379e 100644 --- a/addons/crm/report/crm_lead_report_view.xml +++ b/addons/crm/report/crm_lead_report_view.xml @@ -75,7 +75,7 @@ + help="Leads/Opportunities that are assigned to one of the sale teams I manage" groups="base.group_multi_salesteams"/> + help="Phone calls that are assigned to one of the sale teams I manage" groups="base.group_multi_salesteams"/> - + -