diff --git a/addons/crm/__openerp__.py b/addons/crm/__openerp__.py index a11446d1049..6e3810bba89 100644 --- a/addons/crm/__openerp__.py +++ b/addons/crm/__openerp__.py @@ -39,6 +39,7 @@ Dashboard for CRM will include: 'fetchmail', 'utm', 'web_planner', + 'web_tour', ], 'data': [ 'data/crm_action_data.xml', @@ -75,7 +76,8 @@ Dashboard for CRM will include: 'views/crm.xml', 'web_planner_data.xml', 'sales_team_dashboard.xml', - 'crm_mail_template_data.xml' + 'crm_mail_template_data.xml', + 'tour_view.xml' ], 'demo': [ 'crm_demo.xml', diff --git a/addons/crm/crm_lead.py b/addons/crm/crm_lead.py index a20b959be81..8cfb7dddf64 100644 --- a/addons/crm/crm_lead.py +++ b/addons/crm/crm_lead.py @@ -158,8 +158,13 @@ class crm_lead(FormatAddress, osv.osv): for opp_id in ids } + def _get_company_currency(self, cr, uid, context=None): + if context is None: + context = {} + return self.pool['res.users'].browse(cr, uid, uid, context=context).company_id.currency_id.id + _columns = { - 'partner_id': fields.many2one('res.partner', 'Partner', ondelete='set null', track_visibility='onchange', + 'partner_id': fields.many2one('res.partner', 'Customer', ondelete='set null', track_visibility='onchange', select=True, help="Linked partner (optional). Usually created when converting the lead."), 'id': fields.integer('ID', readonly=True), @@ -241,6 +246,7 @@ class crm_lead(FormatAddress, osv.osv): _defaults = { 'active': 1, 'type': lambda s, cr, uid, c: 'lead' if s.pool['res.users'].has_group(cr, uid, 'crm.group_use_lead') else 'opportunity', + 'company_currency': _get_company_currency, 'user_id': lambda s, cr, uid, c: uid, 'stage_id': lambda s, cr, uid, c: s._get_default_stage_id(cr, uid, c), 'team_id': lambda s, cr, uid, c: s.pool['crm.team']._get_default_team_id(cr, SUPERUSER_ID, context=c, user_id=uid), @@ -1161,6 +1167,8 @@ Update your business card, phone book, social media,... Send an email right now else: raise UserError(_('This target does not exist.')) + def close_dialog(self, cr, uid, ids, context=None): + return {'type': 'ir.actions.act_window_close'} class crm_lead_tag(osv.Model): _name = "crm.lead.tag" diff --git a/addons/crm/crm_lead_view.xml b/addons/crm/crm_lead_view.xml index c667c69b2fd..c3f2404ce68 100644 --- a/addons/crm/crm_lead_view.xml +++ b/addons/crm/crm_lead_view.xml @@ -226,12 +226,49 @@ - + + + crm.lead.form.simple + crm.lead + 1000 + +
+ + + + + + + + + +
+
+
+ + Create an Opportunity + crm.lead + form + form + + new + + + CRM - Leads Kanban crm.lead - + @@ -288,7 +325,6 @@ @@ -352,7 +388,7 @@ crm.lead 20 -
+