From 3927e5e6363940f6bbd7a2eddd22b61e06468516 Mon Sep 17 00:00:00 2001 From: "Kuldeep Joshi (OpenERP)" Date: Tue, 26 Jun 2012 16:57:09 +0530 Subject: [PATCH 01/21] [IMP] bank view change bzr revid: kjo@tinyerp.com-20120626112709-t3r6ngflmnkn5a70 --- openerp/addons/base/res/res_bank_view.xml | 17 +++++++++++------ 1 file changed, 11 insertions(+), 6 deletions(-) diff --git a/openerp/addons/base/res/res_bank_view.xml b/openerp/addons/base/res/res_bank_view.xml index 8857534983a..d4be11419e5 100644 --- a/openerp/addons/base/res/res_bank_view.xml +++ b/openerp/addons/base/res/res_bank_view.xml @@ -102,12 +102,17 @@ - - - - - - + From f6c543f2e6e994e341729f05f6eec5e5b39244b3 Mon Sep 17 00:00:00 2001 From: "Kuldeep Joshi (OpenERP)" Date: Fri, 29 Jun 2012 19:17:39 +0530 Subject: [PATCH 02/21] [IMP]change res_partner view bzr revid: kjo@tinyerp.com-20120629134739-1sbzv733y3i755qq --- openerp/addons/base/res/res_partner.py | 2 +- openerp/addons/base/res/res_partner_view.xml | 15 ++++++--------- 2 files changed, 7 insertions(+), 10 deletions(-) diff --git a/openerp/addons/base/res/res_partner.py b/openerp/addons/base/res/res_partner.py index 1f4e11fca26..6034b48ce89 100644 --- a/openerp/addons/base/res/res_partner.py +++ b/openerp/addons/base/res/res_partner.py @@ -151,7 +151,7 @@ class res_partner(osv.osv): 'customer': fields.boolean('Customer', help="Check this box if the partner is a customer."), 'supplier': fields.boolean('Supplier', help="Check this box if the partner is a supplier. If it's not checked, purchase people will not see it when encoding a purchase order."), 'employee': fields.boolean('Employee', help="Check this box if the partner is an Employee."), - 'function': fields.char('Function', size=128), + 'function': fields.char('Job Position', size=128), 'type': fields.selection( [('default','Default'),('invoice','Invoice'), ('delivery','Delivery'), ('contact','Contact'), ('other','Other')], diff --git a/openerp/addons/base/res/res_partner_view.xml b/openerp/addons/base/res/res_partner_view.xml index aaab3a7d008..384b0beed46 100644 --- a/openerp/addons/base/res/res_partner_view.xml +++ b/openerp/addons/base/res/res_partner_view.xml @@ -113,22 +113,17 @@

-
-

+

-
-
-

+

+ @@ -226,6 +221,8 @@ + + From 6e3b8c78dafcf1649e32ddc61989be7433828d48 Mon Sep 17 00:00:00 2001 From: Raphael Collet Date: Mon, 2 Jul 2012 16:36:34 +0200 Subject: [PATCH 03/21] [FIX] crm: fix links from customers kanban to opportunities and meetings bzr revid: rco@openerp.com-20120702143634-t7p1k4mfypwwxrnb --- addons/crm/res_partner_view.xml | 71 ++++++++++++++++++++++++--------- 1 file changed, 52 insertions(+), 19 deletions(-) diff --git a/addons/crm/res_partner_view.xml b/addons/crm/res_partner_view.xml index 19bb151b9b3..411e3374fca 100644 --- a/addons/crm/res_partner_view.xml +++ b/addons/crm/res_partner_view.xml @@ -45,25 +45,58 @@ - - + - + + + Opportunities + crm.lead + kanban,tree,form,graph,calendar + [('type','=','opportunity')] + {'search_default_partner_id': active_id, 'default_partner_id': active_id, + 'stage_type': 'opportunity', 'default_type': 'opportunity'} + + + + With opportunities you can manage and keep track of your sales pipeline by creating specific customer- or prospect-related sales documents to follow up potential sales. Information such as expected revenue, opportunity stage, expected closing date, communication history and much more can be stored. Opportunities can be connected to the email gateway: new emails may create opportunities, each of them automatically gets the history of the conversation with the customer. + + You and your team(s) will be able to plan meetings and phone calls from opportunities, convert them into quotations, manage related documents, track all customer related activities, and much more. + + + + + kanban + + + + + + tree + + + + + + form + + + + + + graph + + + + + res.partner.kanban.inherit res.partner @@ -76,10 +109,10 @@ - Opportunities + Opportunities() - Meetings + Meetings() From 6a3ac6949db0071cdf6f73fbc53a748966070b03 Mon Sep 17 00:00:00 2001 From: Raphael Collet Date: Mon, 2 Jul 2012 16:46:37 +0200 Subject: [PATCH 04/21] [FIX] crm: fix search_defaults in contexts bzr revid: rco@openerp.com-20120702144637-v39xqru5wt79yy3q --- addons/crm/res_partner_view.xml | 7 +++---- 1 file changed, 3 insertions(+), 4 deletions(-) diff --git a/addons/crm/res_partner_view.xml b/addons/crm/res_partner_view.xml index 411e3374fca..67f7d044d16 100644 --- a/addons/crm/res_partner_view.xml +++ b/addons/crm/res_partner_view.xml @@ -129,13 +129,12 @@