[IMP] crm: improve CRM views

Purpose
=======
Rename "Follow-up" tab into "Extra Information" in the lead form view
Remove the create option on the language field in the lead form view.
Align vertically the expected revenue with the PLS in the lead form view.

Add the "Planned revenue" label in the quick create form.

Improve the pipeline activities default filter.

Improve the sale team form view.

Task-2277242

closes odoo/odoo#52965

Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
This commit is contained in:
std-odoo
2020-06-15 13:36:36 +00:00
parent 8df6aec234
commit 65d89ad132
4 changed files with 11 additions and 8 deletions
@@ -53,9 +53,9 @@
<separator/>
<filter string="Won" name="won" domain="[('stage_id.is_won', '=', True)]"/>
<separator/>
<filter string="Completed Last 365 Days" name="completion_date" domain="[
<filter string="Trailing 12 months" name="completion_date" domain="[
('date', '>=', (datetime.datetime.combine(context_today() + relativedelta(days=-365), datetime.time(0,0,0)).to_utc()).strftime('%Y-%m-%d %H:%M:%S')),
('date', '&lt;', (datetime.datetime.combine(context_today(), datetime.time(0,0,0)).to_utc()).strftime('%Y-%m-%d %H:%M:%S'))]"/>
('date', '>=', (datetime.datetime.combine(context_today(), datetime.time(0,0,0)).to_utc()).strftime('%Y-%m-%d %H:%M:%S'))]"/>
<separator/>
<filter name="filter_date" date="date"/>
<separator/>
+4 -3
View File
@@ -45,7 +45,7 @@
<label for="name" class="oe_edit_only" string="Lead" attrs="{'invisible': [('type', '=', 'opportunity')]}"/>
<label for="name" class="oe_edit_only" attrs="{'invisible': [('type', '=', 'lead')]}"/>
<h1><field name="name" placeholder="e.g. Product Pricing"/></h1>
<h2 class="o_row row no-gutters d-flex">
<h2 class="o_row row no-gutters d-flex align-items-end">
<div class="col" attrs="{'invisible': [('type', '=', 'lead')]}">
<label for="planned_revenue" class="oe_edit_only" />
<div class="o_row">
@@ -238,7 +238,7 @@
</group>
</group>
</page>
<page name="lead" string="Follow-up" attrs="{'invisible': [('type', '=', 'lead')]}">
<page name="lead" string="Extra Information" attrs="{'invisible': [('type', '=', 'lead')]}">
<group>
<group string="Contact Information">
<field name="partner_name"/>
@@ -252,7 +252,7 @@
<field name="country_id" placeholder="Country" class="o_address_country" options='{"no_open": True, "no_create": True}'/>
</div>
<field name="website" widget="url" placeholder="e.g. https://www.odoo.com"/>
<field name="lang_id"/>
<field name="lang_id" options="{'no_create': True}"/>
</group>
<group class="mt48">
<label for="contact_name"/>
@@ -405,6 +405,7 @@
<field name="name" placeholder="e.g. Product Pricing" />
<field name="email_from" string="Email" />
<field name="phone" string="Phone" />
<label for="planned_revenue"/>
<div class="o_row">
<field name="planned_revenue" class="oe_inline mr-5" widget="monetary" options="{'currency_field': 'company_currency'}"/>
<field name="priority" class="oe_inline" nolabel="1" widget="priority"/>
+4 -2
View File
@@ -126,8 +126,10 @@
<field name="alias_id" class="oe_read_only oe_inline"
string="Email Alias" required="0"/>
<div class="oe_edit_only oe_inline" name="edit_alias" style="display: inline;" >
<field name="alias_name" class="oe_inline"/>@<field name="alias_domain" class="oe_inline" readonly="1"/>
<button icon="fa-arrow-right" type="action" name="%(base_setup.action_general_configuration)d" string="Configure a custom domain" class="btn-link" attrs="{'invisible': [('alias_domain', '!=', False)]}"/>
<div attrs="{'invisible': [('alias_domain', '=', False)]}">
<field name="alias_name" class="oe_inline"/>@<field name="alias_domain" class="oe_inline" readonly="1"/>
</div>
<button icon="fa-arrow-right" type="action" name="%(base_setup.action_general_configuration)d" string="Configure a custom domain" class="p-0 btn-link" attrs="{'invisible': [('alias_domain', '!=', False)]}"/>
</div>
</div>
<field name="alias_contact"
+1 -1
View File
@@ -11,7 +11,7 @@
<field name="use_quotations"/><label for="use_quotations"/>
</div>
</xpath>
<xpath expr="//field[@name='user_id']" position="after">
<xpath expr="//group[@name='right']" position="inside">
<field name="invoiced_target" widget="monetary"/>
</xpath>
</field>