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[IMP]crm: Improved a state field based on stage

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bzr revid: mma@tinyerp.com-20120406091623-9nqb5lryhueku068
This commit is contained in:
Mayur Maheshwari (OpenERP)
2012-04-06 14:46:23 +05:30
parent 0634b27f7c
commit 7967ba417d
4 changed files with 15 additions and 12 deletions
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addons/crm/crm.py
+6
View File
@@ -71,12 +71,18 @@ class crm_case_stage(osv.osv):
'on_change': fields.boolean('Change Probability Automatically', help="Setting this stage will change the probability automatically on the opportunity."),
'requirements': fields.text('Requirements'),
'section_ids':fields.many2many('crm.case.section', 'section_stage_rel', 'stage_id', 'section_id', 'Sections'),
'state': fields.selection(AVAILABLE_STATES, 'State', size=16,
help='The state is set to \'Draft\', when a case is created.\
\nIf the case is in progress the state is set to \'Open\'.\
\nWhen the case is over, the state is set to \'Done\'.\
\nIf the case needs to be reviewed then the state is set to \'Pending\'.'),
'case_default': fields.boolean('Common to All Teams', 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."),
}
_defaults = {
'sequence': lambda *args: 1,
'probability': lambda *args: 0.0,
'state': lambda *a: 'draft',
}
class crm_case_section(osv.osv):
addons/crm/crm_lead.py
+1 -5
View File
@@ -175,11 +175,7 @@ class crm_lead(crm_case, osv.osv):
multi='day_open', type="float", store=True),
'day_close': fields.function(_compute_day, string='Days to Close', \
multi='day_close', type="float", store=True),
'state': fields.selection(crm.AVAILABLE_STATES, 'State', size=16, readonly=True,
help='The state is set to \'Draft\', when a case is created.\
\nIf the case is in progress the state is set to \'Open\'.\
\nWhen the case is over, the state is set to \'Done\'.\
\nIf the case needs to be reviewed then the state is set to \'Pending\'.'),
'state': fields.related('stage_id','state', type='char', selection=crm.AVAILABLE_STATES, string="State", store=True, readonly=True),
'message_ids': fields.one2many('mail.message', 'res_id', 'Messages', domain=[('model','=',_name)]),
'subjects': fields.function(_get_email_subject, fnct_search=_history_search, string='Subject of Email', type='char', size=64),
addons/crm/crm_lead_view.xml
+7 -7
View File
@@ -503,8 +503,8 @@
<separator colspan="4" string="Details"/>
<field name="description" nolabel="1" colspan="4"/>
<separator colspan="4"/>
<group col="10" colspan="4">
<separator colspan="4" groups="base.group_no_one"/>
<group col="10" colspan="4" groups="base.group_no_one">
<field name="state" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
<button name="case_cancel" string="Cancel" states="draft" type="object" icon="gtk-cancel" />
<button name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="gtk-cancel" />
@@ -618,7 +618,7 @@
<field name="user_id"/>
<field name="priority" invisible="1"/>
<field name="categ_id" invisible="1"/>
<field name="state"/>
<field name="state" groups="base.group_no_one"/>
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" />
<button name="case_pending" string="Pending" states="open,draft" type="object" icon="gtk-media-pause" />
<button name="case_mark_lost" string="Lost" states="open,pending" type="object" icon="gtk-cancel" />
@@ -638,15 +638,15 @@
<filter icon="terp-check"
string="New" help="New Opportunities"
name="new"
domain="[('state','=','draft')]"/>
domain="[('state','=','draft')]" groups="base.group_no_one"/>
<filter icon="terp-camera_test"
string="Open" help="Open Opportunities"
name="open"
domain="[('state','=','open')]"/>
domain="[('state','=','open')]" groups="base.group_no_one"/>
<filter icon="terp-gtk-media-pause"
string="Pending" help="Pending Opportunities"
name="pending"
domain="[('state','=','pending')]"/>
domain="[('state','=','pending')]" groups="base.group_no_one"/>
<separator orientation="vertical"/>
<field name="name" string="Opportunity / Customer"
filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
@@ -679,7 +679,7 @@
<filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
<filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}" groups="base.group_extended"/>
<filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
<filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
<filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}" groups="base.group_no_one"/>
<separator orientation="vertical" />
<filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
<filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
addons/crm/crm_view.xml
+1
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@@ -162,6 +162,7 @@
<field name="on_change"/>
<field name="case_default"/>
<field name="sequence"/>
<field name="state"/>
</group>
<separator string="Requirements" colspan="4"/>
<field name="requirements" nolabel="1" colspan="4"/>