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[IMP] crm,hr_equipment,hr_recruitment,project,sale_crm,base,l10n_gr: Small UX improvements

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crm:
- Move crm.lead.tag data to demo
- Rename Folded in Kanban view to Folded in Pipeline
hr_equipment:
- Rename Folded in Kanban View to Folded in Recruitment Pipe
hr_recruitment:
- Rename Folded in Kanban View to Folded in Recruitment Pipe
l10n_gr:
- Jump back to accounting dashboard after install
Project:
- Rename Folded in Kanban View to Folded in Tasks Pipeline
Sale_crm:
- Create a quote from an opportunity sets the right sales team automatically
Base:
- Move the tags
This commit is contained in:
Yannick Tivisse
2015-08-21 10:41:02 +02:00
parent 45911338c1
commit cddc6af130
10 changed files with 59 additions and 43 deletions
Download Patch File Download Diff File Expand all files Collapse all files
addons/crm/crm_lead_data.xml
-34
View File
@@ -2,40 +2,6 @@
<openerp>
<data noupdate="1">
<!-- crm categories -->
<record model="crm.lead.tag" id="categ_oppor1">
<field name="name">Product</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
</record>
<record model="crm.lead.tag" id="categ_oppor2">
<field name="name">Software</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
</record>
<record model="crm.lead.tag" id="categ_oppor3">
<field name="name">Services</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
</record>
<record model="crm.lead.tag" id="categ_oppor4">
<field name="name">Information</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
</record>
<record model="crm.lead.tag" id="categ_oppor5">
<field name="name">Design</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
</record>
<record model="crm.lead.tag" id="categ_oppor6">
<field name="name">Training</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
</record>
<record model="crm.lead.tag" id="categ_oppor7">
<field name="name">Consulting</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
</record>
<record model="crm.lead.tag" id="categ_oppor8">
<field name="name">Other</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
</record>
<!-- CRM-related subtypes for messaging / Chatter -->
<record id="mt_lead_create" model="mail.message.subtype">
<field name="name">Lead Created</field>
addons/crm/crm_lead_demo.xml
+34
View File
@@ -2,6 +2,40 @@
<openerp>
<data noupdate="1">
<!-- crm categories -->
<record model="crm.lead.tag" id="categ_oppor1">
<field name="name">Product</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
</record>
<record model="crm.lead.tag" id="categ_oppor2">
<field name="name">Software</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
</record>
<record model="crm.lead.tag" id="categ_oppor3">
<field name="name">Services</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
</record>
<record model="crm.lead.tag" id="categ_oppor4">
<field name="name">Information</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
</record>
<record model="crm.lead.tag" id="categ_oppor5">
<field name="name">Design</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
</record>
<record model="crm.lead.tag" id="categ_oppor6">
<field name="name">Training</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
</record>
<record model="crm.lead.tag" id="categ_oppor7">
<field name="name">Consulting</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
</record>
<record model="crm.lead.tag" id="categ_oppor8">
<field name="name">Other</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
</record>
<!-- Demo Leads -->
<record id="crm_case_1" model="crm.lead">
<field name="type">lead</field>
addons/crm/crm_lead_view.xml
+1 -1
View File
@@ -447,7 +447,7 @@
<h2 class="o_row">
<div>
<label for="planned_revenue" class="oe_edit_only"/>
<label for="planned_revenue" class="oe_edit_only" />
<div class="o_row">
<field name="company_currency" invisible="1"/>
<field name="planned_revenue" widget='monetary' options="{'currency_field': 'company_currency'}"/>
addons/crm/crm_stage.py
+1 -1
View File
@@ -36,7 +36,7 @@ class crm_stage(osv.Model):
'legend_priority': fields.text(
'Priority Management Explanation', translate=True,
help='Explanation text to help users using the star and priority mechanism on stages or issues that are in this stage.'),
'fold': fields.boolean('Folded in Kanban View',
'fold': fields.boolean('Folded in Pipeline',
help='This stage is folded in the kanban view when'
'there are no records in that stage to display.'),
'type': fields.selection([('lead', 'Lead'), ('opportunity', 'Opportunity'), ('both', 'Both')],
addons/hr_equipment/models/hr_equipment.py
+2 -2
View File
@@ -14,7 +14,7 @@ class HrEquipmentStage(models.Model):
name = fields.Char('Name', required=True, translate=True)
sequence = fields.Integer('Sequence', default=20)
fold = fields.Boolean('Folded in Kanban View')
fold = fields.Boolean('Folded in Recruitment Pipe')
class HrEquipmentCategory(models.Model):
@@ -40,7 +40,7 @@ class HrEquipmentCategory(models.Model):
'mail.alias', 'Alias', ondelete='cascade', required=True,
help="Email alias for this equipment category. New emails will automatically "
"create new maintenance request for this equipment category.")
fold = fields.Boolean(string='Folded in Kanban View', compute='_compute_fold', store=True)
fold = fields.Boolean(string='Folded in Maintenance Pipe', compute='_compute_fold', store=True)
@api.multi
def _compute_equipment_count(self):
addons/hr_recruitment/models/hr_recruitment.py
+1 -1
View File
@@ -63,7 +63,7 @@ class RecruitmentStage(models.Model):
'mail.template', "Use template",
help="If set, a message is posted on the applicant using the template when the applicant is set to the stage.")
fold = fields.Boolean(
"Folded in Kanban View",
"Folded in Recruitment Pipe",
help="This stage is folded in the kanban view when there are no records in that stage to display.")
addons/l10n_gr/account_full_chart.xml
+12
View File
@@ -1,5 +1,17 @@
<?xml version="1.0" encoding="utf-8"?>
<openerp>
<data noupdate="1">
<record id="action_client_l10n_gr_menu" model="ir.actions.client">
<field name="name">Open Account Dashboard Menu</field>
<field name="tag">reload</field>
<field name="params" eval="{'menu_id': ref('account.menu_board_journal_1')}"/>
</record>
<record id="base.open_menu" model="ir.actions.todo">
<field name="action_id" ref="action_client_l10n_gr_menu"/>
<field name="state">open</field>
</record>
</data>
<data noupdate="False">
<record id="chartgr_38_07" model="account.account.template">
<field name="code">38.07</field>
addons/project/project.py
+1 -1
View File
@@ -34,7 +34,7 @@ class project_task_type(osv.osv):
'legend_normal': fields.char(
'Kanban Ongoing Explanation', translate=True,
help='Override the default value displayed for the normal state for kanban selection, when the task or issue is in that stage.'),
'fold': fields.boolean('Folded in Kanban View',
'fold': fields.boolean('Folded in Tasks Pipeline',
help='This stage is folded in the kanban view when '
'there are no records in that stage to display.'),
}
addons/sale_crm/sale_crm_view.xml
+6 -2
View File
@@ -25,9 +25,13 @@
<data>
<xpath expr="//field[@name='stage_id']" position="before">
<button attrs="{'invisible': [('probability', '=', 0)]}" string="New Quotation" name="%(sale_action_quotations_new)d" type="action" class="oe_highlight"
context="{'search_default_partner_id': partner_id, 'default_partner_id': partner_id}"/>
context="{'search_default_partner_id': partner_id,
'default_partner_id': partner_id,
'default_team_id': team_id}"/>
<button attrs="{'invisible': [('probability', '>', 0)]}" string="New Quotation" name="%(sale_action_quotations_new)d" type="action"
context="{'search_default_partner_id': partner_id, 'default_partner_id': partner_id}"/>
context="{'search_default_partner_id': partner_id,
'default_partner_id': partner_id,
'default_team_id': team_id}"/>
</xpath>
<div name="button_box" position="inside">
<button class="oe_stat_button" type="action"
openerp/addons/base/res/res_partner_view.xml
+1 -1
View File
@@ -158,7 +158,6 @@
domain="[('is_company', '=', True)]" context="{'default_is_company': True, 'default_supplier': supplier, 'default_customer': customer}"
attrs="{'invisible': [('is_company','=', True),('parent_id', '=', False)]}"
on_change="onchange_parent_id(parent_id)"/>
<field name="category_id" widget="many2many_tags" placeholder="Tags..."/>
</div>
</div>
@@ -198,6 +197,7 @@
<field name="title" options='{"no_open": True}'
attrs="{'invisible': [('is_company', '=', True)]}"/>
<field name="lang"/>
<field name="category_id" widget="many2many_tags" placeholder="Tags..."/>
</group>
</group>