[IMP] crm: kanban customization
- stage model: add field holding the eventual specific legends for kanban tates and star (priority) management - crm.lead kanban: use kanban column using group_by_tooltip - update data and demo data
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@@ -128,6 +128,9 @@ class crm_stage(osv.Model):
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help="Link between stages and sales teams. When set, this limitate the current stage to the selected sales teams."),
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'case_default': fields.boolean('Default to New Sales Team',
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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."),
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'legend_priority': fields.text(
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'Priority Management Explanation', translate=True,
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help='Explanation text to help users using the star and priority mechanism on stages or issues that are in this stage.'),
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'fold': fields.boolean('Folded in Kanban View',
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help='This stage is folded in the kanban view when'
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'there are no records in that stage to display.'),
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@@ -275,7 +275,7 @@
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<field name="model">crm.lead</field>
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<field name="arch" type="xml">
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<kanban default_group_by="stage_id">
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<field name="stage_id"/>
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<field name="stage_id" options='{"group_by_tooltip": {"description": "Description", "legend_priority": "Use of stars"}}'/>
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<field name="color"/>
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<field name="priority"/>
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<field name="planned_revenue" sum="Expected Revenues"/>
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@@ -107,7 +107,7 @@
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<menuitem action="crm_tracking_source_action" id="menu_crm_tracking_source" parent="base.menu_crm_config_lead" sequence="4" groups="base.group_no_one"/>
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<!-- CRM Stage Tree View -->
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<!-- CRM STAGE VIEWS -->
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<record model="ir.ui.view" id="crm_stage_tree">
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<field name="name">crm.stage.tree</field>
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@@ -122,8 +122,6 @@
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</field>
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</record>
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<!-- CRM Stage Form View -->
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<record model="ir.ui.view" id="crm_stage_form">
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<field name="name">crm.stage.form</field>
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<field name="model">crm.stage</field>
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@@ -136,13 +134,13 @@
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<field name="sequence"/>
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<field name="type"/>
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<field name="probability"/>
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<field name="case_default" groups="base.group_multi_salesteams"/>
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</group>
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<group>
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<field name="fold"/>
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<field name="on_change"/>
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<field name="case_default" groups="base.group_multi_salesteams"/>
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<field name="legend_priority"/>
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</group>
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</group>
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<separator string="Requirements"/>
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<field name="requirements" nolabel="1"/>
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