[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
This commit is contained in:
Thibault Delavallée
2014-11-13 11:41:06 +01:00
parent dd343c8633
commit e9d7ea6bb8
3 changed files with 7 additions and 6 deletions
+3
View File
@@ -128,6 +128,9 @@ class crm_stage(osv.Model):
help="Link between stages and sales teams. When set, this limitate the current stage to the selected sales teams."),
'case_default': fields.boolean('Default to New Sales Team',
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."),
'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',
help='This stage is folded in the kanban view when'
'there are no records in that stage to display.'),
+1 -1
View File
@@ -275,7 +275,7 @@
<field name="model">crm.lead</field>
<field name="arch" type="xml">
<kanban default_group_by="stage_id">
<field name="stage_id"/>
<field name="stage_id" options='{"group_by_tooltip": {"description": "Description", "legend_priority": "Use of stars"}}'/>
<field name="color"/>
<field name="priority"/>
<field name="planned_revenue" sum="Expected Revenues"/>
+3 -5
View File
@@ -107,7 +107,7 @@
<menuitem action="crm_tracking_source_action" id="menu_crm_tracking_source" parent="base.menu_crm_config_lead" sequence="4" groups="base.group_no_one"/>
<!-- CRM Stage Tree View -->
<!-- CRM STAGE VIEWS -->
<record model="ir.ui.view" id="crm_stage_tree">
<field name="name">crm.stage.tree</field>
@@ -122,8 +122,6 @@
</field>
</record>
<!-- CRM Stage Form View -->
<record model="ir.ui.view" id="crm_stage_form">
<field name="name">crm.stage.form</field>
<field name="model">crm.stage</field>
@@ -136,13 +134,13 @@
<field name="sequence"/>
<field name="type"/>
<field name="probability"/>
<field name="case_default" groups="base.group_multi_salesteams"/>
</group>
<group>
<field name="fold"/>
<field name="on_change"/>
<field name="case_default" groups="base.group_multi_salesteams"/>
<field name="legend_priority"/>
</group>
</group>
<separator string="Requirements"/>
<field name="requirements" nolabel="1"/>