[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

diff --git a/addons/crm/crm.py b/addons/crm/crm.py
index ebba6e1..045b68f 100644 (file)
--- a/addons/crm/crm.py
+++ b/addons/crm/crm.py
@@ -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.'),

diff --git a/addons/crm/crm_lead_view.xml b/addons/crm/crm_lead_view.xml
index 7cb7762..e50e35e 100644 (file)
--- a/addons/crm/crm_lead_view.xml
+++ b/addons/crm/crm_lead_view.xml
@@ -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"/>

diff --git a/addons/crm/crm_view.xml b/addons/crm/crm_view.xml
index 1fb8696..af8cb59 100644 (file)
--- a/addons/crm/crm_view.xml
+++ b/addons/crm/crm_view.xml
@@ -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"/>