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[IMP] crm_case_stage: added a 'type' selection field, to separated stages dedicated to leads to fields dedicated to opportunities (or for both). Updated views. 

bzr revid: tde@openerp.com-20120524091024-2xt5gvbe7xa8w1uy
This commit is contained in:
Thibault Delavallée 2012-05-24 11:10:24 +02:00
parent 74cce44386
commit 0cecb7a89b
4 changed files with 44 additions and 6 deletions
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6
addons/crm/crm.py
View File

@ -78,6 +78,11 @@ class crm_case_stage(osv.osv):
'state': fields.selection(AVAILABLE_STATES, 'State', required=True, help="The related state for the stage. The state of your document will automatically change regarding the selected stage. For example, if a stage is related to the state 'Close', when your document reaches this stage, it will be automatically have the 'closed' state."),
'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."),
'fold': fields.boolean('Hide in Views when Empty', help="This stage is not visible, for example in status bar or kanban view, when there are no records in that stage to display."),
'type': fields.selection([ ('lead','Lead'),
('opportunity', 'Opportunity'),
('both', 'Both')],
string='Type', size=16, required=True,
help="This field is used to distinguish stages related to Leads from stages related to Opportunities, or to specify stages available for both types."),
}
_defaults = {
@ -85,6 +90,7 @@ class crm_case_stage(osv.osv):
'probability': lambda *args: 0.0,
'state': 'draft',
'fold': False,
'type': 'both',
}
class crm_case_section(osv.osv):

39
addons/crm/crm_lead_data.xml
View File

@ -11,49 +11,76 @@
<field eval="1" name="case_default"/>
<field name="state">draft</field>
<field eval="'10'" name="probability"/>
<field eval="'11'" name="sequence"/>
<field eval="'10'" name="sequence"/>
<field name="type">both</field>
</record>
<record model="crm.case.stage" id="stage_lead2">
<field name="name">Opportunity</field>
<field eval="1" name="case_default"/>
<field name="state">open</field>
<field eval="'20'" name="probability"/>
<field eval="'11'" name="sequence"/>
<field name="type">lead</field>
</record>
<record model="crm.case.stage" id="stage_lead3">
<field name="name">Qualification</field>
<field eval="1" name="case_default"/>
<field name="state">open</field>
<field eval="'20'" name="probability"/>
<field eval="'12'" name="sequence"/>
<field name="type">opportunity</field>
</record>
<record model="crm.case.stage" id="stage_lead3">
<record model="crm.case.stage" id="stage_lead4">
<field name="name">Proposition</field>
<field eval="1" name="case_default"/>
<field name="state">open</field>
<field eval="'40'" name="probability"/>
<field eval="'13'" name="sequence"/>
<field name="type">opportunity</field>
</record>
<record model="crm.case.stage" id="stage_lead4">
<record model="crm.case.stage" id="stage_lead5">
<field name="name">Negotiation</field>
<field eval="1" name="case_default"/>
<field name="state">open</field>
<field eval="'60'" name="probability"/>
<field eval="'14'" name="sequence"/>
<field name="type">opportunity</field>
</record>
<record model="crm.case.stage" id="stage_lead5">
<record model="crm.case.stage" id="stage_lead6">
<field name="name">Won</field>
<field eval="1" name="case_default"/>
<field name="state">done</field>
<field eval="'100'" name="probability"/>
<field eval="'15'" name="sequence"/>
<field eval="1" name="on_change"/>
<field name="type">opportunity</field>
</record>
<record model="crm.case.stage" id="stage_lead6">
<record model="crm.case.stage" id="stage_lead7">
<field name="name">Dead</field>
<field eval="1" name="case_default"/>
<field eval="True" name="fold"/>
<field name="state">cancel</field>
<field eval="'0'" name="probability"/>
<field eval="'16'" name="sequence"/>
<field name="type">lead</field>
</record>
<record model="crm.case.stage" id="stage_lead8">
<field name="name">Lost</field>
<field eval="1" name="case_default"/>
<field eval="True" name="fold"/>
<field name="state">cancel</field>
<field eval="'0'" name="probability"/>
<field eval="'17'" name="sequence"/>
<field name="type">opportunity</field>
</record>
<record model="crm.case.section" id="section_sales_department">
<field name="name">Sales Department</field>
<field name="code">Sales</field>
<field name="stage_ids" eval="[(4, ref('stage_lead1')), (4, ref('stage_lead2')), (4, ref('stage_lead3')), (4, ref('stage_lead4')), (4, ref('stage_lead5')), (4, ref('stage_lead6'))]"/>
<field name="stage_ids" eval="[ (4, ref('stage_lead1')), (4, ref('stage_lead2')),
(4, ref('stage_lead3')), (4, ref('stage_lead4')),
(4, ref('stage_lead5')), (4, ref('stage_lead6')),
(4, ref('stage_lead7')), (4, ref('stage_lead8'))]"/>
</record>
<!-- Crm campain -->

2
addons/crm/crm_lead_view.xml
View File

@ -14,6 +14,8 @@
<field name="arch" type="xml">
<search string="Stage Search">
<field name="name"/>
<field name="state"/>
<field name="type"/>
</search>
</field>
</record>

3
addons/crm/crm_view.xml
View File

@ -144,6 +144,7 @@
<field name="name"/>
<field name="probability"/>
<field name="state"/>
<field name="type"/>
</tree>
</field>
</record>
@ -164,6 +165,8 @@
<field name="case_default"/>
<field name="sequence"/>
<field name="state"/>
<field name="fold"/>
<field name="type"/>
</group>
<separator string="Requirements" colspan="4"/>
<field name="requirements" nolabel="1" colspan="4"/>