crm claims and helpdesk reports should be in Sales Report menu, not in project
The sales report menu is now defined in sales_team, which is a common dependance between crm and sales, instead of redefining this menu in each modules
We keep fold, because it has a meaning in kanban view, and is kind of
'drop' stage, for won / lost / cancel / dead.
New stage is now the stage with the lower sequence, not necessarily the
stage with sequence 1. Note that this could break the _track because it
checks for stages with sequence <= 1; however with OpenERP values it
works fine. In some specific stage configuration, some subtypes could
not be tracked precisely.
bzr revid: tde@openerp.com-20131023100429-a3vfxi5zkn18v6qq
After some experiments, having colors does not seem to give an
usable result on statusbar widget. Indeed we need to have the
current stage highlited, and maybe something to tell that some
stages have a special meaning and/or are the end of the pipe.
The closed field already gives that meaning.
Moreover the issue with the statusbar widget is that it indicates
state and action. Having both dimensions with colors / icons
is quite difficult to understand. We therefore stand on a simpler
version of the widget, only with stages and the current stage
highlighted.
bzr revid: tde@openerp.com-20131021104912-8ybhw0svdoghheh3
- stages: added some fields
-- closed: indicates whether this stage close the working process, for
example task ended, lead lost, applicant hired
-- bar_fold: whether to hide the state in the statusbar; this is different
from fold that is used for kanban views. Viewing a pipe or a specific
record are effectively different things and should use different fields.
-- bar_color: field to customize the stage in the statusbar (still WIP)
- impacted addons: crm, project, project_issue, hr_recruitment
- removed 'closed' addition in project_mrp as this is now in base project
module
bzr revid: tde@openerp.com-20131018132120-h0pv01q2bagtp99x
After a short conversation with fp, al, odo, abo: it seems that it would be nice for usability's sake to remove restrictions on leads deletion, in the CRM module.
This condition on leads' state was introduced several years ago by fp to avoid unfortunate misclicks. It has been followed by another one bypassing the first one in case where the sales team had the allow_unlink flag set.
Since the Delete button has been thrown away in the More menu, it shouldn't get misclicked anymore, preventing damages in the CRM pipe. This will simplify access rights for users: if you want to delete a lead, you can, whatever its state, whatever its sales team.
Access restriction is still possible though by creating a record rule with a domain on the lead.state.
lp bug: https://launchpad.net/bugs/1078037 fixed
bzr revid: abo@openerp.com-20121112180144-utqcm39etuuzxdsu