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[IMP] crm: stage management
Stages are now sales team dependant, and not shared anymore. This comes with a sales-team way of working : - sales team is the entrance point, click on the big Pipeline button to see the opportunities pipeline of this specific sales team - no more opportunities menu entry, as you should come from a sales team - leads are still sales-team agnostic The stage management has been updated : - Won is still a stage (probability=100, onchange=1). - Lost is not a stage anymore. Lost is equivalent to archiving. Archiving uses the active field. Setting a lead or an opportunity as lost set them as unactive. Downside of the no more share policy: multi sales team opportunities management can quickly become complicated. Indeed you may have stages with the same name, not being the same stage, therefore not displayed in the same column. Grouping on the stage name leads to other issues (sequencing incoherence, impossible to drag n drop), so this is not an option.
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- addons/crm/__openerp__.py 1 addition, 0 deletionsaddons/crm/__openerp__.py
- addons/crm/crm_demo.xml 0 additions, 6 deletionsaddons/crm/crm_demo.xml
- addons/crm/crm_lead.py 25 additions, 37 deletionsaddons/crm/crm_lead.py
- addons/crm/crm_lead_menu.xml 2 additions, 4 deletionsaddons/crm/crm_lead_menu.xml
- addons/crm/crm_lead_view.xml 51 additions, 11 deletionsaddons/crm/crm_lead_view.xml
- addons/crm/crm_stage.py 6 additions, 2 deletionsaddons/crm/crm_stage.py
- addons/crm/crm_stage_views.xml 3 additions, 10 deletionsaddons/crm/crm_stage_views.xml
- addons/crm/data/crm_stage_data.xml 23 additions, 0 deletionsaddons/crm/data/crm_stage_data.xml
- addons/crm/data/crm_stage_demo.xml 35 additions, 31 deletionsaddons/crm/data/crm_stage_demo.xml
- addons/crm/sales_team.py 21 additions, 0 deletionsaddons/crm/sales_team.py
- addons/crm/test/crm_lead_find_stage.yml 3 additions, 12 deletionsaddons/crm/test/crm_lead_find_stage.yml
- addons/crm/test/lead2opportunity2win.yml 0 additions, 2 deletionsaddons/crm/test/lead2opportunity2win.yml
- addons/crm_partner_assign/report/crm_lead_report.py 3 additions, 3 deletionsaddons/crm_partner_assign/report/crm_lead_report.py
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