[IMP] crm[_sms]: align crm list view with "My Activities" view
Some of the feature of the "My Activities" list view of the crm app were not
available on the regular crm tree view.
This commit aligns the 2 views by sharing these features, notably:
- You can "snooze" your next activity if there is one
- You can contact the lead by email with a direct button on the row/list header
- You can contact the lead by sms with a direct button on the row/list header
The "team_id" column is now optional="hide" since not required most of the time
when you go to check your own leads (and can be activated in a few clicks if
needed).
Finally, the "Email" action at the end of the tree row is now in "single" mode
to allow adding contacts on the fly. This implied re-introducing an action that
was recently removed in 8c65d7c5f7
Further demonstrating that R&D is just an eternal loop.
UPG PR odoo/upgrade#2064
Task-2390500
closes odoo/odoo#62289
Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
This commit is contained in:
Aurélien Warnon
@@ -619,6 +619,19 @@
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<!--
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MASS MAILING
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-->
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<record id="action_lead_mail_compose" model="ir.actions.act_window">
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<field name="name">Send email</field>
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<field name="res_model">mail.compose.message</field>
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<field name="view_mode">form</field>
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<field name="target">new</field>
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<field name="context" eval="{
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'default_composition_mode': 'comment',
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'default_use_template': False,
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}"/>
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<field name="binding_model_id" ref="model_crm_lead"/>
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<field name="binding_view_types">form</field>
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</record>
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<record id="action_lead_mass_mail" model="ir.actions.act_window">
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<field name="name">Send email</field>
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<field name="res_model">mail.compose.message</field>
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@@ -642,6 +655,9 @@
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<field name="priority">1</field>
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<field name="arch" type="xml">
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<tree string="Opportunities" sample="1" multi_edit="1">
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<header>
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<button name="%(crm.action_lead_mass_mail)d" type="action" string="Email" />
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</header>
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<field name="date_deadline" invisible="1"/>
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<field name="create_date" optional="hide"/>
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<field name="name" string="Opportunity" readonly="1"/>
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@@ -654,7 +670,7 @@
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<field name="state_id" optional="hide"/>
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<field name="country_id" optional="hide" options="{'no_open': True, 'no_create': True}"/>
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<field name="user_id" widget="many2one_avatar_user" optional="show" domain="[('share', '=', False)]"/>
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<field name="team_id" optional="show"/>
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<field name="team_id" optional="hide"/>
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<field name="priority" optional="hide"/>
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<field name="activity_ids" widget="list_activity"/>
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<field name="activity_user_id" optional="hide" string="Activity by" widget="many2one_avatar_user"/>
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@@ -673,6 +689,9 @@
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<field name="tag_ids" optional="hide" widget="many2many_tags" options="{'color_field': 'color'}"/>
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<field name="referred" invisible="1"/>
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<field name="message_needaction" invisible="1"/>
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<button name="action_snooze" class="text-warning" type="object" string="Snooze 7d" icon="fa-bell-slash"
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attrs="{'invisible': [('activity_date_deadline_my', '=', False)]}"/>
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<button name="%(crm.action_lead_mail_compose)d" type="action" string="Email" icon="fa-envelope"/>
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</tree>
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</field>
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</record>
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@@ -687,21 +706,12 @@
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<xpath expr="//tree" position="attributes">
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<attribute name="default_order">activity_date_deadline_my</attribute>
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</xpath>
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<xpath expr="//tree" position="inside">
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<header>
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<button name="%(crm.action_lead_mass_mail)d" type="action" string="Email" />
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</header>
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</xpath>
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<field name="user_id" position="attributes">
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<attribute name="optional">hide</attribute>
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</field>
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<field name="team_id" position="attributes">
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<attribute name="optional">hide</attribute>
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</field>
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<field name="message_needaction" position="after">
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<button name="action_snooze" class="text-warning" type="object" string="Snooze 7d" icon="fa-bell-slash" />
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<button name="%(crm.action_lead_mass_mail)d" type="action" string="Email" icon="fa-envelope"/>
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</field>
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</field>
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</record>
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@@ -3,7 +3,7 @@
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{
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'name': 'SMS in CRM',
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'version': '1.0',
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'version': '1.1',
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'category': 'Sales/CRM',
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'summary': 'Add SMS capabilities to CRM',
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'description': "",
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@@ -27,15 +27,15 @@
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<field name="binding_view_types">form</field>
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</record>
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<record id="crm_lead_view_list_activities" model="ir.ui.view">
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<field name="name">crm.lead.view.list.activities.inherit.sms</field>
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<record id="crm_case_tree_view_oppor" model="ir.ui.view">
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<field name="name">crm.lead.tree.opportunity.inherit.sms</field>
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<field name="model">crm.lead</field>
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<field name="inherit_id" ref="crm.crm_lead_view_list_activities"/>
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<field name="inherit_id" ref="crm.crm_case_tree_view_oppor"/>
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<field name="arch" type="xml">
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<xpath expr="//header" position="inside">
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<button name="%(crm_sms.crm_lead_act_window_sms_composer_single)d" type="action" string="SMS" />
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</xpath>
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<xpath expr="//button[@name='%(crm.action_lead_mass_mail)d']" position="after">
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<xpath expr="//button[@name='%(crm.action_lead_mail_compose)d']" position="after">
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<button name="%(crm_sms.crm_lead_act_window_sms_composer_multi)d" type="action" string="SMS" icon="fa-comments" />
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</xpath>
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</field>
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