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[IMP] website_crm_partner_assign: add data, action helper and rename menu

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- For sake of having basic config for 'Partner Level' and 'Activation'
  in contact form view (until user discovers the dedicated menus under
  CRM > Configuration > Resellers) in blank db, this commit moves the
  demo data related to 'Partner Level' to data, and adds new data for
  'Activation', in following sequence:

  - Fully-Operation
  - Ramp-up
  - First Contact

  Also, higher ranks for partner level and activation are considered
  better, and so the tree views for them now display the records in
  the order of their rank (highest on top).

  Note that with this commit, we remove 'Platinum' partner level and
  it's references that were available in demo data.

- Apart from that in this commit we have also done these changes,
  - Renames the menu 'Partner Level' to 'Partner Levels' and adds
    action helper for the same.
  - Adds action helper for the 'Partner Activations' menu.

TaskID-2443894
closes https://github.com/odoo/odoo/pull/67524

Part-of: odoo/odoo#67524
This commit is contained in:
ijas ahammed
2021-10-19 15:58:48 +00:00
parent 7e7c16534b
commit b28aae2a71
7 changed files with 61 additions and 48 deletions
Download Patch File Download Diff File Expand all files Collapse all files
addons/website_crm_partner_assign/__manifest__.py
+2
View File
@@ -27,6 +27,8 @@ The automatic assignment is figured from the weight of partner levels and the ge
'data/crm_lead_merge_template.xml',
'data/crm_tag_data.xml',
'data/mail_template_data.xml',
'data/res_partner_activation_data.xml',
'data/res_partner_grade_data.xml',
'security/ir.model.access.csv',
'security/ir_rule.xml',
'wizard/crm_forward_to_partner_view.xml',
addons/website_crm_partner_assign/data/res_partner_activation_data.xml
+15
View File
@@ -0,0 +1,15 @@
<?xml version="1.0" encoding="UTF-8"?>
<odoo>
<record id="res_partner_activation_data_fully_operational" model="res.partner.activation">
<field name="name">Fully Operational</field>
<field name="sequence">3</field>
</record>
<record id="res_partner_activation_data_ramp_up" model="res.partner.activation">
<field name="name">Ramp-up</field>
<field name="sequence">2</field>
</record>
<record id="res_partner_activation_data_first_contact" model="res.partner.activation">
<field name="name">First Contact</field>
<field name="sequence">1</field>
</record>
</odoo>
addons/website_crm_partner_assign/data/res_partner_demo.xml
+9 -35
View File
@@ -1,70 +1,44 @@
<?xml version="1.0" encoding="UTF-8"?>
<odoo>
<record id="res_partner_grade_platinium" model="res.partner.grade">
<field name="name">Platinum</field>
<field name="sequence">4</field>
</record>
<record id="res_partner_grade_gold" model="res.partner.grade">
<field name="name">Gold</field>
<field name="sequence">3</field>
</record>
<record id="res_partner_grade_silver" model="res.partner.grade">
<field name="name">Silver</field>
<field name="sequence">2</field>
</record>
<record id="res_partner_grade_bronze" model="res.partner.grade">
<field name="name">Bronze</field>
<field name="sequence">1</field>
</record>
<record id="base.res_partner_3" model="res.partner">
<field name="grade_id" ref="res_partner_grade_bronze"/>
<field name="grade_id" ref="res_partner_grade_data_bronze"/>
<field name="partner_weight">10</field>
</record>
<record model="res.partner" id="base.res_partner_2">
<field name="assigned_partner_id" ref="base.res_partner_3"/>
</record>
<record id="base.res_partner_4" model="res.partner">
<field name="grade_id" ref="res_partner_grade_bronze"/>
<field name="grade_id" ref="res_partner_grade_data_bronze"/>
<field name="partner_weight">10</field>
</record>
<record id="base.res_partner_12" model="res.partner">
<field name="grade_id" ref="res_partner_grade_bronze"/>
<field name="grade_id" ref="res_partner_grade_data_bronze"/>
<field name="partner_weight">10</field>
</record>
<record id="base.res_partner_3" model="res.partner">
<field name="grade_id" ref="res_partner_grade_silver"/>
<field name="grade_id" ref="res_partner_grade_data_silver"/>
<field name="partner_weight">10</field>
</record>
<record id="base.res_partner_12" model="res.partner">
<field name="grade_id" ref="res_partner_grade_silver"/>
<field name="grade_id" ref="res_partner_grade_data_silver"/>
<field name="partner_weight">10</field>
</record>
<record id="base.res_partner_12" model="res.partner">
<field name="grade_id" ref="res_partner_grade_silver"/>
<field name="grade_id" ref="res_partner_grade_data_silver"/>
<field name="partner_weight">10</field>
</record>
<record id="base.res_partner_10" model="res.partner">
<field name="grade_id" ref="res_partner_grade_gold"/>
<field name="grade_id" ref="res_partner_grade_data_gold"/>
<field name="partner_weight">10</field>
</record>
<record id="base.res_partner_18" model="res.partner">
<field name="grade_id" ref="res_partner_grade_gold"/>
<field name="grade_id" ref="res_partner_grade_data_gold"/>
<field name="partner_weight">10</field>
</record>
<record id="base.res_partner_1" model="res.partner">
<field name="grade_id" ref="res_partner_grade_gold"/>
<field name="partner_weight">10</field>
</record>
<record id="base.res_partner_12" model="res.partner">
<field name="grade_id" ref="res_partner_grade_platinium"/>
<field name="partner_weight">10</field>
</record>
<record id="base.res_partner_4" model="res.partner">
<field name="grade_id" ref="res_partner_grade_platinium"/>
<field name="grade_id" ref="res_partner_grade_data_gold"/>
<field name="partner_weight">10</field>
</record>
addons/website_crm_partner_assign/data/res_partner_grade_data.xml
+15
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@@ -0,0 +1,15 @@
<?xml version="1.0" encoding="UTF-8"?>
<odoo>
<record id="res_partner_grade_data_gold" model="res.partner.grade">
<field name="name">Gold</field>
<field name="sequence">3</field>
</record>
<record id="res_partner_grade_data_silver" model="res.partner.grade">
<field name="name">Silver</field>
<field name="sequence">2</field>
</record>
<record id="res_partner_grade_data_bronze" model="res.partner.grade">
<field name="name">Bronze</field>
<field name="sequence">1</field>
</record>
</odoo>
addons/website_crm_partner_assign/data/res_partner_grade_demo.xml
+3 -10
View File
@@ -1,21 +1,14 @@
<?xml version="1.0" encoding="UTF-8"?>
<odoo>
<data noupdate="1">
<record id="website_crm_partner_assign.res_partner_grade_platinium" model="res.partner.grade">
<record id="website_crm_partner_assign.res_partner_grade_data_gold" model="res.partner.grade">
<field name="is_published" eval="True" />
</record>
<record id="website_crm_partner_assign.res_partner_grade_gold" model="res.partner.grade">
<record id="website_crm_partner_assign.res_partner_grade_data_silver" model="res.partner.grade">
<field name="is_published" eval="True" />
</record>
<record id="website_crm_partner_assign.res_partner_grade_silver" model="res.partner.grade">
<record id="website_crm_partner_assign.res_partner_grade_data_bronze" model="res.partner.grade">
<field name="is_published" eval="True" />
</record>
<record id="website_crm_partner_assign.res_partner_grade_bronze" model="res.partner.grade">
<field name="is_published" eval="True" />
</record>
<record id="base.partner_demo_portal" model="res.partner">
<field name="grade_id" ref="website_crm_partner_assign.res_partner_grade_platinium"/>
<field name="partner_weight">10</field>
</record>
</data>
</odoo>
addons/website_crm_partner_assign/models/res_partner.py
+2 -2
View File
@@ -7,7 +7,7 @@ from odoo.addons.http_routing.models.ir_http import slug
class ResPartnerGrade(models.Model):
_name = 'res.partner.grade'
_order = 'sequence'
_order = 'sequence desc'
_inherit = ['website.published.mixin']
_description = 'Partner Grade'
@@ -28,7 +28,7 @@ class ResPartnerGrade(models.Model):
class ResPartnerActivation(models.Model):
_name = 'res.partner.activation'
_order = 'sequence'
_order = 'sequence desc'
_description = 'Partner Activation'
sequence = fields.Integer('Sequence')
addons/website_crm_partner_assign/views/res_partner_views.xml
+15 -1
View File
@@ -34,6 +34,13 @@
<field name="name">Partner Activations</field>
<field name="res_model">res.partner.activation</field>
<field name="view_mode">tree,form</field>
<field name="help" type="html">
<p class="o_view_nocontent_smiling_face">
Create a Partner Activation
</p><p>
Those are used to know where your Partners stand in your onboarding process.
</p>
</field>
</record>
<menuitem id="res_partner_activation_config_mi" parent="crm_menu_resellers" action="res_partner_activation_act"
@@ -90,9 +97,16 @@
</record>
<record id="res_partner_grade_action" model="ir.actions.act_window">
<field name="name">Partner Level</field>
<field name="name">Partner Levels</field>
<field name="res_model">res.partner.grade</field>
<field name="search_view_id" ref="res_partner_grade_view_search"/>
<field name="help" type="html">
<p class="o_view_nocontent_smiling_face">
Create a Partner Level
</p><p>
Partner Levels allow you to rank your Partners based on their performances.
</p>
</field>
</record>
<menuitem action="res_partner_grade_action" id="menu_res_partner_grade_action"