Thibault Delavallée
94de6b501b
When alias domain is not configured always display "Configure a custom
domain" link instead of an email having only a left-part or "Inactive
alias" if left part is void. This is already the case in edit mode but
not in read mode.
New specification is
* domain is not configured: display link in both read and edit mode;
* domain is configured and left part is set: display alias;
* domain is configured and left part is not set: display "Inactive alias"
in read and display alias name for edition in edit;
LINKS
Task ID-2414079
COM PR odoo/odoo#63160
UPG PR odoo/upgrade#2017
278 lines
16 KiB
XML
278 lines
16 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- CRM lead search by Salesteams -->
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<record id="crm_case_form_view_salesteams_lead" model="ir.actions.act_window">
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<field name="name">Leads</field>
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<field name="res_model">crm.lead</field>
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<field name="view_mode">tree,kanban,form</field>
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<field name="domain">['|', ('type','=','lead'), ('type','=',False)]</field>
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<field name="view_ids"
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eval="[(5, 0, 0),
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(0, 0, {'view_mode': 'tree', 'view_id': ref('crm_case_tree_view_leads')}),
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(0, 0, {'view_mode': 'kanban', 'view_id': ref('view_crm_lead_kanban')})]"/>
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<field name="search_view_id" ref="crm.view_crm_case_leads_filter"/>
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<field name="context">{
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'search_default_team_id': [active_id],
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'default_team_id': active_id,
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'default_type': 'lead',
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}
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</field>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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Create a new lead
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</p><p>
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Use leads if you need a qualification step before creating an
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opportunity or a customer. It can be a business card you received,
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a contact form filled in your website, or a file of unqualified
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prospects you import, etc.
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</p>
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</field>
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</record>
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<!-- CRM opportunity search by Salesteams -->
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<record id="crm_case_form_view_salesteams_opportunity" model="ir.actions.act_window">
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<field name="name">Opportunities</field>
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<field name="res_model">crm.lead</field>
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<field name="view_mode">kanban,tree,graph,form,calendar,pivot</field>
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<field name="domain">[('type','=','opportunity')]</field>
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<field name="view_id" ref="crm.crm_case_kanban_view_leads"/>
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<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
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<field name="context">{
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'search_default_team_id': [active_id],
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'default_team_id': active_id,
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'default_type': 'opportunity',
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'default_user_id': uid,
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}
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</field>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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Create a new lead
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</p><p>
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Odoo helps you keep track of your sales pipeline to follow
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up potential sales and better forecast your future revenues.
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</p><p>
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You will be able to plan meetings and phone calls from
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opportunities, convert them into quotations, attach related
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documents, track all discussions, and much more.
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</p>
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</field>
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</record>
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<record id="crm_lead_action_team_overdue_opportunity" model="ir.actions.act_window">
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<field name="name">Overdue Opportunities</field>
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<field name="res_model">crm.lead</field>
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<field name="view_mode">kanban,tree,graph,form,calendar,pivot</field>
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<field name="domain">[('type','=','opportunity')]</field>
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<field name="view_id" ref="crm.crm_case_kanban_view_leads"/>
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<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
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<field name="context">{
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'search_default_team_id': [active_id],
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'search_default_overdue_opp': 1,
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'default_team_id': active_id,
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'default_type': 'opportunity',
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'default_user_id': uid,
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}
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</field>
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</record>
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<record id="action_report_crm_lead_salesteam" model="ir.actions.act_window">
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<field name="name">Leads Analysis</field>
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<field name="res_model">crm.lead</field>
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<field name="context">{'search_default_team_id': [active_id], 'search_default_filter_create_date': 1}}</field>
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<field name="domain">[]</field>
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<field name="view_mode">graph,pivot,tree,form</field>
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<field name="search_view_id" ref="crm.crm_opportunity_report_view_search"/>
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<field name="help">Leads Analysis allows you to check different CRM related information like the treatment delays or number of leads per state. You can sort out your leads analysis by different groups to get accurate grained analysis.</field>
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</record>
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<record id="action_report_crm_opportunity_salesteam" model="ir.actions.act_window">
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<field name="name">Pipeline Analysis</field>
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<field name="res_model">crm.lead</field>
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<field name="view_mode">graph,pivot,tree,form</field>
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<field name="search_view_id" ref="crm.crm_opportunity_report_view_search"/>
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<field name="context">{
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'search_default_team_id': [active_id],
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'tree_view_ref': 'crm.crm_case_tree_view_oppor',
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'search_default_opportunity': True,
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'search_default_filter_create_date': 1}</field>
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<field name="domain">[]</field>
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<field name="help">Opportunities Analysis gives you an instant access to your opportunities with information such as the expected revenue, planned cost, missed deadlines or the number of interactions per opportunity. This report is mainly used by the sales manager in order to do the periodic review with the channels of the sales pipeline.</field>
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</record>
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<record id="sales_team_form_view_in_crm" model="ir.ui.view">
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<field name="name">crm.team.form.inherit</field>
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<field name="model">crm.team</field>
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<field name="inherit_id" ref="sales_team.crm_team_view_form"/>
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<field name="priority">12</field>
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<field name="arch" type="xml">
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<xpath expr="//div[@name='options_active']" position="inside">
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<div class="o_row">
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<span name="opportunities">
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<field name="use_opportunities"/>
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<label for="use_opportunities"/>
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</span>
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<span class="o_row" groups="crm.group_use_lead">
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<field name="use_leads"/>
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<label for="use_leads" string="Leads"/>
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</span>
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</div>
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</xpath>
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<xpath expr="//field[@name='user_id']" position="after">
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<label for="alias_name" string="Email Alias"
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attrs="{'invisible': [('use_leads', '=', False),('use_opportunities', '=', False)]}"/>
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<div class="oe_inline" name="alias_def"
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attrs="{'invisible': [('use_leads', '=', False),('use_opportunities', '=', False)]}">
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<field name="alias_id" class="oe_read_only oe_inline"
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string="Email Alias" required="0"
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attrs="{'invisible': [('alias_domain', '=', False)]}"/>
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<div class="oe_inline" name="edit_alias" style="display: inline;" >
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<div class="oe_edit_only" attrs="{'invisible': [('alias_domain', '=', False)]}">
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<field name="alias_name" class="oe_inline"/>@<field name="alias_domain" class="oe_inline" readonly="1"/>
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</div>
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<button icon="fa-arrow-right" type="action" name="%(base_setup.action_general_configuration)d" string="Configure a custom domain" class="p-0 btn-link" attrs="{'invisible': [('alias_domain', '!=', False)]}"/>
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</div>
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</div>
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<field name="alias_contact"
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string="Accept Emails From"
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attrs="{'invisible': [('use_leads', '=', False), ('use_opportunities', '=', False)]}"/>
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</xpath>
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</field>
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</record>
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<!-- Case Teams Action -->
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<record id="action_crm_tag_kanban_view_salesteams_oppor11" model="ir.actions.act_window.view">
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<field name="sequence" eval="0"/>
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<field name="view_mode">kanban</field>
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<field name="view_id" ref="crm_case_kanban_view_leads"/>
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<field name="act_window_id" ref="crm_case_form_view_salesteams_opportunity"/>
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</record>
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<record id="action_crm_tag_tree_view_salesteams_oppor11" model="ir.actions.act_window.view">
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<field name="sequence" eval="1"/>
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<field name="view_mode">tree</field>
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<field name="view_id" ref="crm_case_tree_view_oppor"/>
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<field name="act_window_id" ref="crm_case_form_view_salesteams_opportunity"/>
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</record>
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<record id="action_opportunity_form" model="ir.actions.act_window">
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<field name="name">New Opportunity</field>
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<field name="res_model">crm.lead</field>
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<field name="type">ir.actions.act_window</field>
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<field name="view_mode">form</field>
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<field name="view_id" ref="crm_lead_view_form"/>
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<field name="domain">[('type','=','opportunity')]</field>
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<field name="context">{
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'search_default_team_id': [active_id],
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'default_team_id': active_id,
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'default_type': 'opportunity',
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'default_user_id': uid,
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}
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</field>
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<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
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</record>
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<record id="sales_team.crm_team_salesteams_pipelines_act" model="ir.actions.act_window">
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<field name="domain">[('use_opportunities', '=', True)]</field>
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</record>
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<record id="crm_team_salesteams_view_kanban" model="ir.ui.view">
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<field name="name">crm.team.kanban</field>
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<field name="model">crm.team</field>
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<field name="inherit_id" ref="sales_team.crm_team_salesteams_view_kanban"/>
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<field name="arch" type="xml">
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<data>
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<xpath expr="//templates" position="before">
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<field name="alias_id"/>
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<field name="alias_name"/>
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<field name="alias_domain"/>
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<field name="use_opportunities"/>
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<field name="use_leads"/>
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</xpath>
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<xpath expr="//div[hasclass('o_primary')]" position="after">
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<div t-if="record.use_leads.raw_value and record.alias_name.value and record.alias_domain.value">
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<small t-translation="off"><i class="fa fa-envelope-o" aria-label="Leads" title="Leads" role="img"></i>&nbsp; <field name="alias_id"/></small>
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</div>
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</xpath>
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<xpath expr="//t[@name='first_options']" position="after">
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<div class="row" t-if="record.lead_unassigned_count.raw_value">
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<div class="col-8">
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<a name="%(crm_case_form_view_salesteams_lead)d" type="action" context="{'search_default_unassigned_leads': 1}">
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<field name="lead_unassigned_count"/>
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<t t-if="record.lead_unassigned_count.raw_value == 1">Unassigned Lead</t>
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<t t-else="">Unassigned Leads</t>
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</a>
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</div>
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</div>
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<div class="row" t-if="record.opportunities_count.raw_value">
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<div class="col-8">
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<a name="%(crm_case_form_view_salesteams_opportunity)d" type="action" context="{'search_default_open_opportunities': True}"> <!-- context="{'search_default_probability': NOT or < 100}" -->
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<field name="opportunities_count"/>
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<t t-if="record.opportunities_count.raw_value == 1">Open Opportunity</t>
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<t t-else="">Open Opportunities</t>
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</a>
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</div>
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<div class="col-4 text-right text-truncate">
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<field name="opportunities_amount" widget="monetary" options="{'currency_field': 'currency_id'}"/>
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</div>
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</div>
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<div class="row" t-if="record.opportunities_overdue_count.raw_value">
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<div class="col-8">
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<a name="%(crm_lead_action_team_overdue_opportunity)d" type="action">
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<field name="opportunities_overdue_count"/>
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<t t-if="record.opportunities_overdue_count.raw_value == 1">Overdue Opportunity</t>
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<t t-else="">Overdue Opportunities</t>
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</a>
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</div>
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<div class="col-4 text-right text-truncate">
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<field name="opportunities_overdue_amount" widget="monetary" options="{'currency_field': 'currency_id'}"/>
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</div>
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</div>
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</xpath>
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<xpath expr="//div[hasclass('o_kanban_manage_view')]" position="inside">
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<div t-if="record.use_leads.raw_value" groups="crm.group_use_lead">
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<a name="%(crm_case_form_view_salesteams_lead)d" type="action">
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Leads
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</a>
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</div>
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<div t-if="record.use_opportunities.raw_value">
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<a name="%(crm_case_form_view_salesteams_opportunity)d" type="action">
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Opportunities
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</a>
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</div>
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</xpath>
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<xpath expr="//div[hasclass('o_kanban_manage_new')]" position="inside">
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<div t-if="record.use_opportunities.raw_value">
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<a name="%(action_opportunity_form)d" type="action">
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Opportunity
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</a>
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</div>
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</xpath>
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<xpath expr="//div[hasclass('o_kanban_manage_reports')]" position="inside">
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<div t-if="record.use_leads.raw_value" groups="crm.group_use_lead">
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<a name="%(action_report_crm_lead_salesteam)d" type="action">
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Leads
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</a>
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</div>
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<div t-if="record.use_opportunities.raw_value">
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<a name="%(action_report_crm_opportunity_salesteam)d" type="action">
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Opportunities
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</a>
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</div>
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<div t-if="record.use_opportunities.raw_value">
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<a name="%(crm.crm_activity_report_action_team)d" type="action">
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Activities
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</a>
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</div>
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</xpath>
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</data>
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</field>
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</record>
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</odoo>
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