Thibault Delavallée
476f6d5e16
GLOBAL PURPOSE Ability to have salesmen belonging to several sales team is a core requirement of CRM. It is therefore moved from website_crm_score to crm along with cleaning and behavior improvement. Automatic lead assignment is also moved and cleaned. SPECIFICATIONS Assignment max being set to 0 means member is out of automatic assign process. In that case assignment information (domain in form view, gauge in kanban view) are hidden to lighten member form view. Its default value is now set to 30. It means that newly created members by default are available for automatic assignment. LINKS Task ID-2086889 (main task) Task ID-2357969 (scoring migration task) Community PR odoo/odoo#48422 Enterprise PR odoo/enterprise#499 Upgrade PR odoo/upgrade#996
70 lines
3.1 KiB
XML
70 lines
3.1 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo><data>
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<record id="crm_team_member_view_tree" model="ir.ui.view">
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<field name="name">crm.team.member.view.tree</field>
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<field name="model">crm.team.member</field>
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<field name="inherit_id" ref="sales_team.crm_team_member_view_tree"/>
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<field name="arch" type="xml">
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<field name="user_id" position="after">
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<field name="assignment_enabled" invisible="1"/>
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<field name="assignment_max"/>
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<field name="lead_month_count"/>
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</field>
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</field>
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</record>
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<record id="crm_team_member_view_kanban" model="ir.ui.view">
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<field name="name">crm.team.member.view.kanban.inherit.crm</field>
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<field name="model">crm.team.member</field>
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<field name="inherit_id" ref="sales_team.crm_team_member_view_kanban"/>
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<field name="arch" type="xml">
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<xpath expr="//div[hasclass('oe_kanban_details')]" position="after">
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<field name="assignment_enabled" invisible="1"/>
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<div class="o_member_assignment"
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attrs="{'invisible': [('assignment_enabled', '=', False)]}">
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<field name="assignment_max" invisible="1"/>
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<field name="lead_month_count" widget="gauge"
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options="{'max_field': 'assignment_max'}"
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attrs="{'invisible': [('assignment_max', '=', 0)]}"/>
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</div>
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</xpath>
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</field>
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</record>
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<record id="crm_team_member_view_form" model="ir.ui.view">
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<field name="name">crm.team.member.view.form.inherit.crm</field>
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<field name="model">crm.team.member</field>
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<field name="inherit_id" ref="sales_team.crm_team_member_view_form"/>
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<field name="arch" type="xml">
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<xpath expr="//group[@name='member_partner_info']" position="after">
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<group name="group_assign" attrs="{'invisible': [('assignment_enabled', '=', False)]}">
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<field name="assignment_enabled" invisible="1"/>
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<label for="lead_month_count"/>
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<div>
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<field name="lead_month_count" class="oe_inline"/>
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<span class="oe_inline"> / </span>
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<field name="assignment_max" class="oe_inline"/>
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<span class="oe_inline"> (max) </span>
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</div>
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<field name="assignment_domain" string="Domain" widget="domain"
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options="{'model': 'crm.lead'}"
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attrs="{'invisible': [('assignment_max', '=', 0)]}"/>
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</group>
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</xpath>
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</field>
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</record>
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<record id="sales_team.crm_team_member_action" model="ir.actions.act_window">
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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 salesman
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</p><p>
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Link salespersons to sales teams. Set their monthly lead capacity
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and configure automatic lead assignment.
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</p>
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</field>
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</record>
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</data></odoo>
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