dht-odoo
66b0fede39
Right now there is a button in the CRM settings called 'Update Probabilities'. When clicking on it probabilities of leads created after certain date are updated. Problem with this flow is that user can click on the button by mistake and there is no going back. Moreover this does not trigger a save on settings and changes done by user are not saved. This is standard behavior of config settings. This commit improves the behavior by opening a wizard on click of the button instead of directmy updating the probabilities. It allows users to change fields used in PLS, change start date, or even cancel the update process. Task ID-2355562 closes odoo/odoo#60733 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
200 lines
13 KiB
XML
200 lines
13 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<record id="res_config_settings_view_form" model="ir.ui.view">
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<field name="name">res.config.settings.view.form.inherit.crm</field>
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<field name="model">res.config.settings</field>
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<field name="priority" eval="5"/>
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<field name="inherit_id" ref="base.res_config_settings_view_form"/>
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<field name="arch" type="xml">
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<xpath expr="//div[hasclass('settings')]" position="inside">
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<div class="app_settings_block" data-string="CRM" string="CRM" data-key="crm" groups="sales_team.group_sale_manager">
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<h2>CRM</h2>
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<div class="row mt16 o_settings_container">
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<div class="col-lg-6 o_setting_box">
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<div class="o_setting_left_pane">
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<field name="group_use_recurring_revenues"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="group_use_recurring_revenues"/>
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<div class="text-muted">
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Define recurring plans and revenues on Opportunities
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</div>
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<div attrs="{'invisible': [('group_use_recurring_revenues', '=', False)]}">
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<button type="action" name="crm.crm_recurring_plan_action"
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string="Manage Recurring Plans" icon="fa-arrow-right" class="oe_link"/>
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</div>
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</div>
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</div>
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<div class="col-lg-6 o_setting_box" id="crm_lead"
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title="Use leads if you need a qualification step before creating an opportunity or a customer. It can be a business card you received, a contact form filled in your website, or a file of unqualified prospects you import, etc. Once qualified, the lead can be converted into a business opportunity and/or a new customer in your address book.">
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<div class="o_setting_left_pane">
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<field name="group_use_lead"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="group_use_lead"/>
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<div class="text-muted">
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Add a qualification step before the creation of an opportunity
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</div>
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</div>
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</div>
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</div>
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<div class="row mt16 o_settings_container">
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<div class="col-12 col-lg-6 o_setting_box">
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<div class="o_setting_left_pane">
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<field name="is_membership_multi"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="is_membership_multi"/>
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<div class="text-muted">
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Assign salespersons into multiple Sales Teams.
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</div>
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</div>
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</div>
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</div>
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<div class="row mt16 o_settings_container">
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<div class="col-lg-6 o_setting_box"
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title="This can be used to compute statistical probability to close a lead"
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name="predictive_lead_setting_container">
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<field name="predictive_lead_scoring_fields_str" invisible="1"/>
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<field name="predictive_lead_scoring_start_date_str" invisible="1"/>
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<div class="o_setting_left_pane"></div>
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<div class="o_setting_right_pane">
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<b>Predictive Lead Scoring</b>
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<div class="text-muted">
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The success rate is computed based on <b>
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<field name="predictive_lead_scoring_field_labels" class="d-inline"/>
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</b>
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for the leads created as of the
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<b><field name="predictive_lead_scoring_start_date" class="oe_inline" readonly="1"/></b>.
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</div>
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<div class="mt16" groups="base.group_erp_manager">
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<button name="%(crm_lead_pls_update_action)d" type="action"
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string="Update Probabilities"
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class="btn-primary"/>
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</div>
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</div>
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</div>
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<div class="col-12 col-lg-6 o_setting_box"
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title="This can be used to automatically assign leads to sales persons based on rules">
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<div class="o_setting_left_pane">
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<field name="crm_use_auto_assignment"/>
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</div>
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<div class="o_setting_right_pane">
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<label for="crm_use_auto_assignment"/>
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<a href="https://www.odoo.com/documentation/user/14.0/crm/track_leads/lead_scoring.html#assign-leads"
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title="Assign Documentation" class="o_doc_link" target="_blank"></a>
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<div class="text-muted">
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<span>Periodically assign leads based on rules</span><br />
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<span attrs="{'invisible': [('crm_use_auto_assignment', '=', False)]}">
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All sales teams will use this setting by default unless
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specified otherwise.
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</span>
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</div>
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<div class="row mt16" attrs="{'invisible': [('crm_use_auto_assignment', '=', False)]}">
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<label string="Running" for="crm_auto_assignment_action" class="col-lg-3 o_light_label"/>
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<field name="crm_auto_assignment_action"
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attrs="{'required': [('crm_use_auto_assignment', '=', True)]}"/>
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<button name="action_crm_assign_leads" type="object" class="btn-link">
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<i title="Update now" role="img" aria-label="Update now" class="fa fa-fw fa-refresh"></i>
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</button>
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</div>
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<div class="row mt16" attrs="{'invisible': ['|', ('crm_use_auto_assignment', '=', False), ('crm_auto_assignment_action', '=', 'manual')]}">
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<label string="Repeat every" for="crm_auto_assignment_interval_type" class="col-lg-3 o_light_label"/>
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<field name="crm_auto_assignment_interval_number"
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class="oe_inline mr-2"
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attrs="{'required': [('crm_use_auto_assignment', '=', True), ('crm_auto_assignment_action', '=', 'auto')]}"/>
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<field name="crm_auto_assignment_interval_type"
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class="oe_inline"
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attrs="{'required': [('crm_use_auto_assignment', '=', True), ('crm_auto_assignment_action', '=', 'auto')]}"/>
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</div>
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<div class="row" attrs="{'invisible': ['|', ('crm_use_auto_assignment', '=', False), ('crm_auto_assignment_action', '=', 'manual')]}">
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<label string="Next Run" for="crm_auto_assignment_run_datetime" class="col-lg-3 o_light_label"/>
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<field name="crm_auto_assignment_run_datetime"/>
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</div>
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</div>
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</div>
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</div>
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<h2>Lead Generation</h2>
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<div class="row mt16 o_settings_container" name="convert_visitor_setting_container">
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<div class="col-lg-6 o_setting_box">
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<div class="o_setting_left_pane">
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<field name="module_mail_client_extension"/>
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</div>
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<div class="o_setting_right_pane" id="mail_client_extension">
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<label string="Outlook CRM Extension" for="module_mail_client_extension"/>
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<a href="https://www.odoo.com/documentation/user/crm/optimize/outlook_extension.html" title="Documentation" class="o_doc_link" target="_blank"></a>
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<div class="text-muted">
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Turn emails received in your Outlook mailbox into leads and log their content as internal notes.
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</div>
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</div>
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</div>
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<div class="col-lg-6 o_setting_box">
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<div class="o_setting_left_pane">
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<field name="module_crm_iap_lead_enrich"/>
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</div>
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<div class="o_setting_right_pane" id="crm_iap_lead_enrich">
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<label string="Lead Enrichment" for="module_crm_iap_lead_enrich"/>
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<div class="text-muted">
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Enrich your leads automatically with company data based on their email address
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</div>
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<div id="crm_iap_lead_enrich">
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<div class="mt8" attrs="{'invisible': [('module_crm_iap_lead_enrich','=',False)]}">
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<field name="lead_enrich_auto" class="o_light_label" widget="radio" required="True"/>
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</div>
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</div>
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</div>
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</div>
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</div>
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<div class="row mt16 o_settings_container" name="generate_lead_setting_container">
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<div class="col-lg-6 o_setting_box">
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<div class="o_setting_left_pane">
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<field name="module_crm_iap_lead"/>
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</div>
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<div class="o_setting_right_pane" id="crm_iap_lead_settings">
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<label string="Lead Mining" for="module_crm_iap_lead"/>
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<a href="https://www.odoo.com/documentation/user/14.0/crm/acquire_leads/lead_mining.html" title="Documentation" class="o_doc_link" target="_blank"></a>
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<div class="text-muted">
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Generate new leads based on their country, industry, size, etc.
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</div>
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</div>
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</div>
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<div class="col-lg-6 o_setting_box">
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<div class="o_setting_left_pane">
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<field name="module_crm_iap_lead_website"/>
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</div>
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<div class="o_setting_right_pane" id="crm_iap_lead_website_settings">
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<label string="Visits to Leads" for="module_crm_iap_lead_website"/>
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<div class="text-muted">
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Convert visitors of your website into leads and perform data enrichment based on their IP address
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</div>
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</div>
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</div>
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</div>
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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_config_settings_action" model="ir.actions.act_window">
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<field name="name">Settings</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">res.config.settings</field>
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<field name="view_id" ref="res_config_settings_view_form"/>
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<field name="view_mode">form</field>
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<field name="target">inline</field>
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<field name="context">{'module' : 'crm', 'bin_size': False}</field>
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</record>
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<record id="crm_config_settings_menu" model="ir.ui.menu">
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<field name="action" ref="crm.crm_config_settings_action"/>
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</record>
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</odoo>
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