Thibault Delavallée
389d74fab3
Purpose is to allow members to quickly opt-out / opt-in from assign process. For example if for some reason (leaves, too much leads, temporarily working on something else) a salesperson cannot handle more leads he may opt-out from assign process. When member is opt-out, hide assign details from both kanban and form views. It allows notably to see at a glance who is out and who is in. Task ID-2494749 COM PR odoo/odoo#68476 UPG PR odoo/upgrade#2318 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
73 lines
3.5 KiB
XML
73 lines
3.5 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_optout"/>
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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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<field name="assignment_optout" invisible="1"/>
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<div class="o_member_assignment"
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attrs="{'invisible': ['|', ('assignment_enabled', '=', False), ('assignment_optout', '=', True)]}">
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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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<field name="assignment_optout"/>
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<label for="lead_month_count" attrs="{'invisible': [('assignment_optout', '=', True)]}"/>
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<div attrs="{'invisible': [('assignment_optout', '=', True)]}">
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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), ('assignment_optout', '=', True)]}"/>
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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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