odoo/addons/crm_partner_assign/res_partner_view.xml

167 lines
8.5 KiB
XML

<?xml version="1.0"?>
<openerp>
<data>
<!--Partner Activation -->
<record model="ir.ui.view" id="res_partner_activation_form">
<field name="name">openerp_custom.res.partner.activation.form</field>
<field name="model">res.partner.activation</field>
<field name="arch" type="xml">
<form string="Activation" version="7.0">
<group col="4">
<field name="name" />
<field name="sequence" />
</group>
</form>
</field>
</record>
<record model="ir.ui.view" id="res_partner_activation_tree">
<field name="name">openerp_custom.res.partner.activation.tree</field>
<field name="model">res.partner.activation</field>
<field name="arch" type="xml">
<tree string="Activation">
<field name="name" />
</tree>
</field>
</record>
<record model="ir.actions.act_window" id="res_partner_activation_act">
<field name="name">Partner Activations</field>
<field name="res_model">res.partner.activation</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
</record>
<menuitem id="res_partner_activation_config_mi" parent="base.menu_config_address_book" action="res_partner_activation_act" groups="base.group_no_one" />
<!--Partner Grade -->
<record id="view_partner_grade_tree" model="ir.ui.view">
<field name="name">res.partner.grade.tree</field>
<field name="model">res.partner.grade</field>
<field name="arch" type="xml">
<tree string="Partner Grade">
<field name="sequence" invisible="1" />
<field name="name" />
</tree>
</field>
</record>
<record id="view_partner_grade_form" model="ir.ui.view">
<field name="name">res.partner.grade.form</field>
<field name="model">res.partner.grade</field>
<field name="arch" type="xml">
<form string="Partner Grade" version="7.0">
<group col="4">
<group>
<field name="name" />
<field name="partner_weight" />
<div>
<p class="oe_grey">
Define a weight to this grade. The weight will be used as default in the partner form to compute the chance for this partner to get leads. For instance, for business purpose, you can define a target revenue for each grade. To give the same chance to each partner to get leads, keep 1 in this field.
</p>
</div>
</group>
<group>
<field name="sequence" />
<field name="active" />
</group>
</group>
</form>
</field>
</record>
<record id="res_partner_grade_action" model="ir.actions.act_window">
<field name="name">Partner Grade</field>
<field name="res_model">res.partner.grade</field>
<field name="view_type">form</field>
</record>
<menuitem action="res_partner_grade_action" id="menu_res_partner_grade_action" groups="base.group_no_one" parent="base.menu_crm_config_lead" />
<!-- Partner form -->
<record id="view_res_partner_filter_assign_tree" model="ir.ui.view">
<field name="name">res.partner.geo.inherit.tree</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_partner_tree" />
<field name="arch" type="xml">
<field name="user_id" position="after">
<field name="date_review_next" />
<field name="grade_id" />
<field name="activation" />
</field>
</field>
</record>
<record id="view_res_partner_filter_assign" model="ir.ui.view">
<field name="name">res.partner.geo.inherit.search</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_res_partner_filter" />
<field name="arch" type="xml">
<filter string="Salesperson" position="after">
<filter string="Activation" context="{'group_by' : 'activation'}" domain="[]" icon="terp-personal" />
</filter>
<field name="category_id" position="after">
<field name="grade_id" />
</field>
</field>
</record>
<record id="view_crm_partner_geo_form" model="ir.ui.view">
<field name="name">res.partner.geo.inherit</field>
<field name="model">res.partner</field>
<field name="inherit_id" ref="base.view_partner_form" />
<field name="arch" type="xml">
<xpath expr="//notebook[last()]" position="inside">
<page string="Forwarded Leads">
<group>
<group string="Partner Activation">
<label for="partner_latitude" string="Geolocalisation" />
<div class="oe_title oe_inline">
<h3 class="oe_inline">
<span class="oe_grey">( </span>
<field name="partner_latitude" nolabel="1" readonly="1" class="oe_inline" />
<span class="oe_grey oe_inline" attrs="{'invisible':[('partner_latitude','&lt;=',0)]}">N </span>
<span class="oe_grey oe_inline" attrs="{'invisible':[('partner_latitude','&gt;=',0)]}">S </span>
<field name="partner_longitude" class="oe_inline" readonly="1" nolabel="1" />
<span class="oe_grey oe_inline" attrs="{'invisible':[('partner_longitude','&lt;=',0)]}">E </span>
<span class="oe_grey oe_inline" attrs="{'invisible':[('partner_longitude','&gt;=',0)]}">W </span>
<span class="oe_grey">) </span>
</h3>
<button string="Geolocalize" name="geo_localize" class="oe_inline" type="object" />
</div>
<field name="grade_id" widget="selection" on_change="onchange_grade_id(grade_id)" />
<field name="partner_weight" class="oe_inline" />
<div colspan="2">
<p class="oe_grey">
Higher is the value, higher is the probability for this partner to get more leads.
</p>
</div>
</group>
<group>
<separator string="Partner Review" colspan="2" />
<field name="date_review" />
<field name="date_review_next" />
<field name="date_partnership" />
</group>
<group>
</group>
</group>
<newline />
<separator string="Forwarded Leads" colspan="2" />
<field name="opportunity_assigned_ids" colspan="4" nolabel="1">
<tree string="Assigned Opportunities" colors="blue:state=='pending';gray:state=='cancel'">
<field name="name" />
<field name="contact_name" />
<field name="email_from" />
<field name="phone" />
<field name="stage_id" />
<field name="state" invisible="1" />
</tree>
</field>
</page>
</xpath>
</field>
</record>
</data>
</openerp>