addons/crm_partner_assign/crm_lead_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4         <record id="view_crm_opportunity_geo_assign_form" model="ir.ui.view">
   5             <field name="name">crm.lead.geo_assign.inherit</field>
   6             <field name="model">crm.lead</field>
   7             <field name="inherit_id" ref="crm.crm_case_form_view_oppor"/>
   8             <field name="arch" type="xml">
   9                 <data>
  10                     <xpath expr="//notebook/page[@string='Lead']" position="after">
  11                         <page string="Assigned Partner" groups="base.group_sale_salesman">
  12                             <group name="partner_assign_group">
  13                                 <group string="Partner Assignation" col="3" colspan="1">
  14                                     <label for="partner_latitude" string="Geolocation" />
  15                                     <div class="oe_title">
  16                                         <h3>
  17                                             <span class="oe_grey">( </span>
  18                                             <field name="partner_latitude" nolabel="1" readonly="1" class="oe_inline"/>
  19                                             <span class="oe_grey oe_inline" attrs="{'invisible':[('partner_latitude','&lt;=',0)]}">N </span>
  20                                             <span class="oe_grey oe_inline" attrs="{'invisible':[('partner_latitude','&gt;=',0)]}">S </span>
  21                                             <field name="partner_longitude"  class="oe_inline" readonly="1" nolabel="1"/>
  22                                             <span class="oe_grey oe_inline" attrs="{'invisible':[('partner_longitude','&lt;=',0)]}">E </span>
  23                                             <span class="oe_grey oe_inline" attrs="{'invisible':[('partner_longitude','&gt;=',0)]}">W </span>
  24                                             <span class="oe_grey">) </span>
  25                                         </h3>
  26                                     </div>
  27                                     <button string="Automatic Assignation" name="action_assign_partner" type="object" colspan="1"
  28                                         class="oe_inline"/>
  29                                     <field name="partner_assigned_id" class="oe_inline" on_change="onchange_assign_id(partner_assigned_id)" domain="[('grade_id','&lt;&gt;',False)]"/>
  30                                     <div>
  31                                         <button string="Send Email"
  32                                             attrs="{'invisible':[('partner_assigned_id','=',False)]}"
  33                                             name="%(crm_lead_forward_to_partner_act)d"
  34                                             type="action"
  35                                             context="{'default_composition_mode': 'forward','hide_forward_type': 1 , 'default_partner_ids': [partner_assigned_id]}"/>
  36                                     </div>
  37                                 </group>
  38                             </group>
  39                         </page>
  40                     </xpath>
  41                 </data>
  42             </field>
  43         </record>
  44
  45         <record id="view_crm_opportunity_geo_assign_tree" model="ir.ui.view">
  46             <field name="name">crm.lead.geo_assign.tree.inherit</field>
  47             <field name="model">crm.lead</field>
  48             <field name="inherit_id" ref="crm.crm_case_tree_view_oppor"/>
  49             <field name="arch" type="xml">
  50                 <field name="partner_id" position="after">
  51                     <field name="partner_assigned_id"/>
  52                     <field name="date_assign" invisible="1"/>
  53                  </field>
  54             </field>
  55         </record>
  56
  57         <record model="ir.ui.view" id="crm_opportunity_partner_filter">
  58             <field name="name">crm.opportunity.partner.filter.assigned</field>
  59             <field name="model">crm.lead</field>
  60             <field name="inherit_id" ref="crm.view_crm_case_opportunities_filter"/>
  61             <field name="arch" type="xml">
  62                 <filter string="Team" position="after">
  63                     <filter string="Assigned Partner" icon="terp-personal" domain="[]" context="{'group_by':'partner_assigned_id'}"/>
  64                     <filter string="Assigned Month"  icon="terp-go-month"
  65                             domain="[]" context="{'group_by':'date_assign'}"/>
  66
  67                 </filter>
  68                 <filter string="My Team(s)" position="after">
  69                     <filter string="My Assigned Partners" domain="[('partner_assigned_id.user_id', '=', uid)]"/>
  70                 </filter>
  71                 <field name="partner_id" position="after">
  72                     <field name="partner_assigned_id"/>
  73                 </field>
  74             </field>
  75         </record>
  76
  77         <record id="view_crm_lead_geo_assign_form" model="ir.ui.view">
  78             <field name="name">crm.lead.lead.geo_assign.inherit</field>
  79             <field name="model">crm.lead</field>
  80             <field name="inherit_id" ref="crm.crm_case_form_view_leads"/>
  81             <field name="arch" type="xml">
  82                 <data>
  83                     <xpath expr="//notebook/page[@string='Extra Info']" position="after">
  84                         <page string="Assigned Partner" groups="base.group_sale_salesman">
  85                             <group name="partner_assign_group">
  86                                 <group string="Partner Assignation" col="3">
  87                                     <label for="partner_latitude" string="Geolocation" />
  88                                     <div>
  89                                         <h3>
  90                                             <span class="oe_grey">( </span>
  91                                             <field name="partner_latitude" nolabel="1" readonly="1" class="oe_inline"/>
  92                                             <span class="oe_grey oe_inline" attrs="{'invisible':[('partner_latitude','&lt;=',0)]}">N </span>
  93                                             <span class="oe_grey oe_inline" attrs="{'invisible':[('partner_latitude','&gt;=',0)]}">S </span>
  94                                             <field name="partner_longitude"  class="oe_inline" readonly="1" nolabel="1"/>
  95                                             <span class="oe_grey oe_inline" attrs="{'invisible':[('partner_longitude','&lt;=',0)]}">E </span>
  96                                             <span class="oe_grey oe_inline" attrs="{'invisible':[('partner_longitude','&gt;=',0)]}">W </span>
  97                                             <span class="oe_grey">) </span>
  98                                         </h3>
  99                                     </div>
 100                                     <button string="Automatic Assignation" name="action_assign_partner" type="object" colspan="1"
 101                                         class="oe_inline" />
 102                                     <field name="partner_assigned_id" class="oe_inline" on_change="onchange_assign_id(partner_assigned_id)" domain="[('grade_id','&lt;&gt;',False)]"/>
 103                                     <div>
 104                                         <button string="Send Email"
 105                                             attrs="{'invisible':[('partner_assigned_id','=',False)]}"
 106                                             name="%(crm_lead_forward_to_partner_act)d"
 107                                             type="action"
 108                                             context="{'default_composition_mode': 'forward','hide_forward_type': 1 , 'default_partner_ids': [partner_assigned_id]}"/>
 109                                     </div>
 110                                 </group>
 111                             </group>
 112                         </page>
 113                     </xpath>
 114                 </data>
 115             </field>
 116         </record>
 117
 118         <record id="view_crm_lead_geo_assign_tree" model="ir.ui.view">
 119             <field name="name">crm.lead.lead.geo_assign.tree.inherit</field>
 120             <field name="model">crm.lead</field>
 121             <field name="inherit_id" ref="crm.crm_case_tree_view_leads"/>
 122             <field name="arch" type="xml">
 123                 <field name="partner_id" position="after">
 124                     <field name="partner_assigned_id"/>
 125                 </field>
 126             </field>
 127         </record>
 128
 129         <record model="ir.ui.view" id="crm_lead_partner_filter">
 130             <field name="name">crm.lead.partner.filter.assigned</field>
 131             <field name="model">crm.lead</field>
 132             <field name="inherit_id" ref="crm.view_crm_case_leads_filter"/>
 133             <field name="arch" type="xml">
 134                 <filter string="Team" position="after">
 135                     <filter string="Assigned Partner" icon="terp-personal" domain="[]" context="{'group_by':'partner_assigned_id'}"/>
 136                 </filter>
 137                 <filter string="My Team(s)" position="after">
 138                     <filter string="My Assigned Partners" domain="[('partner_assigned_id.user_id', '=', uid)]"/>
 139                 </filter>
 140                 <field name="partner_id" position="after">
 141                     <field name="partner_assigned_id"/>
 142                 </field>
 143             </field>
 144         </record>
 145
 146         <record id="action_assign_salesman_according_assigned_partner" model="ir.actions.server">
 147             <field name="name">Assign salesman of assigned partner</field>
 148             <field name="model_id" ref="model_crm_lead"/>
 149             <field name="state">code</field>
 150             <field name="code">
 151                 if context.get('active_model') == 'crm.lead':
 152                     ids = []
 153                     if context.get('active_domain'):
 154                         ids = self.search(cr, uid, context['active_domain'], context=context)
 155                     elif context.get('active_ids'):
 156                         ids = context['active_ids']
 157                     if ids:
 158                         self.assign_salesman_of_assigned_partner(cr, uid, ids, context=context)
 159             </field>
 160         </record>
 161
 162         <record model="ir.values" id="ir_assign_salesman_according_assigned_partner">
 163             <field name="model_id" ref="model_crm_lead" />
 164             <field name="name">Assign salesman of assigned partner</field>
 165             <field name="key2">client_action_multi</field>
 166             <field eval="'ir.actions.server,%d'%action_assign_salesman_according_assigned_partner" name="value"/>
 167             <field name="key">action</field>
 168             <field name="model">crm.lead</field>
 169         </record>
 170
 171     </data>
 172 </openerp>