diff options
| author | stephanchrst <stephanchrst@gmail.com> | 2022-05-10 21:51:50 +0700 |
|---|---|---|
| committer | stephanchrst <stephanchrst@gmail.com> | 2022-05-10 21:51:50 +0700 |
| commit | 3751379f1e9a4c215fb6eb898b4ccc67659b9ace (patch) | |
| tree | a44932296ef4a9b71d5f010906253d8c53727726 /addons/website_crm_partner_assign/views | |
| parent | 0a15094050bfde69a06d6eff798e9a8ddf2b8c21 (diff) | |
initial commit 2
Diffstat (limited to 'addons/website_crm_partner_assign/views')
3 files changed, 1119 insertions, 0 deletions
diff --git a/addons/website_crm_partner_assign/views/crm_lead_views.xml b/addons/website_crm_partner_assign/views/crm_lead_views.xml new file mode 100644 index 00000000..4645c09a --- /dev/null +++ b/addons/website_crm_partner_assign/views/crm_lead_views.xml @@ -0,0 +1,139 @@ +<?xml version="1.0" encoding="utf-8"?> +<odoo> + <record id="view_crm_lead_opportunity_geo_assign_form" model="ir.ui.view"> + <field name="name">crm.lead.geo_assign.inherit</field> + <field name="model">crm.lead</field> + <field name="inherit_id" ref="crm.crm_lead_view_form"/> + <field name="arch" type="xml"> + <xpath expr="//notebook/page[last()]" position="after"> + <page string="Assigned Partner" name="assigned_partner" groups="sales_team.group_sale_salesman"> + <group col="3"> + <label for="partner_latitude" string="Geolocation"/> + <div class="o_row"> + <span class="oe_grey">( </span> + <field name="partner_latitude"/> + <span class="oe_grey" attrs="{'invisible':[('partner_latitude','<=',0)]}">N </span> + <span class="oe_grey" attrs="{'invisible':[('partner_latitude','>=',0)]}">S </span> + <field name="partner_longitude"/> + <span class="oe_grey" attrs="{'invisible':[('partner_longitude','<=',0)]}">E </span> + <span class="oe_grey" attrs="{'invisible':[('partner_longitude','>=',0)]}">W </span> + <span class="oe_grey">) </span> + </div> + <button string="Automatic Assignment" name="action_assign_partner" type="object" class="btn-link"/> + + <field name="partner_assigned_id" domain="[('grade_id','!=',False)]"/> + <button string="Send Email" type="action" class="btn-link" + attrs="{'invisible':[('partner_assigned_id','=',False)]}" + name="%(crm_lead_forward_to_partner_act)d" + context="{'default_composition_mode': 'forward','hide_forward_type': 1 , 'default_partner_ids': [partner_assigned_id]}"/> + </group> + </page> + </xpath> + </field> + </record> + + <record id="view_crm_opportunity_geo_assign_tree" model="ir.ui.view"> + <field name="name">crm.lead.geo_assign.tree.inherit</field> + <field name="model">crm.lead</field> + <field name="inherit_id" ref="crm.crm_case_tree_view_oppor"/> + <field name="arch" type="xml"> + <field name="priority" position="after"> + <field name="partner_assigned_id" optional="hide"/> + <field name="date_partner_assign" invisible="1"/> + </field> + </field> + </record> + + <record model="ir.ui.view" id="crm_opportunity_partner_filter"> + <field name="name">crm.opportunity.partner.filter.assigned</field> + <field name="model">crm.lead</field> + <field name="inherit_id" ref="crm.view_crm_case_opportunities_filter"/> + <field name="arch" type="xml"> + <filter name="stage" position="after"> + <filter string="Assigned Partner" name="assigned_partner" domain="[]" context="{'group_by':'partner_assigned_id'}"/> + </filter> + <filter name="unassigned" position="after"> + <filter string="My Assigned Partners" name="my_assigned_partners" domain="[('partner_assigned_id.user_id', '=', uid)]"/> + </filter> + <field name="phone_mobile_search" position="after"> + <field name="partner_assigned_id"/> + </field> + </field> + </record> + + <record id="view_crm_lead_geo_assign_tree" model="ir.ui.view"> + <field name="name">crm.lead.lead.geo_assign.tree.inherit</field> + <field name="model">crm.lead</field> + <field name="inherit_id" ref="crm.crm_case_tree_view_leads"/> + <field name="arch" type="xml"> + <field name="partner_id" position="after"> + <field name="partner_assigned_id" optional="show"/> + </field> + </field> + </record> + + <record model="ir.ui.view" id="crm_lead_partner_filter"> + <field name="name">crm.lead.partner.filter.assigned</field> + <field name="model">crm.lead</field> + <field name="inherit_id" ref="crm.view_crm_case_leads_filter"/> + <field name="arch" type="xml"> + <filter name="company" position="after"> + <filter string="Assigned Partner" name="assigned_partner" domain="[]" context="{'group_by': 'partner_assigned_id'}"/> + </filter> + <filter name="unassigned_leads" position="after"> + <filter string="My Assigned Partners" name="my_assigned_partners" domain="[('partner_assigned_id.user_id', '=', uid)]"/> + </filter> + <field name="campaign_id" position="after"> + <field name="partner_assigned_id"/> + </field> + </field> + </record> + + <record id="crm_lead_view_pivot" model="ir.ui.view"> + <field name="name">crm.lead.view.pivot.inherit.partner.assign</field> + <field name="model">crm.lead</field> + <field name="inherit_id" ref="crm.crm_lead_view_pivot"/> + <field name="arch" type="xml"> + <xpath expr="//pivot" position="inside"> + <field name="partner_latitude" invisible="1"/> + <field name="partner_longitude" invisible="1"/> + </xpath> + </field> + </record> + + <record id="crm_lead_view_graph" model="ir.ui.view"> + <field name="name">crm.lead.view.graph.inherit.partner.assign</field> + <field name="model">crm.lead</field> + <field name="inherit_id" ref="crm.crm_lead_view_graph"/> + <field name="arch" type="xml"> + <xpath expr="//graph" position="inside"> + <field name="partner_latitude" invisible="1"/> + <field name="partner_longitude" invisible="1"/> + </xpath> + </field> + </record> + + <record id="crm_lead_view_graph_report_opportunity" model="ir.ui.view"> + <field name="name">crm.lead.view.graph.report.opportunity.inherit.partner.assign</field> + <field name="model">crm.lead</field> + <field name="inherit_id" ref="crm.crm_opportunity_report_view_graph"/> + <field name="arch" type="xml"> + <xpath expr="//graph" position="inside"> + <field name="partner_latitude" invisible="1"/> + <field name="partner_longitude" invisible="1"/> + </xpath> + </field> + </record> + + <record id="crm_lead_view_graph_report_lead" model="ir.ui.view"> + <field name="name">crm.lead.view.graph.report.lead.inherit.partner.assign</field> + <field name="model">crm.lead</field> + <field name="inherit_id" ref="crm.crm_opportunity_report_view_graph_lead"/> + <field name="arch" type="xml"> + <xpath expr="//graph" position="inside"> + <field name="partner_latitude" invisible="1"/> + <field name="partner_longitude" invisible="1"/> + </xpath> + </field> + </record> +</odoo> diff --git a/addons/website_crm_partner_assign/views/res_partner_views.xml b/addons/website_crm_partner_assign/views/res_partner_views.xml new file mode 100644 index 00000000..2c6418fb --- /dev/null +++ b/addons/website_crm_partner_assign/views/res_partner_views.xml @@ -0,0 +1,156 @@ +<?xml version="1.0" encoding="utf-8"?> +<odoo> + + <menuitem id="crm_menu_resellers" name="Resellers" parent="crm.crm_menu_config" sequence="16"/> + + <!--Partner Activation --> + + <record model="ir.ui.view" id="res_partner_activation_form"> + <field name="name">res.partner.activation.form</field> + <field name="model">res.partner.activation</field> + <field name="arch" type="xml"> + <form string="Activation"> + <sheet> + <group col="4"> + <field name="name" /> + <field name="sequence" /> + </group> + </sheet> + </form> + </field> + </record> + <record model="ir.ui.view" id="res_partner_activation_tree"> + <field name="name">res.partner.activation.tree</field> + <field name="model">res.partner.activation</field> + <field name="arch" type="xml"> + <tree string="Activation" editable="bottom"> + <field name="sequence" widget="handle"/> + <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_mode">tree,form</field> + </record> + + <menuitem id="res_partner_activation_config_mi" parent="crm_menu_resellers" action="res_partner_activation_act" + sequence="6"/> + + <!--Partner Level --> + + <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 Level"> + <field name="sequence" widget="handle"/> + <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 Level"> + <sheet string="Level"> + <div class="oe_button_box" name="button_box"> + <field name="is_published" widget="website_redirect_button"/> + </div> + <div class="oe_title"> + <label for="name" class="oe_edit_only"/> + <h1> + <field name="name" placeholder="e.g. Gold Partner" required="True"/> + </h1> + </div> + <group> + <field name="partner_weight"/> + <field name="sequence"/> + <field name="active" widget="boolean_toggle"/> + </group> + </sheet> + </form> + </field> + </record> + + <record id="res_partner_grade_view_search" model="ir.ui.view"> + <field name="name">res.partner.grade.view.search</field> + <field name="model">res.partner.grade</field> + <field name="arch" type="xml"> + <search string="Search Partner Grade"> + <field name="name"/> + <separator/> + <filter string="Archived" name="inactive" domain="[('active', '=', False)]"/> + </search> + </field> + </record> + + <record id="res_partner_grade_action" model="ir.actions.act_window"> + <field name="name">Partner Level</field> + <field name="res_model">res.partner.grade</field> + <field name="search_view_id" ref="res_partner_grade_view_search"/> + </record> + + <menuitem action="res_partner_grade_action" id="menu_res_partner_grade_action" + parent="crm_menu_resellers" + sequence="5" /> + + <!-- 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="vat" position="after"> + <field name="date_review_next" optional="hide"/> + <field name="grade_id" optional="hide"/> + <field name="activation" optional="hide"/> + </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"> + <field name="user_id" position="after"> + <field name="grade_id"/> + </field> + </field> + </record> + + <record id="view_crm_partner_assign_form" model="ir.ui.view"> + <field name="name">res.partner.assign.inherit</field> + <field name="model">res.partner</field> + <field name="inherit_id" ref="base_geolocalize.view_crm_partner_geo_form"/> + <field name="arch" type="xml"> + <data> + <xpath expr="//page[@name='geo_location']" position="inside"> + <group> + <group> + <separator string="Partner Activation" colspan="2"/> + <field name="grade_id" widget="selection"/> + <field name="activation" widget="selection"/> + <field name="partner_weight"/> + </group> + <group> + <separator string="Partner Review" colspan="2"/> + <field name="date_review"/> + <field name="date_review_next"/> + <field name="date_partnership"/> + </group> + </group> + </xpath> + <xpath expr="//group[@name='sale']" position="inside"> + <field name="assigned_partner_id" groups="base.group_no_one"/> + </xpath> + </data> + </field> + </record> + +</odoo> diff --git a/addons/website_crm_partner_assign/views/website_crm_partner_assign_templates.xml b/addons/website_crm_partner_assign/views/website_crm_partner_assign_templates.xml new file mode 100644 index 00000000..3285d5dc --- /dev/null +++ b/addons/website_crm_partner_assign/views/website_crm_partner_assign_templates.xml @@ -0,0 +1,824 @@ +<?xml version="1.0" encoding="utf-8"?> +<odoo> + +<!-- Page --> +<template id="layout" name="Partners Layout"> + <t t-call="website.layout"> + <t t-set="additional_title">Resellers</t> + <div id="wrap"> + <div class="oe_structure" id="oe_structure_website_crm_partner_assign_layout_1"/> + <div class="container mt16"> + <div class="row"> + <t t-raw="ref_content" /> + </div> + </div> + <div class="oe_structure" id="oe_structure_website_crm_partner_assign_layout_2"/> + </div> + </t> +</template> + +<template id="index" name="Find Resellers"> + <t t-call="website_crm_partner_assign.layout"> + <t t-set="ref_content"> + <div class="col-lg-12"> + <h1 class="text-center"> + Looking For a Local Store? + </h1><h2 class="text-center text-muted"> + Contact a reseller + </h2> + </div> + + <div class="col-lg-3 mb32" id="partner_left"> + + <ul id="reseller_grades" class="nav nav-pills flex-column mt16"> + <li class="nav-header nav-item"><h3>Filter by Level</h3></li> + <t t-foreach="grades" t-as="grade"> + <li class="nav-item"> + <a t-attf-href="/partners#{ grade['grade_id'][0] and '/grade/%s' % grade['grade_id'][0] or '' }#{ current_country and '/country/%s' % slug(current_country) or '' }#{ '?' + (search_path or '') + '&' + keep_query('country_all') }" + t-attf-class="nav-link#{grade['active'] and ' active' or ''}"> + <span class="badge badge-pill float-right" t-esc="grade['grade_id_count'] or ''"/> + <t t-esc="grade['grade_id'][1]"/> + </a> + </li> + </t> + </ul> + + <ul id="reseller_countries" class="nav nav-pills flex-column mt16"> + <li class="nav-header nav-item"><h3>Filter by Country</h3></li> + <t t-foreach="countries" t-as="country"> + <li t-if="country['country_id']" class="nav-item"> + <a t-attf-href="/partners#{ current_grade and '/grade/%s' % slug(current_grade) or ''}#{country['country_id'][0] and '/country/%s' % country['country_id'][0] or '' }#{ '?' + (search_path or '') + (country['country_id'][0] == 0 and '&country_all=True' or '')}" + t-attf-class="nav-link#{country['active'] and ' active' or ''}"> + <span class="badge badge-pill float-right" t-esc="country['country_id_count'] or ''"/> + <t t-esc="country['country_id'][1]"/> + </a> + </li> + </t> + </ul> + + </div> + + <div class="col-lg-8 offset-lg-1" id="ref_content"> + <div class="d-flex p-2"> + <t t-call="website.pager"/> + <form action="" method="get" class="form-inline ml-auto"> + <div class="form-group"> + <input t-if="country_all" type="hidden" name="country_all" value="True" /> + <input type="text" name="search" class="search-query form-control" placeholder="Search" t-att-value="searches.get('search', '')"/> + </div> + </form> + </div> + <div> + <p t-if="not partners">No result found</p> + <t t-foreach="partners" t-as="partner"> + <t t-if="last_grade != partner.grade_id.id"> + <h3 class="text-center mt-4"> + <span t-field="partner.grade_id"/> Partners + <t t-call="website.publish_management"> + <t t-set="object" t-value="partner.grade_id"/> + <t t-set="publish_edit" t-value="True"/> + </t> + </h3> + <t t-set="last_grade" t-value="partner.grade_id.id"/> + </t> + <div class="media mt-3"> + <a t-attf-href="/partners/#{slug(partner)}?#{current_grade and 'grade_id=%s&' % current_grade.id}#{current_country and 'country_id=%s' % current_country.id}" + t-field="partner.image_128" + class="mr-3 text-center o_width_128" + t-options='{"widget": "image", "qweb_img_responsive": False, "class": "o_image_128_max"}' + ></a> + <div class="media-body o_partner_body" style="min-height: 64px;"> + <a t-attf-href="/partners/#{slug(partner)}?#{current_grade and 'grade_id=%s&' % current_grade.id}#{current_country and 'country_id=%s' % current_country.id}"> + <span t-field="partner.display_name"/> + </a> + <div t-field="partner.website_short_description"/> + <t t-if="any(p.website_published for p in partner.implemented_partner_ids)"> + <small><a t-attf-href="/partners/#{slug(partner)}#right_column"> + <t t-esc="partner.implemented_count"/> reference(s) + </a></small> + </t> + </div> + </div> + </t> + </div> + <div class='navbar'> + <t t-call="website.pager"> + <t t-set="classname" t-valuef="float-left"/> + </t> + </div> + </div> + </t> + </t> +</template> + +<template id="ref_country" inherit_id="website_crm_partner_assign.index" customize_show="True" name="Left World Map"> + <xpath expr="//ul[@id='reseller_countries']" position="after"> + <t t-if="google_maps_api_key"> + <!-- modal for large map --> + <div role="dialog" class="modal fade partner_map_modal" tabindex="-1"> + <div class="modal-dialog modal-lg"> + <div class="modal-content"> + <header class="modal-header"> + <h4 class="modal-title">World Map</h4> + <button type="button" class="close" data-dismiss="modal" aria-label="Close">×</button> + </header> + <iframe t-attf-src="/google_map/?width=898&height=485&partner_ids=#{ google_map_partner_ids }&partner_url=/partners/" + style="width:898px; height:485px; border:0; padding:0; margin:0;"></iframe> + </div> + </div> + </div> + <!-- modal end --> + <h3>World Map<button class="btn btn-link" data-toggle="modal" data-target=".partner_map_modal"><span class="fa fa-external-link" role="img" aria-label="External link" title="External link"/></button></h3> + <ul class="nav"> + <iframe t-attf-src="/google_map?width=260&height=240&partner_ids=#{ google_map_partner_ids }&partner_url=/partners/" + style="width:260px; height:240px; border:0; padding:0; margin:0;" scrolling="no"></iframe> + </ul> + </t> + </xpath> +</template> + +<template id="partner" name="Partner Detail"> + <t t-call="website_crm_partner_assign.layout"> + <t t-set="ref_content"> + <div class="col-lg-5"> + <ol t-if="not edit_page" class="breadcrumb"> + <li class="breadcrumb-item"><a t-attf-href="/partners#{current_grade and '/grade/%s' % slug(current_grade)}#{current_country and '/country/%s' % slug(current_country)}">Our Partners</a></li> + <li class="breadcrumb-item active"><span t-field="partner.display_name"/></li> + </ol> + </div> + <t t-call="website_partner.partner_detail"> + <t t-set="right_column"> + <div id="right_column" class="mb16"><t t-call="website_crm_partner_assign.references_block"/></div> + </t> + </t> + </t> + </t> +</template> + +<template id="grade_in_detail" inherit_id="website_partner.partner_detail"> + <xpath expr="//*[@id='partner_name']" position="after"> + <h3 class="col-lg-12 text-center text-muted" t-if="partner.grade_id and partner.grade_id.website_published"> + <span t-field="partner.grade_id"/> Partner</h3> + </xpath> +</template> + +<template id="references_block" name="Partner References Block"> + <t t-if="any(p.website_published for p in partner.implemented_partner_ids)"> + <h3 id="references">References</h3> + <div t-foreach="partner.implemented_partner_ids" t-if="reference.website_published" t-as="reference" class="media mt-3"> + <span t-field="reference.image_128" class="d-block mr-3 text-center o_width_128" t-options='{"widget": "image", "qweb_img_responsive": False, "class": "o_image_128_max"}'/> + <div class="media-body" style="min-height: 64px;"> + <span t-field="reference.self"/> + <div t-field='reference.website_short_description'/> + </div> + </div> + </t> +</template> + +<!-- Portal --> + <template id="assets_frontend" inherit_id="website.assets_frontend" name="Survey assets"> + <xpath expr="." position="inside"> + <script type="text/javascript" src="/website_crm_partner_assign/static/src/js/crm_partner_assign.js" /> + </xpath> + </template> + <template id="portal_my_home_menu_lead" name="Portal layout : lead menu entry" inherit_id="portal.portal_breadcrumbs" priority="15"> + <xpath expr="//ol[hasclass('o_portal_submenu')]" position="inside"> + <li t-if="page_name == 'lead' or lead" t-attf-class="breadcrumb-item #{'active ' if not lead else ''}"> + <a t-if="lead" t-attf-href="/my/leads?{{ keep_query() }}"> + Leads + </a> + <t t-else=""> + Leads + </t> + </li> + <li t-if="lead" class="breadcrumb-item active"> + <span t-field="lead.name"/> + </li> + <li t-if="page_name == 'opportunity' or opportunity" t-attf-class="breadcrumb-item #{'active ' if not opportunity else ''}"> + <a t-if="opportunity" t-attf-href="/my/opportunities?{{ keep_query() }}"> + Opportunities + </a> + <t t-else=""> + Opportunities + </t> + </li> + <li t-if="opportunity" class="breadcrumb-item active"> + <span t-field="opportunity.name"/> + </li> + </xpath> + </template> + + <template id="portal_my_home_lead" name="Show Leads / Opps" customize_show="True" inherit_id="portal.portal_my_home" priority="15"> + <xpath expr="//div[hasclass('o_portal_docs')]" position="inside"> + <t t-call="portal.portal_docs_entry"> + <t t-set="title">Leads</t> + <t t-set="url" t-value="'/my/leads'"/> + <t t-set="placeholder_count" t-value="'lead_count'"/> + </t> + <t t-call="portal.portal_docs_entry"> + <t t-set="title">Opportunities</t> + <t t-set="url" t-value="'/my/opportunities'"/> + <t t-set="placeholder_count" t-value="'opp_count'"/> + </t> + </xpath> + </template> + + <template id="portal_my_leads" name="My Leads"> + <t t-call="portal.portal_layout"> + <t t-set="breadcrumbs_searchbar" t-value="True"/> + + <t t-call="portal.portal_searchbar"> + <t t-set="title">Leads</t> + </t> + <div t-if="not leads" class="alert alert-warning mt8" role="alert"> + There are no leads. + </div> + <t t-if="leads" t-call="portal.portal_table"> + <thead> + <tr> + <th>Date</th> + <th class="w-75">Name</th> + <th>Contact Name</th> + </tr> + </thead> + <tbody> + <tr t-foreach="leads" t-as="lead"> + <td><span t-field="lead.create_date" t-options='{"widget": "date"}' /></td> + <td> + <a t-attf-href="/my/lead/#{lead.id}"><span t-field="lead.name"/></a> + </td> + <td><span t-field="lead.contact_name" /></td> + </tr> + </tbody> + </t> + </t> + </template> + + <template id="portal_my_opportunities" name="My Opportunities"> + <t t-call="portal.portal_layout"> + <t t-set="breadcrumbs_searchbar" t-value="True"/> + + <t t-call="portal.portal_searchbar"> + <t t-set="title">Opportunities</t> + + <div class="form-inline ml-lg-4" t-if="request.env.user.partner_id.grade_id or request.env.user.commercial_partner_id.grade_id"> + <button class="btn btn-success btn-sm" name='new_opp' data-toggle="modal" data-target=".modal_new_opp" title="Add an opportunity" aria-label="Add an opportunity"> + <i class="fa fa-plus"/> Create New + </button> + </div> + </t> + + <div class="modal fade modal_new_opp" role="form"> + <div class="modal-dialog"> + <form method="POST" class="modal-content js_website_submit_form new_opp_form"> + <input type="hidden" name="csrf_token" t-att-value="request.csrf_token()"/> + <header class="modal-header"> + <h4 class="modal-title">New Opportunity</h4> + <button type="button" class="close" data-dismiss="modal" aria-label="Close">×</button> + </header> + <main class="modal-body" id="new-opp-dialog"> + <div class="form-group"> + <label class="col-form-label hdd4" for="contact_name">Contact name</label> + <input type='text' name="contact_name" class="form-control contact_name"/> + </div> + <div class="form-group"> + <label class="col-form-label h4dd" for="title">Title</label> + <input type='text' name="title" class="form-control title"/> + </div> + <div class="form-group"> + <label class="col-form-label hdd4" for="description">Description</label> + <textarea rows="3" name="description" class="form-control description"></textarea> + </div> + </main> + <footer class="modal-footer"> + <button type="button" class="btn btn-secondary" data-dismiss="modal">Cancel</button> + <button t-attf-class="btn btn-primary new_opp_confirm">Confirm</button> + </footer> + </form> + </div> + </div> + <t t-if="not opportunities"> + <div class="alert alert-warning mt8" role="alert"> + There are no opportunities. + </div> + </t> + <t t-if="opportunities" t-call="portal.portal_table"> + <thead> + <tr class="active"> + <th>Date</th> + <th class="w-50">Name</th> + <th>Contact</th> + <th>Expected</th> + <th>Stage</th> + </tr> + </thead> + <tbody> + <tr t-foreach="opportunities" t-as="opp"> + <td><span t-field="opp.create_date" t-options='{"widget": "date"}' /></td> + <td> + <a t-attf-href="/my/opportunity/#{opp.id}"><span t-field="opp.name"/></a> + </td> + <td><span t-field="opp.contact_name" /></td> + <td> + <span t-if="opp.company_currency" class="text-nowrap" t-esc="opp.expected_revenue" t-options="{'widget': 'monetary', 'display_currency': opp.company_currency}"/> + <span t-else="" class="text-nowrap" t-esc="opp.expected_revenue"/> + <span> at </span> + <span t-field="opp.probability" />% + </td> + <td> + <span class="badge badge-info badge-pill" title="Current stage of the opportunity" t-esc="opp.stage_id.name" /> + </td> + </tr> + </tbody> + </t> + </t> + </template> + + <template id="portal_my_lead" name="My Lead"> + <t t-call="portal.portal_layout"> + <div class="card"> + <div class="card-header"> + <div class="row"> + <div class="col-lg-12"> + <span class="float-right" title="Rating" role="img" t-attf-aria-label="Rating: #{lead.priority} on 3"> + <t t-foreach="range(1, 4)" t-as="i"> + <span t-attf-class="fa fa-lg fa-star#{'' if i <= int(lead.priority) else '-o'}"/> + </t> + </span> + <h4> + Lead - <span t-field="lead.name"/> + </h4> + </div> + </div> + </div> + <div class="card-body"> + <div class="row"> + <div class="col-lg-6"> + <div class="row" t-if="lead.partner_name or lead.email_from or lead.partner_id"> + <label class="col-4">Customer</label> + <address class="col-8"> + <div> + <span t-if="lead.partner_name" itemprop="name" t-field="lead.partner_name" /> + <span t-if="not lead.partner_name" itemprop="name" t-field="lead.contact_name"/> + </div> + <div t-if="lead.phone"> + <span class="fa fa-phone" role="img" aria-label="Phone" title="Phone"/> <span itemprop="telephone" t-field="lead.phone" /> + </div> + <div t-if="lead.mobile"> + <span class="fa fa-mobile" role="img" aria-label="Mobile" title="Mobile"/> <span itemprop="telephone" t-field="lead.mobile" /> + </div> + <div t-if="lead.email_from"> + <span class="fa fa-envelope" role="img" aria-label="Email" title="Email"/> <span itemprop="email" t-field="lead.email_from" /> + </div> + </address> + </div> + <div class="row" t-if="lead.street or lead.street2 or lead.city or lead.state_id or lead.country_id"> + <label class="col-4">Address</label> + <address class="col-8"> + <div t-if="lead.street"><span t-field="lead.street"/></div> + <div t-if="lead.street2"><span t-field="lead.street2"/></div> + <div t-if="lead.city or lead.zip"> + <span t-field="lead.city"/> <span t-field="lead.zip"/> + </div> + <div t-if="lead.state_id or country_id"> + <span t-field="lead.state_id"/> <span t-field="lead.country_id"/> + </div> + </address> + </div> + <div class="row" t-if="lead.user_id"> + <label class="col-4">Salesperson</label> + <span class="col-8" t-field="lead.user_id" /> + </div> + <div class="row" t-if="lead.team_id"> + <label class="col-4">Sales Team</label> + <span class="col-8" t-field="lead.team_id" /> + </div> + </div> + <div class="col-lg-6"> + <div class="row" t-if="lead.date_deadline"> + <label class="col-4">Expected Closing</label> + <span class="col-8" t-field="lead.date_deadline" /> + </div> + <div class="row" groups="!base.group_portal" t-if="lead.tag_ids"> + <label class="col-4">Tags</label> + <span class="col-8"> + <t t-foreach="lead.tag_ids" t-as="tag"> + <span class="badge badge-info" t-esc="tag.name" /> + </t> + </span> + </div> + <div class="row mt16" t-if="lead.partner_assigned_id"> + <label class="col-4">Assigned Partner</label> + <address class="col-8" t-field="lead.partner_assigned_id" t-options='{"widget": "contact", "fields": ["name", "email", "phone"], "no_marker": True}'/> + </div> + <div class="row mt16" t-if="lead.campaign_id"> + <label class="col-4">Campaign</label> + <span class="col-8" t-field="lead.campaign_id" /> + </div> + <div class="row" t-if="lead.medium_id"> + <label class="col-4">Medium</label> + <span class="col-8" t-field="lead.medium_id" /> + </div> + </div> + </div> + </div> + </div> + <div class='mt8'> + <a role="button" href="#" class="btn btn-primary btn" data-toggle="modal" data-target=".modal_partner_assign_interested"><i class="fa fa-file-text-o"/> I'm interested</a> + <a role="button" href="#" class="btn btn-primary btn" data-toggle="modal" data-target=".modal_partner_assign_desinterested"><i class="fa fa-fw fa-times"/> I'm not interested</a> + <div class="modal fade modal_partner_assign_interested" role="form"> + <div class="modal-dialog"> + <form method="POST" class="js_accept_json modal-content js_website_submit_form interested_partner_assign_form"> + <input type="hidden" name="csrf_token" t-att-value="request.csrf_token()"/> + <input type="hidden" name="lead_id" class="assign_lead_id" t-att-value="lead.id"/> + <header class="modal-header"> + <h4 class="modal-title">Lead Feedback</h4> + <button type="button" class="close" data-dismiss="modal" aria-label="Close">×</button> + </header> + <main class="modal-body" id="sign-dialog"> + <div class="form-group"> + <label class="col-form-label" for="comment">What is the next action? When? What is the expected revenue?</label> + <input type="text" name="comment" id="comment" class="form-control comment_interested"/> + </div> + <div class="form-group"> + <label class="col-form-label" for="customer_contacted">I have contacted the customer</label> + <input type="checkbox" name="customer_contacted" id="customer_contacted" class="contacted_interested"/> + </div> + <div> + <span class="text-danger error_partner_assign_interested" style="display:none;">You need to fill up the next action and contact the customer before accepting the lead</span> + </div> + </main> + <footer class="modal-footer"> + <button type="button" class="btn btn-secondary" data-dismiss="modal">Cancel</button> + <button t-attf-class="btn btn-primary interested_partner_assign_confirm">Confirm</button> + </footer> + </form> + </div> + </div> + <div role="dialog" class="modal fade modal_partner_assign_desinterested"> + <div class="modal-dialog"> + <form method="POST" class="js_accept_json modal-content js_website_submit_form desinterested_partner_assign_form"> + <input type="hidden" name="csrf_token" t-att-value="request.csrf_token()"/> + <input type="hidden" name="lead_id" class="assign_lead_id" t-att-value="lead.id"/> + <header class="modal-header"> + <h4 class="modal-title">Lead Feedback</h4> + <button type="button" class="close" data-dismiss="modal" aria-label="Close">×</button> + </header> + <main class="modal-body" id="sign-dialog"> + <div class="form-group"> + <label class="col-form-label" for="comment">Why aren't you interested in this lead?</label> + <input type="text" name="comment" id="comment" class="form-control comment_desinterested"/> + </div> + <div class="form-group"> + <label class="col-form-label" for="contacted_desinterested">I have contacted the customer</label> + <input type="checkbox" name="contacted_desinterested" id="contacted_desinterested" class="contacted_desinterested"/> + </div> + <div class="form-group"> + <label class="col-form-label" for="customer_mark_spam">This lead is a spam</label> + <input type="checkbox" name="customer_mark_spam" id="customer_mark_spam" class="customer_mark_spam"/> + </div> + <div> + <span class="text-danger error_partner_assign_desinterested" style="display:none;">You need to fill up the next action and contact the customer before accepting the lead</span> + </div> + </main> + <footer class="modal-footer"> + <button type="button" class="btn btn-secondary" data-dismiss="modal">Cancel</button> + <button t-attf-class="btn btn-primary desinterested_partner_assign_confirm">Confirm</button> + </footer> + </form> + </div> + </div> + </div> + <div class="row mt32"> + <div class="col-lg-12"> + <h4><strong>Message and communication history</strong></h4> + </div> + <div class="col-lg-10 offset-lg-1 mt16"> + <t t-call="portal.message_thread"> + <t t-set="object" t-value="lead"/> + </t> + </div> + </div> + </t> + </template> + + <template id="portal_my_opportunity" name="My Opportunity"> + <t t-call="portal.portal_layout"> + <t t-call="portal.portal_record_layout"> + <t t-set="card_header"> + <div class="row no-gutters"> + <div class="col-md"> + <h5 class="mb-2 mb-md-0"> + <small class="text-muted">Opportunity - </small> + <span t-field="opportunity.name"/> + </h5> + </div> + <div class="col-md text-md-right"> + <div class="d-inline-block"> + <small class="mr-2 mt-1 float-left"><b>Stage:</b></small> + <div t-foreach="stages[::-1]" t-as="stage" class="float-left"> + <i t-if="not stage_first" class="fa fa-chevron-right ml-2 mr-1 small" style="opacity: 0.5"/> + <button type="button" t-att-data="stage.id" t-att-opp="opportunity.id" t-attf-class="btn btn-sm px-2 opp-stage-button #{'btn-secondary' if opportunity.stage_id.name != stage.name else 'btn-primary disabled'}"> + <span t-field="stage.name"/> + </button> + </div> + </div> + </div> + </div> + </t> + + <t t-set="card_body"> + <div class="row"> + <div class="col-lg-5 mb-4 mb-lg-0"> + <div class="border-bottom d-flex justify-content-between py-2 mb-3 align-items-center"> + <h5 class="mb-0"> + <span t-if="opportunity.company_currency" class="text-nowrap" t-esc="opportunity.expected_revenue" t-options="{'widget': 'monetary', 'display_currency': opportunity.company_currency}"/> + <span t-else="" class="text-nowrap" t-esc="opportunity.expected_revenue"/> + <span> at </span> + <span class="badge badge-info badge-pill"><span t-field="opportunity.probability"/>%</span> + </h5> + <button type="button" data-toggle="modal" data-target=".modal_edit_opp" class="btn btn-link btn-sm"><i class="fa fa-pencil mr-1"/>Edit</button> + </div> + <div class="row mb-2"> + <strong class="col-12 col-sm-4">Expected Closing</strong> + <div class="col"> + <span t-if="opportunity.date_deadline" t-field="opportunity.date_deadline"/> + <span t-else="" class="text-muted"> - </span> + </div> + </div> + <div class="row mb-2"> + <strong class="col-12 col-sm-4">Priority</strong> + <div class="col"> + <span class="" title="Rating" role="img" t-attf-aria-label="Rating: #{opportunity.priority} on 4"> + <t t-foreach="range(1, 4)" t-as="i"> + <span t-attf-class="fa text-warning fa-lg fa-star#{'' if i <= int(opportunity.priority) else '-o'}" role="img" t-att-aria-label="'Star %d of 3' % i"/> + </t> + </span> + </div> + </div> + <div class="row"> + <strong class="col-12 col-sm-4">Next Activity</strong> + <div class="col" t-if="user_activity"> + <span t-field="user_activity.activity_type_id"/> + <span t-if="user_activity.date_deadline"> on </span> + <span t-field="user_activity.date_deadline"/> + <em class="d-block" t-field="user_activity.summary"/> + </div> + <div class="col" t-else=""> + <span class="text-muted"> - </span> + </div> + </div> + </div> + + <div class="col-lg-6 offset-lg-1 col-xl-5 offset-xl-2"> + <div class="d-flex justify-content-between py-2 mb-3 border-bottom align-items-center"> + <h5 class="card-title mb-0">Contact</h5> + <button type="button" data-toggle="modal" data-target=".modal_edit_contact" class="btn btn-link btn-sm"><i class="fa fa-pencil mr-1"/>Edit</button> + </div> + <div class="row mb-3" t-if="opportunity.partner_name or opportunity.email_from or opportunity.contact_name"> + <strong class="col-12 col-sm-3">Customer</strong> + <div class="col"> + <div> + <span class="fa fa-user fa-fw" role="img" aria-label="User" title="User"/> + <strong class="font-italic" t-if="opportunity.partner_name" itemprop="name" t-field="opportunity.partner_name" /> + <strong class="font-italic" t-else="" itemprop="name" t-field="opportunity.contact_name" /> + </div> + <div> + <span class="fa fa-phone fa-fw" role="img" aria-label="Phone" title="Phone"/> + <span t-if="opportunity.phone" itemprop="telephone" t-field="opportunity.phone"/> + <span t-else="" class="text-muted"> - </span> + </div> + <div> + <span class="fa fa-mobile fa-fw" role="img" aria-label="Mobile" title="Mobile"/> + <span t-if="opportunity.mobile" itemprop="mobile" t-field="opportunity.mobile"/> + <span t-else="" class="text-muted"> - </span> + </div> + <div> + <span class="fa fa-envelope fa-fw" role="img" aria-label="Email" title="Email"/> + <span t-if="opportunity.email_from" itemprop="email" t-field="opportunity.email_from"/> + <span t-else="" class="text-muted"> - </span> + </div> + </div> + </div> + <div class="row"> + <strong class="col-12 col-sm-3">Address</strong> + <address class="col d-flex align-items-baseline mb-0"> + <span class="fa fa-map-marker fa-fw" role="img" aria-label="Address" title="Address"/> + <div> + <div t-if="opportunity.street"><span t-field="opportunity.street"/></div> + <span t-else="" class="text-muted"> - </span> + <div t-if="opportunity.street2"><span t-field="opportunity.street2"/></div> + <div t-if="opportunity.city or opportunity.zip"> + <span t-field="opportunity.city"/> <span t-field="opportunity.zip"/> + </div> + <div t-if="opportunity.state_id or country_id"> + <span t-field="opportunity.state_id"/> <span t-field="opportunity.country_id"/> + </div> + </div> + </address> + </div> + </div> + + <!-- ==== MODALS ==== --> + <div> + <div role="dialog" class="modal fade modal_edit_opp"> + <div class="modal-dialog"> + <form method="POST" class="js_accept_json modal-content js_website_submit_form edit_opp_form"> + <input type="hidden" name="csrf_token" t-att-value="request.csrf_token()"/> + <input type="hidden" name="opportunity_id" class="opportunity_id" t-att-value="opportunity.id"/> + <header class="modal-header"> + <h4 class="modal-title">Edit Opportunity</h4> + <button type="button" class="close" data-dismiss="modal" aria-label="Close">×</button> + </header> + <main class="modal-body" id="sign-dialog"> + <div class="form-group"> + <div class="form-row align-items-center"> + <div class="col-auto flex-grow-1"> + <div class="input-group"> + <div class="input-group-prepend"> + <div class="input-group-text"><span class="text-nowrap" t-esc="opportunity.company_currency.symbol"/></div> + </div> + <input type="text" name="expected_revenue" class="form-control expected_revenue" t-att-value="opportunity.expected_revenue" placeholder="Planned Revenue"/> + </div> + </div> + <div class="col-auto">at</div> + <div class="col-auto"> + <div class="input-group"> + <input type="text" name="probability" class="form-control probability" t-att-value="opportunity.probability" placeholder="Probability"/> + <div class="input-group-append"> + <div class="input-group-text">%</div> + </div> + </div> + </div> + </div> + </div> + <div class="form-group"> + <div class="row"> + <div class="col-md-6"> + <label>Priority:</label> + <div class="input-group"> + <label class="radio-inline"> + <input type="radio" name="PriorityRadioOptions" value="0" t-att-checked="opportunity.priority not in ['1','2','3']" aria-label="Rating: 0 on 3" title="Rating: 0 on 3"/> + <i class="ml-1 fa fa-star-o"></i> + </label> + <label class="radio-inline ml-2"> + <input type="radio" name="PriorityRadioOptions" value="1" t-att-checked="opportunity.priority == '1'" aria-label="Rating: 1 on 3" title="Rating: 1 on 3"/> + <i class="ml-1 fa text-warning fa-star"></i> + </label> + <label class="radio-inline ml-2"> + <input type="radio" name="PriorityRadioOptions" value="2" t-att-checked="opportunity.priority == '2'" aria-label="Rating: 2 on 3" title="Rating: 2 on 3"/> + <i class="ml-1 fa text-warning fa-star"></i> + <i class="ml-1 fa text-warning fa-star"></i> + </label> + <label class="radio-inline ml-2"> + <input type="radio" name="PriorityRadioOptions" value="3" t-att-checked="opportunity.priority == '3'" aria-label="Rating: 3 on 3" title="Rating: 3 on 3"/> + <i class="ml-1 fa text-warning fa-star"></i> + <i class="ml-1 fa text-warning fa-star"></i> + <i class="ml-1 fa text-warning fa-star"></i> + </label> + </div> + </div> + <div class="col-md-6"> + <label>Expected Closing:</label> + <div class="input-group date" id="exp_closing_div" data-target-input="nearest"> + <t t-set='date_formatted'><t t-options='{"widget": "date"}' t-esc="opportunity.date_deadline"/></t> + <input type="date" min="1900-01-01" name="date_deadline" t-att-value="date_formatted" class="datetimepicker-input form-control date_deadline" data-date-format="YYYY-MM-DD" t-att-name="prefix" placeholder="YYYY-MM-DD"/> + <div class="input-group-append" data-target="#exp_closing_div" data-toggle="datetimepicker"> + <span class="input-group-text"> + <span class="fa fa-calendar" role="img" aria-label="Calendar"></span> + </span> + </div> + </div> + </div> + </div> + </div> + <div class="form-group"> + <label class="col-form-label" for="next_activity">Next Activity</label> + <select class="form-control next_activity" name="next_activity"> + <t t-foreach="activity_types" t-as="activity_type"> + <option t-att-data="activity_type.id" t-att-selected="activity_type.id == user_activity.activity_type_id.id" t-att-name="activity_type.name" t-att-delay_count="activity_type.delay_count" t-att-delay_unit="activity_type.delay_unit" t-att-summary="activity_type.summary"><t t-esc="activity_type.name"/></option> + </t> + </select> + </div> + <div class="form-group"> + <label class="col-form-label" for="activity_summary">Details Next Activity</label> + <textarea rows="3" name="activity_summary" class="form-control activity_summary"><t t-esc="user_activity.summary"/></textarea> + </div> + <div class="form-group"> + <label class="col-form-label" for="activity_date_deadline">Next Activity Date</label> + <div class="input-group date" id="next_activity_div" data-target-input="nearest"> + <t t-set='date_formatted'><t t-options='{"widget": "date"}' t-esc="user_activity.date_deadline"/></t> + <input type="date" min="1900-01-01" name="activity_date_deadline" t-att-value="date_formatted" class="form-control activity_date_deadline datetimepicker-input" data-date-format="YYYY-MM-DD" t-att-name="prefix" placeholder="YYYY-MM-DD"/> + <div class="input-group-append" data-target="#next_activity_div" data-toggle="datetimepicker"> + <span class="input-group-text"> + <span class="fa fa-calendar" role="img" aria-label="Calendar" title="Calendar"></span> + </span> + </div> + </div> + </div> + </main> + <footer class="modal-footer"> + <button type="button" class="btn btn-secondary" data-dismiss="modal">Cancel</button> + <button t-attf-class="btn btn-primary edit_opp_confirm">Confirm</button> + </footer> + </form> + </div> + </div> + + <div role="dialog" class="modal fade modal_edit_contact"> + <div class="modal-dialog"> + <form method="POST" class="js_accept_json modal-content js_website_submit_form edit_contact_form"> + <input type="hidden" name="csrf_token" t-att-value="request.csrf_token()"/> + <input type="hidden" name="opportunity_id" class="opportunity_id" t-att-value="opportunity.id"/> + <header class="modal-header"> + <h4 class="modal-title">Edit Contact</h4> + <button type="button" class="close" data-dismiss="modal" aria-label="Close">×</button> + </header> + <main class="modal-body" id="sign-dialog"> + <t t-if="opportunity.partner_name"> + <div class="form-group"> + <label class="col-form-label" for="partner_name">Customer Name</label> + <input type="text" name="partner_name" class="form-control partner_name" t-att-value="opportunity.partner_name"/> + </div> + </t> + <t t-if="not opportunity.partner_name"> + <div class="form-group"> + <label class="col-form-label" for="partner_name">Customer Name</label> + <input type="text" name="partner_name" class="form-control partner_name" t-att-value="opportunity.contact_name"/> + </div> + </t> + <div class="form-group"> + <label class="col-form-label" for="phone">Phone</label> + <input type="text" name="phone" class="form-control phone" t-att-value="opportunity.phone"/> + </div> + <div class="form-group"> + <label class="col-form-label" for="mobile">Mobile</label> + <input type="text" name="mobile" class="form-control mobile" t-att-value="opportunity.mobile"/> + </div> + <div class="form-group"> + <label class="col-form-label" for="email_from">Email</label> + <input type="text" name="email_from" class="form-control email_from" t-att-value="opportunity.email_from"/> + </div> + <div class="form-group"> + <label class="col-form-label" for="street">Address</label> + <input type="text" name="street" class="form-control street" t-att-value="opportunity.street" placeholder="Street"/> + </div> + <div class="form-group"> + <input type="text" name="street2" class="form-control street2" t-att-value="opportunity.street2" placeholder="Street2"/> + </div> + <div class="form-group"> + <div class="row"> + <div class="col-md-5"> + <input type="text" name="city" class="form-control city" t-att-value="opportunity.city" placeholder="City"/> + </div> + <div class="col-md-5"> + <select name="state_id" class="form-control state_id"> + <option>States...</option> + <t t-foreach="states or []" t-as="state"> + <option class="state" t-att-value="state.id" t-att-country="state.country_id.id" t-att-selected="state.id == opportunity.state_id.id"> + <t t-esc="state.name"/> + </option> + </t> + </select> + </div> + <div class="col-md-2"> + <input type="text" name="zip" class="form-control zip" t-att-value="opportunity.zip" placeholder="ZIP"/> + </div> + </div> + </div> + <div class="form-group"> + <select name="country_id" class="form-control country_id"> + <option>Countries...</option> + <t t-foreach="countries or []" t-as="country"> + <option t-att-value="country.id" t-att-selected="country.id == opportunity.country_id.id"> + <t t-esc="country.name"/> + </option> + </t> + </select> + </div> + </main> + <footer class="modal-footer"> + <button type="button" class="btn btn-secondary" data-dismiss="modal">Cancel</button> + <button t-attf-class="btn btn-primary edit_contact_confirm">Confirm</button> + </footer> + </form> + </div> + </div> + </div> + <!-- === / MODALS === --> + </div> + </t> + </t> + + <div class="mt32"> + <h4><strong>Message and communication history</strong></h4> + <div class="mt16"> + <t t-call="portal.message_thread"> + <t t-set="object" t-value="opportunity"/> + </t> + </div> + </div> + </t> + </template> + +</odoo> |