596 lines
32 KiB
XML
596 lines
32 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- SO Lines -->
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<record id="action_sale_order_lines" model="ir.actions.act_window">
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<field name="name">Sale Order Lines</field>
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<field name="view_mode">list,kanban,form</field>
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<field name="res_model">sale.order.line</field>
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</record>
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<!-- Subscriptions -->
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<record id="sale_subscription_view_search" model="ir.ui.view">
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<field name="name">sale.order.search</field>
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<field name="model">sale.order</field>
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<field name="arch" type="xml">
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<search string="Subscriptions">
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<field name="name" string="Order" filter_domain="['|', ('name', 'ilike', self), ('client_order_ref', 'ilike', self)]"/>
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<field name="partner_id" operator="child_of"/>
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<field name="user_id"/>
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<field name="team_id"/>
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<field name="order_line" string="Product" filter_domain="[('order_line.product_id', 'ilike', self)]"/>
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<field name="sale_order_template_id" groups="sales_team.group_sale_manager"/>
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<filter name="my_subscriptions" string="My Subscriptions" domain="[('user_id','=',uid), ('subscription_state', '!=', False)]"/>
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<filter string="Unassigned" name="contracts_not_assigned" help="Subscriptions that are not assigned to an account manager." domain="[('user_id', '=', False)]"/>
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<separator/>
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<filter name="quotations" string="Quotations" domain="[('subscription_state','in', ['1_draft', '2_renewal'])]"/>
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<filter name="progress" string="In Progress" domain="[('subscription_state','=', '3_progress')]"/>
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<filter name="paused" string="Paused" domain="[('subscription_state','=', '4_paused')]"/>
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<filter name="churned" string="Churned" domain="[('subscription_state','=', '6_churn')]"/>
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<separator/>
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<filter name="closing" string="Closing" domain="[('is_closing', '=', True)]"/>
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<separator/>
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<filter name="to_renew" string="To Invoice" domain="[('next_invoice_date', '<=', 'today'), ('subscription_state', 'in', ('3_progress', '4_paused'))]"/>
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<separator/>
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<filter name="automatic_payment" string="Automatic Payments" domain="[('subscription_state', 'in', ('3_progress', '4_paused')), ('payment_token_id', '!=', False)]"/>
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<filter name="manual_payment" string="Manual Payment" domain="[('subscription_state', 'in', ('3_progress', '4_paused')), ('payment_token_id', '=', False), ('require_payment', '=', True)]"/>
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<filter name="automatic_invoicing" string="Automatic Invoicing" domain="[('subscription_state', 'in', ('3_progress', '4_paused')), ('payment_token_id', '=', False), ('require_payment', '=', False)]"/>
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<separator/>
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<filter name="payment_exception" string="In Error" domain="[('payment_exception','=', True)]" help="Contracts whose payment has failed"/>
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<separator/>
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<filter name="first_contract_date" date="first_contract_date"/>
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<separator/>
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<filter name="recurring_next_date" string="Next invoice Date" date="next_invoice_date"/>
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<separator/>
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<filter name="end_date" date="end_date"/>
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<separator/>
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<filter invisible="1" string="My Activities" name="filter_activities_my"
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domain="[('activity_user_id', '=', uid)]"/>
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<separator invisible="1"/>
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<filter invisible="1" string="Late Activities" name="activities_overdue"
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domain="[('my_activity_date_deadline', '<', 'today')]"
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help="Show all records whose next activity date is past"/>
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<filter invisible="1" string="Today Activities" name="activities_today"
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domain="[('my_activity_date_deadline', '=', 'today')]"/>
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<filter invisible="1" string="Future Activities" name="activities_upcoming_all"
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domain="[('my_activity_date_deadline', '>', 'today')
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]"/>
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<separator/>
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<group>
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<filter string="Salesperson" name="sales_person" context="{'group_by':'user_id'}"/>
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<filter string="Sales Team" name="sales_team" context="{'group_by':'team_id'}"/>
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<filter string="Subscription Status" name="subscription_state" context="{'group_by':'subscription_state'}"/>
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<filter string="Template" name="template" context="{'group_by':'sale_order_template_id'}" groups="sales_team.group_sale_manager"/>
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<filter string="Recurring Plan" name="plan" context="{'group_by' : 'plan_id'}" />
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<filter string="Customer" name="customer" context="{'group_by':'partner_id'}"/>
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<filter string="First Contract Date" name="first_contract_month" context="{'group_by' : 'first_contract_date'}"/>
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<filter string="End Date" name="end_month" context="{'group_by' : 'end_date'}" />
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<filter string="Next Invoice Date" name="next_invoice_date" context="{'group_by' : 'next_invoice_date'}" />
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</group>
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</search>
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</field>
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</record>
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<!-- Cohort from subscription App -->
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<record id="sale_order_view_cohort" model="ir.ui.view">
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<field name="name">sale.order.cohort</field>
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<field name="model">sale.order</field>
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<field name="arch" type="xml">
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<cohort string="Subscription" date_start="first_contract_date" date_stop="end_date" interval="month" sample="1"/>
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</field>
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</record>
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<record id="sale_order_view_graph_subscription" model="ir.ui.view">
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<field name="name">sale.order.graph</field>
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<field name="model">sale.order</field>
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<field name="arch" type="xml">
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<graph string="Subscriptions" sample="1">
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<field name="first_contract_date" interval="month"/>
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<field name="recurring_monthly" type="measure"/>
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</graph>
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</field>
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</record>
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<record id="sale_subscription_action" model="ir.actions.act_window">
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<field name="name">Subscriptions</field>
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<field name="path">subscriptions</field>
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<field name="res_model">sale.order</field>
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<field name="view_mode">list,kanban,form,pivot,graph,cohort,activity</field>
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<field name="context">{
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'default_subscription_state': '1_draft',
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'search_default_progress': 1,
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'search_default_paused': 1,
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}</field>
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<field name="domain">[('subscription_state', 'in', ['1_draft', '3_progress', '4_paused', '6_churn'])]</field>
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<field name="search_view_id" ref="sale_subscription.sale_subscription_view_search"/>
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<field name="help" type="html">
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<img src="/sale_subscription/static/src/img/MRRgraph.svg" alt="Onboarding example showing how the app tracks customer subscriptions and visualizes MRR growth." class="w-100 mb-4 rounded-3 bg-secondary-light"/>
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<p>Create a new subscription</p>
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<p>Automate invoices and payments, simplify upsell quotes, reduce churn and get insights (MRR, churn, CLTV, ...)</p>
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</field>
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</record>
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<record id="sale_subscription_action_view_graph" model="ir.actions.act_window.view">
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<field name="sequence" eval="5"/>
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<field name="view_mode">graph</field>
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<field name="view_id" ref="sale_subscription.sale_order_view_graph_subscription"/>
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<field name="act_window_id" ref="sale_subscription_action"/>
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</record>
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<record id="sale_subscription_action_filtered" model="ir.actions.act_window">
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<field name="name">Subscriptions</field>
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<field name="res_model">sale.order</field>
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<field name="view_mode">list,form,kanban,pivot,graph,activity</field>
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<field name="context">{
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'search_default_sale_order_template_id': [active_id],
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'default_sale_order_template_id': active_id,
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}
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</field>
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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 subscription
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</p><p>
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Automate invoices and payments, simplify upsell quotes, reduce churn and get insights (MRR, churn, CLTV, ...)
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</p>
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</field>
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</record>
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<record id="sale_subscription_action_filtered_view_graph" model="ir.actions.act_window.view">
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<field name="sequence" eval="5"/>
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<field name="view_mode">graph</field>
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<field name="view_id" ref="sale_subscription.sale_order_view_graph_subscription"/>
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<field name="act_window_id" ref="sale_subscription_action_filtered"/>
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</record>
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<record id="sale_subscription_action_pending" model="ir.actions.act_window">
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<field name="name">To Renew</field>
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<field name="res_model">sale.order</field>
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<field name="view_mode">list,form,pivot,graph,kanban,cohort,activity</field>
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<field name="context">{
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'search_default_my_subscription':1,
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'search_default_to_renew':1,
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'default_subscription_state': '1_draft',
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}</field>
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<field name="domain">[('subscription_state', '!=', False)]</field>
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<field name="search_view_id" ref="sale_subscription.sale_subscription_view_search"/>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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Great, there are no subscriptions to renew!
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</p><p>
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Here you will find subscriptions overdue for renewal.
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</p><p>
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It could be due to the fail of the automatic payment
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or because the new invoice has not yet been issued.
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</p>
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</field>
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</record>
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<record id="sale_subscription_action_pending_view_graph" model="ir.actions.act_window.view">
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<field name="sequence" eval="5"/>
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<field name="view_mode">graph</field>
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<field name="view_id" ref="sale_subscription.sale_order_view_graph_subscription"/>
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<field name="act_window_id" ref="sale_subscription_action_pending"/>
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</record>
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<record id="sale_subscription_upsell_primary_view_tree" model="ir.ui.view">
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<field name="name">sale.subscription.order.list</field>
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<field name="model">sale.order</field>
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<field name="inherit_id" ref="sale.view_quotation_tree"/>
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<field name="mode">primary</field>
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<field name="priority">999</field>
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<field name="arch" type="xml">
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<list position="attributes">
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<!-- use the default order defined on the model -->
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<attribute name="default_order">id desc</attribute>
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</list>
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</field>
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</record>
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<record id="sale_subscription_action_upsell" model="ir.actions.act_window">
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<field name="name">Upsells</field>
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<field name="res_model">sale.order</field>
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<field name="view_mode">list,form,pivot,graph,kanban,cohort,activity</field>
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<field name="domain">[('subscription_state', '=', '7_upsell')]</field>
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<field name="context">{
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'create': False,
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}</field>
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<field name="view_ids" eval="[(5, 0, 0),
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(0, 0, {'view_mode': 'list', 'view_id': ref('sale_subscription_upsell_primary_view_tree'), 'sequence': 1}),
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(0, 0, {'view_mode': 'kanban', 'sequence': 2}),
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]"/>
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<field name="search_view_id" ref="sale_subscription.sale_subscription_view_search"/>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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No Upsell Found
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</p><p>
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Upsell orders allow you to add or remove products to ongoing subscriptions.
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It can be created by clicking on the Upsell button from an active subscription.
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</p>
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</field>
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</record>
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<record id="sale_subscription_action_upsell_view_graph" model="ir.actions.act_window.view">
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<field name="sequence" eval="5"/>
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<field name="view_mode">graph</field>
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<field name="view_id" ref="sale_subscription.sale_order_view_graph_subscription"/>
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<field name="act_window_id" ref="sale_subscription_action_upsell"/>
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</record>
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<!-- Kanban from subscription App -->
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<record id="sale_subscription_view_kanban" model="ir.ui.view">
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<field name="name">sale.order.kanban</field>
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<field name="model">sale.order</field>
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<field name="arch" type="xml">
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<kanban default_group_by="subscription_state" class="o_kanban_mobile o_kanban_order" sample="1" quick_create="false">
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<field name="state"/>
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<field name="subscription_state" options="{'group_by_tooltip': {'description': 'Description'}}"/>
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<field name="sale_order_template_id" groups="sales_team.group_sale_manager"/>
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<field name="currency_id"/>
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<field name="payment_exception"/>
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<field name="rating_ids"/>
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<field name="rating_last_value" />
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<field name="start_date"/>
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<progressbar field="activity_state" colors='{"planned": "success", "today": "warning", "overdue": "danger"}' help="This bar allows to filter the opportunities based on scheduled activities."/>
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<templates>
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<t t-name="card">
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<div class="d-flex fw-bolder">
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<field name="partner_id" readonly="state in ['cancel', 'sale']"/>
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<field name="recurring_total" class="ms-auto" widget="monetary"/>
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</div>
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<div>
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<field name="plan_id" class="float-end"/>
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<field name="name" readonly="state != 'draft'"/>
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<div t-if="record.payment_exception.raw_value" class="badge rounded-pill text-bg-danger me-2 mt-1">
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Payment Failure
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</div>
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<div t-if="record.subscription_state.raw_value == '3_progress' and luxon.DateTime.fromISO(record.start_date.raw_value) > luxon.DateTime.now()" class="badge rounded-pill float-end text-bg-info me-2 mt-1">
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Future
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</div>
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</div>
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<footer>
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<div class="d-flex">
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<field name="starred" widget="boolean_favorite" nolabel="1" force_save="1" />
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<field name="activity_ids" widget="kanban_activity" class="ms-2"/>
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<b t-if="record.rating_ids.raw_value.length">
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<span style="font-weight:bold;" class="fa fa-fw mt4 fa-smile-o text-success" t-if="record.rating_last_value.value == 5" title="Latest Rating: Happy" role="img" aria-label="Happy face"/>
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<span style="font-weight:bold;" class="fa fa-fw mt4 fa-meh-o text-warning" t-if="record.rating_last_value.value == 3" title="Latest Rating: Neutral" role="img" aria-label="Neutral face"/>
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<span style="font-weight:bold;" class="fa fa-fw mt4 fa-frown-o text-danger" t-if="record.rating_last_value.value == 1" title="Latest Rating: Unhappy" role="img" aria-label="Unhappy face"/>
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</b>
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</div>
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<div class="ms-auto d-flex align-items-center">
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<field name="user_id" widget="many2one_avatar_user" class="ms-1"/>
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</div>
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</footer>
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</t>
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</templates>
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</kanban>
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</field>
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</record>
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<record id="sale_subscription_kanban" model="ir.actions.act_window.view">
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<field name="sequence" eval="2"/>
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<field name="view_mode">kanban</field>
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<field name="view_id" ref="sale_subscription_view_kanban"/>
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<field name="act_window_id" ref="sale_subscription_action"/>
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</record>
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<!-- List from subscription App -->
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<record id="sale_subscription_view_tree" model="ir.ui.view">
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<field name="name">sale.subscription.order.list</field>
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<field name="model">sale.order</field>
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<field name="arch" type="xml">
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<list sample="1" multi_edit="1" default_order="next_invoice_date asc, end_date asc"
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decoration-warning="subscription_state == '4_paused'"
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decoration-muted="state == 'cancel'">
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<field name="name" string="Number" readonly="1" decoration-bf="1"/>
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<field name="client_order_ref" optional="hide" readonly="1" decoration-bf="1"/>
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<field name="partner_id" readonly="1"/>
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<field name="subscription_id" string="Parent Subscription" optional="hide"/>
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<field name="first_contract_date" optional="hide" readonly="1"/>
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<field name="start_date" optional="hide" readonly="1"/>
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<field name="next_invoice_date" string="Next Invoice" class="fw-bold"
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decoration-info="first_contract_date and first_contract_date > current_date"
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decoration-danger="next_invoice_date and next_invoice_date < current_date"
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decoration-warning="is_closing"
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readonly="1"
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invisible="subscription_state not in ['3_progress', '4_paused']"/>
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<field name="end_date" optional="hide"/>
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<field name="team_id" optional="hide"/>
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<field name="user_id" widget="many2one_avatar_user"/>
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<field name="activity_ids" widget="list_activity" optional="show" readonly="1"/>
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<field name="company_id" readonly="1" column_invisible="True"/>
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<field name="company_id" groups="base.group_multi_company" readonly="1"/>
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<field name="tag_ids" optional="hide" widget="many2many_tags" options="{'color_field': 'color'}" readonly="1"/>
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<field name="recurring_monthly" string="MRR" optional="hide" readonly="1"/>
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<field name="recurring_total" string="Recurring" optional="show" readonly="1"/>
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<field name="plan_id" optional="show" readonly="1"/>
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<field name="non_recurring_total" string="Non Recurring" optional="hide" readonly="1"/>
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<field name="sale_order_template_id" string="Quotation Template" optional="hide" readonly="state in ['cancel', 'sale']" groups="sales_team.group_sale_manager"/>
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<field name="amount_total" decoration-bf="1" widget='monetary' options="{'currency_field': 'currency_id'}" optional="hide" readonly="1"
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decoration-info="invoice_status == 'to invoice'"/>
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<field name="subscription_state" widget="badge"
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decoration-success="subscription_state == '3_progress'"
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decoration-warning="subscription_state == '4_paused'"
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decoration-danger="subscription_state == '6_churn'"
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decoration-primary="subscription_state == '7_upsell'"
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decoration-info="subscription_state in ['1_draft', '2_renewal']"
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readonly="1"/>
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<field name="state" string="Order Status"
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decoration-success="state == 'sale'"
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decoration-info="state == 'draft'"
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decoration-primary="state == 'sent'"
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widget="badge" optional="hide"/>
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<field name="currency_id" readonly="1" column_invisible="True"/>
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</list>
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</field>
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</record>
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<record id="sale_subscription_tree" model="ir.actions.act_window.view" >
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<field name="sequence" eval="1"/>
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<field name="view_mode">list</field>
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<field name="view_id" ref="sale_subscription_view_tree"/>
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<field name="act_window_id" ref="sale_subscription_action"/>
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</record>
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<record id="sale_subscription_tree_pending" model="ir.actions.act_window.view" >
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<field name="sequence" eval="1"/>
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<field name="view_mode">list</field>
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<field name="view_id" ref="sale_subscription_view_tree"/>
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<field name="act_window_id" ref="sale_subscription_action_pending"/>
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</record>
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<record id="sale_subscription_quotation_tree_view" model="ir.ui.view">
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<field name="name">sale.subscription.quotation.list</field>
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<field name="model">sale.order</field>
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<field name="inherit_id" ref="sale_subscription.sale_subscription_view_tree"/>
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<field name="mode">primary</field>
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<field name="priority">999</field>
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<field name="arch" type="xml">
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<list position="attributes">
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<!-- use the default order defined on the model -->
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<attribute name="default_order">id desc</attribute>
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</list>
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<field name="amount_total" position="attributes">
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<attribute name="optional">show</attribute>
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</field>
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<field name="next_invoice_date" position="before">
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<field name="validity_date" readonly="1" optional="hide"/>
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</field>
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<field name="next_invoice_date" position="attributes">
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<attribute name="optional">hide</attribute>
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</field>
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</field>
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</record>
|
|
|
|
<record id="sale_subscription_action_quotes" model="ir.actions.act_window">
|
|
<field name="name">Quotations</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">list,kanban,form,pivot,graph,cohort,activity</field>
|
|
<field name="context">{
|
|
'search_default_my_subscriptions': 1,
|
|
}</field>
|
|
<!-- All kind of subscription except upsell -->
|
|
<field name="domain">[('subscription_state', 'in', ['1_draft', '2_renewal', '3_progress', '4_paused', '5_renewed', '6_churn'])]</field>
|
|
<field name="view_ids" eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'list', 'view_id': ref('sale_subscription.sale_subscription_quotation_tree_view'), 'sequence': 1}),
|
|
(0, 0, {'view_mode': 'kanban', 'sequence': 2}),
|
|
]"/>
|
|
<field name="search_view_id" ref="sale_subscription_view_search"/>
|
|
<field name="help" type="html">
|
|
<p class="o_view_nocontent_smiling_face">
|
|
Create a subscription quotation
|
|
</p><p>
|
|
Create subscriptions to manage recurring invoicing and payments from your customers.
|
|
</p>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="sale_subscription_action_quotes_view_graph" model="ir.actions.act_window.view">
|
|
<field name="sequence" eval="5"/>
|
|
<field name="view_mode">graph</field>
|
|
<field name="view_id" ref="sale_subscription.sale_order_view_graph_subscription"/>
|
|
<field name="act_window_id" ref="sale_subscription_action_quotes"/>
|
|
</record>
|
|
|
|
<!-- Calendar view -->
|
|
<record id="view_sale_subscription_calendar" model="ir.ui.view">
|
|
<field name="name">sale.order.calendar</field>
|
|
<field name="inherit_id" ref="sale.view_sale_order_calendar"/>
|
|
<field name="mode">primary</field>
|
|
<field name="model">sale.order</field>
|
|
<field name="arch" type="xml">
|
|
<field name="amount_total" position="replace">
|
|
<field name="recurring_monthly" widget="monetary"/>
|
|
<field name="plan_id"/>
|
|
</field>
|
|
<calendar position="attributes">
|
|
<attribute name="color">subscription_state</attribute>
|
|
</calendar>
|
|
<field name="state" position="replace">
|
|
<field name="subscription_state" filters="1" invisible="1"/>
|
|
</field>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="sale_subscription_calendar" model="ir.actions.act_window.view" >
|
|
<field name="sequence" eval="3"/>
|
|
<field name="view_mode">calendar</field>
|
|
<field name="view_id" ref="view_sale_subscription_calendar"/>
|
|
<field name="act_window_id" ref="sale_subscription_action"/>
|
|
</record>
|
|
|
|
<record id="sale_subscription_calendar_pending" model="ir.actions.act_window.view" >
|
|
<field name="sequence" eval="3"/>
|
|
<field name="view_mode">calendar</field>
|
|
<field name="view_id" ref="view_sale_subscription_calendar"/>
|
|
<field name="act_window_id" ref="sale_subscription_action_pending"/>
|
|
</record>
|
|
|
|
<record id="sale_subscription_calendar_quotes" model="ir.actions.act_window.view" >
|
|
<field name="sequence" eval="3"/>
|
|
<field name="view_mode">calendar</field>
|
|
<field name="view_id" ref="view_sale_subscription_calendar"/>
|
|
<field name="act_window_id" ref="sale_subscription_action_quotes"/>
|
|
</record>
|
|
|
|
<record id="sale_subscription_calendar_upsell" model="ir.actions.act_window.view" >
|
|
<field name="sequence" eval="3"/>
|
|
<field name="view_mode">calendar</field>
|
|
<field name="view_id" ref="view_sale_subscription_calendar"/>
|
|
<field name="act_window_id" ref="sale_subscription_action_upsell"/>
|
|
</record>
|
|
|
|
<!-- Form from subscription App -->
|
|
<record id="sale_subscription_primary_form_view" model="ir.ui.view">
|
|
<field name="name">sale.subscription.order.primary.form</field>
|
|
<field name="model">sale.order</field>
|
|
<field name="inherit_id" ref="sale_subscription.sale_subscription_order_view_form"/>
|
|
<field name="mode">primary</field>
|
|
<field name="priority">999</field>
|
|
<field name="arch" type="xml">
|
|
<xpath expr="//field[@name='order_line']//list//field[@name='product_id']" position="attributes">
|
|
<attribute name="context">
|
|
{
|
|
'default_lst_price': price_unit,
|
|
'default_recurring_invoice': True,
|
|
'default_uom_id': product_uom_id,
|
|
}
|
|
</attribute>
|
|
</xpath>
|
|
<xpath expr="//field[@name='order_line']//list//field[@name='product_template_id']" position="attributes">
|
|
<attribute name="context">
|
|
{
|
|
'default_lst_price': price_unit,
|
|
'default_recurring_invoice': True,
|
|
'default_uom_id': product_uom_id,
|
|
}
|
|
</attribute>
|
|
</xpath>
|
|
<field name="next_invoice_date" position="attributes">
|
|
<attribute name="optional">show</attribute>
|
|
</field>
|
|
<field name="sale_order_template_id" position="attributes">
|
|
<attribute name="domain">[('is_subscription', '=', True)]</attribute>
|
|
</field>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="sale_subscription_form" model="ir.actions.act_window.view">
|
|
<field name="view_mode">form</field>
|
|
<field name="view_id" ref="sale_subscription_primary_form_view"/>
|
|
<field name="act_window_id" ref="sale_subscription_action"/>
|
|
</record>
|
|
|
|
<record id="sale_subscription_form_quotes" model="ir.actions.act_window.view">
|
|
<field name="view_mode">form</field>
|
|
<field name="view_id" ref="sale_subscription_primary_form_view"/>
|
|
<field name="act_window_id" ref="sale_subscription_action_quotes"/>
|
|
</record>
|
|
|
|
<record id="sale_subscription_form_upsell" model="ir.actions.act_window.view">
|
|
<field name="view_mode">form</field>
|
|
<field name="view_id" ref="sale_subscription_primary_form_view"/>
|
|
<field name="act_window_id" ref="sale_subscription_action_upsell"/>
|
|
</record>
|
|
|
|
<record id="sale_subscription_form_pending" model="ir.actions.act_window.view">
|
|
<field name="view_mode">form</field>
|
|
<field name="view_id" ref="sale_subscription_primary_form_view"/>
|
|
<field name="act_window_id" ref="sale_subscription_action_pending"/>
|
|
</record>
|
|
|
|
<!-- Activities -->
|
|
<record id="sale_subscription_view_activity" model="ir.ui.view" >
|
|
<field name="name">sale.subscription.activity</field>
|
|
<field name="model">sale.order</field>
|
|
<field name="arch" type="xml">
|
|
<activity string="Subscriptions">
|
|
<templates>
|
|
<div t-name="activity-box">
|
|
<div>
|
|
<field name="note" display="full" class="o_text_block"/>
|
|
<field name="partner_id" muted="1" display="full" class="o_text_block"/>
|
|
</div>
|
|
</div>
|
|
</templates>
|
|
</activity>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- Close reasons -->
|
|
<record id="sale_subscription_close_reason_view_tree" model="ir.ui.view">
|
|
<field name="name">sale.subscription.reason.list</field>
|
|
<field name="model">sale.order.close.reason</field>
|
|
<field name="arch" type="xml">
|
|
<list string="Close Reasons">
|
|
<field name="sequence" widget="handle"/>
|
|
<field name="name"/>
|
|
<field name="visible_in_portal"/>
|
|
</list>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="sale_subscription_close_reason_action" model="ir.actions.act_window">
|
|
<field name="name">Close Reasons</field>
|
|
<field name="res_model">sale.order.close.reason</field>
|
|
<field name="view_mode">list,form</field>
|
|
</record>
|
|
|
|
<record id="sale_subscription_close_reason_view_form" model="ir.ui.view">
|
|
<field name="name">sale.subscription.reason.form</field>
|
|
<field name="model">sale.order.close.reason</field>
|
|
<field name="arch" type="xml">
|
|
<form string="Subscription Close Reason">
|
|
<sheet>
|
|
<field name="empty_retention_message" invisible="1"/>
|
|
<group>
|
|
<field name="name" placeholder="The reason for closing a subscription"/>
|
|
<field name="visible_in_portal" string="Selectable in Portal" help="Allowing to be selected by customers in the portal when they are closing their subscriptions."/>
|
|
</group>
|
|
<div invisible="not visible_in_portal">
|
|
<separator string="Portal: retention step"/>
|
|
<group>
|
|
<field name="retention_message" placeholder="This message will be displayed to convince the customer to stay (e.g., We don't want you to leave, can we offer to schedule a meeting with your account manager?)"/>
|
|
<field name="retention_button_text" placeholder="The text to display on the call to action"/>
|
|
<field name="retention_button_link" placeholder="The redirect link of the call to action"/>
|
|
</group>
|
|
</div>
|
|
<div role="alert" class="alert alert-warning" invisible="not visible_in_portal or not empty_retention_message and retention_button_text and retention_button_link or empty_retention_message and not retention_button_text and not retention_button_link">
|
|
<strong>Warning:</strong> the survey can only be shown if all information is set. Please complete:
|
|
<ul>
|
|
<li invisible="not empty_retention_message">message</li>
|
|
<li invisible="retention_button_text">button text</li>
|
|
<li invisible="retention_button_link">button link</li>
|
|
</ul>
|
|
</div>
|
|
</sheet>
|
|
</form>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- Change customer -->
|
|
<record id="model_sale_order_subscription_change_customer" model="ir.actions.server">
|
|
<field name="name">Change customer</field>
|
|
<field name="model_id" ref="sale.model_sale_order"/>
|
|
<field name="binding_model_id" ref="sale.model_sale_order"/>
|
|
<field name="binding_view_types">form,list,kanban</field>
|
|
<field name="state">code</field>
|
|
<field name="code">action = env["ir.actions.actions"]._for_xml_id("sale_subscription.sale_subscription_change_customer_wizard_action")</field>
|
|
</record>
|
|
|
|
<record id="model_sale_order_subscription_pause_record" model="ir.actions.server">
|
|
<field name="name">Pause Subscription</field>
|
|
<field name="model_id" ref="sale.model_sale_order"/>
|
|
<field name="binding_model_id" ref="sale.model_sale_order"/>
|
|
<field name="binding_view_types">form,list,kanban</field>
|
|
<field name="state">code</field>
|
|
<field name="code">
|
|
if records:
|
|
records.pause_subscription()
|
|
</field>
|
|
</record>
|
|
|
|
</odoo>
|