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[IMP] sale,crm: add groups group_multi_salesteams for filter and groupby 

bzr revid: chm@openerp.com-20130521142753-silv9ee2nltyuy8f
This commit is contained in:
Christophe Matthieu 2013-05-21 16:27:53 +02:00
parent d8b6bc245d
commit 2fd37179ba
9 changed files with 17 additions and 16 deletions
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2
addons/crm/crm_case_section_view.xml
View File

@ -85,7 +85,7 @@
<templates>
<t t-name="kanban-box">
<div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_global_click oe_kanban_crm_salesteams">
<div class="oe_dropdown_toggle oe_dropdown_kanban" groups="base.group_user">
<div class="oe_dropdown_toggle oe_dropdown_kanban" groups="base.group_sale_manager">
<span class="oe_e">í</span>
<ul class="oe_dropdown_menu">
<li t-if="widget.view.is_action_enabled('edit')"><a type="edit">Sales Teams Settings</a></li>

1
addons/crm/crm_data.xml
View File

@ -30,6 +30,7 @@
<field name="name">Direct Sales</field>
<field name="code">DM</field>
<field name="use_leads">True</field>
<field name="alias_name">info</field>
<field name="member_ids" eval="[(4, ref('base.user_root'))]"/>
</record>

8
addons/crm/crm_lead_view.xml
View File

@ -343,7 +343,7 @@
help="Leads that are assigned to me"/>
<filter string="Assigned to My Team(s)"
domain="[('section_id.member_ids', 'in', [uid])]" context="{'invisible_section': False}"
help="Leads that are assigned to any sales teams I am member of"/>
help="Leads that are assigned to any sales teams I am member of" groups="base.group_multi_salesteams"/>
<separator />
<filter string="Available for mass mailing"
name='not_opt_out' domain="[('opt_out', '=', False)]"
@ -351,7 +351,7 @@
<separator />
<group expand="0" string="Group By...">
<filter string="Salesperson" domain="[]" context="{'group_by':'user_id'}"/>
<filter string="Team" domain="[]" context="{'group_by':'section_id'}"/>
<filter string="Team" domain="[]" context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
<filter string="Stage" domain="[]" context="{'group_by':'stage_id'}"/>
<filter string="Customer" help="Partner" domain="[]" context="{'group_by':'partner_id'}"/>
<filter string="Country" domain="[]" context="{'group_by':'country_id'}"/>
@ -362,7 +362,7 @@
</group>
<group string="Display">
<filter string="Show Countries" context="{'invisible_country': False}" help="Show Countries"/>
<filter string="Show Sales Team" context="{'invisible_section': False}" domain="[]" help="Show Sales Team"/>
<filter string="Show Sales Team" context="{'invisible_section': False}" domain="[]" help="Show Sales Team" groups="base.group_multi_salesteams"/>
</group>
</search>
</field>
@ -577,7 +577,7 @@
<filter string="Creation" domain="[]" context="{'group_by':'create_date'}"/>
</group>
<group string="Display">
<filter string="Show Sales Team" context="{'invisible_section': False}" domain="[]" help="Show Sales Team"/>
<filter string="Show Sales Team" context="{'invisible_section': False}" domain="[]" help="Show Sales Team" groups="base.group_multi_salesteams"/>
<filter string="Show Countries" context="{'invisible_country': False}" help="Show Countries"/>
</group>
</search>

2
addons/crm/report/crm_lead_report_view.xml
View File

@ -75,7 +75,7 @@
<filter icon="terp-dialog-close" string="Closed" domain="[('state','=','done')]" help="Leads/Opportunities which are in done state"/>
<separator/>
<filter string="My Sales Team(s)" icon="terp-personal+" context="{'invisible_section': False}" domain="[('section_id.user_id','=',uid)]"
help="Leads/Opportunities that are assigned to one of the sale teams I manage"/>
help="Leads/Opportunities that are assigned to one of the sale teams I manage" groups="base.group_multi_salesteams"/>
<separator/>
<filter icon="terp-personal" string="My Case(s)" help="Leads/Opportunities that are assigned to me" domain="[('user_id','=',uid)]"/>
<field name="section_id" context="{'invisible_section': False}"

2
addons/crm/report/crm_phonecall_report_view.xml
View File

@ -57,7 +57,7 @@
help="Phone calls which are in pending state"/>
<separator/>
<filter string="My Sales Team(s)" icon="terp-personal+" context="{'invisible_section': False}" domain="[('section_id.user_id','=',uid)]"
help="Phone calls that are assigned to one of the sale teams I manage"/>
help="Phone calls that are assigned to one of the sale teams I manage" groups="base.group_multi_salesteams"/>
<separator/>
<filter icon="terp-personal" string="My Phone Calls" help="Phone Calls that are assigned to me" domain="[('user_id','=',uid)]" />
<field name="section_id" string="Sales Team" context="{'invisible_section': False}"

4
addons/crm_claim/report/crm_claim_report_view.xml
View File

@ -55,7 +55,7 @@
<filter icon="terp-camera_test" string="Open" domain="[('state','=','open')]"/>
<filter icon="terp-gtk-media-pause" string="Pending" domain="[('state','=','pending')]"/>
<separator/>
<filter string="My Sales Team(s)" icon="terp-personal+" context="{'invisible_section': False}" domain="[('section_id.user_id','=',uid)]" help="My Sales Team(s)" />
<filter string="My Sales Team(s)" icon="terp-personal+" context="{'invisible_section': False}" domain="[('section_id.user_id','=',uid)]" help="My Sales Team(s)" groups="base.group_multi_salesteams"/>
<separator/>
<filter string="My Company" icon="terp-go-home" context="{'invisible_section': False}" domain="[('section_id.user_id.company_id','=',uid)]" help="My company"/>
<separator/>
@ -78,7 +78,7 @@
</group>
<group expand="1" string="Group By...">
<filter string="Salesperson" name="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
<filter string="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}" />
<filter string="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
<filter string="Partner" name="partner" icon="terp-partner" domain="[]" context="{'group_by':'partner_id'}" />
<filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
<filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />

4
addons/crm_helpdesk/crm_helpdesk_view.xml
View File

@ -151,14 +151,14 @@
<filter icon="terp-gtk-media-pause" string="Pending" domain="[('state','=','pending')]" help="All pending Helpdesk Request" />
<separator/>
<filter string="Assigned to Me or My Sales Team(s)" icon="terp-personal+" domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
help="Helpdesk requests that are assigned to me or to one of the sale teams I manage" />
help="Helpdesk requests that are assigned to me or to one of the sale teams I manage" groups="base.group_multi_salesteams"/>
<field name="partner_id" filter_domain="[('partner_id','child_of',self)]"/>
<field name="user_id"/>
<field name="section_id" string="Sales Team" groups="base.group_multi_salesteams"/>
<group expand="0" string="Group By...">
<filter string="Partner" icon="terp-partner" domain="[]" help="Partner" context="{'group_by':'partner_id'}" />
<filter string="Responsible" icon="terp-personal" domain="[]" help="Responsible User" context="{'group_by':'user_id'}" />
<filter string="Sales Team" icon="terp-personal+" domain="[]" help="Sales Team" context="{'group_by':'section_id'}" />
<filter string="Sales Team" icon="terp-personal+" domain="[]" help="Sales Team" context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
<filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
<filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}" />
<filter string="Date" icon="terp-go-month" domain="[]" help="Request Date" context="{'group_by':'date'}" />

4
addons/crm_helpdesk/report/crm_helpdesk_report_view.xml
View File

@ -56,7 +56,7 @@
<separator/>
<filter icon="terp-personal" string="My Case(s)" help="My Case(s)" domain="[('user_id','=',uid)]" />
<separator/>
<filter string="My Sales Team(s)" icon="terp-personal+" context="{'invisible_section': False}" domain="[('section_id.user_id','=',uid)]" help="My Sales Team(s)" />
<filter string="My Sales Team(s)" icon="terp-personal+" context="{'invisible_section': False}" domain="[('section_id.user_id','=',uid)]" help="My Sales Team(s)" groups="base.group_multi_salesteams"/>
<separator/>
<filter string="My Company" icon="terp-go-home" context="{'invisible_section': False}" domain="[('section_id.user_id.company_id','=',uid)]" help="My company"/>
<field name="user_id" string="Salesperson"/>
@ -71,7 +71,7 @@
</group>
<group expand="1" string="Group By...">
<filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
<filter string="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}" />
<filter string="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
<filter string="Partner" icon="terp-partner" domain="[]" context="{'group_by':'partner_id'}" />
<filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
<filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}" />

6
addons/sale_crm/sale_crm_view.xml
View File

@ -38,7 +38,7 @@
<filter string="My Sales Team(s)"
icon="terp-personal+"
domain="[('section_id.user_id','=',uid)]"
help="My Sales Team(s)"/>
help="My Sales Team(s)" groups="base.group_multi_salesteams"/>
</xpath>
<xpath expr="//field[@name='user_id']" position="after">
<field name="section_id" string="Sales Team" groups="base.group_multi_salesteams"/>
@ -70,7 +70,7 @@
<field name="section_id"/>
</xpath>
<xpath expr="//group/filter[@string='Due Date']" position="after">
<filter string="Sales Team" domain="[]" context="{'group_by':'section_id'}"/>
<filter string="Sales Team" domain="[]" context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
</xpath>
</field>
</record>
@ -250,7 +250,7 @@
<field name="forecast" widget="gage" style="width:160px; height: 120px;" options="{'max_field': 'target_invoice', 'label_field': 'target_duration_txt', 'action_change': 'action_forecast'}">Forecast</field>
</div>
<div class="oe_center" style="color:#bbbbbb;" t-if="!record.target_invoice.raw_value">
<br/>Not target invoicing defined
<br/>Define an invoicing target in the sales team settings to see the period's achievement and forecast at a glance.
</div>
</xpath>
</data>