304 lines
16 KiB
XML
304 lines
16 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
|
|
<openerp>
|
|
<data>
|
|
|
|
<!-- CRM lead search by Salesteams -->
|
|
|
|
<record model="ir.actions.act_window" id="crm_case_form_view_salesteams_lead">
|
|
<field name="name">Leads</field>
|
|
<field name="res_model">crm.lead</field>
|
|
<field name="view_mode">tree,form</field>
|
|
<field name="domain">['|', ('type','=','lead'), ('type','=',False)]</field>
|
|
<field name="view_id" ref="crm_case_tree_view_leads"/>
|
|
<field name="search_view_id" ref="crm.view_crm_case_leads_filter"/>
|
|
<field name="context">{
|
|
'search_default_section_id': [active_id],
|
|
'search_default_open': 1,
|
|
'default_section_id': active_id,
|
|
'default_type': 'lead',
|
|
'stage_type': 'lead',
|
|
}
|
|
</field>
|
|
<field name="help" type="html">
|
|
<p>
|
|
Use leads if you need a qualification step before creating an
|
|
opportunity or a customer. It can be a business card you received,
|
|
a contact form filled in your website, or a file of unqualified
|
|
prospects you import, etc.
|
|
</p><p>
|
|
Once qualified, the lead can be converted into a business
|
|
opportunity and/or a new customer in your address book.
|
|
</p>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- CRM opportunity search by Salesteams -->
|
|
|
|
<record model="ir.actions.act_window" id="crm_case_form_view_salesteams_opportunity">
|
|
<field name="name">Opportunities</field>
|
|
<field name="res_model">crm.lead</field>
|
|
<field name="view_mode">kanban,tree,graph,form,calendar</field>
|
|
<field name="domain">[('type','=','opportunity')]</field>
|
|
<field name="view_id" ref="crm.crm_case_kanban_view_leads"/>
|
|
<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
|
|
<field name="context">{
|
|
'search_default_section_id': [active_id],
|
|
'search_default_assigned_to_me': 1,
|
|
'default_section_id': active_id,
|
|
'stage_type': 'opportunity',
|
|
'default_type': 'opportunity',
|
|
'default_user_id': uid,
|
|
}
|
|
</field>
|
|
<field name="help" type="html">
|
|
<p class="oe_view_nocontent_create">
|
|
Click to create a new opportunity.
|
|
</p><p>
|
|
OpenERP helps you keep track of your sales pipeline to follow
|
|
up potential sales and better forecast your future revenues.
|
|
</p><p>
|
|
You will be able to plan meetings and phone calls from
|
|
opportunities, convert them into quotations, attach related
|
|
documents, track all discussions, and much more.
|
|
</p>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- Case Sections Salesteams kanban view -->
|
|
|
|
<record model="ir.ui.view" id="crm_case_section_salesteams_view_kanban">
|
|
<field name="name">crm.case.section.kanban</field>
|
|
<field name="model">crm.case.section</field>
|
|
<field name="arch" type="xml">
|
|
<kanban version="7.0" class="oe_background_grey">
|
|
<field name="use_leads"/>
|
|
<field name="name"/>
|
|
<field name="user_id"/>
|
|
<field name="member_ids"/>
|
|
<field name="note"/>
|
|
<field name="alias_id"/>
|
|
<field name="color"/>
|
|
<field name="monthly_open_leads"/>
|
|
<field name="monthly_planned_revenue"/>
|
|
<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_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>
|
|
<li t-if="widget.view.is_action_enabled('delete')"><a type="delete">Delete</a></li>
|
|
<li t-if="widget.view.is_action_enabled('edit')"><ul class="oe_kanban_colorpicker" data-field="color"/></li>
|
|
</ul>
|
|
</div>
|
|
<div class="oe_kanban_content">
|
|
<h4 class="oe_center"><field name="name"/></h4>
|
|
<div class="oe_kanban_alias oe_center" t-if="record.use_leads.raw_value and record.alias_id.value">
|
|
<small><span class="oe_e oe_e_alias" style="float: none;">%%</span><t t-raw="record.alias_id.raw_value[1]"/></small>
|
|
</div>
|
|
<div class="oe_items_list">
|
|
<div class="oe_salesteams_leads" t-if="record.use_leads.raw_value">
|
|
<a name="%(crm_case_form_view_salesteams_lead)d" type="action">Leads</a>
|
|
<a name="%(action_report_crm_lead)d" type="action" class="oe_sparkline_bar_link"><field name="monthly_open_leads" widget="sparkline_bar">Open Leads per Month<br/>Click to see a detailed analysis of leads.</field></a>
|
|
</div>
|
|
<div class="oe_salesteams_opportunities">
|
|
<a name="%(crm_case_form_view_salesteams_opportunity)d" type="action">Opportunities</a>
|
|
<a name="%(action_report_crm_opportunity)d" type="action"><field name="monthly_planned_revenue" widget="sparkline_bar">Planned Revenue per Month<br/>Click to see a detailed analysis of opportunities.</field></a>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</t>
|
|
</templates>
|
|
</kanban>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- Case Sections Search view -->
|
|
|
|
<record id="crm_case_section_salesteams_search" model="ir.ui.view">
|
|
<field name="name">Case Sections - Search</field>
|
|
<field name="model">crm.case.section</field>
|
|
<field name="arch" type="xml">
|
|
<search string="Salesteams Search">
|
|
<field name="name"/>
|
|
<field name="parent_id"/>
|
|
<field name="user_id"/>
|
|
<field name="note"/>
|
|
<field name="code"/>
|
|
<filter name="personal" string="My Salesteams" domain="['|', ('member_ids', '=', uid), ('user_id', '=', uid)]"/>
|
|
<group expand="0" string="Group By...">
|
|
<filter string="Team Leader" domain="[]" context="{'group_by':'user_id'}"/>
|
|
<filter string="Parent Sales Teams" domain="[]" context="{'group_by':'parent_id'}"/>
|
|
</group>
|
|
</search>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- Case Sections Action -->
|
|
|
|
<record id="crm_case_section_salesteams_act" model="ir.actions.act_window">
|
|
<field name="name">Sales Teams</field>
|
|
<field name="res_model">crm.case.section</field>
|
|
<field name="view_type">form</field>
|
|
<field name="view_mode">kanban,tree,form</field>
|
|
<field name="context">{'search_default_personal': True}</field>
|
|
<field name="view_id" ref="crm_case_section_salesteams_view_kanban"/>
|
|
<field name="help" type="html">
|
|
<p class="oe_view_nocontent_create">
|
|
Click here to define a new sales team.
|
|
</p><p>
|
|
Use sales team to organize your different salespersons or
|
|
departments into separate teams. Each team will work in
|
|
its own list of opportunities.
|
|
</p>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- Case Sections Form View -->
|
|
|
|
<record id="crm_case_section_view_form" model="ir.ui.view">
|
|
<field name="name">crm.case.section.form</field>
|
|
<field name="model">crm.case.section</field>
|
|
<field name="arch" type="xml">
|
|
<form string="Sales Team" version="7.0">
|
|
<sheet>
|
|
<div class="oe_title">
|
|
<label for="name" class="oe_edit_only" string="Sales team"/>
|
|
<h1>
|
|
<field name="name" string="Salesteam"/>
|
|
</h1>
|
|
<div name="options_active">
|
|
<field name="use_leads" class="oe_inline"/><label for="use_leads"/>
|
|
</div>
|
|
</div>
|
|
<group>
|
|
<group>
|
|
<field name="user_id"/>
|
|
<field name="code"/>
|
|
<field name="parent_id"/>
|
|
<field name="change_responsible"/>
|
|
<field name="active"/>
|
|
</group>
|
|
<group>
|
|
<label for="alias_name" string="Email Alias"
|
|
attrs="{'invisible': [('alias_domain', '=', False)]}"/>
|
|
<div name="alias_def"
|
|
attrs="{'invisible': [('alias_domain', '=', False)]}">
|
|
<field name="alias_id" class="oe_read_only oe_inline"
|
|
string="Email Alias" required="0"/>
|
|
<div class="oe_edit_only oe_inline" name="edit_alias" style="display: inline;" >
|
|
<field name="alias_name" class="oe_inline"/>@<field name="alias_domain" class="oe_inline" readonly="1"/>
|
|
</div>
|
|
</div>
|
|
<field name="alias_contact" class="oe_inline"
|
|
string="Accept Emails From"
|
|
attrs="{'invisible': [('alias_domain', '=', False)]}"/>
|
|
</group>
|
|
</group>
|
|
<notebook colspan="4">
|
|
<page string="Team Members">
|
|
<field name="member_ids" widget="many2many_kanban">
|
|
<kanban quick_create="false" create="true">
|
|
<field name="name"/>
|
|
<templates>
|
|
<t t-name="kanban-box">
|
|
<div style="position: relative">
|
|
<a t-if="! read_only_mode" type="delete" style="position: absolute; right: 0; padding: 4px; diplay: inline-block">X</a>
|
|
<div class="oe_module_vignette">
|
|
<div class="oe_module_desc">
|
|
<field name="name"/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</t>
|
|
</templates>
|
|
</kanban>
|
|
</field>
|
|
</page>
|
|
<page string="Stages">
|
|
<separator string="Select Stages for this Sales Team"/>
|
|
<field name="stage_ids"/>
|
|
</page>
|
|
<page string="Notes">
|
|
<field name="note"/>
|
|
</page>
|
|
</notebook>
|
|
</sheet>
|
|
<div class="oe_chatter">
|
|
<field name="message_follower_ids" widget="mail_followers" help="Follow this salesteam to automatically track the events associated to users of this team."/>
|
|
<field name="message_ids" widget="mail_thread"/>
|
|
</div>
|
|
</form>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- Case Sections Tree View -->
|
|
|
|
<record id="crm_case_section_view_tree" model="ir.ui.view">
|
|
<field name="name">crm.case.section.tree</field>
|
|
<field name="model">crm.case.section</field>
|
|
<field name="field_parent">child_ids</field>
|
|
<field name="arch" type="xml">
|
|
<tree string="Sales Team">
|
|
<field name="name"/>
|
|
<field name="code"/>
|
|
<field name="user_id"/>
|
|
</tree>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- Case Sections Action -->
|
|
|
|
<record model="ir.actions.act_window.view" id="action_crm_tag_kanban_view_salesteams_oppor11">
|
|
<field name="sequence" eval="0"/>
|
|
<field name="view_mode">kanban</field>
|
|
<field name="view_id" ref="crm_case_kanban_view_leads"/>
|
|
<field name="act_window_id" ref="crm_case_form_view_salesteams_opportunity"/>
|
|
</record>
|
|
|
|
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_salesteams_oppor11">
|
|
<field name="sequence" eval="1"/>
|
|
<field name="view_mode">tree</field>
|
|
<field name="view_id" ref="crm_case_tree_view_oppor"/>
|
|
<field name="act_window_id" ref="crm_case_form_view_salesteams_opportunity"/>
|
|
</record>
|
|
|
|
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_salesteams_oppor11">
|
|
<field name="sequence" eval="2"/>
|
|
<field name="view_mode">form</field>
|
|
<field name="view_id" ref="crm_case_form_view_oppor"/>
|
|
<field name="act_window_id" ref="crm_case_form_view_salesteams_opportunity"/>
|
|
</record>
|
|
|
|
<record id="crm_case_section_act_tree" model="ir.actions.act_window">
|
|
<field name="name">Cases by Sales Team</field>
|
|
<field name="res_model">crm.case.section</field>
|
|
<field name="domain">[('parent_id','=',False)]</field>
|
|
<field name="view_type">tree</field>
|
|
<field name="view_id" ref="crm_case_section_view_tree"/>
|
|
</record>
|
|
|
|
<record id="crm_case_section_act" model="ir.actions.act_window">
|
|
<field name="name">Sales Teams</field>
|
|
<field name="res_model">crm.case.section</field>
|
|
<field name="view_type">form</field>
|
|
<field name="view_id" ref="crm_case_section_view_tree"/>
|
|
<field name="help" type="html">
|
|
<p class="oe_view_nocontent_create">
|
|
Click here to define a new sales team.
|
|
</p><p>
|
|
Use sales team to organize your different salespersons or
|
|
departments into separate teams. Each team will work in
|
|
its own list of opportunities.
|
|
</p>
|
|
</field>
|
|
</record>
|
|
|
|
<menuitem id="crm.menu_crm_case_section_act"
|
|
action="crm_case_section_salesteams_act"
|
|
sequence="1"
|
|
parent="base.menu_sales"
|
|
groups="base.group_multi_salesteams"/>
|
|
</data>
|
|
</openerp> |