2013-01-25 11:04:34 +00:00
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<?xml version="1.0" encoding="utf-8"?>
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<openerp>
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<data>
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<!-- CRM lead search by Salesteams -->
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<record model="ir.actions.act_window" id="crm_case_form_view_salesteams_lead">
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<field name="name">Leads</field>
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<field name="res_model">crm.lead</field>
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<field name="view_mode">tree,form</field>
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<field name="domain">['|', ('type','=','lead'), ('type','=',False)]</field>
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2013-02-04 15:00:58 +00:00
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<field name="view_id" ref="crm_case_tree_view_leads"/>
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<field name="search_view_id" ref="crm.view_crm_case_leads_filter"/>
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2013-01-25 11:04:34 +00:00
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<field name="context">{
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2013-02-04 15:00:58 +00:00
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'search_default_section_id': [active_id], 'default_section_id': active_id, 'default_type':'lead', 'stage_type':'lead'
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2013-01-25 11:04:34 +00:00
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}</field>
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<field name="help" type="html">
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<p class="oe_view_nocontent_create">
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Click to create a new lead.
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</p><p>
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Use leads if you need a qualification step before creating an
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opportunity or a customer. It can be a business card you received,
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a contact form filled in your website, or a file of unqualified
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prospects you import, etc.
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</p><p>
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Once qualified, the lead can be converted into a business
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opportunity and/or a new customer in your address book.
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</p>
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</field>
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</record>
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2013-02-04 15:00:58 +00:00
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<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_leads_salesteams_all">
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<field name="sequence" eval="1"/>
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<field name="view_mode">tree</field>
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<field name="view_id" ref="crm_case_tree_view_leads"/>
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<field name="act_window_id" ref="crm_case_form_view_salesteams_lead"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_leads_salesteams_all">
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<field name="sequence" eval="3"/>
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<field name="view_mode">form</field>
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<field name="view_id" ref="crm_case_form_view_leads"/>
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<field name="act_window_id" ref="crm_case_form_view_salesteams_lead"/>
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</record>
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2013-01-25 11:04:34 +00:00
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<!-- CRM opportunity search by Salesteams -->
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<record model="ir.actions.act_window" id="crm_case_form_view_salesteams_opportunity">
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2013-02-04 15:00:58 +00:00
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<field name="name">Opportunities</field>
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2013-01-25 11:04:34 +00:00
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<field name="res_model">crm.lead</field>
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2013-02-04 15:00:58 +00:00
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<field name="view_mode">kanban,tree,graph,form,calendar</field>
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2013-01-25 11:04:34 +00:00
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<field name="domain">[('type','=','opportunity')]</field>
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<field name="view_id" ref="crm.crm_case_kanban_view_leads"/>
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2013-02-06 09:44:14 +00:00
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<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
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2013-01-25 11:04:34 +00:00
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<field name="context">{
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2013-02-04 15:00:58 +00:00
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'search_default_section_id': [active_id], 'default_section_id': active_id, 'stage_type': 'opportunity', 'default_type': 'opportunity', 'default_user_id': uid
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2013-01-25 11:04:34 +00:00
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}</field>
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<field name="help" type="html">
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<p class="oe_view_nocontent_create">
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2013-02-04 15:00:58 +00:00
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Click to create a new opportunity.
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2013-01-25 11:04:34 +00:00
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</p><p>
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2013-02-04 15:00:58 +00:00
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OpenERP helps you keep track of your sales pipeline to follow
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up potential sales and better forecast your future revenues.
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2013-01-25 11:04:34 +00:00
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</p><p>
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2013-02-04 15:00:58 +00:00
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You will be able to plan meetings and phone calls from
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opportunities, convert them into quotations, attach related
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documents, track all discussions, and much more.
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2013-01-25 11:04:34 +00:00
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</p>
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</field>
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</record>
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2013-02-04 15:00:58 +00:00
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<record model="ir.actions.act_window.view" id="action_crm_tag_kanban_view_salesteams_oppor11">
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<field name="sequence" eval="0"/>
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<field name="view_mode">kanban</field>
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<field name="view_id" ref="crm_case_kanban_view_leads"/>
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<field name="act_window_id" ref="crm_case_form_view_salesteams_opportunity"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_salesteams_oppor11">
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<field name="sequence" eval="1"/>
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<field name="view_mode">tree</field>
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<field name="view_id" ref="crm_case_tree_view_oppor"/>
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<field name="act_window_id" ref="crm_case_form_view_salesteams_opportunity"/>
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</record>
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<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_salesteams_oppor11">
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<field name="sequence" eval="2"/>
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<field name="view_mode">form</field>
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<field name="view_id" ref="crm_case_form_view_oppor"/>
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<field name="act_window_id" ref="crm_case_form_view_salesteams_opportunity"/>
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</record>
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2013-01-25 11:04:34 +00:00
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<!-- Case Sections Salesteams kanban view -->
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<record model="ir.ui.view" id="crm_case_section_salesteams_view_kanban">
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<field name="name">crm.case.section.kanban</field>
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<field name="model">crm.case.section</field>
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<field name="arch" type="xml">
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2013-02-01 11:56:42 +00:00
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<kanban version="7.0" class="oe_background_grey">
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2013-01-25 11:04:34 +00:00
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<field name="name"/>
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<field name="user_id"/>
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<field name="member_ids"/>
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<field name="note"/>
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<field name="alias_id"/>
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2013-02-06 11:57:36 +00:00
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<field name="color"/>
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2013-01-25 11:04:34 +00:00
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<field name="number_lead"/>
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<field name="number_opportunity"/>
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<templates>
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<t t-name="kanban-box">
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2013-02-06 11:57:36 +00:00
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<div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_project oe_kanban_global_click oe_kanban_crm_salesteams" style="width:220px;">
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2013-01-25 11:04:34 +00:00
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<div class="oe_dropdown_toggle oe_dropdown_kanban" groups="base.group_user">
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<span class="oe_e">í</span>
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<ul class="oe_dropdown_menu">
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2013-02-06 11:57:36 +00:00
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<li t-if="widget.view.is_action_enabled('edit')"><a type="edit">Sales Teams Settings</a></li>
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<li t-if="widget.view.is_action_enabled('delete')"><a type="delete">Delete</a></li>
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<li t-if="widget.view.is_action_enabled('edit')"><ul class="oe_kanban_colorpicker" data-field="color"/></li>
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2013-01-25 11:04:34 +00:00
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</ul>
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</div>
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<div class="oe_kanban_content">
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2013-02-01 11:56:42 +00:00
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<h4><field name="name"/></h4>
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2013-02-04 15:00:58 +00:00
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<div class="oe_kanban_crm_salesteams_alias" t-if="record.alias_id.value">
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2013-03-01 14:43:33 +00:00
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<span class="oe_e">%%</span><input t-att-value="record.alias_id.raw_value[1]" readonly="1"/>
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2013-02-01 11:56:42 +00:00
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</div>
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2013-01-25 11:04:34 +00:00
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<div class="oe_kanban_crm_salesteams_list">
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2013-02-01 11:56:42 +00:00
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<a name="%(crm_case_form_view_salesteams_lead)d" type="action" style="margin-right: 10px">
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2013-02-06 09:44:14 +00:00
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<t t-raw="record.number_lead.raw_value"/>
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<t t-if="record.number_lead.raw_value >= 1">Leads</t><t t-if="record.number_lead.raw_value < 1">Lead</t></a>
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<a name="%(crm_case_form_view_salesteams_opportunity)d" type="action" style="margin-right: 10px">
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<t t-raw="record.number_opportunity.raw_value"/>
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<t t-if="record.number_opportunity.raw_value >= 1">Opportunities</t><t t-if="record.number_opportunity.raw_value < 1">Opportunity</t></a>
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2013-01-25 11:04:34 +00:00
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</div>
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<div class="oe_kanban_crm_salesteams_avatars">
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2013-02-06 12:14:44 +00:00
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<img t-if="record.user_id.raw_value" t-att-src="kanban_image('res.users', 'image_small', record.user_id.raw_value)" t-att-data-member_id="record.user_id.raw_value"/>
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2013-01-25 11:04:34 +00:00
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<t t-foreach="record.member_ids.raw_value.slice(0,11)" t-as="member">
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<img t-att-src="kanban_image('res.users', 'image_small', member)" t-att-data-member_id="member"/>
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</t>
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</div>
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</div>
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</div>
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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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<!-- Case Sections Action -->
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<record id="crm_case_section_salesteams_act" model="ir.actions.act_window">
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<field name="name">Sales Teams</field>
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<field name="res_model">crm.case.section</field>
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<field name="view_type">form</field>
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<field name="view_mode">kanban,tree,form</field>
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<field name="view_id" ref="crm_case_section_salesteams_view_kanban"/>
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<field name="help" type="html">
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<p class="oe_view_nocontent_create">
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Click to define a new sales team.
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</p><p>
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Use sales team to organize your different salespersons or
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departments into separate teams. Each team will work in
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its own list of opportunities.
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</p>
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</field>
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</record>
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<menuitem
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action="crm_case_section_salesteams_act"
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id="crm.menu_crm_case_section_act"
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sequence="1"
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parent="base.menu_sales"
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groups="base.group_sale_manager,base.group_sale_salesman"/>
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</data>
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</openerp>
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