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<?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>
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<field name= "view_id" ref= "crm_case_tree_view_leads" />
<field name= "search_view_id" ref= "crm.view_crm_case_leads_filter" />
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<field name= "context" > {
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'search_default_section_id': [active_id],
'search_default_open': 1,
'default_section_id': active_id,
'default_type': 'lead',
'stage_type': 'lead',
}
</field>
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<field name= "help" type= "html" >
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<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>
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</field>
</record>
<!-- CRM opportunity search by Salesteams -->
<record model= "ir.actions.act_window" id= "crm_case_form_view_salesteams_opportunity" >
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<field name= "name" > Opportunities</field>
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<field name= "res_model" > crm.lead</field>
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<field name= "view_mode" > kanban,tree,graph,form,calendar</field>
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<field name= "domain" > [('type','=','opportunity')]</field>
<field name= "view_id" ref= "crm.crm_case_kanban_view_leads" />
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<field name= "search_view_id" ref= "crm.view_crm_case_opportunities_filter" />
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<field name= "context" > {
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'search_default_section_id': [active_id],
'search_default_new': 1,
'search_default_open': 1,
'default_section_id': active_id,
'stage_type': 'opportunity',
'default_type': 'opportunity',
'default_user_id': uid,
}
</field>
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<field name= "help" type= "html" >
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<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>
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</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" >
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<kanban version= "7.0" class= "oe_background_grey" >
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<field name= "use_leads" />
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<field name= "name" />
<field name= "user_id" />
<field name= "member_ids" />
<field name= "note" />
<field name= "alias_id" />
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<field name= "color" />
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<field name= "target_duration_txt" />
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<field name= "open_lead_per_duration" />
<field name= "won_opportunity_per_duration" />
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<templates >
<t t-name= "kanban-box" >
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<div t-attf-class= "oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_global_click oe_kanban_crm_salesteams" >
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<div class= "oe_dropdown_toggle oe_dropdown_kanban" groups= "base.group_user" >
<span class= "oe_e" > í</span>
<ul class= "oe_dropdown_menu" >
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<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>
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</ul>
</div>
<div class= "oe_kanban_content" >
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<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" style= "float: none;" > %%</span> <t t-raw= "record.alias_id.raw_value[1]" /> </small>
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</div>
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<div class= "oe_items_list" >
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<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>
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<a name= "%(action_report_crm_lead)d" type= "action" class= "oe_sparkline_bar_link" > <field name= "open_lead_per_duration" widget= "sparkline_bar" > Number of opening leads per duration.<br /> (last one is <t t-esc= "record.target_duration_txt.value" /> ).<br /> Click to see a detailed analysis of leads.</field> </a>
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</div> <div class= "oe_salesteams_opportunities" >
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<a name= "%(crm_case_form_view_salesteams_opportunity)d" type= "action" > Opportunities</a>
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<a name= "%(action_report_crm_opportunity)d" type= "action" > <field name= "won_opportunity_per_duration" widget= "sparkline_bar" > Revenue of won opportunities per duration.<br /> (last one is <t t-esc= "record.target_duration_txt.value" /> ).<br /> Click to see a detailed analysis of opportunities.</field> </a>
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</div>
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</div>
</div>
</div>
</t>
</templates>
</kanban>
</field>
</record>
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<!-- 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" />
<group expand= "0" string= "Group By..." >
<filter string= "parent_id" domain= "[]" context= "{'group_by':'parent_id'}" />
</group>
</search>
</field>
</record>
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<!-- 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= "view_id" ref= "crm_case_section_salesteams_view_kanban" />
<field name= "help" type= "html" >
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<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>
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</field>
</record>
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<!-- 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 >
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<div class= "oe_title" >
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<label for= "name" class= "oe_edit_only" string= "Sales team" />
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<h1 >
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<field name= "name" string= "Sales team" />
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</h1>
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<div name= "group_alias"
attrs="{'invisible': [('alias_domain', '=', False)]}">
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<label for= "alias_id" string= "Email Alias" />
<field name= "alias_id" class= "oe_inline oe_read_only" required= "0" nolabel= "1" />
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<span name= "edit_alias" class= "oe_edit_only" >
<field name= "alias_name" class= "oe_inline"
attrs="{'required': [('use_leads', '=', True), ('alias_id', '!=', False)]}"/>
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@
<field name= "alias_domain" class= "oe_inline" readonly= "1" />
</span>
</div>
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<div name= "options_active" >
<field name= "use_leads" class= "oe_inline" /> <label for= "use_leads" />
</div>
</div>
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<group >
<group >
<field name= "parent_id" />
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<field name= "active" />
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</group>
<group >
<field name= "user_id" />
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<field name= "change_responsible" />
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</group>
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<group colspan= "4" col= "2" >
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<field name= "target_duration" widget= "radio" />
</group>
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<group colspan= "4" attrs= "{'invisible': [('use_leads', '=', False)]}" >
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</group>
</group>
<notebook colspan= "4" >
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<page string= "Team Members" >
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<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" >
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<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>
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</field>
</record>
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<menuitem id= "crm.menu_crm_case_section_act"
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action="crm_case_section_salesteams_act"
sequence="1"
parent="base.menu_sales"
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groups="base.group_multi_salesteams"/>
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</data>
</openerp>