304 lines
16 KiB
XML
304 lines
16 KiB
XML
<?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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<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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<field name="context">{
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'search_default_section_id': [active_id],
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'search_default_open': 1,
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'default_section_id': active_id,
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'default_type': 'lead',
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'stage_type': 'lead',
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}
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</field>
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<field name="help" type="html">
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<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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<!-- 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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<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>
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<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],
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'search_default_assigned_to_me': 1,
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'default_section_id': active_id,
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'stage_type': 'opportunity',
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'default_type': 'opportunity',
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'default_user_id': uid,
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}
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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 opportunity.
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</p><p>
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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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</p><p>
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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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</p>
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</field>
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</record>
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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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<kanban version="7.0" class="oe_background_grey">
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<field name="use_leads"/>
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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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<field name="color"/>
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<field name="monthly_open_leads"/>
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<field name="monthly_planned_revenue"/>
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<templates>
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<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_sale_manager">
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<span class="oe_e">í</span>
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<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>
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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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</ul>
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</div>
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<div class="oe_kanban_content">
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<h4 class="oe_center"><field name="name"/></h4>
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<div class="oe_kanban_alias oe_center" t-if="record.use_leads.raw_value and record.alias_id.value">
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<small><span class="oe_e oe_e_alias" 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">
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<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="monthly_open_leads" widget="sparkline_bar" options="{'height': '20px', 'barWidth': 4, 'barSpacing': 1}">Open Leads per Month<br/>Click to see a detailed analysis of leads.</field></a>
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</div>
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<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="monthly_planned_revenue" widget="sparkline_bar" height="20px" barWidth="4" barSpacing="1">Planned Revenue per Month<br/>Click to see a detailed analysis of opportunities.</field></a>
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</div>
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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 Search view -->
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<record id="crm_case_section_salesteams_search" model="ir.ui.view">
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<field name="name">Case Sections - Search</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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<search string="Salesteams Search">
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<field name="name"/>
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<field name="parent_id"/>
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<field name="user_id"/>
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<field name="note"/>
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<field name="code"/>
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<filter name="personal" string="My Salesteams" domain="['|', ('member_ids', '=', uid), ('user_id', '=', uid)]"/>
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<group expand="0" string="Group By...">
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<filter string="Team Leader" domain="[]" context="{'group_by':'user_id'}"/>
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<filter string="Parent Sales Teams" domain="[]" context="{'group_by':'parent_id'}"/>
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</group>
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</search>
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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="context">{'search_default_personal': True}</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 here 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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<!-- Case Sections Form View -->
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<record id="crm_case_section_view_form" model="ir.ui.view">
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<field name="name">crm.case.section.form</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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<form string="Sales Team" version="7.0">
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<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="Salesteam"/>
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</h1>
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<div name="options_active">
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<field name="use_leads" class="oe_inline"/><label for="use_leads"/>
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</div>
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</div>
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<group>
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<group>
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<field name="user_id" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'base.group_sale_salesman_all_leads']}"/>
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<field name="code"/>
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<field name="parent_id"/>
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<field name="change_responsible"/>
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<field name="active"/>
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</group>
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<group>
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<label for="alias_name" string="Email Alias"
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attrs="{'invisible': [('alias_domain', '=', False)]}"/>
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<div name="alias_def"
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attrs="{'invisible': [('alias_domain', '=', False)]}">
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<field name="alias_id" class="oe_read_only oe_inline"
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string="Email Alias" required="0"/>
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<div class="oe_edit_only oe_inline" name="edit_alias" style="display: inline;" >
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<field name="alias_name" class="oe_inline"/>@<field name="alias_domain" class="oe_inline" readonly="1"/>
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</div>
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</div>
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<field name="alias_contact" class="oe_inline"
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string="Accept Emails From"
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attrs="{'invisible': [('alias_domain', '=', False)]}"/>
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</group>
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</group>
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<notebook colspan="4">
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<page string="Team Members">
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<field name="member_ids" widget="many2many_kanban">
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<kanban quick_create="false" create="true">
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<field name="name"/>
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<templates>
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<t t-name="kanban-box">
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<div style="position: relative">
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<a t-if="! read_only_mode" type="delete" style="position: absolute; right: 0; padding: 4px; diplay: inline-block">X</a>
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<div class="oe_module_vignette">
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<div class="oe_module_desc">
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<field name="name"/>
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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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</page>
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<page string="Stages">
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<separator string="Select Stages for this Sales Team"/>
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<field name="stage_ids"/>
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</page>
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<page string="Notes">
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<field name="note"/>
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</page>
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</notebook>
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</sheet>
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<div class="oe_chatter">
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<field name="message_follower_ids" widget="mail_followers" help="Follow this salesteam to automatically track the events associated to users of this team."/>
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<field name="message_ids" widget="mail_thread"/>
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</div>
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</form>
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</field>
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</record>
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<!-- Case Sections Tree View -->
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<record id="crm_case_section_view_tree" model="ir.ui.view">
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<field name="name">crm.case.section.tree</field>
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<field name="model">crm.case.section</field>
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<field name="field_parent">child_ids</field>
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<field name="arch" type="xml">
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<tree string="Sales Team">
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<field name="name"/>
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<field name="code"/>
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<field name="user_id"/>
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</tree>
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</field>
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</record>
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<!-- Case Sections Action -->
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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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<record id="crm_case_section_act_tree" model="ir.actions.act_window">
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<field name="name">Cases by Sales Team</field>
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<field name="res_model">crm.case.section</field>
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<field name="domain">[('parent_id','=',False)]</field>
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<field name="view_type">tree</field>
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<field name="view_id" ref="crm_case_section_view_tree"/>
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</record>
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<record id="crm_case_section_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_id" ref="crm_case_section_view_tree"/>
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<field name="help" type="html">
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<p class="oe_view_nocontent_create">
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Click here 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 id="crm.menu_crm_case_section_act"
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action="crm_case_section_salesteams_act"
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sequence="1"
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parent="base.menu_sales"
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groups="base.group_multi_salesteams"/>
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</data>
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</openerp> |