331 lines
18 KiB
XML
331 lines
18 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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'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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'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>
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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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<record id="action_report_crm_lead_salesteam" model="ir.actions.act_window">
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<field name="name">Leads Analysis</field>
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<field name="res_model">crm.lead.report</field>
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<field name="context">{"search_default_month":1}</field>
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<field name="view_mode">graph</field>
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<field name="view_id" ref="crm.view_report_crm_lead_graph_two"/>
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<field name="domain">[('type','=', 'lead'),('section_id', '=', active_id)]</field>
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<field name="help">Leads Analysis allows you to check different CRM related information like the treatment delays or number of leads per state. You can sort out your leads analysis by different groups to get accurate grained analysis.</field>
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</record>
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<record id="action_report_crm_opportunity_salesteam" model="ir.actions.act_window">
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<field name="name">Opportunities Analysis</field>
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<field name="res_model">crm.lead.report</field>
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<field name="view_mode">graph</field>
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<field name="view_id" ref="crm.view_report_crm_opportunity_graph"/>
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<field name="domain">[('type','=', 'opportunity'), ('section_id', '=', active_id)]</field>
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<field name="help">Opportunities Analysis gives you an instant access to your opportunities with information such as the expected revenue, planned cost, missed deadlines or the number of interactions per opportunity. This report is mainly used by the sales manager in order to do the periodic review with the teams of the sales pipeline.</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_salesteam)d" type="action" class="oe_sparkline_bar_link">
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<field name="monthly_open_leads" widget="sparkline_bar"
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options="{'height': '20px', 'barWidth': 4, 'barSpacing': 1, 'delayIn': '3000', 'tooltip_suffix': ' Leads'}">Open Leads per Month<br/>Click to see a detailed analysis of leads.</field>
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</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_salesteam)d" type="action">
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<field name="monthly_planned_revenue" widget="sparkline_bar"
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options="{'height': '20px', 'barWidth': '4', 'barSpacing': '1', 'delayIn': '3000', 'tooltip_suffix': ' (Planned Revenue)'}">Planned Revenue per Month<br/>Click to see a detailed analysis of opportunities.</field>
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</a>
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</div>
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</div>
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<div class="oe_clear"></div>
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<div class="oe_kanban_salesteams_avatars">
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<t t-foreach="record.member_ids.raw_value.slice(0,10)" 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 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 Sales Teams" 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> |