312 lines
17 KiB
XML
312 lines
17 KiB
XML
<?xml version="1.0"?>
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<openerp>
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<data>
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<record model="ir.ui.view" id="crm_case_form_view_oppor">
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<field name="name">CRM - Opportunities - Quote Inherit</field>
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<field name="model">crm.lead</field>
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<field name="inherit_id" ref="crm.crm_case_form_view_oppor"/>
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<field name="arch" type="xml">
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<data>
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<xpath expr="//field[@name='stage_id']" position="before">
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<button attrs="{'invisible': [('probability', '<', 100)]}" string="Create Quotation" name="%(action_crm_make_sale)d" type="action"/>
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<button attrs="{'invisible': [('probability', '=', 100)]}" string="Convert to Quotation" name="%(action_crm_make_sale)d" type="action" class="oe_highlight"/>
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</xpath>
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</data>
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</field>
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</record>
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<!-- add needaction_menu_ref to reload quotation needaction when opportunity needaction is reloaded -->
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<record model="ir.actions.act_window" id="crm.crm_case_category_act_oppor11">
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<field name="context">{'stage_type': 'opportunity', 'default_type': 'opportunity', 'default_user_id': uid, 'needaction_menu_ref': 'sale.menu_sale_quotations'}</field>
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</record>
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<record model="ir.ui.view" id="sale_view_inherit123">
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<field name="name">sale.order.inherit</field>
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<field name="model">sale.order</field>
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<field name="inherit_id" ref="sale.view_order_form"/>
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<field name="arch" type="xml">
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<field name="user_id" position="after">
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<field name="section_id" options="{'no_create': True}" groups="base.group_multi_salesteams"/>
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<field name="categ_ids" widget="many2many_tags"/>
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</field>
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</field>
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</record>
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<record id="view_sales_order_filter_inherit" model="ir.ui.view">
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<field name="name">sale.order.list.select</field>
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<field name="model">sale.order</field>
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<field name="inherit_id" ref="sale.view_sales_order_filter"/>
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<field name="arch" type="xml">
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<xpath expr="//filter[@name='my_sale_orders_filter']" position="after">
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<separator/>
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<filter string="My Sales Team(s)"
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icon="terp-personal+"
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domain="[('section_id.user_id','=',uid)]"
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help="My Sales Team(s)" groups="base.group_multi_salesteams"/>
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</xpath>
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<xpath expr="//field[@name='user_id']" position="after">
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<field name="section_id" string="Sales Team" groups="base.group_multi_salesteams"/>
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</xpath>
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</field>
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</record>
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<!-- Update account invoice list view!-->
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<record model="ir.ui.view" id="account_invoice_tree">
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<field name="name">Account Invoice</field>
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<field name="model">account.invoice</field>
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<field name="inherit_id" ref="account.invoice_tree"/>
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<field name="arch" type="xml">
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<data>
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<xpath expr="//field[@name='user_id']" position="after">
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<field name="section_id" string="Sales Team" groups="base.group_multi_salesteams"/>
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</xpath>
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</data>
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</field>
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</record>
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<!-- Update account invoice search view!-->
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<record id="account_invoice_groupby_inherit" model="ir.ui.view">
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<field name="name">account.invoice.groupby</field>
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<field name="model">account.invoice</field>
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<field name="inherit_id" ref="account.view_account_invoice_filter"/>
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<field name="arch" type="xml">
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<xpath expr="//field[@name='user_id']" position="after">
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<field name="section_id"/>
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</xpath>
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<xpath expr="//group/filter[@string='Due Month']" position="after">
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<filter string="Sales Team" domain="[]" context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
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</xpath>
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</field>
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</record>
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<!-- Update account invoice !-->
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<record model="ir.ui.view" id="account_invoice_form">
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<field name="name">Account Invoice</field>
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<field name="model">account.invoice</field>
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<field name="inherit_id" ref="account.invoice_form"/>
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<field name="arch" type="xml">
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<data>
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<xpath expr="//field[@name='user_id']" position="after">
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<field name="section_id" groups="base.group_multi_salesteams"/>
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</xpath>
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</data>
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</field>
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</record>
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<!-- Update user form !-->
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<record model="ir.ui.view" id="res_user_form">
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<field name="name">Users Preferences</field>
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<field name="model">res.users</field>
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<field name="inherit_id" ref="base.view_users_form"/>
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<field name="arch" type="xml">
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<data>
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<xpath expr="//field[@name='tz']" position="after">
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<field name="default_section_id"/>
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</xpath>
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</data>
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</field>
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</record>
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<!-- Update Preferences form !-->
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<record id="view_users_form_preferences" model="ir.ui.view">
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<field name="name">res.users.preferences.form</field>
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<field name="model">res.users</field>
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<field name="inherit_id" ref="base.view_users_form_simple_modif"/>
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<field name="arch" type="xml">
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<data>
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<xpath expr="//field[@name='company_id']" position="before">
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<field name="default_section_id" readonly="0"/>
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</xpath>
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</data>
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</field>
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</record>
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<!-- search by Salesteams -->
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<record id="action_orders_salesteams" model="ir.actions.act_window">
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<field name="name">Sales Orders</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">sale.order</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,form,calendar,graph</field>
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<field name="search_view_id" ref="sale.view_sales_order_filter"/>
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<field name="domain">[('state','not in',('draft','sent','cancel'))]</field>
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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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}
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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 quotation that can be converted into a sales
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order.
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</p><p>
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OpenERP will help you efficiently handle the complete sales flow:
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quotation, sales order, delivery, invoicing and payment.
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</p>
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</field>
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</record>
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<record id="action_quotations_salesteams" model="ir.actions.act_window">
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<field name="name">Quotations</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">sale.order</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="sale.view_quotation_tree"/>
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<field name="view_mode">tree,form,calendar,graph</field>
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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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'show_address': 1,
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}
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</field>
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<field name="domain">[('state','in',('draft','sent','cancel'))]</field>
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<field name="search_view_id" ref="sale.view_sales_order_filter"/>
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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 quotation, the first step of a new sale.
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</p><p>
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OpenERP will help you handle efficiently the complete sale flow:
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from the quotation to the sales order, the
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delivery, the invoicing and the payment collection.
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</p><p>
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The social feature helps you organize discussions on each sales
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order, and allow your customers to keep track of the evolution
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of the sales order.
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</p>
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</field>
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</record>
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<record id="action_invoice_salesteams" model="ir.actions.act_window">
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<field name="name">Invoices</field>
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<field name="res_model">account.invoice</field>
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<field name="view_type">form</field>
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<field name="view_mode">tree,form,calendar,graph</field>
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<field name="view_id" ref="account.invoice_tree"/>
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<field name="domain">[
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('state', 'not in', ['draft', 'cancel']),
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('type', '=', 'out_invoice')]</field>
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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':'out_invoice',
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'type':'out_invoice',
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'journal_type': 'sale',
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}
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</field>
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<field name="search_view_id" ref="account.view_account_invoice_filter"/>
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</record>
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<record id="action_invoice_salesteams_view_tree" model="ir.actions.act_window.view">
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<field name="sequence">1</field>
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<field name="view_mode">tree</field>
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<field name="act_window_id" ref="sale_crm.action_invoice_salesteams"/>
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</record>
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<record id="action_invoice_salesteams_view_form" model="ir.actions.act_window.view">
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<field name="sequence">2</field>
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<field name="view_mode">form</field>
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<field name="view_id" ref="account.invoice_form"/>
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<field name="act_window_id" ref="sale_crm.action_invoice_salesteams"/>
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</record>
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<record id="action_order_report_quotation_salesteam" model="ir.actions.act_window">
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<field name="name">Quotations Analysis</field>
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<field name="res_model">sale.report</field>
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<field name="view_mode">graph</field>
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<field name="domain">[('state','=','draft'),('section_id', '=', active_id)]</field>
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<field name="context">{'search_default_order_month':1}</field>
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<field name="help">This report performs analysis on your quotations. Analysis check your sales revenues and sort it by different group criteria (salesman, partner, product, etc.) Use this report to perform analysis on sales not having invoiced yet. If you want to analyse your turnover, you should use the Invoice Analysis report in the Accounting application.</field>
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</record>
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<record id="action_order_report_so_salesteam" model="ir.actions.act_window">
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<field name="name">Sales Analysis</field>
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<field name="res_model">sale.report</field>
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<field name="view_mode">graph</field>
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<field name="domain">[('state','not in',('draft','sent','cancel')),('section_id', '=', active_id)]</field>
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<field name="context">{'search_default_order_month':1}</field>
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<field name="help">This report performs analysis on your sales orders. Analysis check your sales revenues and sort it by different group criteria (salesman, partner, product, etc.) Use this report to perform analysis on sales not having invoiced yet. If you want to analyse your turnover, you should use the Invoice Analysis report in the Accounting application.</field>
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</record>
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<record id="action_account_invoice_report_salesteam" model="ir.actions.act_window">
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<field name="name">Invoices Analysis</field>
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<field name="res_model">account.invoice.report</field>
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<field name="view_mode">graph</field>
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<field name="domain">[('section_id', '=', active_id),('state', 'not in', ['draft', 'cancel'])]</field>
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<field name="context">{'search_default_month':1}</field>
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<field name="help">From this report, you can have an overview of the amount invoiced to your customer. The tool search can also be used to personalise your Invoices reports and so, match this analysis to your needs.</field>
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</record>
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<record id="crm_case_section_salesteams_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="inherit_id" ref="crm.crm_case_section_view_form"/>
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<field name="arch" type="xml">
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<data>
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<xpath expr="//field[@name='code']" position="after">
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<field name="invoiced_target"/>
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<field name="invoiced_forecast"/>
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</xpath>
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</data>
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</field>
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</record>
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<record id="crm_case_section_salesteams_view_kanban" model="ir.ui.view">
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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="inherit_id" ref="crm.crm_case_section_salesteams_view_kanban"/>
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<field name="arch" type="xml">
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<data>
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<xpath expr="//field[@name='name']" position="after">
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<field name="monthly_quoted"/>
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<field name="monthly_confirmed"/>
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<field name="monthly_invoiced"/>
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<field name="invoiced_forecast"/>
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<field name="invoiced_target"/>
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</xpath>
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<xpath expr="//div[@class='oe_salesteams_leads']" position="after">
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<div class="oe_salesteams_orders">
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<a name="%(action_orders_salesteams)d" type="action">Sales Orders</a>
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<a name="%(action_order_report_so_salesteam)d" type="action" class="oe_sparkline_bar_link">
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<field name="monthly_confirmed" widget="sparkline_bar" options="{'delayIn': '3000'}">
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Revenue of confirmed sales orders per month.<br/>Click to acces the Sales Analysis.
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</field>
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</a>
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</div>
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</xpath>
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<xpath expr="//div[@class='oe_salesteams_opportunities']" position="after">
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<div class="oe_salesteams_invoices" groups="account.group_account_invoice">
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<a name="%(action_invoice_salesteams)d" type="action">Invoices</a>
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<a name="%(action_account_invoice_report_salesteam)d" type="action" class="oe_sparkline_bar_link">
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<field name="monthly_invoiced" widget="sparkline_bar" options="{'delayIn': '3000'}">
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Revenue of sent invoices per month.<br/>Click to see a detailed analysis of invoices.
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</field>
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</a>
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</div>
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<div class="oe_salesteams_quotations">
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<a name="%(action_quotations_salesteams)d" type="action" class="oe_sparkline_bar_link">Quotations</a>
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<a name="%(action_order_report_quotation_salesteam)d" type="action" class="oe_sparkline_bar_link">
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<field name="monthly_quoted" widget="sparkline_bar" options="{'delayIn': '3000'}">
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Revenue of created quotations per month.<br/>Click to see a detailed analysis.
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</field>
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</a>
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</div>
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</xpath>
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<xpath expr="//div[@class='oe_clear']" position="after">
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<div class="oe_center" t-if="record.invoiced_target.raw_value">
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<field name="monthly_invoiced" widget="gauge" style="width:160px; height: 120px; cursor: pointer;"
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options="{'max_field': 'invoiced_target'}">Invoiced</field>
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<field name="invoiced_forecast" widget="gauge" style="width:160px; height: 120px; cursor: pointer;"
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options="{'max_field': 'invoiced_target', 'on_change': 'action_forecast'}">Forecast</field>
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</div>
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<div class="oe_center oe_salesteams_help" style="color:#bbbbbb;" t-if="!record.invoiced_target.raw_value">
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<br/>Define an invoicing target in the sales team settings to see the period's achievement and forecast at a glance.
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</div>
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</xpath>
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</data>
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</field>
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</record>
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</data>
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</openerp>
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