154 lines
7.8 KiB
XML
154 lines
7.8 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="context">{
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'search_default_section_id': [active_id],
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'default_section_id': active_id,
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'search_default_new': True,
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'search_default_open': True
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}</field>
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<field name="help" type="html">
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<p class="oe_view_nocontent_create">
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Click to create a new lead.
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</p><p>
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Use leads if you need a qualification step before creating an
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opportunity or a customer. It can be a business card you received,
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a contact form filled in your website, or a file of unqualified
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prospects you import, etc.
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</p><p>
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Once qualified, the lead can be converted into a business
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opportunity and/or a new customer in your address book.
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</p>
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</field>
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</record>
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<!-- 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">Leads</field>
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<field name="res_model">crm.lead</field>
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<field name="view_mode">kanban,tree,form</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="context">{
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'search_default_section_id': [active_id],
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'default_section_id': active_id,
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'search_default_new': True,
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'search_default_open': True
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}</field>
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<field name="help" type="html">
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<p class="oe_view_nocontent_create">
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Click to create a new lead.
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</p><p>
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Use leads if you need a qualification step before creating an
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opportunity or a customer. It can be a business card you received,
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a contact form filled in your website, or a file of unqualified
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prospects you import, etc.
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</p><p>
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Once qualified, the lead can be converted into a business
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opportunity and/or a new customer in your address book.
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</p>
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</field>
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</record>
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<!-- 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">
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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="alias_domain"/>
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<field name="number_lead"/>
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<field name="number_opportunity"/>
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<templates>
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<t t-name="kanban-box">
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<div t-attf-class="oe_kanban_card oe_kanban_project oe_kanban_global_click oe_kanban_crm_salesteams" style="width:200px;">
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<div class="oe_dropdown_toggle oe_dropdown_kanban" groups="base.group_user">
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<span class="oe_e">í</span>
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<ul class="oe_dropdown_menu">
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<t t-if="widget.view.is_action_enabled('edit')"><li><a type="edit">Project Settings</a></li></t>
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<t t-if="widget.view.is_action_enabled('delete')"><li><a type="delete">Delete</a></li></t>
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</ul>
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</div>
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<div class="oe_kanban_content">
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<h4>
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<field name="name"/>
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<div class="oe_kanban_crm_salesteams_leader">
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<small>
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<t t-if="record.user_id.raw_value">(<field name="user_id"/>)</t>
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<t t-if="!record.user_id.raw_value"><br/></t>
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</small>
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</div>
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</h4>
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<div class="oe_kanban_crm_salesteams_list">
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<a name="%(crm_case_form_view_salesteams_lead)d" type="action">
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<field name="number_lead"/>
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<t t-if="record.number_lead.raw_value > 1">Leads</t>
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<t t-if="record.number_lead.raw_value <= 1">Lead</t>
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</a><br/>
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<a name="%(crm_case_form_view_salesteams_opportunity)d" type="action">
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<field name="number_opportunity"/>
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<t t-if="record.number_opportunity.raw_value > 1">Opportunities</t>
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<t t-if="record.number_opportunity.raw_value <= 1">Opportunity</t>
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</a>
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</div>
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<div class="oe_kanban_crm_salesteams_avatars">
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<t t-foreach="record.member_ids.raw_value.slice(0,11)" t-as="member">
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<img t-att-src="kanban_image('res.users', 'image_small', member)" t-att-data-member_id="member"/>
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</t>
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</div>
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<t t-if="record.alias_domain.raw_value">
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<br/>
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<small style="position: absolute; bottom: 5px;">
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<field name="alias_id"/>
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</small>
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</t>
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</div>
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</div>
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</t>
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</templates>
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</kanban>
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</field>
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</record>
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<!-- Case Sections Action -->
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<record id="crm_case_section_salesteams_act" model="ir.actions.act_window">
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<field name="name">Sales Teams</field>
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<field name="res_model">crm.case.section</field>
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<field name="view_type">form</field>
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<field name="view_mode">kanban,tree,form</field>
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<field name="view_id" ref="crm_case_section_salesteams_view_kanban"/>
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<field name="help" type="html">
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<p class="oe_view_nocontent_create">
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Click to define a new sales team.
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</p><p>
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Use sales team to organize your different salespersons or
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departments into separate teams. Each team will work in
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its own list of opportunities.
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</p>
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</field>
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</record>
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<menuitem
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action="crm_case_section_salesteams_act"
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id="crm.menu_crm_case_section_act"
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sequence="1"
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parent="base.menu_sales"
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groups="base.group_sale_manager,base.group_sale_salesman"/>
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</data>
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</openerp> |