283 lines
14 KiB
XML
283 lines
14 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="/form/header/button[@name='case_mark_lost']" position="after">
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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" widget="selection" 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 Date']" 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="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="%(sale.action_order_report_all)d" type="action" class="oe_sparkline_bar_link">
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<field name="monthly_confirmed" widget="sparkline_bar">
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Revenue of confirmed sales orders per month.<br/>Click the acces to 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">
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<a name="%(action_invoice_salesteams)d" type="action" groups="account.group_account_invoice">Invoices</a>
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<a name="%(account.action_account_invoice_report_all)d" type="action" class="oe_sparkline_bar_link">
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<field name="monthly_invoiced" widget="sparkline_bar">
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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="%(sale.action_order_report_all)d" type="action" class="oe_sparkline_bar_link">
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<field name="monthly_quoted" widget="sparkline_bar">
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Revenue of created quotation per month.<br/>Click to see a detailed analysis of sales.
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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_items_list']" 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="gage" style="width:160px; height: 120px;" options="{'max_field': 'invoiced_target'}">Invoiced</field>
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<field name="invoiced_forecast" widget="gage" style="width:160px; height: 120px;" options="{'max_field': 'invoiced_target', 'action_change': 'action_forecast'}">Forecast</field>
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</div>
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<div class="oe_center" 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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