addons/crm/crm_case_section_view.xml

   1 <?xml version="1.0" encoding="utf-8"?>
   2 <openerp>
   3   <data>
   4
   5         <!-- CRM lead search by Salesteams -->
   6
   7         <record model="ir.actions.act_window" id="crm_case_form_view_salesteams_lead">
   8             <field name="name">Leads</field>
   9             <field name="res_model">crm.lead</field>
  10             <field name="view_mode">tree,form</field>
  11             <field name="domain">['|', ('type','=','lead'), ('type','=',False)]</field>
  12             <field name="view_id" ref="crm_case_tree_view_leads"/>
  13             <field name="search_view_id" ref="crm.view_crm_case_leads_filter"/>
  14             <field name="context">{
  15                     'search_default_section_id': [active_id],
  16                     'search_default_open': 1,
  17                     'default_section_id': active_id,
  18                     'default_type': 'lead',
  19                     'stage_type': 'lead',
  20                 }
  21             </field>
  22             <field name="help" type="html">
  23                 <p>
  24                     Use leads if you need a qualification step before creating an
  25                     opportunity or a customer. It can be a business card you received,
  26                     a contact form filled in your website, or a file of unqualified
  27                     prospects you import, etc.
  28                 </p><p>
  29                     Once qualified, the lead can be converted into a business
  30                     opportunity and/or a new customer in your address book.
  31                 </p>
  32             </field>
  33         </record>
  34
  35         <!-- CRM opportunity search by Salesteams -->
  36
  37         <record model="ir.actions.act_window" id="crm_case_form_view_salesteams_opportunity">
  38             <field name="name">Opportunities</field>
  39             <field name="res_model">crm.lead</field>
  40             <field name="view_mode">kanban,tree,graph,form,calendar</field>
  41             <field name="domain">[('type','=','opportunity')]</field>
  42             <field name="view_id" ref="crm.crm_case_kanban_view_leads"/>
  43             <field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
  44             <field name="context">{
  45                     'search_default_section_id': [active_id],
  46                     'search_default_assigned_to_me': 1,
  47                     'default_section_id': active_id,
  48                     'stage_type': 'opportunity',
  49                     'default_type': 'opportunity',
  50                     'default_user_id': uid,
  51                 }
  52             </field>
  53             <field name="help" type="html">
  54                 <p class="oe_view_nocontent_create">
  55                     Click to create a new opportunity.
  56                 </p><p>
  57                     OpenERP helps you keep track of your sales pipeline to follow
  58                     up potential sales and better forecast your future revenues.
  59                 </p><p>
  60                     You will be able to plan meetings and phone calls from
  61                     opportunities, convert them into quotations, attach related
  62                     documents, track all discussions, and much more.
  63                 </p>
  64             </field>
  65         </record>
  66
  67         <!-- Case Sections Salesteams kanban view -->
  68
  69         <record model="ir.ui.view" id="crm_case_section_salesteams_view_kanban">
  70             <field name="name">crm.case.section.kanban</field>
  71             <field name="model">crm.case.section</field>
  72             <field name="arch" type="xml">
  73                 <kanban version="7.0" class="oe_background_grey">
  74                     <field name="use_leads"/>
  75                     <field name="name"/>
  76                     <field name="user_id"/>
  77                     <field name="member_ids"/>
  78                     <field name="note"/>
  79                     <field name="alias_id"/>
  80                     <field name="color"/>
  81                     <field name="monthly_open_leads"/>
  82                     <field name="monthly_planned_revenue"/>
  83                     <templates>
  84                         <t t-name="kanban-box">
  85                             <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_global_click oe_kanban_crm_salesteams">
  86                                 <div class="oe_dropdown_toggle oe_dropdown_kanban" groups="base.group_sale_manager">
  87                                     <span class="oe_e">í</span>
  88                                     <ul class="oe_dropdown_menu">
  89                                         <li t-if="widget.view.is_action_enabled('edit')"><a type="edit">Sales Teams Settings</a></li>
  90                                         <li t-if="widget.view.is_action_enabled('delete')"><a type="delete">Delete</a></li>
  91                                         <li t-if="widget.view.is_action_enabled('edit')"><ul class="oe_kanban_colorpicker" data-field="color"/></li>
  92                                     </ul>
  93                                 </div>
  94                                 <div class="oe_kanban_content">
  95                                     <h4 class="oe_center"><field name="name"/></h4>
  96                                     <div class="oe_kanban_alias oe_center" t-if="record.use_leads.raw_value and record.alias_id.value">
  97                                         <small><span class="oe_e" style="float: none;">%%</span><t t-raw="record.alias_id.raw_value[1]"/></small>
  98                                     </div>
  99                                     <div class="oe_items_list">
 100                                         <div class="oe_salesteams_leads" t-if="record.use_leads.raw_value">
 101                                             <a name="%(crm_case_form_view_salesteams_lead)d" type="action">Leads</a>
 102                                             <a name="%(action_report_crm_lead)d" type="action" class="oe_sparkline_bar_link"><field name="monthly_open_leads" widget="sparkline_bar">Open Leads per Month<br/>Click to see a detailed analysis of leads.</field></a>
 103                                         </div>
 104                                         <div class="oe_salesteams_opportunities">
 105                                             <a name="%(crm_case_form_view_salesteams_opportunity)d" type="action">Opportunities</a>
 106                                             <a name="%(action_report_crm_opportunity)d" type="action"><field name="monthly_planned_revenue" widget="sparkline_bar">Planned Revenue per Month<br/>Click to see a detailed analysis of opportunities.</field></a>
 107                                         </div>
 108                                     </div>
 109                                 </div>
 110                             </div>
 111                         </t>
 112                     </templates>
 113                 </kanban>
 114             </field>
 115         </record>
 116
 117         <!-- Case Sections Search view -->
 118
 119         <record id="crm_case_section_salesteams_search" model="ir.ui.view">
 120             <field name="name">Case Sections - Search</field>
 121             <field name="model">crm.case.section</field>
 122             <field name="arch" type="xml">
 123                 <search string="Salesteams Search">
 124                     <field name="name"/>
 125                     <field name="parent_id"/>
 126                     <field name="user_id"/>
 127                     <field name="note"/>
 128                     <field name="code"/>
 129                     <filter name="personal" string="My Salesteams" domain="['|', ('member_ids', '=', uid), ('user_id', '=', uid)]"/>
 130                     <group expand="0" string="Group By...">
 131                         <filter string="Team Leader" domain="[]" context="{'group_by':'user_id'}"/>
 132                         <filter string="Parent Sales Teams" domain="[]" context="{'group_by':'parent_id'}"/>
 133                     </group>
 134                 </search>
 135             </field>
 136         </record>
 137
 138         <!-- Case Sections Action -->
 139
 140         <record id="crm_case_section_salesteams_act" model="ir.actions.act_window">
 141             <field name="name">Sales Teams</field>
 142             <field name="res_model">crm.case.section</field>
 143             <field name="view_type">form</field>
 144             <field name="view_mode">kanban,tree,form</field>
 145             <field name="context">{'search_default_personal': True}</field>
 146             <field name="view_id" ref="crm_case_section_salesteams_view_kanban"/>
 147             <field name="help" type="html">
 148                 <p class="oe_view_nocontent_create">
 149                     Click here to define a new sales team.
 150                 </p><p>
 151                     Use sales team to organize your different salespersons or
 152                     departments into separate teams. Each team will work in
 153                     its own list of opportunities.
 154                 </p>
 155             </field>
 156         </record>
 157
 158         <!-- Case Sections Form View -->
 159
 160         <record id="crm_case_section_view_form" model="ir.ui.view">
 161             <field name="name">crm.case.section.form</field>
 162             <field name="model">crm.case.section</field>
 163             <field name="arch" type="xml">
 164                 <form string="Sales Team" version="7.0">
 165                     <sheet>
 166                         <div class="oe_title">
 167                             <label for="name" class="oe_edit_only" string="Sales team"/>
 168                             <h1>
 169                                 <field name="name" string="Salesteam"/>
 170                             </h1>
 171                             <div name="group_alias"
 172                                     attrs="{'invisible': [('alias_domain', '=', False)]}">
 173                                 <label for="alias_id" string="Email Alias"/>
 174                                 <field name="alias_id" class="oe_inline oe_read_only" required="0" nolabel="1"/>
 175                                 <span name="edit_alias" class="oe_edit_only">
 176                                     <field name="alias_name" class="oe_inline"
 177                                             attrs="{'required': [('use_leads', '=', True), ('alias_id', '!=', False)]}"/>
 178                                     @
 179                                     <field name="alias_domain" class="oe_inline" readonly="1"/>
 180                                 </span>
 181                             </div>
 182                             <div name="options_active">
 183                                 <field name="use_leads" class="oe_inline"/><label for="use_leads"/>
 184                             </div>
 185                         </div>
 186                         <group>
 187                             <group>
 188                                 <field name="user_id" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'base.group_sale_salesman_all_leads']}"/>
 189                                 <field name="code"/>
 190                             </group>
 191                             <group>
 192                                 <field name="parent_id"/>
 193                                 <field name="change_responsible"/>
 194                                 <field name="active"/>
 195                             </group>
 196                         </group>
 197                         <notebook colspan="4">
 198                             <page string="Team Members">
 199                                 <field name="member_ids" widget="many2many_kanban">
 200                                     <kanban quick_create="false" create="true">
 201                                         <field name="name"/>
 202                                         <templates>
 203                                             <t t-name="kanban-box">
 204                                                 <div style="position: relative">
 205                                                     <a t-if="! read_only_mode" type="delete" style="position: absolute; right: 0; padding: 4px; diplay: inline-block">X</a>
 206                                                     <div class="oe_module_vignette">
 207                                                         <div class="oe_module_desc">
 208                                                             <field name="name"/>
 209                                                         </div>
 210                                                     </div>
 211                                                 </div>
 212                                             </t>
 213                                         </templates>
 214                                     </kanban>
 215                                 </field>
 216                             </page>
 217                             <page string="Stages">
 218                                 <separator string="Select Stages for this Sales Team"/>
 219                                 <field name="stage_ids"/>
 220                             </page>
 221                             <page string="Notes">
 222                                 <field name="note"/>
 223                             </page>
 224                         </notebook>
 225                     </sheet>
 226                     <div class="oe_chatter">
 227                         <field name="message_follower_ids" widget="mail_followers" help="Follow this salesteam to automatically track the events associated to users of this team."/>
 228                         <field name="message_ids" widget="mail_thread"/>
 229                     </div>
 230                 </form>
 231             </field>
 232         </record>
 233
 234         <!-- Case Sections Tree View -->
 235
 236         <record id="crm_case_section_view_tree" model="ir.ui.view">
 237             <field name="name">crm.case.section.tree</field>
 238             <field name="model">crm.case.section</field>
 239             <field name="field_parent">child_ids</field>
 240             <field name="arch" type="xml">
 241                 <tree string="Sales Team">
 242                     <field name="name"/>
 243                     <field name="code"/>
 244                     <field name="user_id"/>
 245                 </tree>
 246             </field>
 247         </record>
 248
 249         <!-- Case Sections Action -->
 250
 251         <record model="ir.actions.act_window.view" id="action_crm_tag_kanban_view_salesteams_oppor11">
 252             <field name="sequence" eval="0"/>
 253             <field name="view_mode">kanban</field>
 254             <field name="view_id" ref="crm_case_kanban_view_leads"/>
 255             <field name="act_window_id" ref="crm_case_form_view_salesteams_opportunity"/>
 256         </record>
 257
 258         <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_salesteams_oppor11">
 259             <field name="sequence" eval="1"/>
 260             <field name="view_mode">tree</field>
 261             <field name="view_id" ref="crm_case_tree_view_oppor"/>
 262             <field name="act_window_id" ref="crm_case_form_view_salesteams_opportunity"/>
 263         </record>
 264
 265         <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_salesteams_oppor11">
 266             <field name="sequence" eval="2"/>
 267             <field name="view_mode">form</field>
 268             <field name="view_id" ref="crm_case_form_view_oppor"/>
 269             <field name="act_window_id" ref="crm_case_form_view_salesteams_opportunity"/>
 270         </record>
 271
 272         <record id="crm_case_section_act_tree" model="ir.actions.act_window">
 273             <field name="name">Cases by Sales Team</field>
 274             <field name="res_model">crm.case.section</field>
 275             <field name="domain">[('parent_id','=',False)]</field>
 276             <field name="view_type">tree</field>
 277             <field name="view_id" ref="crm_case_section_view_tree"/>
 278         </record>
 279
 280         <record id="crm_case_section_act" model="ir.actions.act_window">
 281             <field name="name">Sales Teams</field>
 282             <field name="res_model">crm.case.section</field>
 283             <field name="view_type">form</field>
 284             <field name="view_id" ref="crm_case_section_view_tree"/>
 285             <field name="help" type="html">
 286                 <p class="oe_view_nocontent_create">
 287                     Click here to define a new sales team.
 288                 </p><p>
 289                     Use sales team to organize your different salespersons or
 290                     departments into separate teams. Each team will work in
 291                     its own list of opportunities.
 292                 </p>
 293             </field>
 294         </record>
 295
 296         <menuitem id="crm.menu_crm_case_section_act"
 297             action="crm_case_section_salesteams_act"
 298             sequence="1"
 299             parent="base.menu_sales"
 300             groups="base.group_multi_salesteams"/>
 301   </data>
 302 </openerp>