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                     'default_section_id': active_id,
  17                     'default_type': 'lead',
  18                     'stage_type': 'lead',
  19                 }
  20             </field>
  21             <field name="help" type="html">
  22                 <p>
  23                     Use leads if you need a qualification step before creating an
  24                     opportunity or a customer. It can be a business card you received,
  25                     a contact form filled in your website, or a file of unqualified
  26                     prospects you import, etc.
  27                 </p><p>
  28                     Once qualified, the lead can be converted into a business
  29                     opportunity and/or a new customer in your address book.
  30                 </p>
  31             </field>
  32         </record>
  33
  34         <!-- CRM opportunity search by Salesteams -->
  35
  36         <record model="ir.actions.act_window" id="crm_case_form_view_salesteams_opportunity">
  37             <field name="name">Opportunities</field>
  38             <field name="res_model">crm.lead</field>
  39             <field name="view_mode">kanban,tree,graph,form,calendar</field>
  40             <field name="domain">[('type','=','opportunity')]</field>
  41             <field name="view_id" ref="crm.crm_case_kanban_view_leads"/>
  42             <field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
  43             <field name="context">{
  44                     'search_default_section_id': [active_id],
  45                     'default_section_id': active_id,
  46                     'stage_type': 'opportunity',
  47                     'default_type': 'opportunity',
  48                     'default_user_id': uid,
  49                 }
  50             </field>
  51             <field name="help" type="html">
  52                 <p class="oe_view_nocontent_create">
  53                     Click to create a new opportunity.
  54                 </p><p>
  55                     OpenERP helps you keep track of your sales pipeline to follow
  56                     up potential sales and better forecast your future revenues.
  57                 </p><p>
  58                     You will be able to plan meetings and phone calls from
  59                     opportunities, convert them into quotations, attach related
  60                     documents, track all discussions, and much more.
  61                 </p>
  62             </field>
  63         </record>
  64
  65        <record id="action_report_crm_lead_salesteam" model="ir.actions.act_window">
  66            <field name="name">Leads Analysis</field>
  67            <field name="res_model">crm.lead.report</field>
  68            <field name="view_type">form</field>
  69            <field name="context">{"search_default_month":1}</field>
  70            <field name="view_mode">tree,graph</field>
  71            <field name="domain">[('type','=', 'lead'),('section_id', '=', active_id)]</field>
  72            <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>
  73        </record>
  74
  75        <record id="action_report_crm_opportunity_salesteam" model="ir.actions.act_window">
  76             <field name="name">Opportunities Analysis</field>
  77             <field name="res_model">crm.lead.report</field>
  78             <field name="view_type">form</field>
  79             <field name="context">{"search_default_month":1}</field>
  80             <field name="view_mode">tree,graph</field>
  81             <field name="domain">[('type','=', 'opportunity'), ('section_id', '=', active_id)]</field>
  82             <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>
  83         </record>
  84
  85         <!-- Case Sections Salesteams kanban view -->
  86
  87         <record model="ir.ui.view" id="crm_case_section_salesteams_view_kanban">
  88             <field name="name">crm.case.section.kanban</field>
  89             <field name="model">crm.case.section</field>
  90             <field name="arch" type="xml">
  91                 <kanban version="7.0" class="oe_background_grey">
  92                     <field name="use_leads"/>
  93                     <field name="name"/>
  94                     <field name="user_id"/>
  95                     <field name="member_ids"/>
  96                     <field name="note"/>
  97                     <field name="alias_id"/>
  98                     <field name="color"/>
  99                     <field name="monthly_open_leads"/>
 100                     <field name="monthly_planned_revenue"/>
 101                     <templates>
 102                         <t t-name="kanban-box">
 103                             <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_global_click oe_kanban_crm_salesteams">
 104                                 <div class="oe_dropdown_toggle oe_dropdown_kanban" groups="base.group_sale_manager">
 105                                     <span class="oe_e">í</span>
 106                                     <ul class="oe_dropdown_menu">
 107                                         <li t-if="widget.view.is_action_enabled('edit')"><a type="edit">Sales Teams Settings</a></li>
 108                                         <li t-if="widget.view.is_action_enabled('delete')"><a type="delete">Delete</a></li>
 109                                         <li t-if="widget.view.is_action_enabled('edit')"><ul class="oe_kanban_colorpicker" data-field="color"/></li>
 110                                     </ul>
 111                                 </div>
 112                                 <div class="oe_kanban_content">
 113                                     <h4 class="oe_center"><field name="name"/></h4>
 114                                     <div class="oe_kanban_alias oe_center" t-if="record.use_leads.raw_value and record.alias_id.value">
 115                                         <small><span class="oe_e oe_e_alias" style="float: none;">%%</span><t t-raw="record.alias_id.raw_value[1]"/></small>
 116                                     </div>
 117                                     <div class="oe_items_list">
 118                                         <div class="oe_salesteams_leads" t-if="record.use_leads.raw_value">
 119                                             <a name="%(crm_case_form_view_salesteams_lead)d" type="action">Leads</a>
 120                                             <a name="%(action_report_crm_lead_salesteam)d" type="action" class="oe_sparkline_bar_link">
 121                                                 <field name="monthly_open_leads" widget="sparkline_bar"
 122                                                     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>
 123                                             </a>
 124                                         </div>
 125                                         <div class="oe_salesteams_opportunities">
 126                                             <a name="%(crm_case_form_view_salesteams_opportunity)d" type="action">Opportunities</a>
 127                                             <a name="%(action_report_crm_opportunity_salesteam)d" type="action">
 128                                                 <field name="monthly_planned_revenue" widget="sparkline_bar"
 129                                                     options="{'height': '20px', 'barWidth': '4', 'barSpacing': '1', 'delayIn': '3000', 'tooltip_suffix': 'Opportunities'}">Planned Revenue per Month<br/>Click to see a detailed analysis of opportunities.</field>
 130                                             </a>
 131                                         </div>
 132                                     </div>
 133                                     <div class="oe_clear"></div>
 134                                     <div class="oe_kanban_salesteams_avatars">
 135                                         <t t-foreach="record.member_ids.raw_value.slice(0,10)" t-as="member">
 136                                             <img t-att-src="kanban_image('res.users', 'image_small', member)" t-att-data-member_id="member"/>
 137                                         </t>
 138                                     </div>
 139                                 </div>
 140                             </div>
 141                         </t>
 142                     </templates>
 143                 </kanban>
 144             </field>
 145         </record>
 146
 147         <!-- Case Sections Search view -->
 148
 149         <record id="crm_case_section_salesteams_search" model="ir.ui.view">
 150             <field name="name">Case Sections - Search</field>
 151             <field name="model">crm.case.section</field>
 152             <field name="arch" type="xml">
 153                 <search string="Salesteams Search">
 154                     <field name="name"/>
 155                     <field name="parent_id"/>
 156                     <field name="user_id"/>
 157                     <field name="note"/>
 158                     <field name="code"/>
 159                     <filter name="personal" string="My Salesteams" domain="['|', ('member_ids', '=', uid), ('user_id', '=', uid)]"/>
 160                     <group expand="0" string="Group By...">
 161                         <filter string="Team Leader" domain="[]" context="{'group_by':'user_id'}"/>
 162                         <filter string="Parent Sales Teams" domain="[]" context="{'group_by':'parent_id'}"/>
 163                     </group>
 164                 </search>
 165             </field>
 166         </record>
 167
 168         <!-- Case Sections Action -->
 169
 170         <record id="crm_case_section_salesteams_act" model="ir.actions.act_window">
 171             <field name="name">Sales Teams</field>
 172             <field name="res_model">crm.case.section</field>
 173             <field name="view_type">form</field>
 174             <field name="view_mode">kanban,tree,form</field>
 175             <field name="context">{'search_default_personal': True}</field>
 176             <field name="view_id" ref="crm_case_section_salesteams_view_kanban"/>
 177             <field name="help" type="html">
 178                 <p class="oe_view_nocontent_create">
 179                     Click here to define a new sales team.
 180                 </p><p>
 181                     Use sales team to organize your different salespersons or
 182                     departments into separate teams. Each team will work in
 183                     its own list of opportunities.
 184                 </p>
 185             </field>
 186         </record>
 187
 188         <!-- Case Sections Form View -->
 189
 190         <record id="crm_case_section_view_form" model="ir.ui.view">
 191             <field name="name">crm.case.section.form</field>
 192             <field name="model">crm.case.section</field>
 193             <field name="arch" type="xml">
 194                 <form string="Sales Team" version="7.0">
 195                     <sheet>
 196                         <div class="oe_title">
 197                             <label for="name" class="oe_edit_only" string="Sales team"/>
 198                             <h1>
 199                                 <field name="name" string="Salesteam"/>
 200                             </h1>
 201                             <div name="options_active">
 202                                 <field name="use_leads" class="oe_inline"/><label for="use_leads"/>
 203                             </div>
 204                         </div>
 205                         <group>
 206                             <group>
 207                                 <field name="user_id" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'base.group_sale_salesman_all_leads']}"/>
 208                                 <field name="code"/>
 209                                 <field name="parent_id"/>
 210                                 <field name="change_responsible"/>
 211                                 <field name="active"/>
 212                             </group>
 213                             <group>
 214                                 <label for="alias_name" string="Email Alias"
 215                                         attrs="{'invisible': [('alias_domain', '=', False)]}"/>
 216                                 <div name="alias_def"
 217                                         attrs="{'invisible': [('alias_domain', '=', False)]}">
 218                                     <field name="alias_id" class="oe_read_only oe_inline"
 219                                             string="Email Alias" required="0"/>
 220                                     <div class="oe_edit_only oe_inline" name="edit_alias" style="display: inline;" >
 221                                         <field name="alias_name" class="oe_inline"/>@<field name="alias_domain" class="oe_inline" readonly="1"/>
 222                                     </div>
 223                                 </div>
 224                                 <field name="alias_contact" class="oe_inline"
 225                                         string="Accept Emails From"
 226                                         attrs="{'invisible': [('alias_domain', '=', False)]}"/>
 227                             </group>
 228                         </group>
 229                         <notebook colspan="4">
 230                             <page string="Team Members">
 231                                 <field name="member_ids" widget="many2many_kanban">
 232                                     <kanban quick_create="false" create="true">
 233                                         <field name="name"/>
 234                                         <templates>
 235                                             <t t-name="kanban-box">
 236                                                 <div style="position: relative">
 237                                                     <a t-if="! read_only_mode" type="delete" style="position: absolute; right: 0; padding: 4px; diplay: inline-block">X</a>
 238                                                     <div class="oe_module_vignette">
 239                                                         <div class="oe_module_desc">
 240                                                             <field name="name"/>
 241                                                         </div>
 242                                                     </div>
 243                                                 </div>
 244                                             </t>
 245                                         </templates>
 246                                     </kanban>
 247                                 </field>
 248                             </page>
 249                             <page string="Stages">
 250                                 <separator string="Select Stages for this Sales Team"/>
 251                                 <field name="stage_ids"/>
 252                             </page>
 253                             <page string="Notes">
 254                                 <field name="note"/>
 255                             </page>
 256                         </notebook>
 257                     </sheet>
 258                     <div class="oe_chatter">
 259                         <field name="message_follower_ids" widget="mail_followers" help="Follow this salesteam to automatically track the events associated to users of this team."/>
 260                         <field name="message_ids" widget="mail_thread"/>
 261                     </div>
 262                 </form>
 263             </field>
 264         </record>
 265
 266         <!-- Case Sections Tree View -->
 267
 268         <record id="crm_case_section_view_tree" model="ir.ui.view">
 269             <field name="name">crm.case.section.tree</field>
 270             <field name="model">crm.case.section</field>
 271             <field name="field_parent">child_ids</field>
 272             <field name="arch" type="xml">
 273                 <tree string="Sales Team">
 274                     <field name="name"/>
 275                     <field name="code"/>
 276                     <field name="user_id"/>
 277                 </tree>
 278             </field>
 279         </record>
 280
 281         <!-- Case Sections Action -->
 282
 283         <record model="ir.actions.act_window.view" id="action_crm_tag_kanban_view_salesteams_oppor11">
 284             <field name="sequence" eval="0"/>
 285             <field name="view_mode">kanban</field>
 286             <field name="view_id" ref="crm_case_kanban_view_leads"/>
 287             <field name="act_window_id" ref="crm_case_form_view_salesteams_opportunity"/>
 288         </record>
 289
 290         <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_salesteams_oppor11">
 291             <field name="sequence" eval="1"/>
 292             <field name="view_mode">tree</field>
 293             <field name="view_id" ref="crm_case_tree_view_oppor"/>
 294             <field name="act_window_id" ref="crm_case_form_view_salesteams_opportunity"/>
 295         </record>
 296
 297         <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_salesteams_oppor11">
 298             <field name="sequence" eval="2"/>
 299             <field name="view_mode">form</field>
 300             <field name="view_id" ref="crm_case_form_view_oppor"/>
 301             <field name="act_window_id" ref="crm_case_form_view_salesteams_opportunity"/>
 302         </record>
 303
 304         <record id="crm_case_section_act_tree" model="ir.actions.act_window">
 305             <field name="name">Cases by Sales Team</field>
 306             <field name="res_model">crm.case.section</field>
 307             <field name="domain">[('parent_id','=',False)]</field>
 308             <field name="view_type">tree</field>
 309             <field name="view_id" ref="crm_case_section_view_tree"/>
 310         </record>
 311
 312         <record id="crm_case_section_act" model="ir.actions.act_window">
 313             <field name="name">Sales Teams</field>
 314             <field name="res_model">crm.case.section</field>
 315             <field name="view_type">form</field>
 316             <field name="view_id" ref="crm_case_section_view_tree"/>
 317             <field name="help" type="html">
 318                 <p class="oe_view_nocontent_create">
 319                     Click here to define a new sales team.
 320                 </p><p>
 321                     Use sales team to organize your different salespersons or
 322                     departments into separate teams. Each team will work in
 323                     its own list of opportunities.
 324                 </p>
 325             </field>
 326         </record>
 327
 328         <menuitem id="crm.menu_crm_case_section_act"
 329             action="crm_case_section_salesteams_act"
 330             sequence="1"
 331             parent="base.menu_sales"
 332             groups="base.group_multi_salesteams"/>
 333   </data>
 334 </openerp>