1 <?xml version="1.0" encoding="utf-8"?>
5 <!-- CRM lead search by Salesteams -->
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',
22 <field name="help" type="html">
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.
29 Once qualified, the lead can be converted into a business
30 opportunity and/or a new customer in your address book.
35 <!-- CRM opportunity search by Salesteams -->
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,
53 <field name="help" type="html">
54 <p class="oe_view_nocontent_create">
55 Click to create a new opportunity.
57 OpenERP helps you keep track of your sales pipeline to follow
58 up potential sales and better forecast your future revenues.
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.
67 <!-- Case Sections Salesteams kanban view -->
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"/>
76 <field name="user_id"/>
77 <field name="member_ids"/>
79 <field name="alias_id"/>
81 <field name="monthly_open_leads"/>
82 <field name="monthly_planned_revenue"/>
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>
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 oe_e_alias" style="float: none;">%%</span><t t-raw="record.alias_id.raw_value[1]"/></small>
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>
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>
117 <!-- Case Sections Search view -->
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">
125 <field name="parent_id"/>
126 <field name="user_id"/>
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'}"/>
138 <!-- Case Sections Action -->
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.
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.
158 <!-- Case Sections Form View -->
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">
166 <div class="oe_title">
167 <label for="name" class="oe_edit_only" string="Sales team"/>
169 <field name="name" string="Salesteam"/>
171 <div name="options_active">
172 <field name="use_leads" class="oe_inline"/><label for="use_leads"/>
177 <field name="user_id"/>
179 <field name="parent_id"/>
180 <field name="change_responsible"/>
181 <field name="active"/>
184 <label for="alias_name" string="Email Alias"
185 attrs="{'invisible': [('alias_domain', '=', False)]}"/>
186 <div name="alias_def"
187 attrs="{'invisible': [('alias_domain', '=', False)]}">
188 <field name="alias_id" class="oe_read_only oe_inline"
189 string="Email Alias" required="0"/>
190 <div class="oe_edit_only oe_inline" name="edit_alias" style="display: inline;" >
191 <field name="alias_name" class="oe_inline"/>@<field name="alias_domain" class="oe_inline" readonly="1"/>
194 <field name="alias_contact" class="oe_inline"
195 string="Accept Emails From"
196 attrs="{'invisible': [('alias_domain', '=', False)]}"/>
199 <notebook colspan="4">
200 <page string="Team Members">
201 <field name="member_ids" widget="many2many_kanban">
202 <kanban quick_create="false" create="true">
205 <t t-name="kanban-box">
206 <div style="position: relative">
207 <a t-if="! read_only_mode" type="delete" style="position: absolute; right: 0; padding: 4px; diplay: inline-block">X</a>
208 <div class="oe_module_vignette">
209 <div class="oe_module_desc">
219 <page string="Stages">
220 <separator string="Select Stages for this Sales Team"/>
221 <field name="stage_ids"/>
223 <page string="Notes">
228 <div class="oe_chatter">
229 <field name="message_follower_ids" widget="mail_followers" help="Follow this salesteam to automatically track the events associated to users of this team."/>
230 <field name="message_ids" widget="mail_thread"/>
236 <!-- Case Sections Tree View -->
238 <record id="crm_case_section_view_tree" model="ir.ui.view">
239 <field name="name">crm.case.section.tree</field>
240 <field name="model">crm.case.section</field>
241 <field name="field_parent">child_ids</field>
242 <field name="arch" type="xml">
243 <tree string="Sales Team">
246 <field name="user_id"/>
251 <!-- Case Sections Action -->
253 <record model="ir.actions.act_window.view" id="action_crm_tag_kanban_view_salesteams_oppor11">
254 <field name="sequence" eval="0"/>
255 <field name="view_mode">kanban</field>
256 <field name="view_id" ref="crm_case_kanban_view_leads"/>
257 <field name="act_window_id" ref="crm_case_form_view_salesteams_opportunity"/>
260 <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_salesteams_oppor11">
261 <field name="sequence" eval="1"/>
262 <field name="view_mode">tree</field>
263 <field name="view_id" ref="crm_case_tree_view_oppor"/>
264 <field name="act_window_id" ref="crm_case_form_view_salesteams_opportunity"/>
267 <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_salesteams_oppor11">
268 <field name="sequence" eval="2"/>
269 <field name="view_mode">form</field>
270 <field name="view_id" ref="crm_case_form_view_oppor"/>
271 <field name="act_window_id" ref="crm_case_form_view_salesteams_opportunity"/>
274 <record id="crm_case_section_act_tree" model="ir.actions.act_window">
275 <field name="name">Cases by Sales Team</field>
276 <field name="res_model">crm.case.section</field>
277 <field name="domain">[('parent_id','=',False)]</field>
278 <field name="view_type">tree</field>
279 <field name="view_id" ref="crm_case_section_view_tree"/>
282 <record id="crm_case_section_act" model="ir.actions.act_window">
283 <field name="name">Sales Teams</field>
284 <field name="res_model">crm.case.section</field>
285 <field name="view_type">form</field>
286 <field name="view_id" ref="crm_case_section_view_tree"/>
287 <field name="help" type="html">
288 <p class="oe_view_nocontent_create">
289 Click here to define a new sales team.
291 Use sales team to organize your different salespersons or
292 departments into separate teams. Each team will work in
293 its own list of opportunities.
298 <menuitem id="crm.menu_crm_case_section_act"
299 action="crm_case_section_salesteams_act"
301 parent="base.menu_sales"
302 groups="base.group_multi_salesteams"/>