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