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_new': 1,
  47                     'search_default_open': 1,
  48                     'default_section_id': active_id,
  49                     'stage_type': 'opportunity',
  50                     'default_type': 'opportunity',
  51                     'default_user_id': uid,
  52                 }
  53             </field>
  54             <field name="help" type="html">
  55                 <p class="oe_view_nocontent_create">
  56                     Click to create a new opportunity.
  57                 </p><p>
  58                     OpenERP helps you keep track of your sales pipeline to follow
  59                     up potential sales and better forecast your future revenues.
  60                 </p><p>
  61                     You will be able to plan meetings and phone calls from
  62                     opportunities, convert them into quotations, attach related
  63                     documents, track all discussions, and much more.
  64                 </p>
  65             </field>
  66         </record>
  67
  68         <!-- Case Sections Salesteams kanban view -->
  69
  70         <record model="ir.ui.view" id="crm_case_section_salesteams_view_kanban">
  71             <field name="name">crm.case.section.kanban</field>
  72             <field name="model">crm.case.section</field>
  73             <field name="arch" type="xml">
  74                 <kanban version="7.0" class="oe_background_grey">
  75                     <field name="use_leads"/>
  76                     <field name="name"/>
  77                     <field name="user_id"/>
  78                     <field name="member_ids"/>
  79                     <field name="note"/>
  80                     <field name="alias_id"/>
  81                     <field name="color"/>
  82                     <field name="open_lead_ids"/>
  83                     <field name="open_opportunity_ids"/>
  84                     <templates>
  85                         <t t-name="kanban-box">
  86                             <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_project oe_kanban_global_click oe_kanban_crm_salesteams">
  87                                 <div class="oe_dropdown_toggle oe_dropdown_kanban" groups="base.group_user">
  88                                     <span class="oe_e">í</span>
  89                                     <ul class="oe_dropdown_menu">
  90                                         <li t-if="widget.view.is_action_enabled('edit')"><a type="edit">Sales Teams Settings</a></li>
  91                                         <li t-if="widget.view.is_action_enabled('delete')"><a type="delete">Delete</a></li>
  92                                         <li t-if="widget.view.is_action_enabled('edit')"><ul class="oe_kanban_colorpicker" data-field="color"/></li>
  93                                     </ul>
  94                                 </div>
  95                                 <div class="oe_kanban_content">
  96                                     <h4><field name="name"/></h4>
  97                                     <div class="oe_kanban_alias" t-if="record.use_leads.raw_value and record.alias_id.value">
  98                                         <span class="oe_e">%%</span><small><field name="alias_id"/></small>
  99                                     </div>
 100                                     <div class="oe_items_list">
 101                                         <a t-if="record.use_leads.raw_value" name="%(crm_case_form_view_salesteams_lead)d" type="action">
 102                                             <t t-raw="record.open_lead_ids.raw_value.length"/>
 103                                             <t t-if="record.open_lead_ids.raw_value.length &gt;= 1">Leads</t><t t-if="record.open_lead_ids.raw_value.length &lt; 1">Lead</t></a>
 104                                         <a name="%(crm_case_form_view_salesteams_opportunity)d" type="action">
 105                                             <t t-raw="record.open_opportunity_ids.raw_value.length"/>
 106                                             <t t-if="record.open_opportunity_ids.raw_value.length &gt;= 1">Opportunities</t><t t-if="record.open_opportunity_ids.raw_value.length &lt; 1">Opportunity</t></a>
 107                                     </div>
 108                                     <div class="oe_avatars">
 109                                         <img t-if="record.user_id.raw_value" t-att-src="kanban_image('res.users', 'image_small', record.user_id.raw_value)" t-att-data-member_id="record.user_id.raw_value"/>
 110                                         <t t-foreach="record.member_ids.raw_value.slice(0,11)" t-as="member">
 111                                             <img t-att-src="kanban_image('res.users', 'image_small', member)" t-att-data-member_id="member"/>
 112                                         </t>
 113                                     </div>
 114                                 </div>
 115                             </div>
 116                         </t>
 117                     </templates>
 118                 </kanban>
 119             </field>
 120         </record>
 121
 122         <!-- Case Sections Action -->
 123
 124         <record id="crm_case_section_salesteams_act" model="ir.actions.act_window">
 125             <field name="name">Sales Teams</field>
 126             <field name="res_model">crm.case.section</field>
 127             <field name="view_type">form</field>
 128             <field name="view_mode">kanban,tree,form</field>
 129             <field name="view_id" ref="crm_case_section_salesteams_view_kanban"/>
 130             <field name="help" type="html">
 131                 <p class="oe_view_nocontent_create">
 132                     Click here to define a new sales team.
 133                 </p><p>
 134                     Use sales team to organize your different salespersons or
 135                     departments into separate teams. Each team will work in
 136                     its own list of opportunities.
 137                 </p>
 138             </field>
 139         </record>
 140
 141         <!-- Case Sections Form View -->
 142
 143         <record id="crm_case_section_view_form" model="ir.ui.view">
 144             <field name="name">crm.case.section.form</field>
 145             <field name="model">crm.case.section</field>
 146             <field name="arch" type="xml">
 147                 <form string="Sales Team" version="7.0">
 148                     <sheet>
 149                         <div class="oe_title">
 150                             <label for="name" class="oe_edit_only" string="Project Name"/>
 151                             <h1>
 152                                 <field name="name" string="Project Name"/>
 153                             </h1>
 154                             <div name="group_alias"
 155                                     attrs="{'invisible': [('alias_domain', '=', False)]}">
 156                                 <label for="alias_id" string="Email Alias"/>
 157                                 <field name="alias_id" class="oe_inline oe_read_only" required="0" nolabel="1"/>
 158                                 <span name="edit_alias" class="oe_edit_only">
 159                                     <field name="alias_name" class="oe_inline"
 160                                             attrs="{'required': [('use_leads', '=', True), ('alias_id', '!=', False)]}"/>
 161                                     @
 162                                     <field name="alias_domain" class="oe_inline" readonly="1"/>
 163                                 </span>
 164                             </div>
 165                             <div name="options_active">
 166                                 <field name="use_leads" class="oe_inline"/><label for="use_leads"/>
 167                             </div>
 168                         </div>
 169                         <group>
 170                             <group>
 171                                 <field name="parent_id"/>
 172                                 <field name="resource_calendar_id"/>
 173                                 <field name="active"/>
 174                             </group>
 175                             <group>
 176                                 <field name="user_id"/>
 177                                 <field name="code"/>
 178                             </group>
 179                             <group colspan="4" attrs="{'invisible': [('use_leads', '=', False)]}">
 180
 181                             </group>
 182                         </group>
 183                         <notebook colspan="4">
 184                             <page string="Sales Team">
 185                                <group>
 186                                     <field name="change_responsible"/>
 187                                 </group>
 188                                 <separator string="Team Members"/>
 189                                 <field name="member_ids" widget="many2many_kanban">
 190                                     <kanban quick_create="false" create="true">
 191                                         <field name="name"/>
 192                                         <templates>
 193                                             <t t-name="kanban-box">
 194                                                 <div style="position: relative">
 195                                                     <a t-if="! read_only_mode" type="delete" style="position: absolute; right: 0; padding: 4px; diplay: inline-block">X</a>
 196                                                     <div class="oe_module_vignette">
 197                                                         <div class="oe_module_desc">
 198                                                             <field name="name"/>
 199                                                         </div>
 200                                                     </div>
 201                                                 </div>
 202                                             </t>
 203                                         </templates>
 204                                     </kanban>
 205                                 </field>
 206                             </page>
 207                             <page string="Stages">
 208                                 <separator string="Select Stages for this Sales Team"/>
 209                                 <field name="stage_ids"/>
 210                             </page>
 211                             <page string="Notes">
 212                                 <field name="note"/>
 213                             </page>
 214                         </notebook>
 215                     </sheet>
 216                     <div class="oe_chatter">
 217                         <field name="message_follower_ids" widget="mail_followers" help="Follow this salesteam to automatically track the events associated to users of this team."/>
 218                         <field name="message_ids" widget="mail_thread"/>
 219                     </div>
 220                 </form>
 221             </field>
 222         </record>
 223
 224         <!-- Case Sections Tree View -->
 225
 226         <record id="crm_case_section_view_tree" model="ir.ui.view">
 227             <field name="name">crm.case.section.tree</field>
 228             <field name="model">crm.case.section</field>
 229             <field name="field_parent">child_ids</field>
 230             <field name="arch" type="xml">
 231                 <tree string="Sales Team">
 232                     <field name="name"/>
 233                     <field name="code"/>
 234                     <field name="user_id"/>
 235                 </tree>
 236             </field>
 237         </record>
 238
 239         <!-- Case Sections Action -->
 240
 241         <record model="ir.actions.act_window.view" id="action_crm_tag_kanban_view_salesteams_oppor11">
 242             <field name="sequence" eval="0"/>
 243             <field name="view_mode">kanban</field>
 244             <field name="view_id" ref="crm_case_kanban_view_leads"/>
 245             <field name="act_window_id" ref="crm_case_form_view_salesteams_opportunity"/>
 246         </record>
 247
 248         <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_salesteams_oppor11">
 249             <field name="sequence" eval="1"/>
 250             <field name="view_mode">tree</field>
 251             <field name="view_id" ref="crm_case_tree_view_oppor"/>
 252             <field name="act_window_id" ref="crm_case_form_view_salesteams_opportunity"/>
 253         </record>
 254
 255         <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_salesteams_oppor11">
 256             <field name="sequence" eval="2"/>
 257             <field name="view_mode">form</field>
 258             <field name="view_id" ref="crm_case_form_view_oppor"/>
 259             <field name="act_window_id" ref="crm_case_form_view_salesteams_opportunity"/>
 260         </record>
 261
 262         <record id="crm_case_section_act_tree" model="ir.actions.act_window">
 263             <field name="name">Cases by Sales Team</field>
 264             <field name="res_model">crm.case.section</field>
 265             <field name="domain">[('parent_id','=',False)]</field>
 266             <field name="view_type">tree</field>
 267             <field name="view_id" ref="crm_case_section_view_tree"/>
 268         </record>
 269
 270         <record id="crm_case_section_act" model="ir.actions.act_window">
 271             <field name="name">Sales Teams</field>
 272             <field name="res_model">crm.case.section</field>
 273             <field name="view_type">form</field>
 274             <field name="view_id" ref="crm_case_section_view_tree"/>
 275             <field name="help" type="html">
 276                 <p class="oe_view_nocontent_create">
 277                     Click here to define a new sales team.
 278                 </p><p>
 279                     Use sales team to organize your different salespersons or
 280                     departments into separate teams. Each team will work in
 281                     its own list of opportunities.
 282                 </p>
 283             </field>
 284         </record>
 285
 286         <menuitem id="crm.menu_crm_case_section_act"
 287             action="crm_case_section_salesteams_act"
 288             sequence="1"
 289             parent="base.menu_sales"
 290             groups="base.group_multi_salesteams"/>
 291   </data>
 292 </openerp>