addons/sale/sale_view.xml

   1 <?xml version="1.0" encoding="utf-8"?>
   2 <openerp>
   3     <data>
   4
   5         <!-- Top menu item -->
   6         <!--
   7             This menu item's purpose is to overwrite another one defined in
   8             the base module in order to set new groups.
   9         -->
  10         <menuitem name="Sales"
  11             id="base.menu_base_partner"
  12             groups="base.group_sale_salesman,base.group_sale_manager"/>
  13
  14         <menuitem id="base.menu_product" name="Products" parent="base.menu_base_partner" sequence="9"/>
  15
  16         <record id="view_sale_order_calendar" model="ir.ui.view">
  17             <field name="name">sale.order.calendar</field>
  18             <field name="model">sale.order</field>
  19             <field name="arch" type="xml">
  20                 <calendar string="Sales Orders" color="state" date_start="date_order">
  21                     <field name="partner_id"/>
  22                     <field name="amount_total"/>
  23                 </calendar>
  24             </field>
  25         </record>
  26         <record model="ir.ui.view" id="view_sale_order_graph">
  27             <field name="name">sale.order.graph</field>
  28             <field name="model">sale.order</field>
  29             <field name="arch" type="xml">
  30                 <graph string="Sales Orders" type="bar">
  31                     <field name="partner_id" type="row"/>
  32                     <field name="amount_total" type="measure"/>
  33                 </graph>
  34             </field>
  35         </record>
  36
  37         <record id="view_order_tree" model="ir.ui.view">
  38             <field name="name">sale.order.tree</field>
  39             <field name="model">sale.order</field>
  40             <field name="priority">2</field>
  41             <field name="arch" type="xml">
  42                 <tree string="Sales Orders" fonts="bold:message_unread==True" colors="grey:state=='cancel';blue:state in ('waiting_date','manual');red:state in ('invoice_except','shipping_except')">
  43                     <field name="message_unread" invisible="1"/>
  44                     <field name="name" string="Order Number"/>
  45                     <field name="date_order"/>
  46                     <field name="partner_id"/>
  47                     <field name="user_id"/>
  48                     <field name="amount_total" sum="Total Tax Included"/>
  49                     <field name="state"/>
  50                 </tree>
  51             </field>
  52         </record>
  53
  54         <record id="view_quotation_tree" model="ir.ui.view">
  55             <field name="name">sale.order.tree</field>
  56             <field name="model">sale.order</field>
  57             <field name="priority">4</field>
  58             <field name="arch" type="xml">
  59                 <tree string="Quotation" fonts="bold:message_unread==True" colors="grey:state=='cancel';blue:state in ('waiting_date','manual');red:state in ('invoice_except','shipping_except')">
  60                     <field name="message_unread" invisible="1"/>
  61                     <field name="name" string="Quotation Number"/>
  62                     <field name="date_order"/>
  63                     <field name="partner_id"/>
  64                     <field name="user_id"/>
  65                     <field name="amount_total" sum="Total Tax Included"/>
  66                     <field name="state"/>
  67                 </tree>
  68             </field>
  69         </record>
  70
  71         <record id="view_order_form" model="ir.ui.view">
  72             <field name="name">sale.order.form</field>
  73             <field name="model">sale.order</field>
  74             <field name="arch" type="xml">
  75                 <form string="Sales Order">
  76                     <header>
  77                         <button name="invoice_recreate" states="invoice_except" string="Recreate Invoice" groups="base.group_user"/>
  78                         <button name="invoice_corrected" states="invoice_except" string="Ignore Exception" groups="base.group_user"/>
  79                         <button name="action_quotation_send" string="Send by Email" type="object" states="draft" class="oe_highlight" groups="base.group_user"/>
  80                         <button name="action_quotation_send" string="Send by Email" type="object" states="sent,progress,manual" groups="base.group_user"/>
  81                         <button name="print_quotation" string="Print" type="object" states="draft" class="oe_highlight" groups="base.group_user"/>
  82                         <button name="print_quotation" string="Print" type="object" states="sent,progress,manual" groups="base.group_user"/>
  83                         <button name="action_button_confirm" states="draft" string="Confirm Sale" type="object" groups="base.group_user"/>
  84                         <button name="action_button_confirm" states="sent" string="Confirm Sale" class="oe_highlight" type="object" groups="base.group_user"/>
  85                         <button name="action_view_invoice" string="View Invoice" type="object" class="oe_highlight"
  86                             attrs="{'invisible': [('invoice_exists', '=', False)]}" groups="base.group_user"/>
  87                         <button name="%(action_view_sale_advance_payment_inv)d" string="Create Invoice"
  88                             type="action" states="manual" class="oe_highlight" groups="base.group_user"/>
  89                         <button name="copy_quotation" states="cancel" string="New Copy of Quotation" type="object"/>
  90                         <button name="cancel" states="draft,sent" string="Cancel Quotation" groups="base.group_user"/>
  91                         <button name="action_cancel" states="manual,progress" string="Cancel Order" type="object" groups="base.group_user"/>
  92                         <button name="invoice_cancel" states="invoice_except" string="Cancel Order" groups="base.group_user"/>
  93                         <field name="state" widget="statusbar" statusbar_visible="draft,sent,progress,done" statusbar_colors='{"invoice_except":"red","waiting_date":"blue"}'/>
  94                 </header>
  95                 <sheet>
  96                     <h1>
  97                         <label string="Quotation " attrs="{'invisible': [('state','not in',('draft','sent'))]}"/>
  98                         <label string="Sales Order " attrs="{'invisible': [('state','in',('draft','sent'))]}"/>
  99                         <field name="name" class="oe_inline" readonly="1"/>
 100                     </h1>
 101                     <group>
 102                         <group>
 103                             <field name="partner_id" on_change="onchange_partner_id(partner_id, context)" domain="[('customer','=',True)]" context="{'search_default_customer':1, 'show_address': 1}" options='{"always_reload": True}'/>
 104                             <field name="partner_invoice_id" groups="sale.group_delivery_invoice_address" context="{'default_type':'invoice'}"/>
 105                             <field name="partner_shipping_id" on_change="onchange_delivery_id(company_id, partner_id, partner_shipping_id, fiscal_position)" groups="sale.group_delivery_invoice_address" context="{'default_type':'delivery'}"/>
 106                             <field name="project_id" context="{'partner_id':partner_invoice_id, 'default_pricelist_id':pricelist_id, 'default_name':name, 'default_type': 'contract'}" groups="sale.group_analytic_accounting" domain="[('type','in',['view','normal','contract'])]"/>
 107                         </group>
 108                         <group>
 109                             <field name="date_order"/>
 110                             <field name="client_order_ref"/>
 111                             <field domain="[('type','=','sale')]" name="pricelist_id" groups="product.group_sale_pricelist" on_change="onchange_pricelist_id(pricelist_id,order_line)"/>
 112                             <field name="currency_id" invisible="1"/>
 113                         </group>
 114                     </group>
 115                     <notebook>
 116                         <page string="Order Lines">
 117                             <field name="order_line">
 118                                 <form string="Sales Order Lines">
 119                                     <header groups="base.group_user">
 120                                         <button name="%(action_view_sale_order_line_make_invoice)d" states="confirmed" string="Invoice" type="action" icon="terp-document-new"/>
 121                                         <field name="state" widget="statusbar" statusbar_visible="draft,confirmed,done" statusbar_colors='{"exception":"red","cancel":"red"}'/>
 122                                     </header>
 123                                     <group>
 124                                         <group>
 125                                             <field name="product_id"
 126                                                 context="{'partner_id':parent.partner_id, 'quantity':product_uom_qty, 'pricelist':parent.pricelist_id, 'uom':product_uom}"
 127                                                 groups="base.group_user"
 128                                                 on_change="product_id_change(parent.pricelist_id, product_id, product_uom_qty, False, product_uos_qty, False, name, parent.partner_id, False, True, parent.date_order, False, parent.fiscal_position, False, context)"/>
 129                                             <label for="product_uom_qty"/>
 130                                             <div>
 131                                                 <field
 132                                                     context="{'partner_id':parent.partner_id, 'quantity':product_uom_qty, 'pricelist':parent.pricelist_id, 'uom':product_uom}"
 133                                                     name="product_uom_qty" class="oe_inline"
 134                                                     on_change="product_id_change(parent.pricelist_id,product_id,product_uom_qty,product_uom,product_uos_qty,product_uos,name,parent.partner_id, False, False, parent.date_order, False, parent.fiscal_position, True, context)"/>
 135                                                 <field name="product_uom" groups="product.group_uom" class="oe_inline oe_no_button"
 136
 137                                                     on_change="product_uom_change(parent.pricelist_id,product_id,product_uom_qty,product_uom,product_uos_qty,product_uos,name,parent.partner_id, False, False, parent.date_order, context)"/>
 138                                             </div>
 139                                             <label for="product_uos_qty" groups="product.group_uos"/>
 140                                             <div groups="product.group_uos">
 141                                                 <field name="product_uos_qty" class="oe_inline"/>
 142                                                 <field name="product_uos" options='{"no_open": True}' class="oe_inline"/>
 143                                             </div>
 144                                             <field name="price_unit"/>
 145                                             <label for="discount" groups="sale.group_discount_per_so_line"/>
 146                                             <div name="discount" groups="sale.group_discount_per_so_line">
 147                                                 <field name="discount" class="oe_inline"/> %%
 148                                             </div>
 149                                         </group>
 150                                         <group>
 151                                             <field name="tax_id" widget="many2many_tags" domain="[('parent_id','=',False),('type_tax_use','&lt;&gt;','purchase')]"/>
 152                                             <field name="th_weight"/>
 153                                             <!-- we should put a config wizard for these two fields -->
 154                                             <field name="address_allotment_id"/>
 155                                         </group>
 156                                     </group>
 157                                     <label for="name"/>
 158                                     <field name="name"/>
 159                                     <div groups="base.group_no_one">
 160                                         <label for="invoice_lines"/>
 161                                         <field name="invoice_lines"/>
 162                                     </div>
 163                                 </form>
 164                                 <tree string="Sales Order Lines" editable="bottom">
 165                                     <field name="sequence" widget="handle"/>
 166                                     <field name="state" invisible="1"/>
 167                                     <field name="th_weight" invisible="1"/>
 168                                     <field name="product_id"
 169                                         context="{'partner_id':parent.partner_id, 'quantity':product_uom_qty, 'pricelist':parent.pricelist_id, 'uom':product_uom}"
 170                                         groups="base.group_user"
 171                                         on_change="product_id_change(parent.pricelist_id, product_id, product_uom_qty, False, product_uos_qty, False, name, parent.partner_id, False, True, parent.date_order, False, parent.fiscal_position, False, context)"/>
 172                                     <field name="name"/>
 173                                     <field name="product_uom_qty"
 174                                         context="{'partner_id':parent.partner_id, 'quantity':product_uom_qty, 'pricelist':parent.pricelist_id, 'uom':product_uom}"
 175                                         on_change="product_id_change(parent.pricelist_id, product_id, product_uom_qty, product_uom, product_uos_qty, product_uos, name, parent.partner_id, False, False, parent.date_order, False, parent.fiscal_position, True, context)"/>
 176                                     <field name="product_uom"
 177                                         on_change="product_uom_change(parent.pricelist_id, product_id, product_uom_qty, product_uom, product_uos_qty, product_uos, name, parent.partner_id, False, False, parent.date_order, context)"
 178                                         groups="product.group_uom" options='{"no_open": True}'/>
 179                                     <field name="product_uos_qty" groups="product.group_uos" invisible="1"/>
 180                                     <field name="product_uos" string="UoS" groups="product.group_uos" invisible="1"/>
 181                                     <field name="price_unit"/>
 182                                     <field name="tax_id" widget="many2many_tags" domain="[('parent_id','=',False),('type_tax_use','&lt;&gt;','purchase')]"/>
 183                                     <field name="discount" groups="sale.group_discount_per_so_line"/>
 184                                     <field name="price_subtotal"/>
 185                                 </tree>
 186                             </field>
 187                             <group class="oe_subtotal_footer oe_right" colspan="2" name="sale_total">
 188                                 <field name="amount_untaxed" widget='monetary' options="{'currency_field': 'currency_id'}"/>
 189                                 <field name="amount_tax" widget='monetary' options="{'currency_field': 'currency_id'}"/>
 190                                 <div class="oe_subtotal_footer_separator oe_inline">
 191                                     <label for="amount_total" />
 192                                     <button name="button_dummy"
 193                                         states="draft,sent" string="(update)" type="object" class="oe_edit_only oe_link"/>
 194                                 </div>
 195                                 <field name="amount_total" nolabel="1" class="oe_subtotal_footer_separator" widget='monetary' options="{'currency_field': 'currency_id'}"/>
 196                             </group>
 197                             <div class="oe_clear"/>
 198                             <field name="note" class="oe_inline" placeholder="Terms and conditions..."/>
 199                         </page>
 200                         <page string="Other Information" groups="base.group_user">
 201                             <group>
 202                                 <group name="sales_person" groups="base.group_user">
 203                                     <field name="user_id" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'account.group_account_invoice', 'base.group_sale_salesman_all_leads']}"/>
 204                                     <field name="section_id" options="{'no_create': True}" groups="base.group_multi_salesteams"/>
 205                                     <field groups="base.group_no_one" name="origin"/>
 206                                 </group>
 207                                 <group name="sale_pay">
 208                                     <field name="payment_term" options="{'no_create': True}"/>
 209                                     <field name="fiscal_position" options="{'no_create': True}"
 210                                         on_change="onchange_fiscal_position(fiscal_position, order_line, context)"/>
 211                                     <field name="company_id" widget="selection" groups="base.group_multi_company"/>
 212                                 </group>
 213                                 <group>
 214                                     <field name="invoiced"/>
 215                                     <field name="invoice_exists" invisible="1"/>
 216                                 </group>
 217                             </group>
 218                         </page>
 219                     </notebook>
 220                 </sheet>
 221                 <div class="oe_chatter">
 222                     <field name="message_follower_ids" widget="mail_followers" groups="base.group_user"/>
 223                     <field name="message_ids" widget="mail_thread"/>
 224                 </div>
 225                 </form>
 226             </field>
 227         </record>
 228
 229         <!-- inherited view to make the order lines list in the form non-editable
 230              for the members of some usability groups -->
 231         <record id="view_order_form_editable_list" model="ir.ui.view">
 232             <field name="name">sale.order.form.editable.list</field>
 233             <field name="model">sale.order</field>
 234             <field name="inherit_id" ref="sale.view_order_form"/>
 235             <field name="groups_id" eval="[(4, ref('product.group_uos')), (4, ref('product.group_stock_packaging')), (4, ref('sale.group_mrp_properties'))]"/>
 236             <field name="arch" type="xml">
 237                 <xpath expr="//field[@name='order_line']/tree" position="attributes">
 238                     <attribute name="editable"/>
 239                 </xpath>
 240             </field>
 241         </record>
 242
 243         <record id="view_sales_order_filter" model="ir.ui.view">
 244             <field name="name">sale.order.list.select</field>
 245             <field name="model">sale.order</field>
 246             <field name="arch" type="xml">
 247                 <search string="Search Sales Order">
 248                     <field name="name" string="Sales Order" filter_domain="['|',('name','ilike',self),('client_order_ref','ilike',self)]"/>
 249                     <field name="partner_id" operator="child_of"/>
 250                     <field name="user_id"/>
 251                     <field name="section_id" string="Sales Team" groups="base.group_multi_salesteams"/>
 252                     <field name="project_id"/>
 253                     <filter string="My" domain="[('user_id','=',uid)]" name="my_sale_orders_filter"/>
 254                     <separator/>
 255                     <filter string="Quotations" name="draft" domain="[('state','in',('draft','sent'))]" help="Sales Order that haven't yet been confirmed"/>
 256                     <filter string="Sales" name="sales" domain="[('state','in',('manual','progress'))]"/>
 257                     <filter string="To Invoice" domain="[('state','=','manual')]" help="Sales Order ready to be invoiced"/>
 258                     <filter string="Done" domain="[('state','=','done')]" help="Sales Order done"/>
 259                     <separator/>
 260                     <filter string="New Mail" name="message_unread" domain="[('message_unread','=',True)]"/>
 261                     <group expand="0" string="Group By">
 262                         <filter string="Salesperson" domain="[]" context="{'group_by':'user_id'}"/>
 263                         <filter string="Customer" domain="[]" context="{'group_by':'partner_id'}"/>
 264                         <filter string="Order Month" domain="[]" context="{'group_by':'date_order'}"/>
 265                     </group>
 266                </search>
 267             </field>
 268         </record>
 269
 270         <record id="action_orders" model="ir.actions.act_window">
 271             <field name="name">Sales Orders</field>
 272             <field name="type">ir.actions.act_window</field>
 273             <field name="res_model">sale.order</field>
 274             <field name="view_type">form</field>
 275             <field name="view_mode">tree,form,calendar,graph</field>
 276             <field name="search_view_id" ref="view_sales_order_filter"/>
 277             <field name="context">{
 278                     'search_default_my_sale_orders_filter': 1
 279                 }
 280             </field>
 281             <field name="domain">[('state', 'not in', ('draft', 'sent', 'cancel'))]</field>
 282             <field name="help" type="html">
 283                 <p class="oe_view_nocontent_create">
 284                     Click to create a quotation that can be converted into a sales
 285                     order.
 286                 </p><p>
 287                     OpenERP will help you efficiently handle the complete sales flow:
 288                     quotation, sales order, delivery, invoicing and payment.
 289                 </p>
 290             </field>
 291         </record>
 292
 293         <menuitem action="action_orders" id="menu_sale_order" parent="base.menu_sales" sequence="6" groups="base.group_sale_salesman,base.group_sale_manager"/>
 294
 295         <record id="action_orders_exception" model="ir.actions.act_window">
 296             <field name="name">Sales in Exception</field>
 297             <field name="type">ir.actions.act_window</field>
 298             <field name="res_model">sale.order</field>
 299             <field name="view_type">form</field>
 300             <field name="view_mode">tree,form,calendar,graph</field>
 301             <field name="domain">[('state','in',('shipping_except','invoice_except'))]</field>
 302             <field name="filter" eval="True"/>
 303             <field name="search_view_id" ref="view_sales_order_filter"/>
 304         </record>
 305
 306         <record id="action_orders_in_progress" model="ir.actions.act_window">
 307             <field name="name">Sales Order in Progress</field>
 308             <field name="type">ir.actions.act_window</field>
 309             <field name="res_model">sale.order</field>
 310             <field name="view_type">form</field>
 311             <field name="view_mode">tree,form,calendar,graph</field>
 312             <field name="domain">[('state','in',('progress','waiting_date','manual'))]</field>
 313             <field name="search_view_id" ref="view_sales_order_filter"/>
 314         </record>
 315
 316
 317         <record id="action_quotations" model="ir.actions.act_window">
 318             <field name="name">Quotations</field>
 319             <field name="type">ir.actions.act_window</field>
 320             <field name="res_model">sale.order</field>
 321             <field name="view_type">form</field>
 322             <field name="view_id" ref="view_quotation_tree"/>
 323             <field name="view_mode">tree,form,calendar,graph</field>
 324             <field name="context">{'search_default_my_sale_orders_filter': 1}</field>
 325             <field name="domain">[('state','in',('draft','sent','cancel'))]</field>
 326             <field name="search_view_id" ref="view_sales_order_filter"/>
 327             <field name="help" type="html">
 328               <p class="oe_view_nocontent_create">
 329                 Click to create a quotation, the first step of a new sale.
 330               </p><p>
 331                 OpenERP will help you handle efficiently the complete sale flow:
 332                 from the quotation to the sales order, the
 333                 delivery, the invoicing and the payment collection.
 334               </p><p>
 335                 The social feature helps you organize discussions on each sales
 336                 order, and allow your customers to keep track of the evolution
 337                 of the sales order.
 338               </p>
 339             </field>
 340         </record>
 341
 342         <menuitem id="menu_sale_quotations"
 343                 action="action_quotations" parent="base.menu_sales"
 344                 sequence="5"/>
 345
 346         <record id="action_order_tree" model="ir.actions.act_window">
 347             <field name="name">Old Quotations</field>
 348             <field name="type">ir.actions.act_window</field>
 349             <field name="res_model">sale.order</field>
 350             <field name="view_type">form</field>
 351             <field name="view_mode">tree,form,calendar,graph</field>
 352             <field name="domain">[('state','=','draft'),('date_order','&lt;',time.strftime('%Y-%m-%d %H:%M:%S'))]</field>
 353             <field name="filter" eval="True"/>
 354             <field name="search_view_id" ref="view_sales_order_filter"/>
 355         </record>
 356
 357
 358         <record id="view_order_line_tree" model="ir.ui.view">
 359             <field name="name">sale.order.line.tree</field>
 360             <field name="model">sale.order.line</field>
 361             <field name="arch" type="xml">
 362                 <tree string="Sales Order Lines" create="false">
 363                     <field name="product_id" invisible="1"/>
 364                     <field name="order_id"/>
 365                     <field name="order_partner_id"/>
 366                     <field name="name"/>
 367                     <field name="product_uom_qty" string="Qty"/>
 368                     <field name="product_uom" string="Unit of Measure" groups="product.group_uom"/>
 369                     <field name="salesman_id"/>
 370                     <field name="price_subtotal" sum="Total"/>
 371                     <field name="state"/>
 372                     <field name="invoiced"/>
 373                 </tree>
 374             </field>
 375         </record>
 376         <record id="view_order_line_form2" model="ir.ui.view">
 377             <field name="name">sale.order.line.form2</field>
 378             <field name="model">sale.order.line</field>
 379             <field name="arch" type="xml">
 380                 <form string="Sales Order Lines" create="false">
 381                     <header>
 382                         <button name="%(action_view_sale_order_line_make_invoice)d" string="Create Invoice" type="action" attrs="{'invisible': ['|',('invoiced', '=', 1), ('state', 'not in', ('confirmed', 'draft'))]}" class="oe_highlight" groups="base.group_user"/>
 383                         <button name="button_cancel" string="Cancel Line" type="object" states="confirmed,exception" groups="base.group_user"/>
 384                         <button name="button_done" string="Done" type="object"  attrs="{'invisible': ['|',('invoiced', '=', 0), ('state', 'not in', ('confirmed', 'exception'))]}" class="oe_highlight" groups="base.group_user"/>
 385                         <field name="state" widget="statusbar" statusbar_visible="draft,confirmed,done" statusbar_colors='{"exception":"red","cancel":"red"}'/>
 386                     </header>
 387                     <sheet>
 388                     <label for="order_id" class="oe_edit_only"/>
 389                     <h1><field name="order_id" domain="[('state','!=','done')]"/></h1>
 390                     <label for="order_partner_id" class="oe_edit_only"/>
 391                     <h2><field name="order_partner_id"/></h2>
 392                     <group>
 393                         <group>
 394                             <field name="product_id"/>
 395                             <label for="product_uom_qty"/>
 396                             <div>
 397                                 <field name="product_uom_qty" readonly="1" class="oe_inline"/>
 398                                 <field name="product_uom" groups="product.group_uom" class="oe_inline"/>
 399                             </div>
 400                         </group>
 401                         <group>
 402                             <field name="price_unit"/>
 403                             <field name="discount" groups="sale.group_discount_per_so_line"/>
 404                             <field name="price_subtotal"/>
 405                             <field name="invoiced"/>
 406                             <field name="company_id" groups="base.group_multi_company" readonly="1"/>
 407                         </group>
 408                     </group>
 409                     <label for="name"/>
 410                     <field name="name"/>
 411                     </sheet>
 412                 </form>
 413             </field>
 414         </record>
 415
 416         <record id="view_sales_order_line_filter" model="ir.ui.view">
 417             <field name="name">sale.order.line.select</field>
 418             <field name="model">sale.order.line</field>
 419             <field name="arch" type="xml">
 420                 <search string="Search Sales Order">
 421                     <filter icon="terp-dolar_ok!" string="To Invoice" domain="[('invoiced','&lt;&gt;', 1),('state','=','done')]"  help="Sales Order Lines ready to be invoiced"/>
 422                     <separator/>
 423                     <filter string="My Sales Order Lines" icon="terp-personnal" domain="[('salesman_id','=',uid)]" help="Sales Order Lines related to a Sales Order of mine"/>
 424                     <field name="order_id"/>
 425                     <field name="order_partner_id" operator="child_of"/>
 426                     <field name="product_id"/>
 427                     <field name="salesman_id"/>
 428                     <group expand="0" string="Group By">
 429                         <filter string="Product" icon="terp-accessories-archiver" domain="[]" context="{'group_by':'product_id'}"/>
 430                         <filter string="Order" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'order_id'}"/>
 431                         <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'salesman_id'}"/>
 432                         <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 433                     </group>
 434                 </search>
 435             </field>
 436         </record>
 437
 438         <record id="view_sales_order_uninvoiced_line_filter" model="ir.ui.view">
 439             <field name="name">sale.order.uninvoiced.line</field>
 440             <field name="model">sale.order.line</field>
 441             <field name="arch" type="xml">
 442                 <search string="Search Uninvoiced Lines">
 443                     <filter icon="terp-gtk-go-back-rtl" string="To Do" domain="[('state','=','confirmed')]" name="sale order" help="Confirmed sales order lines, not yet delivered"/>
 444                     <filter icon="terp-dialog-close" string="Done" domain="[('state','=','done')]" name="sale_order_done" help="Sales order lines done"/>
 445                     <filter icon="terp-accessories-archiver" string="Shipped" domain="[('state','=','done')]" name="unshipped" help="Sales Order Lines that are in 'done' state"/>
 446                     <separator/>
 447                     <filter icon="terp-dolar_ok!" string="Uninvoiced" name="uninvoiced" domain="[('invoiced','&lt;&gt;', 1),('state','&lt;&gt;','draft'),('state','&lt;&gt;','cancel')]" help="Sales Order Lines that are confirmed, done or in exception state and haven't yet been invoiced"/>
 448                     <separator/>
 449                     <filter string="My Sales Order Lines" icon="terp-personal" domain="[('salesman_id','=',uid)]" help="My Sales Order Lines"/>
 450                     <field name="order_id"/>
 451                     <field name="order_partner_id" operator="child_of"/>
 452                     <field name="product_id"/>
 453                     <field name="salesman_id"/>
 454                     <group expand="0" string="Group By">
 455                         <filter string="Order" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'order_id'}" help="Order reference"/>
 456                         <filter string="Product" icon="terp-accessories-archiver" domain="[]" context="{'group_by':'product_id'}"/>
 457                         <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 458                     </group>
 459                 </search>
 460             </field>
 461         </record>
 462
 463         <record id="action_order_line_tree2" model="ir.actions.act_window">
 464             <field name="name">Order Lines to Invoice</field>
 465             <field name="type">ir.actions.act_window</field>
 466             <field name="res_model">sale.order.line</field>
 467             <field name="view_type">form</field>
 468             <field name="view_mode">tree,form</field>
 469             <field name="search_view_id" ref="view_sales_order_uninvoiced_line_filter"/>
 470             <field name="context">{"search_default_uninvoiced":1}</field>
 471             <field name="filter" eval="True"/>
 472             <field name="help" type="html">
 473               <p>
 474                 Here is a list of each sales order line to be invoiced. You can
 475                 invoice sales orders partially, by lines of sales order. You do
 476                 not need this list if you invoice from the delivery orders or
 477                 if you invoice sales totally.
 478               </p>
 479             </field>
 480         </record>
 481
 482         <record id="action_order_line_tree3" model="ir.actions.act_window">
 483             <field name="name">Uninvoiced and Delivered Lines</field>
 484             <field name="type">ir.actions.act_window</field>
 485             <field name="res_model">sale.order.line</field>
 486             <field name="view_type">form</field>
 487             <field name="view_mode">tree,form</field>
 488             <field name="domain">[('invoiced','&lt;&gt;', 1),('state','=','done')]</field>
 489             <field name="filter" eval="True"/>
 490         </record>
 491         <record id="action_order_line_product_tree" model="ir.actions.act_window">
 492             <field name="context">{'search_default_product_id': active_id, 'default_product_id': active_id}</field>
 493             <field name="name">Sales Order Lines</field>
 494             <field name="res_model">sale.order.line</field>
 495             <field name="view_id" ref="view_order_line_tree"/>
 496         </record>
 497         <record model="ir.ui.view" id="product_form_view_sale_order_button">
 498             <field name="name">product.product.sale.order</field>
 499             <field name="model">product.product</field>
 500             <field name="inherit_id" ref="product.product_normal_form_view"/>
 501             <field name="arch" type="xml">
 502                 <xpath expr="//div[@name='buttons']" position="inside">
 503                     <button class="oe_inline oe_stat_button" name="%(action_order_line_product_tree)d"
 504                         type="action" groups="base.group_sale_salesman" icon="fa-strikethrough">
 505                         <field string="Sales" name="sales_count" widget="statinfo" />
 506                     </button>
 507                 </xpath>
 508             </field>
 509         </record>
 510
 511         <record model="ir.ui.view" id="product_template_form_view_sale_order_button">
 512             <field name="name">product.template.sale.order.button</field>
 513             <field name="model">product.template</field>
 514             <field name="inherit_id" ref="product.product_template_form_view_only"/>
 515             <field name="arch" type="xml">
 516                 <xpath expr="//div[@name='buttons']" position="inside">
 517                     <button class="oe_inline oe_stat_button" name="action_view_sales"
 518                         type="object" groups="base.group_sale_salesman" icon="fa-strikethrough">
 519                         <field string="Sales" name="sales_count" widget="statinfo" />
 520                     </button>
 521                 </xpath>
 522             </field>
 523         </record>
 524
 525
 526         <record model="ir.ui.view" id="view_company_inherit_form2">
 527             <field name="name">res.company.form.inherit</field>
 528             <field name="inherit_id" ref="base.view_company_form"/>
 529             <field name="model">res.company</field>
 530             <field name="arch" type="xml">
 531                 <xpath expr="//group[@name='account_grp']" position="after">
 532                     <group name="sale_grp" string="Sales">
 533                         <field name="sale_note" nolabel="1" placeholder="Default terms &amp; conditions..."/>
 534                     </group>
 535                 </xpath>
 536             </field>
 537         </record>
 538
 539        <!-- Update account invoice list view!-->
 540         <record model="ir.ui.view" id="account_invoice_tree">
 541             <field name="name">Account Invoice</field>
 542             <field name="model">account.invoice</field>
 543             <field name="inherit_id" ref="account.invoice_tree"/>
 544             <field name="arch" type="xml">
 545                 <data>
 546                     <xpath expr="//field[@name='user_id']" position="after">
 547                         <field name="section_id" string="Sales Team" groups="base.group_multi_salesteams"/>
 548                     </xpath>
 549                 </data>
 550             </field>
 551         </record>
 552
 553         <!-- Update account invoice search view!-->
 554         <record id="account_invoice_groupby_inherit" model="ir.ui.view">
 555             <field name="name">account.invoice.groupby</field>
 556             <field name="model">account.invoice</field>
 557             <field name="inherit_id" ref="account.view_account_invoice_filter"/>
 558             <field name="arch" type="xml">
 559                 <xpath expr="//field[@name='user_id']" position="after">
 560                     <field name="section_id" groups="base.group_multi_salesteams"/>
 561                 </xpath>
 562                 <xpath expr="//group/filter[@string='Due Month']" position="after">
 563                     <filter string="Sales Team" domain="[]" context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
 564                 </xpath>
 565             </field>
 566         </record>
 567
 568         <!-- Update account invoice !-->
 569         <record model="ir.ui.view" id="account_invoice_form">
 570             <field name="name">Account Invoice</field>
 571             <field name="model">account.invoice</field>
 572             <field name="inherit_id" ref="account.invoice_form"/>
 573             <field name="arch" type="xml">
 574                 <data>
 575                     <xpath expr="//field[@name='user_id']" position="after">
 576                         <field name="section_id" groups="base.group_multi_salesteams"/>
 577                     </xpath>
 578                 </data>
 579             </field>
 580         </record>
 581
 582         <!-- search by Salesteams -->
 583         <record id="action_orders_salesteams" model="ir.actions.act_window">
 584             <field name="name">Sales Orders</field>
 585             <field name="type">ir.actions.act_window</field>
 586             <field name="res_model">sale.order</field>
 587             <field name="view_type">form</field>
 588             <field name="view_mode">tree,form,calendar,graph</field>
 589             <field name="search_view_id" ref="sale.view_sales_order_filter"/>
 590             <field name="domain">[('state','not in',('draft','sent','cancel'))]</field>
 591             <field name="context">{
 592                     'search_default_section_id': [active_id],
 593                     'default_section_id': active_id,
 594                 }
 595             </field>
 596             <field name="help" type="html">
 597               <p class="oe_view_nocontent_create">
 598                 Click to create a quotation that can be converted into a sales
 599                 order.
 600               </p><p>
 601                 OpenERP will help you efficiently handle the complete sales flow:
 602                 quotation, sales order, delivery, invoicing and payment.
 603               </p>
 604             </field>
 605         </record>
 606
 607         <record id="action_quotations_salesteams" model="ir.actions.act_window">
 608             <field name="name">Quotations</field>
 609             <field name="type">ir.actions.act_window</field>
 610             <field name="res_model">sale.order</field>
 611             <field name="view_type">form</field>
 612             <field name="view_id" ref="sale.view_quotation_tree"/>
 613             <field name="view_mode">tree,form,calendar,graph</field>
 614             <field name="context">{
 615                     'search_default_section_id': [active_id],
 616                     'default_section_id': active_id,
 617                     'show_address': 1,
 618                 }
 619             </field>
 620             <field name="domain">[('state','in',('draft','sent','cancel'))]</field>
 621             <field name="search_view_id" ref="sale.view_sales_order_filter"/>
 622             <field name="help" type="html">
 623               <p class="oe_view_nocontent_create">
 624                 Click to create a quotation, the first step of a new sale.
 625               </p><p>
 626                 OpenERP will help you handle efficiently the complete sale flow:
 627                 from the quotation to the sales order, the
 628                 delivery, the invoicing and the payment collection.
 629               </p><p>
 630                 The social feature helps you organize discussions on each sales
 631                 order, and allow your customers to keep track of the evolution
 632                 of the sales order.
 633               </p>
 634             </field>
 635         </record>
 636
 637         <record id="action_invoice_salesteams" model="ir.actions.act_window">
 638             <field name="name">Invoices</field>
 639             <field name="res_model">account.invoice</field>
 640             <field name="view_type">form</field>
 641             <field name="view_mode">tree,form,calendar,graph</field>
 642             <field name="view_id" ref="account.invoice_tree"/>
 643             <field name="domain">[
 644                 ('state', 'not in', ['draft', 'cancel']),
 645                 ('type', '=', 'out_invoice')]</field>
 646             <field name="context">{
 647                     'search_default_section_id': [active_id],
 648                     'default_section_id': active_id,
 649                     'default_type':'out_invoice',
 650                     'type':'out_invoice',
 651                     'journal_type': 'sale',
 652                 }
 653             </field>
 654             <field name="search_view_id" ref="account.view_account_invoice_filter"/>
 655         </record>
 656
 657         <record id="action_invoice_salesteams_view_tree" model="ir.actions.act_window.view">
 658             <field name="sequence">1</field>
 659             <field name="view_mode">tree</field>
 660             <field name="act_window_id" ref="sale.action_invoice_salesteams"/>
 661         </record>
 662
 663         <record id="action_invoice_salesteams_view_form" model="ir.actions.act_window.view">
 664             <field name="sequence">2</field>
 665             <field name="view_mode">form</field>
 666             <field name="view_id" ref="account.invoice_form"/>
 667             <field name="act_window_id" ref="sale.action_invoice_salesteams"/>
 668         </record>
 669
 670         <record id="action_order_report_quotation_salesteam" model="ir.actions.act_window">
 671             <field name="name">Quotations Analysis</field>
 672             <field name="res_model">sale.report</field>
 673             <field name="view_mode">graph</field>
 674             <field name="domain">[('state','=','draft'),('section_id', '=', active_id)]</field>
 675             <field name="context">{'search_default_order_month':1}</field>
 676             <field name="help">This report performs analysis on your quotations. Analysis check your sales revenues and sort it by different group criteria (salesman, partner, product, etc.) Use this report to perform analysis on sales not having invoiced yet. If you want to analyse your turnover, you should use the Invoice Analysis report in the Accounting application.</field>
 677         </record>
 678
 679         <record id="action_order_report_so_salesteam" model="ir.actions.act_window">
 680             <field name="name">Sales Analysis</field>
 681             <field name="res_model">sale.report</field>
 682             <field name="view_mode">graph</field>
 683             <field name="domain">[('state','not in',('draft','sent','cancel')),('section_id', '=', active_id)]</field>
 684             <field name="context">{'search_default_order_month':1}</field>
 685             <field name="help">This report performs analysis on your sales orders. Analysis check your sales revenues and sort it by different group criteria (salesman, partner, product, etc.) Use this report to perform analysis on sales not having invoiced yet. If you want to analyse your turnover, you should use the Invoice Analysis report in the Accounting application.</field>
 686         </record>
 687
 688         <record id="action_account_invoice_report_salesteam" model="ir.actions.act_window">
 689             <field name="name">Invoices Analysis</field>
 690             <field name="res_model">account.invoice.report</field>
 691             <field name="view_mode">graph</field>
 692             <field name="domain">[('section_id', '=', active_id),('state', 'not in', ['draft', 'cancel'])]</field>
 693             <field name="context">{'search_default_month':1}</field>
 694             <field name="help">From this report, you can have an overview of the amount invoiced to your customer. The tool search can also be used to personalise your Invoices reports and so, match this analysis to your needs.</field>
 695         </record>
 696     </data>
 697 </openerp>