addons/sale_crm/sale_crm_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4
   5         <record model="ir.ui.view" id="crm_case_form_view_oppor">
   6             <field name="name">CRM - Opportunities - Quote Inherit</field>
   7             <field name="model">crm.lead</field>
   8             <field name="inherit_id" ref="crm.crm_case_form_view_oppor"/>
   9             <field name="arch" type="xml">
  10                 <data>
  11                     <xpath expr="/form/header/button[@name='case_mark_lost']" position="after">
  12                         <button states="done" string="Create Quotation" name="%(action_crm_make_sale)d" type="action"/>
  13                         <button states="draft,open,pending" string="Convert to Quotation" name="%(action_crm_make_sale)d" type="action" class="oe_highlight"/>
  14                     </xpath>
  15                 </data>
  16             </field>
  17         </record>
  18
  19         <record model="ir.ui.view" id="sale_view_inherit123">
  20             <field name="name">sale.order.inherit</field>
  21             <field name="model">sale.order</field>
  22             <field name="inherit_id" ref="sale.view_order_form"/>
  23             <field name="arch" type="xml">
  24                 <field name="user_id" position="after">
  25                     <field name="section_id" widget="selection" groups="base.group_multi_salesteams"/>
  26                     <field name="categ_ids" widget="many2many_tags"/>
  27                 </field>
  28             </field>
  29         </record>
  30
  31         <record id="view_sales_order_filter_inherit" model="ir.ui.view">
  32             <field name="name">sale.order.list.select</field>
  33             <field name="model">sale.order</field>
  34             <field name="inherit_id" ref="sale.view_sales_order_filter"/>
  35             <field name="arch" type="xml">
  36                 <xpath expr="//filter[@name='my_sale_orders_filter']" position="after">
  37                     <separator/>
  38                     <filter string="My Sales Team(s)"
  39                         icon="terp-personal+"
  40                         domain="[('section_id.user_id','=',uid)]"
  41                         help="My Sales Team(s)"/>
  42                 </xpath>
  43                 <xpath expr="//field[@name='user_id']" position="after">
  44                     <field name="section_id" string="Sales Team" groups="base.group_multi_salesteams"/>
  45                 </xpath>
  46             </field>
  47         </record>
  48
  49         <!-- Update account invoice list view!-->
  50         <record model="ir.ui.view" id="account_invoice_tree">
  51             <field name="name">Account Invoice</field>
  52             <field name="model">account.invoice</field>
  53             <field name="inherit_id" ref="account.invoice_tree"/>
  54             <field name="arch" type="xml">
  55                 <data>
  56                     <xpath expr="//field[@name='user_id']" position="after">
  57                         <field name="section_id" string="Sales Team" groups="base.group_multi_salesteams"/>
  58                     </xpath>
  59                 </data>
  60             </field>
  61         </record>
  62
  63         <!-- Update account invoice search view!-->
  64         <record id="account_invoice_groupby_inherit" model="ir.ui.view">
  65             <field name="name">account.invoice.groupby</field>
  66             <field name="model">account.invoice</field>
  67             <field name="inherit_id" ref="account.view_account_invoice_filter"/>
  68             <field name="arch" type="xml">
  69                 <xpath expr="//field[@name='user_id']" position="after">
  70                     <field name="section_id"/>
  71                 </xpath>
  72                 <xpath expr="//group/filter[@string='Due Date']" position="after">
  73                     <filter string="Sales Team" domain="[]" context="{'group_by':'section_id'}"/>
  74                 </xpath>
  75             </field>
  76         </record>
  77
  78         <!-- Update account invoice !-->
  79         <record model="ir.ui.view" id="account_invoice_form">
  80             <field name="name">Account Invoice</field>
  81             <field name="model">account.invoice</field>
  82             <field name="inherit_id" ref="account.invoice_form"/>
  83             <field name="arch" type="xml">
  84                 <data>
  85                     <xpath expr="//field[@name='user_id']" position="after">
  86                         <field name="section_id" groups="base.group_multi_salesteams"/>
  87                     </xpath>
  88                 </data>
  89             </field>
  90         </record>
  91
  92         <!-- Update user form !-->
  93         <record model="ir.ui.view" id="res_user_form">
  94             <field name="name">Users Preferences</field>
  95             <field name="model">res.users</field>
  96             <field name="inherit_id" ref="base.view_users_form"/>
  97             <field name="arch" type="xml">
  98                 <data>
  99                     <xpath expr="//field[@name='email']" position="after">
 100                         <field name="default_section_id"/>
 101                     </xpath>
 102                 </data>
 103             </field>
 104         </record>
 105
 106         <!-- Update Preferences form !-->
 107         <record id="view_users_form_preferences" model="ir.ui.view">
 108             <field name="name">res.users.preferences.form</field>
 109             <field name="model">res.users</field>
 110             <field name="inherit_id" ref="base.view_users_form_simple_modif"/>
 111             <field name="arch" type="xml">
 112             <data>
 113                     <xpath expr="//field[@name='company_id']" position="after">
 114                         <field name="default_section_id"/>
 115                     </xpath>
 116                 </data>
 117             </field>
 118         </record>
 119
 120         <!-- search by Salesteams -->
 121
 122         <record id="action_orders_salesteams" model="ir.actions.act_window">
 123             <field name="name">Sales Orders</field>
 124             <field name="type">ir.actions.act_window</field>
 125             <field name="res_model">sale.order</field>
 126             <field name="view_type">form</field>
 127             <field name="view_mode">tree,form,calendar,graph</field>
 128             <field name="search_view_id" ref="sale.view_sales_order_filter"/>
 129             <field name="domain">[('state','not in',('draft','sent','cancel'))]</field>
 130             <field name="context">{
 131                     'search_default_section_id': [active_id],
 132                     'default_section_id': active_id,
 133                 }
 134             </field>
 135             <field name="help" type="html">
 136               <p class="oe_view_nocontent_create">
 137                 Click to create a quotation that can be converted into a sales
 138                 order.
 139               </p><p>
 140                 OpenERP will help you efficiently handle the complete sales flow:
 141                 quotation, sales order, delivery, invoicing and payment.
 142               </p>
 143             </field>
 144         </record>
 145
 146         <record id="action_quotations_salesteams" model="ir.actions.act_window">
 147             <field name="name">Quotations</field>
 148             <field name="type">ir.actions.act_window</field>
 149             <field name="res_model">sale.order</field>
 150             <field name="view_type">form</field>
 151             <field name="view_id" ref="sale.view_quotation_tree"/>
 152             <field name="view_mode">tree,form,calendar,graph</field>
 153             <field name="context">{
 154                     'search_default_section_id': [active_id],
 155                     'default_section_id': active_id,
 156                     'show_address': 1,
 157                 }
 158             </field>
 159             <field name="domain">[('state','in',('draft','sent','cancel'))]</field>
 160             <field name="search_view_id" ref="sale.view_sales_order_filter"/>
 161             <field name="help" type="html">
 162               <p class="oe_view_nocontent_create">
 163                 Click to create a quotation, the first step of a new sale.
 164               </p><p>
 165                 OpenERP will help you handle efficiently the complete sale flow:
 166                 from the quotation to the sales order, the
 167                 delivery, the invoicing and the payment collection.
 168               </p><p>
 169                 The social feature helps you organize discussions on each sales
 170                 order, and allow your customers to keep track of the evolution
 171                 of the sales order.
 172               </p>
 173             </field>
 174         </record>
 175
 176         <record id="action_invoice_salesteams" model="ir.actions.act_window">
 177             <field name="name">Invoices</field>
 178             <field name="res_model">account.invoice</field>
 179             <field name="view_type">form</field>
 180             <field name="view_mode">tree,form,calendar,graph</field>
 181             <field name="view_id" ref="account.invoice_tree"/>
 182             <field name="domain">[
 183                 ('state', 'not in', ['draft', 'cancel']),
 184                 ('type', '=', 'out_invoice')]</field>
 185             <field name="context">{
 186                     'search_default_section_id': [active_id],
 187                     'default_section_id': active_id,
 188                     'default_type':'out_invoice',
 189                     'type':'out_invoice',
 190                     'journal_type': 'sale',
 191                 }
 192             </field>
 193             <field name="search_view_id" ref="account.view_account_invoice_filter"/>
 194         </record>
 195
 196         <record id="action_invoice_salesteams_view_tree" model="ir.actions.act_window.view">
 197             <field name="sequence">1</field>
 198             <field name="view_mode">tree</field>
 199             <field name="act_window_id" ref="sale_crm.action_invoice_salesteams"/>
 200         </record>
 201
 202         <record id="action_invoice_salesteams_view_form" model="ir.actions.act_window.view">
 203             <field name="sequence">2</field>
 204             <field name="view_mode">form</field>
 205             <field name="view_id" ref="account.invoice_form"/>
 206             <field name="act_window_id" ref="sale_crm.action_invoice_salesteams"/>
 207         </record>
 208
 209         <record id="crm_case_section_salesteams_view_form" model="ir.ui.view">
 210             <field name="name">crm.case.section.form</field>
 211             <field name="model">crm.case.section</field>
 212             <field name="inherit_id" ref="crm.crm_case_section_view_form"/>
 213             <field name="arch" type="xml">
 214             <data>
 215                 <field name="target_duration" position="before">
 216                     <field name="target_invoice"/>
 217                 </field>
 218             </data>
 219             </field>
 220         </record>
 221
 222         <record id="crm_case_section_salesteams_view_kanban" model="ir.ui.view">
 223             <field name="name">crm.case.section.kanban</field>
 224             <field name="model">crm.case.section</field>
 225             <field name="inherit_id" ref="crm.crm_case_section_salesteams_view_kanban"/>
 226             <field name="arch" type="xml">
 227             <data>
 228                 <xpath expr="//field[@name='name']" position="after">
 229                     <field name="created_quotation_per_duration"/>
 230                     <field name="validate_saleorder_per_duration"/>
 231                     <field name="sent_invoice_per_duration"/>
 232
 233                     <field name="forecast"/>
 234                     <field name="target_invoice"/>
 235                 </xpath>
 236                 <xpath expr="//div[@class='oe_salesteams_leads']" position="after"><div class="oe_salesteams_orders">
 237                         <a name="%(action_orders_salesteams)d" type="action">Sales Orders</a>
 238                         <a name="%(sale.action_order_report_all)d" type="action" class="oe_sparkline_bar_link"><field name="validate_saleorder_per_duration" widget="sparkline_bar">Revenue of confirmed sales orders per <t t-esc="record.target_duration_txt.value"/>).<br/>Click the acces to Sales Analysis</field></a>
 239                     </div></xpath>
 240                 <xpath expr="//div[@class='oe_salesteams_opportunities']" position="after"><div class="oe_salesteams_invoices">
 241                         <a name="%(action_invoice_salesteams)d" type="action" groups="account.group_account_invoice">Invoices</a>
 242                         <a name="%(account.action_account_invoice_report_all)d" type="action" class="oe_sparkline_bar_link"><field name="sent_invoice_per_duration" widget="sparkline_bar">Revenue of sent invoices per <t t-esc="record.target_duration_txt.value"/>.<br/>Click to see a detailed analysis of invoices.</field></a>
 243                     </div><div class="oe_salesteams_quotations">
 244                         <a name="%(action_quotations_salesteams)d" type="action" class="oe_sparkline_bar_link">Quotations</a>
 245                         <a name="%(sale.action_order_report_all)d" type="action" class="oe_sparkline_bar_link"><field name="created_quotation_per_duration" widget="sparkline_bar">Revenue of created quotation per <t t-esc="record.target_duration_txt.value"/>.<br/>Click to see a detailed analysis of sales.</field></a>
 246                     </div></xpath>
 247                 <xpath expr="//div[@class='oe_items_list']" position="after">
 248                     <div class="oe_center" t-if="record.target_invoice.raw_value">
 249                         <field name="sent_invoice_per_duration" widget="gage" style="width:160px; height: 120px;" options="{'max_field': 'target_invoice', 'label_field': 'target_duration_txt'}">Invoiced</field>
 250                         <field name="forecast" widget="gage" style="width:160px; height: 120px;" options="{'max_field': 'target_invoice', 'label_field': 'target_duration_txt', 'action_change': 'action_forecast'}">Forecast</field>
 251                     </div>
 252                     <div class="oe_center" style="color:#bbbbbb;" t-if="!record.target_invoice.raw_value">
 253                         <br/>Not target invoicing defined
 254                     </div>
 255                 </xpath>
 256             </data>
 257             </field>
 258         </record>
 259     </data>
 260 </openerp>