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         <!-- add needaction_menu_ref to reload quotation needaction when opportunity needaction is reloaded -->
  20         <record model="ir.actions.act_window" id="crm.crm_case_category_act_oppor11">
  21             <field name="context">{'stage_type': 'opportunity', 'default_type': 'opportunity', 'default_user_id': uid, 'needaction_menu_ref': 'sale.menu_sale_quotations'}</field>
  22         </record>
  23
  24         <record model="ir.ui.view" id="sale_view_inherit123">
  25             <field name="name">sale.order.inherit</field>
  26             <field name="model">sale.order</field>
  27             <field name="inherit_id" ref="sale.view_order_form"/>
  28             <field name="arch" type="xml">
  29                 <field name="user_id" position="after">
  30                     <field name="section_id" widget="selection" groups="base.group_multi_salesteams"/>
  31                     <field name="categ_ids" widget="many2many_tags"/>
  32                 </field>
  33             </field>
  34         </record>
  35
  36         <record id="view_sales_order_filter_inherit" model="ir.ui.view">
  37             <field name="name">sale.order.list.select</field>
  38             <field name="model">sale.order</field>
  39             <field name="inherit_id" ref="sale.view_sales_order_filter"/>
  40             <field name="arch" type="xml">
  41                 <xpath expr="//filter[@name='my_sale_orders_filter']" position="after">
  42                     <separator/>
  43                     <filter string="My Sales Team(s)"
  44                         icon="terp-personal+"
  45                         domain="[('section_id.user_id','=',uid)]"
  46                         help="My Sales Team(s)"  groups="base.group_multi_salesteams"/>
  47                 </xpath>
  48                 <xpath expr="//field[@name='user_id']" position="after">
  49                     <field name="section_id" string="Sales Team" groups="base.group_multi_salesteams"/>
  50                 </xpath>
  51             </field>
  52         </record>
  53
  54         <!-- Update account invoice list view!-->
  55         <record model="ir.ui.view" id="account_invoice_tree">
  56             <field name="name">Account Invoice</field>
  57             <field name="model">account.invoice</field>
  58             <field name="inherit_id" ref="account.invoice_tree"/>
  59             <field name="arch" type="xml">
  60                 <data>
  61                     <xpath expr="//field[@name='user_id']" position="after">
  62                         <field name="section_id" string="Sales Team" groups="base.group_multi_salesteams"/>
  63                     </xpath>
  64                 </data>
  65             </field>
  66         </record>
  67
  68         <!-- Update account invoice search view!-->
  69         <record id="account_invoice_groupby_inherit" model="ir.ui.view">
  70             <field name="name">account.invoice.groupby</field>
  71             <field name="model">account.invoice</field>
  72             <field name="inherit_id" ref="account.view_account_invoice_filter"/>
  73             <field name="arch" type="xml">
  74                 <xpath expr="//field[@name='user_id']" position="after">
  75                     <field name="section_id"/>
  76                 </xpath>
  77                 <xpath expr="//group/filter[@string='Due Date']" position="after">
  78                     <filter string="Sales Team" domain="[]" context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
  79                 </xpath>
  80             </field>
  81         </record>
  82
  83         <!-- Update account invoice !-->
  84         <record model="ir.ui.view" id="account_invoice_form">
  85             <field name="name">Account Invoice</field>
  86             <field name="model">account.invoice</field>
  87             <field name="inherit_id" ref="account.invoice_form"/>
  88             <field name="arch" type="xml">
  89                 <data>
  90                     <xpath expr="//field[@name='user_id']" position="after">
  91                         <field name="section_id" groups="base.group_multi_salesteams"/>
  92                     </xpath>
  93                 </data>
  94             </field>
  95         </record>
  96
  97         <!-- Update user form !-->
  98         <record model="ir.ui.view" id="res_user_form">
  99             <field name="name">Users Preferences</field>
 100             <field name="model">res.users</field>
 101             <field name="inherit_id" ref="base.view_users_form"/>
 102             <field name="arch" type="xml">
 103                 <data>
 104                     <xpath expr="//field[@name='email']" position="after">
 105                         <field name="default_section_id"/>
 106                     </xpath>
 107                 </data>
 108             </field>
 109         </record>
 110
 111         <!-- Update Preferences form !-->
 112         <record id="view_users_form_preferences" model="ir.ui.view">
 113             <field name="name">res.users.preferences.form</field>
 114             <field name="model">res.users</field>
 115             <field name="inherit_id" ref="base.view_users_form_simple_modif"/>
 116             <field name="arch" type="xml">
 117             <data>
 118                     <xpath expr="//field[@name='company_id']" position="before">
 119                         <field name="default_section_id"/>
 120                     </xpath>
 121                 </data>
 122             </field>
 123         </record>
 124
 125         <!-- search by Salesteams -->
 126
 127         <record id="action_orders_salesteams" model="ir.actions.act_window">
 128             <field name="name">Sales Orders</field>
 129             <field name="type">ir.actions.act_window</field>
 130             <field name="res_model">sale.order</field>
 131             <field name="view_type">form</field>
 132             <field name="view_mode">tree,form,calendar,graph</field>
 133             <field name="search_view_id" ref="sale.view_sales_order_filter"/>
 134             <field name="domain">[('state','not in',('draft','sent','cancel'))]</field>
 135             <field name="context">{
 136                     'search_default_section_id': [active_id],
 137                     'default_section_id': active_id,
 138                 }
 139             </field>
 140             <field name="help" type="html">
 141               <p class="oe_view_nocontent_create">
 142                 Click to create a quotation that can be converted into a sales
 143                 order.
 144               </p><p>
 145                 OpenERP will help you efficiently handle the complete sales flow:
 146                 quotation, sales order, delivery, invoicing and payment.
 147               </p>
 148             </field>
 149         </record>
 150
 151         <record id="action_quotations_salesteams" model="ir.actions.act_window">
 152             <field name="name">Quotations</field>
 153             <field name="type">ir.actions.act_window</field>
 154             <field name="res_model">sale.order</field>
 155             <field name="view_type">form</field>
 156             <field name="view_id" ref="sale.view_quotation_tree"/>
 157             <field name="view_mode">tree,form,calendar,graph</field>
 158             <field name="context">{
 159                     'search_default_section_id': [active_id],
 160                     'default_section_id': active_id,
 161                     'show_address': 1,
 162                 }
 163             </field>
 164             <field name="domain">[('state','in',('draft','sent','cancel'))]</field>
 165             <field name="search_view_id" ref="sale.view_sales_order_filter"/>
 166             <field name="help" type="html">
 167               <p class="oe_view_nocontent_create">
 168                 Click to create a quotation, the first step of a new sale.
 169               </p><p>
 170                 OpenERP will help you handle efficiently the complete sale flow:
 171                 from the quotation to the sales order, the
 172                 delivery, the invoicing and the payment collection.
 173               </p><p>
 174                 The social feature helps you organize discussions on each sales
 175                 order, and allow your customers to keep track of the evolution
 176                 of the sales order.
 177               </p>
 178             </field>
 179         </record>
 180
 181         <record id="action_invoice_salesteams" model="ir.actions.act_window">
 182             <field name="name">Invoices</field>
 183             <field name="res_model">account.invoice</field>
 184             <field name="view_type">form</field>
 185             <field name="view_mode">tree,form,calendar,graph</field>
 186             <field name="view_id" ref="account.invoice_tree"/>
 187             <field name="domain">[
 188                 ('state', 'not in', ['draft', 'cancel']),
 189                 ('type', '=', 'out_invoice')]</field>
 190             <field name="context">{
 191                     'search_default_section_id': [active_id],
 192                     'default_section_id': active_id,
 193                     'default_type':'out_invoice',
 194                     'type':'out_invoice',
 195                     'journal_type': 'sale',
 196                 }
 197             </field>
 198             <field name="search_view_id" ref="account.view_account_invoice_filter"/>
 199         </record>
 200
 201         <record id="action_invoice_salesteams_view_tree" model="ir.actions.act_window.view">
 202             <field name="sequence">1</field>
 203             <field name="view_mode">tree</field>
 204             <field name="act_window_id" ref="sale_crm.action_invoice_salesteams"/>
 205         </record>
 206
 207         <record id="action_invoice_salesteams_view_form" model="ir.actions.act_window.view">
 208             <field name="sequence">2</field>
 209             <field name="view_mode">form</field>
 210             <field name="view_id" ref="account.invoice_form"/>
 211             <field name="act_window_id" ref="sale_crm.action_invoice_salesteams"/>
 212         </record>
 213
 214         <record id="crm_case_section_salesteams_view_form" model="ir.ui.view">
 215             <field name="name">crm.case.section.form</field>
 216             <field name="model">crm.case.section</field>
 217             <field name="inherit_id" ref="crm.crm_case_section_view_form"/>
 218             <field name="arch" type="xml">
 219             <data>
 220                 <field name="target_duration" position="before">
 221                     <field name="target_invoice"/>
 222                 </field>
 223             </data>
 224             </field>
 225         </record>
 226
 227         <record id="crm_case_section_salesteams_view_kanban" model="ir.ui.view">
 228             <field name="name">crm.case.section.kanban</field>
 229             <field name="model">crm.case.section</field>
 230             <field name="inherit_id" ref="crm.crm_case_section_salesteams_view_kanban"/>
 231             <field name="arch" type="xml">
 232             <data>
 233                 <xpath expr="//field[@name='name']" position="after">
 234                     <field name="created_quotation_per_duration"/>
 235                     <field name="validate_saleorder_per_duration"/>
 236                     <field name="sent_invoice_per_duration"/>
 237
 238                     <field name="forecast"/>
 239                     <field name="target_invoice"/>
 240                 </xpath>
 241                 <xpath expr="//div[@class='oe_salesteams_leads']" position="after"><div class="oe_salesteams_orders">
 242                         <a name="%(action_orders_salesteams)d" type="action">Sales Orders</a>
 243                         <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>
 244                     </div></xpath>
 245                 <xpath expr="//div[@class='oe_salesteams_opportunities']" position="after"><div class="oe_salesteams_invoices">
 246                         <a name="%(action_invoice_salesteams)d" type="action" groups="account.group_account_invoice">Invoices</a>
 247                         <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>
 248                     </div><div class="oe_salesteams_quotations">
 249                         <a name="%(action_quotations_salesteams)d" type="action" class="oe_sparkline_bar_link">Quotations</a>
 250                         <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>
 251                     </div></xpath>
 252                 <xpath expr="//div[@class='oe_items_list']" position="after">
 253                     <div class="oe_center" t-if="record.target_invoice.raw_value">
 254                         <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>
 255                         <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>
 256                     </div>
 257                     <div class="oe_center" style="color:#bbbbbb;" t-if="!record.target_invoice.raw_value">
 258                         <br/>Define an invoicing target in the sales team settings to see the period's achievement and forecast at a glance.
 259                     </div>
 260                 </xpath>
 261             </data>
 262             </field>
 263         </record>
 264     </data>
 265 </openerp>