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="//field[@name='stage_id']" position="before">
  12                         <button attrs="{'invisible': [('probability', '&lt;', 100)]}" string="Create Quotation" name="%(action_crm_make_sale)d" type="action"/>
  13                         <button attrs="{'invisible': [('probability', '=', 100)]}" 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" options="{'no_create': True}" 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 Month']" 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='tz']" 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" readonly="0"/>
 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="action_order_report_quotation_salesteam" model="ir.actions.act_window">
 215             <field name="name">Quotations Analysis</field>
 216             <field name="res_model">sale.report</field>
 217             <field name="view_mode">graph</field>
 218             <field name="domain">[('state','=','draft'),('section_id', '=', active_id)]</field>
 219             <field name="context">{'search_default_order_month':1}</field>
 220             <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>
 221         </record>
 222
 223         <record id="action_order_report_so_salesteam" model="ir.actions.act_window">
 224             <field name="name">Sales Analysis</field>
 225             <field name="res_model">sale.report</field>
 226             <field name="view_mode">graph</field>
 227             <field name="domain">[('state','not in',('draft','sent','cancel')),('section_id', '=', active_id)]</field>
 228             <field name="context">{'search_default_order_month':1}</field>
 229             <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>
 230         </record>
 231
 232         <record id="action_account_invoice_report_salesteam" model="ir.actions.act_window">
 233             <field name="name">Invoices Analysis</field>
 234             <field name="res_model">account.invoice.report</field>
 235             <field name="view_mode">graph</field>
 236             <field name="domain">[('section_id', '=', active_id),('state', 'not in', ['draft', 'cancel'])]</field>
 237             <field name="context">{'search_default_month':1}</field>
 238             <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>
 239         </record>
 240
 241         <record id="crm_case_section_salesteams_view_form" model="ir.ui.view">
 242             <field name="name">crm.case.section.form</field>
 243             <field name="model">crm.case.section</field>
 244             <field name="inherit_id" ref="crm.crm_case_section_view_form"/>
 245             <field name="arch" type="xml">
 246             <data>
 247                 <xpath expr="//field[@name='code']" position="after">
 248                     <field name="invoiced_target"/>
 249                     <field name="invoiced_forecast"/>
 250                 </xpath>
 251             </data>
 252             </field>
 253         </record>
 254
 255         <record id="crm_case_section_salesteams_view_kanban" model="ir.ui.view">
 256             <field name="name">crm.case.section.kanban</field>
 257             <field name="model">crm.case.section</field>
 258             <field name="inherit_id" ref="crm.crm_case_section_salesteams_view_kanban"/>
 259             <field name="arch" type="xml">
 260             <data>
 261                 <xpath expr="//field[@name='name']" position="after">
 262                     <field name="monthly_quoted"/>
 263                     <field name="monthly_confirmed"/>
 264                     <field name="monthly_invoiced"/>
 265                     <field name="invoiced_forecast"/>
 266                     <field name="invoiced_target"/>
 267                 </xpath>
 268                 <xpath expr="//div[@class='oe_salesteams_leads']" position="after">
 269                     <div class="oe_salesteams_orders">
 270                         <a name="%(action_orders_salesteams)d" type="action">Sales Orders</a>
 271                         <a name="%(action_order_report_so_salesteam)d" type="action" class="oe_sparkline_bar_link">
 272                             <field name="monthly_confirmed" widget="sparkline_bar" options="{'delayIn': '3000'}">
 273                                 Revenue of confirmed sales orders per month.<br/>Click to acces the Sales Analysis.
 274                             </field>
 275                         </a>
 276                     </div>
 277                 </xpath>
 278                 <xpath expr="//div[@class='oe_salesteams_opportunities']" position="after">
 279                     <div class="oe_salesteams_invoices" groups="account.group_account_invoice">
 280                         <a name="%(action_invoice_salesteams)d" type="action">Invoices</a>
 281                         <a name="%(action_account_invoice_report_salesteam)d" type="action" class="oe_sparkline_bar_link">
 282                             <field name="monthly_invoiced" widget="sparkline_bar" options="{'delayIn': '3000'}">
 283                                 Revenue of sent invoices per month.<br/>Click to see a detailed analysis of invoices.
 284                             </field>
 285                         </a>
 286                     </div>
 287                     <div class="oe_salesteams_quotations">
 288                         <a name="%(action_quotations_salesteams)d" type="action" class="oe_sparkline_bar_link">Quotations</a>
 289                         <a name="%(action_order_report_quotation_salesteam)d" type="action" class="oe_sparkline_bar_link">
 290                             <field name="monthly_quoted" widget="sparkline_bar" options="{'delayIn': '3000'}">
 291                                 Revenue of created quotations per month.<br/>Click to see a detailed analysis.
 292                             </field>
 293                         </a>
 294                     </div>
 295                 </xpath>
 296                 <xpath expr="//div[@class='oe_clear']" position="after">
 297                     <div class="oe_center" t-if="record.invoiced_target.raw_value">
 298                         <field name="monthly_invoiced" widget="gauge" style="width:160px; height: 120px; cursor: pointer;"
 299                             options="{'max_field': 'invoiced_target'}">Invoiced</field>
 300                         <field name="invoiced_forecast" widget="gauge" style="width:160px; height: 120px; cursor: pointer;"
 301                             options="{'max_field': 'invoiced_target', 'on_change': 'action_forecast'}">Forecast</field>
 302                     </div>
 303                     <div class="oe_center oe_salesteams_help" style="color:#bbbbbb;" t-if="!record.invoiced_target.raw_value">
 304                         <br/>Define an invoicing target in the sales team settings to see the period's achievement and forecast at a glance.
 305                     </div>
 306                 </xpath>
 307             </data>
 308             </field>
 309         </record>
 310     </data>
 311 </openerp>