addons/sales_team/sales_team.xml

   1 <?xml version="1.0" encoding="utf-8"?>
   2 <openerp>
   3   <data>
   4         <menuitem name="Sales"
   5             id="base.menu_base_partner"
   6             groups="base.group_sale_salesman,base.group_sale_manager"/>
   7  <!-- Update user form !-->
   8         <record model="ir.ui.view" id="res_user_form">
   9             <field name="name">Users Preferences</field>
  10             <field name="model">res.users</field>
  11             <field name="inherit_id" ref="base.view_users_form"/>
  12             <field name="arch" type="xml">
  13                 <data>
  14                     <xpath expr="//field[@name='tz']" position="after">
  15                         <field name="default_section_id"/>
  16                     </xpath>
  17                 </data>
  18             </field>
  19         </record>
  20
  21         <!-- Update Preferences form !-->
  22         <record id="view_users_form_preferences" model="ir.ui.view">
  23             <field name="name">res.users.preferences.form</field>
  24             <field name="model">res.users</field>
  25             <field name="inherit_id" ref="base.view_users_form_simple_modif"/>
  26             <field name="arch" type="xml">
  27                 <data>
  28                     <xpath expr="//field[@name='company_id']" position="before">
  29                         <field name="default_section_id" readonly="0"/>
  30                     </xpath>
  31                 </data>
  32             </field>
  33         </record>
  34
  35         <!-- Case Sections Salesteams kanban view -->
  36
  37        <record id="crm_case_section_salesteams_view_kanban" model="ir.ui.view" >
  38             <field name="name">crm.case.section.kanban</field>
  39             <field name="model">crm.case.section</field>
  40             <field name="arch" type="xml">
  41                 <kanban class="oe_background_grey">
  42                     <field name="name"/>
  43                     <field name="user_id"/>
  44                     <field name="member_ids"/>
  45                     <field name="note"/>
  46                     <field name="color"/>
  47                     <templates>
  48                         <t t-name="kanban-box">
  49                             <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_global_click oe_kanban_crm_salesteams">
  50                                 <div class="oe_dropdown_toggle oe_dropdown_kanban" groups="base.group_sale_manager">
  51                                     <span class="oe_e">í</span>
  52                                     <ul class="oe_dropdown_menu">
  53                                         <li t-if="widget.view.is_action_enabled('edit')"><a type="edit">Sales Teams Settings</a></li>
  54                                         <li t-if="widget.view.is_action_enabled('delete')"><a type="delete">Delete</a></li>
  55                                         <li t-if="widget.view.is_action_enabled('edit')"><ul class="oe_kanban_colorpicker" data-field="color"/></li>
  56                                     </ul>
  57                                 </div>
  58                                 <div class="oe_kanban_content">
  59                                     <h4 class="text-center" name="name"><strong><field name="name"/></strong></h4>
  60                                     <div class="oe_clear"></div>
  61                                     <div class="oe_kanban_salesteams_avatars">
  62                                         <t t-foreach="record.member_ids.raw_value.slice(0,10)" t-as="member">
  63                                             <img t-att-src="kanban_image('res.users', 'image_small', member)" t-att-data-member_id="member"/>
  64                                         </t>
  65                                     </div>
  66                                 </div>
  67                             </div>
  68                         </t>
  69                     </templates>
  70                 </kanban>
  71             </field>
  72         </record>
  73
  74         <!-- Case Sections Search view -->
  75         <record id="crm_case_section_salesteams_search" model="ir.ui.view">
  76             <field name="name">Case Sections - Search</field>
  77             <field name="model">crm.case.section</field>
  78             <field name="arch" type="xml">
  79                 <search string="Salesteams Search">
  80                     <filter name="personal" string="My Salesteams" domain="['|', ('member_ids', '=', uid), ('user_id', '=', uid)]"/>
  81                     <field name="name"/>
  82                     <field name="parent_id"/>
  83                     <field name="user_id"/>
  84                     <field name="note"/>
  85                     <field name="code"/>
  86                     <group expand="0" string="Group By...">
  87                         <filter string="Team Leader" domain="[]" context="{'group_by':'user_id'}"/>
  88                         <filter string="Parent Sales Teams" domain="[]" context="{'group_by':'parent_id'}"/>
  89                     </group>
  90                 </search>
  91             </field>
  92         </record>
  93
  94         <!-- Case Sections Action -->
  95         <record id="crm_case_section_salesteams_act" model="ir.actions.act_window">
  96             <field name="name">Sales Teams</field>
  97             <field name="res_model">crm.case.section</field>
  98             <field name="view_type">form</field>
  99             <field name="view_mode">kanban,tree,form</field>
 100             <field name="context">{}</field>
 101             <field name="view_id" ref="crm_case_section_salesteams_search"/>
 102             <field name="help" type="html">
 103                 <p class="oe_view_nocontent_create">
 104                     Click here to define a new sales team.
 105                 </p><p>
 106                     Use sales team to organize your different salespersons or
 107                     departments into separate teams. Each team will work in
 108                     its own list of opportunities.
 109                 </p>
 110             </field>
 111         </record>
 112
 113         <!-- Case Sections Form View -->
 114
 115          <record id="crm_case_section_view_form" model="ir.ui.view">
 116             <field name="name">crm.case.section.form</field>
 117             <field name="model">crm.case.section</field>
 118             <field name="arch" type="xml">
 119                 <form string="Sales Team">
 120                     <sheet>
 121                         <div class="oe_title">
 122                             <label for="name" class="oe_edit_only" string="Sales team"/>
 123                             <h1>
 124                                 <field name="name" string="Salesteam"/>
 125                             </h1>
 126                             <div name="options_active"></div>
 127                         </div>
 128                         <group>
 129                             <group name="left">
 130                                 <field name="user_id" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'base.group_sale_salesman_all_leads']}"/>
 131                                 <field name="code"/>
 132                                 <field name="parent_id"/>
 133                                 <field name="change_responsible"/>
 134                                 <field name="active"/>
 135                             </group>
 136                         </group>
 137                         <notebook colspan="4">
 138                             <page string="Team Members">
 139                                 <field name="member_ids" widget="many2many_kanban">
 140                                     <kanban quick_create="false" create="true">
 141                                         <field name="name"/>
 142                                         <templates>
 143                                             <t t-name="kanban-box">
 144                                                 <div style="position: relative">
 145                                                     <a t-if="! read_only_mode" type="delete" style="position: absolute; right: 0; padding: 4px; diplay: inline-block">X</a>
 146                                                     <div class="oe_module_vignette">
 147                                                         <div class="oe_module_desc">
 148                                                             <field name="name"/>
 149                                                         </div>
 150                                                     </div>
 151                                                 </div>
 152                                             </t>
 153                                         </templates>
 154                                     </kanban>
 155                                 </field>
 156                             </page>
 157                             <page string="Notes">
 158                                 <field name="note"/>
 159                             </page>
 160                         </notebook>
 161                     </sheet>
 162                     <div class="oe_chatter">
 163                         <field name="message_follower_ids" widget="mail_followers" help="Follow this salesteam to automatically track the events associated to users of this team."/>
 164                         <field name="message_ids" widget="mail_thread"/>
 165                     </div>
 166                 </form>
 167             </field>
 168         </record>
 169
 170         <!-- Case Sections Tree View -->
 171         <record id="crm_case_section_view_tree" model="ir.ui.view">
 172             <field name="name">crm.case.section.tree</field>
 173             <field name="model">crm.case.section</field>
 174             <field name="field_parent">child_ids</field>
 175             <field name="arch" type="xml">
 176                 <tree string="Sales Team">
 177                     <field name="name"/>
 178                     <field name="code"/>
 179                     <field name="user_id"/>
 180                 </tree>
 181             </field>
 182         </record>
 183
 184         <record id="crm_case_section_act" model="ir.actions.act_window">
 185             <field name="name">Sales Teams</field>
 186             <field name="res_model">crm.case.section</field>
 187             <field name="view_type">form</field>
 188             <field name="view_id" ref="crm_case_section_view_tree"/>
 189             <field name="help" type="html">
 190                 <p class="oe_view_nocontent_create">
 191                     Click here to define a new sales team.
 192                 </p><p>
 193                     Use sales team to organize your different salespersons or
 194                     departments into separate teams. Each team will work in
 195                     its own list of opportunities.
 196                 </p>
 197             </field>
 198         </record>
 199
 200         <menuitem id="sales_team.menu_sales_team_act" action="crm_case_section_salesteams_act" sequence="1" parent="base.menu_sales" groups="base.group_multi_salesteams"/>
 201
 202         <!-- add css / js -->
 203         <template id="assets_backend" name="sales_team assets" inherit_id="web.assets_backend">
 204             <xpath expr="." position="inside">
 205                 <link rel="stylesheet" href="/sales_team/static/src/css/sales_team.css"/>
 206                 <script type="text/javascript" src="/sales_team/static/src/js/sales_team.js"></script>
 207             </xpath>
 208         </template>
 209
 210         <menuitem id="base.next_id_64" name="Sales" parent="base.menu_reporting" sequence="1" groups="base.group_sale_manager"/>
 211
 212     </data>
 213 </openerp>