<field name="name">sale.order.form</field>
<field name="model">sale.order</field>
<field name="arch" type="xml">
- <form string="Sales Order" version="7.0">
+ <form string="Sales Order">
<header>
<button name="invoice_recreate" states="invoice_except" string="Recreate Invoice" groups="base.group_user"/>
<button name="invoice_corrected" states="invoice_except" string="Ignore Exception" groups="base.group_user"/>
<group>
<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}'/>
<field name="partner_invoice_id" groups="sale.group_delivery_invoice_address" context="{'default_type':'invoice'}"/>
- <field name="partner_shipping_id" groups="sale.group_delivery_invoice_address" context="{'default_type':'delivery'}"/>
- <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'])]"/>
+ <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'}"/>
+ <field name="project_id" context="{'partner_id':partner_invoice_id, 'manager_id': user_id, 'default_pricelist_id':pricelist_id, 'default_name':name, 'default_type': 'contract'}" groups="sale.group_analytic_accounting" domain="[('type','in',['view','normal','contract'])]"/>
</group>
<group>
<field name="date_order"/>
<notebook>
<page string="Order Lines">
<field name="order_line">
- <form string="Sales Order Lines" version="7.0">
+ <form string="Sales Order Lines">
<header groups="base.group_user">
<button name="%(action_view_sale_order_line_make_invoice)d" states="confirmed" string="Invoice" type="action" icon="terp-document-new"/>
<field name="state" widget="statusbar" statusbar_visible="draft,confirmed,done" statusbar_colors='{"exception":"red","cancel":"red"}'/>
<field name="th_weight" invisible="1"/>
<field name="product_id"
context="{'partner_id':parent.partner_id, 'quantity':product_uom_qty, 'pricelist':parent.pricelist_id, 'uom':product_uom}"
- groups="base.group_user"
+ groups="base.group_user"
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)"/>
<field name="name"/>
<field name="product_uom_qty"
<group>
<group name="sales_person" groups="base.group_user">
<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']}"/>
+ <field name="section_id" options="{'no_create': True}" groups="base.group_multi_salesteams"/>
<field groups="base.group_no_one" name="origin"/>
</group>
<group name="sale_pay">
- <field name="payment_term" widget="selection"/>
- <field name="fiscal_position" widget="selection"/>
+ <field name="payment_term" options="{'no_create': True}"/>
+ <field name="fiscal_position" options="{'no_create': True}"
+ on_change="onchange_fiscal_position(fiscal_position, order_line, context)"/>
<field name="company_id" widget="selection" groups="base.group_multi_company"/>
</group>
<group>
<field name="arch" type="xml">
<search string="Search Sales Order">
<field name="name" string="Sales Order" filter_domain="['|',('name','ilike',self),('client_order_ref','ilike',self)]"/>
- <filter icon="terp-mail-message-new" string="Unread Messages" name="message_unread" domain="[('message_unread','=',True)]"/>
- <separator/>
- <filter icon="terp-document-new" string="Quotations" name="draft" domain="[('state','in',('draft','sent'))]" help="Sales Order that haven't yet been confirmed"/>
- <filter icon="terp-check" string="Sales" name="sales" domain="[('state','in',('manual','progress'))]"/>
- <filter icon="terp-dolar_ok!" string="To Invoice" domain="[('state','=','manual')]" help="Sales Order ready to be invoiced"/>
- <filter icon="terp-dolar_ok!" string="Done" domain="[('state','=','done')]" help="Sales Order done"/>
- <separator/>
- <filter string="My" domain="[('user_id','=',uid)]" help="My Sales Orders" icon="terp-personal" name="my_sale_orders_filter"/>
- <field name="partner_id" filter_domain="[('partner_id', 'child_of', self)]"/>
+ <field name="partner_id" operator="child_of"/>
<field name="user_id"/>
+ <field name="section_id" string="Sales Team" groups="base.group_multi_salesteams"/>
<field name="project_id"/>
- <group expand="0" string="Group By...">
- <filter string="Customer" icon="terp-personal" domain="[]" context="{'group_by':'partner_id'}"/>
- <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
- <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
- <filter string="Order Month" icon="terp-go-month" domain="[]" context="{'group_by':'date_order'}"/>
+ <field name="product_id"/>
+ <filter string="My" domain="[('user_id','=',uid)]" name="my_sale_orders_filter"/>
+ <separator/>
+ <filter string="Quotations" name="draft" domain="[('state','in',('draft','sent'))]" help="Sales Order that haven't yet been confirmed"/>
+ <filter string="Sales" name="sales" domain="[('state','in',('manual','progress'))]"/>
+ <filter string="To Invoice" domain="[('state','=','manual')]" help="Sales Order ready to be invoiced"/>
+ <filter string="Done" domain="[('state','=','done')]" help="Sales Order done"/>
+ <separator/>
+ <filter string="New Mail" name="message_unread" domain="[('message_unread','=',True)]"/>
+ <group expand="0" string="Group By">
+ <filter string="Salesperson" domain="[]" context="{'group_by':'user_id'}"/>
+ <filter string="Customer" domain="[]" context="{'group_by':'partner_id'}"/>
+ <filter string="Order Month" domain="[]" context="{'group_by':'date_order'}"/>
</group>
</search>
</field>
Click to create a quotation that can be converted into a sales
order.
</p><p>
- OpenERP will help you efficiently handle the complete sales flow:
+ Odoo will help you efficiently handle the complete sales flow:
quotation, sales order, delivery, invoicing and payment.
</p>
</field>
<p class="oe_view_nocontent_create">
Click to create a quotation, the first step of a new sale.
</p><p>
- OpenERP will help you handle efficiently the complete sale flow:
+ Odoo will help you handle efficiently the complete sale flow:
from the quotation to the sales order, the
delivery, the invoicing and the payment collection.
</p><p>
<field name="name">sale.order.line.tree</field>
<field name="model">sale.order.line</field>
<field name="arch" type="xml">
- <tree string="Sales Order Lines">
+ <tree string="Sales Order Lines" create="false">
<field name="product_id" invisible="1"/>
<field name="order_id"/>
<field name="order_partner_id"/>
<field name="name">sale.order.line.form2</field>
<field name="model">sale.order.line</field>
<field name="arch" type="xml">
- <form string="Sales Order Lines" version="7.0">
+ <form string="Sales Order Lines" create="false">
<header>
<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"/>
<button name="button_cancel" string="Cancel Line" type="object" states="confirmed,exception" groups="base.group_user"/>
<separator/>
<filter string="My Sales Order Lines" icon="terp-personnal" domain="[('salesman_id','=',uid)]" help="Sales Order Lines related to a Sales Order of mine"/>
<field name="order_id"/>
- <field name="order_partner_id" filter_domain="[('order_partner_id', 'child_of', self)]"/>
+ <field name="order_partner_id" operator="child_of"/>
<field name="product_id"/>
<field name="salesman_id"/>
- <group expand="0" string="Group By...">
+ <group expand="0" string="Group By">
<filter string="Product" icon="terp-accessories-archiver" domain="[]" context="{'group_by':'product_id'}"/>
<filter string="Order" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'order_id'}"/>
<filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'salesman_id'}"/>
<separator/>
<filter string="My Sales Order Lines" icon="terp-personal" domain="[('salesman_id','=',uid)]" help="My Sales Order Lines"/>
<field name="order_id"/>
- <field name="order_partner_id" filter_domain="[('order_partner_id', 'child_of', self)]"/>
+ <field name="order_partner_id" operator="child_of"/>
<field name="product_id"/>
<field name="salesman_id"/>
- <group expand="0" string="Group By...">
+ <group expand="0" string="Group By">
<filter string="Order" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'order_id'}" help="Order reference"/>
<filter string="Product" icon="terp-accessories-archiver" domain="[]" context="{'group_by':'product_id'}"/>
<filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
<field name="name">product.product.sale.order</field>
<field name="model">product.product</field>
<field name="inherit_id" ref="product.product_normal_form_view"/>
+ <field name="groups_id" eval="[(4, ref('base.group_sale_salesman'))]"/>
<field name="arch" type="xml">
<xpath expr="//div[@name='buttons']" position="inside">
- <button string="Sales" name="%(action_order_line_product_tree)d" type="action" groups="base.group_sale_salesman"/>
+ <button class="oe_inline oe_stat_button" name="%(action_order_line_product_tree)d"
+ type="action" icon="fa-strikethrough">
+ <field string="Sales" name="sales_count" widget="statinfo" />
+ </button>
+ </xpath>
+ </field>
+ </record>
+
+ <record model="ir.ui.view" id="product_template_form_view_sale_order_button">
+ <field name="name">product.template.sale.order.button</field>
+ <field name="model">product.template</field>
+ <field name="inherit_id" ref="product.product_template_only_form_view"/>
+ <field name="groups_id" eval="[(4, ref('base.group_sale_salesman'))]"/>
+ <field name="arch" type="xml">
+ <xpath expr="//div[@name='buttons']" position="inside">
+ <button class="oe_inline oe_stat_button" name="action_view_sales"
+ type="object" icon="fa-strikethrough">
+ <field string="Sales" name="sales_count" widget="statinfo" />
+ </button>
</xpath>
</field>
</record>
</xpath>
</field>
</record>
+
+ <!-- Update account invoice list view!-->
+ <record model="ir.ui.view" id="account_invoice_tree">
+ <field name="name">Account Invoice</field>
+ <field name="model">account.invoice</field>
+ <field name="inherit_id" ref="account.invoice_tree"/>
+ <field name="arch" type="xml">
+ <data>
+ <xpath expr="//field[@name='user_id']" position="after">
+ <field name="section_id" string="Sales Team" groups="base.group_multi_salesteams"/>
+ </xpath>
+ </data>
+ </field>
+ </record>
+
+ <!-- Update account invoice search view!-->
+ <record id="account_invoice_groupby_inherit" model="ir.ui.view">
+ <field name="name">account.invoice.groupby</field>
+ <field name="model">account.invoice</field>
+ <field name="inherit_id" ref="account.view_account_invoice_filter"/>
+ <field name="arch" type="xml">
+ <xpath expr="//field[@name='user_id']" position="after">
+ <field name="section_id" groups="base.group_multi_salesteams"/>
+ </xpath>
+ <xpath expr="//group/filter[@string='Status']" position="after">
+ <filter string="Sales Team" domain="[]" context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
+ </xpath>
+ </field>
+ </record>
+
+ <!-- Update account invoice !-->
+ <record model="ir.ui.view" id="account_invoice_form">
+ <field name="name">Account Invoice</field>
+ <field name="model">account.invoice</field>
+ <field name="inherit_id" ref="account.invoice_form"/>
+ <field name="arch" type="xml">
+ <data>
+ <xpath expr="//field[@name='user_id']" position="after">
+ <field name="section_id" groups="base.group_multi_salesteams"/>
+ </xpath>
+ </data>
+ </field>
+ </record>
+
+ <!-- search by Salesteams -->
+ <record id="action_orders_salesteams" model="ir.actions.act_window">
+ <field name="name">Sales Orders</field>
+ <field name="type">ir.actions.act_window</field>
+ <field name="res_model">sale.order</field>
+ <field name="view_type">form</field>
+ <field name="view_mode">tree,form,calendar,graph</field>
+ <field name="search_view_id" ref="sale.view_sales_order_filter"/>
+ <field name="domain">[('state','not in',('draft','sent','cancel'))]</field>
+ <field name="context">{
+ 'search_default_section_id': [active_id],
+ 'default_section_id': active_id,
+ }
+ </field>
+ <field name="help" type="html">
+ <p class="oe_view_nocontent_create">
+ Click to create a quotation that can be converted into a sales
+ order.
+ </p><p>
+ Odoo will help you efficiently handle the complete sales flow:
+ quotation, sales order, delivery, invoicing and payment.
+ </p>
+ </field>
+ </record>
+
+ <record id="action_quotations_salesteams" model="ir.actions.act_window">
+ <field name="name">Quotations</field>
+ <field name="type">ir.actions.act_window</field>
+ <field name="res_model">sale.order</field>
+ <field name="view_type">form</field>
+ <field name="view_id" ref="sale.view_quotation_tree"/>
+ <field name="view_mode">tree,form,calendar,graph</field>
+ <field name="context">{
+ 'search_default_section_id': [active_id],
+ 'default_section_id': active_id,
+ 'show_address': 1,
+ }
+ </field>
+ <field name="domain">[('state','in',('draft','sent','cancel'))]</field>
+ <field name="search_view_id" ref="sale.view_sales_order_filter"/>
+ <field name="help" type="html">
+ <p class="oe_view_nocontent_create">
+ Click to create a quotation, the first step of a new sale.
+ </p><p>
+ Odoo will help you handle efficiently the complete sale flow:
+ from the quotation to the sales order, the
+ delivery, the invoicing and the payment collection.
+ </p><p>
+ The social feature helps you organize discussions on each sales
+ order, and allow your customers to keep track of the evolution
+ of the sales order.
+ </p>
+ </field>
+ </record>
+
+ <record id="action_invoice_salesteams" model="ir.actions.act_window">
+ <field name="name">Invoices</field>
+ <field name="res_model">account.invoice</field>
+ <field name="view_type">form</field>
+ <field name="view_mode">tree,form,calendar,graph</field>
+ <field name="view_id" ref="account.invoice_tree"/>
+ <field name="domain">[
+ ('state', 'not in', ['draft', 'cancel']),
+ ('type', '=', 'out_invoice')]</field>
+ <field name="context">{
+ 'search_default_section_id': [active_id],
+ 'default_section_id': active_id,
+ 'default_type':'out_invoice',
+ 'type':'out_invoice',
+ 'journal_type': 'sale',
+ }
+ </field>
+ <field name="search_view_id" ref="account.view_account_invoice_filter"/>
+ </record>
+
+ <record id="action_invoice_salesteams_view_tree" model="ir.actions.act_window.view">
+ <field name="sequence">1</field>
+ <field name="view_mode">tree</field>
+ <field name="act_window_id" ref="sale.action_invoice_salesteams"/>
+ </record>
+
+ <record id="action_invoice_salesteams_view_form" model="ir.actions.act_window.view">
+ <field name="sequence">2</field>
+ <field name="view_mode">form</field>
+ <field name="view_id" ref="account.invoice_form"/>
+ <field name="act_window_id" ref="sale.action_invoice_salesteams"/>
+ </record>
+
+ <record id="action_order_report_quotation_salesteam" model="ir.actions.act_window">
+ <field name="name">Quotations Analysis</field>
+ <field name="res_model">sale.report</field>
+ <field name="view_mode">graph</field>
+ <field name="domain">[('state','=','draft'),('section_id', '=', active_id)]</field>
+ <field name="context">{'search_default_order_month':1}</field>
+ <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>
+ </record>
+
+ <record id="action_order_report_so_salesteam" model="ir.actions.act_window">
+ <field name="name">Sales Analysis</field>
+ <field name="res_model">sale.report</field>
+ <field name="view_mode">graph</field>
+ <field name="domain">[('state','not in',('draft','sent','cancel')),('section_id', '=', active_id)]</field>
+ <field name="context">{'search_default_order_month':1}</field>
+ <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>
+ </record>
+
+ <record id="action_account_invoice_report_salesteam" model="ir.actions.act_window">
+ <field name="name">Invoices Analysis</field>
+ <field name="res_model">account.invoice.report</field>
+ <field name="view_mode">graph</field>
+ <field name="domain">[('section_id', '=', active_id),('state', 'not in', ['draft', 'cancel'])]</field>
+ <field name="context">{'search_default_month':1}</field>
+ <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>
+ </record>
</data>
</openerp>
projects / odoo / odoo.git / blobdiff