id="base.menu_base_partner"
groups="base.group_sale_salesman,base.group_sale_manager"/>
+ <menuitem
+ id= "base.menu_sales_config"
+ parent= "base.menu_base_config"
+ sequence= "1"
+ name= "Sales"
+ groups= "base.group_sale_manager,base.group_sale_salesman,account.group_account_manager,account.group_account_user"/>
+
<menuitem id="base.menu_product" name="Products" parent="base.menu_base_partner" sequence="9"/>
<record id="view_sale_order_calendar" model="ir.ui.view">
<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"/>
+ <button name="action_button_confirm" states="sent" string="Confirm Sale" class="oe_highlight" type="object" groups="base.group_user"/>
<button name="action_quotation_send" string="Send by Email" type="object" states="draft" class="oe_highlight" groups="base.group_user"/>
<button name="action_quotation_send" string="Send by Email" type="object" states="sent,progress,manual" groups="base.group_user"/>
<button name="print_quotation" string="Print" type="object" states="draft" class="oe_highlight" groups="base.group_user"/>
<button name="print_quotation" string="Print" type="object" states="sent,progress,manual" groups="base.group_user"/>
<button name="action_button_confirm" states="draft" string="Confirm Sale" type="object" groups="base.group_user"/>
- <button name="action_button_confirm" states="sent" string="Confirm Sale" class="oe_highlight" type="object" groups="base.group_user"/>
<button name="action_view_invoice" string="View Invoice" type="object" class="oe_highlight"
attrs="{'invisible': [('invoice_exists', '=', False)]}" groups="base.group_user"/>
<button name="%(action_view_sale_advance_payment_inv)d" string="Create Invoice"
type="action" states="manual" class="oe_highlight" groups="base.group_user"/>
<button name="copy_quotation" states="cancel" string="New Copy of Quotation" type="object"/>
- <button name="cancel" states="draft,sent" string="Cancel Quotation" groups="base.group_user"/>
+ <button name="cancel" states="draft,sent" string="Cancel" groups="base.group_user"/>
<button name="action_cancel" states="manual,progress" string="Cancel Order" type="object" groups="base.group_user"/>
<button name="invoice_cancel" states="invoice_except" string="Cancel Order" groups="base.group_user"/>
<field name="state" widget="statusbar" statusbar_visible="draft,sent,progress,done" statusbar_colors='{"invoice_except":"red","waiting_date":"blue"}'/>
<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"/>
- <field name="client_order_ref"/>
<field domain="[('type','=','sale')]" name="pricelist_id" groups="product.group_sale_pricelist" on_change="onchange_pricelist_id(pricelist_id,order_line)"/>
<field name="currency_id" invisible="1"/>
+ <field name="validity_date"/>
+ <field name="payment_term" options="{'no_create': True}"/>
</group>
</group>
<notebook>
<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"
</page>
<page string="Other Information" groups="base.group_user">
<group>
- <group name="sales_person" groups="base.group_user">
+ <group string="Sales Information" 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"/>
+ <field name="team_id" options="{'no_create': True}" groups="base.group_multi_salesteams"/>
+ <field name="client_order_ref"/>
+ <field name="invoice_exists" invisible="1"/>
+ <field name="company_id" widget="selection" groups="base.group_multi_company"/>
</group>
- <group name="sale_pay">
- <field name="payment_term" options="{'no_create': True}"/>
+ <group name="sale_pay" string="Invoicing">
<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="invoiced"/>
- <field name="invoice_exists" invisible="1"/>
+ <group string="Reporting" name="technical" groups="base.group_no_one">
+ <field groups="base.group_no_one" name="origin"/>
+ <field groups="base.group_no_one" name="invoiced"/>
</group>
</group>
</page>
<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" operator="child_of"/>
<field name="user_id"/>
- <field name="section_id" string="Sales Team" groups="base.group_multi_salesteams"/>
+ <field name="team_id" string="Sales Team" groups="base.group_multi_salesteams"/>
<field name="project_id"/>
+ <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="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'}"/>
- <filter string="My Sales Team(s)" icon="terp-personal+" domain="[('section_id.user_id','=',uid)]" help="My Sales Team(s)" groups="base.group_multi_salesteams"/>
+ <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>
<field name="view_type">form</field>
<field name="view_mode">tree,form,calendar,graph</field>
<field name="search_view_id" ref="view_sales_order_filter"/>
- <field name="context">{
- 'search_default_my_sale_orders_filter': 1
- }
- </field>
+ <field name="context">{}</field>
<field name="domain">[('state', 'not in', ('draft', 'sent', 'cancel'))]</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>
- 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>
<field name="view_type">form</field>
<field name="view_id" ref="view_quotation_tree"/>
<field name="view_mode">tree,form,calendar,graph</field>
- <field name="context">{'search_default_my_sale_orders_filter': 1}</field>
+ <field name="context">{}</field>
<field name="domain">[('state','in',('draft','sent','cancel'))]</field>
<field name="search_view_id" ref="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>
- OpenERP will help you handle efficiently the complete sale flow:
+ Odoo will help you handling 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.
+ The social feature helps you organizing discussions on each sales
+ order, and allows your customers to keep track of the sales orders' evolution.
</p>
</field>
</record>
<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 class="oe_inline oe_stat_button" name="%(action_order_line_product_tree)d"
- type="action" groups="base.group_sale_salesman" icon="fa-strikethrough">
+ 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>
+
<record model="ir.ui.view" id="view_company_inherit_form2">
<field name="name">res.company.form.inherit</field>
<field name="inherit_id" ref="base.view_company_form"/>
</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="arch" type="xml">
<data>
<xpath expr="//field[@name='user_id']" position="after">
- <field name="section_id" string="Sales Team" groups="base.group_multi_salesteams"/>
+ <field name="team_id" string="Sales Team" groups="base.group_multi_salesteams"/>
</xpath>
</data>
</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"/>
+ <field name="team_id" groups="base.group_multi_salesteams"/>
</xpath>
- <xpath expr="//group/filter[@string='Due Month']" position="after">
- <filter string="Sales Team" domain="[]" context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
+ <xpath expr="//group/filter[@string='Status']" position="after">
+ <filter string="Sales Team" domain="[]" context="{'group_by':'team_id'}" groups="base.group_multi_salesteams"/>
</xpath>
</field>
</record>
<field name="arch" type="xml">
<data>
<xpath expr="//field[@name='user_id']" position="after">
- <field name="section_id" groups="base.group_multi_salesteams"/>
+ <field name="team_id" groups="base.group_multi_salesteams"/>
</xpath>
</data>
</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,
+ 'search_default_team_id': [active_id],
+ 'default_team_id': active_id,
}
</field>
<field name="help" type="html">
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>
<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,
+ 'search_default_team_id': [active_id],
+ 'default_team_id': active_id,
'show_address': 1,
}
</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 handling 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.
+ The social feature helps you organizing discussions on each sales
+ order, and allows your customers to keep track of the sales orders' evolution.
</p>
</field>
</record>
('state', 'not in', ['draft', 'cancel']),
('type', '=', 'out_invoice')]</field>
<field name="context">{
- 'search_default_section_id': [active_id],
- 'default_section_id': active_id,
+ 'search_default_team_id': [active_id],
+ 'default_team_id': active_id,
'default_type':'out_invoice',
'type':'out_invoice',
'journal_type': 'sale',
<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="domain">[('state','=','draft'),('team_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>
<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="domain">[('state','not in',('draft','sent','cancel')),('team_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>
<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="domain">[('team_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>
projects / odoo / odoo.git / blobdiff