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
   8         <!-- Case Teams Salesteams kanban view -->
   9
  10        <record id="crm_team_salesteams_view_kanban" model="ir.ui.view" >
  11             <field name="name">crm.team.kanban</field>
  12             <field name="model">crm.team</field>
  13             <field name="arch" type="xml">
  14                 <kanban class="oe_background_grey">
  15                     <field name="name"/>
  16                     <field name="user_id"/>
  17                     <field name="member_ids"/>
  18                     <field name="note"/>
  19                     <field name="color"/>
  20                     <templates>
  21                         <t t-name="kanban-box">
  22                             <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_global_click oe_kanban_crm_salesteams">
  23                                 <div class="oe_dropdown_toggle oe_dropdown_kanban" groups="base.group_sale_manager">
  24                                     <span class="oe_e">i</span>
  25                                     <ul class="oe_dropdown_menu">
  26                                         <li t-if="widget.view.is_action_enabled('edit')"><a type="edit">Edit Sales Team</a></li>
  27                                         <li t-if="widget.view.is_action_enabled('delete')"><a type="delete">Delete</a></li>
  28                                         <li t-if="widget.view.is_action_enabled('edit')"><ul class="oe_kanban_colorpicker" data-field="color"/></li>
  29                                     </ul>
  30                                 </div>
  31                                 <div class="oe_kanban_content">
  32                                     <h4 class="text-center" name="name"><strong><field name="name"/></strong></h4>
  33                                     <div class="oe_clear"></div>
  34                                     <div class="oe_kanban_salesteams_avatars">
  35                                         <t t-foreach="record.member_ids.raw_value.slice(0,10)" t-as="member">
  36                                             <img class="oe_margin_top_16 img-rounded" t-att-src="kanban_image('res.users', 'image_small', member)" t-att-data-member_id="member"/>
  37                                         </t>
  38                                     </div>
  39                                 </div>
  40                             </div>
  41                         </t>
  42                     </templates>
  43                 </kanban>
  44             </field>
  45         </record>
  46
  47         <!-- Cateamions Search view -->
  48         <record id="crm_team_salesteams_search" model="ir.ui.view">
  49             <field name="name">Case Teams - Search</field>
  50             <field name="model">crm.team</field>
  51             <field name="arch" type="xml">
  52                 <search string="Salesteams Search">
  53                     <filter name="personal" string="My Salesteams" domain="['|', ('member_ids', '=', uid), ('user_id', '=', uid)]"/>
  54                     <field name="name"/>
  55                     <field name="parent_id"/>
  56                     <field name="user_id"/>
  57                     <field name="note"/>
  58                     <field name="code"/>
  59                     <group expand="0" string="Group By...">
  60                         <filter string="Team Leader" domain="[]" context="{'group_by':'user_id'}"/>
  61                         <filter string="Parent Sales Teams" domain="[]" context="{'group_by':'parent_id'}"/>
  62                     </group>
  63                 </search>
  64             </field>
  65         </record>
  66
  67         <!-- Case Teams Action -->
  68         <record id="crm_team_salesteams_act" model="ir.actions.act_window">
  69             <field name="name">Sales Teams</field>
  70             <field name="res_model">crm.team</field>
  71             <field name="view_type">form</field>
  72             <field name="view_mode">kanban,tree,form</field>
  73             <field name="context">{}</field>
  74             <field name="view_id" ref="crm_team_salesteams_search"/>
  75             <field name="help" type="html">
  76                 <p class="oe_view_nocontent_create">
  77                     Click here to define a new sales team.
  78                 </p><p>
  79                     Use sales team to organize your different salespersons or
  80                     departments into separate teams. Each team will work in
  81                     its own list of opportunities.
  82                 </p>
  83             </field>
  84         </record>
  85
  86         <!-- Case Teams Form View -->
  87
  88          <record id="crm_team_view_form" model="ir.ui.view">
  89             <field name="name">crm.team.form</field>
  90             <field name="model">crm.team</field>
  91             <field name="arch" type="xml">
  92                 <form string="Sales Team">
  93                     <sheet>
  94                         <div class="oe_title">
  95                             <label for="name" class="oe_edit_only" string="Sales team"/>
  96                             <h1>
  97                                 <field name="name" string="Salesteam"/>
  98                             </h1>
  99                             <div name="options_active"></div>
 100                         </div>
 101                         <group>
 102                             <group name="left">
 103                                 <field name="user_id" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'base.group_sale_salesman_all_leads']}"/>
 104                                 <field name="code"/>
 105                                 <field name="parent_id"/>
 106                                 <field name="change_responsible"/>
 107                                 <field name="active"/>
 108                             </group>
 109                         </group>
 110                         <notebook colspan="4">
 111                             <page string="Team Members">
 112                                 <field name="member_ids">
 113                                     <tree>
 114                                         <field name="name"/>
 115                                     </tree>
 116                                 </field>
 117                             </page>
 118                             <page string="Notes">
 119                                 <field name="note"/>
 120                             </page>
 121                         </notebook>
 122                     </sheet>
 123                     <div class="oe_chatter">
 124                         <field name="message_follower_ids" widget="mail_followers" help="Follow this salesteam to automatically track the events associated to users of this team."/>
 125                         <field name="message_ids" widget="mail_thread"/>
 126                     </div>
 127                 </form>
 128             </field>
 129         </record>
 130
 131         <!-- Case Teams Tree View -->
 132         <record id="crm_team_view_tree" model="ir.ui.view">
 133             <field name="name">crm.team.tree</field>
 134             <field name="model">crm.team</field>
 135             <field name="field_parent">child_ids</field>
 136             <field name="arch" type="xml">
 137                 <tree string="Sales Team">
 138                     <field name="name"/>
 139                     <field name="code"/>
 140                     <field name="user_id"/>
 141                 </tree>
 142             </field>
 143         </record>
 144
 145         <record id="crm_team_act" model="ir.actions.act_window">
 146             <field name="name">Sales Teams</field>
 147             <field name="res_model">crm.team</field>
 148             <field name="view_type">form</field>
 149             <field name="view_id" ref="crm_team_view_tree"/>
 150             <field name="help" type="html">
 151                 <p class="oe_view_nocontent_create">
 152                     Click here to define a new sales team.
 153                 </p><p>
 154                     Use sales team to organize your different salespersons or
 155                     departments into separate teams. Each team will work in
 156                     its own list of opportunities.
 157                 </p>
 158             </field>
 159         </record>
 160
 161         <menuitem id="sales_team.menu_sales_team_act" action="crm_team_salesteams_act" sequence="1" parent="base.menu_sales" groups="base.group_multi_salesteams"/>
 162
 163         <!-- add css / js -->
 164         <template id="assets_backend" name="sales_team assets" inherit_id="web.assets_backend">
 165             <xpath expr="." position="inside">
 166                 <link rel="stylesheet" href="/sales_team/static/src/css/sales_team.css"/>
 167                 <script type="text/javascript" src="/sales_team/static/src/js/sales_team.js"></script>
 168             </xpath>
 169         </template>
 170
 171         <menuitem id="base.next_id_64" name="Sales" parent="base.menu_reporting" sequence="1" groups="base.group_sale_manager"/>
 172
 173     </data>
 174 </openerp>