161 lines
7.4 KiB
XML
161 lines
7.4 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
|
|
<odoo>
|
|
|
|
<!-- Dedicated actions used in views below -->
|
|
<record id="action_quotations_salesteams" model="ir.actions.act_window">
|
|
<field name="name">Quotations</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_id" ref="sale.view_quotation_tree"/>
|
|
<field name="view_mode">tree,form,calendar,graph,kanban,pivot</field>
|
|
<field name="context">{
|
|
'search_default_team_id': [active_id],
|
|
'default_team_id': active_id,
|
|
'show_address': 1,
|
|
}
|
|
</field>
|
|
<field name="domain">[]</field>
|
|
<field name="search_view_id" ref="sale.sale_order_view_search_inherit_quotation"/>
|
|
<field name="help" type="html">
|
|
<p class="o_view_nocontent_smiling_face">
|
|
Create a new quotation, the first step of a new sale!
|
|
</p><p>
|
|
Once the quotation is confirmed by the customer, it becomes a sales order.<br/> You will be able to create an invoice and collect the payment.
|
|
</p>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="action_quotation_form" model="ir.actions.act_window">
|
|
<field name="name">New Quotation</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">form</field>
|
|
<field name="context">{
|
|
'search_default_team_id': [active_id],
|
|
'default_team_id': active_id,
|
|
'default_user_id': uid,
|
|
}
|
|
</field>
|
|
<field name="search_view_id" ref="sale_order_view_search_inherit_quotation"/>
|
|
</record>
|
|
|
|
<record id="action_orders_salesteams" model="ir.actions.act_window">
|
|
<field name="name">Sales Orders</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">tree,form,calendar,graph,kanban,pivot</field>
|
|
<field name="search_view_id" ref="sale.sale_order_view_search_inherit_sale"/>
|
|
<field name="domain">[('state','not in',('draft','sent','cancel'))]</field>
|
|
<field name="context">{
|
|
'search_default_team_id': [active_id],
|
|
'default_team_id': active_id,
|
|
}
|
|
</field>
|
|
<field name="help" type="html">
|
|
<p class="o_view_nocontent_smiling_face">
|
|
Create a new quotation, the first step of a new sale!
|
|
</p><p>
|
|
Once the quotation is confirmed by the customer, it becomes a sales order.<br/> You will be able to create an invoice and collect the payment.
|
|
</p>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="action_orders_to_invoice_salesteams" model="ir.actions.act_window">
|
|
<field name="name">Sales Orders</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_mode">tree,form,calendar,graph,kanban,pivot</field>
|
|
<field name="search_view_id" ref="sale.sale_order_view_search_inherit_sale"/>
|
|
<field name="domain">[('invoice_status','=','to invoice')]</field>
|
|
<field name="context">{
|
|
'search_default_team_id': [active_id],
|
|
'default_team_id': active_id,
|
|
}
|
|
</field>
|
|
</record>
|
|
|
|
<!-- crm.team views (& actions) -->
|
|
|
|
<record id="crm_team_salesteams_view_form" model="ir.ui.view">
|
|
<field name="name">crm.team.form</field>
|
|
<field name="model">crm.team</field>
|
|
<field name="priority">9</field>
|
|
<field name="inherit_id" ref="sales_team.crm_team_view_form"/>
|
|
<field name="arch" type="xml">
|
|
<field name="company_id" position="after">
|
|
<label for="invoiced_target"/>
|
|
<div class="o_row">
|
|
<field name="invoiced_target" widget="monetary" options="{'currency_field': 'currency_id'}" class="oe_inline"/>
|
|
<span class="flex-grow-1">/ Month</span>
|
|
</div>
|
|
</field>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="crm_team_view_kanban_dashboard" model="ir.ui.view">
|
|
<field name="name">crm.team.view.kanban.dashboard.inherit.sale</field>
|
|
<field name="model">crm.team</field>
|
|
<field name="inherit_id" ref="sales_team.crm_team_view_kanban_dashboard"/>
|
|
<field name="arch" type="xml">
|
|
<xpath expr="//templates" position="before">
|
|
<field name="invoiced_target"/>
|
|
</xpath>
|
|
|
|
<xpath expr="//t[@name='second_options']" position="after">
|
|
<div class="row" t-if="record.quotations_count.raw_value">
|
|
<div class="col">
|
|
<a name="%(action_quotations_salesteams)d" type="action" context="{'search_default_draft': True, 'search_default_sent': True}">
|
|
<field name="quotations_count" class="me-1"/>
|
|
<t t-if="record.quotations_count.raw_value == 1">Quotation</t>
|
|
<t t-else="">Quotations</t>
|
|
</a>
|
|
</div>
|
|
<div class="col-auto text-truncate">
|
|
<field name="quotations_amount" widget="monetary"/>
|
|
</div>
|
|
</div>
|
|
<div class="row" name="orders_to_invoice" t-if="record.sales_to_invoice_count.raw_value">
|
|
<div class="col-8">
|
|
<a name="%(action_orders_to_invoice_salesteams)d" type="action">
|
|
<field name="sales_to_invoice_count" class="me-1"/>
|
|
<t t-if="record.sales_to_invoice_count.raw_value == 1">Order to Invoice</t>
|
|
<t t-else="">Orders to Invoice</t>
|
|
</a>
|
|
</div>
|
|
</div>
|
|
</xpath>
|
|
|
|
<xpath expr="//div[hasclass('o_kanban_primary_bottom')]" position="after">
|
|
<t groups="sales_team.group_sale_manager">
|
|
<div class="col-12 o_kanban_primary_bottom bottom_block">
|
|
<field name="invoiced" widget="sales_team_progressbar" title="Invoicing" options="{'current_value': 'invoiced', 'max_value': 'invoiced_target', 'editable': true, 'edit_max_value': true, 'on_change': 'update_invoiced_target'}"/>
|
|
</div>
|
|
</t>
|
|
</xpath>
|
|
|
|
<xpath expr="//div[hasclass('o_kanban_manage_view')]" position="inside">
|
|
<div>
|
|
<a name="%(action_orders_salesteams)d" type="action">Sales Orders</a>
|
|
</div>
|
|
<div groups="account.group_account_invoice">
|
|
<a name="%(action_invoice_salesteams)d" type="action">Invoices</a>
|
|
</div>
|
|
</xpath>
|
|
|
|
<div name="o_team_kanban_report_separator" position="before">
|
|
<div name="sales_report">
|
|
<a name="%(action_order_report_so_salesteam)d" type="action">
|
|
Sales
|
|
</a>
|
|
</div>
|
|
<div groups="account.group_account_invoice" name="invoices_report">
|
|
<a name="%(action_account_invoice_report_salesteam)d" type="action">
|
|
Invoices
|
|
</a>
|
|
</div>
|
|
</div>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="sales_team.mail_activity_type_action_config_sales" model="ir.actions.act_window">
|
|
<field name="domain">['|', ('res_model', '=', False), ('res_model', 'in', ['sale.order', 'res.partner', 'product.template', 'product.product'])]</field>
|
|
</record>
|
|
|
|
</odoo>
|