268 lines
14 KiB
XML
268 lines
14 KiB
XML
|
<?xml version="1.0" encoding="utf-8"?>
|
||
|
|
<odoo><data>
|
||
|
|
|
||
|
|
<record id="crm_team_view_search" model="ir.ui.view">
|
||
|
|
<field name="name">crm.team.view.search</field>
|
||
|
|
<field name="model">crm.team</field>
|
||
|
|
<field name="arch" type="xml">
|
||
|
|
<search string="Salesteams Search">
|
||
|
|
<filter string="Archived" name="inactive" domain="[('active','=',False)]"/>
|
||
|
|
<field name="name"/>
|
||
|
|
<field name="user_id"/>
|
||
|
|
<field name="member_ids"/>
|
||
|
|
<group expand="0" string="Group By...">
|
||
|
|
<filter string="Company" name="company" domain="[]" context="{'group_by': 'company_id'}" groups="base.group_multi_company"/>
|
||
|
|
<filter string="Team Leader" name="team_leader" domain="[]" context="{'group_by': 'user_id'}"/>
|
||
|
|
</group>
|
||
|
|
</search>
|
||
|
|
</field>
|
||
|
|
</record>
|
||
|
|
|
||
|
|
<record id="crm_team_view_form" model="ir.ui.view">
|
||
|
|
<field name="name">crm.team.form</field>
|
||
|
|
<field name="model">crm.team</field>
|
||
|
|
<field name="arch" type="xml">
|
||
|
|
<form string="Sales Team" class="o_crm_team_form_view">
|
||
|
|
<div class="alert alert-info text-center" role="alert"
|
||
|
|
invisible="is_membership_multi or not member_warning">
|
||
|
|
<field name="member_warning"/>
|
||
|
|
</div>
|
||
|
|
<sheet>
|
||
|
|
<div class="oe_button_box" name="button_box"/>
|
||
|
|
<widget name="web_ribbon" title="Archived" bg_color="text-bg-danger" invisible="active"/>
|
||
|
|
<div class="oe_title">
|
||
|
|
<label for="name" string="Sales Team"/>
|
||
|
|
<h1>
|
||
|
|
<field class="text-break" name="name" placeholder="e.g. North America"/>
|
||
|
|
</h1>
|
||
|
|
<div name="options_active" class="o_row"/>
|
||
|
|
</div>
|
||
|
|
<group>
|
||
|
|
<group name="left" string="Team Details">
|
||
|
|
<field name="active" invisible="1"/>
|
||
|
|
<field name="sequence" invisible="1"/>
|
||
|
|
<field name="is_membership_multi" invisible="1"/>
|
||
|
|
<field name="user_id" widget="many2one_avatar_user" domain="[('share', '=', False)]"/>
|
||
|
|
<field name="company_id" options="{'no_create': True}" groups="base.group_multi_company"/>
|
||
|
|
<field name="currency_id" invisible="1"/>
|
||
|
|
<field name="member_company_ids" invisible="1"/>
|
||
|
|
</group>
|
||
|
|
<group name="right">
|
||
|
|
</group>
|
||
|
|
</group>
|
||
|
|
<notebook>
|
||
|
|
<page string="Members" name="members_users">
|
||
|
|
<field name="member_ids" mode="kanban"
|
||
|
|
class="w-100">
|
||
|
|
<kanban>
|
||
|
|
<field name="id"/>
|
||
|
|
<field name="name"/>
|
||
|
|
<field name="email"/>
|
||
|
|
<field name="avatar_128"/>
|
||
|
|
<templates>
|
||
|
|
<t t-name="kanban-box">
|
||
|
|
<div class="oe_kanban_card oe_kanban_global_click">
|
||
|
|
<div class="o_kanban_card_content d-flex">
|
||
|
|
<div>
|
||
|
|
<img t-att-src="kanban_image('res.users', 'avatar_128', record.id.raw_value)"
|
||
|
|
class="o_kanban_image o_image_64_cover" alt="Avatar"/>
|
||
|
|
</div>
|
||
|
|
<div class="oe_kanban_details d-flex flex-column ms-3">
|
||
|
|
<strong class="o_kanban_record_title oe_partner_heading"><field name="name"/></strong>
|
||
|
|
<div class="d-flex align-items-baseline text-break">
|
||
|
|
<i class="fa fa-envelope me-1" role="img" aria-label="Email" title="Email"/><field name="email"/>
|
||
|
|
</div>
|
||
|
|
</div>
|
||
|
|
</div>
|
||
|
|
</div>
|
||
|
|
</t>
|
||
|
|
</templates>
|
||
|
|
</kanban>
|
||
|
|
</field>
|
||
|
|
<field name="crm_team_member_ids" mode="kanban"
|
||
|
|
class="w-100"
|
||
|
|
invisible="is_membership_multi or not is_membership_multi"
|
||
|
|
context="{
|
||
|
|
'kanban_view_ref': 'sales_team.crm_team_member_view_kanban_from_team',
|
||
|
|
'form_view_ref': 'sales_team.crm_team_member_view_form_from_team',
|
||
|
|
'tree_view_ref': 'sales_team.crm_team_member_view_tree_from_team',
|
||
|
|
'default_crm_team_id': id,
|
||
|
|
}"/>
|
||
|
|
</page>
|
||
|
|
</notebook>
|
||
|
|
</sheet>
|
||
|
|
<div class="oe_chatter">
|
||
|
|
<field name="message_follower_ids" help="Follow this salesteam to automatically track the events associated to users of this team."/>
|
||
|
|
<field name="message_ids"/>
|
||
|
|
</div>
|
||
|
|
</form>
|
||
|
|
</field>
|
||
|
|
</record>
|
||
|
|
|
||
|
|
<!-- SALES TEAMS TREE VIEW + MUTI_EDIT -->
|
||
|
|
<record id="crm_team_view_tree" model="ir.ui.view">
|
||
|
|
<field name="name">crm.team.tree</field>
|
||
|
|
<field name="model">crm.team</field>
|
||
|
|
<field name="arch" type="xml">
|
||
|
|
<tree string="Sales Team" sample="1" multi_edit="1">
|
||
|
|
<field name="sequence" widget="handle"/>
|
||
|
|
<field name="name" readonly="1"/>
|
||
|
|
<field name="active" column_invisible="True"/>
|
||
|
|
<field name="user_id" domain="[('share', '=', False)]" widget="many2one_avatar_user"/>
|
||
|
|
<field name="company_id" groups="base.group_multi_company"/>
|
||
|
|
</tree>
|
||
|
|
</field>
|
||
|
|
</record>
|
||
|
|
|
||
|
|
<record id="crm_team_view_kanban" model="ir.ui.view">
|
||
|
|
<field name="name">crm.team.view.kanban</field>
|
||
|
|
<field name="model">crm.team</field>
|
||
|
|
<field name="arch" type="xml">
|
||
|
|
<kanban class="o_kanban_mobile" sample="1">
|
||
|
|
<templates>
|
||
|
|
<t t-name="kanban-box">
|
||
|
|
<div t-attf-class="oe_kanban_content oe_kanban_global_click">
|
||
|
|
<div class="row">
|
||
|
|
<div class="col-6">
|
||
|
|
<strong><field name="name"/></strong>
|
||
|
|
</div>
|
||
|
|
<div class="col-6">
|
||
|
|
<span class="float-end"><field name="user_id"/></span>
|
||
|
|
</div>
|
||
|
|
</div>
|
||
|
|
</div>
|
||
|
|
</t>
|
||
|
|
</templates>
|
||
|
|
</kanban>
|
||
|
|
</field>
|
||
|
|
</record>
|
||
|
|
|
||
|
|
<!-- Case Teams Salesteams dashboard view -->
|
||
|
|
<record id="crm_team_view_kanban_dashboard" model="ir.ui.view" >
|
||
|
|
<field name="name">crm.team.view.kanban.dashboard</field>
|
||
|
|
<field name="model">crm.team</field>
|
||
|
|
<field name="priority">10</field>
|
||
|
|
<field name="arch" type="xml">
|
||
|
|
<kanban class="o_kanban_dashboard o_crm_team_kanban" create="0" sample="1">
|
||
|
|
<field name="name"/>
|
||
|
|
<field name="user_id"/>
|
||
|
|
<field name="member_ids"/>
|
||
|
|
<field name="color"/>
|
||
|
|
<field name="currency_id"/>
|
||
|
|
<field name="is_favorite"/>
|
||
|
|
<templates>
|
||
|
|
<t t-name="kanban-menu">
|
||
|
|
<div class="container">
|
||
|
|
<div class="row">
|
||
|
|
<div class="col-4 o_kanban_card_manage_section o_kanban_manage_view">
|
||
|
|
<h5 role="menuitem" class=" o_kanban_card_manage_title">
|
||
|
|
<span>View</span>
|
||
|
|
</h5>
|
||
|
|
</div>
|
||
|
|
<div class="col-4 o_kanban_card_manage_section o_kanban_manage_new">
|
||
|
|
<h5 role="menuitem" class="o_kanban_card_manage_title">
|
||
|
|
<span>New</span>
|
||
|
|
</h5>
|
||
|
|
</div>
|
||
|
|
<div class="col-4 o_kanban_card_manage_section o_kanban_manage_reports">
|
||
|
|
<h5 role="menuitem" class="o_kanban_card_manage_title">
|
||
|
|
<span>Reporting</span>
|
||
|
|
</h5>
|
||
|
|
<div name="o_team_kanban_report_separator"></div>
|
||
|
|
</div>
|
||
|
|
</div>
|
||
|
|
|
||
|
|
<div t-if="widget.editable" class="o_kanban_card_manage_settings row" groups="sales_team.group_sale_manager">
|
||
|
|
<div role="menuitem" aria-haspopup="true" class="col-8">
|
||
|
|
<ul class="oe_kanban_colorpicker" data-field="color" role="menu"/>
|
||
|
|
</div>
|
||
|
|
<div role="menuitem" class="col-4">
|
||
|
|
<a class="dropdown-item" type="edit">Configuration</a>
|
||
|
|
</div>
|
||
|
|
</div>
|
||
|
|
</div>
|
||
|
|
</t>
|
||
|
|
<t t-name="kanban-box">
|
||
|
|
<div t-attf-class="#{!selection_mode ? kanban_color(record.color.raw_value) : ''}">
|
||
|
|
<div t-attf-class="o_kanban_card_header">
|
||
|
|
<div class="o_kanban_card_header_title">
|
||
|
|
<div class="o_primary o_text_overflow"><field name="name"/></div>
|
||
|
|
</div>
|
||
|
|
</div>
|
||
|
|
<div class="container o_kanban_card_content">
|
||
|
|
<div class="row o_kanban_card_upper_content">
|
||
|
|
<div class="col-4 o_kanban_primary_left" name="to_replace_in_sale_crm">
|
||
|
|
<button type="object" class="btn btn-primary" name="action_primary_channel_button"><field name="dashboard_button_name"/></button>
|
||
|
|
</div>
|
||
|
|
<div class="col-8 o_kanban_primary_right" style="padding-bottom:0;">
|
||
|
|
<t name="first_options"/>
|
||
|
|
<t name="second_options"/>
|
||
|
|
<t name="third_options"/>
|
||
|
|
</div>
|
||
|
|
</div>
|
||
|
|
<div class="row">
|
||
|
|
<div class="col-12 o_kanban_primary_bottom">
|
||
|
|
<t t-call="SalesTeamDashboardGraph"/>
|
||
|
|
</div>
|
||
|
|
</div>
|
||
|
|
</div>
|
||
|
|
</div>
|
||
|
|
</t>
|
||
|
|
<t t-name="SalesTeamDashboardGraph">
|
||
|
|
<div t-if="record.dashboard_graph_data.raw_value" class="o_sales_team_kanban_graph_section">
|
||
|
|
<field name="dashboard_graph_data" widget="dashboard_graph" t-att-graph_type="'bar'"/>
|
||
|
|
</div>
|
||
|
|
</t>
|
||
|
|
</templates>
|
||
|
|
</kanban>
|
||
|
|
</field>
|
||
|
|
</record>
|
||
|
|
|
||
|
|
<!-- Sales Teams Actions -->
|
||
|
|
<record id="crm_team_action_sales" model="ir.actions.act_window">
|
||
|
|
<field name="name">Sales Teams</field>
|
||
|
|
<field name="res_model">crm.team</field>
|
||
|
|
<field name="view_mode">kanban,form</field>
|
||
|
|
<field name="context">{'in_sales_app': True}</field>
|
||
|
|
<field name="help" type="html">
|
||
|
|
<p class="o_view_nocontent_smiling_face">
|
||
|
|
Define a new sales team
|
||
|
|
</p><p>
|
||
|
|
Use Sales Teams to organize your sales departments.
|
||
|
|
Each team will work with a separate pipeline.
|
||
|
|
</p>
|
||
|
|
</field>
|
||
|
|
</record>
|
||
|
|
|
||
|
|
<record id="crm_team_action_pipeline" model="ir.actions.act_window">
|
||
|
|
<field name="name">Teams</field>
|
||
|
|
<field name="res_model">crm.team</field>
|
||
|
|
<field name="view_mode">kanban,form</field>
|
||
|
|
<field name="context">{}</field>
|
||
|
|
<field name="help" type="html">
|
||
|
|
<p class="o_view_nocontent_smiling_face">
|
||
|
|
Define a new sales team
|
||
|
|
</p><p>
|
||
|
|
Use Sales Teams to organize your sales departments.
|
||
|
|
Each team will work with a separate pipeline.
|
||
|
|
</p>
|
||
|
|
</field>
|
||
|
|
</record>
|
||
|
|
|
||
|
|
<record id="crm_team_action_config" model="ir.actions.act_window">
|
||
|
|
<field name="name">Sales Teams</field>
|
||
|
|
<field name="res_model">crm.team</field>
|
||
|
|
<field name="view_mode">tree,form</field>
|
||
|
|
<field name="context">{}</field>
|
||
|
|
<field name="help" type="html">
|
||
|
|
<p class="o_view_nocontent_smiling_face">
|
||
|
|
Create a Sales Team
|
||
|
|
</p><p>
|
||
|
|
Use Sales Teams to organize your sales departments and draw up reports.
|
||
|
|
</p>
|
||
|
|
</field>
|
||
|
|
</record>
|
||
|
|
|
||
|
|
</data>
|
||
|
|
</odoo>
|