234 lines
11 KiB
XML
234 lines
11 KiB
XML
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<?xml version="1.0" encoding="utf-8"?>
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<odoo><data>
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<record id="crm_team_view_search" model="ir.ui.view">
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<field name="name">crm.team.view.search</field>
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<field name="model">crm.team</field>
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<field name="arch" type="xml">
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<search string="Salesteams Search">
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<filter string="Archived" name="inactive" domain="[('active','=',False)]"/>
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<field name="name"/>
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<field name="user_id"/>
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<field name="member_ids"/>
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<group expand="0" string="Group By...">
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<filter string="Company" name="company" domain="[]" context="{'group_by': 'company_id'}" groups="base.group_multi_company"/>
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<filter string="Team Leader" name="team_leader" domain="[]" context="{'group_by': 'user_id'}"/>
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</group>
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</search>
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</field>
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</record>
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<record id="crm_team_view_form" model="ir.ui.view">
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<field name="name">crm.team.form</field>
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<field name="model">crm.team</field>
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<field name="arch" type="xml">
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<form string="Sales Team" class="o_crm_team_form_view">
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<div class="alert alert-info text-center" role="alert"
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invisible="is_membership_multi or not member_warning">
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<field name="member_warning"/>
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</div>
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<sheet>
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<div class="oe_button_box" name="button_box"/>
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<widget name="web_ribbon" title="Archived" bg_color="text-bg-danger" invisible="active"/>
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<div class="oe_title">
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<label for="name" string="Sales Team"/>
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<h1>
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<field class="text-break" name="name" placeholder="e.g. North America"/>
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</h1>
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<div name="options_active" class="o_row"/>
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</div>
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<group>
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<group name="left" string="Team Details">
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<field name="active" invisible="1"/>
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<field name="sequence" invisible="1"/>
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<field name="is_membership_multi" invisible="1"/>
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<field name="user_id" widget="many2one_avatar_user" domain="[('share', '=', False)]"/>
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<field name="company_id" options="{'no_create': True}" groups="base.group_multi_company"/>
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<field name="currency_id" invisible="1"/>
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<field name="member_company_ids" invisible="1"/>
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</group>
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<group name="right">
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</group>
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</group>
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<notebook>
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<page string="Members" name="members_users">
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<field name="member_ids" mode="kanban"
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class="w-100">
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<kanban>
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<templates>
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<t t-name="card" class="flex-row">
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<aside>
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<field name="avatar_128" widget="image" class="o_image_64_cover" alt="Avatar"/>
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</aside>
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<main class="ms-3">
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<field name="name" class="fw-bold fs-5"/>
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<div class="d-flex align-items-baseline text-break">
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<i class="fa fa-envelope me-1" role="img" aria-label="Email" title="Email"/><field name="email"/>
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</div>
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</main>
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</t>
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</templates>
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</kanban>
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</field>
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<field name="crm_team_member_ids" mode="kanban"
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class="w-100"
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invisible="is_membership_multi or not is_membership_multi"
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context="{
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'kanban_view_ref': 'sales_team.crm_team_member_view_kanban_from_team',
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'form_view_ref': 'sales_team.crm_team_member_view_form_from_team',
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'list_view_ref': 'sales_team.crm_team_member_view_tree_from_team',
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'default_crm_team_id': id,
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}"/>
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</page>
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</notebook>
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</sheet>
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<chatter/>
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</form>
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</field>
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</record>
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<!-- SALES TEAMS LIST VIEW + MUTI_EDIT -->
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<record id="crm_team_view_tree" model="ir.ui.view">
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<field name="name">crm.team.list</field>
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<field name="model">crm.team</field>
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<field name="arch" type="xml">
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<list string="Sales Team" sample="1" multi_edit="1">
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<field name="sequence" widget="handle"/>
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<field name="name" readonly="1"/>
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<field name="active" column_invisible="True"/>
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<field name="user_id" domain="[('share', '=', False)]" widget="many2one_avatar_user"/>
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<field name="company_id" groups="base.group_multi_company"/>
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</list>
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</field>
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</record>
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<record id="crm_team_view_kanban" model="ir.ui.view">
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<field name="name">crm.team.view.kanban</field>
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<field name="model">crm.team</field>
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<field name="arch" type="xml">
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<kanban class="o_kanban_mobile" sample="1">
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<templates>
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<t t-name="card" class="row g-0">
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<field name="name" class="col-6 fw-bold"/>
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<div class="col-6">
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<field name="user_id" class="float-end"/>
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</div>
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</t>
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</templates>
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</kanban>
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</field>
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</record>
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<!-- Case Teams Salesteams dashboard view -->
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<record id="crm_team_view_kanban_dashboard" model="ir.ui.view" >
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<field name="name">crm.team.view.kanban.dashboard</field>
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<field name="model">crm.team</field>
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<field name="priority">10</field>
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<field name="arch" type="xml">
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<kanban class="o_crm_team_kanban" highlight_color="color" create="0" can_open="0" sample="1">
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<templates>
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<t t-name="menu">
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<div class="container">
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<div class="row">
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<div name="manage_view" class="col-4">
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<h5 role="menuitem" class=" o_kanban_card_manage_title">
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<span>View</span>
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</h5>
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</div>
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<div name="manage_new" class="col-4">
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<h5 role="menuitem" class="o_kanban_card_manage_title">
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<span>New</span>
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</h5>
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</div>
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<div name="manage_reports" class="col-4">
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<h5 role="menuitem" class="o_kanban_card_manage_title">
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<span>Reporting</span>
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</h5>
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<div name="o_team_kanban_report_separator"></div>
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</div>
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</div>
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<div t-if="widget.editable" class="o_kanban_card_manage_settings row" groups="sales_team.group_sale_manager">
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<div role="menuitem" aria-haspopup="true" class="col-8">
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<field name="color" widget="kanban_color_picker"/>
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</div>
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<div role="menuitem" class="col-4">
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<a class="dropdown-item" type="open">Configuration</a>
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</div>
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</div>
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</div>
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</t>
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<t t-name="card">
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<field name="name" class="fw-bold text-truncate fs-4 ms-2"/>
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<div class="row mt-3 px-2">
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<div class="col-4" name="to_replace_in_sale_crm">
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<button type="object" class="btn text-wrap btn-primary" name="action_primary_channel_button"><field name="dashboard_button_name"/></button>
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</div>
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<div class="col-8 mb-2 text-truncate">
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<t name="first_options"/>
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<t name="second_options"/>
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<t name="third_options"/>
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</div>
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</div>
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<div class="row px-2 mt-auto mb-n2">
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<div name="o_kanban_primary_bottom" class="col-12">
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<t t-call="SalesTeamDashboardGraph"/>
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</div>
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</div>
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</t>
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<t t-name="SalesTeamDashboardGraph">
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<field t-if="record.dashboard_graph_data.raw_value" name="dashboard_graph_data" widget="dashboard_graph" t-att-graph_type="'bar'"/>
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</t>
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</templates>
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</kanban>
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</field>
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</record>
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<!-- Sales Teams Actions -->
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<record id="crm_team_action_sales" model="ir.actions.act_window">
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<field name="name">Sales Teams</field>
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<field name="res_model">crm.team</field>
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<field name="view_mode">kanban,form</field>
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<field name="context">{'in_sales_app': True}</field>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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Define a new sales team
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</p><p>
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Use Sales Teams to organize your sales departments.
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Each team will work with a separate pipeline.
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</p>
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</field>
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</record>
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<record id="crm_team_action_pipeline" model="ir.actions.act_window">
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<field name="name">Teams</field>
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<field name="res_model">crm.team</field>
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<field name="view_mode">kanban,form</field>
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<field name="context">{}</field>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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Define a new sales team
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</p><p>
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Use Sales Teams to organize your sales departments.
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Each team will work with a separate pipeline.
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</p>
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</field>
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</record>
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<record id="crm_team_action_config" model="ir.actions.act_window">
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<field name="name">Sales Teams</field>
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<field name="res_model">crm.team</field>
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<field name="view_mode">list,form</field>
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<field name="context">{}</field>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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Create a Sales Team
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</p><p>
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Use Sales Teams to organize your sales departments and draw up reports.
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</p>
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</field>
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</record>
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</data>
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</odoo>
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