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19.0 vanilla

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Ernad Husremovic 2026-03-09 09:30:53 +01:00
parent dc68f80d3f
commit 7221b9ac46
610 changed files with 135477 additions and 161677 deletions
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166
odoo-bringout-oca-ocb-crm/crm/views/crm_team_views.xml
View file

@ -5,11 +5,11 @@
<record id="crm_case_form_view_salesteams_lead" model="ir.actions.act_window">
<field name="name">Leads</field>
<field name="res_model">crm.lead</field>
<field name="view_mode">tree,kanban,form</field>
<field name="view_mode">list,kanban,form</field>
<field name="domain">['|', ('type','=','lead'), ('type','=',False)]</field>
<field name="view_ids"
eval="[(5, 0, 0),
(0, 0, {'view_mode': 'tree', 'view_id': ref('crm_case_tree_view_leads')}),
(0, 0, {'view_mode': 'list', 'view_id': ref('crm_case_tree_view_leads')}),
(0, 0, {'view_mode': 'kanban', 'view_id': ref('view_crm_lead_kanban')})]"/>
<field name="search_view_id" ref="crm.view_crm_case_leads_filter"/>
<field name="context">{
@ -34,7 +34,7 @@
<record id="crm_case_form_view_salesteams_opportunity" model="ir.actions.act_window">
<field name="name">Opportunities</field>
<field name="res_model">crm.lead</field>
<field name="view_mode">kanban,tree,graph,form,calendar,pivot</field>
<field name="view_mode">kanban,list,graph,form,calendar,pivot</field>
<field name="domain">[('type','=','opportunity')]</field>
<field name="view_id" ref="crm.crm_case_kanban_view_leads"/>
<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
@ -62,7 +62,7 @@
<record id="crm_lead_action_team_overdue_opportunity" model="ir.actions.act_window">
<field name="name">Overdue Opportunities</field>
<field name="res_model">crm.lead</field>
<field name="view_mode">kanban,tree,graph,form,calendar,pivot</field>
<field name="view_mode">kanban,list,graph,form,calendar,pivot</field>
<field name="domain">[('type','=','opportunity')]</field>
<field name="view_id" ref="crm.crm_case_kanban_view_leads"/>
<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
@ -81,7 +81,7 @@
<field name="res_model">crm.lead</field>
<field name="context">{'search_default_team_id': [active_id], 'search_default_filter_create_date': 1}</field>
<field name="domain">[]</field>
<field name="view_mode">graph,pivot,tree,form</field>
<field name="view_mode">graph,pivot,list,form</field>
<field name="view_id" ref="crm_lead_view_graph"/>
<field name="search_view_id" ref="crm.view_crm_case_leads_filter"/>
<field name="help">Leads Analysis allows you to check different CRM related information like the treatment delays or number of leads per state. You can sort out your leads analysis by different groups to get accurate grained analysis.</field>
@ -100,7 +100,7 @@
</record>
<record id="action_report_crm_lead_salesteam_view_tree" model="ir.actions.act_window.view">
<field name="sequence">4</field>
<field name="view_mode">tree</field>
<field name="view_mode">list</field>
<field name="view_id" ref="crm_lead_view_tree_reporting"/>
<field name="act_window_id" ref="action_report_crm_lead_salesteam"/>
</record>
@ -108,11 +108,11 @@
<record id="action_report_crm_opportunity_salesteam" model="ir.actions.act_window">
<field name="name">Pipeline Analysis</field>
<field name="res_model">crm.lead</field>
<field name="view_mode">graph,pivot,tree,form</field>
<field name="view_mode">graph,pivot,list,form</field>
<field name="search_view_id" ref="crm.crm_opportunity_report_view_search"/>
<field name="context">{
'search_default_team_id': [active_id],
'tree_view_ref': 'crm.crm_case_tree_view_oppor',
'list_view_ref': 'crm.crm_lead_view_tree_opportunity_reporting',
'search_default_filter_opportunity': True,
'search_default_filter_create_date': 1}</field>
<field name="domain">[]</field>
@ -120,7 +120,7 @@
</record>
<record id="crm_team_view_tree" model="ir.ui.view">
<field name="name">crm.team.tree.inherit.crm</field>
<field name="name">crm.team.list.inherit.crm</field>
<field name="model">crm.team</field>
<field name="inherit_id" ref="sales_team.crm_team_view_tree"/>
<field name="arch" type="xml">
@ -136,70 +136,69 @@
<field name="inherit_id" ref="sales_team.crm_team_view_form"/>
<field name="priority">12</field>
<field name="arch" type="xml">
<xpath expr="//sheet" position="before">
<xpath expr="//form/*[1]" position="before">
<field name="use_leads" invisible="1"/>
<header>
<field name="use_opportunities" invisible="1"/>
<header invisible="not use_leads and not use_opportunities or not assignment_enabled">
<button name="action_assign_leads" type="object"
string="Assign Leads"
class="oe_highlight"
confirm="This will assign leads to all members. Do you want to proceed?"
attrs="{'invisible': ['|', '&amp;', ('use_leads', '=', False), ('use_opportunities', '=', False), ('assignment_enabled', '=', False)]}"/>
invisible="not use_leads and not use_opportunities or not assignment_enabled"
confirm-label="Assign Leads"/>
</header>
</xpath>
<xpath expr="//div[@name='options_active']" position="inside">
<div class="o_row">
<span name="opportunities">
<field name="use_opportunities"/>
<label for="use_opportunities"/>
</span>
<span class="o_row" groups="crm.group_use_lead">
<field name="use_leads"/>
<label for="use_leads" string="Leads"/>
</span>
</div>
<span name="opportunities" groups="crm.group_use_lead">
<field name="use_opportunities"/>
<label for="use_opportunities"/>
</span>
<span name="leads" groups="crm.group_use_lead">
<field name="use_leads"/>
<label for="use_leads" string="Leads"/>
</span>
</xpath>
<xpath expr="//field[@name='user_id']" position="after">
<label for="alias_name" string="Email Alias"
attrs="{'invisible': [('use_leads', '=', False),('use_opportunities', '=', False)]}"/>
<div class="oe_inline" name="alias_def"
attrs="{'invisible': [('use_leads', '=', False),('use_opportunities', '=', False)]}">
<field name="alias_id" class="oe_read_only oe_inline"
string="Email Alias" required="0"
attrs="{'invisible': [('alias_domain', '=', False)]}"/>
<div class="oe_inline" name="edit_alias" style="display: inline;" >
<div class="oe_edit_only" attrs="{'invisible': [('alias_domain', '=', False)]}" dir="ltr">
<field name="alias_name" class="oe_inline"/>@<field name="alias_domain" class="oe_inline" readonly="1"/>
</div>
<button icon="fa-arrow-right" type="action" name="%(base_setup.action_general_configuration)d" string="Configure a custom domain" class="p-0 btn-link" attrs="{'invisible': [('alias_domain', '!=', False)]}"/>
invisible="not use_leads and not use_opportunities"/>
<div name="alias_def" invisible="not use_leads and not use_opportunities">
<field name="alias_id" string="Email Alias" class="oe_read_only" required="0"/>
<div class="oe_edit_only" name="edit_alias" dir="ltr">
<field name="alias_name" placeholder="alias" class="oe_inline"/>@
<field name="alias_domain_id" class="oe_inline" placeholder="e.g. mycompany.com"
options="{'no_create': True, 'no_open': True}"/>
</div>
</div>
<field name="alias_contact"
string="Accept Emails From"
attrs="{'invisible': [('use_leads', '=', False), ('use_opportunities', '=', False)]}"/>
invisible="not use_leads and not use_opportunities"/>
</xpath>
<xpath expr="//group[@name='right']" position="attributes">
<attribute name="string">Assignment Rules</attribute>
<attribute name="attrs">{'invisible': [('assignment_enabled', '=', False)]}</attribute>
<attribute name="invisible">not assignment_enabled</attribute>
</xpath>
<xpath expr="//group[@name='right']" position="inside">
<field name="assignment_enabled" invisible="1"/>
<field name="assignment_auto_enabled" invisible="1"/>
<field name="assignment_domain" widget="domain" string="Domain"
options="{'model': 'crm.lead', 'in_dialog': True}"
attrs="{'invisible': [('assignment_enabled', '=', False)]}"/>
<label for="lead_all_assigned_month_count" string="Assigned Leads Count"
attrs="{'invisible': [('assignment_enabled', '=', False)]}"/>
<div attrs="{'invisible': [('assignment_enabled', '=', False)]}">
<field name="lead_all_assigned_month_count" class="oe_inline"/> /
<field name="assignment_max" class="oe_inline"/>
<field name="lead_all_assigned_month_exceeded" invisible="1"/>
<div colspan="2">
<div class="o_crm_lead_all_assigned_month_exceeded" invisible="not lead_all_assigned_month_exceeded"/>
<div class="o_crm_lead_month_assignment text-muted" invisible="not assignment_enabled">
<i class="fa fa-info-circle me-2" title="Assigned Lead Count"/>
<field name="lead_all_assigned_month_count" class="oe_inline"/><span> leads assigned this month
on a maximum of </span><field name="assignment_max" class="oe_inline"/>
</div>
</div>
<field name="assignment_optout" attrs="{'invisible': [('assignment_auto_enabled', '=', False)]}"/>
<field name="assignment_domain" widget="domain" string="Domain"
options="{'foldable': True, 'model': 'crm.lead', 'in_dialog': True}"
invisible="not assignment_enabled"/>
<field name="assignment_optout" invisible="not assignment_auto_enabled"/>
</xpath>
<xpath expr="//field[@name='member_ids']" position="attributes">
<attribute name="attrs">{'invisible': [('assignment_enabled', '=', True)]}</attribute>
<attribute name="invisible">assignment_enabled</attribute>
</xpath>
<xpath expr="//field[@name='crm_team_member_ids']" position="attributes">
<attribute name="attrs">{'invisible': [('assignment_enabled', '=', False)]}</attribute>
<attribute name="invisible">not assignment_enabled</attribute>
</xpath>
</field>
</record>
@ -214,7 +213,7 @@
<record id="action_crm_tag_tree_view_salesteams_oppor11" model="ir.actions.act_window.view">
<field name="sequence" eval="1"/>
<field name="view_mode">tree</field>
<field name="view_mode">list</field>
<field name="view_id" ref="crm_case_tree_view_oppor"/>
<field name="act_window_id" ref="crm_case_form_view_salesteams_opportunity"/>
</record>
@ -222,7 +221,6 @@
<record id="action_opportunity_form" model="ir.actions.act_window">
<field name="name">New Opportunity</field>
<field name="res_model">crm.lead</field>
<field name="type">ir.actions.act_window</field>
<field name="view_mode">form</field>
<field name="view_id" ref="crm_lead_view_form"/>
<field name="domain">[('type','=','opportunity')]</field>
@ -247,56 +245,28 @@
<field name="arch" type="xml">
<data>
<xpath expr="//templates" position="before">
<field name="alias_id"/>
<field name="alias_name"/>
<field name="alias_domain"/>
<field name="use_opportunities"/>
<field name="use_leads"/>
</xpath>
<xpath expr="//div[hasclass('o_primary')]" position="after">
<div t-if="record.alias_name.value and record.alias_domain.value">
<xpath expr="//field[@name='name']" position="after">
<div class="ms-2" t-if="record.alias_name.value and record.alias_domain.value">
<span t-translation="off"><i class="fa fa-envelope-o" aria-label="Leads" title="Leads" role="img"></i>&amp;nbsp; <field name="alias_id"/></span>
</div>
</xpath>
<xpath expr="//t[@name='first_options']" position="after">
<div class="row" t-if="record.lead_unassigned_count.raw_value">
<div class="col-8">
<a name="%(crm_case_form_view_salesteams_lead)d" type="action" context="{'search_default_unassigned_leads': 1}">
<field name="lead_unassigned_count" class="me-1"/>
<t t-if="record.lead_unassigned_count.raw_value == 1">Unassigned Lead</t>
<t t-else="">Unassigned Leads</t>
</a>
</div>
</div>
<div class="row" t-if="record.opportunities_count.raw_value">
<div class="col-8">
<a name="%(crm_case_form_view_salesteams_opportunity)d" type="action" context="{'search_default_open_opportunities': True}"> <!-- context="{'search_default_probability': NOT or < 100}" -->
<field name="opportunities_count" class="me-1"/>
<t t-if="record.opportunities_count.raw_value == 1">Open Opportunity</t>
<t t-else="">Open Opportunities</t>
</a>
</div>
<div class="col-4 text-end text-truncate">
<field name="opportunities_amount" widget="monetary" options="{'currency_field': 'currency_id'}"/>
</div>
</div>
<div class="row" t-if="record.opportunities_overdue_count.raw_value">
<div class="col-8">
<a name="%(crm_lead_action_team_overdue_opportunity)d" type="action">
<field name="opportunities_overdue_count" class="me-1"/>
<t t-if="record.opportunities_overdue_count.raw_value == 1">Overdue Opportunity</t>
<t t-else="">Overdue Opportunities</t>
</a>
</div>
<div class="col-4 text-end text-truncate">
<field name="opportunities_overdue_amount" widget="monetary" options="{'currency_field': 'currency_id'}"/>
</div>
</div>
<xpath expr="//div[hasclass('crm_team_kanban_bottom')]/field" position="before">
<a name="action_open_unassigned_leads" type="object" class="ms-2 me-auto" invisible="not lead_unassigned_count">
<field name="lead_unassigned_count" class="me-1"/>Unassigned Leads
</a>
</xpath>
<xpath expr="//div[hasclass('o_kanban_manage_view')]/div[hasclass('o_kanban_card_manage_title')]" position="after">
<xpath expr="//div[@name='manage_view']" position="attributes">
<attribute name="class" add="col-5" remove="col-4"/>
</xpath>
<xpath expr="//div[@name='manage_view']/h5[hasclass('o_kanban_card_manage_title')]" position="after">
<div t-if="record.use_leads.raw_value" groups="crm.group_use_lead">
<a name="%(crm_case_form_view_salesteams_lead)d" type="action">
Leads
@ -308,8 +278,11 @@
</a>
</div>
</xpath>
<xpath expr="//div[hasclass('o_kanban_manage_new')]/div[hasclass('o_kanban_card_manage_title')]" position="after">
<xpath expr="//div[@name='manage_new']" position="attributes">
<attribute name="class" add="col-5" remove="col-4"/>
</xpath>
<xpath expr="//div[@name='manage_new']/h5[hasclass('o_kanban_card_manage_title')]" position="after">
<div t-if="record.use_leads.raw_value" groups="crm.group_use_lead">
<a name="%(crm_lead_action_open_lead_form)d" type="action">
Leads
@ -322,7 +295,10 @@
</div>
</xpath>
<xpath expr="//div[hasclass('o_kanban_manage_reports')]/div[hasclass('o_kanban_card_manage_title')]" position="after">
<xpath expr="//div[@name='manage_reports']" position="attributes">
<attribute name="class" add="col-5" remove="col-4"/>
</xpath>
<xpath expr="//div[@name='manage_reports']/h5[hasclass('o_kanban_card_manage_title')]" position="after">
<div t-if="record.use_leads.raw_value" groups="crm.group_use_lead">
<a name="%(action_report_crm_lead_salesteam)d" type="action">
Leads
@ -335,13 +311,11 @@
</div>
</xpath>
<xpath expr="//div[hasclass('o_kanban_manage_reports')]/div[@name='o_team_kanban_report_separator']" position="after">
<div name="activity_report">
<div t-if="record.use_opportunities.raw_value">
<a name="%(crm.crm_activity_report_action_team)d" type="action" style="color: #444B5A;">
Activities
</a>
</div>
<xpath expr="//div[@name='manage_reports']/div[@name='o_team_kanban_report_separator']" position="after">
<div t-if="record.use_opportunities.raw_value">
<a name="%(crm.crm_activity_report_action_team)d" type="action">
Activities
</a>
</div>
</xpath>
</data>