oca-ocb-sale/odoo-bringout-oca-ocb-sale/sale/views/crm_team_views.xml
Ernad Husremovic 73afc09215 19.0 vanilla
2026-03-09 09:32:12 +01:00

128 lines
5.6 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">list,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">list,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">list,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" id="invoiced_target">
<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="//div[@name='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>