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[IMP] sales_team: lint module

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PURPOSE

Prepare enhancements of sales team membership.

SPECIFICATIONS

Linting containing

  * reorder fields according to their use;
  * order methods according to guidelines (compute, CRUD, actions, tools);
  * fix some docstrings and typos;
  * remove unused imports and dead code;
  * rename files according to guidelines;
  * move views in their own file for mail.activity and assets;
  * correctly name data and demo files;
  * rename some inner methods to ease understanding;

LINKS

Task ID 2086889 (sales team enhancements)
Task ID 2234698 (preparation lint)
Community PR odoo/odoo#49520
This commit is contained in:
Thibault Delavallée
2020-04-14 11:53:08 +00:00
parent bc86d8c57d
commit 150095ebc7
10 changed files with 375 additions and 361 deletions
Download Patch File Download Diff File Expand all files Collapse all files
addons/sales_team/__manifest__.py
+16 -12
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@@ -1,26 +1,30 @@
# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
{
'name': 'Sales Teams',
'version': '1.0',
'category': 'Sales/Sales',
'summary': 'Sales Teams',
'description': """
Using this application you can manage Sales Teams with CRM and/or Sales
===========================================================================
Using this application you can manage Sales Teams with CRM and/or Sales
=======================================================================
""",
'website': 'https://www.odoo.com/page/crm',
'depends': ['base', 'mail'],
'data': ['security/sales_team_security.xml',
'security/ir.model.access.csv',
'data/sales_team_data.xml',
'views/crm_team_views.xml',
'views/sales_team_dashboard.xml',
'views/crm_tag_views.xml',
],
'demo': ['data/sales_team_demo.xml',
'data/crm_tag_demo.xml',
],
'data': [
'security/sales_team_security.xml',
'security/ir.model.access.csv',
'data/crm_team_data.xml',
'views/assets.xml',
'views/crm_tag_views.xml',
'views/crm_team_views.xml',
'views/mail_activity_views.xml',
],
'demo': [
'data/crm_team_demo.xml',
'data/crm_tag_demo.xml',
],
'installable': True,
'auto_install': False,
}
addons/sales_team/data/crm_tag_demo.xml
+36 -37
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@@ -1,39 +1,38 @@
<?xml version="1.0"?>
<odoo>
<data noupdate="1">
<odoo><data noupdate="1">
<!-- crm categories -->
<record id="categ_oppor1" model="crm.tag">
<field name="name">Product</field>
<field name="color" eval="1"/>
</record>
<record id="categ_oppor2" model="crm.tag">
<field name="name">Software</field>
<field name="color" eval="2"/>
</record>
<record id="categ_oppor3" model="crm.tag">
<field name="name">Services</field>
<field name="color" eval="3"/>
</record>
<record id="categ_oppor4" model="crm.tag">
<field name="name">Information</field>
<field name="color" eval="4"/>
</record>
<record id="categ_oppor5" model="crm.tag">
<field name="name">Design</field>
<field name="color" eval="5"/>
</record>
<record id="categ_oppor6" model="crm.tag">
<field name="name">Training</field>
<field name="color" eval="6"/>
</record>
<record id="categ_oppor7" model="crm.tag">
<field name="name">Consulting</field>
<field name="color" eval="7"/>
</record>
<record id="categ_oppor8" model="crm.tag">
<field name="name">Other</field>
<field name="color" eval="8"/>
</record>
</data>
</odoo>
<!-- crm categories -->
<record id="categ_oppor1" model="crm.tag">
<field name="name">Product</field>
<field name="color" eval="1"/>
</record>
<record id="categ_oppor2" model="crm.tag">
<field name="name">Software</field>
<field name="color" eval="2"/>
</record>
<record id="categ_oppor3" model="crm.tag">
<field name="name">Services</field>
<field name="color" eval="3"/>
</record>
<record id="categ_oppor4" model="crm.tag">
<field name="name">Information</field>
<field name="color" eval="4"/>
</record>
<record id="categ_oppor5" model="crm.tag">
<field name="name">Design</field>
<field name="color" eval="5"/>
</record>
<record id="categ_oppor6" model="crm.tag">
<field name="name">Training</field>
<field name="color" eval="6"/>
</record>
<record id="categ_oppor7" model="crm.tag">
<field name="name">Consulting</field>
<field name="color" eval="7"/>
</record>
<record id="categ_oppor8" model="crm.tag">
<field name="name">Other</field>
<field name="color" eval="8"/>
</record>
</data></odoo>
addons/sales_team/data/sales_team_data.xml → addons/sales_team/data/crm_team_data.xml
View File
addons/sales_team/data/sales_team_demo.xml → addons/sales_team/data/crm_team_demo.xml
View File
addons/sales_team/models/crm_team.py
+77 -62
View File
@@ -1,16 +1,15 @@
# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
from babel.dates import format_date
from datetime import date, datetime
from dateutil.relativedelta import relativedelta
import json
from babel.dates import format_date
from datetime import date
from dateutil.relativedelta import relativedelta
from odoo import api, fields, models, _
from odoo.exceptions import AccessError, UserError
from odoo.exceptions import UserError
from odoo.release import version
from odoo.tools import DEFAULT_SERVER_DATE_FORMAT as DF
class CrmTeam(models.Model):
@@ -38,32 +37,29 @@ class CrmTeam(models.Model):
name = fields.Char('Sales Team', required=True, translate=True)
sequence = fields.Integer('Sequence', default=10)
active = fields.Boolean(default=True, help="If the active field is set to false, it will allow you to hide the Sales Team without removing it.")
company_id = fields.Many2one('res.company', string='Company',
default=lambda self: self.env.company, index=True)
company_id = fields.Many2one(
'res.company', string='Company', index=True,
default=lambda self: self.env.company)
currency_id = fields.Many2one(
"res.currency", related='company_id.currency_id',
string="Currency", readonly=True)
"res.currency", string="Currency",
related='company_id.currency_id', readonly=True)
user_id = fields.Many2one('res.users', string='Team Leader', check_company=True)
# memberships
member_ids = fields.One2many(
'res.users', 'sale_team_id', string='Channel Members', check_company=True,
domain=[('share', '=', False)],
'res.users', 'sale_team_id', string='Channel Members',
check_company=True, domain=[('share', '=', False)],
help="Add members to automatically assign their documents to this sales team. You can only be member of one team.")
# UX options
color = fields.Integer(string='Color Index', help="The color of the channel")
favorite_user_ids = fields.Many2many(
'res.users', 'team_favorite_user_rel', 'team_id', 'user_id',
string='Favorite Members',
default=_get_default_favorite_user_ids)
string='Favorite Members', default=_get_default_favorite_user_ids)
is_favorite = fields.Boolean(
string='Show on dashboard',
compute='_compute_is_favorite', inverse='_inverse_is_favorite',
string='Show on dashboard', compute='_compute_is_favorite', inverse='_inverse_is_favorite',
help="Favorite teams to display them in the dashboard and access them easily.")
color = fields.Integer(string='Color Index', help="The color of the channel")
dashboard_button_name = fields.Char(string="Dashboard Button", compute='_compute_dashboard_button_name')
dashboard_graph_data = fields.Text(compute='_compute_dashboard_graph')
def _compute_dashboard_graph(self):
for team in self:
team.dashboard_graph_data = json.dumps(team._get_graph())
def _compute_is_favorite(self):
for team in self:
team.is_favorite = self.env.user in team.favorite_user_ids
@@ -75,6 +71,65 @@ class CrmTeam(models.Model):
(sudoed_self - to_fav).write({'favorite_user_ids': [(3, self.env.uid)]})
return True
def _compute_dashboard_button_name(self):
""" Sets the adequate dashboard button name depending on the Sales Team's options
"""
for team in self:
team.dashboard_button_name = _("Big Pretty Button :)") # placeholder
def _compute_dashboard_graph(self):
for team in self:
team.dashboard_graph_data = json.dumps(team._get_dashboard_graph_data())
# ------------------------------------------------------------
# CRUD
# ------------------------------------------------------------
@api.model
def create(self, values):
team = super(CrmTeam, self.with_context(mail_create_nosubscribe=True)).create(values)
if values.get('member_ids'):
team._add_members_to_favorites()
return team
def write(self, values):
res = super(CrmTeam, self).write(values)
if values.get('member_ids'):
self._add_members_to_favorites()
return res
def unlink(self):
default_teams = [
self.env.ref('sales_team.salesteam_website_sales'),
self.env.ref('sales_team.pos_sales_team'),
self.env.ref('sales_team.ebay_sales_team')
]
for team in self:
if team in default_teams:
raise UserError(_('Cannot delete default team "%s"' % (team.name)))
return super(CrmTeam,self).unlink()
# ------------------------------------------------------------
# ACTIONS
# ------------------------------------------------------------
def action_primary_channel_button(self):
""" Skeleton function to be overloaded It will return the adequate action
depending on the Sales Team's options. """
return False
# ------------------------------------------------------------
# TOOLS
# ------------------------------------------------------------
def _add_members_to_favorites(self):
for team in self:
team.favorite_user_ids = [(4, member.id) for member in team.member_ids]
# ------------------------------------------------------------
# GRAPH
# ------------------------------------------------------------
def _graph_get_model(self):
""" skeleton function defined here because it'll be called by crm and/or sale
"""
@@ -146,7 +201,7 @@ class CrmTeam(models.Model):
self._cr.execute(query, [self.id, start_date, end_date] + where_clause_params)
return self.env.cr.dictfetchall()
def _get_graph(self):
def _get_dashboard_graph_data(self):
def get_week_name(start_date, locale):
""" Generates a week name (string) from a datetime according to the locale:
E.g.: locale start_date (datetime) return string
@@ -183,43 +238,3 @@ class CrmTeam(models.Model):
[graph_title, graph_key] = self._graph_title_and_key()
color = '#875A7B' if '+e' in version else '#7c7bad'
return [{'values': values, 'area': True, 'title': graph_title, 'key': graph_key, 'color': color}]
def _compute_dashboard_button_name(self):
""" Sets the adequate dashboard button name depending on the Sales Team's options
"""
for team in self:
team.dashboard_button_name = _("Big Pretty Button :)") # placeholder
def action_primary_channel_button(self):
""" skeleton function to be overloaded
It will return the adequate action depending on the Sales Team's options
"""
return False
@api.model
def create(self, values):
team = super(CrmTeam, self.with_context(mail_create_nosubscribe=True)).create(values)
if values.get('member_ids'):
team._add_members_to_favorites()
return team
def write(self, values):
res = super(CrmTeam, self).write(values)
if values.get('member_ids'):
self._add_members_to_favorites()
return res
def unlink(self):
default_teams = [
self.env.ref('sales_team.salesteam_website_sales'),
self.env.ref('sales_team.pos_sales_team'),
self.env.ref('sales_team.ebay_sales_team')
]
for team in self:
if team in default_teams:
raise UserError(_('Cannot delete default team "%s"' % (team.name)))
return super(CrmTeam,self).unlink()
def _add_members_to_favorites(self):
for team in self:
team.favorite_user_ids = [(4, member.id) for member in team.member_ids]
addons/sales_team/models/res_users.py
+1 -1
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@@ -1,7 +1,7 @@
# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
from odoo import api, fields, models
from odoo import fields, models
class ResUsers(models.Model):
addons/sales_team/views/assets.xml
+8
View File
@@ -0,0 +1,8 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<template id="assets_backend" name="sales_team assets" inherit_id="web.assets_backend">
<xpath expr="." position="inside">
<link rel="stylesheet" type="text/scss" href="/sales_team/static/src/scss/sales_team_dashboard.scss"/>
</xpath>
</template>
</odoo>
addons/sales_team/views/crm_team_views.xml
+228 -166
View File
@@ -1,182 +1,244 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<odoo><data>
<!-- Sales Teams Search view -->
<record id="crm_team_salesteams_search" model="ir.ui.view">
<field name="name">Sales Teams - 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"/>
<group expand="0" string="Group By...">
<filter string="Team Leader" name="team_leader" domain="[]" context="{'group_by':'user_id'}"/>
</group>
</search>
</field>
</record>
<record id="crm_team_salesteams_search" model="ir.ui.view">
<field name="name">Sales Teams - 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"/>
<group expand="0" string="Group By...">
<filter string="Team Leader" name="team_leader" domain="[]" context="{'group_by':'user_id'}"/>
</group>
</search>
</field>
</record>
<!-- Sales Teams Action -->
<record id="crm_team_salesteams_act" 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="view_id" ref="crm_team_salesteams_search"/>
<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_salesteams_pipelines_act" model="ir.actions.act_window">
<field name="name">Team Pipelines</field>
<field name="res_model">crm.team</field>
<field name="view_mode">kanban,form</field>
<field name="view_id" ref="crm_team_salesteams_search"/>
<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>
<!-- Sales Teams Form View -->
<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">
<sheet>
<div class="oe_button_box" name="button_box"/>
<widget name="web_ribbon" title="Archived" bg_color="bg-danger" attrs="{'invisible': [('active', '=', True)]}"/>
<div class="oe_title">
<label for="name" class="oe_edit_only" string="Sales Team"/>
<h1>
<field name="name" placeholder="Sales Team name..."/>
</h1>
<div name="options_active" />
</div>
<group>
<group name="left">
<field name="active" invisible="1"/>
<field name="user_id" domain="[('share', '=', False)]"/>
<field name="company_id" options="{'no_create': True}" groups="base.group_multi_company"/>
<field name="currency_id" invisible="1"/>
</group>
<group name="right">
</group>
<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">
<sheet>
<div class="oe_button_box" name="button_box"/>
<widget name="web_ribbon" title="Archived" bg_color="bg-danger" attrs="{'invisible': [('active', '=', True)]}"/>
<div class="oe_title">
<label for="name" class="oe_edit_only" string="Sales Team"/>
<h1>
<field name="name" placeholder="Sales Team name..."/>
</h1>
<div name="options_active" />
</div>
<group>
<group name="left">
<field name="active" invisible="1"/>
<field name="user_id" domain="[('share', '=', False)]"/>
<field name="company_id" options="{'no_create': True}" groups="base.group_multi_company"/>
<field name="currency_id" invisible="1"/>
</group>
<notebook>
<page name="members" string="Team Members" >
<field name="member_ids" widget="many2many" options="{'not_delete': True}">
<kanban quick_create="false" create="true" delete="true">
<field name="id"/>
<field name="name"/>
<templates>
<t t-name="kanban-box">
<div class="oe_kanban_global_click" style="max-width: 200px">
<div class="o_kanban_record_top">
<img t-att-src="kanban_image('res.users', 'image_128', record.id.raw_value)" class="oe_avatar oe_kanban_avatar_smallbox o_image_40_cover mb0" alt="Avatar"/>
<div class="o_kanban_record_headings ml8">
<strong class="o_kanban_record_title"><field name="name"/></strong>
</div>
<group name="right">
</group>
</group>
<notebook>
<page name="members" string="Team Members" >
<field name="member_ids" widget="many2many" options="{'not_delete': True}">
<kanban quick_create="false" create="true" delete="true">
<field name="id"/>
<field name="name"/>
<templates>
<t t-name="kanban-box">
<div class="oe_kanban_global_click" style="max-width: 200px">
<div class="o_kanban_record_top">
<img t-att-src="kanban_image('res.users', 'image_128', record.id.raw_value)" class="oe_avatar oe_kanban_avatar_smallbox o_image_40_cover mb0" alt="Avatar"/>
<div class="o_kanban_record_headings ml8">
<strong class="o_kanban_record_title"><field name="name"/></strong>
</div>
</div>
</t>
</templates>
</kanban>
</field>
</page>
</notebook>
</sheet>
<div class="oe_chatter">
<field name="message_follower_ids" widget="mail_followers" help="Follow this salesteam to automatically track the events associated to users of this team."/>
<field name="message_ids" widget="mail_thread"/>
</div>
</form>
</field>
</record>
</div>
</t>
</templates>
</kanban>
</field>
</page>
</notebook>
</sheet>
<div class="oe_chatter">
<field name="message_follower_ids" widget="mail_followers" help="Follow this salesteam to automatically track the events associated to users of this team."/>
<field name="message_ids" widget="mail_thread"/>
</div>
</form>
</field>
</record>
<!-- Sales Teams Tree View -->
<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="field_parent">child_ids</field>
<field name="arch" type="xml">
<tree string="Sales Team">
<field name="sequence" widget="handle"/>
<field name="name"/>
<field name="active" invisible="1"/>
<field name="user_id"/>
<field name="company_id" groups="base.group_multi_company"/>
</tree>
</field>
</record>
<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="field_parent">child_ids</field>
<field name="arch" type="xml">
<tree string="Sales Team">
<field name="sequence" widget="handle"/>
<field name="name"/>
<field name="active" invisible="1"/>
<field name="user_id"/>
<field name="company_id" groups="base.group_multi_company"/>
</tree>
</field>
</record>
<!-- Sales Teams Kanban View -->
<record id="crm_team_view_kanban" model="ir.ui.view">
<field name="name">crm.team.kanban</field>
<field name="model">crm.team</field>
<field name="arch" type="xml">
<kanban class="o_kanban_mobile">
<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>
<record id="crm_team_view_kanban" model="ir.ui.view">
<field name="name">crm.team.kanban</field>
<field name="model">crm.team</field>
<field name="arch" type="xml">
<kanban class="o_kanban_mobile">
<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-right"><field name="user_id"/></span>
</div>
</div>
</div>
</t>
</templates>
</kanban>
</field>
</record>
<!-- Case Teams Salesteams dashboard view -->
<record id="crm_team_salesteams_view_kanban" model="ir.ui.view" >
<field name="name">crm.team.dashboard</field>
<field name="model">crm.team</field>
<field name="arch" type="xml">
<kanban class="oe_background_grey o_kanban_dashboard o_salesteam_kanban" create="0">
<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-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"><field name="name"/></div>
</div>
<div class="o_kanban_manage_button_section">
<a class="o_kanban_manage_toggle_button" href="#"><i class="fa fa-ellipsis-v" role="img" aria-label="Manage" title="Manage"/></a>
</div>
</div>
<div class="container o_kanban_card_content">
<div class="row o_kanban_card_upper_content">
<div class="col-5 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-6">
<span class="float-right"><field name="user_id"/></span>
<div class="col-7 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 class="col-12 o_kanban_primary_bottom bottom_block">
</div>
</div>
</div><div class="container o_kanban_card_manage_pane dropdown-menu" role="menu">
<div class="row">
<div class="col-4 o_kanban_card_manage_section o_kanban_manage_view">
<div role="menuitem" class="o_kanban_card_manage_title">
<span>View</span>
</div>
</div>
<div class="col-4 o_kanban_card_manage_section o_kanban_manage_new">
<div role="menuitem" class="o_kanban_card_manage_title">
<span>New</span>
</div>
</div>
<div class="col-4 o_kanban_card_manage_section o_kanban_manage_reports">
<div role="menuitem" class="o_kanban_card_manage_title">
<span>Reporting</span>
</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 text-right">
<a type="edit">Settings</a>
</div>
</div>
</div>
</t>
</templates>
</kanban>
</field>
</record>
</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>
<!-- add css / js -->
<template id="assets_backend" name="sales_team assets" inherit_id="web.assets_backend">
<xpath expr="." position="inside">
<link rel="stylesheet" type="text/scss" href="/sales_team/static/src/scss/sales_team_dashboard.scss"/>
</xpath>
</template>
<!-- Sales Teams Actions -->
<record id="crm_team_salesteams_act" 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="view_id" ref="crm_team_salesteams_search"/>
<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="sales_team_config_action" 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="view_id" ref="crm_team_salesteams_search"/>
<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_salesteams_pipelines_act" model="ir.actions.act_window">
<field name="name">Team Pipelines</field>
<field name="res_model">crm.team</field>
<field name="view_mode">kanban,form</field>
<field name="view_id" ref="crm_team_salesteams_search"/>
<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="mail_activity_type_action_config_sales" model="ir.actions.act_window">
<field name="name">Activity Types</field>
<field name="res_model">mail.activity.type</field>
<field name="view_mode">tree,form</field>
<field name="domain">['|', ('res_model_id', '=', False), ('res_model_id.model', '=', 'res.partner')]</field>
</record>
</data>
<record id="sales_team_config_action" 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="view_id" ref="crm_team_salesteams_search"/>
<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>
</data>
</odoo>
addons/sales_team/views/mail_activity_views.xml
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record id="mail_activity_type_action_config_sales" model="ir.actions.act_window">
<field name="name">Activity Types</field>
<field name="res_model">mail.activity.type</field>
<field name="view_mode">tree,form</field>
<field name="domain">['|', ('res_model_id', '=', False), ('res_model_id.model', '=', 'res.partner')]</field>
</record>
</odoo>
addons/sales_team/views/sales_team_dashboard.xml
-83
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@@ -1,83 +0,0 @@
<odoo>
<!-- Case Teams Salesteams dashboard view -->
<record id="crm_team_salesteams_view_kanban" model="ir.ui.view" >
<field name="name">crm.team.dashboard</field>
<field name="model">crm.team</field>
<field name="arch" type="xml">
<kanban class="oe_background_grey o_kanban_dashboard o_salesteam_kanban" create="0">
<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-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"><field name="name"/></div>
</div>
<div class="o_kanban_manage_button_section">
<a class="o_kanban_manage_toggle_button" href="#"><i class="fa fa-ellipsis-v" role="img" aria-label="Manage" title="Manage"/></a>
</div>
</div>
<div class="container o_kanban_card_content">
<div class="row o_kanban_card_upper_content">
<div class="col-5 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-7 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 class="col-12 o_kanban_primary_bottom bottom_block">
</div>
</div>
</div><div class="container o_kanban_card_manage_pane dropdown-menu" role="menu">
<div class="row">
<div class="col-4 o_kanban_card_manage_section o_kanban_manage_view">
<div role="menuitem" class="o_kanban_card_manage_title">
<span>View</span>
</div>
</div>
<div class="col-4 o_kanban_card_manage_section o_kanban_manage_new">
<div role="menuitem" class="o_kanban_card_manage_title">
<span>New</span>
</div>
</div>
<div class="col-4 o_kanban_card_manage_section o_kanban_manage_reports">
<div role="menuitem" class="o_kanban_card_manage_title">
<span>Reporting</span>
</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 text-right">
<a type="edit">Settings</a>
</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>
</odoo>