From 8bf6b530d2c573e303d9111f601aa60ad65d4f89 Mon Sep 17 00:00:00 2001
From: Jay Patel <jpa@odoo.com>
Date: Thu, 18 Jun 2015 14:07:52 +0530
Subject: [PATCH] [IMP] sale, sales_team, crm: usability improvements

- sales_team: remove field note, usability improvement in kanban and form views
- crm: in crm.stage remove default_case, sequence and legend_priority fields and remove default stage_ids + some fields in technical group
- sale: add field use_invoices on sales_team and display links in dashboard according to this new field
---
 addons/crm/__openerp__.py                     |  1 +
 addons/crm/crm.py                             |  5 +-
 addons/crm/crm_lead.py                        |  9 ++-
 addons/crm/crm_lead_data.xml                  | 68 -------------------
 addons/crm/crm_lead_view.xml                  |  2 +-
 addons/crm/crm_view.xml                       |  7 +-
 addons/crm/data/crm_stage_demo.xml            | 67 ++++++++++++++++++
 addons/crm/sales_team.py                      |  5 --
 addons/crm/sales_team_view.xml                |  4 +-
 addons/crm/test/lead2opportunity2win.yml      | 13 ----
 .../crm_partner_assign_data.xml               |  2 -
 addons/sale/sales_team.py                     |  9 +--
 addons/sale/sales_team_dashboard.xml          | 43 ++++++------
 addons/sale/sales_team_view.xml               |  6 +-
 addons/sales_team/sales_team.py               |  1 -
 addons/sales_team/sales_team.xml              | 17 ++---
 addons/sales_team/sales_team_dashboard.xml    |  1 -
 17 files changed, 118 insertions(+), 142 deletions(-)
 create mode 100644 addons/crm/data/crm_stage_demo.xml

diff --git a/addons/crm/__openerp__.py b/addons/crm/__openerp__.py
index 6c15e7d674a..11794a9158c 100644
--- a/addons/crm/__openerp__.py
+++ b/addons/crm/__openerp__.py
@@ -77,6 +77,7 @@ Dashboard for CRM will include:
         'sales_team_dashboard.xml',
     ],
     'demo': [
+        'data/crm_stage_demo.xml',
         'crm_demo.xml',
         'crm_lead_demo.xml',
         'data/crm_action_demo.xml',
diff --git a/addons/crm/crm.py b/addons/crm/crm.py
index bd9c80581b5..e7b07dbc753 100644
--- a/addons/crm/crm.py
+++ b/addons/crm/crm.py
@@ -27,11 +27,9 @@ class crm_stage(osv.Model):
         'sequence': fields.integer('Sequence', help="Used to order stages. Lower is better."),
         'probability': fields.float('Probability (%)', required=True, help="This percentage depicts the default/average probability of the Case for this stage to be a success"),
         'on_change': fields.boolean('Change Probability Automatically', help="Setting this stage will change the probability automatically on the opportunity."),
-        'requirements': fields.text('Requirements'),
+        'requirements': fields.text('Requirements', help="Enter here the internal requirements for this stage (ex: Offer sent to customer). It will appear as a tooltip over the stage's name."),
         'team_ids': fields.many2many('crm.team', 'crm_team_stage_rel', 'stage_id', 'team_id', string='Teams',
                         help="Link between stages and sales teams. When set, this limitate the current stage to the selected sales teams."),
-        'case_default': fields.boolean('Default to New Sales Team',
-                        help="If you check this field, this stage will be proposed by default on each sales team. It will not assign this stage to existing teams."),
         'legend_priority': fields.text(
             'Priority Management Explanation', translate=True,
             help='Explanation text to help users using the star and priority mechanism on stages or issues that are in this stage.'),
@@ -48,5 +46,4 @@ class crm_stage(osv.Model):
         'probability': 1.0,
         'fold': False,
         'type': 'both',
-        'case_default': True,
     }
diff --git a/addons/crm/crm_lead.py b/addons/crm/crm_lead.py
index cf471442247..5f3da3ad81f 100644
--- a/addons/crm/crm_lead.py
+++ b/addons/crm/crm_lead.py
@@ -88,7 +88,7 @@ class crm_lead(format_address, osv.osv):
             order = "%s desc" % order
         # retrieve team_id from the context and write the domain
         # - ('id', 'in', 'ids'): add columns that should be present
-        # - OR ('case_default', '=', True), ('fold', '=', False): add default columns that are not folded
+        # - OR ('fold', '=', False): add default columns that are not folded
         # - OR ('team_ids', '=', team_id), ('fold', '=', False) if team_id: add team columns that are not folded
         search_domain = []
         team_id = self.pool['crm.team']._resolve_team_id_from_context(cr, uid, context=context)
@@ -96,7 +96,7 @@ class crm_lead(format_address, osv.osv):
             search_domain += ['|', ('team_ids', '=', team_id)]
             search_domain += [('id', 'in', ids)]
         else:
-            search_domain += ['|', ('id', 'in', ids), ('case_default', '=', True)]
+            search_domain += [('id', 'in', ids)]
         # retrieve type from the context (if set: choose 'type' or 'both')
         type = self._resolve_type_from_context(cr, uid, context=context)
         if type:
@@ -324,13 +324,12 @@ class crm_lead(format_address, osv.osv):
                 team_ids.add(lead.team_id.id)
             if lead.type not in types:
                 types.append(lead.type)
-        # OR all team_ids and OR with case_default
+        # OR all team_ids
         search_domain = []
         if team_ids:
-            search_domain += [('|')] * len(team_ids)
+            search_domain += [('|')] * (len(team_ids) - 1)
             for team_id in team_ids:
                 search_domain.append(('team_ids', '=', team_id))
-        search_domain.append(('case_default', '=', True))
         # AND with cases types
         if not avoid_add_type_term:
             search_domain.append(('type', 'in', types))
diff --git a/addons/crm/crm_lead_data.xml b/addons/crm/crm_lead_data.xml
index cd9a0cd8ebc..c68a9f1ceb5 100644
--- a/addons/crm/crm_lead_data.xml
+++ b/addons/crm/crm_lead_data.xml
@@ -1,74 +1,6 @@
 <?xml version="1.0"?>
 <openerp>
     <data noupdate="1">
-
-        <!-- Crm stages -->
-        <record model="crm.stage" id="stage_lead1">
-            <field name="name">New</field>
-            <field name="case_default">1</field>
-            <field name="probability">0</field>
-            <field name="on_change">1</field>
-            <field name="sequence">1</field>
-            <field name="type">both</field>
-        </record>
-        <record model="crm.stage" id="stage_lead2">
-            <field name="name">Dead</field>
-            <field name="case_default">1</field>
-            <field name="fold">1</field>
-            <field name="probability">0</field>
-            <field name="on_change">1</field>
-            <field name="sequence">30</field>
-            <field name="type">lead</field>
-        </record>
-        <record model="crm.stage" id="stage_lead3">
-            <field name="name">Qualification</field>
-            <field name="case_default">1</field>
-            <field name="probability">20</field>
-            <field name="on_change">1</field>
-            <field name="sequence">40</field>
-            <field name="type">opportunity</field>
-        </record>
-        <record model="crm.stage" id="stage_lead4">
-            <field name="name">Proposition</field>
-            <field name="case_default">1</field>
-            <field name="probability">40</field>
-            <field name="on_change">1</field>
-            <field name="sequence">50</field>
-            <field name="type">opportunity</field>
-        </record>
-        <record model="crm.stage" id="stage_lead5">
-            <field name="name">Negotiation</field>
-            <field name="case_default">1</field>
-            <field name="probability">60</field>
-            <field name="on_change">1</field>
-            <field name="sequence">60</field>
-            <field name="type">opportunity</field>
-        </record>
-        <record model="crm.stage" id="stage_lead6">
-            <field name="name">Won</field>
-            <field name="case_default">1</field>
-            <field name="fold">1</field>
-            <field name="probability">100</field>
-            <field name="on_change">1</field>
-            <field name="sequence">70</field>
-            <field name="type">opportunity</field>
-        </record>
-        <record model="crm.stage" id="stage_lead7">
-            <field name="name">Lost</field>
-            <field name="case_default">1</field>
-            <field name="fold">1</field>
-            <field name="probability">0</field>
-            <field name="on_change">1</field>
-            <field name="sequence">80</field>
-            <field name="type">opportunity</field>
-        </record>
-        
-        <record model="crm.team" id="sales_team.team_sales_department">
-            <field name="stage_ids" eval="[ (4, ref('stage_lead1')), (4, ref('stage_lead2')),
-                                            (4, ref('stage_lead3')), (4, ref('stage_lead4')),
-                                            (4, ref('stage_lead5')), (4, ref('stage_lead6')),
-                                            (4, ref('stage_lead7'))]"/>
-        </record>
         
         <!--  crm categories -->
         <record model="crm.lead.tag" id="categ_oppor1">
diff --git a/addons/crm/crm_lead_view.xml b/addons/crm/crm_lead_view.xml
index 48df360b719..5ba5b7412ac 100644
--- a/addons/crm/crm_lead_view.xml
+++ b/addons/crm/crm_lead_view.xml
@@ -107,7 +107,7 @@
                     <button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
                             help="Convert to Opportunity" class="oe_highlight"/>
                     <field name="stage_id" widget="statusbar" clickable="True"
-                            domain="['&amp;', '|', ('case_default', '=', True), ('team_ids', '=', team_id), '|', ('type', '=', type), ('type', '=', 'both')]"
+                            domain="['&amp;', ('team_ids', '=', team_id), '|', ('type', '=', type), ('type', '=', 'both')]"
                             options="{'fold_field': 'fold'}"
                             on_change="onchange_stage_id(stage_id)"/>
                 </header>
diff --git a/addons/crm/crm_view.xml b/addons/crm/crm_view.xml
index e0d05083a19..4335003c8fd 100644
--- a/addons/crm/crm_view.xml
+++ b/addons/crm/crm_view.xml
@@ -76,22 +76,19 @@
                     <group>
                         <group>
                             <field name="name"/>
-                            <field name="sequence"/>
                             <field name="type"/>
                             <field name="on_change"/>
                             <label for="probability" attrs="{'invisible': [('on_change', '=', False)]}"/>
                             <div attrs="{'invisible': [('on_change', '=', False)]}">
                                 <field name="probability"/>
                                 <p class="text-muted">
-                                    A stage will be considered as 'Won' if the probability is 100% and if 'Change Probability Automatically' is true. The sequence should be greater than 1.<br/>
-                                    A stage will be considered as 'Lost' or 'Dead' if the probability is 0% and if 'Change Probability Automatically' is true. The sequence should be greater than 1.
+                                    A stage will be considered as 'Won' if the probability is 100% and if 'Change Probability Automatically' is true.<br/>
+                                    A stage will be considered as 'Lost' or 'Dead' if the probability is 0% and if 'Change Probability Automatically' is true.
                                 </p>
                             </div>
-                            <field name="case_default" groups="base.group_multi_salesteams"/>
                         </group>
                         <group>
                             <field name="fold"/>
-                            <field name="legend_priority"/>
                         </group>
                     </group>
                     <separator string="Requirements"/>
diff --git a/addons/crm/data/crm_stage_demo.xml b/addons/crm/data/crm_stage_demo.xml
new file mode 100644
index 00000000000..72d548f2661
--- /dev/null
+++ b/addons/crm/data/crm_stage_demo.xml
@@ -0,0 +1,67 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+
+        <!-- Crm stages -->
+        <record model="crm.stage" id="stage_lead1">
+            <field name="name">New</field>
+            <field name="probability">0</field>
+            <field name="on_change">1</field>
+            <field name="sequence">1</field>
+            <field name="type">both</field>
+        </record>
+        <record model="crm.stage" id="stage_lead2">
+            <field name="name">Dead</field>
+            <field name="fold">1</field>
+            <field name="probability">0</field>
+            <field name="on_change">1</field>
+            <field name="sequence">30</field>
+            <field name="type">lead</field>
+        </record>
+        <record model="crm.stage" id="stage_lead3">
+            <field name="name">Qualification</field>
+            <field name="probability">20</field>
+            <field name="on_change">1</field>
+            <field name="sequence">40</field>
+            <field name="type">opportunity</field>
+        </record>
+        <record model="crm.stage" id="stage_lead4">
+            <field name="name">Proposition</field>
+            <field name="probability">40</field>
+            <field name="on_change">1</field>
+            <field name="sequence">50</field>
+            <field name="type">opportunity</field>
+        </record>
+        <record model="crm.stage" id="stage_lead5">
+            <field name="name">Negotiation</field>
+            <field name="probability">60</field>
+            <field name="on_change">1</field>
+            <field name="sequence">60</field>
+            <field name="type">opportunity</field>
+        </record>
+        <record model="crm.stage" id="stage_lead6">
+            <field name="name">Won</field>
+            <field name="fold">1</field>
+            <field name="probability">100</field>
+            <field name="on_change">1</field>
+            <field name="sequence">70</field>
+            <field name="type">opportunity</field>
+        </record>
+        <record model="crm.stage" id="stage_lead7">
+            <field name="name">Lost</field>
+            <field name="fold">1</field>
+            <field name="probability">0</field>
+            <field name="on_change">1</field>
+            <field name="sequence">80</field>
+            <field name="type">opportunity</field>
+        </record>
+
+        <record model="crm.team" id="sales_team.team_sales_department">
+            <field name="stage_ids" eval="[ (4, ref('stage_lead1')), (4, ref('stage_lead2')),
+                                            (4, ref('stage_lead3')), (4, ref('stage_lead4')),
+                                            (4, ref('stage_lead5')), (4, ref('stage_lead6')),
+                                            (4, ref('stage_lead7'))]"/>
+        </record>
+
+    </data>
+</odoo>
diff --git a/addons/crm/sales_team.py b/addons/crm/sales_team.py
index 69907b2b4a0..288bbe0db33 100644
--- a/addons/crm/sales_team.py
+++ b/addons/crm/sales_team.py
@@ -21,12 +21,7 @@ class crm_team(osv.Model):
         return self.pool.get('mail.alias').migrate_to_alias(cr, self._name, self._table, super(crm_team, self)._auto_init,
             'crm.lead', self._columns['alias_id'], 'name', alias_prefix='Lead+', alias_defaults={}, context=context)
 
-    def _get_stage_common(self, cr, uid, context):
-        ids = self.pool.get('crm.stage').search(cr, uid, [('case_default', '=', 1)], context=context)
-        return ids
-
     _defaults = {
-        'stage_ids': _get_stage_common,
         'use_leads': True,
         'use_opportunities': True,
     }
diff --git a/addons/crm/sales_team_view.xml b/addons/crm/sales_team_view.xml
index 74e3b1bc347..acd833e5b60 100644
--- a/addons/crm/sales_team_view.xml
+++ b/addons/crm/sales_team_view.xml
@@ -89,12 +89,12 @@
                         <field name="use_opportunities" class="oe_inline"/><label for="use_opportunities"/>
                     </xpath>
                     <xpath expr="//page[@name='members']" position="after">
-                        <page string="Stages">
+                        <page string="Stages" groups="base.group_no_one">
                             <separator string="Select Stages for this Sales Team"/>
                                 <field name="stage_ids"/>
                         </page>
                    </xpath>
-                   <xpath expr="//field[@name='active']" position="before">
+                   <xpath expr="//group[@name='sales_team_more_info']" position="inside">
                         <group name="alias_info" string="Leads Email Alias" class="oe_inline" attrs="{'invisible': [('alias_domain', '=', False)]}">
                             <label for="alias_name" string="Email Alias"
                                 attrs="{'invisible': [('alias_domain', '=', False)]}"/>
diff --git a/addons/crm/test/lead2opportunity2win.yml b/addons/crm/test/lead2opportunity2win.yml
index a86ebf9d3d4..749eb9b66ad 100644
--- a/addons/crm/test/lead2opportunity2win.yml
+++ b/addons/crm/test/lead2opportunity2win.yml
@@ -38,19 +38,6 @@
 -
   !python {model: crm.lead}: |
     self.message_post(cr, uid, [ref('crm_case_3')], subject='Test note', body='Détails envoyés par le client sur ​​le FAX pour la qualité')
--
-  I win this opportunity
--
-  !python {model: crm.lead}: |
-    self.case_mark_won(cr, uid, [ref("crm_case_3")])
--
-  I check details of the opportunity after having won the opportunity.
--
-  !python {model: crm.lead}: |
-    lead = self.browse(cr, uid, ref('crm_case_3'))
-    assert lead.stage_id.id == ref('crm.stage_lead6'), "Opportunity stage should be 'Won'."
-    assert lead.stage_id.probability == 100.0, "Opportunity is not 'done'"
-    assert lead.probability == 100.0, "Revenue probability should be 100.0!"
 -
   I convert mass lead into opportunity customer.
 -
diff --git a/addons/crm_partner_assign/crm_partner_assign_data.xml b/addons/crm_partner_assign/crm_partner_assign_data.xml
index d97542064ec..9afe8e754eb 100644
--- a/addons/crm_partner_assign/crm_partner_assign_data.xml
+++ b/addons/crm_partner_assign/crm_partner_assign_data.xml
@@ -3,14 +3,12 @@
     <data>
         <record model="crm.stage" id="stage_portal_lead_assigned">
             <field name="name">Assigned</field>
-            <field eval="1" name="case_default"/>
             <field eval="10" name="probability"/>
             <field eval="12" name="sequence"/>
             <field name="type">lead</field>
         </record>
         <record model="crm.stage" id="stage_portal_lead_recycle">
             <field name="name">To Recycle</field>
-            <field eval="1" name="case_default"/>
             <field eval="5" name="probability"/>
             <field eval="11" name="sequence"/>
             <field name="type">lead</field>
diff --git a/addons/sale/sales_team.py b/addons/sale/sales_team.py
index f9998b467d0..6ca64121fe4 100644
--- a/addons/sale/sales_team.py
+++ b/addons/sale/sales_team.py
@@ -27,12 +27,13 @@ class crm_team(osv.Model):
 
     _columns = {
         'use_quotations': fields.boolean('Quotations', help="Check this box to manage quotations in this sales team."),
+        'use_invoices': fields.boolean('Invoices', help="Check this box to manage invoices in this sales team."),
         'invoiced_forecast': fields.integer(string='Invoice Forecast',
-            help="Forecast of the invoice revenue for the current month. This is the amount the sales \n"
-                    "team should invoice this month. It is used to compute the progression ratio \n"
-                    " of the current and forecast revenue on the kanban view."),
+            help="Forecast of the invoice revenue for the current month. This is the amount the sales "
+                    "team should invoice this month. It is used to compute the progression ratio "
+                    "of the current and forecast revenue on the kanban view."),
         'invoiced_target': fields.integer(string='Invoice Target',
-            help="Target of invoice revenue for the current month. This is the amount the sales \n"
+            help="Target of invoice revenue for the current month. This is the amount the sales "
                     "team estimates to be able to invoice this month."),
         'sales_to_invoice_amount': fields.function(_get_sales_to_invoice_amount,
             type='integer', readonly=True,
diff --git a/addons/sale/sales_team_dashboard.xml b/addons/sale/sales_team_dashboard.xml
index f739b22aa91..60c3f4af202 100644
--- a/addons/sale/sales_team_dashboard.xml
+++ b/addons/sale/sales_team_dashboard.xml
@@ -22,6 +22,7 @@
         <data>
             <xpath expr="//templates" position="before">
                 <field name="use_quotations"/>
+                <field name="use_invoices"/>
                 <field name="invoiced_forecast"/>
                 <field name="invoiced_target"/>
                 <field name="sales_to_invoice_amount"/>
@@ -51,19 +52,21 @@
             </xpath>
 
             <xpath expr="//div[contains(@class, 'o_kanban_manage_view')]" position="inside">
-                <div t-if="record.use_quotations.raw_value">
-                    <a name="%(action_quotations_salesteams)d" type="action">Quotations</a>
-                </div>
-                <div >
-                    <a name="%(action_orders_salesteams)d" type="action">Sales Orders</a>
-                </div>
-                <div groups="account.group_account_invoice">
+                <t t-if="record.use_quotations.raw_value">
+                    <div>
+                        <a name="%(action_quotations_salesteams)d" type="action">Quotations</a>
+                    </div>
+                    <div >
+                        <a name="%(action_orders_salesteams)d" type="action">Sales Orders</a>
+                    </div>
+                </t>
+                <div t-if="record.use_invoices.raw_value" groups="account.group_account_invoice">
                     <a name="%(action_invoice_salesteams)d" type="action">Invoices</a>
                 </div>
             </xpath>
 
             <xpath expr="//div[contains(@class, 'o_kanban_manage_new')]" position="inside">
-                <div>
+                <div t-if="record.use_quotations.raw_value">
                     <a name="%(action_quotation_form)d" type="action">
                         Quotation
                     </a>
@@ -71,17 +74,19 @@
             </xpath>
 
             <xpath expr="//div[contains(@class, 'o_kanban_manage_reports')]" position="inside">
-                <div>
-                    <a name="%(action_order_report_quotation_salesteam)d" type="action">
-                        Quotation
-                    </a>
-                </div>
-                <div>
-                    <a name="%(action_order_report_so_salesteam)d" type="action">
-                        Sales
-                    </a>
-                </div>
-                <div>
+                <t t-if="record.use_quotations.raw_value">
+                    <div>
+                        <a name="%(action_order_report_quotation_salesteam)d" type="action">
+                            Quotation
+                        </a>
+                    </div>
+                    <div>
+                        <a name="%(action_order_report_so_salesteam)d" type="action">
+                            Sales
+                        </a>
+                    </div>
+                </t>
+                <div t-if="record.use_invoices.raw_value">
                     <a name="%(action_account_invoice_report_salesteam)d" type="action">
                         Invoices
                     </a>
diff --git a/addons/sale/sales_team_view.xml b/addons/sale/sales_team_view.xml
index 878293438e8..6e367bb782a 100644
--- a/addons/sale/sales_team_view.xml
+++ b/addons/sale/sales_team_view.xml
@@ -9,9 +9,11 @@
             <data>
                 <xpath expr="//div[@name='options_active']" position="inside">
                     <field name="use_quotations" class="oe_inline"/><label for="use_quotations"/>
+                    <field name="use_invoices" class="oe_inline" groups="account.group_account_invoice"/>
+                    <label for="use_invoices" groups="account.group_account_invoice"/>
                 </xpath>
-                <xpath expr="//group[@name='sales_team_more_info']" position="after">
-                    <group string="Invoicing">
+                <xpath expr="//group[@name='sales_team_more_info']" position="inside">
+                    <group string="Invoicing/Progression Ratio">
                         <field name="invoiced_target"/>
                         <field name="invoiced_forecast"/>
                     </group>
diff --git a/addons/sales_team/sales_team.py b/addons/sales_team/sales_team.py
index 1d8b48c1b55..957afa9f3f5 100644
--- a/addons/sales_team/sales_team.py
+++ b/addons/sales_team/sales_team.py
@@ -50,7 +50,6 @@ class crm_team(osv.Model):
         'reply_to': fields.char('Reply-To', size=64, help="The email address put in the 'Reply-To' of all emails sent by Odoo about cases in this sales team"),
         'parent_id': fields.many2one('crm.team', 'Parent Team'),
         'child_ids': fields.one2many('crm.team', 'parent_id', 'Child Teams'),
-        'note': fields.text('Description'),
         'working_hours': fields.float('Working Hours', digits=(16, 2)),
         'color': fields.integer('Color Index'),
     }
diff --git a/addons/sales_team/sales_team.xml b/addons/sales_team/sales_team.xml
index a8070b7b4ed..35b5a7c8413 100644
--- a/addons/sales_team/sales_team.xml
+++ b/addons/sales_team/sales_team.xml
@@ -16,7 +16,6 @@
                     <field name="name"/>
                     <field name="parent_id"/>
                     <field name="user_id"/>
-                    <field name="note"/>
                     <field name="code"/>
                     <group expand="0" string="Group By...">
                         <filter string="Team Leader" domain="[]" context="{'group_by':'user_id'}"/>
@@ -64,7 +63,6 @@
                             <group name="left">
                                 <field name="user_id" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'base.group_sale_salesman_all_leads']}"/>
                                 <field name="code" groups="base.group_no_one"/>
-                                <field name="active"/>
                             </group>
                             <group name="right">
                             </group>
@@ -90,16 +88,15 @@
                                     </kanban>
                                 </field>
                             </page>
-                            <page string="More Info" groups="base.group_sale_manager">
-                                <group name="sales_team_more_info">
+                            <page string="More Info" groups="base.group_no_one">
+                                <group>
+                                    <field name="active"/>
                                     <group string="Company" groups="base.group_multi_company">
-                                        <field name="company_id" 
-                                            options="{'no_create': True}"/>
+                                        <field name="company_id" options="{'no_create': True}"/>
                                     </group>
-                                </group>                                
-                            </page>
-                            <page string="Notes">
-                                <field name="note"/>
+                                </group>
+                                <group name="sales_team_more_info">
+                                </group>
                             </page>
                         </notebook>
                     </sheet>
diff --git a/addons/sales_team/sales_team_dashboard.xml b/addons/sales_team/sales_team_dashboard.xml
index 64631744f79..268b0e85fc0 100644
--- a/addons/sales_team/sales_team_dashboard.xml
+++ b/addons/sales_team/sales_team_dashboard.xml
@@ -8,7 +8,6 @@
                 <field name="name"/>
                 <field name="user_id"/>
                 <field name="member_ids"/>
-                <field name="note"/>
                 <field name="color"/>
                 <templates>
                     <t t-name="kanban-box">