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[MERGE] crm, sales_team: lint modules and clean tests to prepare sales team enhancements

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PURPOSE

Prepare enhancements of sales team membership.

SPECIFICATIONS

Lint crm data and demo, notably about sales team and file organization.
Also move crm menu entries declaration in a single file and remove some
menu entries not imported anymore.

Lint sales_team module. 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;

Clean sales team tests and extract common test data from crm

LINKS

Task ID 2086889 (sales team enhancements)
Task ID 2234698 (preparation lint)
Community PR #49520

Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
This commit is contained in:
Odoo's Mergebot
2020-04-14 14:33:22 +02:00
committed by GitHub
parent c54126aee5 2d0db1a0bf
commit b3fe907be8
33 changed files with 716 additions and 660 deletions
Download Patch File Download Diff File Expand all files Collapse all files
addons/crm/__manifest__.py
+13 -11
View File
@@ -26,33 +26,35 @@
'security/crm_security.xml',
'security/ir.model.access.csv',
'data/crm_data.xml',
'data/crm_stage_data.xml',
'data/crm_lead_data.xml',
'data/digest_data.xml',
'data/crm_lead_prediction_data.xml',
'data/crm_lost_reason_data.xml',
'data/crm_stage_data.xml',
'data/crm_team_data.xml',
'data/digest_data.xml',
'data/mail_data.xml',
'wizard/crm_lead_lost_views.xml',
'wizard/crm_lead_to_opportunity_views.xml',
'wizard/crm_lead_to_opportunity_mass_views.xml',
'wizard/crm_merge_opportunities_views.xml',
'views/crm_templates.xml',
'views/res_config_settings_views.xml',
'views/crm_views.xml',
'views/assets.xml',
'views/calendar_views.xml',
'views/crm_menu_views.xml',
'views/crm_lost_reason_views.xml',
'views/crm_stage_views.xml',
'views/crm_lead_views.xml',
'views/calendar_views.xml',
'views/digest_views.xml',
'views/mail_activity_views.xml',
'views/res_config_settings_views.xml',
'views/res_partner_views.xml',
'views/utm_campaign_views.xml',
'report/crm_activity_report_views.xml',
'report/crm_opportunity_report_views.xml',
'views/crm_team_views.xml',
'views/digest_views.xml',
'views/utm_campaign_views.xml'
],
'demo': [
'data/crm_demo.xml',
'data/crm_team_demo.xml',
'data/mail_activity_demo.xml',
'data/crm_lead_demo.xml',
],
addons/crm/data/crm_data.xml
-35
View File
@@ -1,35 +0,0 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data noupdate="1">
<record id="sales_team.salesteam_website_sales" model="crm.team" forcecreate="False">
<field name="use_opportunities" eval="False"/>
</record>
<record id="sales_team.pos_sales_team" model="crm.team" forcecreate="False">
<field name="use_opportunities" eval="False"/>
</record>
<record id="sales_team.ebay_sales_team" model="crm.team" forcecreate="False">
<field name="use_opportunities" eval="False"/>
</record>
<!--default alias for leads-->
<record id="mail_alias_lead_info" model="mail.alias">
<field name="alias_name"></field>
<field name="alias_model_id" ref="model_crm_lead"/>
<field name="alias_user_id" ref="base.user_admin"/>
<field name="alias_parent_model_id" ref="model_crm_team"/>
</record>
<!-- opportunities' lost causes -->
<record id="lost_reason_1" model="crm.lost.reason">
<field name="name">Too expensive</field>
</record>
<record id="lost_reason_2" model="crm.lost.reason">
<field name="name">We don't have people/skills</field>
</record>
<record id="lost_reason_3" model="crm.lost.reason">
<field name="name">Not enough stock</field>
</record>
</data>
</odoo>
addons/crm/data/crm_lost_reason_data.xml
+13
View File
@@ -0,0 +1,13 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo><data noupdate="1">
<!-- opportunities' lost causes -->
<record id="lost_reason_1" model="crm.lost.reason">
<field name="name">Too expensive</field>
</record>
<record id="lost_reason_2" model="crm.lost.reason">
<field name="name">We don't have people/skills</field>
</record>
<record id="lost_reason_3" model="crm.lost.reason">
<field name="name">Not enough stock</field>
</record>
</data></odoo>
addons/crm/data/crm_team_data.xml
+14
View File
@@ -0,0 +1,14 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo><data noupdate="1">
<record id="sales_team.salesteam_website_sales" model="crm.team" forcecreate="False">
<field name="use_opportunities" eval="False"/>
</record>
<record id="sales_team.pos_sales_team" model="crm.team" forcecreate="False">
<field name="use_opportunities" eval="False"/>
</record>
<record id="sales_team.ebay_sales_team" model="crm.team" forcecreate="False">
<field name="use_opportunities" eval="False"/>
</record>
</data></odoo>
addons/crm/data/crm_demo.xml → addons/crm/data/crm_team_demo.xml
-5
View File
@@ -1,14 +1,9 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data noupdate="1">
<record id="base.user_demo" model="res.users">
<field name="groups_id" eval="[(4,ref('sales_team.group_sale_salesman'))]"/>
</record>
<record id="sales_team.team_sales_department" model="crm.team" forcecreate="False">
<field name="alias_name">sales</field>
<field name="alias_user_id" ref="base.user_admin"/>
<field name="company_id" eval="False"/>
</record>
<record id="sales_team.crm_team_1" model="crm.team">
addons/crm/data/crm_lead_data.xml → addons/crm/data/mail_data.xml
+7
View File
@@ -1,6 +1,13 @@
<?xml version="1.0"?>
<odoo>
<data noupdate="1">
<!--default alias for leads-->
<record id="mail_alias_lead_info" model="mail.alias">
<field name="alias_name"></field>
<field name="alias_model_id" ref="model_crm_lead"/>
<field name="alias_user_id" ref="base.user_admin"/>
<field name="alias_parent_model_id" ref="model_crm_team"/>
</record>
<!-- CRM-related subtypes for messaging / Chatter -->
<record id="mt_lead_create" model="mail.message.subtype">
addons/crm/models/crm_team.py
+5 -2
View File
@@ -15,7 +15,9 @@ class Team(models.Model):
use_leads = fields.Boolean('Leads', help="Check this box to filter and qualify incoming requests as leads before converting them into opportunities and assigning them to a salesperson.")
use_opportunities = fields.Boolean('Pipeline', default=True, help="Check this box to manage a presales process with opportunities.")
alias_id = fields.Many2one('mail.alias', string='Alias', ondelete="restrict", required=True, help="The email address associated with this channel. New emails received will automatically create new leads assigned to the channel.")
alias_id = fields.Many2one(
'mail.alias', string='Alias', ondelete="restrict", required=True,
help="The email address associated with this channel. New emails received will automatically create new leads assigned to the channel.")
# statistics about leads / opportunities / both
lead_unassigned_count = fields.Integer(
string='# Unassigned Leads', compute='_compute_lead_unassigned_count')
@@ -118,6 +120,7 @@ class Team(models.Model):
if not use_leads and not use_opportunities:
return {'alias_name': False}
return {}
# ------------------------------------------------------------
# MESSAGING
# ------------------------------------------------------------
@@ -162,7 +165,7 @@ class Team(models.Model):
return action
def _compute_dashboard_button_name(self):
super(Team,self)._compute_dashboard_button_name()
super(Team, self)._compute_dashboard_button_name()
team_with_pipelines = self.filtered(lambda el: el.use_opportunities)
team_with_pipelines.update({'dashboard_button_name': _("Pipeline")})
addons/crm/report/crm_opportunity_report_views.xml
+6 -12
View File
@@ -123,11 +123,9 @@
teams of the sales pipeline.</field>
</record>
<menuitem id="crm_opportunity_report_menu"
name="Pipeline"
parent="crm_menu_report"
action="crm_opportunity_report_action"
sequence="2"/>
<record id="crm_opportunity_report_menu" model="ir.ui.menu">
<field name="action" ref="crm.crm_opportunity_report_action"/>
</record>
<record id="crm_opportunity_report_action_lead" model="ir.actions.act_window">
<field name="name">Leads Analysis</field>
@@ -142,12 +140,8 @@
<field name="help">This report analyses the source of your leads.</field>
</record>
<menuitem
id="crm_opportunity_report_menu_lead"
name="Leads"
parent="crm_menu_report"
action="crm_opportunity_report_action_lead"
groups="crm.group_use_lead"
sequence="1"/>
<record id="crm_opportunity_report_menu_lead" model="ir.ui.menu">
<field name="action" ref="crm.crm_opportunity_report_action_lead"/>
</record>
</odoo>
addons/crm/tests/common.py
+7 -29
View File
@@ -4,8 +4,8 @@
from unittest.mock import patch
from odoo.addons.mail.tests.common import MailCase, mail_new_test_user
from odoo.addons.sales_team.tests.common import TestSalesCommon
from odoo.fields import Datetime
from odoo.tests.common import SavepointCase
INCOMING_EMAIL = """Return-Path: {return_path}
X-Original-To: {to}
@@ -39,43 +39,21 @@ Cheers,
Somebody."""
class TestCrmCommon(SavepointCase, MailCase):
class TestCrmCommon(TestSalesCommon, MailCase):
@classmethod
def setUpClass(cls):
super(TestCrmCommon, cls).setUpClass()
cls._init_mail_gateway()
cls.user_sales_manager = mail_new_test_user(
cls.env, login='user_sales_manager',
name='Martin Sales Manager', email='crm_manager@test.example.com',
company_id=cls.env.ref("base.main_company").id,
notification_type='inbox',
groups='sales_team.group_sale_manager,base.group_partner_manager,crm.group_use_lead',
)
cls.user_sales_leads = mail_new_test_user(
cls.env, login='user_sales_leads',
name='Laetitia Sales Leads', email='crm_leads@test.example.com',
company_id=cls.env.ref("base.main_company").id,
notification_type='inbox',
groups='sales_team.group_sale_salesman_all_leads,base.group_partner_manager,crm.group_use_lead',
)
cls.user_sales_salesman = mail_new_test_user(
cls.env, login='user_sales_salesman',
name='Orteil Sales Own', email='crm_salesman@test.example.com',
company_id=cls.env.ref("base.main_company").id,
notification_type='inbox',
groups='sales_team.group_sale_salesman,crm.group_use_lead',
)
cls.sales_team_1 = cls.env['crm.team'].create({
'name': 'Test Sales Team',
cls.sales_team_1.write({
'alias_name': 'sales.test',
'use_leads': True,
'use_opportunities': True,
'company_id': False,
'user_id': cls.user_sales_manager.id,
'member_ids': [(4, cls.user_sales_leads.id), (4, cls.env.ref('base.user_admin').id)],
})
(cls.user_sales_manager | cls.user_sales_leads | cls.user_sales_salesman).write({
'groups_id': [(4, cls.env.ref('crm.group_use_lead').id)]
})
cls.env['crm.stage'].search([]).write({'sequence': 9999}) # ensure search will find test data first
addons/crm/views/crm_templates.xml → addons/crm/views/assets.xml
View File
addons/crm/views/calendar_views.xml
-5
View File
@@ -1,11 +1,6 @@
<?xml version="1.0"?>
<odoo>
<menuitem
id="menu_import_crm"
name="Import &amp; Synchronize"
parent="crm_menu_root"/>
<record id="view_crm_meeting_search" model="ir.ui.view">
<field name="name">calendar.event.form.inherit</field>
<field name="model">calendar.event</field>
addons/crm/views/crm_lead_views.xml
+9 -46
View File
@@ -767,28 +767,6 @@ if record:
</field>
</record>
<!--
Menu Actions
-->
<menuitem
id="crm_menu_sales"
name="Sales"
parent="crm_menu_root"
sequence="1"/>
<menuitem id="sales_team_menu_team_pipeline"
name="Team Pipelines"
parent="crm_menu_sales"
action="sales_team.crm_team_salesteams_pipelines_act"
groups="sales_team.group_sale_manager"
sequence="4"/>
<menuitem id="res_partner_menu_customer"
name="Customers"
parent="crm_menu_sales"
action="base.action_partner_form"
sequence="5"/>
<!-- Lead Menu -->
<record model="ir.actions.act_window" id="crm_lead_all_leads">
<field name="name">Leads</field>
@@ -839,12 +817,9 @@ if record:
<field name="act_window_id" ref="crm_lead_all_leads"/>
</record>
<menuitem id="crm_menu_leads"
name="Leads"
parent="crm_menu_root"
groups="crm.group_use_lead"
action="crm_lead_all_leads"
sequence="5"/>
<record id="crm_menu_leads" model="ir.ui.menu">
<field name="action" ref="crm.crm_lead_all_leads"/>
</record>
<!-- 'My Pipeline' menu : Server action, act_window_views and act_windows -->
<record model="ir.actions.act_window" id="crm_lead_opportunities">
@@ -948,22 +923,10 @@ if record:
<field name="act_window_id" ref="crm_lead_action_pipeline"/>
</record>
<menuitem
id="menu_crm_opportunities"
action="action_your_pipeline"
name="My Pipeline"
parent="crm_menu_sales"
sequence="1"/>
<menuitem
id="crm.crm_menu_root"
name="CRM"
action="action_your_pipeline"/>
<menuitem
id="menu_crm_lead_categ"
name="Tags"
action="sales_team.sales_team_crm_tag_action"
parent="menu_crm_config_lead"
sequence="1"/>
<record id="menu_crm_opportunities" model="ir.ui.menu">
<field name="action" ref="crm.action_your_pipeline"/>
</record>
<record id="crm_menu_root" model="ir.ui.menu">
<field name="action" ref="crm.action_your_pipeline"/>
</record>
</odoo>
addons/crm/views/crm_lost_reason_views.xml
+3 -5
View File
@@ -69,9 +69,7 @@
</field>
</record>
<menuitem
id="menu_crm_lost_reason"
action="crm_lost_reason_action"
parent="menu_crm_config_lead"
sequence="6"/>
<record id="menu_crm_lost_reason" model="ir.ui.menu">
<field name="action" ref="crm.crm_lost_reason_action"/>
</record>
</odoo>
addons/crm/views/crm_menu_views.xml
+122 -22
View File
@@ -1,26 +1,126 @@
<?xml version="1.0"?>
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<menuitem
id="crm_menu_sales"
name="Sales"
parent="crm_menu_root"
sequence="1"/>
<menuitem id="sales_team_menu_team_pipeline"
name="Team Pipelines"
parent="crm_menu_sales"
action="crm_team_salesteams_pipelines_act"
sequence="4"/>
<!-- Top menu item -->
<!--
This menu item's purpose is to overwrite another one defined in
the base module in order to set new groups.
-->
<menuitem
id="crm_menu_root"
name="CRM"
web_icon="crm,static/description/icon.png"
groups="sales_team.group_sale_salesman,sales_team.group_sale_manager"
sequence="6"/>
<menuitem id="res_partner_menu_customer"
name="Customers"
parent="crm_menu_sales"
action="base.action_partner_form"
sequence="5"/>
<!-- SALES (MAIN USER MENU) -->
<menuitem
id="crm_menu_sales"
name="Sales"
parent="crm_menu_root"
sequence="1"/>
<menuitem
id="menu_crm_opportunities"
name="My Pipeline"
parent="crm_menu_sales"
sequence="1"/>
<menuitem
id="sales_team_menu_team_pipeline"
name="Team Pipelines"
parent="crm_menu_sales"
action="sales_team.crm_team_salesteams_pipelines_act"
groups="sales_team.group_sale_manager"
sequence="4"/>
<menuitem
id="res_partner_menu_customer"
name="Customers"
parent="crm_menu_sales"
action="base.action_partner_form"
sequence="5"/>
<menuitem id="crm_menu_leads"
name="Leads"
parent="crm_menu_root"
groups="crm.group_use_lead"
sequence="5"/>
</odoo>
<!-- LEADS (MAIN USER MENU) -->
<menuitem
id="crm_menu_leads"
name="Leads"
parent="crm_menu_root"
groups="crm.group_use_lead"
sequence="5"/>
<!-- REPORTING -->
<menuitem
id="crm_menu_report"
name="Reporting"
parent="crm_menu_root"
sequence="20"
groups="sales_team.group_sale_manager"/>
<menuitem
id="crm_opportunity_report_menu_lead"
name="Leads"
parent="crm_menu_report"
groups="crm.group_use_lead"
sequence="1"/>
<menuitem
id="crm_opportunity_report_menu"
name="Pipeline"
parent="crm_menu_report"
sequence="2"/>
<!-- CONFIGURATION -->
<menuitem
id="crm_menu_config"
name="Configuration"
parent="crm_menu_root"
sequence="25" groups="sales_team.group_sale_manager"/>
<menuitem
id="crm_config_settings_menu"
name="Settings"
parent="crm_menu_config"
groups="base.group_system"
sequence="0"/>
<menuitem
id="menu_crm_config_opportunity"
name="Opportunities"
parent="crm_menu_config"
sequence="1"
groups="sales_team.group_sale_manager"/>
<menuitem
id="crm_team_config"
name="Sales Teams"
parent="crm_menu_config"
action="sales_team.sales_team_config_action"
sequence="5"/>
<menuitem
id="crm_team_menu_config_activity_types"
name="Activity Types"
parent="crm_menu_config"
action="sales_team.mail_activity_type_action_config_sales"
sequence="10"/>
<menuitem
id="menu_crm_config_lead"
name="Pipeline"
parent="crm_menu_config"
sequence="15"
groups="sales_team.group_sale_manager"/>
<menuitem
id="menu_crm_lead_stage_act"
name="Stages"
sequence="0"
parent="menu_crm_config_lead"
groups="base.group_no_one"/>
<menuitem
id="menu_crm_lead_categ"
name="Tags"
action="sales_team.sales_team_crm_tag_action"
parent="menu_crm_config_lead"
sequence="1"/>
<menuitem
id="menu_crm_lost_reason"
name="Lost Reasons"
parent="menu_crm_config_lead"
sequence="6"/>
<menuitem
id="menu_import_crm"
name="Import &amp; Synchronize"
parent="crm_menu_root"/>
</odoo>
addons/crm/views/crm_stage_views.xml
+3 -7
View File
@@ -71,12 +71,8 @@
</field>
</record>
<menuitem
id="menu_crm_lead_stage_act"
name="Stages"
sequence="0"
action="crm_stage_action"
parent="menu_crm_config_lead"
groups="base.group_no_one"/>
<record id="menu_crm_lead_stage_act" model="ir.ui.menu">
<field name="action" ref="crm.crm_stage_action"/>
</record>
</odoo>
addons/crm/views/crm_team_views.xml
-5
View File
@@ -268,9 +268,4 @@
</field>
</record>
<record id="sales_team.mail_activity_type_action_config_sales" model="ir.actions.act_window">
<field name="domain">['|', ('res_model_id', '=', False), ('res_model_id.model', 'in', ['crm.lead', 'res.partner'])]</field>
<field name="context">{'default_res_model': 'crm.lead'}</field>
</record>
</odoo>
addons/crm/views/crm_views.xml
-61
View File
@@ -1,61 +0,0 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- Top menu item -->
<!--
This menu item's purpose is to overwrite another one defined in
the base module in order to set new groups.
-->
<menuitem
id="crm_menu_root"
name="CRM"
web_icon="crm,static/description/icon.png"
groups="sales_team.group_sale_salesman,sales_team.group_sale_manager"
sequence="6"/>
<menuitem
id="crm_menu_config"
name="Configuration"
parent="crm_menu_root"
sequence="25" groups="sales_team.group_sale_manager"/>
<menuitem
id="menu_crm_config_lead"
name="Pipeline"
parent="crm_menu_config"
sequence="15"
groups="sales_team.group_sale_manager"/>
<menuitem
id="menu_crm_config_opportunity"
name="Opportunities"
parent="crm_menu_config"
sequence="1"
groups="sales_team.group_sale_manager"/>
<menuitem id="crm_config_settings_menu"
name="Settings"
parent="crm_menu_config"
action="crm_config_settings_action"
groups="base.group_system"
sequence="0"/>
<menuitem id="crm_menu_report"
name="Reporting"
parent="crm_menu_root"
sequence="20"
groups="sales_team.group_sale_manager"/>
<menuitem id="crm_team_config"
name="Sales Teams"
parent="crm_menu_config"
action="sales_team.sales_team_config_action"
sequence="5"/>
<menuitem id="crm_team_menu_config_activity_types"
name="Activity Types"
parent="crm_menu_config"
action="sales_team.mail_activity_type_action_config_sales"
sequence="10"/>
</odoo>
addons/crm/views/mail_activity_views.xml
+7
View File
@@ -0,0 +1,7 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record id="sales_team.mail_activity_type_action_config_sales" model="ir.actions.act_window">
<field name="domain">['|', ('res_model_id', '=', False), ('res_model_id.model', 'in', ['crm.lead', 'res.partner'])]</field>
<field name="context">{'default_res_model': 'crm.lead'}</field>
</record>
</odoo>
addons/crm/views/res_config_settings_views.xml
+5
View File
@@ -133,4 +133,9 @@
<field name="target">inline</field>
<field name="context">{'module' : 'crm'}</field>
</record>
<record id="crm_config_settings_menu" model="ir.ui.menu">
<field name="action" ref="crm.crm_config_settings_action"/>
</record>
</odoo>
addons/sales_team/__manifest__.py
+16 -12
View File
@@ -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
View File
@@ -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
View File
@@ -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/tests/__init__.py
+5 -1
View File
@@ -1 +1,5 @@
from . import test_default_team
# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
from . import common
from . import test_sales_team_membership
addons/sales_team/tests/common.py
+62
View File
@@ -0,0 +1,62 @@
# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
from odoo.addons.mail.tests.common import mail_new_test_user
from odoo.tests.common import SavepointCase
class TestSalesCommon(SavepointCase):
@classmethod
def setUpClass(cls):
super(TestSalesCommon, cls).setUpClass()
cls.company_main = cls.env.user.company_id
cls.user_sales_manager = mail_new_test_user(
cls.env, login='user_sales_manager',
name='Martin Sales Manager', email='crm_manager@test.example.com',
company_id=cls.company_main.id,
notification_type='inbox',
groups='sales_team.group_sale_manager,base.group_partner_manager',
)
cls.user_sales_leads = mail_new_test_user(
cls.env, login='user_sales_leads',
name='Laetitia Sales Leads', email='crm_leads@test.example.com',
company_id=cls.company_main.id,
notification_type='inbox',
groups='sales_team.group_sale_salesman_all_leads,base.group_partner_manager',
)
cls.user_sales_salesman = mail_new_test_user(
cls.env, login='user_sales_salesman',
name='Orteil Sales Own', email='crm_salesman@test.example.com',
company_id=cls.company_main.id,
notification_type='inbox',
groups='sales_team.group_sale_salesman',
)
cls.env['crm.team'].search([]).write({'sequence': 9999})
cls.sales_team_1 = cls.env['crm.team'].create({
'name': 'Test Sales Team',
'sequence': 5,
'company_id': False,
'user_id': cls.user_sales_manager.id,
'member_ids': [(4, cls.user_sales_leads.id), (4, cls.env.ref('base.user_admin').id)],
})
class TestSalesMC(TestSalesCommon):
""" Multi Company / Multi Sales Team environment """
@classmethod
def setUpClass(cls):
super(TestSalesMC, cls).setUpClass()
cls.company_2 = cls.env['res.company'].create({
'name': 'New Test Company',
'email': 'company.2@test.example.com',
'country_id': cls.env.ref('base.fr'),
})
cls.team_c2 = cls.env['crm.team'].create({
'name': 'C2 Team1',
'sequence': 1,
'company_id': cls.company_2.id,
})
addons/sales_team/tests/test_default_team.py
-53
View File
@@ -1,53 +0,0 @@
from odoo.tests import common
class TestDefaultTeam(common.SavepointCase):
"""Tests to check if correct default team is found."""
@classmethod
def setUpClass(cls):
"""Set up data for default team tests."""
super(TestDefaultTeam, cls).setUpClass()
cls.CrmTeam = cls.env['crm.team']
ResUsers = cls.env['res.users'].with_context(
{'no_reset_password': True})
group_sale_manager = cls.env.ref('sales_team.group_sale_manager')
cls.user = ResUsers.create({
'name': 'Team User',
'login': 'sales_team_user',
'email': 'sales.team.user@example.com',
'groups_id': [(6, 0, [group_sale_manager.id])]
})
cls.team_1 = cls.env['crm.team'].create({
'name': 'Test Team',
'member_ids': [(4, cls.user.id)],
'company_id': False
})
# Europe Team (fall back team)
cls.team_2 = cls.env.ref('sales_team.team_sales_department')
cls.team_3 = cls.env['crm.team'].create({
'name': 'Team 3',
'sequence': 2,
'company_id': False
})
def test_01_user_team(self):
"""Get default team, when user belongs to one."""
team = self.CrmTeam.with_user(self.user)._get_default_team_id()
self.assertEqual(team, self.team_1)
def test_02_fallback_team(self):
"""Get default team when user does not belong to any team.
Case 1: fall back default team (from XML ref) is active.
Case 2: fall back default team is not active.
"""
# Clear users from team.
self.team_1.member_ids = [(5,)]
# Case 1.
team = self.CrmTeam.with_user(self.user)._get_default_team_id()
self.assertEqual(team, self.team_2)
# Case 2. If default team is not active, fall back is the next team with the higher sequence
self.team_2.active = False
team = self.CrmTeam.with_user(self.user)._get_default_team_id()
self.assertEqual(team, self.team_3)
addons/sales_team/tests/test_sales_team_membership.py
+60
View File
@@ -0,0 +1,60 @@
# -*- coding: utf-8 -*-
# Part of Odoo. See LICENSE file for full copyright and licensing details.
from odoo.addons.sales_team.tests.common import TestSalesMC
class TestDefaultTeam(TestSalesMC):
"""Tests to check if correct default team is found."""
@classmethod
def setUpClass(cls):
"""Set up data for default team tests."""
super(TestDefaultTeam, cls).setUpClass()
cls.team_sequence = cls.env['crm.team'].create({
'name': 'Team LowSequence',
'sequence': 0,
'company_id': False,
})
cls.team_responsible = cls.env['crm.team'].create({
'name': 'Team 3',
'user_id': cls.user_sales_manager.id,
'sequence': 3,
'company_id': cls.company_main.id
})
def test_default_team_member(self):
with self.with_user('user_sales_leads'):
team = self.env['crm.team']._get_default_team_id()
self.assertEqual(team, self.sales_team_1)
# responsible with lower sequence better than member with higher sequence
self.team_responsible.user_id = self.user_sales_leads.id
with self.with_user('user_sales_leads'):
team = self.env['crm.team']._get_default_team_id()
self.assertEqual(team, self.team_responsible)
def test_default_team_fallback(self):
""" Test fallback: domain, order """
self.sales_team_1.member_ids = [(5,)]
with self.with_user('user_sales_leads'):
team = self.env['crm.team']._get_default_team_id()
self.assertEqual(team, self.team_sequence)
# next one is team_responsible with sequence = 3 (team_c2 is in another company)
self.team_sequence.active = False
with self.with_user('user_sales_leads'):
team = self.env['crm.team']._get_default_team_id()
self.assertEqual(team, self.team_responsible)
self.user_sales_leads.write({
'company_ids': [(4, self.company_2.id)],
'company_id': self.company_2.id,
})
# multi company: switch company
self.user_sales_leads.write({'company_id': self.company_2.id})
with self.with_user('user_sales_leads'):
team = self.env['crm.team']._get_default_team_id()
self.assertEqual(team, self.team_c2)
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>