[MOV] sale: reorder sale actions
* Move specific actions to their place of use (as they are not expected to be used anywhere else) * order actions by use/importance in sale_order_views.xml, and server actions in a specific "section"
This commit is contained in:
Victor Feyens
@@ -1,7 +1,30 @@
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<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<!-- Sales Team Dashboard Views -->
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<!-- Dedicated actions used in views below -->
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<record id="action_quotations_salesteams" model="ir.actions.act_window">
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<field name="name">Quotations</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">sale.order</field>
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<field name="view_id" ref="sale.view_quotation_tree"/>
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<field name="view_mode">tree,form,calendar,graph,kanban,pivot</field>
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<field name="context">{
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'search_default_team_id': [active_id],
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'default_team_id': active_id,
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'show_address': 1,
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}
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</field>
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<field name="domain">[]</field>
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<field name="search_view_id" ref="sale.sale_order_view_search_inherit_quotation"/>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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Create a new quotation, the first step of a new sale!
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</p><p>
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Once the quotation is confirmed by the customer, it becomes a sales order.<br/> You will be able to create an invoice and collect the payment.
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</p>
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</field>
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</record>
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<record id="action_quotation_form" model="ir.actions.act_window">
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<field name="name">New Quotation</field>
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<field name="res_model">sale.order</field>
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@@ -16,6 +39,43 @@
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<field name="search_view_id" ref="sale_order_view_search_inherit_quotation"/>
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</record>
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<record id="action_orders_salesteams" model="ir.actions.act_window">
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<field name="name">Sales Orders</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">sale.order</field>
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<field name="view_mode">tree,form,calendar,graph,kanban,pivot</field>
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<field name="search_view_id" ref="sale.sale_order_view_search_inherit_sale"/>
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<field name="domain">[('state','not in',('draft','sent','cancel'))]</field>
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<field name="context">{
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'search_default_team_id': [active_id],
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'default_team_id': active_id,
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}
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</field>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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Create a new quotation, the first step of a new sale!
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</p><p>
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Once the quotation is confirmed by the customer, it becomes a sales order.<br/> You will be able to create an invoice and collect the payment.
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</p>
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</field>
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</record>
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<record id="action_orders_to_invoice_salesteams" model="ir.actions.act_window">
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<field name="name">Sales Orders</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">sale.order</field>
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<field name="view_mode">tree,form,calendar,graph,kanban,pivot</field>
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<field name="search_view_id" ref="sale.sale_order_view_search_inherit_sale"/>
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<field name="domain">[('invoice_status','=','to invoice')]</field>
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<field name="context">{
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'search_default_team_id': [active_id],
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'default_team_id': active_id,
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}
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</field>
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</record>
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<!-- crm.team views (& actions) -->
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<record id="crm_team_salesteams_view_form" model="ir.ui.view">
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<field name="name">crm.team.form</field>
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<field name="model">crm.team</field>
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@@ -714,7 +714,7 @@
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</field>
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</record>
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<!-- ACTIONS -->
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<!-- ACTIONS (WINDOW) -->
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<record id="action_orders" model="ir.actions.act_window">
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<field name="name">Sales Orders</field>
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@@ -775,54 +775,6 @@
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<field name="act_window_id" ref="action_orders"/>
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</record>
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<record id="action_orders_to_invoice" model="ir.actions.act_window">
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<field name="name">Orders to Invoice</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">sale.order</field>
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<field name="view_mode">tree,form,calendar,graph,pivot,kanban,activity</field>
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<field name="context">{'create': False}</field>
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<field name="domain">[('invoice_status','=','to invoice')]</field>
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<field name="search_view_id" ref="view_sales_order_filter"/>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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No orders to invoice found
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</p><p>
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You can select all orders and invoice them in batch,<br/>
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or check every order and invoice them one by one.
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</p>
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</field>
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</record>
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<record id="model_sale_order_action_quotation_sent" model="ir.actions.server">
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<field name="name">Mark Quotation as Sent</field>
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<field name="model_id" ref="sale.model_sale_order"/>
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<field name="binding_model_id" ref="sale.model_sale_order"/>
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<field name="binding_view_types">form,list</field>
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<field name="state">code</field>
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<field name="code">action = records.action_quotation_sent()</field>
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</record>
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<record id="action_orders_upselling" model="ir.actions.act_window">
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<field name="name">Orders to Upsell</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">sale.order</field>
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<field name="view_mode">tree,form,calendar,graph,pivot,kanban,activity</field>
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<field name="domain">[('invoice_status','=','upselling')]</field>
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<field name="context">{'create': False}</field>
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<field name="search_view_id" ref="view_sales_order_filter"/>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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No orders to upsell found.
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</p><p>
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An order is to upsell when delivered quantities are above initially
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ordered quantities, and the invoicing policy is based on ordered quantities.
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</p><p>
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As an example, if you sell pre-paid hours of services, Odoo recommends you
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to sell extra hours when all ordered hours have been consumed.
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</p>
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</field>
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</record>
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<record id="action_quotations_with_onboarding" model="ir.actions.act_window">
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<field name="name">Quotations</field>
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<field name="type">ir.actions.act_window</field>
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@@ -898,61 +850,54 @@
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<field name="act_window_id" ref="action_quotations"/>
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</record>
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<!-- search by Salesteams -->
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<record id="action_orders_salesteams" model="ir.actions.act_window">
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<field name="name">Sales Orders</field>
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<record id="action_orders_to_invoice" model="ir.actions.act_window">
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<field name="name">Orders to Invoice</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">sale.order</field>
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<field name="view_mode">tree,form,calendar,graph,kanban,pivot</field>
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<field name="search_view_id" ref="sale.sale_order_view_search_inherit_sale"/>
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<field name="domain">[('state','not in',('draft','sent','cancel'))]</field>
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<field name="context">{
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'search_default_team_id': [active_id],
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'default_team_id': active_id,
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}
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</field>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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Create a new quotation, the first step of a new sale!
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</p><p>
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Once the quotation is confirmed by the customer, it becomes a sales order.<br/> You will be able to create an invoice and collect the payment.
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</p>
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</field>
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</record>
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<record id="action_orders_to_invoice_salesteams" model="ir.actions.act_window">
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<field name="name">Sales Orders</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">sale.order</field>
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<field name="view_mode">tree,form,calendar,graph,kanban,pivot</field>
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<field name="search_view_id" ref="sale.sale_order_view_search_inherit_sale"/>
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<field name="view_mode">tree,form,calendar,graph,pivot,kanban,activity</field>
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<field name="context">{'create': False}</field>
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<field name="domain">[('invoice_status','=','to invoice')]</field>
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<field name="context">{
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'search_default_team_id': [active_id],
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'default_team_id': active_id,
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}
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</field>
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</record>
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<record id="action_quotations_salesteams" model="ir.actions.act_window">
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<field name="name">Quotations</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">sale.order</field>
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<field name="view_id" ref="sale.view_quotation_tree"/>
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<field name="view_mode">tree,form,calendar,graph,kanban,pivot</field>
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<field name="context">{
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'search_default_team_id': [active_id],
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'default_team_id': active_id,
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'show_address': 1,
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}
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</field>
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<field name="domain">[]</field>
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<field name="search_view_id" ref="sale.sale_order_view_search_inherit_quotation"/>
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<field name="search_view_id" ref="view_sales_order_filter"/>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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Create a new quotation, the first step of a new sale!
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No orders to invoice found
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</p><p>
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Once the quotation is confirmed by the customer, it becomes a sales order.<br/> You will be able to create an invoice and collect the payment.
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You can select all orders and invoice them in batch,<br/>
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or check every order and invoice them one by one.
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</p>
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</field>
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</record>
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<record id="action_orders_upselling" model="ir.actions.act_window">
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<field name="name">Orders to Upsell</field>
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<field name="type">ir.actions.act_window</field>
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<field name="res_model">sale.order</field>
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<field name="view_mode">tree,form,calendar,graph,pivot,kanban,activity</field>
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<field name="domain">[('invoice_status','=','upselling')]</field>
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<field name="context">{'create': False}</field>
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<field name="search_view_id" ref="view_sales_order_filter"/>
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<field name="help" type="html">
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<p class="o_view_nocontent_smiling_face">
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No orders to upsell found.
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</p><p>
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An order is to upsell when delivered quantities are above initially
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ordered quantities, and the invoicing policy is based on ordered quantities.
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</p><p>
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As an example, if you sell pre-paid hours of services, Odoo recommends you
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to sell extra hours when all ordered hours have been consumed.
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</p>
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</field>
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</record>
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<!-- ACTIONS (SERVER) -->
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<record id="model_sale_order_action_quotation_sent" model="ir.actions.server">
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<field name="name">Mark Quotation as Sent</field>
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<field name="model_id" ref="sale.model_sale_order"/>
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<field name="binding_model_id" ref="sale.model_sale_order"/>
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<field name="binding_view_types">form,list</field>
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<field name="state">code</field>
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<field name="code">action = records.action_quotation_sent()</field>
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</record>
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</odoo>
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