flectra/addons/sale/views/sales_team_views.xml

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<?xml version="1.0" encoding="utf-8"?>
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<flectra>
<record id="crm_team_salesteams_view_form" model="ir.ui.view">
<field name="name">crm.team.form</field>
<field name="model">crm.team</field>
<field name="priority">9</field>
<field name="inherit_id" ref="sales_team.crm_team_view_form"/>
<field name="arch" type="xml">
<xpath expr="//div[@name='options_active']" position="inside">
<div class="o_row" style="display:inherit">
<field name="use_quotations"/><label for="use_quotations"/>
</div>
</xpath>
<xpath expr="//group[@name='graph']" position="before">
<group name="invoicing" groups="account.group_account_invoice" attrs="{'invisible': [('team_type', 'not in', ['sales', 'website'])]}">
<field name="use_invoices" groups="base.group_no_one"/>
<field name="invoiced_target" attrs="{'invisible': [('use_invoices', '=', False)]}"/>
</group>
</xpath>
</field>
</record>
<record id="view_account_invoice_report_search_inherit" model="ir.ui.view">
<field name="name">account.invoice.report.search.inherit</field>
<field name="model">account.invoice.report</field>
<field name="inherit_id" ref="account.view_account_invoice_report_search"/>
<field name="arch" type="xml">
<xpath expr="//group/filter[@name='user']" position="after">
<filter string="Sales Channel" domain="[]" context="{'group_by':'team_id'}"/>
</xpath>
</field>
</record>
<!-- Sales Channel Dashboard Views -->
<record id="action_quotation_form" model="ir.actions.act_window">
<field name="name">New Quotation</field>
<field name="res_model">sale.order</field>
<field name="type">ir.actions.act_window</field>
<field name="view_type">form</field>
<field name="view_mode">form</field>
<field name="context">{
'search_default_team_id': [active_id],
'default_team_id': active_id,
'default_user_id': uid,
}
</field>
<field name="search_view_id" ref="sale_order_view_search_inherit_quotation"/>
</record>
<record id="crm_team_salesteams_view_kanban" model="ir.ui.view">
<field name="name">crm.team.kanban</field>
<field name="model">crm.team</field>
<field name="inherit_id" ref="sales_team.crm_team_salesteams_view_kanban"/>
<field name="arch" type="xml">
<data>
<xpath expr="//templates" position="before">
<field name="use_quotations"/>
<field name="use_invoices"/>
<field name="invoiced_target"/>
</xpath>
<xpath expr="//t[@name='second_options']" position="after">
<div class="row" t-if="record.quotations_count.raw_value">
<div class="col-xs-8">
<a name="%(action_quotations_salesteams)d" type="action" context="{'search_default_draft': True, 'search_default_sent': True}">
<field name="quotations_count"/>
<t t-if="record.quotations_count.raw_value == 1">Quotation</t>
<t t-else="">Quotations</t>
</a>
</div>
<div class="col-xs-4 text-right">
<field name="quotations_amount" widget="monetary"/>
</div>
</div>
<div class="row" name="orders_to_invoice" t-if="record.sales_to_invoice_count.raw_value">
<div class="col-xs-8">
<a name="%(action_orders_to_invoice_salesteams)d" type="action">
<field name="sales_to_invoice_count"/>
<t t-if="record.sales_to_invoice_count.raw_value == 1">Order to Invoice</t>
<t t-else="">Orders to Invoice</t>
</a>
</div>
</div>
</xpath>
<xpath expr="//div[hasclass('bottom_block')]" position="inside">
<t groups="sales_team.group_sale_manager">
<t t-if="record.use_invoices.raw_value &amp;&amp; record.invoiced_target.raw_value" class="col-xs-12 o_kanban_primary_bottom">
<field name="invoiced" widget="progressbar" title="Invoicing" options="{'current_value': 'invoiced', 'max_value': 'invoiced_target', 'editable': true, 'edit_max_value': true, 'on_change': 'update_invoiced_target'}"/>
</t>
<t t-if="record.use_invoices.raw_value &amp;&amp; !record.invoiced_target.raw_value" class="col-xs-12 o_kanban_primary_bottom text-center">
<a href="#" class="sales_team_target_definition o_inline_link">Click to define a target</a>
</t>
</t>
</xpath>
<xpath expr="//div[hasclass('o_kanban_manage_view')]" position="inside">
<div t-if="record.use_quotations.raw_value">
<a name="%(action_quotations_salesteams)d" type="action" class="o_quotation_view_button">Quotations</a>
</div>
<div>
<a name="%(action_orders_salesteams)d" type="action">Sales Orders</a>
</div>
<div groups="account.group_account_invoice">
<a name="%(action_invoice_salesteams)d" type="action">Invoices</a>
</div>
</xpath>
<xpath expr="//div[hasclass('o_kanban_manage_new')]" position="inside">
<div t-if="record.use_quotations.raw_value">
<a name="%(action_quotation_form)d" type="action">
Quotation
</a>
</div>
</xpath>
<xpath expr="//div[hasclass('o_kanban_manage_reports')]" position="inside">
<div t-if="record.use_quotations.raw_value">
<a name="%(action_order_report_quotation_salesteam)d" type="action">
Quotation
</a>
</div>
<div name="sales_report">
<a name="%(action_order_report_so_salesteam)d" type="action">
Sales
</a>
</div>
<div groups="account.group_account_invoice" name="invoices_report">
<a name="%(action_account_invoice_report_salesteam)d" type="action">
Invoices
</a>
</div>
</xpath>
</data>
</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', ['sale.order', 'res.partner', 'product.template', 'product.product'])]</field>
</record>
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</flectra>