942 lines
56 KiB
XML
942 lines
56 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<flectra>
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<!-- Top menu item -->
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<menuitem id="sale_menu_root"
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name="Sales"
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web_icon="sale,static/description/icon.png"
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active="False"
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sequence="7"/>
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<menuitem id="sale_order_menu"
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name="Orders"
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parent="sale_menu_root"
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sequence="2"/>
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<menuitem id="res_partner_menu"
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parent="sale_order_menu"
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action="base.action_partner_form"
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sequence="3" groups="sales_team.group_sale_salesman"/>
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<menuitem id="menu_sale_config"
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name="Configuration"
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parent="sale_menu_root"
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sequence="6"
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groups="sales_team.group_sale_manager"/>
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<menuitem id= "menu_sales_config"
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parent= "menu_sale_config"
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sequence= "3"
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name= "Sales Orders"
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groups= "sales_team.group_sale_manager,account.group_account_manager,account.group_account_user"/>
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<menuitem id="sales_team_config"
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name="Sales Channels"
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parent="sale.menu_sale_config"
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action="sales_team.sales_team_config_action"
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sequence="2"/>
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<menuitem id="menu_sale_report"
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name="Reporting"
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parent="sale_menu_root"
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sequence="5"
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groups="sales_team.group_sale_manager"/>
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<menuitem id="menu_report_product_all"
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name="Sales"
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action="action_order_report_all"
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parent="menu_sale_report"
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sequence="1"/>
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<menuitem id="report_sales_team"
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name="Sales Channels"
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parent="menu_sale_report"
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action="sales_team.crm_team_salesteams_act"
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sequence="2"/>
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<menuitem id="report_all_channels_sales"
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action="report_all_channels_sales_action"
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name="All Channels Sales Orders"
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parent="menu_sale_report"
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sequence="3"/>
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<menuitem id="product_menu_catalog" name="Catalog" action="product.product_template_action" parent="sale_menu_root" sequence="4" groups="sales_team.group_sale_salesman"/>
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<menuitem id="menu_product" name="Product Variants" parent="product_menu_catalog" sequence="2" groups="product.group_product_variant" active="False"/>
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<menuitem action="product.product_template_action" id="menu_product_template_action" parent="product_menu_catalog" sequence="1" active="False"/>
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<menuitem id="prod_config_main" name="Products" parent="menu_sale_config" sequence="5"/>
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<menuitem id="menu_attribute_action" action="product.attribute_action" parent="prod_config_main" sequence="1" groups="product.group_product_variant" active="False"/>
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<menuitem action="product.variants_action" id="menu_variants_action" parent="sale.prod_config_main" sequence="2" groups="product.group_product_variant" active="False"/>
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<menuitem id="menu_products" action="product.product_normal_action_sell" parent="product_menu_catalog" groups="product.group_product_variant" sequence="2" active="False"/>
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<menuitem id="next_id_16" name="Units of Measure" parent="sale.prod_config_main" sequence="6" groups="product.group_uom" active="False"/>
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<menuitem action="product.product_uom_form_action" id="menu_product_uom_form_action" parent="sale.prod_config_main" sequence="7" groups="product.group_uom" active="False"/>
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<menuitem action="product.product_uom_categ_form_action" id="menu_product_uom_categ_form_action" parent="sale.prod_config_main" sequence="8" groups="product.group_uom" active="False"/>
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<menuitem id="menu_product_pricelist_main" name="Pricelists" parent="product_menu_catalog" action="product.product_pricelist_action2" groups="product.group_sale_pricelist" sequence="3" active="False"/>
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<record id="view_sale_order_calendar" model="ir.ui.view">
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<field name="name">sale.order.calendar</field>
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<field name="model">sale.order</field>
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<field name="arch" type="xml">
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<calendar string="Sales Orders" date_start="date_order" color="state">
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<field name="partner_id"/>
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<field name="amount_total" widget="monetary"/>
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</calendar>
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</field>
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</record>
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<record model="ir.ui.view" id="view_sale_order_graph">
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<field name="name">sale.order.graph</field>
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<field name="model">sale.order</field>
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<field name="arch" type="xml">
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<graph string="Sales Orders">
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<field name="partner_id"/>
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<field name="amount_total" type="measure"/>
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</graph>
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</field>
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</record>
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<record model="ir.ui.view" id="view_sale_order_pivot">
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<field name="name">sale.order.pivot</field>
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<field name="model">sale.order</field>
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<field name="arch" type="xml">
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<pivot string="Sales Orders">
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<field name="date_order" type="row"/>
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<field name="amount_total" type="measure"/>
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</pivot>
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</field>
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</record>
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<!-- Sales Orders Kanban View -->
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<record model="ir.ui.view" id="view_sale_order_kanban">
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<field name="name">sale.order.kanban</field>
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<field name="model">sale.order</field>
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<field name="arch" type="xml">
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<kanban class="o_kanban_mobile">
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<field name="name"/>
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<field name="partner_id"/>
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<field name="amount_total"/>
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<field name="date_order"/>
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<field name="state"/>
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<field name="currency_id"/>
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<templates>
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<t t-name="kanban-box">
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<div t-attf-class="oe_kanban_card oe_kanban_global_click">
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<div class="o_kanban_record_top mb16">
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<div class="o_kanban_record_headings mt4">
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<strong class="o_kanban_record_title"><span><t t-esc="record.partner_id.value"/></span></strong>
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</div>
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<strong><field name="amount_total" widget="monetary"/></strong>
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</div>
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<div class="o_kanban_record_bottom">
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<div class="oe_kanban_bottom_left text-muted">
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<span><t t-esc="record.name.value"/> <t t-esc="record.date_order.value"/></span>
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</div>
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<div class="oe_kanban_bottom_right">
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<field name="state" widget="label_selection" options="{'classes': {'draft': 'default', 'cancel': 'default', 'done': 'success'}}"/>
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</div>
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</div>
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</div>
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</t>
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</templates>
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</kanban>
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</field>
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</record>
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<record id="view_order_tree" model="ir.ui.view">
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<field name="name">sale.order.tree</field>
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<field name="model">sale.order</field>
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<field name="priority">2</field>
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<field name="arch" type="xml">
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<tree string="Sales Orders" decoration-bf="message_needaction==True" decoration-muted="state=='cancel'">
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<field name="message_needaction" invisible="1"/>
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<field name="name" string="Order Number"/>
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<field name="confirmation_date" string="Order Date"/>
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<field name="partner_id"/>
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<field name="user_id"/>
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<field name="amount_total" sum="Total Tax Included" widget="monetary"/>
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<field name="currency_id" invisible="1"/>
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<field name="invoice_status" invisible="1"/>
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<field name="state" invisible="1"/>
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</tree>
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</field>
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</record>
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<record id="view_quotation_tree" model="ir.ui.view">
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<field name="name">sale.order.tree</field>
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<field name="model">sale.order</field>
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<field name="priority">4</field>
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<field name="arch" type="xml">
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<tree string="Quotation" class="o_sale_order" decoration-bf="message_needaction==True" decoration-muted="state=='cancel'">
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<field name="message_needaction" invisible="1"/>
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<field name="name" string="Quotation Number"/>
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<field name="date_order" string="Quotation Date"/>
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<field name="partner_id"/>
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<field name="user_id"/>
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<field name="amount_total" sum="Total Tax Included" widget="monetary"/>
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<field name="currency_id" invisible="1"/>
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<field name="state"/>
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</tree>
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</field>
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</record>
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<record id="view_order_form" model="ir.ui.view">
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<field name="name">sale.order.form</field>
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<field name="model">sale.order</field>
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<field name="arch" type="xml">
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<form string="Sales Order" class="o_sale_order">
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<header>
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<button name="action_quotation_send" string="Send by Email" type="object" states="draft" class="btn-primary"/>
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<button name="action_quotation_send" type="object" string="Send PRO-FORMA Invoice" groups="sale.group_proforma_sales" class="btn-primary" attrs="{'invisible': ['|', ('state', '!=', 'draft'), ('invoice_count','>=',1)]}" context="{'proforma': True}"/>
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<button name="print_quotation" string="Print" type="object" states="draft" class="btn-primary o_sale_print"/>
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<button name="action_confirm" id="action_confirm"
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string="Confirm Sale" class="btn-primary" type="object"
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attrs="{'invisible': [('state', 'not in', ['sent'])]}"/>
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<button name="action_confirm"
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string="Confirm Sale" type="object"
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attrs="{'invisible': [('state', 'not in', ['draft'])]}"/>
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<button name="action_quotation_send" type="object" string="Send PRO-FORMA Invoice" groups="sale.group_proforma_sales" attrs="{'invisible': ['|', ('state', '=', 'draft'), ('invoice_count','>=',1)]}" context="{'proforma': True}"/>
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<button name="print_quotation" string="Print" type="object" states="sent,sale" class="o_sale_print"/>
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<button name="action_quotation_send" string="Send by Email" type="object" states="sent,sale"/>
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<button name="action_cancel" states="draft,sent,sale" type="object" string="Cancel"/>
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<button name="action_draft" states="cancel" type="object" string="Set to Quotation"/>
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<button name="action_done" type="object" string="Lock" states="sale"
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help="If the sale is locked, you can not modify it anymore. However, you will still be able to invoice or deliver."/>
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<button name="action_unlock" type="object" string="Unlock" states="done" groups="sales_team.group_sale_manager"/>
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<field name="state" widget="statusbar" statusbar_visible="draft,sent,sale"/>
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</header>
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<sheet>
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<div class="oe_button_box" name="button_box">
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<button name="action_view_invoice"
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type="object"
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class="oe_stat_button"
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icon="fa-pencil-square-o"
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attrs="{'invisible': [('invoice_count', '=', 0)]}">
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<field name="invoice_count" widget="statinfo" string="Invoices"/>
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</button>
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</div>
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<div class="oe_title">
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<h1>
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<field name="name" readonly="1"/>
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</h1>
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</div>
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<group>
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<group>
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<field name="partner_id" domain="[('customer','=',True)]" context="{'search_default_customer':1, 'show_address': 1}" options='{"always_reload": True}'/>
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<field name="partner_invoice_id" groups="sale.group_delivery_invoice_address" context="{'default_type':'invoice'}" options='{"always_reload": True}'/>
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<field name="partner_shipping_id" groups="sale.group_delivery_invoice_address" context="{'default_type':'delivery'}" options='{"always_reload": True}'/>
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</group>
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<group>
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<field name="validity_date" attrs="{'invisible': [('state', 'in', ['sale', 'done'])]}"/>
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<field name="confirmation_date" attrs="{'invisible': [('state', 'in', ['draft', 'sent', 'cancel'])]}"/>
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<field name="pricelist_id" groups="product.group_sale_pricelist"/>
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<field name="currency_id" invisible="1"/>
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<field name="payment_term_id" options="{'no_create': True}"/>
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</group>
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</group>
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<notebook>
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<page string="Order Lines">
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<field name="order_line" mode="tree,kanban"
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attrs="{'readonly': [('state', 'in', ('done','cancel'))]}">
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<form string="Sales Order Lines">
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<group>
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<group>
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<field name="product_updatable" invisible="1"/>
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<field name="product_id"
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context="{'partner_id':parent.partner_id, 'quantity':product_uom_qty, 'pricelist':parent.pricelist_id, 'uom':product_uom, 'company_id': parent.company_id}"
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attrs="{'readonly': [('product_updatable', '=', False)]}"
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force_save="1"
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/>
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<field name="layout_category_id" groups="sale.group_sale_layout"/>
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<field name="invoice_status" invisible="1"/>
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<field name="qty_to_invoice" invisible="1"/>
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<field name="qty_delivered_updateable" invisible="1"/>
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<field name="price_subtotal" invisible="1"/>
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<label for="product_uom_qty" string="Ordered Quantity"/>
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<div>
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<field
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context="{'partner_id':parent.partner_id, 'quantity':product_uom_qty, 'pricelist':parent.pricelist_id, 'uom':product_uom, 'uom_qty_change':True, 'company_id': parent.company_id}"
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name="product_uom_qty" class="oe_inline"/>
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<field name="product_uom" groups="product.group_uom" class="oe_inline oe_no_button"
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attrs="{'readonly': [('state', 'in', ('sale','done', 'cancel'))]}"/>
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</div>
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<label for="qty_delivered" string="Delivered Quantity" attrs="{'invisible': [('parent.state', 'not in', ['sale', 'done'])]}"/>
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<div attrs="{'invisible': [('parent.state', 'not in', ['sale', 'done'])]}">
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<field name="qty_delivered" attrs="{'readonly': [('qty_delivered_updateable', '=', False)]}"/>
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</div>
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<label for="qty_invoiced" string="Invoiced Quantity" attrs="{'invisible': [('parent.state', 'not in', ['sale', 'done'])]}"/>
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<div attrs="{'invisible': [('parent.state', 'not in', ['sale', 'done'])]}">
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<field name="qty_invoiced" attrs="{'invisible': [('parent.state', 'not in', ['sale', 'done'])]}"/>
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</div>
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<field name="price_unit"/>
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<label for="discount" groups="sale.group_discount_per_so_line"/>
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<div name="discount" groups="sale.group_discount_per_so_line">
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<field name="discount" class="oe_inline"/> %%
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</div>
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</group>
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<group>
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<field name="tax_id" widget="many2many_tags" options="{'no_create': True}" domain="[('type_tax_use','=','sale'),('company_id','=',parent.company_id)]"
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attrs="{'readonly': [('qty_invoiced', '>', 0)]}"/>
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<label for="customer_lead"/>
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<div>
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<field name="customer_lead" class="oe_inline"/> days
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</div>
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<label for="analytic_tag_ids" groups="analytic.group_analytic_accounting"/>
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<div>
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<field name="analytic_tag_ids" widget="many2many_tags" groups="analytic.group_analytic_accounting" options="{'color_field': 'color'}"/>
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</div>
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</group>
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</group>
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<label for="name"/>
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<field name="name"/>
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<div groups="base.group_no_one">
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<label for="invoice_lines"/>
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<field name="invoice_lines"/>
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</div>
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<field name="state" invisible="1"/>
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</form>
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<tree string="Sales Order Lines" editable="bottom" decoration-info="invoice_status=='to invoice'">
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<field name="sequence" widget="handle"/>
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<field name="product_updatable" invisible="1"/>
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<field name="product_id"
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attrs="{'readonly': [('product_updatable', '=', False)]}"
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force_save="1"
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context="{'partner_id':parent.partner_id, 'quantity':product_uom_qty, 'pricelist':parent.pricelist_id, 'uom':product_uom, 'company_id': parent.company_id}"
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/>
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<field name="layout_category_id" groups="sale.group_sale_layout"/>
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<field name="name"/>
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<field name="product_uom_qty"
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string="Ordered Qty"
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context="{'partner_id':parent.partner_id, 'quantity':product_uom_qty, 'pricelist':parent.pricelist_id, 'uom':product_uom, 'company_id': parent.company_id}"
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/>
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<field name="qty_delivered"
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attrs="{'column_invisible': [('parent.state', 'not in', ['sale', 'done'])], 'readonly': [('qty_delivered_updateable', '=', False)]}"/>
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<field name="qty_invoiced"
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attrs="{'column_invisible': [('parent.state', 'not in', ['sale', 'done'])]}"/>
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<field name="qty_to_invoice" invisible="1"/>
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<field name="product_uom"
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attrs="{'readonly': [('state', 'in', ('sale','done', 'cancel'))]}"
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context="{'company_id': parent.company_id}"
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groups="product.group_uom" options='{"no_open": True}'/>
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<field name="analytic_tag_ids" groups="analytic.group_analytic_accounting" widget="many2many_tags" options="{'color_field': 'color'}"/>
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<field name="price_unit"
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attrs="{'readonly': [('qty_invoiced', '>', 0)]}"/>
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<field name="tax_id" widget="many2many_tags" options="{'no_create': True}" domain="[('type_tax_use','=','sale'),('company_id','=',parent.company_id)]"
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attrs="{'readonly': [('qty_invoiced', '>', 0)]}"/>
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<field name="discount" groups="sale.group_discount_per_so_line"/>
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<field name="price_subtotal" widget="monetary" groups="sale.group_show_price_subtotal"/>
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<field name="price_total" widget="monetary" groups="sale.group_show_price_total"/>
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<field name="qty_delivered_updateable" invisible="1"/>
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<field name="state" invisible="1"/>
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<field name="invoice_status" invisible="1"/>
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<field name="customer_lead" invisible="1"/>
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<field name="currency_id" invisible="1"/>
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</tree>
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<kanban class="o_kanban_mobile">
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<field name="product_id"/>
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<field name="product_uom_qty"/>
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<field name="product_uom" groups="product.group_uom"/>
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<field name="price_subtotal"/>
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<field name="price_unit"/>
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<templates>
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<t t-name="kanban-box">
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<div t-attf-class="oe_kanban_card oe_kanban_global_click">
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<div class="row">
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<div class="col-xs-8">
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<strong><span><t t-esc="record.product_id.value"/></span></strong>
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</div>
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<div class="col-xs-4">
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<strong><span class="pull-right text-right">
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<t t-esc="record.price_subtotal.value"/></span></strong>
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</div>
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</div>
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<div class="row">
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<div class="col-xs-12 text-muted">
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<span>Quantity: <t t-esc="record.product_uom_qty.value"/> <t t-esc="record.product_uom.value"/></span>
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</div>
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</div>
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<div class="row">
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<div class="col-xs-12 text-muted">
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<span>Unit Price: <t t-esc="record.price_unit.value"/></span>
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</div>
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</div>
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</div>
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<hr/>
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</t>
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</templates>
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</kanban>
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</field>
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<group>
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<group name="left_panel">
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</group>
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<group class="oe_subtotal_footer oe_right" colspan="2" name="sale_total">
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<field name="amount_untaxed" widget='monetary' options="{'currency_field': 'currency_id'}"/>
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<field name="amount_tax" widget='monetary' options="{'currency_field': 'currency_id'}"/>
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<div class="oe_subtotal_footer_separator oe_inline o_td_label">
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<label for="amount_total" />
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</div>
|
|
<field name="amount_total" nolabel="1" class="oe_subtotal_footer_separator" widget='monetary' options="{'currency_field': 'currency_id'}"/>
|
|
</group>
|
|
</group>
|
|
<field name="note" class="oe_inline" placeholder="Setup default terms and conditions in your sales settings ..."/>
|
|
<div class="oe_clear"/>
|
|
</page>
|
|
<page string="Other Information">
|
|
<group>
|
|
<group string="Sales Information" name="sales_person">
|
|
<field name="user_id"/>
|
|
<field name="team_id" options="{'no_create': True}"/>
|
|
<field name="client_order_ref"/>
|
|
<field name="company_id" options="{'no_create': True}" groups="base.group_multi_company"/>
|
|
<field name="branch_id" options="{'no_create': True}" groups="base_branch_company.group_multi_branch"/>
|
|
<field name="analytic_account_id" context="{'default_partner_id':partner_invoice_id, 'default_name':name}" attrs="{'readonly': ['|',('analytic_account_id','!=',False),('invoice_count','!=',0),('state','=','sale')]}" groups="analytic.group_analytic_accounting"/>
|
|
</group>
|
|
<group name="sale_pay" string="Invoicing">
|
|
<field name="date_order" attrs="{'invisible': [('state', 'in', ['sale', 'done', 'cancel'])]}"/>
|
|
<field name="fiscal_position_id" options="{'no_create': True}"/>
|
|
<field name="invoice_status" states="sale,done" invisible="1"/>
|
|
</group>
|
|
<group string="Reporting" name="technical" groups="base.group_no_one">
|
|
<field groups="base.group_no_one" name="origin"/>
|
|
</group>
|
|
</group>
|
|
</page>
|
|
</notebook>
|
|
</sheet>
|
|
<div class="oe_chatter">
|
|
<field name="message_follower_ids" widget="mail_followers"/>
|
|
<field name="activity_ids" widget="mail_activity"/>
|
|
<field name="message_ids" widget="mail_thread"/>
|
|
</div>
|
|
</form>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- inherited view to make the order lines list in the form non-editable
|
|
for the members of some usability groups -->
|
|
<record id="view_order_form_editable_list" model="ir.ui.view">
|
|
<field name="name">sale.order.form.editable.list</field>
|
|
<field name="model">sale.order</field>
|
|
<field name="inherit_id" ref="sale.view_order_form"/>
|
|
<field name="groups_id" eval="[(4, ref('product.group_stock_packaging'))]"/>
|
|
<field name="arch" type="xml">
|
|
<xpath expr="//field[@name='order_line']/tree" position="attributes">
|
|
<attribute name="editable"/>
|
|
</xpath>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="view_sales_order_filter" model="ir.ui.view">
|
|
<field name="name">sale.order.list.select</field>
|
|
<field name="model">sale.order</field>
|
|
<field name="arch" type="xml">
|
|
<search string="Search Sales Order">
|
|
<field name="name" string="Sales Order" filter_domain="['|','|',('name','ilike',self),('client_order_ref','ilike',self),('partner_id','child_of',self)]"/>
|
|
<field name="partner_id" operator="child_of"/>
|
|
<field name="user_id"/>
|
|
<field name="team_id" string="Sales Channel"/>
|
|
<field name="analytic_account_id"/>
|
|
<field name="product_id"/>
|
|
<filter string="My Orders" domain="[('user_id','=',uid)]" name="my_sale_orders_filter"/>
|
|
<separator/>
|
|
<filter string="Unread Messages" name="message_needaction" domain="[('message_needaction','=',True)]"/>
|
|
<separator/>
|
|
<filter string="My Activities" name="activities_my"
|
|
domain="[('activity_ids.user_id', '=', uid)]"/>
|
|
<separator/>
|
|
<filter string="Late Activities" name="activities_overdue"
|
|
domain="[('activity_ids.date_deadline', '<', context_today().strftime('%Y-%m-%d'))]"
|
|
help="Show all records which has next action date is before today"/>
|
|
<filter string="Today Activities" name="activities_today"
|
|
domain="[('activity_ids.date_deadline', '=', context_today().strftime('%Y-%m-%d'))]"/>
|
|
<filter string="Future Activities" name="activities_upcoming_all"
|
|
domain="[('activity_ids.date_deadline', '>', context_today().strftime('%Y-%m-%d'))
|
|
]"/>
|
|
<group expand="0" string="Group By">
|
|
<filter string="Salesperson" domain="[]" context="{'group_by':'user_id'}"/>
|
|
<filter name="customer" string="Customer" domain="[]" context="{'group_by':'partner_id'}"/>
|
|
<filter string="Order Month" domain="[]" context="{'group_by':'date_order'}"/>
|
|
</group>
|
|
</search>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="sale_order_view_search_inherit_quotation" model="ir.ui.view">
|
|
<field name="name">sale.order.search.inherit.quotation</field>
|
|
<field name="model">sale.order</field>
|
|
<field name="mode">primary</field>
|
|
<field name="inherit_id" ref="sale.view_sales_order_filter"/>
|
|
<field name="arch" type="xml">
|
|
<xpath expr="//filter[@name='my_sale_orders_filter']" position="after">
|
|
<separator/>
|
|
<filter string="Quotations" name="draft" domain="[('state','=','draft')]"/>
|
|
<filter string="Quotations Sent" name="sent" domain="[('state','=','sent')]"/>
|
|
<filter string="Sales" name="sales" domain="[('state','in',('sale','done'))]"/>
|
|
</xpath>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="sale_order_view_search_inherit_sale" model="ir.ui.view">
|
|
<field name="name">sale.order.search.inherit.sale</field>
|
|
<field name="model">sale.order</field>
|
|
<field name="mode">primary</field>
|
|
<field name="inherit_id" ref="sale.view_sales_order_filter"/>
|
|
<field name="arch" type="xml">
|
|
<xpath expr="//filter[@name='my_sale_orders_filter']" position="after">
|
|
<separator/>
|
|
<filter string="Sales" name="sales" domain="[('state','in',('progress','done'))]" />
|
|
<separator/>
|
|
<filter string="To Invoice" domain="[('invoice_status','=','to invoice')]" />
|
|
<filter string="Upselling" domain="[('invoice_status','=','upselling')]" />
|
|
</xpath>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="action_orders" model="ir.actions.act_window">
|
|
<field name="name">Sales Orders</field>
|
|
<field name="type">ir.actions.act_window</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_type">form</field>
|
|
<field name="view_mode">tree,kanban,form,calendar,pivot,graph</field>
|
|
<field name="search_view_id" ref="sale_order_view_search_inherit_sale"/>
|
|
<field name="context">{}</field>
|
|
<field name="domain">[('state', 'not in', ('draft', 'sent', 'cancel'))]</field>
|
|
<field name="help" type="html">
|
|
<p class="oe_view_nocontent_create">
|
|
Create a Quotation, the first step of a new sale.
|
|
</p><p>
|
|
Once the quotation is confirmed, it becomes a sales order.
|
|
You'll be able to invoice it and collect payments.
|
|
From the <i>Sales Orders</i> menu, you can track delivery
|
|
orders or services.
|
|
</p>
|
|
</field>
|
|
</record>
|
|
|
|
<menuitem id="menu_sale_order"
|
|
name="Orders"
|
|
action="action_orders"
|
|
parent="sale_order_menu"
|
|
sequence="2" groups="sales_team.group_sale_salesman"/>
|
|
|
|
<record id="action_orders_to_invoice" model="ir.actions.act_window">
|
|
<field name="name">Orders to Invoice</field>
|
|
<field name="type">ir.actions.act_window</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_type">form</field>
|
|
<field name="view_mode">tree,form,calendar,graph,pivot,kanban</field>
|
|
<field name="context">{'create': False}</field>
|
|
<field name="domain">[('invoice_status','=','to invoice')]</field>
|
|
<field name="search_view_id" ref="view_sales_order_filter"/>
|
|
<field name="help" type="html">
|
|
<p>
|
|
You will find here all orders that are ready to be invoiced.
|
|
</p><p>
|
|
You can select all orders and invoice them in batch, or check
|
|
every order and invoice them one by one.
|
|
</p>
|
|
</field>
|
|
</record>
|
|
|
|
<menuitem id="menu_sale_invoicing"
|
|
name="Invoicing"
|
|
parent="sale_menu_root"
|
|
sequence="3" groups="sales_team.group_sale_salesman"/>
|
|
|
|
<menuitem id="menu_sale_order_invoice"
|
|
action="action_orders_to_invoice"
|
|
parent="sale.menu_sale_invoicing"
|
|
sequence="2" active="False"/>
|
|
|
|
<record id="action_orders_upselling" model="ir.actions.act_window">
|
|
<field name="name">Orders to Upsell</field>
|
|
<field name="type">ir.actions.act_window</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_type">form</field>
|
|
<field name="view_mode">tree,form,calendar,graph,pivot,kanban</field>
|
|
<field name="domain">[('invoice_status','=','upselling')]</field>
|
|
<field name="context">{'create': False}</field>
|
|
<field name="search_view_id" ref="view_sales_order_filter"/>
|
|
<field name="help" type="html">
|
|
<p>
|
|
Orders to upsell are orders having products with an invoicing
|
|
policy based on <i>ordered quantities</i> for which you have
|
|
delivered more than what have been ordered.
|
|
</p><p>
|
|
<i>Example: pre-paid service offers for which the customer have
|
|
to buy an extra pack of hours, because he used all his support
|
|
hours.</i>
|
|
</p>
|
|
</field>
|
|
</record>
|
|
<menuitem action="action_orders_upselling"
|
|
id="menu_sale_order_upselling" parent="sale.menu_sale_invoicing"
|
|
sequence="5" active="False"/>
|
|
|
|
|
|
<record id="action_quotations" model="ir.actions.act_window">
|
|
<field name="name">Quotations</field>
|
|
<field name="type">ir.actions.act_window</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_type">form</field>
|
|
<field name="view_id" ref="view_quotation_tree"/>
|
|
<field name="view_mode">tree,kanban,form,calendar,pivot,graph</field>
|
|
<field name="search_view_id" ref="sale_order_view_search_inherit_quotation"/>
|
|
<field name="help" type="html">
|
|
<p class="oe_view_nocontent_create">
|
|
Create a Quotation, the first step of a new sale.
|
|
</p><p>
|
|
Your next actions should flow efficiently: confirm the Quotation
|
|
to a Sales Order, then create the Invoice and collect the Payment.
|
|
</p>
|
|
</field>
|
|
</record>
|
|
|
|
<menuitem id="menu_sale_quotations"
|
|
action="action_quotations"
|
|
parent="sale_order_menu"
|
|
sequence="1" groups="sales_team.group_sale_salesman"/>
|
|
|
|
<record id="view_order_line_tree" model="ir.ui.view">
|
|
<field name="name">sale.order.line.tree</field>
|
|
<field name="model">sale.order.line</field>
|
|
<field name="arch" type="xml">
|
|
<tree string="Sales Order Lines" create="false">
|
|
<field name="product_id" invisible="1"/>
|
|
<field name="order_id"/>
|
|
<field name="order_partner_id"/>
|
|
<field name="name"/>
|
|
<field name="salesman_id"/>
|
|
<field name="product_uom_qty" string="Qty"/>
|
|
<field name="qty_delivered"/>
|
|
<field name="qty_invoiced"/>
|
|
<field name="qty_to_invoice"/>
|
|
<field name="product_uom" string="Unit of Measure" groups="product.group_uom"/>
|
|
<field name="price_subtotal" sum="Total" widget="monetary"/>
|
|
</tree>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="view_sales_order_line_filter" model="ir.ui.view">
|
|
<field name="name">sale.order.line.select</field>
|
|
<field name="model">sale.order.line</field>
|
|
<field name="arch" type="xml">
|
|
<search string="Search Sales Order">
|
|
<filter string="To Invoice" domain="[('qty_to_invoice','!=', 0)]" help="Sales Order Lines ready to be invoiced"/>
|
|
<separator/>
|
|
<filter string="My Sales Order Lines" domain="[('salesman_id','=',uid)]" help="Sales Order Lines related to a Sales Order of mine"/>
|
|
<field name="order_id"/>
|
|
<field name="order_partner_id" operator="child_of"/>
|
|
<field name="product_id"/>
|
|
<field name="salesman_id"/>
|
|
<group expand="0" string="Group By">
|
|
<filter string="Product" domain="[]" context="{'group_by':'product_id'}"/>
|
|
<filter string="Order" domain="[]" context="{'group_by':'order_id'}"/>
|
|
<filter string="Salesperson" domain="[]" context="{'group_by':'salesman_id'}"/>
|
|
</group>
|
|
</search>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="action_product_sale_list" model="ir.actions.act_window">
|
|
<field name="name">Sales Order Lines</field>
|
|
<field name="res_model">sale.order.line</field>
|
|
<field name="view_mode">tree</field>
|
|
<field name="context">{'search_default_product_id': [active_id], 'default_product_id': active_id}</field>
|
|
<field name="domain">[('state', 'in', ['sale', 'done'])]</field>
|
|
</record>
|
|
|
|
<record model="ir.ui.view" id="product_form_view_sale_order_button">
|
|
<field name="name">product.product.sale.order</field>
|
|
<field name="model">product.product</field>
|
|
<field name="inherit_id" ref="product.product_normal_form_view"/>
|
|
<field name="groups_id" eval="[(4, ref('sales_team.group_sale_salesman'))]"/>
|
|
<field name="arch" type="xml">
|
|
<button name="toggle_active" position="before">
|
|
<button class="oe_stat_button" name="%(action_product_sale_list)d"
|
|
type="action" icon="fa-usd" groups="sales_team.group_sale_salesman">
|
|
<field string="Sales" name="sales_count" widget="statinfo" />
|
|
</button>
|
|
</button>
|
|
<group name="sale_warning" position="replace">
|
|
<group string="Warning when Selling this Product" groups="sale.group_warning_sale">
|
|
<field name="sale_line_warn" nolabel="1"/>
|
|
<field name="sale_line_warn_msg" colspan="3" nolabel="1"
|
|
attrs="{'required':[('sale_line_warn','!=','no-message')],'readonly':[('sale_line_warn','=','no-message')]}"/>
|
|
</group>
|
|
</group>
|
|
</field>
|
|
</record>
|
|
|
|
<record model="ir.ui.view" id="product_template_form_view_sale_order_button">
|
|
<field name="name">product.template.sale.order.button</field>
|
|
<field name="model">product.template</field>
|
|
<field name="inherit_id" ref="product.product_template_only_form_view"/>
|
|
<field name="groups_id" eval="[(4, ref('sales_team.group_sale_salesman'))]"/>
|
|
<field name="arch" type="xml">
|
|
<button name="toggle_active" position="before">
|
|
<button class="oe_stat_button" name="action_view_sales"
|
|
type="object" icon="fa-usd" groups="sales_team.group_sale_salesman">
|
|
<field string="Sales" name="sales_count" widget="statinfo" />
|
|
</button>
|
|
</button>
|
|
<group name="sale_warning" position="replace">
|
|
<group string="Warning when Selling this Product" groups="sale.group_warning_sale">
|
|
<field name="sale_line_warn" nolabel="1"/>
|
|
<field name="sale_line_warn_msg" colspan="3" nolabel="1"
|
|
attrs="{'required':[('sale_line_warn','!=','no-message')],'readonly':[('sale_line_warn','=','no-message')], 'invisible':[('sale_line_warn','=','no-message')]}"/>
|
|
</group>
|
|
</group>
|
|
</field>
|
|
</record>
|
|
|
|
<record model="ir.ui.view" id="product_template_form_view_invoice_policy">
|
|
<field name="name">product.template.invoice.policy</field>
|
|
<field name="model">product.template</field>
|
|
<field name="inherit_id" ref="product.product_template_form_view"/>
|
|
<field name="arch" type="xml">
|
|
<group name="invoicing" position="inside">
|
|
<group string="Invoicing" name="invoicing" attrs="{'invisible': [('sale_ok','=',False)]}">
|
|
<field name="invoice_policy" widget="radio"/>
|
|
<field name="service_type" widget="radio" invisible="True"/>
|
|
</group>
|
|
</group>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- Update account invoice search view!-->
|
|
<record id="account_invoice_groupby_inherit" model="ir.ui.view">
|
|
<field name="name">account.invoice.groupby</field>
|
|
<field name="model">account.invoice</field>
|
|
<field name="inherit_id" ref="account.view_account_invoice_filter"/>
|
|
<field name="arch" type="xml">
|
|
<xpath expr="//field[@name='user_id']" position="after">
|
|
<field name="team_id"/>
|
|
</xpath>
|
|
<xpath expr="//group/filter[@name='status']" position="after">
|
|
<filter string="Sales Channel" domain="[]" context="{'group_by':'team_id'}"/>
|
|
</xpath>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- Update account invoice !-->
|
|
<record model="ir.ui.view" id="account_invoice_form">
|
|
<field name="name">Account Invoice</field>
|
|
<field name="model">account.invoice</field>
|
|
<field name="inherit_id" ref="account.invoice_form"/>
|
|
<field name="arch" type="xml">
|
|
<data>
|
|
<xpath expr="//field[@name='user_id']" position="after">
|
|
<field name="team_id"/>
|
|
</xpath>
|
|
<xpath expr="//field[@name='partner_id']" position="after">
|
|
<field name="partner_shipping_id" groups="sale.group_delivery_invoice_address"/>
|
|
</xpath>
|
|
<xpath expr="//page/field[@name='invoice_line_ids']/tree/field[@name='product_id']" position="after">
|
|
<field name="layout_category_id" groups="sale.group_sale_layout"/>
|
|
</xpath>
|
|
<xpath expr="//field[@name='discount']" position="attributes">
|
|
<attribute name="groups">sale.group_discount_per_so_line</attribute>
|
|
</xpath>
|
|
</data>
|
|
</field>
|
|
</record>
|
|
|
|
<record model="ir.ui.view" id="account_invoice_line_tree">
|
|
<field name="name">account.invoice.line.tree</field>
|
|
<field name="model">account.invoice.line</field>
|
|
<field name="inherit_id" ref="account.view_invoice_line_tree"/>
|
|
<field name="arch" type="xml">
|
|
<data>
|
|
<xpath expr="//field[@name='discount']" position="attributes">
|
|
<attribute name="groups">sale.group_discount_per_so_line</attribute>
|
|
</xpath>
|
|
</data>
|
|
</field>
|
|
</record>
|
|
|
|
<record model="ir.ui.view" id="account_invoice_line_form">
|
|
<field name="name">account.invoice.line.form</field>
|
|
<field name="model">account.invoice.line</field>
|
|
<field name="inherit_id" ref="account.view_invoice_line_form"/>
|
|
<field name="arch" type="xml">
|
|
<data>
|
|
<xpath expr="//group/group/field[@name='product_id']" position="after">
|
|
<field name="layout_category_id" groups="sale.group_sale_layout"/>
|
|
</xpath>
|
|
<xpath expr="//field[@name='discount']" position="attributes">
|
|
<attribute name="groups">sale.group_discount_per_so_line</attribute>
|
|
</xpath>
|
|
</data>
|
|
</field>
|
|
</record>
|
|
|
|
<record model="ir.ui.view" id="account_invoice_supplier_form">
|
|
<field name="name">account.invoice.supplier.form</field>
|
|
<field name="model">account.invoice</field>
|
|
<field name="inherit_id" ref="account.invoice_supplier_form"/>
|
|
<field name="arch" type="xml">
|
|
<data>
|
|
<xpath expr="//field[@name='discount']" position="attributes">
|
|
<attribute name="groups">sale.group_discount_per_so_line</attribute>
|
|
</xpath>
|
|
</data>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="product_pricelist_view_tree" model="ir.ui.view">
|
|
<field name="name">product.pricelist.tree.inherit.product</field>
|
|
<field name="model">product.pricelist</field>
|
|
<field name="inherit_id" ref="product.product_pricelist_view_tree"/>
|
|
<field name="arch" type="xml">
|
|
<field name="currency_id" position="before">
|
|
<field name="discount_policy" groups="sale.group_discount_per_so_line"/>
|
|
</field>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="product_pricelist_view_form" model="ir.ui.view">
|
|
<field name="name">product.pricelist.form.inherit.product</field>
|
|
<field name="model">product.pricelist</field>
|
|
<field name="inherit_id" ref="product.product_pricelist_view"/>
|
|
<field name="arch" type="xml">
|
|
<field name="currency_id" position="before">
|
|
<field name="discount_policy" groups="sale.group_discount_per_so_line" widget="radio"/>
|
|
</field>
|
|
</field>
|
|
</record>
|
|
|
|
<record model="ir.ui.view" id="product_pricelist_view_kanban">
|
|
<field name="name">product.pricelist.kanban.inherit.product</field>
|
|
<field name="model">product.pricelist</field>
|
|
<field name="inherit_id" ref="product.product_pricelist_view_kanban"/>
|
|
<field name="arch" type="xml">
|
|
<data>
|
|
<xpath expr='//div[contains(@id, "product_pricelist")]' position="after">
|
|
<field name="discount_policy"/>
|
|
</xpath>
|
|
</data>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- search by Salesteams -->
|
|
<record id="action_orders_salesteams" model="ir.actions.act_window">
|
|
<field name="name">Sales Orders</field>
|
|
<field name="type">ir.actions.act_window</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_type">form</field>
|
|
<field name="view_mode">tree,form,calendar,graph,kanban,pivot</field>
|
|
<field name="search_view_id" ref="sale.sale_order_view_search_inherit_sale"/>
|
|
<field name="domain">[('state','not in',('draft','sent','cancel'))]</field>
|
|
<field name="context">{
|
|
'search_default_team_id': [active_id],
|
|
'default_team_id': active_id,
|
|
}
|
|
</field>
|
|
<field name="help" type="html">
|
|
<p class="oe_view_nocontent_create">
|
|
Create a Quotation, the first step of a new sale.
|
|
</p><p>
|
|
Your next actions should flow efficiently: confirm the Quotation to a Sales Order, then create the Invoice and collect the Payment.
|
|
</p>
|
|
</field>
|
|
</record>
|
|
<record id="action_orders_to_invoice_salesteams" model="ir.actions.act_window">
|
|
<field name="name">Sales Orders</field>
|
|
<field name="type">ir.actions.act_window</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_type">form</field>
|
|
<field name="view_mode">tree,form,calendar,graph,kanban,pivot</field>
|
|
<field name="search_view_id" ref="sale.sale_order_view_search_inherit_sale"/>
|
|
<field name="domain">[('state', '=', 'sale'),('invoice_status','=','to invoice')]</field>
|
|
<field name="context">{
|
|
'search_default_team_id': [active_id],
|
|
'default_team_id': active_id,
|
|
}
|
|
</field>
|
|
</record>
|
|
|
|
<record id="action_quotations_salesteams" model="ir.actions.act_window">
|
|
<field name="name">Quotations</field>
|
|
<field name="type">ir.actions.act_window</field>
|
|
<field name="res_model">sale.order</field>
|
|
<field name="view_type">form</field>
|
|
<field name="view_id" ref="sale.view_quotation_tree"/>
|
|
<field name="view_mode">tree,form,calendar,graph,kanban,pivot</field>
|
|
<field name="context">{
|
|
'search_default_team_id': [active_id],
|
|
'default_team_id': active_id,
|
|
'show_address': 1,
|
|
}
|
|
</field>
|
|
<field name="domain">[]</field>
|
|
<field name="search_view_id" ref="sale.sale_order_view_search_inherit_quotation"/>
|
|
<field name="help" type="html">
|
|
<p class="oe_view_nocontent_create">
|
|
Create a Quotation, the first step of a new sale.
|
|
</p><p>
|
|
Your next actions should flow efficiently: confirm the Quotation
|
|
to a Sales Order, then create the Invoice and collect the Payment.
|
|
</p>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="action_invoice_salesteams" model="ir.actions.act_window">
|
|
<field name="name">Invoices</field>
|
|
<field name="res_model">account.invoice</field>
|
|
<field name="view_type">form</field>
|
|
<field name="view_mode">tree,form,calendar,graph,kanban,pivot</field>
|
|
<field name="view_id" ref="account.invoice_tree"/>
|
|
<field name="domain">[
|
|
('state', 'not in', ['draft', 'cancel']),
|
|
('type', '=', 'out_invoice')]</field>
|
|
<field name="context">{
|
|
'search_default_team_id': [active_id],
|
|
'default_team_id': active_id,
|
|
'default_type':'out_invoice',
|
|
'type':'out_invoice',
|
|
'journal_type': 'sale',
|
|
}
|
|
</field>
|
|
<field name="search_view_id" ref="account.view_account_invoice_filter"/>
|
|
</record>
|
|
|
|
<record id="action_invoice_salesteams_view_tree" model="ir.actions.act_window.view">
|
|
<field name="sequence">1</field>
|
|
<field name="view_mode">tree</field>
|
|
<field name="act_window_id" ref="sale.action_invoice_salesteams"/>
|
|
</record>
|
|
|
|
<record id="action_invoice_salesteams_view_form" model="ir.actions.act_window.view">
|
|
<field name="sequence">2</field>
|
|
<field name="view_mode">form</field>
|
|
<field name="view_id" ref="account.invoice_form"/>
|
|
<field name="act_window_id" ref="sale.action_invoice_salesteams"/>
|
|
</record>
|
|
|
|
<record id="action_order_report_quotation_salesteam" model="ir.actions.act_window">
|
|
<field name="name">Quotations Analysis</field>
|
|
<field name="res_model">sale.report</field>
|
|
<field name="view_mode">graph</field>
|
|
<field name="domain">[('state','=','draft'),('team_id', '=', active_id)]</field>
|
|
<field name="context">{'search_default_order_month':1}</field>
|
|
<field name="help">This report performs analysis on your quotations. Analysis check your sales revenues and sort it by different group criteria (salesman, partner, product, etc.) Use this report to perform analysis on sales not having invoiced yet. If you want to analyse your turnover, you should use the Invoice Analysis report in the Accounting application.</field>
|
|
</record>
|
|
|
|
<record id="action_order_report_so_salesteam" model="ir.actions.act_window">
|
|
<field name="name">Sales Analysis</field>
|
|
<field name="res_model">sale.report</field>
|
|
<field name="view_mode">graph</field>
|
|
<field name="domain">[('state','not in',('draft','cancel')),('team_id', '=', active_id)]</field>
|
|
<field name="context">{'search_default_order_month':1}</field>
|
|
<field name="help">This report performs analysis on your sales orders. Analysis check your sales revenues and sort it by different group criteria (salesman, partner, product, etc.) Use this report to perform analysis on sales not having invoiced yet. If you want to analyse your turnover, you should use the Invoice Analysis report in the Accounting application.</field>
|
|
</record>
|
|
|
|
<record id="action_account_invoice_report_salesteam" model="ir.actions.act_window">
|
|
<field name="name">Invoices Analysis</field>
|
|
<field name="res_model">account.invoice.report</field>
|
|
<field name="view_mode">graph</field>
|
|
<field name="domain">[('team_id', '=', active_id),('state', 'not in', ['draft', 'cancel'])]</field>
|
|
<field name="context">{'search_default_month':1}</field>
|
|
<field name="help">From this report, you can have an overview of the amount invoiced to your customer. The search tool can also be used to personalise your Invoices reports and so, match this analysis to your needs.</field>
|
|
</record>
|
|
</flectra>
|