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authorRémy Baranx (bar) <bar@odoo.com>2020-03-05 13:09:39 +0000
committerThibault Delavallée <tde@odoo.com>2020-03-23 09:08:47 +0000
commitfd4798195d0d2d2c72a779dbceca4a63205c6421 (patch)
tree1d4793c7e1b72bcca9fe354926b9f8844ec80b0d /addons
parent32ec8a974ddd8715bd76faf7a2d95e4a870c6132 (diff)
[IMP] crm, sales: add crm tags on sale orders
As the crm.lead.tags model shall be used in CRM and/or Sales apps, it has been moved to the sales_team module, which is a depedency of the CRM and Sales apps. As these tags becomes more generic than just "lead tags", the model has been renamed from crm.lead.tags to crm.tags. Tags on sale orders were already present but not visible. They are now visible in the "Other Info" section, and optionally in sale order tree views. When a quotation is created from an opportunity (CRM app), existing tags are populated from the opportunity to the sale order (Sales app). Views and demo data of several modules have been updated accordingly. Task ID 2191276
Diffstat (limited to 'addons')
-rw-r--r--addons/crm/data/crm_lead_demo.xml123
-rw-r--r--addons/crm/models/__init__.py1
-rw-r--r--addons/crm/models/crm_lead.py10
-rw-r--r--addons/crm/security/ir.model.access.csv3
-rw-r--r--addons/crm/views/crm_lead_views.xml54
-rw-r--r--addons/crm_iap_lead/models/crm_iap_lead_mining_request.py2
-rw-r--r--addons/crm_iap_lead_website/models/crm_reveal_rule.py2
-rw-r--r--addons/sale/models/sale.py1
-rw-r--r--addons/sale/views/sale_views.xml12
-rw-r--r--addons/sale_crm/models/crm_lead.py1
-rw-r--r--addons/sale_crm/models/sale_order.py1
-rw-r--r--addons/sale_crm/views/sale_order_views.xml22
-rw-r--r--addons/sales_team/__manifest__.py5
-rw-r--r--addons/sales_team/data/crm_tag_demo.xml39
-rw-r--r--addons/sales_team/models/__init__.py1
-rw-r--r--addons/sales_team/models/crm_tag.py (renamed from addons/crm/models/crm_lead_tag.py)4
-rw-r--r--addons/sales_team/security/ir.model.access.csv3
-rw-r--r--addons/sales_team/views/crm_tag_views.xml54
-rw-r--r--addons/website_crm_partner_assign/data/crm_lead_demo.xml2
-rw-r--r--addons/website_crm_partner_assign/data/crm_partner_assign_data.xml6
20 files changed, 172 insertions, 174 deletions
diff --git a/addons/crm/data/crm_lead_demo.xml b/addons/crm/data/crm_lead_demo.xml
index 10f47973e20..e1b3c7edf1d 100644
--- a/addons/crm/data/crm_lead_demo.xml
+++ b/addons/crm/data/crm_lead_demo.xml
@@ -1,41 +1,6 @@
<?xml version="1.0"?>
<odoo>
<data noupdate="1">
-
- <!-- crm categories -->
- <record id="categ_oppor1" model="crm.lead.tag">
- <field name="name">Product</field>
- <field name="color" eval="1"/>
- </record>
- <record id="categ_oppor2" model="crm.lead.tag">
- <field name="name">Software</field>
- <field name="color" eval="2"/>
- </record>
- <record id="categ_oppor3" model="crm.lead.tag">
- <field name="name">Services</field>
- <field name="color" eval="3"/>
- </record>
- <record id="categ_oppor4" model="crm.lead.tag">
- <field name="name">Information</field>
- <field name="color" eval="4"/>
- </record>
- <record id="categ_oppor5" model="crm.lead.tag">
- <field name="name">Design</field>
- <field name="color" eval="5"/>
- </record>
- <record id="categ_oppor6" model="crm.lead.tag">
- <field name="name">Training</field>
- <field name="color" eval="6"/>
- </record>
- <record id="categ_oppor7" model="crm.lead.tag">
- <field name="name">Consulting</field>
- <field name="color" eval="7"/>
- </record>
- <record id="categ_oppor8" model="crm.lead.tag">
- <field name="name">Other</field>
- <field name="color" eval="8"/>
- </record>
-
<!-- Demo Leads -->
<record id="crm_case_1" model="crm.lead">
<field name="create_date" eval="DateTime.now() - relativedelta(days=8)"/>
@@ -50,7 +15,7 @@
<field name="zip">93190</field>
<field name="street">Rue Léon Dierx 73</field>
<field name="phone">+33 1 25 54 45 69</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor6])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor6')])]"/>
<field name="priority">1</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field name="user_id" ref="base.user_admin"/>
@@ -86,7 +51,7 @@
<field name="zip">33000</field>
<field name="street">Rue Ignasse Blanchoux 214/32</field>
<field name="phone">+33 1 25 54 45 69</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor2])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor2')])]"/>
<field name="priority">1</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field name="user_id" ref="base.user_admin"/>
@@ -119,7 +84,7 @@
<field name="zip">10001</field>
<field name="street">Lafayette Ave 450/12</field>
<field name="phone">+1 555 754 3010</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor4, categ_oppor5])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor4'), ref('sales_team.categ_oppor5')])]"/>
<field name="priority">2</field>
<field name="team_id" ref="sales_team.crm_team_1"/>
<field name="user_id" ref="base.user_admin"/>
@@ -141,7 +106,7 @@
<field name="city">Manchester</field>
<field name="zip">03101</field>
<field name="street">United Street 68</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor5])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor5')])]"/>
<field name="priority">2</field>
<field name="team_id" ref="sales_team.crm_team_1"/>
<field name="user_id" ref="base.user_admin"/>
@@ -165,7 +130,7 @@
<field name="zip">1909</field>
<field name="street">West Allegheny Ave 800</field>
<field name="phone">+1 813 494 5005</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">2</field>
<field name="team_id" ref="sales_team.crm_team_1"/>
<field name="user_id" ref="base.user_admin"/>
@@ -204,7 +169,7 @@ Contact: +1 813 494 5005</p>]]></field>
<field name="country_id" ref="base.it"/>
<field name="city">Roma</field>
<field name="zip">00118</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor3, categ_oppor4])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor3'), ref('sales_team.categ_oppor4')])]"/>
<field name="priority">2</field>
<field name="team_id" ref="sales_team.crm_team_1"/>
<field name="user_id" ref="base.user_admin"/>
@@ -226,7 +191,7 @@ Contact: +1 813 494 5005</p>]]></field>
<field name="zip">29000</field>
<field name="street">R. Sen. Pompeu</field>
<field name="phone">+11 55 21 5555 5555</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor4])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor4')])]"/>
<field name="priority">0</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field name="user_id" ref="base.user_admin"/>
@@ -247,7 +212,7 @@ Contact: +1 813 494 5005</p>]]></field>
<field name="country_id" ref="base.uk"/>
<field name="city">London</field>
<field name="zip">E1AB</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor4, categ_oppor8])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor4'), ref('sales_team.categ_oppor8')])]"/>
<field name="priority">1</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field name="user_id" ref="base.user_admin"/>
@@ -282,7 +247,7 @@ ESM Expert<br />]]></field>
<field name="country_id" ref="base.uk"/>
<field name="city">Oxford</field>
<field name="zip">OX1 1RQ</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor4, categ_oppor7])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor4'), ref('sales_team.categ_oppor7')])]"/>
<field name="priority">2</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field name="user_id" ref="base.user_demo"/>
@@ -303,7 +268,7 @@ ESM Expert<br />]]></field>
<field name="country_id" ref="base.es"/>
<field name="city">Madrid</field>
<field name="zip">28001</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">2</field>
<field name="team_id" ref="sales_team.crm_team_1"/>
<field name="user_id" ref="base.user_demo"/>
@@ -338,7 +303,7 @@ Andrew</p>]]></field>
<field name="country_id" ref="base.be"/>
<field name="city">Wavre</field>
<field name="zip">1300</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor7])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor7')])]"/>
<field name="priority">2</field>
<field name="team_id" ref="sales_team.crm_team_1"/>
<field name="user_id" ref="base.user_admin"/>
@@ -358,7 +323,7 @@ Andrew</p>]]></field>
<field name="partner_id" ref="base.res_partner_1"/>
<field name="country_id" ref="base.cn"/>
<field name="city">Shenzhen</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">2</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field name="user_id" ref="base.user_admin"/>
@@ -386,7 +351,7 @@ Andrew</p>]]></field>
<field name="country_id" ref="base.au"/>
<field name="city">Melbourne</field>
<field name="street">Kensington Road 189</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="team_id" ref="sales_team.team_sales_department"/>
@@ -412,7 +377,7 @@ Andrew</p>]]></field>
<field name="zip">1300</field>
<field name="street">Rue de Namur 69</field>
<field name="phone">+32 10 588 558</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor2])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor2')])]"/>
<field name="priority">2</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="team_id" ref="sales_team.crm_team_1"/>
@@ -435,7 +400,7 @@ Andrew</p>]]></field>
<field name="city">Wavre</field>
<field name="street">Rue de Namur 69</field>
<field name="phone">+32 10 588 558</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=1)).strftime('%Y-%m-%d %H:%M')"/>
<field name="team_id" ref="sales_team.team_sales_department"/>
@@ -528,7 +493,7 @@ Andrew</p>]]></field>
<field name="city">Liverpool</field>
<field name="zip">L25 4RL</field>
<field name="street">Union Road</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor5])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor5')])]"/>
<field name="priority">2</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=1)).strftime('%Y-%m-%d %H:%M')"/>
<field name="team_id" ref="sales_team.team_sales_department"/>
@@ -553,7 +518,7 @@ Andrew</p>]]></field>
<field name="city">Brussels</field>
<field name="zip">1100</field>
<field name="street">Rue des Palais 51, bte 33</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor3,categ_oppor4])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor3'),ref('sales_team.categ_oppor4')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(days=3)).strftime('%Y-%m-%d %H:%M')"/>
<field name="team_id" ref="sales_team.crm_team_1"/>
@@ -586,7 +551,7 @@ Andrew</p>]]></field>
<field name="street">3661 Station Street</field>
<field name="country_id" ref="base.uk"/>
<field name="partner_id" ref="base.res_partner_4"/>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor4,categ_oppor6])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor4'),ref('sales_team.categ_oppor6')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=3)).strftime('%Y-%m-%d %H:%M')"/>
<field name="team_id" ref="sales_team.crm_team_1"/>
@@ -636,7 +601,7 @@ Andrew</p>]]></field>
<field name="street">3rd Floor, Room 3-C,</field>
<field name="street2">Carretera Panamericana, Km 1, Urb. Delgado Chalbaud</field>
<field name="phone">+58 212 681 0538</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=1)).strftime('%Y-%m-%d %H:%M')"/>
<field name="team_id" ref="sales_team.team_sales_department"/>
@@ -661,7 +626,7 @@ Andrew</p>]]></field>
<field name="zip">60610</field>
<field name="city">Chicago</field>
<field name="phone">+1 312 349 2324</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor4,categ_oppor8])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor4'),ref('sales_team.categ_oppor8')])]"/>
<field name="priority">2</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field name="user_id" ref="base.user_admin"/>
@@ -681,7 +646,7 @@ Andrew</p>]]></field>
<field name="city">Birmingham</field>
<field name="zip">B46 3AG</field>
<field name="street">Cannon Hill Park</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor7])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor7')])]"/>
<field name="priority">2</field>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field name="user_id" ref="base.user_admin"/>
@@ -700,7 +665,7 @@ Andrew</p>]]></field>
<field name="contact_name">Benjamin Flores</field>
<field name="partner_name">Nebula Business</field>
<field name="partner_id" ref="base.res_partner_12"/>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor3])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor3')])]"/>
<field name="priority">1</field>
<field name="team_id" ref="sales_team.crm_team_1"/>
<field name="user_id" ref="base.user_admin"/>
@@ -718,7 +683,7 @@ Andrew</p>]]></field>
<field name="probability">80.0</field>
<field name="partner_id" ref="base.res_partner_18"/>
<field name="priority">0</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor3])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor3')])]"/>
<field name="team_id" ref="sales_team.crm_team_1"/>
<field name="user_id" ref="base.user_demo"/>
<field name="stage_id" ref="crm.stage_lead3"/>
@@ -737,7 +702,7 @@ Andrew</p>]]></field>
<field name="country_id" ref="base.pe"/>
<field name="city">Lima</field>
<field name="priority">0</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor7])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor7')])]"/>
<field name="team_id" ref="sales_team.crm_team_1"/>
<field name="user_id" ref="base.user_admin"/>
<field name="stage_id" ref="crm.stage_lead3"/>
@@ -761,7 +726,7 @@ Andrew</p>]]></field>
<field name="street">Palermo, Capital Federal</field>
<field name="street2">C1414CMS Capital Federal</field>
<field name="priority">2</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor4])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor4')])]"/>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field name="user_id" ref="base.user_admin"/>
<field name="stage_id" ref="crm.stage_lead3"/>
@@ -784,7 +749,7 @@ Andrew</p>]]></field>
<field name="city">Wavre</field>
<field name="zip">1300</field>
<field name="priority">2</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor2])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor2')])]"/>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(days=6)).strftime('%Y-%m-%d %H:%M')"/>
<field name="team_id" ref="sales_team.crm_team_1"/>
<field name="user_id" ref="base.user_demo"/>
@@ -808,7 +773,7 @@ Andrew</p>]]></field>
<field name="zip">1300</field>
<field name="street">Rue de Namur 69</field>
<field name="priority">2</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor2])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor2')])]"/>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(days=6)).strftime('%Y-%m-%d %H:%M')"/>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field name="user_id" ref="base.user_demo"/>
@@ -832,7 +797,7 @@ Andrew</p>]]></field>
<field name="zip">1300</field>
<field name="street">Rue de Namur 69</field>
<field name="priority">0</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor1, categ_oppor5])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1'), ref('sales_team.categ_oppor5')])]"/>
<field name="date_deadline" eval="DateTime.today() + relativedelta(days=12)"/>
<field name="team_id" ref="sales_team.team_sales_department"/>
<field name="user_id" ref="base.user_demo"/>
@@ -852,7 +817,7 @@ Andrew</p>]]></field>
<field name="zip">93190</field>
<field name="street">Rue Léon Dierx 73</field>
<field name="phone">+33 1 25 54 45 69</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor6])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor6')])]"/>
<field name="priority">1</field>
<field name="date_open" eval="(DateTime.today() - relativedelta(months=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="stage_id" ref="stage_lead2"/>
@@ -874,7 +839,7 @@ Andrew</p>]]></field>
<field name="zip">1080</field>
<field name="street">Rue du Commerce 93</field>
<field name="phone">+32 22 33 54 07</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor6])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor6')])]"/>
<field name="priority">1</field>
<field name="date_open" eval="(DateTime.today() - relativedelta(months=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="stage_id" ref="stage_lead1"/>
@@ -894,7 +859,7 @@ Andrew</p>]]></field>
<field name="country_id" ref="base.au"/>
<field name="city">Chevy Chase</field>
<field name="street">1920 Del Dew Drive</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="team_id" ref="sales_team.team_sales_department"/>
@@ -916,7 +881,7 @@ Andrew</p>]]></field>
<field name="country_id" ref="base.au"/>
<field name="city">Chevy Chase</field>
<field name="street">1920 Del Dew Drive</field>
- <field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="team_id" ref="sales_team.team_sales_department"/>
@@ -937,7 +902,7 @@ Andrew</p>]]></field>
<field name="email_from">max123@itconsult.com</field>
<field name="country_id" ref="base.it"/>
<field name="city">Milan</field>
-<field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+<field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="stage_id" ref="crm.stage_lead2"/>
@@ -957,7 +922,7 @@ Andrew</p>]]></field>
<field name="country_id" ref="base.gr"/>
<field name="city">London</field>
<field name="street">1 Russel square</field>
-<field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+<field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="stage_id" ref="crm.stage_lead3"/>
@@ -977,7 +942,7 @@ Andrew</p>]]></field>
<field name="email_from">roxshott9@trellian.com</field>
<field name="country_id" ref="base.br"/>
<field name="city">Canguaretama</field>
-<field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+<field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="stage_id" ref="crm.stage_lead2"/>
@@ -996,7 +961,7 @@ Andrew</p>]]></field>
<field name="email_from">mlimprecht8@fastcompany.com</field>
<field name="country_id" ref="base.pt"/>
<field name="city">Valejas</field>
-<field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+<field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="stage_id" ref="crm.stage_lead2"/>
@@ -1016,7 +981,7 @@ Andrew</p>]]></field>
<field name="email_from">akalinovich7@tinypic.com</field>
<field name="country_id" ref="base.id"/>
<field name="city">Boafeo</field>
-<field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+<field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="stage_id" ref="crm.stage_lead2"/>
@@ -1036,7 +1001,7 @@ Andrew</p>]]></field>
<field name="email_from">jjobbins6@simplemachines.org</field>
<field name="country_id" ref="base.ru"/>
<field name="city">Gvardeysk</field>
-<field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+<field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="stage_id" ref="crm.stage_lead2"/>
@@ -1056,7 +1021,7 @@ Andrew</p>]]></field>
<field name="email_from">eespinazo5@reuters.com</field>
<field name="country_id" ref="base.nl"/>
<field name="city">Amsterdam</field>
-<field name="tag_ids" eval="[(6, 0, [categ_oppor3])]"/>
+<field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor3')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="stage_id" ref="crm.stage_lead1"/>
@@ -1076,7 +1041,7 @@ Andrew</p>]]></field>
<field name="email_from">credford4@salon.com</field>
<field name="country_id" ref="base.ru"/>
<field name="city">Odoyev</field>
-<field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+<field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="team_id" ref="sales_team.crm_team_1"/>
@@ -1098,7 +1063,7 @@ Andrew</p>]]></field>
<field name="email_from">ikirvell3@gnu.org</field>
<field name="country_id" ref="base.id"/>
<field name="city">Dahu Satu</field>
-<field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+<field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="stage_id" ref="crm.stage_lead3"/>
@@ -1118,7 +1083,7 @@ Andrew</p>]]></field>
<field name="email_from">ngrabert2@dailymail.co.uk</field>
<field name="country_id" ref="base.jp"/>
<field name="city">Tokyo</field>
-<field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+<field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="stage_id" ref="crm.stage_lead2"/>
@@ -1138,7 +1103,7 @@ Andrew</p>]]></field>
<field name="email_from">fseiller1@theglobeandmail.com</field>
<field name="country_id" ref="base.id"/>
<field name="city">Wurigelebur</field>
-<field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+<field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="stage_id" ref="crm.stage_lead3"/>
@@ -1159,7 +1124,7 @@ Andrew</p>]]></field>
<field name="email_from">tbrockhouse0@google.pl</field>
<field name="country_id" ref="base.be"/>
<field name="city">Brussels</field>
-<field name="tag_ids" eval="[(6, 0, [categ_oppor1])]"/>
+<field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">1</field>
<field name="date_deadline" eval="(DateTime.today() + relativedelta(weeks=2)).strftime('%Y-%m-%d %H:%M')"/>
<field name="stage_id" ref="crm.stage_lead3"/>
diff --git a/addons/crm/models/__init__.py b/addons/crm/models/__init__.py
index dcc76fd80f9..ebd90b6419b 100644
--- a/addons/crm/models/__init__.py
+++ b/addons/crm/models/__init__.py
@@ -4,7 +4,6 @@
from . import res_users
from . import calendar
from . import crm_lead
-from . import crm_lead_tag
from . import crm_lost_reason
from . import crm_stage
from . import crm_team
diff --git a/addons/crm/models/crm_lead.py b/addons/crm/models/crm_lead.py
index 58fc27f7eca..d8fce1f43c8 100644
--- a/addons/crm/models/crm_lead.py
+++ b/addons/crm/models/crm_lead.py
@@ -98,7 +98,7 @@ class Lead(models.Model):
('grey', 'No next activity planned'), ('red', 'Next activity late'), ('green', 'Next activity is planned')],
string='Kanban State', compute='_compute_kanban_state')
tag_ids = fields.Many2many(
- 'crm.lead.tag', 'crm_lead_tag_rel', 'lead_id', 'tag_id', string='Tags',
+ 'crm.tag', 'crm_tag_rel', 'lead_id', 'tag_id', string='Tags',
help="Classify and analyze your lead/opportunity categories like: Training, Service")
color = fields.Integer('Color Index', default=0)
# Opportunity specific
@@ -1526,8 +1526,8 @@ class Lead(models.Model):
# get all tag_ids won / lost count
self.flush(['probability', 'active'])
query = """select l.probability, l.active, t.id, count(l.probability) as count
- from crm_lead_tag_rel rel
- inner join crm_lead_tag t on rel.tag_id = t.id
+ from crm_tag_rel rel
+ inner join crm_tag t on rel.tag_id = t.id
inner join crm_lead l on l.id = rel.lead_id
where (l.probability = 0 or l.probability >= 100)
and l.create_date > %%s
@@ -1590,8 +1590,8 @@ class Lead(models.Model):
query = """SELECT l.id as lead_id, t.id as tag_id
FROM crm_lead l
- LEFT JOIN crm_lead_tag_rel rel ON l.id = rel.lead_id
- LEFT JOIN crm_lead_tag t ON rel.tag_id = t.id
+ LEFT JOIN crm_tag_rel rel ON l.id = rel.lead_id
+ LEFT JOIN crm_tag t ON rel.tag_id = t.id
WHERE ((l.probability > 0 AND l.probability < 100) OR l.probability is null) AND l.active = True AND l.id in %s order by l.team_id asc"""
self._cr.execute(query, [tuple(self.ids)])
tag_results = self._cr.dictfetchall()
diff --git a/addons/crm/security/ir.model.access.csv b/addons/crm/security/ir.model.access.csv
index 6930fe946b8..a5c66314e71 100644
--- a/addons/crm/security/ir.model.access.csv
+++ b/addons/crm/security/ir.model.access.csv
@@ -8,9 +8,6 @@ access_res_partner_category_manager,res.partner.category.crm.manager,base.model_
access_res_partner,res.partner.crm.user,base.model_res_partner,sales_team.group_sale_salesman,1,1,1,0
access_res_partner_category,res.partner.category.crm.user,base.model_res_partner_category,sales_team.group_sale_salesman,1,1,1,0
access_crm_lead_partner_manager,crm.lead.partner.manager,model_crm_lead,base.group_partner_manager,1,0,0,0
-access_crm_lead_tag,crm_lead_tag,model_crm_lead_tag,base.group_user,1,0,0,0
-access_crm_lead_tag_salesman,crm_lead_tag salesman,model_crm_lead_tag,sales_team.group_sale_salesman,1,1,1,0
-access_crm_lead_tag_manager,crm_lead_tag manager,model_crm_lead_tag,sales_team.group_sale_manager,1,1,1,1
access_crm_lost_reason_manager,crm.lost.reason.manager,model_crm_lost_reason,sales_team.group_sale_manager,1,1,1,1
access_crm_lost_reason_salesman,crm.lost.reason.salesman,model_crm_lost_reason,sales_team.group_sale_salesman,1,0,0,0
access_crm_lost_reason_user,crm.lost.reason.user,model_crm_lost_reason,base.group_user,1,0,0,0
diff --git a/addons/crm/views/crm_lead_views.xml b/addons/crm/views/crm_lead_views.xml
index 8fcb9d30be1..c3d618f7cc9 100644
--- a/addons/crm/views/crm_lead_views.xml
+++ b/addons/crm/views/crm_lead_views.xml
@@ -1,43 +1,5 @@
<?xml version="1.0"?>
<odoo>
- <!--
- crm.lead.tag views
- -->
- <record id="crm_lead_tag_form" model="ir.ui.view">
- <field name="name">crm.lead.tag.form</field>
- <field name="model">crm.lead.tag</field>
- <field name="arch" type="xml">
- <form string="Lead Tags">
- <sheet>
- <div class="oe_title">
- <div class="oe_edit_only">
- <label for="name"/>
- </div>
- <h1>
- <field name="name"/>
- </h1>
- </div>
- <group>
- <group>
- <field name="color" required="True"/>
- </group>
- </group>
- </sheet>
- </form>
- </field>
- </record>
-
- <record id="crm_lead_tag_tree" model="ir.ui.view">
- <field name="name">crm.lead.tag.tree</field>
- <field name="model">crm.lead.tag</field>
- <field name="arch" type="xml">
- <tree string="Lead Tags" editable="bottom">
- <field name="name"/>
- <field name="color" groups="base.group_no_one"/>
- </tree>
- </field>
- </record>
-
<record id="crm_lead_view_form" model="ir.ui.view">
<field name="name">crm.lead.form</field>
<field name="model">crm.lead</field>
@@ -954,24 +916,10 @@ if record:
name="CRM"
action="action_your_pipeline"/>
- <!-- Configuration/Lead & Opporotunities/Lead Tags Menu -->
- <record id="crm_lead_tag_action" model="ir.actions.act_window">
- <field name="name">Tags</field>
- <field name="res_model">crm.lead.tag</field>
- <field name="view_id" ref="crm_lead_tag_tree"/>
- <field name="help" type="html">
- <p class="o_view_nocontent_smiling_face">
- Create new tags for your opportunities
- </p><p>
- Create tags that fit your business (product structure, sales type, etc.) to better manage and track your opportunities.
- </p>
- </field>
- </record>
-
<menuitem
id="menu_crm_lead_categ"
name="Tags"
- action="crm_lead_tag_action"
+ action="sales_team.sales_team_crm_tag_action"
parent="menu_crm_config_lead"
sequence="1"/>
</odoo>
diff --git a/addons/crm_iap_lead/models/crm_iap_lead_mining_request.py b/addons/crm_iap_lead/models/crm_iap_lead_mining_request.py
index 8c996e2fdc6..7ab2477f014 100644
--- a/addons/crm_iap_lead/models/crm_iap_lead_mining_request.py
+++ b/addons/crm_iap_lead/models/crm_iap_lead_mining_request.py
@@ -40,7 +40,7 @@ class CRMLeadMiningRequest(models.Model):
lead_type = fields.Selection([('lead', 'Lead'), ('opportunity', 'Opportunity')], string='Type', required=True, default=_default_lead_type)
team_id = fields.Many2one('crm.team', string='Sales Team', domain="[('use_opportunities', '=', True)]")
user_id = fields.Many2one('res.users', string='Salesperson')
- tag_ids = fields.Many2many('crm.lead.tag', string='Tags')
+ tag_ids = fields.Many2many('crm.tag', string='Tags')
lead_ids = fields.One2many('crm.lead', 'lead_mining_request_id', string='Generated Lead / Opportunity')
leads_count = fields.Integer(compute='_compute_leads_count', string='Number of Generated Leads')
diff --git a/addons/crm_iap_lead_website/models/crm_reveal_rule.py b/addons/crm_iap_lead_website/models/crm_reveal_rule.py
index 36f8cc7e5b5..671aa6be16a 100644
--- a/addons/crm_iap_lead_website/models/crm_reveal_rule.py
+++ b/addons/crm_iap_lead_website/models/crm_reveal_rule.py
@@ -53,7 +53,7 @@ class CRMRevealRule(models.Model):
lead_type = fields.Selection([('lead', 'Lead'), ('opportunity', 'Opportunity')], string='Type', required=True, default='opportunity')
suffix = fields.Char(string='Suffix', help='This will be appended in name of generated lead so you can identify lead/opportunity is generated with this rule')
team_id = fields.Many2one('crm.team', string='Sales Team')
- tag_ids = fields.Many2many('crm.lead.tag', string='Tags')
+ tag_ids = fields.Many2many('crm.tag', string='Tags')
user_id = fields.Many2one('res.users', string='Salesperson')
priority = fields.Selection(crm_stage.AVAILABLE_PRIORITIES, string='Priority')
lead_ids = fields.One2many('crm.lead', 'reveal_rule_id', string='Generated Lead / Opportunity')
diff --git a/addons/sale/models/sale.py b/addons/sale/models/sale.py
index 65d5fda54c7..ca0b98ef8e0 100644
--- a/addons/sale/models/sale.py
+++ b/addons/sale/models/sale.py
@@ -251,6 +251,7 @@ class SaleOrder(models.Model):
show_update_pricelist = fields.Boolean(string='Has Pricelist Changed',
help="Technical Field, True if the pricelist was changed;\n"
" this will then display a recomputation button")
+ tag_ids = fields.Many2many('crm.tag', 'sale_order_tag_rel', 'order_id', 'tag_id', string='Tags')
_sql_constraints = [
('date_order_conditional_required', "CHECK( (state IN ('sale', 'done') AND date_order IS NOT NULL) OR state NOT IN ('sale', 'done') )", "A confirmed sales order requires a confirmation date."),
diff --git a/addons/sale/views/sale_views.xml b/addons/sale/views/sale_views.xml
index 5d08a7c03c3..87f5052b561 100644
--- a/addons/sale/views/sale_views.xml
+++ b/addons/sale/views/sale_views.xml
@@ -51,9 +51,16 @@
<menuitem id="menu_sales_config"
parent="menu_sale_config"
- sequence="3"
+ sequence="4"
name="Sales Orders"/>
+ <menuitem
+ id="menu_tag_config"
+ name="Tags"
+ parent="sale.menu_sales_config"
+ action="sales_team.sales_team_crm_tag_action"
+ sequence="2"/>
+
<record id="product_template_action" model="ir.actions.act_window">
<field name="name">Products</field>
<field name="type">ir.actions.act_window</field>
@@ -202,6 +209,7 @@
<field name="amount_total" sum="Total Tax Included" widget="monetary" optional="show"/>
<field name="currency_id" invisible="1"/>
<field name="invoice_status" optional="show"/>
+ <field name="tag_ids" optional="hide" widget="many2many_tags" options="{'color_field': 'color'}"/>
<field name="state" invisible="1"/>
<field name="activity_exception_decoration" widget="activity_exception"/>
</tree>
@@ -229,6 +237,7 @@
<field name="currency_id" invisible="1"/>
<field name="state" optional="show"/>
<field name="invoice_status" optional="hide"/>
+ <field name="tag_ids" optional="hide" widget="many2many_tags" options="{'color_field': 'color'}"/>
<field name="activity_exception_decoration" widget="activity_exception"/>
</tree>
</field>
@@ -653,6 +662,7 @@
<field name="require_payment"/>
<field name="reference" readonly="1" attrs="{'invisible': [('reference', '=', False)]}"/>
<field name="client_order_ref"/>
+ <field name="tag_ids" widget="many2many_tags" options="{'color_field': 'color', 'no_create_edit': True}"/>
</group>
<group name="sale_info" string="Invoicing">
<field name="fiscal_position_id" options="{'no_create': True}"/>
diff --git a/addons/sale_crm/models/crm_lead.py b/addons/sale_crm/models/crm_lead.py
index 56ca8677d3f..1a2d8374318 100644
--- a/addons/sale_crm/models/crm_lead.py
+++ b/addons/sale_crm/models/crm_lead.py
@@ -81,6 +81,7 @@ class CrmLead(models.Model):
'default_origin': self.name,
'default_source_id': self.source_id.id,
'default_company_id': self.company_id.id or self.env.company.id,
+ 'default_tag_ids': [(6, 0, self.tag_ids.ids)]
}
return action
diff --git a/addons/sale_crm/models/sale_order.py b/addons/sale_crm/models/sale_order.py
index 6d5f4fe265e..81ce2154f4a 100644
--- a/addons/sale_crm/models/sale_order.py
+++ b/addons/sale_crm/models/sale_order.py
@@ -7,7 +7,6 @@ from odoo import fields, models
class SaleOrder(models.Model):
_inherit = 'sale.order'
- tag_ids = fields.Many2many('crm.lead.tag', 'sale_order_tag_rel', 'order_id', 'tag_id', string='Tags')
opportunity_id = fields.Many2one(
'crm.lead', string='Opportunity', check_company=True,
domain="[('type', '=', 'opportunity'), '|', ('company_id', '=', False), ('company_id', '=', company_id)]")
diff --git a/addons/sale_crm/views/sale_order_views.xml b/addons/sale_crm/views/sale_order_views.xml
index 9ecfa1897c0..2cacb40bd73 100644
--- a/addons/sale_crm/views/sale_order_views.xml
+++ b/addons/sale_crm/views/sale_order_views.xml
@@ -20,28 +20,6 @@
</field>
</record>
- <record id="view_quotation_tree" model="ir.ui.view">
- <field name="name">sale.order.tree.inherit.sale.crm</field>
- <field name="model">sale.order</field>
- <field name="inherit_id" ref="sale.view_quotation_tree"/>
- <field name="arch" type="xml">
- <xpath expr="//field[@name='invoice_status']" position="after">
- <field name="tag_ids" optional="hide" widget="many2many_tags"/>
- </xpath>
- </field>
- </record>
-
- <record id="view_order_tree" model="ir.ui.view">
- <field name="name">sale.order.tree.inherit.sale.crm</field>
- <field name="model">sale.order</field>
- <field name="inherit_id" ref="sale.view_order_tree"/>
- <field name="arch" type="xml">
- <xpath expr="//field[@name='invoice_status']" position="after">
- <field name="tag_ids" optional="hide" widget="many2many_tags"/>
- </xpath>
- </field>
- </record>
-
<!-- This menu is display in CRM app when sale is installed-->
<menuitem
id="sale_order_menu_quotations_crm"
diff --git a/addons/sales_team/__manifest__.py b/addons/sales_team/__manifest__.py
index 6e79a3afa7f..39fae18b93c 100644
--- a/addons/sales_team/__manifest__.py
+++ b/addons/sales_team/__manifest__.py
@@ -16,8 +16,11 @@ Using this application you can manage Sales Teams with CRM and/or Sales
'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',
],
- 'demo': ['data/sales_team_demo.xml'],
'installable': True,
'auto_install': False,
}
diff --git a/addons/sales_team/data/crm_tag_demo.xml b/addons/sales_team/data/crm_tag_demo.xml
new file mode 100644
index 00000000000..4b409e0bf27
--- /dev/null
+++ b/addons/sales_team/data/crm_tag_demo.xml
@@ -0,0 +1,39 @@
+<?xml version="1.0"?>
+<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>
diff --git a/addons/sales_team/models/__init__.py b/addons/sales_team/models/__init__.py
index 96b35e08a86..2fa2d9bcbd2 100644
--- a/addons/sales_team/models/__init__.py
+++ b/addons/sales_team/models/__init__.py
@@ -2,5 +2,6 @@
# Part of Odoo. See LICENSE file for full copyright and licensing details.
from . import crm_team
+from . import crm_tag
from . import res_partner
from . import res_users
diff --git a/addons/crm/models/crm_lead_tag.py b/addons/sales_team/models/crm_tag.py
index 7335c0950df..a0db292a292 100644
--- a/addons/crm/models/crm_lead_tag.py
+++ b/addons/sales_team/models/crm_tag.py
@@ -6,8 +6,8 @@ from odoo import fields, models
class Tag(models.Model):
- _name = "crm.lead.tag"
- _description = "Lead Tag"
+ _name = "crm.tag"
+ _description = "CRM Tag"
name = fields.Char('Tag Name', required=True, translate=True)
color = fields.Integer('Color Index')
diff --git a/addons/sales_team/security/ir.model.access.csv b/addons/sales_team/security/ir.model.access.csv
index 238d6611813..20ad54105d8 100644
--- a/addons/sales_team/security/ir.model.access.csv
+++ b/addons/sales_team/security/ir.model.access.csv
@@ -2,3 +2,6 @@ id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
access_crm_team,crm.team,model_crm_team,base.group_user,1,0,0,0
access_crm_team_user,crm.team.user,model_crm_team,sales_team.group_sale_salesman,1,0,0,0
access_crm_team_manager,crm.team.manager,model_crm_team,sales_team.group_sale_manager,1,1,1,1
+access_crm_tag,crm_tag,model_crm_tag,base.group_user,1,0,0,0
+access_crm_tag_salesman,crm_tag salesman,model_crm_tag,sales_team.group_sale_salesman,1,1,1,0
+access_crm_tag_manager,crm_tag manager,model_crm_tag,sales_team.group_sale_manager,1,1,1,1
diff --git a/addons/sales_team/views/crm_tag_views.xml b/addons/sales_team/views/crm_tag_views.xml
new file mode 100644
index 00000000000..9862f7637da
--- /dev/null
+++ b/addons/sales_team/views/crm_tag_views.xml
@@ -0,0 +1,54 @@
+<?xml version="1.0"?>
+<odoo>
+ <!--
+ crm.tag views
+ -->
+ <record id="sales_team_crm_tag_view_form" model="ir.ui.view">
+ <field name="name">sales.team.crm.tag.view.form</field>
+ <field name="model">crm.tag</field>
+ <field name="arch" type="xml">
+ <form string="Tags">
+ <sheet>
+ <div class="oe_title">
+ <div class="oe_edit_only">
+ <label for="name"/>
+ </div>
+ <h1>
+ <field name="name"/>
+ </h1>
+ </div>
+ <group>
+ <group>
+ <field name="color" required="True"/>
+ </group>
+ </group>
+ </sheet>
+ </form>
+ </field>
+ </record>
+
+ <record id="sales_team_crm_tag_view_tree" model="ir.ui.view">
+ <field name="name">sales.team.crm.tag.view.tree</field>
+ <field name="model">crm.tag</field>
+ <field name="arch" type="xml">
+ <tree string="Tags" editable="bottom">
+ <field name="name"/>
+ <field name="color" groups="base.group_no_one"/>
+ </tree>
+ </field>
+ </record>
+
+ <!-- Tags Configuration -->
+ <record id="sales_team_crm_tag_action" model="ir.actions.act_window">
+ <field name="name">Tags</field>
+ <field name="res_model">crm.tag</field>
+ <field name="view_id" ref="sales_team_crm_tag_view_tree"/>
+ <field name="help" type="html">
+ <p class="o_view_nocontent_smiling_face">
+ Create new tags for your opportunities
+ </p><p>
+ Create tags that fit your business (product structure, sales type, etc.) to better manage and track your opportunities.
+ </p>
+ </field>
+ </record>
+</odoo>
diff --git a/addons/website_crm_partner_assign/data/crm_lead_demo.xml b/addons/website_crm_partner_assign/data/crm_lead_demo.xml
index 59d296d3368..468b90fae3a 100644
--- a/addons/website_crm_partner_assign/data/crm_lead_demo.xml
+++ b/addons/website_crm_partner_assign/data/crm_lead_demo.xml
@@ -12,7 +12,7 @@
<field name="function">Reseller</field>
<field name="country_id" ref="base.uk"/>
<field name="city">Edinburgh</field>
- <field name="tag_ids" eval="[(6, 0, [ref('crm.categ_oppor1')])]"/>
+ <field name="tag_ids" eval="[(6, 0, [ref('sales_team.categ_oppor1')])]"/>
<field name="priority">2</field>
<field name="team_id" ref="sales_team.crm_team_1"/>
<field name="user_id" ref=""/>
diff --git a/addons/website_crm_partner_assign/data/crm_partner_assign_data.xml b/addons/website_crm_partner_assign/data/crm_partner_assign_data.xml
index 0461884d845..f88fc4a7231 100644
--- a/addons/website_crm_partner_assign/data/crm_partner_assign_data.xml
+++ b/addons/website_crm_partner_assign/data/crm_partner_assign_data.xml
@@ -1,15 +1,15 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
- <record model="crm.lead.tag" id="tag_portal_lead_partner_unavailable">
+ <record model="crm.tag" id="tag_portal_lead_partner_unavailable">
<field name="name">No more partner available</field>
<field name="color">3</field>
</record>
- <record model="crm.lead.tag" id="tag_portal_lead_is_spam">
+ <record model="crm.tag" id="tag_portal_lead_is_spam">
<field name="name">Spam</field>
<field name="color">3</field>
</record>
- <record model="crm.lead.tag" id="tag_portal_lead_own_opp">
+ <record model="crm.tag" id="tag_portal_lead_own_opp">
<field name="name">Created by Partner</field>
<field name="color">4</field>
</record>