1001 lines
56 KiB
XML
1001 lines
56 KiB
XML
<?xml version="1.0"?>
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<flectra>
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<!--
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crm.lead.tag views
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-->
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<record id="crm_lead_tag_form" model="ir.ui.view">
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<field name="name">crm.lead.tag.form</field>
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<field name="model">crm.lead.tag</field>
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<field name="arch" type="xml">
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<form string="Lead Tags">
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<group>
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<field name="name"/>
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<field name="color" groups="base.group_no_one"/>
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</group>
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</form>
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</field>
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</record>
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<record id="crm_lead_tag_tree" model="ir.ui.view">
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<field name="name">crm.lead.tag.tree</field>
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<field name="model">crm.lead.tag</field>
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<field name="arch" type="xml">
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<tree string="Lead Tags">
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<field name="name"/>
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</tree>
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</field>
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</record>
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<!--
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crm.lead (as Lead) views
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-->
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<act_window
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id="act_crm_opportunity_calendar_event_new"
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name="Meetings"
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res_model="calendar.event"
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view_mode="tree,form,calendar"
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context="{'default_duration': 4.0, 'default_opportunity_id': active_id}"
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view_type="form"/>
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<record id="crm_case_form_view_leads" model="ir.ui.view">
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<field name="name">crm.lead.form.lead</field>
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<field name="model">crm.lead</field>
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<field name="arch" type="xml">
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<form string="Leads Form">
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<header>
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<button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
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help="Convert to Opportunity" class="oe_highlight" attrs="{'invisible': [('type', '=', 'opportunity')]}"/>
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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="toggle_active" type="object" class="oe_stat_button" icon="fa-archive">
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<field name="active" widget="boolean_button" options='{"terminology": "archive"}'/>
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</button>
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</div>
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<div class="label label-success pull-right" attrs="{'invisible': [('probability', '<', 100)]}">Won</div>
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<div class="oe_title">
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<label for="name" class="oe_edit_only" string="Lead"/>
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<h1><field name="name" placeholder="Describe the lead..."/></h1>
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</div>
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<group>
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<group>
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<!-- Preload all the partner's information -->
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<field name="partner_id" string="Customer"
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context="{'default_name': contact_name, 'default_street': street, 'default_city': city, 'default_state_id': state_id, 'default_zip': zip, 'default_country_id': country_id, 'default_function': function, 'default_phone': phone, 'default_mobile': mobile, 'default_email': email_from, 'default_user_id': user_id, 'default_team_id': team_id, 'default_website': website}" groups="base.group_no_one"/>
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<field name="partner_name" string="Company Name"/>
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<label for="street" string="Address"/>
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<div class="o_address_format">
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<field name="street" placeholder="Street..." class="o_address_street"/>
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<field name="street2" placeholder="Street 2..." class="o_address_street"/>
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<field name="city" placeholder="City" class="o_address_city"/>
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<field name="state_id" class="o_address_state" placeholder="State" options='{"no_open": True}'/>
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<field name="zip" placeholder="ZIP" class="o_address_zip"/>
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<field name="country_id" placeholder="Country" class="o_address_country" options='{"no_open": True, "no_create": True}'/>
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</div>
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<field name="website" widget="url" placeholder="e.g. www.flectrahq.com"/>
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</group>
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<group>
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<label for="contact_name"/>
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<div class="o_row">
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<field name="contact_name"/>
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<field name="title" placeholder="Title" domain="[]" options='{"no_open": True}'/>
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</div>
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<field name="email_from" widget="email"/>
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<field name="function"/>
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<field name="phone" widget="phone"/>
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<field name="mobile"/>
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</group>
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<group>
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<field name="user_id" domain="[('share', '=', False)]"
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context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'sales_team.group_sale_salesman_all_leads'], 'team_id': team_id}"/>
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<field name="team_id" widget="selection" domain="[('use_leads','=',True)]"/>
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<field name="branch_id" groups="base_branch_company.group_multi_branch" options="{'no_create': True, 'no_create_edit': True}"/>
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<field name="type" invisible="1"/>
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</group>
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<group>
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<field name="priority" widget="priority"/>
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<field name="tag_ids" widget="many2many_tags" options="{'color_field': 'color', 'no_create_edit': True}"/>
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</group>
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</group>
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<notebook>
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<page string="Internal Notes">
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<field name="description"/>
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</page>
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<page name="extra" string="Extra Info">
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<group>
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<group string="Email">
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<field name="opt_out"/>
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<field name="message_bounce" readonly="1" groups="base.group_no_one"/>
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</group>
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<group string="Tracking" groups="base.group_multi_company,base.group_no_one" name="categorization">
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<field name="company_id"
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groups="base.group_multi_company"
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options="{'no_create': True}"/>
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<field name="campaign_id" />
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<field name="medium_id"/>
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<field name="source_id"/>
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<field name="referred"/>
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</group>
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<group string="Analysis" groups="base.group_no_one">
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<field name="date_open"/>
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<field name="date_closed"/>
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<field name="probability"/>
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</group>
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</group>
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</page>
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</notebook>
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</sheet>
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<div class="oe_chatter">
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<field name="message_follower_ids" widget="mail_followers"/>
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<field name="activity_ids" widget="mail_activity"/>
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<field name="message_ids" widget="mail_thread" options="{'post_refresh': 'recipients'}"/>
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</div>
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</form>
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</field>
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</record>
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<record id="crm_case_pivot_view_leads" model="ir.ui.view">
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<field name="name">crm.lead.pivot.lead</field>
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<field name="model">crm.lead</field>
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<field name="arch" type="xml">
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<pivot string="Opportunities" display_quantity="true">
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<field name="stage_id" type="row"/>
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<field name="planned_revenue" type="measure"/>
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</pivot>
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</field>
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</record>
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<record id="crm_case_graph_view_leads" model="ir.ui.view">
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<field name="name">crm.lead.graph.lead</field>
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<field name="model">crm.lead</field>
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<field name="arch" type="xml">
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<graph string="Opportunities" type="bar">
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<field name="stage_id" type="row"/>
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<field name="planned_revenue" type="measure"/>
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</graph>
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</field>
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</record>
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<record id="crm_case_tree_view_leads" model="ir.ui.view">
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<field name="name">crm.lead.tree.lead</field>
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<field name="model">crm.lead</field>
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<field name="arch" type="xml">
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<tree string="Leads" decoration-bf="message_needaction==True" decoration-muted="probability == 100">
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<field name="date_deadline" invisible="1"/>
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<field name="create_date"/>
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<field name="name" string="Lead"/>
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<field name="contact_name"/>
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<field name="city"/>
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<field name="country_id"/>
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<field name="email_from"/>
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<field name="phone"/>
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<field name="user_id" invisible="1"/>
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<field name="partner_id" invisible="1"/>
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<field name="team_id"/>
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<field name="active" invisible="1"/>
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<field name="probability" invisible="1"/>
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<field name="campaign_id" invisible="1"/>
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<field name="referred" invisible="1"/>
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<field name="medium_id" invisible="1"/>
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<field name="message_needaction" invisible="1"/>
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</tree>
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</field>
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</record>
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<record id="view_crm_lead_kanban" model="ir.ui.view">
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<field name="name">crm.lead.kanban</field>
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<field name="model">crm.lead</field>
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<field name="priority" eval="100"/>
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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="contact_name"/>
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<field name="priority"/>
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<field name="tag_ids"/>
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<field name="user_id"/>
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<field name="message_needaction_counter"/>
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<field name="activity_ids"/>
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<field name="activity_state"/>
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<templates>
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<t t-name="kanban-box">
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<div t-attf-class="oe_kanban_content oe_kanban_global_click">
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<div>
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<strong class="o_kanban_record_title"><span><field name="name"/></span></strong>
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</div>
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<div>
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<span class="o_kanban_record_subtitle"><field name="contact_name"/></span>
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</div>
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<div>
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<field name="tag_ids"/>
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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">
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<field name="priority" widget="priority"/>
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<t t-if="record.message_needaction_counter.raw_value">
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<span class="oe_kanban_mail_new" title="Unread Messages"><i class="fa fa-comments"/><t t-raw="record.message_needaction_counter.raw_value"/></span>
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</t>
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<div class="o_kanban_inline_block">
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<field name="activity_ids" widget="kanban_activity"/>
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</div>
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</div>
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<div class="oe_kanban_bottom_right">
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<img t-att-src="kanban_image('res.users', 'image_small', record.user_id.raw_value)" t-att-title="record.user_id.value" width="24" height="24" class="oe_kanban_avatar pull-right"/>
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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="crm_case_calendar_view_leads" model="ir.ui.view">
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<field name="name">crm.lead.calendar.lead</field>
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<field name="model">crm.lead</field>
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<field name="priority" eval="2"/>
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<field name="arch" type="xml">
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<calendar string="Leads Generation" date_start="activity_date_deadline" color="user_id">
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<field name="name"/>
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<field name="partner_name"/>
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</calendar>
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</field>
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</record>
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<record id="view_create_opportunity_simplified" model="ir.ui.view">
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<field name="name">crm.lead.form.simple</field>
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<field name="model">crm.lead</field>
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<field name="priority">1000</field>
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<field name="arch" type="xml">
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<form string="Create an Opportunity">
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<sheet>
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<group>
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<group>
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<field name="name" string="Opportunity Title" placeholder="e.g. Customer Deal"/>
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<field name="partner_id" domain="[('customer', '=', True)]" context="{'search_default_customer': 1}"/>
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<label for="planned_revenue"/>
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<div class="o_row">
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<field name="planned_revenue"/>
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<field name="company_currency" options="{'no_create': True, 'no_open': True}"/>
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</div>
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<field name="priority" widget="priority"/>
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</group>
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</group>
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<footer>
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<button string="Create" name="close_dialog" type="object" class="btn-primary"/>
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<button string="Create & Edit" name="edit_dialog" type="object" class="btn-primary"/>
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<button string="Discard" class="btn-default" special="cancel"/>
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</footer>
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<field name="partner_name" invisible="1"/>
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<field name="contact_name" invisible="1"/>
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<field name="title" invisible="1"/>
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<field name="street" invisible="1"/>
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<field name="street2" invisible="1"/>
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<field name="city" invisible="1"/>
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<field name="state_id" invisible="1"/>
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<field name="country_id" invisible="1"/>
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<field name="email_from" invisible="1"/>
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<field name="phone" invisible="1"/>
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<field name="mobile" invisible="1"/>
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<field name="zip" invisible="1"/>
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<field name="function" invisible="1"/>
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<field name="website" invisible="1"/>
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</sheet>
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</form>
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</field>
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</record>
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<record id="create_opportunity_simplified" model="ir.actions.act_window">
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<field name="name">Create an Opportunity</field>
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<field name="res_model">crm.lead</field>
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<field name="view_type">form</field>
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<field name="view_mode">form</field>
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<field name="view_id" ref="view_create_opportunity_simplified"/>
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<field name="target">new</field>
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</record>
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<record id="crm_case_kanban_view_leads" model="ir.ui.view">
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<field name="name">crm.lead.kanban.lead</field>
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<field name="model">crm.lead</field>
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<field name="priority" eval="1"/>
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<field name="arch" type="xml">
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<kanban default_group_by="stage_id" class="o_kanban_small_column o_opportunity_kanban" on_create="crm.create_opportunity_simplified">
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<field name="stage_id" options='{"group_by_tooltip": {"requirements": "Description", "legend_priority": "Use of stars"}}'/>
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<field name="color"/>
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<field name="priority"/>
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<field name="planned_revenue"/>
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<field name="kanban_state"/>
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<field name="activity_date_deadline"/>
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<field name="user_email"/>
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<field name="user_id"/>
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<field name="partner_address_email"/>
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<field name="message_needaction_counter"/>
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<field name="partner_id"/>
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<field name="activity_summary"/>
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<field name="active"/>
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<field name="company_currency"/>
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<field name="activity_state" />
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<field name="activity_ids" />
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<progressbar field="activity_state" colors='{"planned": "success", "today": "warning", "overdue": "danger"}' sum_field="planned_revenue"/>
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<templates>
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<field name="date_deadline"/>
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<t t-name="kanban-box">
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<div t-attf-class="#{kanban_color(record.color.raw_value)} oe_kanban_global_click">
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<div class="o_dropdown_kanban dropdown">
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<a class="dropdown-toggle btn" data-toggle="dropdown" href="#" >
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<span class="fa fa-ellipsis-v"/>
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</a>
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<ul class="dropdown-menu" role="menu" aria-labelledby="dLabel">
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<t t-if="widget.editable"><li><a type="edit">Edit</a></li></t>
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<t t-if="widget.deletable"><li><a type="delete">Delete</a></li></t>
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<li t-if="! record.active.value"><a name="action_set_active" type="object">Restore</a></li>
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<li t-if="record.active.value"><a name="action_set_unactive" type="object">Archive</a></li>
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<li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
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</ul>
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</div>
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<div class="oe_kanban_content">
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<div>
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<strong class="o_kanban_record_title"><field name="name"/></strong>
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</div>
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<div>
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<field name="tag_ids" widget="many2many_tags" options="{'color_field': 'color'}"/>
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</div>
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<div class="text-muted o_kanban_record_subtitle">
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<t t-if="record.planned_revenue.raw_value"><field name="planned_revenue" widget="monetary" options="{'currency_field': 'company_currency'}"/><span t-if="record.partner_id.value">,</span></t> <span t-if="record.partner_id.value"> <t t-esc="record.partner_id.value"/></span>
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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">
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<field name="priority" widget="priority" groups="base.group_user"/>
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<t t-if="record.message_needaction_counter.raw_value">
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<span class='oe_kanban_mail_new' title='Unread Messages'><i class='fa fa-comments'/><t t-raw="record.message_needaction_counter.raw_value"/></span>
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</t>
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<field name="activity_ids" widget="kanban_activity"/>
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</div>
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<div class="oe_kanban_bottom_right">
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<img t-att-src="kanban_image('res.users', 'image_small', record.user_id.raw_value)" t-att-title="record.user_id.value" width="24" height="24" class="oe_kanban_avatar"/>
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</div>
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</div>
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</div>
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<div class="oe_clear"></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_crm_case_leads_filter" model="ir.ui.view">
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<field name="name">crm.lead.search.lead</field>
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<field name="model">crm.lead</field>
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<field name="arch" type="xml">
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<search string="Search Leads">
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<field name="name" string="Lead / Customer" filter_domain="['|','|','|',('partner_name','ilike',self),('email_from','ilike',self),('contact_name','ilike',self),('name','ilike',self)]"/>
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<field name="tag_ids" string="Tag" filter_domain="[('tag_ids', 'ilike', self)]"/>
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<field name="team_id"/>
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<field name="user_id"/>
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<field name="partner_id" operator="child_of" string="Customer"/>
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<field name="create_date"/>
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<field name="country_id"/>
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<separator />
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<filter string="My Leads"
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name="assigned_to_me"
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domain="[('user_id','=',uid)]"
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help="Leads that are assigned to me"/>
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<filter string="Unassigned" name="unassigned"
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domain="[('user_id','=', False)]"
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help="No salesperson"/>
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<separator />
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<filter string="Unread Messages" name="message_needaction" domain="[('message_needaction','=',True)]"/>
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<filter string="Archived" name="archived" domain="[('active', '=', False)]"/>
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<separator />
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<filter string="Exclude Opt Out"
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name='not_opt_out' domain="[('opt_out', '=', False)]"
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help="Leads that did not ask not to be included in mass mailing campaigns"/>
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<separator/>
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<filter string="My Activities" name="activities_my"
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domain="[('activity_ids.user_id', '=', uid)]"/>
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<separator/>
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<filter string="Late Activities" name="activities_overdue"
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domain="[('activity_ids.date_deadline', '<', context_today().strftime('%Y-%m-%d'))]"
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help="Show all records which has next action date is before today"/>
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<filter string="Today Activities" name="activities_today"
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domain="[('activity_ids.date_deadline', '=', context_today().strftime('%Y-%m-%d'))]"/>
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<filter string="Future Activities (7 days)" name="activities_week"
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domain="['&', ('activity_ids.date_deadline', '>=', context_today().strftime('%Y-%m-%d')),
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('activity_ids.date_deadline', '<=', (context_today()+datetime.timedelta(days=7)).strftime('%Y-%m-%d'))
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]"/>
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<filter string="Future Activities (All)" name="activities_upcoming_all"
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|
domain="[('activity_ids.date_deadline', '>', context_today().strftime('%Y-%m-%d'))
|
|
]"/>
|
|
<group expand="0" string="Group By">
|
|
<filter string="Salesperson" name="groupby_salesperson" domain="[]" context="{'group_by':'user_id'}"/>
|
|
<filter string="Sales Channel" name="groupby_team" domain="[]" context="{'group_by':'team_id'}"/>
|
|
<filter name="customer" string="Customer" help="Partner" domain="[]" context="{'group_by':'partner_id'}"/>
|
|
<filter string="Campaign" name="groupby_campaign" domain="[]" context="{'group_by':'campaign_id'}"/>
|
|
<filter string="Source" name="groupby_source" domain="[]" context="{'group_by':'source_id'}"/>
|
|
<filter string="Medium" name="groupby_channel" domain="[]" context="{'group_by':'medium_id'}"/>
|
|
<filter string="Creation Month" name="groupby_createmonth" domain="[]" context="{'group_by':'create_date'}"/>
|
|
</group>
|
|
</search>
|
|
</field>
|
|
</record>
|
|
|
|
<!--
|
|
crm.lead (as Opportunity) views
|
|
-->
|
|
<record id="crm_case_form_view_oppor" model="ir.ui.view">
|
|
<field name="name">crm.lead.form.opportunity</field>
|
|
<field name="model">crm.lead</field>
|
|
<field name="priority">20</field>
|
|
<field name="arch" type="xml">
|
|
<form string="Opportunities" class="o_opportunity_form">
|
|
<header>
|
|
<button name="action_set_won" string="Mark Won"
|
|
type="object" class="oe_highlight"
|
|
attrs="{'invisible': ['|', ('active','=',False), ('probability', '=', 100)]}"/>
|
|
<button name="%(crm.crm_lead_lost_action)d" string="Mark Lost"
|
|
type="action" class="oe_highlight"
|
|
context="{'default_lead_id': active_id}"
|
|
attrs="{'invisible': [('active', '=', False),('probability', '<', 100)]}"/>
|
|
<field name="stage_id" widget="statusbar" clickable="True"
|
|
options="{'fold_field': 'fold'}"
|
|
domain="['|', ('team_id', '=', team_id), ('team_id', '=', False)]"
|
|
attrs="{'invisible': [('active', '=', False)]}"/>
|
|
</header>
|
|
<sheet>
|
|
<div class="oe_button_box" name="button_box">
|
|
<button class="oe_stat_button" type="object"
|
|
context="{'partner_id': partner_id}"
|
|
name="action_schedule_meeting" icon="fa-calendar">
|
|
<div class="o_stat_info">
|
|
<field name="meeting_count" class="o_stat_value"/>
|
|
<span class="o_stat_text" attrs="{'invisible': [('meeting_count', '<', 2)]}"> Meetings</span>
|
|
<span class="o_stat_text" attrs="{'invisible': [('meeting_count', '>', 1)]}"> Meeting</span>
|
|
</div>
|
|
</button>
|
|
<button name="toggle_active" type="object" class="oe_stat_button" icon="fa-archive"
|
|
attrs="{'invisible': [('active', '=', True), ('probability', '<', 100)]}">
|
|
<field name="active" widget="boolean_button" options='{"terminology": "archive"}'/>
|
|
</button>
|
|
</div>
|
|
<div class="label label-danger pull-right" attrs="{'invisible': ['|', ('probability', '>', 0), ('active', '=', True)]}">Lost</div>
|
|
<div class="label label-success pull-right" attrs="{'invisible': [('probability', '<', 100)]}">Won</div>
|
|
<div class="oe_title">
|
|
<label for="name" class="oe_edit_only"/>
|
|
<h1><field name="name" placeholder="e.g. Product Pricing"/></h1>
|
|
<h2 class="o_row">
|
|
<div>
|
|
<label for="planned_revenue" class="oe_edit_only" />
|
|
<div class="o_row">
|
|
<field name="company_currency" invisible="1"/>
|
|
<field name="planned_revenue" widget='monetary' options="{'currency_field': 'company_currency'}"/>
|
|
<span class="oe_grey"> at </span>
|
|
</div>
|
|
</div>
|
|
<div>
|
|
<label for="probability" class="oe_edit_only"/>
|
|
<div class="o_row">
|
|
<field name="probability" widget="integer"/>
|
|
<span>%%</span>
|
|
</div>
|
|
</div>
|
|
</h2>
|
|
</div>
|
|
<group>
|
|
<group>
|
|
<field name="partner_id"
|
|
string="Customer" domain="[('customer', '=', True)]"
|
|
context="{'search_default_customer': 1,
|
|
'default_name': partner_name, 'default_street': street,
|
|
'default_street2': street2, 'default_city': city,
|
|
'default_state_id': state_id, 'default_zip': zip,
|
|
'default_country_id': country_id, 'default_function': function,
|
|
'default_phone': phone, 'default_mobile': mobile,
|
|
'default_email': email_from,
|
|
'default_user_id': user_id, 'default_team_id': team_id, 'default_website': website}"/>
|
|
<field name="email_from" string="Email" widget="email"/>
|
|
<field name="phone" widget="phone"/>
|
|
</group>
|
|
|
|
<group>
|
|
<field name="date_deadline"/>
|
|
</group>
|
|
|
|
<group>
|
|
<field name="user_id" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'sales_team.group_sale_salesman_all_leads'], 'team_id': team_id}" domain="[('share', '=', False)]"/>
|
|
<field name="team_id" widget="selection"/>
|
|
<field name="branch_id" groups="base_branch_company.group_multi_branch" options="{'no_create': True, 'no_create_edit': True}"/>
|
|
</group>
|
|
<group>
|
|
<field name="priority" widget="priority"/>
|
|
<field name="tag_ids" widget="many2many_tags" options="{'color_field': 'color', 'no_create_edit': True}"/>
|
|
<field name="lost_reason" attrs="{'invisible': [('active', '=', True)]}"/>
|
|
<field name="date_conversion" invisible="1"/>
|
|
</group>
|
|
</group>
|
|
|
|
<notebook colspan="4">
|
|
<page string="Internal Notes">
|
|
<field name="description"/>
|
|
</page>
|
|
<page name="lead" string="Contact Information">
|
|
<group>
|
|
<group>
|
|
<field name="partner_name"/>
|
|
<label for="street" string="Address"/>
|
|
<div class="o_address_format">
|
|
<field name="street" placeholder="Street..." class="o_address_street"/>
|
|
<field name="street2" placeholder="Street 2..." class="o_address_street"/>
|
|
<field name="city" placeholder="City" class="o_address_city"/>
|
|
<field name="state_id" class="o_address_state" placeholder="State" options='{"no_open": True}'/>
|
|
<field name="zip" placeholder="ZIP" class="o_address_zip"/>
|
|
<field name="country_id" placeholder="Country" class="o_address_country" options='{"no_open": True, "no_create": True}'/>
|
|
</div>
|
|
<field name="website" widget="url" placeholder="e.g. www.flectrahq.com"/>
|
|
</group>
|
|
|
|
<group>
|
|
<label for="contact_name"/>
|
|
<div class="o_row">
|
|
<field name="contact_name"/>
|
|
<field name="title" placeholder="Title" domain="[]" options='{"no_open": True}'/>
|
|
</div>
|
|
<field name="function"/>
|
|
<field name="mobile"/>
|
|
<field name="opt_out"/>
|
|
</group>
|
|
<group string="Marketing">
|
|
<field name="campaign_id" />
|
|
<field name="medium_id" />
|
|
<field name="source_id" />
|
|
</group>
|
|
<group string="Misc" name="Misc">
|
|
<field name="day_open" groups="base.group_no_one"/>
|
|
<field name="day_close" groups="base.group_no_one"/>
|
|
<field name="referred"/>
|
|
<field name="type" invisible="1"/>
|
|
</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" options="{'post_refresh': 'recipients'}"/>
|
|
</div>
|
|
</form>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="crm_case_tree_view_oppor" model="ir.ui.view">
|
|
<field name="name">crm.lead.tree.opportunity</field>
|
|
<field name="model">crm.lead</field>
|
|
<field name="arch" type="xml">
|
|
<tree string="Opportunities" decoration-bf="message_needaction==True" decoration-muted="probability == 100" decoration-danger="activity_date_deadline and (activity_date_deadline < current_date)">
|
|
<field name="date_deadline" invisible="1"/>
|
|
<field name="create_date"/>
|
|
<field name="name" string="Opportunity"/>
|
|
<field name="partner_id" string="Customer"/>
|
|
<field name="country_id"/>
|
|
<field name="activity_date_deadline"/>
|
|
<field name="activity_summary"/>
|
|
<field name="medium_id" invisible="1"/>
|
|
<field name="campaign_id" invisible="1"/>
|
|
<field name="source_id" invisible="1"/>
|
|
<field name="stage_id"/>
|
|
<field name="planned_revenue" sum="Expected Revenues"/>
|
|
<field name="probability" avg="Avg. of Probability"/>
|
|
<field name="team_id"/>
|
|
<field name="user_id"/>
|
|
<field name="referred" invisible="1"/>
|
|
<field name="priority" invisible="1"/>
|
|
<field name="message_needaction" invisible="1"/>
|
|
<field name="probability" invisible="1"/>
|
|
<field name="write_date" invisible="1"/>
|
|
</tree>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="crm_lead_view_tree_activity" model="ir.ui.view">
|
|
<field name="name">crm.lead.tree.opportunity.next.activity</field>
|
|
<field name="model">crm.lead</field>
|
|
<field name="arch" type="xml">
|
|
<tree string="Next Activities" decoration-danger="activity_date_deadline and (activity_date_deadline < current_date)" default_order="activity_date_deadline">
|
|
<field name="name"/>
|
|
<field name="partner_id"/>
|
|
<field name="activity_date_deadline"/>
|
|
<field name="activity_type_id"/>
|
|
<field name="activity_summary"/>
|
|
<field name="stage_id"/>
|
|
<field name="planned_revenue"/>
|
|
<field name="date_deadline"/>
|
|
</tree>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="view_crm_case_opportunities_filter" model="ir.ui.view">
|
|
<field name="name">crm.lead.search.opportunity</field>
|
|
<field name="model">crm.lead</field>
|
|
<field name="arch" type="xml">
|
|
<search string="Search Opportunities">
|
|
<field name="name" string="Opportunity" filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
|
|
<field name="tag_ids" string="Tag" filter_domain="[('tag_ids', 'ilike', self)]"/>
|
|
<field name="team_id"/>
|
|
<field name="user_id"/>
|
|
<field name="partner_id" operator="child_of" string="Customer"/>
|
|
<field name="stage_id" domain="[]"/>
|
|
<field name="activity_type_id"/>
|
|
<field name="activity_summary"/>
|
|
<field name="probability"/>
|
|
<field name="lost_reason"/>
|
|
<separator/>
|
|
<filter string="Unread Messages" name="message_needaction" domain="[('message_needaction','=',True)]"/>
|
|
<separator/>
|
|
<filter string="My Pipeline" name="assigned_to_me"
|
|
domain="[('user_id', '=', uid)]"
|
|
help="Opportunities that are assigned to me"/>
|
|
<filter string="Unassigned" name="unassigned"
|
|
domain="[('user_id','=', False)]" help="No salesperson"/>
|
|
<separator/>
|
|
<filter string="Activities Todo" 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 opportunities for which the 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'))
|
|
]"/>
|
|
|
|
<separator/>
|
|
<filter string="Overdue Opportunities" name="overdue_opp"
|
|
domain="[('date_deadline', '<', context_today().strftime('%Y-%m-%d')), ('date_closed', '=', False)]"
|
|
help="Show all opportunities with a deadline for which the next action date is before today"/>
|
|
<separator/>
|
|
<filter string="Lost" domain="[('active', '=', False)]"/>
|
|
<filter string="Won" name="won"
|
|
domain="[('stage_id.probability', '=', 100)]"/>
|
|
<group expand="0" string="Group By" colspan="16">
|
|
<filter string="Salesperson" context="{'group_by':'user_id'}"/>
|
|
<filter string="Sales Channel" context="{'group_by':'team_id'}"/>
|
|
<filter string="Country" context="{'group_by':'country_id'}" />
|
|
<filter string="Company" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
|
|
<filter string="Branch" groups="base_branch_company.group_multi_branch" context="{'group_by':'branch_id'}"/>
|
|
<filter name="stage" string="Stage" context="{'group_by':'stage_id'}"/>
|
|
<filter string="Campaign" domain="[]" context="{'group_by':'campaign_id'}"/>
|
|
<filter string="Medium" domain="[]" context="{'group_by':'medium_id'}"/>
|
|
<filter string="Source" domain="[]" context="{'group_by':'source_id'}"/>
|
|
<separator orientation="vertical" />
|
|
<filter string="Creation Month" context="{'group_by':'create_date:month'}" name="month"/>
|
|
<filter string="Expected Closing Date" context="{'group_by':'date_deadline'}"/>
|
|
<filter string="Lost Reason" context="{'group_by':'lost_reason'}"/>
|
|
</group>
|
|
</search>
|
|
</field>
|
|
</record>
|
|
|
|
<!--
|
|
crm.lost.reason views
|
|
-->
|
|
<record id="crm_lost_reason_view_search" model="ir.ui.view">
|
|
<field name="name">crm.lost.reason.view.search</field>
|
|
<field name="model">crm.lost.reason</field>
|
|
<field name="arch" type="xml">
|
|
<search string="Search Opportunities">
|
|
<filter string="Include archived" name="archived"
|
|
domain="['|', ('active', '=', True), ('active', '=', False)]"/>
|
|
</search>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="crm_lost_reason_view_form" model="ir.ui.view">
|
|
<field name="name">crm.lost.reason.form</field>
|
|
<field name="model">crm.lost.reason</field>
|
|
<field name="arch" type="xml">
|
|
<form string="Channel">
|
|
<group>
|
|
<field name="name"/>
|
|
<field name="active"/>
|
|
</group>
|
|
</form>
|
|
</field>
|
|
</record>
|
|
|
|
<!--
|
|
MASS MAILING
|
|
-->
|
|
<act_window name="Lead/Opportunity Mass Mail"
|
|
res_model="mail.compose.message"
|
|
src_model="crm.lead"
|
|
view_mode="form"
|
|
multi="True"
|
|
target="new"
|
|
key2="client_action_multi"
|
|
id="crm.action_lead_mass_mail"
|
|
context="{
|
|
'default_composition_mode': 'mass_mail',
|
|
'default_email_to':'{($object.email or \'\')|safe}',
|
|
'default_use_template': True,
|
|
'default_template_id': ref('crm.email_template_opportunity_mail'),
|
|
}"
|
|
groups="sales_team.group_sale_salesman"
|
|
/>
|
|
|
|
<!--Update of email_template defined in crm_lead_data, to add ref_ir_act_window
|
|
allowing to have a well formed email template (context action considered as set). -->
|
|
<record id="email_template_opportunity_mail" model="mail.template">
|
|
<field name="ref_ir_act_window" ref="crm.action_lead_mass_mail"/>
|
|
</record>
|
|
|
|
<!--
|
|
'Mark as Lost' in action dropdown
|
|
-->
|
|
<record id="action_mark_as_lost" model="ir.actions.server">
|
|
<field name="name">Mark as lost</field>
|
|
<field name="model_id" ref="model_crm_lead"/>
|
|
<field name="binding_model_id" ref="crm.model_crm_lead"/>
|
|
<field name="state">code</field>
|
|
<field name="code">
|
|
if record:
|
|
action_values = env.ref('crm.crm_lead_lost_action').read()[0]
|
|
action_values.update({'context': env.context})
|
|
action = action_values
|
|
</field>
|
|
</record>
|
|
|
|
<!--
|
|
'Mark Late Activities as Done' in action dropdown
|
|
-->
|
|
<record id="action_mark_late_activities_done" model="ir.actions.server">
|
|
<field name="name">Mark Late Activities as Done</field>
|
|
<field name="model_id" ref="model_crm_lead"/>
|
|
<field name="binding_model_id" ref="crm.model_crm_lead"/>
|
|
<field name="state">code</field>
|
|
<field name="code">
|
|
for rec in records:
|
|
rec.activity_ids.filtered(lambda a: a.state == 'overdue').action_feedback(feedback='Closed automatically in batch')
|
|
</field>
|
|
</record>
|
|
|
|
<!--
|
|
'Mark All Activities as Done' in action dropdown
|
|
-->
|
|
<record id="action_mark_activities_done" model="ir.actions.server">
|
|
<field name="name">Mark All Activities as Done</field>
|
|
<field name="model_id" ref="model_crm_lead"/>
|
|
<field name="binding_model_id" ref="crm.model_crm_lead"/>
|
|
<field name="state">code</field>
|
|
<field name="code">
|
|
for rec in records:
|
|
rec.activity_ids.action_feedback(feedback='Closed automatically in batch')
|
|
</field>
|
|
</record>
|
|
|
|
<!--
|
|
Menu Actions
|
|
-->
|
|
<menuitem
|
|
id="crm_menu_pipeline"
|
|
name="Pipeline"
|
|
parent="crm_menu_root"
|
|
sequence="1"/>
|
|
|
|
<menuitem id="res_partner_menu_crm"
|
|
parent="crm_menu_root"
|
|
action="base.action_partner_form"
|
|
sequence="2"/>
|
|
|
|
<!-- Lead Menu -->
|
|
<record model="ir.actions.act_window" id="crm_lead_all_leads">
|
|
<field name="name">Leads</field>
|
|
<field name="res_model">crm.lead</field>
|
|
<field name="view_mode">tree,kanban,graph,pivot,calendar,form</field>
|
|
<field name="domain">['|', ('type','=','lead'), ('type','=',False)]</field>
|
|
<field name="view_ids"
|
|
eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'tree', 'view_id': ref('crm_case_tree_view_leads')}),
|
|
(0, 0, {'view_mode': 'kanban', 'view_id': ref('view_crm_lead_kanban')})]"/>
|
|
<field name="search_view_id" ref="crm.view_crm_case_leads_filter"/>
|
|
<field name="context">{
|
|
'default_type':'lead',
|
|
'search_default_type': 'lead',
|
|
'needaction_menu_ref': 'crm.menu_crm_opportunities',
|
|
'search_default_to_process':1,
|
|
}
|
|
</field>
|
|
<field name="help" type="html">
|
|
<p>
|
|
Use leads if you need a qualification step before creating an
|
|
opportunity or a customer. It can be a business card you received,
|
|
a contact form filled in your website, or a file of unqualified
|
|
prospects you import, etc.
|
|
</p><p>
|
|
Once qualified, the lead can be converted into a business
|
|
opportunity and/or a new customer in your address book.
|
|
</p>
|
|
</field>
|
|
</record>
|
|
|
|
<menuitem
|
|
id="menu_crm_leads"
|
|
name="Leads"
|
|
parent="crm_menu_pipeline"
|
|
sequence="1"
|
|
action="crm_lead_all_leads"
|
|
groups="crm.group_use_lead"/>
|
|
|
|
<!-- 'My Pipeline' menu : Server action, act_window_views and act_windows -->
|
|
<record model="ir.actions.act_window" id="crm_lead_opportunities">
|
|
<field name="name">Opportunities</field>
|
|
<field name="res_model">crm.lead</field>
|
|
<field name="view_mode">kanban,tree,graph,pivot,form,calendar</field>
|
|
<field name="domain">[('type','=','opportunity')]</field>
|
|
<field name="context">{
|
|
'default_type': 'opportunity',
|
|
'default_user_id': uid
|
|
}
|
|
</field>
|
|
<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
|
|
<field name="help" type="html">
|
|
<p>
|
|
Flectra helps you keep track of your sales pipeline to follow
|
|
up potential sales and better forecast your future revenues.
|
|
</p><p>
|
|
You will be able to plan meetings and phone calls from
|
|
opportunities, convert them into quotations, attach related
|
|
documents, track all discussions, and much more.
|
|
</p>
|
|
</field>
|
|
</record>
|
|
|
|
<record model="ir.actions.act_window.view" id="action_crm_tag_kanban_view_oppor11">
|
|
<field name="sequence" eval="0"/>
|
|
<field name="view_mode">kanban</field>
|
|
<field name="view_id" ref="crm_case_kanban_view_leads"/>
|
|
<field name="act_window_id" ref="crm_lead_opportunities"/>
|
|
</record>
|
|
|
|
<record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_oppor11">
|
|
<field name="sequence" eval="1"/>
|
|
<field name="view_mode">tree</field>
|
|
<field name="view_id" ref="crm_case_tree_view_oppor"/>
|
|
<field name="act_window_id" ref="crm_lead_opportunities"/>
|
|
</record>
|
|
|
|
<record model="ir.actions.act_window.view" id="action_crm_tag_form_view_oppor11">
|
|
<field name="sequence" eval="2"/>
|
|
<field name="view_mode">form</field>
|
|
<field name="view_id" ref="crm_case_form_view_oppor"/>
|
|
<field name="act_window_id" ref="crm_lead_opportunities"/>
|
|
</record>
|
|
|
|
<record id="action_your_pipeline" model="ir.actions.server">
|
|
<field name="name">Crm: My Pipeline</field>
|
|
<field name="model_id" ref="crm.model_crm_team"/>
|
|
<field name="state">code</field>
|
|
<field name="code">action = model.action_your_pipeline()</field>
|
|
</record>
|
|
|
|
<record model="ir.actions.act_window" id="crm_lead_opportunities_tree_view">
|
|
<field name="name">Pipeline</field>
|
|
<field name="res_model">crm.lead</field>
|
|
<field name="view_mode">kanban,tree,graph,pivot,form,calendar</field>
|
|
<field name="domain">[('type','=','opportunity')]</field>
|
|
<field name="context">{
|
|
'default_type': 'opportunity',
|
|
'default_user_id': uid,
|
|
'search_default_assigned_to_me': 1,
|
|
}</field>
|
|
<field name="view_ids"
|
|
eval="[(5, 0, 0),
|
|
(0, 0, {'view_mode': 'tree', 'view_id': ref('crm_case_tree_view_oppor')}),
|
|
(0, 0, {'view_mode': 'form', 'view_id': ref('crm_case_form_view_oppor')}),
|
|
(0, 0, {'view_mode': 'kanban', 'view_id': ref('crm_case_kanban_view_leads')}),
|
|
(0, 0, {'view_mode': 'calendar'}),
|
|
(0, 0, {'view_mode': 'pivot'}),
|
|
(0, 0, {'view_mode': 'graph'})]"/>
|
|
<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
|
|
<field name="help" type="html">
|
|
<p>
|
|
Flectra helps you keep track of your sales pipeline to follow
|
|
up potential sales and better forecast your future revenues.
|
|
</p><p>
|
|
You will be able to plan meetings and phone calls from
|
|
opportunities, convert them into quotations, attach related
|
|
documents, track all discussions, and much more.
|
|
</p>
|
|
</field>
|
|
</record>
|
|
|
|
<menuitem
|
|
id="menu_crm_opportunities"
|
|
action="action_your_pipeline"
|
|
name="Pipeline"
|
|
parent="crm_menu_pipeline"
|
|
sequence="5"/>
|
|
|
|
<menuitem
|
|
id="crm.crm_menu_root"
|
|
name="CRM"
|
|
action="action_your_pipeline"/>
|
|
|
|
<!-- Next Activities Menu -->
|
|
<record id="crm_lead_action_activities" model="ir.actions.act_window">
|
|
<field name="name">Next Activities</field>
|
|
<field name="type">ir.actions.act_window</field>
|
|
<field name="res_model">crm.lead</field>
|
|
<field name="view_mode">tree,form,kanban,calendar,pivot,graph</field>
|
|
<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
|
|
<field name="view_ids"
|
|
eval="[(5, 0, 0), (0, 0, {'view_mode': 'tree', 'view_id': ref('crm_lead_view_tree_activity')}),
|
|
(0, 0, {'view_mode': 'form', 'view_id': ref('crm_case_form_view_oppor')}),
|
|
(0, 0, {'view_mode': 'kanban'}), (0, 0, {'view_mode': 'calendar'}), (0, 0, {'view_mode': 'pivot'}), (0, 0, {'view_mode': 'graph'})]"/>
|
|
<field name="domain">[('type','=','opportunity'), ('activity_date_deadline', '!=', False)]</field>
|
|
<field name="context">{
|
|
'default_type': 'opportunity',
|
|
'default_user_id': uid,
|
|
'search_default_activities_my': 1
|
|
}
|
|
</field>
|
|
<field name="help" type="html">
|
|
<p>
|
|
Here is the list of your next activities. Those are linked to your opportunities.
|
|
To set a next activity, go on an opportunity and add one. It will then appear in this list.
|
|
</p>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- Configuration/Lead & Opporotunities/Lead Tags Menu -->
|
|
<record id="crm_lead_tag_action" model="ir.actions.act_window">
|
|
<field name="name">Lead Tags</field>
|
|
<field name="res_model">crm.lead.tag</field>
|
|
<field name="view_type">form</field>
|
|
<field name="view_id" ref="crm_lead_tag_tree"/>
|
|
<field name="help" type="html">
|
|
<p class="oe_view_nocontent_create">
|
|
Click to define a new sales tag.
|
|
</p><p>
|
|
Create specific tags that fit your company's activities
|
|
to better classify and analyse your leads and opportunities.
|
|
Such categories could for instance reflect your product
|
|
structure or the different types of sales you do.
|
|
</p>
|
|
</field>
|
|
</record>
|
|
|
|
<menuitem
|
|
id="menu_crm_lead_categ"
|
|
name="Lead Tags"
|
|
action="crm_lead_tag_action"
|
|
parent="menu_crm_config_lead"
|
|
sequence="1"/>
|
|
|
|
<!-- Configuration/Lead & Opporotunities/Lost Reasons Menu -->
|
|
<record id="crm_lost_reason_action" model="ir.actions.act_window">
|
|
<field name="name">Lost Reasons</field>
|
|
<field name="res_model">crm.lost.reason</field>
|
|
<field name="view_type">form</field>
|
|
<field name="view_mode">tree,form</field>
|
|
<field name="help" type="html">
|
|
<p class="oe_view_nocontent_create">
|
|
Click to define a new lost reason.
|
|
</p><p>
|
|
Use lost reasons to explain why an opportunity is lost.
|
|
</p><p>
|
|
Some examples of lost reasons: "We don't have people/skill", "Price too high"
|
|
</p>
|
|
</field>
|
|
</record>
|
|
|
|
<menuitem
|
|
id="menu_crm_lost_reason"
|
|
action="crm_lost_reason_action"
|
|
parent="menu_crm_config_lead"
|
|
sequence="6"/>
|
|
|
|
</flectra>
|