diff options
Diffstat (limited to 'addons/crm/views/crm_lead_views.xml')
| -rw-r--r-- | addons/crm/views/crm_lead_views.xml | 1060 |
1 files changed, 1060 insertions, 0 deletions
diff --git a/addons/crm/views/crm_lead_views.xml b/addons/crm/views/crm_lead_views.xml new file mode 100644 index 00000000..7224cc86 --- /dev/null +++ b/addons/crm/views/crm_lead_views.xml @@ -0,0 +1,1060 @@ +<?xml version="1.0"?> +<odoo> + <record id="crm_lead_view_form" model="ir.ui.view"> + <field name="name">crm.lead.form</field> + <field name="model">crm.lead</field> + <field name="arch" type="xml"> + <form class="o_lead_opportunity_form" js_class="crm_form"> + <header> + <button name="action_set_won_rainbowman" string="Mark Won" + type="object" class="oe_highlight" + attrs="{'invisible': ['|','|', ('active','=',False), ('probability', '=', 100), ('type', '=', 'lead')]}"/> + <button name="%(crm.crm_lead_lost_action)d" string="Mark Lost" + type="action" class="oe_highlight" context="{'default_lead_id': active_id}" attrs="{'invisible': ['|', ('type', '=', 'lead'),('active', '=', False),('probability', '<', 100)]}"/> + <button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action" help="Convert to Opportunity" + class="oe_highlight" attrs="{'invisible': ['|', ('type', '=', 'opportunity'), ('active', '=', False)]}"/> + <button name="toggle_active" string="Restore" type="object" + attrs="{'invisible': ['|', ('probability', '>', 0), ('active', '=', True)]}"/> + <button name="action_set_lost" string="Mark as Lost" type="object" + attrs="{'invisible': ['|', ('type', '=', 'opportunity'), '&', ('probability', '=', 0), ('active', '=', False)]}"/> + <field name="stage_id" widget="statusbar" + options="{'clickable': '1', 'fold_field': 'fold'}" + domain="['|', ('team_id', '=', team_id), ('team_id', '=', False)]" + attrs="{'invisible': ['|', ('active', '=', False), ('type', '=', 'lead')]}"/> + </header> + <div class="text-center alert alert-primary oe_edit_only" role="alert" attrs="{'invisible': ['|', ('ribbon_message', '=', False), ('ribbon_message', '=', '')]}"> + <field name="ribbon_message"/> + </div> + <sheet> + <field name="active" invisible="1"/> + <div class="oe_button_box" name="button_box"> + <button name="action_schedule_meeting" type="object" + class="oe_stat_button" icon="fa-calendar" + context="{'partner_id': partner_id}" + attrs="{'invisible': [('type', '=', 'lead')]}"> + <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> + </div> + <widget name="web_ribbon" title="Lost" bg_color="bg-danger" attrs="{'invisible': ['|', ('probability', '>', 0), ('active', '=', True)]}"/> + <widget name="web_ribbon" title="Won" attrs="{'invisible': [('probability', '<', 100)]}" /> + <div class="oe_title"> + <label for="name" class="oe_edit_only" string="Lead" attrs="{'invisible': [('type', '=', 'opportunity')]}"/> + <label for="name" class="oe_edit_only" attrs="{'invisible': [('type', '=', 'lead')]}"/> + <h1><field name="name" placeholder="e.g. Product Pricing"/></h1> + <h2 class="o_row no-gutters align-items-end"> + <div class="col" attrs="{'invisible': [('type', '=', 'lead')]}"> + <label for="expected_revenue" class="oe_edit_only" /> + <div class="o_row"> + <field name="company_currency" invisible="1"/> + <field name="expected_revenue" class="oe_inline" widget='monetary' options="{'currency_field': 'company_currency'}"/> + <span class="oe_grey p-2" groups="crm.group_use_recurring_revenues"> + </span> + <span class="oe_grey p-2" groups="!crm.group_use_recurring_revenues"> at </span> + </div> + </div> + <div class="col" attrs="{'invisible': [('type', '=', 'lead')]}" groups="crm.group_use_recurring_revenues"> + <div class="o_row"> + <field name="recurring_revenue" class="pr-2 oe_inline" widget="monetary" options="{'currency_field': 'company_currency'}"/> + </div> + </div> + <div class="col" attrs="{'invisible': [('type', '=', 'lead')]}" groups="crm.group_use_recurring_revenues"> + <div class="o_row"> + <field name="recurring_plan" class="oe_inline" placeholder="E.g. Monthly" + attrs="{'required': [('recurring_revenue', '!=', 0)]}" options="{'no_create': True, 'no_open': True}"/> + <span class="oe_grey p-2"> at </span> + </div> + </div> + <div class="col"> + <div class="oe_edit_only d-flex align-items-center"> + <label for="probability"/> + <button class="btn btn-link" name="action_set_automated_probability" type="object" + attrs="{'invisible': [('is_automated_probability', '=', True)]}"> + <i class="fa fa-gear" role="img" title="Switch to automatic probability" aria-label="Switch to automatic probability"></i> + </button> + <small class="oe_grey h6 mb0" attrs="{'invisible': [('is_automated_probability', '=', True)]}"> + <field class="mb0" name="automated_probability" force_save="1"/> %% + </small> + </div> + <div id="probability" class="o_row d-flex"> + <field name="is_automated_probability" invisible="1"/> + <field name="probability" widget="float" class="oe_inline"/> + <span class="oe_grey"> %%</span> + </div> + </div> + </h2> + </div> + <group> + <group name="lead_partner" attrs="{'invisible': [('type', '=', 'opportunity')]}"> + <!-- Preload all the partner's information --> + <field name="partner_id" widget="res_partner_many2one" + context="{ + 'default_name': contact_name, + 'default_title': title, + '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, + 'show_vat': True + }" groups="base.group_no_one"/> + <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. https://www.odoo.com"/> + <field name="lang_id"/> + </group> + + <group name="opportunity_partner" attrs="{'invisible': [('type', '=', 'lead')]}"> + <field name="partner_id" + widget="res_partner_many2one" + string="Customer" + context="{'res_partner_search_mode': type == 'opportunity' and 'customer' or False, + 'default_name': contact_name or partner_name, + 'default_street': street, + 'default_is_company': type == 'opportunity' and contact_name == False, + 'default_company_name': type == 'opportunity' and partner_name, + 'default_street2': street2, + 'default_city': city, + 'default_title': title, + '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, + 'show_vat': True, + }" + /> + <field name="is_blacklisted" invisible="1"/> + <field name="partner_is_blacklisted" invisible="1"/> + <field name="phone_blacklisted" invisible="1"/> + <field name="mobile_blacklisted" invisible="1"/> + <field name="email_state" invisible="1"/> + <field name="phone_state" invisible="1"/> + <label for="email_from" class="oe_inline"/> + <div class="o_row o_row_readonly"> + <button name="mail_action_blacklist_remove" class="fa fa-ban text-danger" + title="This email is blacklisted for mass mailings. Click to unblacklist." + type="object" context="{'default_email': email_from}" groups="base.group_user" + attrs="{'invisible': [('is_blacklisted', '=', False)]}"/> + <field name="email_from" string="Email" widget="email"/> + </div> + <label for="phone" class="oe_inline"/> + <div class="o_row o_row_readonly"> + <button name="phone_action_blacklist_remove" class="fa fa-ban text-danger" + title="This phone number is blacklisted for SMS Marketing. Click to unblacklist." + type="object" context="{'default_phone': phone}" groups="base.group_user" + attrs="{'invisible': [('phone_blacklisted', '=', False)]}"/> + <field name="phone" widget="phone"/> + </div> + </group> + <group name="lead_info" attrs="{'invisible': [('type', '=', 'opportunity')]}"> + <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="is_blacklisted" invisible="1"/> + <field name="phone_blacklisted" invisible="1"/> + <field name="email_state" invisible="1"/> + <field name="phone_state" invisible="1"/> + <label for="email_from_group_lead_info" class="oe_inline"/> + <div class="o_row o_row_readonly"> + <button name="mail_action_blacklist_remove" class="fa fa-ban text-danger" + title="This email is blacklisted for mass mailings. Click to unblacklist." + type="object" context="{'default_email': email_from}" groups="base.group_user" + attrs="{'invisible': [('is_blacklisted', '=', False)]}"/> + <field name="email_from" id="email_from_group_lead_info" string="Email" widget="email"/> + </div> + <field name="email_cc" groups="base.group_no_one"/> + <field name="function"/> + <label for="phone_group_lead_info" class="oe_inline"/> + <div class="o_row o_row_readonly"> + <button name="phone_action_blacklist_remove" class="fa fa-ban text-danger" + title="This phone number is blacklisted for SMS Marketing. Click to unblacklist." + type="object" context="{'default_phone': phone}" groups="base.group_user" + attrs="{'invisible': [('phone_blacklisted', '=', False)]}"/> + <field name="phone" id="phone_group_lead_info" widget="phone"/> + </div> + <label for="mobile" class="oe_inline"/> + <div class="o_row o_row_readonly"> + <button name="phone_action_blacklist_remove" class="fa fa-ban text-danger" + title="This phone number is blacklisted for SMS Marketing. Click to unblacklist." + type="object" context="{'default_phone': mobile}" groups="base.group_user" + attrs="{'invisible': [('mobile_blacklisted', '=', False)]}"/> + <field name="mobile" widget="phone" string="Mobile"/> + </div> + </group> + <group attrs="{'invisible': [('type', '=', 'lead')]}"> + <field name="date_deadline"/> + <field name="priority" widget="priority"/> + <field name="tag_ids" widget="many2many_tags" options="{'color_field': 'color', 'no_create_edit': True}"/> + </group> + <group> + <field name="user_id" domain="[('share', '=', False)]" + context="{'default_sales_team_id': team_id}" widget="many2one_avatar_user"/> + <field name="team_id" widget="selection" + domain="['|', ('company_id', '=', False), ('company_id', '=', company_id)]"/> + <field name="type" invisible="1"/> + </group> + <group name="lead_priority" attrs="{'invisible': [('type', '=', 'opportunity')]}"> + <field name="priority" widget="priority"/> + <field name="tag_ids" widget="many2many_tags" options="{'color_field': 'color', 'no_create_edit': True}"/> + </group> + <group name="opportunity_info" attrs="{'invisible': [('type', '=', 'lead')]}"> + <field name="lost_reason" attrs="{'invisible': [('active', '=', True)]}"/> + <field name="date_conversion" invisible="1"/> + <field name="company_id" groups="base.group_multi_company"/> + </group> + </group> + + <notebook> + <page string="Internal Notes" name="internal_notes"> + <field name="description" placeholder="Add a description..."/> + </page> + <page name="extra" string="Extra Info" attrs="{'invisible': [('type', '=', 'opportunity')]}"> + <group> + <group string="Email" groups="base.group_no_one"> + <field name="message_bounce" readonly="1"/> + </group> + <group string="Tracking" name="categorization"> + <field name="company_id" + groups="base.group_multi_company" + options="{'no_create': True}"/> + <field name="campaign_id" /> + <field name="medium_id"/> + <field name="source_id"/> + <field name="referred"/> + </group> + <group string="Analysis"> + <field name="date_open"/> + <field name="date_closed"/> + </group> + </group> + </page> + <page name="lead" string="Extra Information" attrs="{'invisible': [('type', '=', 'lead')]}"> + <group> + <group string="Contact Information"> + <field name="partner_name"/> + <label for="street_page_lead" string="Address"/> + <div class="o_address_format"> + <field name="street" id="street_page_lead" 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. https://www.odoo.com"/> + <field name="lang_id" options="{'no_create': True}"/> + </group> + <group class="mt48"> + <label for="contact_name_page_lead"/> + <div class="o_row"> + <field name="contact_name" id="contact_name_page_lead"/> + <field name="title" placeholder="Title" domain="[]" options='{"no_open": True}'/> + </div> + <field name="function"/> + <label for="mobile_page_lead" class="oe_inline"/> + <div class="o_row o_row_readonly"> + <button name="phone_action_blacklist_remove" class="fa fa-ban text-danger" + title="This phone number is blacklisted for SMS Marketing. Click to unblacklist." + type="object" context="{'default_phone': mobile}" groups="base.group_user" + attrs="{'invisible': [('mobile_blacklisted', '=', False)]}"/> + <field name="mobile" id="mobile_page_lead" widget="phone"/> + </div> + </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"/> + <field name="activity_ids"/> + <field name="message_ids" options="{'post_refresh': 'recipients'}"/> + </div> + </form> + </field> + </record> + + <!-- + crm.lead (as Lead) views + --> + <record id="act_crm_opportunity_calendar_event_new" model="ir.actions.act_window"> + <field name="name">Meetings</field> + <field name="res_model">calendar.event</field> + <field name="view_mode">tree,form,calendar</field> + <field name="context">{'default_duration': 4.0, 'default_opportunity_id': active_id}</field> + </record> + + <record id="crm_case_tree_view_leads" model="ir.ui.view"> + <field name="name">crm.lead.tree.lead</field> + <field name="model">crm.lead</field> + <field name="priority">10</field> + <field name="arch" type="xml"> + <tree string="Leads" sample="1" multi_edit="1"> + <field name="date_deadline" invisible="1"/> + <field name="create_date" optional="hide"/> + <field name="name" string="Lead" readonly="1"/> + <field name="contact_name" optional="hide"/> + <field name="partner_name" optional="hide"/> + <field name="email_from" optional="show"/> + <field name="phone" optional="show" class="o_force_ltr"/> + <field name="company_id" groups="base.group_multi_company" optional="show"/> + <field name="city" optional="show"/> + <field name="state_id" optional="hide"/> + <field name="country_id" optional="show"/> + <field name="partner_id" invisible="1"/> + <field name="user_id" optional="show" widget="many2one_avatar_user" domain="[('share', '=', False)]"/> + <field name="team_id" optional="show"/> + <field name="active" invisible="1"/> + <field name="probability" invisible="1"/> + <field name="campaign_id" optional="hide"/> + <field name="referred" invisible="1"/> + <field name="medium_id" optional="hide"/> + <field name="source_id" optional="hide"/> + <field name="message_needaction" invisible="1"/> + <field name="tag_ids" optional="hide" widget="many2many_tags" options="{'color_field': 'color'}"/> + <field name="priority" optional="hide"/> + </tree> + </field> + </record> + + <record id="view_crm_lead_kanban" model="ir.ui.view"> + <field name="name">crm.lead.kanban</field> + <field name="model">crm.lead</field> + <field name="priority" eval="100"/> + <field name="arch" type="xml"> + <kanban class="o_kanban_mobile" archivable="false" js_class="crm_kanban" sample="1"> + <field name="name"/> + <field name="contact_name"/> + <field name="priority"/> + <field name="tag_ids"/> + <field name="user_id"/> + <field name="activity_ids"/> + <field name="activity_state"/> + <progressbar field="activity_state" colors='{"planned": "success", "today": "warning", "overdue": "danger"}'/> + <templates> + <t t-name="kanban-box"> + <div t-attf-class="oe_kanban_content oe_kanban_global_click"> + <div> + <strong class="o_kanban_record_title"><span><field name="name"/></span></strong> + </div> + <div> + <span class="o_kanban_record_subtitle"><field name="contact_name"/></span> + </div> + <div> + <field name="tag_ids"/> + </div> + <div class="o_kanban_record_bottom"> + <div class="oe_kanban_bottom_left"> + <field name="priority" widget="priority"/> + <div class="o_kanban_inline_block"> + <field name="activity_ids" widget="kanban_activity"/> + </div> + </div> + <div class="oe_kanban_bottom_right"> + <field name="user_id" widget="many2one_avatar_user"/> + </div> + </div> + </div> + </t> + </templates> + </kanban> + </field> + </record> + + <record id="crm_case_calendar_view_leads" model="ir.ui.view"> + <field name="name">crm.lead.calendar.lead</field> + <field name="model">crm.lead</field> + <field name="priority" eval="2"/> + <field name="arch" type="xml"> + <calendar string="Leads Generation" create="0" mode="month" date_start="activity_date_deadline" color="user_id" hide_time="true" event_limit="5"> + <field name="expected_revenue"/> + <field name="partner_id" avatar_field="image_128"/> + <field name="user_id" filters="1" invisible="1"/> + </calendar> + </field> + </record> + + <record id="quick_create_opportunity_form" model="ir.ui.view"> + <field name="name">crm.lead.form.quick_create</field> + <field name="model">crm.lead</field> + <field name="priority">1000</field> + <field name="arch" type="xml"> + <form> + <group> + <field name="partner_id" widget="res_partner_many2one" + string='Organization / Contact' + context="{ + 'res_partner_search_mode': type == 'opportunity' and 'customer' or False, + 'default_name': contact_name or partner_name, + 'default_is_company': type == 'opportunity' and contact_name == False, + 'default_company_name': type == 'opportunity' and partner_name, + 'default_phone': phone, + 'default_email': email_from, + 'show_vat': True}"/> + <field name="name" placeholder="e.g. Product Pricing" /> + <field name="email_from" string="Email" /> + <field name="phone" string="Phone" /> + <label for="expected_revenue"/> + <div class="o_row"> + <field name="expected_revenue" class="oe_inline mr-5" widget="monetary" options="{'currency_field': 'company_currency'}"/> + <field name="priority" class="oe_inline" nolabel="1" widget="priority"/> + </div> + <div class="o_row"> + <field name="recurring_revenue" class="oe_inline pr-4" widget="monetary" options="{'currency_field': 'company_currency'}"/> + <field name="recurring_plan" class="oe_inline" placeholder="E.g. Monthly" + attrs="{'required': [('recurring_revenue', '!=', 0)]}" options="{'no_create': True, 'no_open': True}"/> + </div> + <field name="company_currency" invisible="1"/> + <field name="company_id" invisible="1"/> + <field name="user_id" invisible="1"/> + <field name="team_id" invisible="1"/> + <field name="type" invisible="1"/> + <field name="partner_name" invisible="1"/> + <field name="contact_name" invisible="1"/> + <field name="country_id" invisible="1"/> + <field name="state_id" invisible="1"/> + <field name="city" invisible="1"/> + <field name="street" invisible="1"/> + <field name="street2" invisible="1"/> + <field name="zip" invisible="1"/> + <field name="mobile" invisible="1"/> + <field name="website" invisible="1"/> + <field name="function" invisible="1"/> + <field name="title" invisible="1"/> + </group> + </form> + </field> + </record> + + <record id="crm_lead_view_activity" model="ir.ui.view"> + <field name="name">crm.lead.view.activity</field> + <field name="model">crm.lead</field> + <field name="arch" type="xml"> + <activity string="Leads or Opportunities"> + <field name="user_id"/> + <field name="company_currency"/> + <templates> + <div t-name="activity-box"> + <img t-att-src="activity_image('res.users', 'image_128', record.user_id.raw_value)" t-att-title="record.user_id.value" t-att-alt="record.user_id.value"/> + <div> + <field name="name" display="full"/> + <field name="expected_revenue" widget="monetary" display="full" muted="1"/> + </div> + </div> + </templates> + </activity> + </field> + </record> + + <record id="crm_case_kanban_view_leads" model="ir.ui.view"> + <field name="name">crm.lead.kanban.lead</field> + <field name="model">crm.lead</field> + <field name="priority" eval="1"/> + <field name="arch" type="xml"> + <kanban default_group_by="stage_id" class="o_kanban_small_column o_opportunity_kanban" on_create="quick_create" quick_create_view="crm.quick_create_opportunity_form" + archivable="false" sample="1"> + <field name="stage_id" options='{"group_by_tooltip": {"requirements": "Description"}}'/> + <field name="color"/> + <field name="priority"/> + <field name="expected_revenue"/> + <field name="kanban_state"/> + <field name="activity_date_deadline"/> + <field name="user_email"/> + <field name="user_id"/> + <field name="partner_id"/> + <field name="activity_summary"/> + <field name="active"/> + <field name="company_currency"/> + <field name="activity_state" /> + <field name="activity_ids" /> + <progressbar field="activity_state" colors='{"planned": "success", "today": "warning", "overdue": "danger"}' sum_field="expected_revenue" help="This bar allows to filter the opportunities based on scheduled activities."/> + <templates> + <t t-name="kanban-box"> + <div t-attf-class="#{!selection_mode ? kanban_color(record.color.raw_value) : ''} oe_kanban_global_click"> + <div class="o_dropdown_kanban dropdown"> + + <a class="dropdown-toggle o-no-caret btn" role="button" data-toggle="dropdown" data-display="static" href="#" aria-label="Dropdown menu" title="Dropdown menu"> + <span class="fa fa-ellipsis-v"/> + </a> + <div class="dropdown-menu" role="menu"> + <t t-if="widget.editable"><a role="menuitem" type="edit" class="dropdown-item">Edit</a></t> + <t t-if="widget.deletable"><a role="menuitem" type="delete" class="dropdown-item">Delete</a></t> + <ul class="oe_kanban_colorpicker" data-field="color"/> + </div> + </div> + <div class="oe_kanban_content"> + <div class="o_kanban_record_title"> + <strong><field name="name"/></strong> + </div> + <div class="o_kanban_record_subtitle"> + <t t-if="record.expected_revenue.raw_value"> + <field name="expected_revenue" widget="monetary" options="{'currency_field': 'company_currency'}"/> + <span t-if="record.recurring_revenue and record.recurring_revenue.raw_value"> + </span> + </t> + <t t-if="record.recurring_revenue and record.recurring_revenue.raw_value"> + <field name="recurring_revenue" widget="monetary" options="{'currency_field': 'company_currency'}"/> + <field name="recurring_plan"/> + </t> + </div> + <div> + <span t-if="record.partner_id.value" t-esc="record.partner_id.value"></span> + </div> + <div> + <field name="tag_ids" widget="many2many_tags" options="{'color_field': 'color'}"/> + </div> + <div class="o_kanban_record_bottom"> + <div class="oe_kanban_bottom_left"> + <field name="priority" widget="priority" groups="base.group_user"/> + <field name="activity_ids" widget="kanban_activity"/> + </div> + <div class="oe_kanban_bottom_right"> + <field name="user_id" widget="many2one_avatar_user"/> + </div> + </div> + </div> + <div class="oe_clear"/> + </div> + </t> + </templates> + </kanban> + </field> + </record> + + <record id="view_crm_case_leads_filter" model="ir.ui.view"> + <field name="name">crm.lead.search.lead</field> + <field name="model">crm.lead</field> + <field name="arch" type="xml"> + <search string="Search Leads"> + <field name="name" string="Lead" filter_domain="['|','|','|',('partner_name', 'ilike', self),('email_from', 'ilike', self), ('contact_name', 'ilike', self), ('name', 'ilike', self)]"/> + <field name="tag_ids" string="Tag" filter_domain="[('tag_ids', 'ilike', self)]"/> + <field name="user_id"/> + <field name="team_id"/> + <field name="country_id"/> + <field name="city"/> + <field name="phone_mobile_search"/> + <field name="lang_id"/> + <field name="create_date"/> + <field name="source_id"/> + <field name="medium_id"/> + <field name="campaign_id"/> + <separator /> + <filter string="My Leads" + name="assigned_to_me" + domain="[('user_id', '=', uid)]" + help="Leads that are assigned to me"/> + <filter string="Unassigned" name="unassigned_leads" + domain="[('user_id','=', False), ('type', '=', 'lead')]" + help="Leads that are not assigned"/> + <separator /> + <filter string="Lost" name="lost" + domain="['&', ('probability', '=', 0), ('active', '=', False)]"/> + <separator/> + <filter string="Creation Date" name="filter_creation_date" date="create_date" default_period="this_month"/> + <filter name="filter_date_closed" date="date_closed"/> + <separator/> + <separator/> + <filter invisible="1" 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 invisible="1" string="Today Activities" name="activities_today" + domain="[('activity_ids.date_deadline', '=', context_today().strftime('%Y-%m-%d'))]"/> + <filter invisible="1" string="Future Activities" name="activities_upcoming_all" + domain="[('activity_ids.date_deadline', '>', context_today().strftime('%Y-%m-%d'))]"/> + <separator/> + <filter string="Archived" name="inactive" domain="[('active', '=', False)]"/> + <group expand="0" string="Group By"> + <filter string="Salesperson" name="salesperson" context="{'group_by':'user_id'}"/> + <filter string="Sales Team" name="saleschannel" context="{'group_by':'team_id'}"/> + <filter name="city" string="City" context="{'group_by': 'city'}"/> + <filter string="Country" name="country" context="{'group_by':'country_id'}" /> + <filter string="Company" name="company" context="{'group_by':'company_id'}" groups="base.group_multi_company"/> + <filter string="Campaign" name="compaign" domain="[]" context="{'group_by':'campaign_id'}"/> + <filter string="Medium" name="medium" domain="[]" context="{'group_by':'medium_id'}"/> + <filter string="Source" name="source" domain="[]" context="{'group_by':'source_id'}"/> + <separator orientation="vertical" /> + <filter string="Creation Date" context="{'group_by':'create_date:month'}" name="month"/> + <filter string="Closed Date" name="date_closed" context="{'group_by':'date_closed'}"/> + </group> + </search> + </field> + </record> + + <!-- + MASS MAILING + --> + <record id="crm_lead_act_window_compose" model="ir.actions.act_window"> + <field name="name">Send email</field> + <field name="res_model">mail.compose.message</field> + <field name="view_mode">form</field> + <field name="target">new</field> + <field name="context" eval="{ + 'default_composition_mode': 'comment', + 'default_use_template': True, + 'default_template_id': ref('crm.email_template_opportunity_mail'), + }"/> + <field name="binding_model_id" ref="model_crm_lead"/> + <field name="binding_view_types">form</field> + </record> + + <record id="action_lead_mass_mail" model="ir.actions.act_window"> + <field name="name">Send email</field> + <field name="res_model">mail.compose.message</field> + <field name="view_mode">form</field> + <field name="target">new</field> + <field name="context" eval="{ + 'default_composition_mode': 'mass_mail', + 'default_use_template': True, + 'default_template_id': ref('crm.email_template_opportunity_mail'), + }"/> + <field name="binding_model_id" ref="model_crm_lead"/> + <field name="binding_view_types">list</field> + </record> + + <!--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> + + <!-- + crm.lead (as Opportunity) views + --> + + <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="priority">1</field> + <field name="arch" type="xml"> + <tree string="Opportunities" sample="1" multi_edit="1"> + <field name="date_deadline" invisible="1"/> + <field name="create_date" optional="hide"/> + <field name="name" string="Opportunity" readonly="1"/> + <field name="partner_id" optional="hide"/> + <field name="contact_name" optional="show"/> + <field name="email_from"/> + <field name="phone" class="o_force_ltr"/> + <field name="company_id" groups="base.group_multi_company" optional="show"/> + <field name="city" optional="hide"/> + <field name="state_id" optional="hide"/> + <field name="country_id" optional="hide"/> + <field name="user_id" widget="many2one_avatar_user" optional="show" domain="[('share', '=', False)]"/> + <field name="team_id" optional="show"/> + <field name="priority" optional="hide"/> + <field name="activity_ids" widget="list_activity"/> + <field name="activity_user_id" optional="hide" string="Activity by" widget="many2one_avatar_user"/> + <field name="activity_date_deadline_my" string="My Deadline" widget="remaining_days" options="{'allow_order': '1'}"/> + <field name="campaign_id" optional="hide"/> + <field name="medium_id" optional="hide"/> + <field name="source_id" optional="hide"/> + <field name="company_currency" invisible="1"/> + <field name="expected_revenue" sum="Expected Revenues" optional="show" widget="monetary" options="{'currency_field': 'company_currency'}"/> + <field name="recurring_revenue_monthly" sum="Expected MRR" optional="show" widget="monetary" options="{'currency_field': 'company_currency'}"/> + <field name="recurring_revenue" sum="Recurring Revenue" optional="hide" widget="monetary" options="{'currency_field': 'company_currency'}"/> + <field name="recurring_plan" optional="hide"/> + <field name="stage_id" optional="show" decoration-bf="1"/> + <field name="active" invisible="1"/> + <field name="probability" optional="hide"/> + <field name="tag_ids" optional="hide" widget="many2many_tags" options="{'color_field': 'color'}"/> + <field name="referred" invisible="1"/> + <field name="message_needaction" invisible="1"/> + </tree> + </field> + </record> + + <record id="crm_lead_view_list_activities" model="ir.ui.view"> + <field name="name">crm.lead.list.activities</field> + <field name="model">crm.lead</field> + <field name="mode">primary</field> + <field name="priority">20</field> + <field name="inherit_id" ref="crm.crm_case_tree_view_oppor"/> + <field name="arch" type="xml"> + <xpath expr="//tree" position="attributes"> + <attribute name="default_order">activity_date_deadline_my</attribute> + </xpath> + <xpath expr="//tree" position="inside"> + <header> + <button name="%(crm.action_lead_mass_mail)d" type="action" string="Email" /> + </header> + </xpath> + <field name="user_id" position="attributes"> + <attribute name="optional">hide</attribute> + </field> + <field name="team_id" position="attributes"> + <attribute name="optional">hide</attribute> + </field> + <field name="message_needaction" position="after"> + <button name="action_snooze" class="text-warning" type="object" string="Snooze 7d" icon="fa-bell-slash" /> + <button name="%(crm.crm_lead_act_window_compose)d" type="action" string="Email" icon="fa-envelope"/> + </field> + </field> + </record> + + <record id="view_crm_case_my_activities_filter" model="ir.ui.view"> + <field name="name">crm.lead.search.myactivities</field> + <field name="model">crm.lead</field> + <field name="inherit_id" ref="crm.view_crm_case_leads_filter"/> + <field name="arch" type="xml"> + <!-- we should not override the whole field but instead just set invisible attribute + to 0. but this approach is not working. the work around is temporary --> + <xpath expr="//filter[@name='activities_overdue']" position="replace"> + <filter string="Late Activities" name="activities_overdue" + domain="[('my_activity_date_deadline', '<', context_today().strftime('%Y-%m-%d'))]" + help="Show all opportunities for which the next action date is before today"/> + </xpath> + <xpath expr="//filter[@name='activities_today']" position="replace"> + <filter string="Today Activities" name="activities_today" + domain="[('my_activity_date_deadline', '=', context_today().strftime('%Y-%m-%d'))]"/> + </xpath> + <xpath expr="//filter[@name='activities_upcoming_all']" position="replace"> + <filter string="Future Activities" name="activities_upcoming_all" + domain="[('my_activity_date_deadline', '>', context_today().strftime('%Y-%m-%d'))]"/> + </xpath> + <xpath expr="//filter[@name='assigned_to_me']" position="replace"> + <filter string="My Activities" name="assigned_to_me" + domain="[('activity_user_id','=',uid)]" + help="Opportunities that are assigned to me"/> + </xpath> + </field> + </record> + + <record id="crm_lead_view_graph" model="ir.ui.view"> + <field name="name">crm.lead.view.graph</field> + <field name="model">crm.lead</field> + <field name="arch" type="xml"> + <graph string="Opportunities" sample="1"> + <field name="stage_id" type="col"/> + <field name="user_id" type="row"/> + <field name="color" invisible="1"/> + </graph> + </field> + </record> + + <record id="crm_lead_view_pivot" model="ir.ui.view"> + <field name="name">crm.lead.view.pivot</field> + <field name="model">crm.lead</field> + <field name="arch" type="xml"> + <pivot string="Pipeline Analysis" sample="1"> + <field name="create_date" interval="month" type="row"/> + <field name="stage_id" type="col"/> + <field name="expected_revenue" type="measure"/> + <field name="recurring_revenue_monthly" type="measure"/> + <field name="color" invisible="1"/> + </pivot> + </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="priority">15</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), + ('contact_name', 'ilike', self)]"/> + <field name="partner_id" operator="child_of" string="Customer" filter_domain="[ + '|', '|', '|', + ('partner_id', 'ilike', self), + ('partner_name', 'ilike', self), + ('email_from', 'ilike', self), + ('contact_name', 'ilike', self)]"/> + <field name="tag_ids" string="Tag" filter_domain="[('tag_ids', 'ilike', self)]"/> + <field name="user_id"/> + <field name="team_id"/> + <field name="stage_id" domain="[]"/> + <field name="country_id"/> + <field name="city"/> + <field name="phone_mobile_search"/> + <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"/> + <filter string="Open Opportunities" name="open_opportunities" + domain="[('probability', '<', 100), ('type', '=', 'opportunity')]" + help="Open Opportunities"/> + <separator/> + <filter string="Unread Messages" name="message_needaction" domain="[('message_needaction', '=', True)]"/> + <separator/> + <filter string="Creation Date" name="creation_date" date="create_date"/> + <filter string="Closed Date" name="close_date" date="date_closed"/> + <separator/> + <filter string="Won" name="won" domain="['&', ('active', '=', True), ('stage_id.is_won', '=', True)]"/> + <filter string="Lost" name="lost" domain="['&', ('active', '=', False), ('probability', '=', 0)]"/> + <separator/> + <filter invisible="1" string="Overdue Opportunities" name="overdue_opp" domain="[('date_deadline', '<', context_today().strftime('%Y-%m-%d'))]"/> + <filter invisible="1" 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 invisible="1" string="Today Activities" name="activities_today" + domain="[('activity_ids.date_deadline', '=', context_today().strftime('%Y-%m-%d'))]"/> + <filter invisible="1" string="Future Activities" name="activities_upcoming_all" + domain="[('activity_ids.date_deadline', '>', context_today().strftime('%Y-%m-%d'))]"/> + <separator/> + <filter string="Archived" name="inactive" domain="[('active', '=', False)]"/> + <group expand="0" string="Group By" colspan="16"> + <filter string="Salesperson" name="salesperson" context="{'group_by':'user_id'}"/> + <filter string="Sales Team" name="saleschannel" context="{'group_by':'team_id'}"/> + <filter name="stage" string="Stage" context="{'group_by':'stage_id'}"/> + <filter name="city" string="City" context="{'group_by': 'city'}"/> + <filter string="Country" name="country" context="{'group_by':'country_id'}" /> + <filter string="Lost Reason" name="lostreason" context="{'group_by':'lost_reason'}"/> + <filter string="Company" name="company" context="{'group_by':'company_id'}" groups="base.group_multi_company"/> + <filter string="Campaign" name="compaign" domain="[]" context="{'group_by':'campaign_id'}"/> + <filter string="Medium" name="medium" domain="[]" context="{'group_by':'medium_id'}"/> + <filter string="Source" name="source" domain="[]" context="{'group_by':'source_id'}"/> + <separator orientation="vertical" /> + <filter string="Creation Date" context="{'group_by':'create_date:month'}" name="month"/> + <filter string="Conversion Date" name="date_conversion" context="{'group_by': 'date_conversion'}" groups="crm.group_use_lead"/> + <filter string="Expected Closing" name="date_deadline" context="{'group_by':'date_deadline'}"/> + <filter string="Closed Date" name="date_closed" context="{'group_by':'date_closed'}"/> + </group> + </search> + </field> + </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="binding_view_types">list</field> + <field name="state">code</field> + <field name="code"> +if record: + action_values = env.ref('crm.crm_lead_lost_action').sudo().read()[0] + action_values.update({'context': env.context}) + action = action_values + </field> + </record> + + <!-- 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,activity</field> + <field name="domain">['|', ('type','=','lead'), ('type','=',False)]</field> + <field name="search_view_id" ref="crm.view_crm_case_leads_filter"/> + <field name="context">{ + 'default_type':'lead', + 'search_default_type': 'lead', + 'search_default_to_process':1, + } + </field> + </record> + + <record id="crm_lead_all_leads_view_tree" model="ir.actions.act_window.view"> + <field name="sequence" eval="1"/> + <field name="view_mode">tree</field> + <field name="view_id" ref="crm_case_tree_view_leads"/> + <field name="act_window_id" ref="crm_lead_all_leads"/> + </record> + + <record id="crm_lead_all_leads_view_kanban" model="ir.actions.act_window.view"> + <field name="sequence" eval="2"/> + <field name="view_mode">kanban</field> + <field name="view_id" ref="view_crm_lead_kanban"/> + <field name="act_window_id" ref="crm_lead_all_leads"/> + </record> + + <record id="crm_lead_all_leads_view_calendar" model="ir.actions.act_window.view"> + <field name="sequence" eval="3"/> + <field name="view_mode">calendar</field> + <field name="view_id" ref="crm_case_calendar_view_leads"/> + <field name="act_window_id" ref="crm_lead_all_leads"/> + </record> + + <record id="crm_lead_all_leads_view_pivot" model="ir.actions.act_window.view"> + <field name="sequence" eval="4"/> + <field name="view_mode">pivot</field> + <field name="view_id" ref="crm_lead_view_pivot"/> + <field name="act_window_id" ref="crm_lead_all_leads"/> + </record> + + <record id="crm_lead_all_leads_view_graph" model="ir.actions.act_window.view"> + <field name="sequence" eval="5"/> + <field name="view_mode">graph</field> + <field name="view_id" ref="crm_lead_view_graph"/> + <field name="act_window_id" ref="crm_lead_all_leads"/> + </record> + + <record id="crm_menu_leads" model="ir.ui.menu"> + <field name="action" ref="crm.crm_lead_all_leads"/> + </record> + + <!-- My Activities Menu --> + <record id="crm_lead_action_my_activities" model="ir.actions.act_window"> + <field name="name">My Activities</field> + <field name="res_model">crm.lead</field> + <field name="view_mode">tree,kanban,graph,pivot,calendar,form,activity</field> + <field name="view_id" ref="crm_lead_view_list_activities"/> + <field name="domain">[('activity_ids','!=',False)]</field> + <field name="search_view_id" ref="crm.view_crm_case_my_activities_filter"/> + <field name="context">{'default_type': 'opportunity', + 'search_default_assigned_to_me': 1} + </field> + </record> + + <record id="crm_lead_action_my_activities_view_tree" model="ir.actions.act_window.view"> + <field name="sequence">1</field> + <field name="view_mode">tree</field> + <field name="view_id" ref="crm.crm_lead_view_list_activities"/> + <field name="act_window_id" ref="crm_lead_action_my_activities"/> + </record> + + <!-- '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,activity</field> + <field name="domain">[('type','=','opportunity')]</field> + <field name="context">{ + 'default_type': 'opportunity', + } + </field> + <field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/> + </record> + + <record id="crm_lead_opportunities_view_kanban" model="ir.actions.act_window.view"> + <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 id="crm_lead_opportunities_view_tree" model="ir.actions.act_window.view"> + <field name="sequence" eval="1"/> + <field name="view_mode">tree</field> + <field name="view_id" ref="crm.crm_case_tree_view_oppor"/> + <field name="act_window_id" ref="crm_lead_opportunities"/> + </record> + + <record id="crm_lead_opportunities_view_graph" model="ir.actions.act_window.view"> + <field name="sequence" eval="3"/> + <field name="view_mode">graph</field> + <field name="view_id" ref="crm_lead_view_graph"/> + <field name="act_window_id" ref="crm_lead_opportunities"/> + </record> + + <record id="crm_lead_opportunities_view_pivot" model="ir.actions.act_window.view"> + <field name="sequence" eval="4"/> + <field name="view_mode">pivot</field> + <field name="view_id" ref="crm_lead_view_pivot"/> + <field name="act_window_id" ref="crm_lead_opportunities"/> + </record> + + <record id="crm_lead_opportunities_view_calendar" model="ir.actions.act_window.view"> + <field name="sequence" eval="5"/> + <field name="view_mode">calendar</field> + <field name="view_id" ref="crm_case_calendar_view_leads"/> + <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="groups_id" eval="[(4, ref('base.group_user'))]"/> + <field name="code">action = model.action_your_pipeline()</field> + </record> + + <record model="ir.actions.act_window" id="crm_lead_action_pipeline"> + <field name="name">Pipeline</field> + <field name="res_model">crm.lead</field> + <field name="view_mode">kanban,tree,graph,pivot,form,calendar,activity</field> + <field name="domain">[('type','=','opportunity')]</field> + <field name="context">{ + 'default_type': 'opportunity', + 'search_default_assigned_to_me': 1 + }</field> + <field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/> + </record> + + <record id="crm_lead_action_pipeline_view_kanban" model="ir.actions.act_window.view"> + <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_action_pipeline"/> + </record> + + <record id="crm_lead_action_pipeline_view_tree" model="ir.actions.act_window.view"> + <field name="sequence" eval="1"/> + <field name="view_mode">tree</field> + <field name="view_id" ref="crm.crm_case_tree_view_oppor"/> + <field name="act_window_id" ref="crm_lead_action_pipeline"/> + </record> + + <record id="crm_lead_action_pipeline_view_calendar" model="ir.actions.act_window.view"> + <field name="sequence" eval="2"/> + <field name="view_mode">calendar</field> + <field name="view_id" ref="crm_case_calendar_view_leads"/> + <field name="act_window_id" ref="crm_lead_action_pipeline"/> + </record> + + <record id="crm_lead_action_pipeline_view_pivot" model="ir.actions.act_window.view"> + <field name="sequence" eval="3"/> + <field name="view_mode">pivot</field> + <field name="view_id" ref="crm_lead_view_pivot"/> + <field name="act_window_id" ref="crm_lead_action_pipeline"/> + </record> + + <record id="crm_lead_action_pipeline_view_graph" model="ir.actions.act_window.view"> + <field name="sequence" eval="5"/> + <field name="view_mode">graph</field> + <field name="view_id" ref="crm_lead_view_graph"/> + <field name="act_window_id" ref="crm_lead_action_pipeline"/> + </record> + + <record id="menu_crm_opportunities" model="ir.ui.menu"> + <field name="action" ref="crm.action_your_pipeline"/> + </record> + <record id="crm_menu_root" model="ir.ui.menu"> + <field name="action" ref="crm.action_your_pipeline"/> + </record> + <record id="crm_lead_menu_my_activities" model="ir.ui.menu"> + <field name="action" ref="crm.crm_lead_action_my_activities"/> + </record> +</odoo> |