From 3751379f1e9a4c215fb6eb898b4ccc67659b9ace Mon Sep 17 00:00:00 2001 From: stephanchrst Date: Tue, 10 May 2022 21:51:50 +0700 Subject: initial commit 2 --- addons/crm/views/assets.xml | 22 + addons/crm/views/calendar_views.xml | 15 + addons/crm/views/crm_lead_views.xml | 1060 ++++++++++++++++++++++++ addons/crm/views/crm_lost_reason_views.xml | 75 ++ addons/crm/views/crm_menu_views.xml | 140 ++++ addons/crm/views/crm_recurring_plan_views.xml | 41 + addons/crm/views/crm_stage_views.xml | 79 ++ addons/crm/views/crm_team_views.xml | 276 ++++++ addons/crm/views/digest_views.xml | 16 + addons/crm/views/mail_activity_views.xml | 7 + addons/crm/views/res_config_settings_views.xml | 177 ++++ addons/crm/views/res_partner_views.xml | 52 ++ addons/crm/views/utm_campaign_views.xml | 43 + 13 files changed, 2003 insertions(+) create mode 100644 addons/crm/views/assets.xml create mode 100644 addons/crm/views/calendar_views.xml create mode 100644 addons/crm/views/crm_lead_views.xml create mode 100644 addons/crm/views/crm_lost_reason_views.xml create mode 100644 addons/crm/views/crm_menu_views.xml create mode 100644 addons/crm/views/crm_recurring_plan_views.xml create mode 100644 addons/crm/views/crm_stage_views.xml create mode 100644 addons/crm/views/crm_team_views.xml create mode 100644 addons/crm/views/digest_views.xml create mode 100644 addons/crm/views/mail_activity_views.xml create mode 100644 addons/crm/views/res_config_settings_views.xml create mode 100644 addons/crm/views/res_partner_views.xml create mode 100644 addons/crm/views/utm_campaign_views.xml (limited to 'addons/crm/views') diff --git a/addons/crm/views/assets.xml b/addons/crm/views/assets.xml new file mode 100644 index 00000000..1ffed45b --- /dev/null +++ b/addons/crm/views/assets.xml @@ -0,0 +1,22 @@ + + + + + + diff --git a/addons/crm/views/calendar_views.xml b/addons/crm/views/calendar_views.xml new file mode 100644 index 00000000..8267a605 --- /dev/null +++ b/addons/crm/views/calendar_views.xml @@ -0,0 +1,15 @@ + + + + + calendar.event.form.inherit + calendar.event + + + + + + + + + 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 @@ + + + + crm.lead.form + crm.lead + +
+
+
+ + + +
+ +
+ + +
+
+ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + +
+
+ + + +
+
+
+
+ + + + Meetings + calendar.event + tree,form,calendar + {'default_duration': 4.0, 'default_opportunity_id': active_id} + + + + crm.lead.tree.lead + crm.lead + 10 + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + crm.lead.kanban + crm.lead + + + + + + + + + + + + + +
+
+ +
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+ +
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+ +
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+ +
+ +
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+ +
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+ + + crm.lead.calendar.lead + crm.lead + + + + + + + + + + + + crm.lead.form.quick_create + crm.lead + 1000 + +
+ + + + + + +
+
+
+ + + crm.lead.view.activity + crm.lead + + + + + +
+ +
+ + +
+
+
+
+
+
+ + + crm.lead.kanban.lead + crm.lead + + + + + + + + + + + + + + + + + + + + +
+ +
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+ +
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+ + + + + + + + + +
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+ +
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+ +
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+ +
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+ + + + + + + + crm.lead.search.lead + crm.lead + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + Send email + mail.compose.message + form + new + + + form + + + + Send email + mail.compose.message + form + new + + + list + + + + + + + + + + + crm.lead.tree.opportunity + crm.lead + 1 + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + crm.lead.list.activities + crm.lead + primary + 20 + + + + activity_date_deadline_my + + +
+
+
+ + hide + + + hide + + + +
+ +
+
+
+

+ +

+ +
+ + +
+
+ + + crm.lost.reason.tree + crm.lost.reason + + + + + + + + + + Lost Reasons + crm.lost.reason + tree,form + +

+ Define a new lost reason +

+ Use lost reasons to explain why an opportunity is lost. +

+ Some examples of lost reasons: "We don't have people/skill", "Price too high" +

+
+
+ + + + +
diff --git a/addons/crm/views/crm_menu_views.xml b/addons/crm/views/crm_menu_views.xml new file mode 100644 index 00000000..9db695e5 --- /dev/null +++ b/addons/crm/views/crm_menu_views.xml @@ -0,0 +1,140 @@ + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + + diff --git a/addons/crm/views/crm_recurring_plan_views.xml b/addons/crm/views/crm_recurring_plan_views.xml new file mode 100644 index 00000000..a1492f1c --- /dev/null +++ b/addons/crm/views/crm_recurring_plan_views.xml @@ -0,0 +1,41 @@ + + + + + crm.recurring.plan.view.tree + crm.recurring.plan + + + + + + + + + + + crm.recurring.plan.view.search + crm.recurring.plan + + + + + + + + + + Recurring Plans + crm.recurring.plan + tree + +

+ Create a Recurring Plan +

+

+ Set Recurring Plans on Opportunities to display the contracts' renewal periodicity
(e.g: Monthly, Yearly). +

+
+
+ +
diff --git a/addons/crm/views/crm_stage_views.xml b/addons/crm/views/crm_stage_views.xml new file mode 100644 index 00000000..b23f5908 --- /dev/null +++ b/addons/crm/views/crm_stage_views.xml @@ -0,0 +1,79 @@ + + + + + Stage - Search + crm.stage + + + + + + + + + + + + + crm.stage.tree + crm.stage + + + + + + + + + + + + crm.stage.form + crm.stage + + +
+ +
+
+
+

+ +

+
+ + + + + + + + + + +
+
+
+
+ + + Stages + crm.stage + + +

+ Set a new stage in your opportunity pipeline +

+ Stages allow salespersons to easily track how a specific opportunity + is positioned in the sales cycle. +

+
+
+ + + + + +
diff --git a/addons/crm/views/crm_team_views.xml b/addons/crm/views/crm_team_views.xml new file mode 100644 index 00000000..7eb900bc --- /dev/null +++ b/addons/crm/views/crm_team_views.xml @@ -0,0 +1,276 @@ + + + + + + Leads + crm.lead + tree,kanban,form + ['|', ('type','=','lead'), ('type','=',False)] + + + { + 'search_default_team_id': [active_id], + 'default_team_id': active_id, + 'default_type': 'lead', + } + + +

+ Create a new lead +

+ 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. +

+
+
+ + + + Opportunities + crm.lead + kanban,tree,graph,form,calendar,pivot + [('type','=','opportunity')] + + + { + 'search_default_team_id': [active_id], + 'default_team_id': active_id, + 'default_type': 'opportunity', + 'default_user_id': uid, + } + + +

+ Create a new lead +

+ Odoo helps you keep track of your sales pipeline to follow + up potential sales and better forecast your future revenues. +

+ 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. +

+
+
+ + + Overdue Opportunities + crm.lead + kanban,tree,graph,form,calendar,pivot + [('type','=','opportunity')] + + + { + 'search_default_team_id': [active_id], + 'search_default_overdue_opp': 1, + 'default_team_id': active_id, + 'default_type': 'opportunity', + 'default_user_id': uid, + } + + + + + Leads Analysis + crm.lead + {'search_default_team_id': [active_id], 'search_default_filter_create_date': 1}} + [] + graph,pivot,tree,form + + Leads Analysis allows you to check different CRM related information like the treatment delays or number of leads per state. You can sort out your leads analysis by different groups to get accurate grained analysis. + + + + Pipeline Analysis + crm.lead + graph,pivot,tree,form + + { + 'search_default_team_id': [active_id], + 'tree_view_ref': 'crm.crm_case_tree_view_oppor', + 'search_default_opportunity': True, + 'search_default_filter_create_date': 1} + [] + Opportunities Analysis gives you an instant access to your opportunities with information such as the expected revenue, planned cost, missed deadlines or the number of interactions per opportunity. This report is mainly used by the sales manager in order to do the periodic review with the channels of the sales pipeline. + + + + crm.team.form.inherit + crm.team + + 12 + + +
+ + + + + + +
+
+ + +
+
+ + + + + kanban + + + + + + + tree + + + + + + New Opportunity + crm.lead + ir.actions.act_window + form + + [('type','=','opportunity')] + { + 'search_default_team_id': [active_id], + 'default_team_id': active_id, + 'default_type': 'opportunity', + 'default_user_id': uid, + } + + + + + + [('use_opportunities', '=', True)] + + + + crm.team.kanban + crm.team + + + + + + + + + + + + +
+   +
+
+ + + + + + + + + + + + + + + + + + + + + +
+
+
+ +
diff --git a/addons/crm/views/digest_views.xml b/addons/crm/views/digest_views.xml new file mode 100644 index 00000000..262cfed5 --- /dev/null +++ b/addons/crm/views/digest_views.xml @@ -0,0 +1,16 @@ + + + + digest.digest.view.form.inherit.crm.lead + digest.digest + + + + + + + + + + + diff --git a/addons/crm/views/mail_activity_views.xml b/addons/crm/views/mail_activity_views.xml new file mode 100644 index 00000000..6b489ee8 --- /dev/null +++ b/addons/crm/views/mail_activity_views.xml @@ -0,0 +1,7 @@ + + + + ['|', ('res_model_id', '=', False), ('res_model_id.model', 'in', ['crm.lead', 'res.partner'])] + {'default_res_model': 'crm.lead'} + + diff --git a/addons/crm/views/res_config_settings_views.xml b/addons/crm/views/res_config_settings_views.xml new file mode 100644 index 00000000..85871c3f --- /dev/null +++ b/addons/crm/views/res_config_settings_views.xml @@ -0,0 +1,177 @@ + + + + + res.config.settings.view.form.inherit.crm + res.config.settings + + + + +
+

CRM

+
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+ +
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+ Predictive Lead Scoring +
+ The success rate is computed based on the stage, but you can add more fields in the statistical analysis. +
+
+ + +
+
+ Consider leads created as of the + + +
+
+
+ Use this button to update the probabilities of all leads. This can take up to several minutes depending on how many there are. +
+
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+
+

Lead Generation

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+ + + Settings + ir.actions.act_window + res.config.settings + + form + inline + {'module' : 'crm', 'bin_size': False} + + + + + + +
diff --git a/addons/crm/views/res_partner_views.xml b/addons/crm/views/res_partner_views.xml new file mode 100644 index 00000000..009f7d6f --- /dev/null +++ b/addons/crm/views/res_partner_views.xml @@ -0,0 +1,52 @@ + + + + + + res.partner.kanban.inherit + res.partner + + + + + + + + + + + + + + + + + + view.res.partner.form.crm.inherited1 + res.partner + + + + + +
+ + +
+
+
+
+ +
diff --git a/addons/crm/views/utm_campaign_views.xml b/addons/crm/views/utm_campaign_views.xml new file mode 100644 index 00000000..4bdec4a1 --- /dev/null +++ b/addons/crm/views/utm_campaign_views.xml @@ -0,0 +1,43 @@ + + + + utm.campaign.view.kanban + utm.campaign + + + + + + +
+ + +
+
+
+
+ + + utm.campaign.view.form + utm.campaign + + + + + + + +
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