Yannick Tivisse
9e57185449
Purpose: Having the res_group defined in base and sales_team auto installed with mail doens't make sense. - Move the empty res_config class and the related view from base_setup to sales_team (base_setup only contains the 'General Settings' model and views - Move the 'sale' related content from product to sale module (Access rights, menuitems,...) - Set sales_team at autoinstall False. The module is installed when needed by crm or sale for example - Set sales_team as a dependency of voip. (Access rights defined for configuration purpose) - Set sales_team ad a dependency of subscription (Access rights issue too) [FIX] account: move some ir.model.access to sale module [FIX] payment: Move some ir.rule to website_sale [FIX] stock: move some ir.model.access rule to sale_stock [FIX] project: Move some ir.model.access rules to crm_project_issue [FIX] mrp: Move some ir.model.access rules to sale_mrp [FIX] calendar: move some ir.model.access rules to crm Rename xmlids accordingly. Example: 'base.group_sale_manager' becomes sales_team.group_sale_manager. [ADD] sales_team: See own documents => See only his sales team Moved the "User: Own Leads Only", "User: All Leads" and "Manager" groups from sale and crm into sales_team module. Add the record rules so that user can see only his Own Sales Team if "See Own Leads" is sales right and can see all sales teams if he is having sales rights of "See All Leads" or manager.
660 lines
39 KiB
XML
660 lines
39 KiB
XML
<?xml version="1.0"?>
|
|
<openerp>
|
|
<data>
|
|
<!--
|
|
LEADS/OPPORTUNITIES CATEGORIES
|
|
-->
|
|
|
|
<record id="crm_lead_tag_form" model="ir.ui.view">
|
|
<field name="name">crm.lead.tag.form</field>
|
|
<field name="model">crm.lead.tag</field>
|
|
<field name="arch" type="xml">
|
|
<form string="Lead Tags">
|
|
<group>
|
|
<field name="name"/>
|
|
<field name="color" groups="base.group_no_one"/>
|
|
</group>
|
|
</form>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="crm_lead_tag_tree" model="ir.ui.view">
|
|
<field name="name">crm.lead.tag.tree</field>
|
|
<field name="model">crm.lead.tag</field>
|
|
<field name="arch" type="xml">
|
|
<tree string="Lead Tags">
|
|
<field name="name"/>
|
|
</tree>
|
|
</field>
|
|
</record>
|
|
|
|
<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 action="crm_lead_tag_action"
|
|
id="menu_crm_lead_categ" name="Lead Tags"
|
|
parent="base.menu_crm_config_lead" sequence="1" groups="base.group_no_one"/>
|
|
|
|
<!--
|
|
LEADS
|
|
-->
|
|
<act_window
|
|
id="act_crm_opportunity_calendar_event_new"
|
|
name="Meetings"
|
|
res_model="calendar.event"
|
|
view_mode="tree,form,calendar"
|
|
context="{'default_duration': 4.0, 'default_opportunity_id': active_id}"
|
|
view_type="form"/>
|
|
|
|
|
|
<!-- CRM Lead Form View -->
|
|
<record model="ir.ui.view" id="crm_case_form_view_leads">
|
|
<field name="name">CRM - Leads Form</field>
|
|
<field name="model">crm.lead</field>
|
|
<field name="arch" type="xml">
|
|
<form string="Leads Form">
|
|
<header>
|
|
<button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
|
|
help="Convert to Opportunity" class="oe_highlight"/>
|
|
</header>
|
|
<sheet>
|
|
<div class="oe_button_box" name="button_box">
|
|
<button name="toggle_active" type="object" class="oe_stat_button" icon="fa-archive">
|
|
<field name="active" widget="boolean_button" options='{"terminology": "archive"}'/>
|
|
</button>
|
|
</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" string="Lead"/>
|
|
<h1><field name="name" placeholder="Describe the lead..."/></h1>
|
|
</div>
|
|
<group>
|
|
<group>
|
|
<!-- Preload all the partner's information -->
|
|
<field name="partner_id" string="Customer"
|
|
on_change="on_change_partner_id(partner_id)"
|
|
options='{"create_name_field": "name"}'
|
|
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_fax': fax, 'default_email': email_from, 'default_user_id': user_id, 'default_team_id': team_id}" groups="base.group_no_one"/>
|
|
<field name="partner_name" string="Company 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}' on_change="onchange_state(state_id)"/>
|
|
<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>
|
|
</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="email_from" widget="email"/>
|
|
<field name="function"/>
|
|
<field name="phone" widget="phone"/>
|
|
<field name="mobile"/>
|
|
<field name="fax"/>
|
|
</group>
|
|
<group>
|
|
<field name="user_id" on_change="on_change_user(user_id, context)" domain="[('share', '=', False)]"
|
|
context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'sales_team.group_sale_salesman_all_leads'], 'team_id': team_id}"/>
|
|
<field name="team_id" widget="selection" domain="[('use_leads','=',True)]"/>
|
|
<field name="type" invisible="1"/>
|
|
</group>
|
|
<group>
|
|
<field name="priority" widget="priority"/>
|
|
<field name="tag_ids" widget="many2many_tags" options="{'no_create_edit': True}"/>
|
|
</group>
|
|
</group>
|
|
<notebook>
|
|
<page string="Internal Notes">
|
|
<field name="description"/>
|
|
</page>
|
|
<page name="extra" string="Extra Info">
|
|
<group>
|
|
<group string="Email">
|
|
<field name="opt_out"/>
|
|
<field name="message_bounce" readonly="1" groups="base.group_no_one"/>
|
|
</group>
|
|
<group string="Tracking" groups="base.group_multi_company,base.group_no_one" 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" groups="base.group_no_one">
|
|
<field name="date_open"/>
|
|
<field name="date_closed"/>
|
|
<field name="probability"/>
|
|
</group>
|
|
</group>
|
|
</page>
|
|
</notebook>
|
|
</sheet>
|
|
<div class="oe_chatter">
|
|
<field name="message_follower_ids" widget="mail_followers"/>
|
|
<field name="message_ids" widget="mail_thread"/>
|
|
</div>
|
|
</form>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- CRM Lead Pivot View -->
|
|
<record model="ir.ui.view" id="crm_case_pivot_view_leads">
|
|
<field name="name">Opportunities</field>
|
|
<field name="model">crm.lead</field>
|
|
<field name="arch" type="xml">
|
|
<pivot string="Opportunities" display_quantity="true">
|
|
<field name="stage_id" type="row"/>
|
|
<field name="planned_revenue" type="measure"/>
|
|
</pivot>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- CRM Lead Graph View -->
|
|
<record model="ir.ui.view" id="crm_case_graph_view_leads">
|
|
<field name="name">Opportunities</field>
|
|
<field name="model">crm.lead</field>
|
|
<field name="arch" type="xml">
|
|
<graph string="Opportunities" type="bar">
|
|
<field name="stage_id" type="row"/>
|
|
<field name="planned_revenue" type="measure"/>
|
|
</graph>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- CRM Lead Tree View -->
|
|
<record model="ir.ui.view" id="crm_case_tree_view_leads">
|
|
<field name="name">Leads</field>
|
|
<field name="model">crm.lead</field>
|
|
<field name="arch" type="xml">
|
|
<tree string="Leads" decoration-bf="message_needaction==True" decoration-muted="probability == 100">
|
|
<field name="date_deadline" invisible="1"/>
|
|
<field name="create_date"/>
|
|
<field name="name" string="Lead"/>
|
|
<field name="contact_name"/>
|
|
<field name="city"/>
|
|
<field name="country_id"/>
|
|
<field name="email_from"/>
|
|
<field name="phone"/>
|
|
<field name="stage_id"/>
|
|
<field name="user_id" invisible="1"/>
|
|
<field name="partner_id" invisible="1"/>
|
|
<field name="team_id"/>
|
|
<field name="active" invisible="1"/>
|
|
<field name="probability" invisible="1"/>
|
|
<field name="campaign_id" invisible="1"/>
|
|
<field name="referred" invisible="1"/>
|
|
<field name="medium_id" invisible="1"/>
|
|
<field name="message_needaction" invisible="1"/>
|
|
</tree>
|
|
</field>
|
|
</record>
|
|
|
|
|
|
<!-- CRM Lead Calendar View -->
|
|
<record model="ir.ui.view" id="crm_case_calendar_view_leads">
|
|
<field name="name">CRM - Leads Calendar</field>
|
|
<field name="model">crm.lead</field>
|
|
<field name="priority" eval="2"/>
|
|
<field name="arch" type="xml">
|
|
<calendar string="Leads Generation"
|
|
date_start="date_action" color="user_id">
|
|
<field name="name"/>
|
|
<field name="partner_name"/>
|
|
</calendar>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- CRM Lead Kanban View -->
|
|
<record model="ir.ui.view" id="crm_case_kanban_view_leads">
|
|
<field name="name">CRM - Leads Kanban</field>
|
|
<field name="model">crm.lead</field>
|
|
<field name="arch" type="xml">
|
|
<kanban default_group_by="stage_id" class="o_kanban_small_column">
|
|
<field name="stage_id" options='{"group_by_tooltip": {"requirements": "Description", "legend_priority": "Use of stars"}}'/>
|
|
<field name="color"/>
|
|
<field name="priority"/>
|
|
<field name="planned_revenue"/>
|
|
<field name="kanban_state"/>
|
|
<field name="date_action"/>
|
|
<field name="user_email"/>
|
|
<field name="user_id"/>
|
|
<field name="partner_address_email"/>
|
|
<field name="message_needaction_counter"/>
|
|
<field name="tag_ids"/>
|
|
<field name="partner_id"/>
|
|
<field name="title_action"/>
|
|
<field name="active"/>
|
|
<field name="company_currency"/>
|
|
<templates>
|
|
<field name="date_deadline"/>
|
|
<t t-name="kanban-box">
|
|
<div t-attf-class="#{kanban_color(record.color.raw_value)} oe_kanban_global_click">
|
|
<div class="o_dropdown_kanban dropdown">
|
|
|
|
<a class="dropdown-toggle btn" data-toggle="dropdown" href="#" >
|
|
<span class="fa fa-bars fa-lg"/>
|
|
</a>
|
|
<ul class="dropdown-menu" role="menu" aria-labelledby="dLabel">
|
|
<t t-if="widget.editable"><li><a type="edit">Edit</a></li></t>
|
|
<t t-if="widget.deletable"><li><a type="delete">Delete</a></li></t>
|
|
<li t-if="! record.active.value"><a name="action_set_active" type="object">Unarchive</a></li>
|
|
<li t-if="record.active.value"><a name="action_set_unactive" type="object">Archive</a></li>
|
|
<li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
|
|
</ul>
|
|
</div>
|
|
<div class="oe_kanban_content">
|
|
<div>
|
|
<field name="tag_ids"/>
|
|
</div>
|
|
<div>
|
|
<strong><field name="name"/></strong>
|
|
</div>
|
|
<div class="text-muted">
|
|
<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>
|
|
</div>
|
|
|
|
<div class="o_kanban_footer">
|
|
<field name="priority" widget="priority" groups="base.group_user"/>
|
|
<t t-if="record.message_needaction_counter.raw_value">
|
|
<span class='oe_kanban_mail_new' title='Unread Messages'><i class='fa fa-comments'/><t t-raw="record.message_needaction_counter.raw_value"/></span>
|
|
</t>
|
|
<div>
|
|
<a name="%(crm.crm_activity_log_action)d" type="action" t-if="record.kanban_state.raw_value!='red'">
|
|
<span
|
|
t-att-title="record.date_action.value + ': '+ record.title_action.value"
|
|
t-attf-class="oe_kanban_status oe_kanban_status_#{record.kanban_state.raw_value}"/>
|
|
</a>
|
|
<a name="%(crm.crm_activity_schedule_action)d" type="action" t-if="record.kanban_state.raw_value=='red'">
|
|
<span
|
|
title="No 'next activity' scheduled, click to set one."
|
|
class="oe_kanban_status oe_kanban_status_red"/>
|
|
</a>
|
|
<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"/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
<div class="oe_clear"></div>
|
|
</div>
|
|
</t>
|
|
</templates>
|
|
</kanban>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- CRM Lead Search View -->
|
|
<record id="view_crm_case_leads_filter" model="ir.ui.view">
|
|
<field name="name">CRM - Leads Search</field>
|
|
<field name="model">crm.lead</field>
|
|
<field name="arch" type="xml">
|
|
<search string="Search Leads">
|
|
<field name="name" string="Lead / Customer" 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="team_id"/>
|
|
<field name="user_id"/>
|
|
<field name="partner_id" operator="child_of" string="Customer"/>
|
|
<field name="create_date"/>
|
|
<field name="country_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"
|
|
domain="[('user_id','=', False)]"
|
|
help="No salesperson"/>
|
|
<separator />
|
|
<filter string="Unread Messages" name="message_needaction" domain="[('message_needaction','=',True)]"/>
|
|
<filter string="Archived" name="archived" domain="[('active', '=', False)]"/>
|
|
<separator />
|
|
<filter string="Exclude Opt Out"
|
|
name='not_opt_out' domain="[('opt_out', '=', False)]"
|
|
help="Leads that did not ask not to be included in mass mailing campaigns"/>
|
|
<group expand="0" string="Group By">
|
|
<filter string="Salesperson" name="groupby_salesperson" domain="[]" context="{'group_by':'user_id'}"/>
|
|
<filter string="Sales Team" name="groupby_team" domain="[]" context="{'group_by':'team_id'}"/>
|
|
<filter string="Stage" name="groupby_stage" domain="[]" context="{'group_by':'stage_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>
|
|
|
|
|
|
<!-- Opportunities Form View -->
|
|
<record model="ir.ui.view" id="crm_case_form_view_oppor">
|
|
<field name="name">Opportunities</field>
|
|
<field name="model">crm.lead</field>
|
|
<field name="priority">20</field>
|
|
<field name="arch" type="xml">
|
|
<form string="Opportunities">
|
|
<header>
|
|
<button name="action_set_won" string="Mark Won"
|
|
type="object" class="oe_highlight o_wow"
|
|
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)]}"/>
|
|
<button name="%(crm.crm_activity_log_action)d" string="Log Activity" type="action" class="btn-link"
|
|
attrs="{'invisible': [('active', '=', False)]}"/>
|
|
<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 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>
|
|
<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>
|
|
</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"
|
|
on_change="on_change_partner_id(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_fax': fax, 'default_email': email_from,
|
|
'default_user_id': user_id, 'default_team_id': team_id}"/>
|
|
<field name="email_from" string="Email" widget="email"/>
|
|
<field name="phone" widget="phone"/>
|
|
</group>
|
|
|
|
<group>
|
|
<label for="next_activity_id"/>
|
|
<div>
|
|
<div class="o_row mr16">
|
|
<field name="next_activity_id"
|
|
options="{'no_create': True, 'no_open': True}"
|
|
domain="['|',('team_id','=',False),('team_id','=',team_id)]"
|
|
on_change="onchange_next_activity_id(next_activity_id)"/>
|
|
<span class="oe_form_field"
|
|
attrs="{'invisible': ['|', ('next_activity_id', '=', False), ('date_action', '=', False)]}"> on </span>
|
|
<field name="date_action" attrs="{'invisible': [('next_activity_id', '=', False)]}" placeholder="Choose a date..."/>
|
|
</div>
|
|
<div>
|
|
<field name="title_action" placeholder="e.g. Discuss proposal"
|
|
attrs="{'invisible': [('next_activity_id', '=', False)]}"/>
|
|
</div>
|
|
</div>
|
|
<field name="date_deadline"/>
|
|
</group>
|
|
|
|
<group>
|
|
<field name="user_id" on_change="on_change_user(user_id, context)" 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"/>
|
|
</group>
|
|
<group>
|
|
<field name="priority" widget="priority"/>
|
|
<field name="tag_ids" widget="many2many_tags" options="{'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}' on_change="onchange_state(state_id)"/>
|
|
<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>
|
|
</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="fax"/>
|
|
<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="message_ids" widget="mail_thread"/>
|
|
</div>
|
|
</form>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- Opportunities Tree View -->
|
|
<record model="ir.ui.view" id="crm_case_tree_view_oppor">
|
|
<field name="name">Opportunities Tree</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="date_action and (date_action < 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="date_action"/>
|
|
<field name="title_action"/>
|
|
<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>
|
|
|
|
<!-- Opportunities Search View -->
|
|
<record id="view_crm_case_opportunities_filter" model="ir.ui.view">
|
|
<field name="name">CRM - Opportunities Search</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="next_activity_id"/>
|
|
<field name="title_action"/>
|
|
<field name="probability"/>
|
|
<field name="lost_reason"/>
|
|
<separator/>
|
|
<filter string="Won" name="won"
|
|
domain="['&', ('stage_id.probability', '=', 100), ('stage_id.fold', '=', True)]"/>
|
|
<separator/>
|
|
<filter string="My Opportunities" 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="Today Activities" name="today"
|
|
domain="[('date_action', '=', context_today().strftime('%Y-%m-%d'))]"/>
|
|
<filter string="This Week Activities" name="this_week"
|
|
domain="['&', ('date_action', '>=', context_today().strftime('%Y-%m-%d')),
|
|
('date_action', '<=', (context_today()+datetime.timedelta(days=7)).strftime('%Y-%m-%d'))
|
|
]"/>
|
|
<filter string="Overdue Activities" name="overdue"
|
|
domain="[('date_action', '<', context_today().strftime('%Y-%m-%d'))]"
|
|
help="Show all opportunities for which the next action date is before today"/>
|
|
<separator/>
|
|
<filter string="Unread Messages" name="message_needaction" domain="[('message_needaction','=',True)]"/>
|
|
<filter string="Lost" domain="[('active', '=', False)]"/>
|
|
<group expand="0" string="Group By" colspan="16">
|
|
<filter string="Salesperson" context="{'group_by':'user_id'}"/>
|
|
<filter string="Sales Team" 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 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>
|
|
|
|
<record id="crm_lead_view_tree_activity" model="ir.ui.view">
|
|
<field name="name">crm.lead.next.activity.tree</field>
|
|
<field name="model">crm.lead</field>
|
|
<field name="arch" type="xml">
|
|
<tree string="Next Activity" decoration-danger="date_action and (date_action < current_date)" default_order="date_action">
|
|
<field name="name"/>
|
|
<field name="partner_id"/>
|
|
<field name="date_action"/>
|
|
<field name="next_activity_id"/>
|
|
<field name="title_action"/>
|
|
<field name="stage_id"/>
|
|
<field name="planned_revenue"/>
|
|
<field name="date_deadline"/>
|
|
</tree>
|
|
</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>
|
|
|
|
<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="state">code</field>
|
|
<field name="code">
|
|
if context.get('active_model') == 'crm.lead' and context.get('active_ids'):
|
|
self.case_mark_lost(cr, uid, context['active_ids'], context=context)
|
|
</field>
|
|
</record>
|
|
|
|
<record id="ir_mark_as_lost" model="ir.values">
|
|
<field eval="'client_action_multi'" name="key2"/>
|
|
<field eval="'crm.lead'" name="model"/>
|
|
<field name="name">Mark as lost</field>
|
|
<field eval="'ir.actions.server,%d'%action_mark_as_lost" name="value"/>
|
|
</record>
|
|
|
|
</data>
|
|
</openerp>
|