Denis Ledoux
94920b43c9
While this is important to read the replies you get in the threads you follow, `Unread messages` is more accurate to describe what these filters displays. opw-666739
717 lines
42 KiB
XML
717 lines
42 KiB
XML
<?xml version="1.0"?>
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<openerp>
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<data>
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<!--
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CRM CASE STAGE
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-->
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<!-- Stage Search view -->
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<record id="crm_lead_stage_search" model="ir.ui.view">
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<field name="name">Stage - Search</field>
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<field name="model">crm.stage</field>
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<field name="arch" type="xml">
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<search string="Stage Search">
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<field name="name"/>
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<field name="type"/>
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<field name="sequence"/>
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<field name="probability"/>
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</search>
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</field>
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</record>
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<!-- Stage Form view -->
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<record id="crm_lead_stage_act" model="ir.actions.act_window">
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<field name="name">Stages</field>
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<field name="res_model">crm.stage</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm.crm_stage_tree"/>
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<field name="help" type="html">
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<p class="oe_view_nocontent_create">
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Click to set a new stage in your lead/opportunity pipeline.
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</p><p>
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Stages will allow salespersons to easily track how a specific
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lead or opportunity is positioned in the sales cycle.
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</p>
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</field>
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</record>
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<menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" name="Stages" sequence="0" parent="base.menu_crm_config_lead" groups="base.group_no_one"/>
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<!--
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LEADS/OPPORTUNITIES CATEGORIES
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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"/>
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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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<field name="color"/>
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</tree>
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</field>
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</record>
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<record id="crm_lead_tag_action" model="ir.actions.act_window">
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<field name="name">Lead Tags</field>
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<field name="res_model">crm.lead.tag</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm_lead_tag_tree"/>
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<field name="help" type="html">
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<p class="oe_view_nocontent_create">
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Click to define a new sales tag.
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</p><p>
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Create specific tags that fit your company's activities
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to better classify and analyse your leads and opportunities.
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Such categories could for instance reflect your product
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structure or the different types of sales you do.
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</p>
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</field>
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</record>
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<menuitem action="crm_lead_tag_action"
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id="menu_crm_lead_categ" name="Lead Tags"
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parent="base.menu_crm_config_lead" sequence="1" groups="base.group_no_one"/>
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<!--
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LEADS
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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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<!-- CRM Lead Form View -->
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<record model="ir.ui.view" id="crm_case_form_view_leads">
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<field name="name">CRM - Leads Form</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"/>
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<button name="action_set_lost" string="Mark Lost"
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type="object" class="oe_highlight"
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attrs="{'invisible': [('active', '=', False)]}"/>
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<field name="stage_id" widget="statusbar" clickable="True"
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domain="['&', ('team_ids', '=', team_id), '|', ('type', '=', type), ('type', '=', 'both')]"
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options="{'fold_field': 'fold'}"
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on_change="onchange_stage_id(stage_id)"/>
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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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attrs="{'invisible': [('active', '=', True), ('probability', '<', 100)]}">
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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-danger pull-right" attrs="{'invisible': ['|', ('probability', '>', 0), ('active', '=', True)]}">Lost</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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on_change="on_change_partner_id(partner_id)"
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options='{"create_name_field": "name"}'
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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_fax': fax, 'default_email': email_from, 'default_user_id': user_id, 'default_team_id': team_id}" 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}' on_change="onchange_state(state_id)"/>
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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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</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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<field name="fax"/>
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</group>
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<group>
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<field name="user_id" on_change="on_change_user(user_id, context)"
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context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'base.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="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"/>
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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="Opportunity" name="misc">
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<field name="probability" groups="base.group_no_one"/>
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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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</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="message_ids" widget="mail_thread"/>
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</div>
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</form>
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</field>
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</record>
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<!-- CRM Lead Pivot View -->
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<record model="ir.ui.view" id="crm_case_pivot_view_leads">
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<field name="name">Opportunities</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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<!-- CRM Lead Graph View -->
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<record model="ir.ui.view" id="crm_case_graph_view_leads">
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<field name="name">Opportunities</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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<!-- CRM Lead Tree View -->
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<record model="ir.ui.view" id="crm_case_tree_view_leads">
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<field name="name">Leads</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="country_id"/>
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<field name="email_from"/>
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<field name="phone"/>
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<field name="stage_id"/>
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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="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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<!-- CRM Lead Calendar View -->
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<record model="ir.ui.view" id="crm_case_calendar_view_leads">
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<field name="name">CRM - Leads Calendar</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"
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date_start="date_action" 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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<!-- CRM Lead Kanban View -->
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<record model="ir.ui.view" id="crm_case_kanban_view_leads">
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<field name="name">CRM - Leads Kanban</field>
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<field name="model">crm.lead</field>
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<field name="arch" type="xml">
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<kanban default_group_by="stage_id" class="o_kanban_small_column">
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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="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="tag_ids"/>
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<field name="partner_id"/>
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<field name="active"/>
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<field name="company_currency"/>
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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-bars fa-lg"/>
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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">Unarchive</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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<field name="tag_ids"/>
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</div>
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<div>
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<strong><field name="name"/></strong>
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</div>
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<div class="text-muted">
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<t t-if="record.planned_revenue.raw_value"><field name="planned_revenue" widget="monetary" options="{'currency_field': 'company_currency'}"/></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="text-muted">
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<t t-if="record.date_deadline.raw_value and record.date_deadline.raw_value lt (new Date())" t-set="red">oe_kanban_text_red</t>
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<span t-attf-class="#{red || ''}">
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<field name="date_action"/>
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<t t-if="record.date_action.raw_value"> : </t>
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<field name="next_activity_id"/>
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</span>
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</div>
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<div class="o_kanban_footer">
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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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<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 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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<!-- CRM Lead Search View -->
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<record id="view_crm_case_leads_filter" model="ir.ui.view">
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<field name="name">CRM - Leads Search</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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<group expand="0" string="Group By">
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<filter string="Salesperson" name="groupby_salesperson" domain="[]" context="{'group_by':'user_id'}"/>
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<filter string="Sales Team" name="groupby_team" domain="[]" context="{'group_by':'team_id'}"/>
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<filter string="Stage" name="groupby_stage" domain="[]" context="{'group_by':'stage_id'}"/>
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<filter name="customer" string="Customer" help="Partner" domain="[]" context="{'group_by':'partner_id'}"/>
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<filter string="Campaign" name="groupby_campaign" domain="[]" context="{'group_by':'campaign_id'}"/>
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<filter string="Source" name="groupby_source" domain="[]" context="{'group_by':'source_id'}"/>
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<filter string="Medium" name="groupby_channel" domain="[]" context="{'group_by':'medium_id'}"/>
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<filter string="Creation Month" name="groupby_createmonth" domain="[]" context="{'group_by':'create_date'}"/>
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</group>
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</search>
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</field>
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</record>
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<!--
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OPPORTUNITY
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-->
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<!-- Opportunities Form View -->
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<record model="ir.ui.view" id="crm_case_form_view_oppor">
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<field name="name">Opportunities</field>
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<field name="model">crm.lead</field>
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<field name="priority">20</field>
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<field name="arch" type="xml">
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<form string="Opportunities">
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<header>
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<button name="action_set_won" string="Mark Won"
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type="object" class="oe_highlight o_wow"
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attrs="{'invisible': ['|', ('active','=',False), ('probability', '=', 100)]}"/>
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<button name="%(crm.crm_lead_lost_action)d" string="Mark Lost"
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type="action" class="oe_highlight"
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context="{'default_lead_id': active_id}"
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attrs="{'invisible': [('active', '=', False)]}"/>
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<field name="stage_id" widget="statusbar" clickable="True"
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options="{'fold_field': 'fold'}"
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domain="['&', ('team_ids', '=', team_id), '|', ('type', '=', type), ('type', '=', 'both')]"
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attrs="{'invisible': [('active', '=', False)]}"/>
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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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|
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"
|
|
context="{'default_name': partner_name, 'default_email': email_from, 'default_phone': phone}"/>
|
|
<field name="email_from" string="Email" widget="email"/>
|
|
<field name="phone" widget="phone"/>
|
|
</group>
|
|
|
|
<group>
|
|
<field name="last_activity_id" invisible="1"/>
|
|
<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 attrs="{'invisible': ['|', ('last_activity_id', '=', False), ('next_activity_id', '!=', False)]}">
|
|
<button name="log_next_activity_1" type="object" class="btn-link" attrs="{'invisible': [('next_activity_1','=',False)]}">
|
|
<field name="next_activity_1" readonly="1"/>
|
|
</button>
|
|
<span attrs="{'invisible': [('next_activity_2','=',False)]}">|</span>
|
|
<button name="log_next_activity_2" type="object" class="btn-link" attrs="{'invisible': [('next_activity_2','=',False)]}">
|
|
<field name="next_activity_2" readonly="1"/>
|
|
</button>
|
|
<span attrs="{'invisible': [('next_activity_3','=',False)]}">|</span>
|
|
<button name="log_next_activity_3" type="object" class="btn-link" attrs="{'invisible': [('next_activity_3','=',False)]}">
|
|
<field name="next_activity_3" readonly="1"/>
|
|
</button>
|
|
</div>
|
|
</div>
|
|
<div class="o_row">
|
|
<field name="title_action" placeholder="e.g. Discuss proposal"
|
|
attrs="{'invisible': [('next_activity_id', '=', False)]}"/>
|
|
<div attrs="{'invisible': [('next_activity_id', '=', False)]}">
|
|
<button name="log_next_activity_done" string="Done" type="object" class="btn-link"/>
|
|
<button name="cancel_next_activity" string="Cancel" type="object" class="btn-link"/>
|
|
</div>
|
|
</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', 'base.group_sale_salesman_all_leads'], 'team_id': team_id}"/>
|
|
<field name="team_id" widget="selection"/>
|
|
</group>
|
|
<group>
|
|
<field name="priority" widget="priority"/>
|
|
<field name="tag_ids" widget="many2many_tags"/>
|
|
<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)]"/>
|
|
<filter string="Lost" name="lost"
|
|
domain="['&', ('probability', '=', 0), ('active', '=', False)]"/>
|
|
<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'))]"/>
|
|
<separator/>
|
|
<filter string="Follow-up" name="follow_up"
|
|
domain="[('date_action', '<=', context_today().strftime('%Y-%m-%d') )]"
|
|
help="Show all opportunities for which the next action date is today or before"/>
|
|
<separator/>
|
|
<filter string="Unread Messages" name="message_needaction" domain="[('message_needaction','=',True)]"/>
|
|
<filter string="Archived" 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" 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="base.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>
|