Anjali
ecad945ef8
This commit adds few missing default values for some of the partner fields while we create partner on the fly with quick create kanban card of lead. Below are the fields that we added * name * is_company * company_name * phone * email Task ID-2409462 closes odoo/odoo#63622 X-original-commit: 5b3290b0869e3954ff1606ad0ca0a35cfd948698 Signed-off-by: Thibault Delavallee (tde) <tde@openerp.com>
1041 lines
66 KiB
XML
1041 lines
66 KiB
XML
<?xml version="1.0"?>
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<odoo>
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<record id="crm_lead_view_form" model="ir.ui.view">
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<field name="name">crm.lead.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 class="o_lead_opportunity_form" js_class="crm_form">
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<header>
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<button name="action_set_won_rainbowman" string="Mark Won"
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type="object" class="oe_highlight"
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attrs="{'invisible': ['|','|', ('active','=',False), ('probability', '=', 100), ('type', '=', 'lead')]}"/>
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<button name="%(crm.crm_lead_lost_action)d" string="Mark Lost"
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type="action" class="oe_highlight" context="{'default_lead_id': active_id}" attrs="{'invisible': ['|', ('type', '=', 'lead'),('active', '=', False),('probability', '<', 100)]}"/>
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<button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action" help="Convert to Opportunity"
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class="oe_highlight" attrs="{'invisible': ['|', ('type', '=', 'opportunity'), ('active', '=', False)]}"/>
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<button name="toggle_active" string="Restore" type="object"
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attrs="{'invisible': ['|', ('probability', '>', 0), ('active', '=', True)]}"/>
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<button name="action_set_lost" string="Mark as Lost" type="object"
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attrs="{'invisible': ['|', ('type', '=', 'opportunity'), '&', ('probability', '=', 0), ('active', '=', False)]}"/>
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<field name="stage_id" widget="statusbar"
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options="{'clickable': '1', 'fold_field': 'fold'}"
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domain="['|', ('team_id', '=', team_id), ('team_id', '=', False)]"
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attrs="{'invisible': ['|', ('active', '=', False), ('type', '=', 'lead')]}"/>
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</header>
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<div class="text-center alert alert-primary oe_edit_only" role="alert" attrs="{'invisible': ['|', ('ribbon_message', '=', False), ('ribbon_message', '=', '')]}">
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<field name="ribbon_message"/>
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</div>
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<sheet>
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<field name="active" invisible="1"/>
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<div class="oe_button_box" name="button_box">
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<button name="action_schedule_meeting" type="object"
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class="oe_stat_button" icon="fa-calendar"
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context="{'partner_id': partner_id}"
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attrs="{'invisible': [('type', '=', 'lead')]}">
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<div class="o_stat_info">
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<field name="meeting_count" class="o_stat_value"/>
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<span class="o_stat_text" attrs="{'invisible': [('meeting_count', '<', 2)]}"> Meetings</span>
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<span class="o_stat_text" attrs="{'invisible': [('meeting_count', '>', 1)]}"> Meeting</span>
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</div>
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</button>
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</div>
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<widget name="web_ribbon" title="Lost" bg_color="bg-danger" attrs="{'invisible': ['|', ('probability', '>', 0), ('active', '=', True)]}"/>
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<widget name="web_ribbon" title="Won" attrs="{'invisible': [('probability', '<', 100)]}" />
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<div class="oe_title">
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<label for="name" class="oe_edit_only" string="Lead" attrs="{'invisible': [('type', '=', 'opportunity')]}"/>
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<label for="name" class="oe_edit_only" attrs="{'invisible': [('type', '=', 'lead')]}"/>
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<h1><field class="o_text_overflow" name="name" placeholder="e.g. Product Pricing"/></h1>
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<h2 class="o_row no-gutters align-items-end">
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<div class="col" attrs="{'invisible': [('type', '=', 'lead')]}">
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<label for="expected_revenue" class="oe_edit_only" />
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<div class="o_row">
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<field name="company_currency" invisible="1"/>
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<field name="expected_revenue" class="oe_inline" widget='monetary' options="{'currency_field': 'company_currency'}"/>
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<span class="oe_grey p-2" groups="crm.group_use_recurring_revenues"> + </span>
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<span class="oe_grey p-2" groups="!crm.group_use_recurring_revenues"> at </span>
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</div>
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</div>
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<div class="col" attrs="{'invisible': [('type', '=', 'lead')]}" groups="crm.group_use_recurring_revenues">
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<div class="o_row">
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<field name="recurring_revenue" class="pr-2 oe_inline" widget="monetary" options="{'currency_field': 'company_currency'}"/>
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</div>
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</div>
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<div class="col" attrs="{'invisible': [('type', '=', 'lead')]}" groups="crm.group_use_recurring_revenues">
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<div class="o_row">
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<field name="recurring_plan" class="oe_inline" placeholder="E.g. Monthly"
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attrs="{'required': [('recurring_revenue', '!=', 0)]}" options="{'no_create': True, 'no_open': True}"/>
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<span class="oe_grey p-2"> at </span>
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</div>
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</div>
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<div class="col">
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<div class="oe_edit_only d-flex align-items-center">
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<label for="probability"/>
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<button class="btn btn-link" name="action_set_automated_probability" type="object"
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attrs="{'invisible': [('is_automated_probability', '=', True)]}">
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<i class="fa fa-gear" role="img" title="Switch to automatic probability" aria-label="Switch to automatic probability"></i>
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</button>
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<small class="oe_grey h6 mb0" attrs="{'invisible': [('is_automated_probability', '=', True)]}">
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<field class="mb0" name="automated_probability" force_save="1"/> %%
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</small>
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</div>
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<div id="probability" class="o_row d-flex">
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<field name="is_automated_probability" invisible="1"/>
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<field name="probability" widget="float" class="oe_inline"/>
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<span class="oe_grey"> %%</span>
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</div>
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</div>
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</h2>
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</div>
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<group>
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<group name="lead_partner" attrs="{'invisible': [('type', '=', 'opportunity')]}">
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<!-- Preload all the partner's information -->
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<field name="partner_id" widget="res_partner_many2one"
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context="{
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'default_name': contact_name,
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'default_title': title,
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'default_street': street,
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'default_street2': street2,
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'default_city': city,
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'default_state_id': state_id,
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'default_zip': zip,
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'default_country_id': country_id,
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'default_function': function,
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'default_phone': phone,
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'default_mobile': mobile,
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'default_email': email_from,
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'default_user_id': user_id,
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'default_team_id': team_id,
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'default_website': website,
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'show_vat': True
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}" groups="base.group_no_one"/>
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<field name="partner_name"/>
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<label for="street" string="Address"/>
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<div class="o_address_format">
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<field name="street" placeholder="Street..." class="o_address_street"/>
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<field name="street2" placeholder="Street 2..." class="o_address_street"/>
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<field name="city" placeholder="City" class="o_address_city"/>
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<field name="state_id" class="o_address_state" placeholder="State" options='{"no_open": True}'/>
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<field name="zip" placeholder="ZIP" class="o_address_zip"/>
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<field name="country_id" placeholder="Country" class="o_address_country" options='{"no_open": True, "no_create": True}'/>
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</div>
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<field name="website" widget="url" placeholder="e.g. https://www.odoo.com"/>
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<field name="lang_id"/>
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</group>
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<group name="opportunity_partner" attrs="{'invisible': [('type', '=', 'lead')]}">
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<field name="partner_id"
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widget="res_partner_many2one"
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string="Customer"
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context="{'res_partner_search_mode': type == 'opportunity' and 'customer' or False,
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'default_name': contact_name or partner_name,
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'default_street': street,
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'default_is_company': type == 'opportunity' and contact_name == False,
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'default_company_name': type == 'opportunity' and partner_name,
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'default_street2': street2,
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'default_city': city,
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'default_title': title,
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'default_state_id': state_id,
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'default_zip': zip,
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'default_country_id': country_id,
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'default_function': function,
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'default_phone': phone,
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'default_mobile': mobile,
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'default_email': email_from,
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'default_user_id': user_id,
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'default_team_id': team_id,
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'default_website': website,
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'show_vat': True,
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}"
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/>
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<field name="is_blacklisted" invisible="1"/>
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<field name="partner_is_blacklisted" invisible="1"/>
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<field name="phone_blacklisted" invisible="1"/>
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<field name="mobile_blacklisted" invisible="1"/>
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<field name="email_state" invisible="1"/>
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<field name="phone_state" invisible="1"/>
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<label for="email_from" class="oe_inline"/>
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<div class="o_row o_row_readonly">
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<button name="mail_action_blacklist_remove" class="fa fa-ban text-danger"
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title="This email is blacklisted for mass mailings. Click to unblacklist."
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type="object" context="{'default_email': email_from}" groups="base.group_user"
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attrs="{'invisible': [('is_blacklisted', '=', False)]}"/>
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<field name="email_from" string="Email" widget="email"/>
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</div>
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<label for="phone" class="oe_inline"/>
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<div class="o_row o_row_readonly">
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<button name="phone_action_blacklist_remove" class="fa fa-ban text-danger"
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title="This phone number is blacklisted for SMS Marketing. Click to unblacklist."
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type="object" context="{'default_phone': phone}" groups="base.group_user"
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attrs="{'invisible': [('phone_blacklisted', '=', False)]}"/>
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<field name="phone" widget="phone"/>
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</div>
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</group>
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<group name="lead_info" attrs="{'invisible': [('type', '=', 'opportunity')]}">
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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="is_blacklisted" invisible="1"/>
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<field name="phone_blacklisted" invisible="1"/>
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<field name="email_state" invisible="1"/>
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<field name="phone_state" invisible="1"/>
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<label for="email_from_group_lead_info" class="oe_inline"/>
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<div class="o_row o_row_readonly">
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<button name="mail_action_blacklist_remove" class="fa fa-ban text-danger"
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title="This email is blacklisted for mass mailings. Click to unblacklist."
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type="object" context="{'default_email': email_from}" groups="base.group_user"
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attrs="{'invisible': [('is_blacklisted', '=', False)]}"/>
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<field name="email_from" id="email_from_group_lead_info" string="Email" widget="email"/>
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</div>
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<field name="email_cc" groups="base.group_no_one"/>
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<field name="function"/>
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<label for="phone_group_lead_info" class="oe_inline"/>
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<div class="o_row o_row_readonly">
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<button name="phone_action_blacklist_remove" class="fa fa-ban text-danger"
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title="This phone number is blacklisted for SMS Marketing. Click to unblacklist."
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type="object" context="{'default_phone': phone}" groups="base.group_user"
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attrs="{'invisible': [('phone_blacklisted', '=', False)]}"/>
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<field name="phone" id="phone_group_lead_info" widget="phone"/>
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</div>
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<label for="mobile" class="oe_inline"/>
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<div class="o_row o_row_readonly">
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<button name="phone_action_blacklist_remove" class="fa fa-ban text-danger"
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title="This phone number is blacklisted for SMS Marketing. Click to unblacklist."
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type="object" context="{'default_phone': mobile}" groups="base.group_user"
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attrs="{'invisible': [('mobile_blacklisted', '=', False)]}"/>
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<field name="mobile" widget="phone" string="Mobile"/>
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</div>
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</group>
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<group attrs="{'invisible': [('type', '=', 'lead')]}">
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<field name="date_deadline"/>
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<field name="priority" widget="priority"/>
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<field name="tag_ids" widget="many2many_tags" options="{'color_field': 'color', 'no_create_edit': True}"/>
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</group>
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<group>
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<field name="user_id" domain="[('share', '=', False)]"
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context="{'default_sales_team_id': team_id}" widget="many2one_avatar_user"/>
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<field name="team_id" widget="selection"
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domain="['|', ('company_id', '=', False), ('company_id', '=', company_id)]"/>
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<field name="type" invisible="1"/>
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</group>
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<group name="lead_priority" attrs="{'invisible': [('type', '=', 'opportunity')]}">
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<field name="priority" widget="priority"/>
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<field name="tag_ids" widget="many2many_tags" options="{'color_field': 'color', 'no_create_edit': True}"/>
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</group>
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<group name="opportunity_info" attrs="{'invisible': [('type', '=', 'lead')]}">
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<field name="lost_reason" attrs="{'invisible': [('active', '=', True)]}"/>
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<field name="date_conversion" invisible="1"/>
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<field name="company_id" groups="base.group_multi_company"/>
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</group>
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</group>
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<notebook>
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<page string="Internal Notes" name="internal_notes">
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<field name="description" placeholder="Add a description..."/>
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</page>
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<page name="extra" string="Extra Info" attrs="{'invisible': [('type', '=', 'opportunity')]}">
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<group>
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<group string="Email" groups="base.group_no_one">
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<field name="message_bounce" readonly="1"/>
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</group>
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<group string="Tracking" name="categorization">
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<field name="company_id"
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groups="base.group_multi_company"
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options="{'no_create': True}"/>
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<field name="campaign_id" />
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<field name="medium_id"/>
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<field name="source_id"/>
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<field name="referred"/>
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</group>
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<group string="Analysis">
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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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<page name="lead" string="Extra Information" attrs="{'invisible': [('type', '=', 'lead')]}">
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<group>
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<group string="Contact Information">
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<field name="partner_name"/>
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<label for="street_page_lead" string="Address"/>
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<div class="o_address_format">
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<field name="street" id="street_page_lead" placeholder="Street..." class="o_address_street"/>
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<field name="street2" placeholder="Street 2..." class="o_address_street"/>
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<field name="city" placeholder="City" class="o_address_city"/>
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<field name="state_id" class="o_address_state" placeholder="State" options='{"no_open": True}'/>
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<field name="zip" placeholder="ZIP" class="o_address_zip"/>
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<field name="country_id" placeholder="Country" class="o_address_country" options='{"no_open": True, "no_create": True}'/>
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</div>
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<field name="website" widget="url" placeholder="e.g. https://www.odoo.com"/>
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<field name="lang_id" options="{'no_create': True}"/>
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</group>
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<group class="mt48">
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<label for="contact_name_page_lead"/>
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<div class="o_row">
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<field name="contact_name" id="contact_name_page_lead"/>
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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="function"/>
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<label for="mobile_page_lead" class="oe_inline"/>
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<div class="o_row o_row_readonly">
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<button name="phone_action_blacklist_remove" class="fa fa-ban text-danger"
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title="This phone number is blacklisted for SMS Marketing. Click to unblacklist."
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type="object" context="{'default_phone': mobile}" groups="base.group_user"
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attrs="{'invisible': [('mobile_blacklisted', '=', False)]}"/>
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<field name="mobile" id="mobile_page_lead" widget="phone"/>
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</div>
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</group>
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<group string="Marketing">
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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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</group>
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<group string="Misc" name="Misc">
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<field name="day_open" groups="base.group_no_one"/>
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<field name="day_close" groups="base.group_no_one"/>
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<field name="referred"/>
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<field name="type" invisible="1"/>
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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"/>
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<field name="activity_ids"/>
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<field name="message_ids" options="{'post_refresh': 'recipients'}"/>
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</div>
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</form>
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</field>
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</record>
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<!--
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crm.lead (as Lead) views
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-->
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<record id="act_crm_opportunity_calendar_event_new" model="ir.actions.act_window">
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<field name="name">Meetings</field>
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<field name="res_model">calendar.event</field>
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<field name="view_mode">tree,form,calendar</field>
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<field name="context">{'default_duration': 4.0, 'default_opportunity_id': active_id}</field>
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</record>
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<record id="crm_case_tree_view_leads" model="ir.ui.view">
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<field name="name">crm.lead.tree.lead</field>
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<field name="model">crm.lead</field>
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<field name="priority">10</field>
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<field name="arch" type="xml">
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<tree string="Leads" sample="1" multi_edit="1">
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<field name="date_deadline" invisible="1"/>
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<field name="create_date" optional="hide"/>
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<field name="name" string="Lead" readonly="1"/>
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<field name="contact_name" optional="hide"/>
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<field name="partner_name" optional="hide"/>
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<field name="email_from" optional="show"/>
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<field name="phone" optional="show" class="o_force_ltr"/>
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<field name="company_id" groups="base.group_multi_company" optional="show"/>
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<field name="city" optional="show"/>
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<field name="state_id" optional="hide"/>
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<field name="country_id" optional="show"/>
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<field name="partner_id" invisible="1"/>
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<field name="user_id" optional="show" widget="many2one_avatar_user" domain="[('share', '=', False)]"/>
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<field name="team_id" optional="show"/>
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<field name="active" invisible="1"/>
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<field name="probability" invisible="1"/>
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<field name="campaign_id" optional="hide"/>
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<field name="referred" invisible="1"/>
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<field name="medium_id" optional="hide"/>
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<field name="source_id" optional="hide"/>
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<field name="message_needaction" invisible="1"/>
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<field name="tag_ids" optional="hide" widget="many2many_tags" options="{'color_field': 'color'}"/>
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<field name="priority" optional="hide"/>
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</tree>
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</field>
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</record>
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<record id="view_crm_lead_kanban" model="ir.ui.view">
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<field name="name">crm.lead.kanban</field>
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<field name="model">crm.lead</field>
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<field name="priority" eval="100"/>
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<field name="arch" type="xml">
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<kanban class="o_kanban_mobile" archivable="false" js_class="crm_kanban" sample="1">
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<field name="name"/>
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<field name="contact_name"/>
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<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 oe_kanban_details">
|
|
<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 class="o_text_overflow" 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"/>
|
|
<field name="activity_state"/>
|
|
<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="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': False,
|
|
}"/>
|
|
<field name="binding_model_id" ref="model_crm_lead"/>
|
|
<field name="binding_view_types">list</field>
|
|
</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.action_lead_mass_mail)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="[('activity_ids.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="[('activity_ids.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="[('activity_ids.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"/>
|
|
<field name="activity_state"/>
|
|
<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="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>
|