Michael Mattiello (mcm)
785b304876
* account, analytic, calendar, coupon, crm, crm_iap_lead_website, delivery, digest, event, event_crm, fleet, gamification, hr, hr_expense, hr_skills, im_livechat, lunch, mail, maintenance, mass_mailing, membership, mrp, point_of_sale, pos_mercury, product, purchase, purchase_requisition, sale_management, sales_team, sms, stock, stock_landed_costs, survey, website_crm_partner_assign, website_event_exhibitor, website_event_track, website_forum, website_slides, base This commit removes oe_edit_only labels and adds placeholder on fields in form views from a lot of apps to minimize the shift when switching mode. task 2330101
1057 lines
66 KiB
XML
1057 lines
66 KiB
XML
<?xml version="1.0"?>
|
|
<odoo>
|
|
<record id="crm_lead_view_form" model="ir.ui.view">
|
|
<field name="name">crm.lead.form</field>
|
|
<field name="model">crm.lead</field>
|
|
<field name="arch" type="xml">
|
|
<form class="o_lead_opportunity_form" js_class="crm_form">
|
|
<header>
|
|
<button name="action_set_won_rainbowman" string="Mark Won"
|
|
type="object" class="oe_highlight"
|
|
attrs="{'invisible': ['|','|', ('active','=',False), ('probability', '=', 100), ('type', '=', 'lead')]}"/>
|
|
<button name="%(crm.crm_lead_lost_action)d" string="Mark Lost"
|
|
type="action" class="oe_highlight" context="{'default_lead_id': active_id}" attrs="{'invisible': ['|', ('type', '=', 'lead'),('active', '=', False),('probability', '<', 100)]}"/>
|
|
<button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action" help="Convert to Opportunity"
|
|
class="oe_highlight" attrs="{'invisible': ['|', ('type', '=', 'opportunity'), ('active', '=', False)]}"/>
|
|
<button name="toggle_active" string="Restore" type="object"
|
|
attrs="{'invisible': ['|', ('probability', '>', 0), ('active', '=', True)]}"/>
|
|
<button name="action_set_lost" string="Mark as Lost" type="object"
|
|
attrs="{'invisible': ['|', ('type', '=', 'opportunity'), '&', ('probability', '=', 0), ('active', '=', False)]}"/>
|
|
<field name="stage_id" widget="statusbar"
|
|
options="{'clickable': '1', 'fold_field': 'fold'}"
|
|
domain="['|', ('team_id', '=', team_id), ('team_id', '=', False)]"
|
|
attrs="{'invisible': ['|', ('active', '=', False), ('type', '=', 'lead')]}"/>
|
|
</header>
|
|
<div class="text-center alert alert-primary oe_edit_only" role="alert" attrs="{'invisible': ['|', ('ribbon_message', '=', False), ('ribbon_message', '=', '')]}">
|
|
<field name="ribbon_message"/>
|
|
</div>
|
|
<sheet>
|
|
<field name="active" invisible="1"/>
|
|
<div class="oe_button_box" name="button_box">
|
|
<button name="action_schedule_meeting" type="object"
|
|
class="oe_stat_button" icon="fa-calendar"
|
|
context="{'partner_id': partner_id}"
|
|
attrs="{'invisible': [('type', '=', 'lead')]}">
|
|
<div class="o_stat_info">
|
|
<field name="meeting_count" class="o_stat_value"/>
|
|
<span class="o_stat_text" attrs="{'invisible': [('meeting_count', '<', 2)]}"> Meetings</span>
|
|
<span class="o_stat_text" attrs="{'invisible': [('meeting_count', '>', 1)]}"> Meeting</span>
|
|
</div>
|
|
</button>
|
|
</div>
|
|
<widget name="web_ribbon" title="Lost" bg_color="bg-danger" attrs="{'invisible': ['|', ('probability', '>', 0), ('active', '=', True)]}"/>
|
|
<widget name="web_ribbon" title="Won" attrs="{'invisible': [('probability', '<', 100)]}" />
|
|
<div class="oe_title">
|
|
<label for="name" string="Lead" attrs="{'invisible': [('type', '=', 'opportunity')]}"/>
|
|
<label for="name" attrs="{'invisible': [('type', '=', 'lead')]}"/>
|
|
<h1><field class="o_text_overflow" name="name" placeholder="e.g. Product Pricing"/></h1>
|
|
<h2 class="o_row no-gutters align-items-end">
|
|
<div class="col" attrs="{'invisible': [('type', '=', 'lead')]}">
|
|
<label for="expected_revenue" class="oe_edit_only" />
|
|
<div class="o_row">
|
|
<field name="company_currency" invisible="1"/>
|
|
<field name="expected_revenue" class="oe_inline" widget='monetary' options="{'currency_field': 'company_currency'}"/>
|
|
<span class="oe_grey p-2" groups="crm.group_use_recurring_revenues"> + </span>
|
|
<span class="oe_grey p-2" groups="!crm.group_use_recurring_revenues"> at </span>
|
|
</div>
|
|
</div>
|
|
<div class="col" attrs="{'invisible': [('type', '=', 'lead')]}" groups="crm.group_use_recurring_revenues">
|
|
<div class="o_row">
|
|
<field name="recurring_revenue" class="pr-2 oe_inline" widget="monetary" options="{'currency_field': 'company_currency'}"/>
|
|
</div>
|
|
</div>
|
|
<div class="col" attrs="{'invisible': [('type', '=', 'lead')]}" groups="crm.group_use_recurring_revenues">
|
|
<div class="o_row">
|
|
<field name="recurring_plan" class="oe_inline" placeholder="E.g. Monthly"
|
|
attrs="{'required': [('recurring_revenue', '!=', 0)]}" options="{'no_create': True, 'no_open': True}"/>
|
|
<span class="oe_grey p-2"> at </span>
|
|
</div>
|
|
</div>
|
|
<div class="col">
|
|
<div class="oe_edit_only d-flex align-items-center">
|
|
<label for="probability"/>
|
|
<button class="btn btn-link" name="action_set_automated_probability" type="object"
|
|
attrs="{'invisible': [('is_automated_probability', '=', True)]}">
|
|
<i class="fa fa-gear" role="img" title="Switch to automatic probability" aria-label="Switch to automatic probability"></i>
|
|
</button>
|
|
<small class="oe_grey h6 mb0" attrs="{'invisible': [('is_automated_probability', '=', True)]}">
|
|
<field class="mb0" name="automated_probability" force_save="1"/> %%
|
|
</small>
|
|
</div>
|
|
<div id="probability" class="o_row d-flex">
|
|
<field name="is_automated_probability" invisible="1"/>
|
|
<field name="probability" widget="float" class="oe_inline"/>
|
|
<span class="oe_grey"> %%</span>
|
|
</div>
|
|
</div>
|
|
</h2>
|
|
</div>
|
|
<group>
|
|
<group name="lead_partner" attrs="{'invisible': [('type', '=', 'opportunity')]}">
|
|
<!-- Preload all the partner's information -->
|
|
<field name="partner_id" widget="res_partner_many2one"
|
|
context="{
|
|
'default_name': contact_name,
|
|
'default_title': title,
|
|
'default_street': street,
|
|
'default_street2': street2,
|
|
'default_city': city,
|
|
'default_state_id': state_id,
|
|
'default_zip': zip,
|
|
'default_country_id': country_id,
|
|
'default_function': function,
|
|
'default_phone': phone,
|
|
'default_mobile': mobile,
|
|
'default_email': email_from,
|
|
'default_user_id': user_id,
|
|
'default_team_id': team_id,
|
|
'default_website': website,
|
|
'show_vat': True
|
|
}" groups="base.group_no_one"/>
|
|
<field name="partner_name"/>
|
|
<label for="street" string="Address"/>
|
|
<div class="o_address_format">
|
|
<field name="street" placeholder="Street..." class="o_address_street"/>
|
|
<field name="street2" placeholder="Street 2..." class="o_address_street"/>
|
|
<field name="city" placeholder="City" class="o_address_city"/>
|
|
<field name="state_id" class="o_address_state" placeholder="State" options='{"no_open": True}'/>
|
|
<field name="zip" placeholder="ZIP" class="o_address_zip"/>
|
|
<field name="country_id" placeholder="Country" class="o_address_country" options='{"no_open": True, "no_create": True}'/>
|
|
</div>
|
|
<field name="website" widget="url" placeholder="e.g. https://www.odoo.com"/>
|
|
<field name="lang_id"/>
|
|
</group>
|
|
|
|
<group name="opportunity_partner" attrs="{'invisible': [('type', '=', 'lead')]}">
|
|
<field name="partner_id"
|
|
widget="res_partner_many2one"
|
|
string="Customer"
|
|
context="{'res_partner_search_mode': type == 'opportunity' and 'customer' or False,
|
|
'default_name': contact_name or partner_name,
|
|
'default_street': street,
|
|
'default_is_company': type == 'opportunity' and contact_name == False,
|
|
'default_company_name': type == 'opportunity' and partner_name,
|
|
'default_street2': street2,
|
|
'default_city': city,
|
|
'default_title': title,
|
|
'default_state_id': state_id,
|
|
'default_zip': zip,
|
|
'default_country_id': country_id,
|
|
'default_function': function,
|
|
'default_phone': phone,
|
|
'default_mobile': mobile,
|
|
'default_email': email_from,
|
|
'default_user_id': user_id,
|
|
'default_team_id': team_id,
|
|
'default_website': website,
|
|
'show_vat': True,
|
|
}"
|
|
/>
|
|
<field name="is_blacklisted" invisible="1"/>
|
|
<field name="partner_is_blacklisted" invisible="1"/>
|
|
<field name="phone_blacklisted" invisible="1"/>
|
|
<field name="mobile_blacklisted" invisible="1"/>
|
|
<field name="email_state" invisible="1"/>
|
|
<field name="phone_state" invisible="1"/>
|
|
<label for="email_from" class="oe_inline"/>
|
|
<div class="o_row o_row_readonly">
|
|
<button name="mail_action_blacklist_remove" class="fa fa-ban text-danger"
|
|
title="This email is blacklisted for mass mailings. Click to unblacklist."
|
|
type="object" context="{'default_email': email_from}" groups="base.group_user"
|
|
attrs="{'invisible': [('is_blacklisted', '=', False)]}"/>
|
|
<field name="email_from" string="Email" widget="email"/>
|
|
</div>
|
|
<label for="phone" class="oe_inline"/>
|
|
<div class="o_row o_row_readonly">
|
|
<button name="phone_action_blacklist_remove" class="fa fa-ban text-danger"
|
|
title="This phone number is blacklisted for SMS Marketing. Click to unblacklist."
|
|
type="object" context="{'default_phone': phone}" groups="base.group_user"
|
|
attrs="{'invisible': [('phone_blacklisted', '=', False)]}"/>
|
|
<field name="phone" widget="phone"/>
|
|
</div>
|
|
</group>
|
|
<group name="lead_info" attrs="{'invisible': [('type', '=', 'opportunity')]}">
|
|
<label for="contact_name"/>
|
|
<div class="o_row">
|
|
<field name="contact_name"/>
|
|
<field name="title" placeholder="Title" domain="[]" options='{"no_open": True}'/>
|
|
</div>
|
|
<field name="is_blacklisted" invisible="1"/>
|
|
<field name="phone_blacklisted" invisible="1"/>
|
|
<field name="email_state" invisible="1"/>
|
|
<field name="phone_state" invisible="1"/>
|
|
<label for="email_from_group_lead_info" class="oe_inline"/>
|
|
<div class="o_row o_row_readonly">
|
|
<button name="mail_action_blacklist_remove" class="fa fa-ban text-danger"
|
|
title="This email is blacklisted for mass mailings. Click to unblacklist."
|
|
type="object" context="{'default_email': email_from}" groups="base.group_user"
|
|
attrs="{'invisible': [('is_blacklisted', '=', False)]}"/>
|
|
<field name="email_from" id="email_from_group_lead_info" string="Email" widget="email"/>
|
|
</div>
|
|
<field name="email_cc" groups="base.group_no_one"/>
|
|
<field name="function"/>
|
|
<label for="phone_group_lead_info" class="oe_inline"/>
|
|
<div class="o_row o_row_readonly">
|
|
<button name="phone_action_blacklist_remove" class="fa fa-ban text-danger"
|
|
title="This phone number is blacklisted for SMS Marketing. Click to unblacklist."
|
|
type="object" context="{'default_phone': phone}" groups="base.group_user"
|
|
attrs="{'invisible': [('phone_blacklisted', '=', False)]}"/>
|
|
<field name="phone" id="phone_group_lead_info" widget="phone"/>
|
|
</div>
|
|
<label for="mobile" class="oe_inline"/>
|
|
<div class="o_row o_row_readonly">
|
|
<button name="phone_action_blacklist_remove" class="fa fa-ban text-danger"
|
|
title="This phone number is blacklisted for SMS Marketing. Click to unblacklist."
|
|
type="object" context="{'default_phone': mobile}" groups="base.group_user"
|
|
attrs="{'invisible': [('mobile_blacklisted', '=', False)]}"/>
|
|
<field name="mobile" widget="phone" string="Mobile"/>
|
|
</div>
|
|
</group>
|
|
<group attrs="{'invisible': [('type', '=', 'lead')]}">
|
|
<field name="date_deadline"/>
|
|
<field name="priority" widget="priority"/>
|
|
<field name="tag_ids" widget="many2many_tags" options="{'color_field': 'color', 'no_create_edit': True}"/>
|
|
</group>
|
|
<group>
|
|
<field name="user_id"
|
|
context="{'default_sales_team_id': team_id}" widget="many2one_avatar_user"/>
|
|
<field name="team_id" widget="selection"/>
|
|
<field name="type" invisible="1"/>
|
|
</group>
|
|
<group name="lead_priority" attrs="{'invisible': [('type', '=', 'opportunity')]}">
|
|
<field name="priority" widget="priority"/>
|
|
<field name="tag_ids" widget="many2many_tags" options="{'color_field': 'color', 'no_create_edit': True}"/>
|
|
</group>
|
|
<group name="opportunity_info" attrs="{'invisible': [('type', '=', 'lead')]}">
|
|
<field name="lost_reason" attrs="{'invisible': [('active', '=', True)]}"/>
|
|
<field name="date_conversion" invisible="1"/>
|
|
<field name="company_id" groups="base.group_multi_company"/>
|
|
<field name="user_company_ids" invisible="1"/>
|
|
</group>
|
|
</group>
|
|
|
|
<notebook>
|
|
<page string="Internal Notes" name="internal_notes">
|
|
<field name="description" placeholder="Add a description..."/>
|
|
</page>
|
|
<page name="extra" string="Extra Info" attrs="{'invisible': [('type', '=', 'opportunity')]}">
|
|
<group>
|
|
<group string="Email" groups="base.group_no_one">
|
|
<field name="message_bounce" readonly="1"/>
|
|
</group>
|
|
<group string="Tracking" name="categorization">
|
|
<field name="company_id"
|
|
groups="base.group_multi_company"
|
|
options="{'no_create': True}"/>
|
|
<field name="campaign_id" />
|
|
<field name="medium_id"/>
|
|
<field name="source_id"/>
|
|
<field name="referred"/>
|
|
</group>
|
|
<group string="Analysis">
|
|
<field name="date_open"/>
|
|
<field name="date_closed"/>
|
|
</group>
|
|
</group>
|
|
</page>
|
|
<page name="lead" string="Extra Information" attrs="{'invisible': [('type', '=', 'lead')]}">
|
|
<group>
|
|
<group string="Contact Information">
|
|
<field name="partner_name"/>
|
|
<label for="street_page_lead" string="Address"/>
|
|
<div class="o_address_format">
|
|
<field name="street" id="street_page_lead" placeholder="Street..." class="o_address_street"/>
|
|
<field name="street2" placeholder="Street 2..." class="o_address_street"/>
|
|
<field name="city" placeholder="City" class="o_address_city"/>
|
|
<field name="state_id" class="o_address_state" placeholder="State" options='{"no_open": True}'/>
|
|
<field name="zip" placeholder="ZIP" class="o_address_zip"/>
|
|
<field name="country_id" placeholder="Country" class="o_address_country" options='{"no_open": True, "no_create": True}'/>
|
|
</div>
|
|
<field name="website" widget="url" placeholder="e.g. https://www.odoo.com"/>
|
|
<field name="lang_id" options="{'no_create': True}"/>
|
|
</group>
|
|
<group class="mt48">
|
|
<label for="contact_name_page_lead"/>
|
|
<div class="o_row">
|
|
<field name="contact_name" id="contact_name_page_lead"/>
|
|
<field name="title" placeholder="Title" domain="[]" options='{"no_open": True}'/>
|
|
</div>
|
|
<field name="function"/>
|
|
<label for="mobile_page_lead" class="oe_inline"/>
|
|
<div class="o_row o_row_readonly">
|
|
<button name="phone_action_blacklist_remove" class="fa fa-ban text-danger"
|
|
title="This phone number is blacklisted for SMS Marketing. Click to unblacklist."
|
|
type="object" context="{'default_phone': mobile}" groups="base.group_user"
|
|
attrs="{'invisible': [('mobile_blacklisted', '=', False)]}"/>
|
|
<field name="mobile" id="mobile_page_lead" widget="phone"/>
|
|
</div>
|
|
</group>
|
|
<group string="Marketing">
|
|
<field name="campaign_id" />
|
|
<field name="medium_id" />
|
|
<field name="source_id" />
|
|
</group>
|
|
<group string="Misc" name="Misc">
|
|
<field name="day_open" groups="base.group_no_one"/>
|
|
<field name="day_close" groups="base.group_no_one"/>
|
|
<field name="referred"/>
|
|
<field name="type" invisible="1"/>
|
|
</group>
|
|
</group>
|
|
</page>
|
|
</notebook>
|
|
</sheet>
|
|
<div class="oe_chatter">
|
|
<field name="message_follower_ids"/>
|
|
<field name="activity_ids"/>
|
|
<field name="message_ids" options="{'post_refresh': 'recipients'}"/>
|
|
</div>
|
|
</form>
|
|
</field>
|
|
</record>
|
|
|
|
<!--
|
|
crm.lead (as Lead) views
|
|
-->
|
|
<record id="act_crm_opportunity_calendar_event_new" model="ir.actions.act_window">
|
|
<field name="name">Meetings</field>
|
|
<field name="res_model">calendar.event</field>
|
|
<field name="view_mode">tree,form,calendar</field>
|
|
<field name="context">{'default_duration': 4.0, 'default_opportunity_id': active_id}</field>
|
|
</record>
|
|
|
|
<record id="crm_case_tree_view_leads" model="ir.ui.view">
|
|
<field name="name">crm.lead.tree.lead</field>
|
|
<field name="model">crm.lead</field>
|
|
<field name="priority">10</field>
|
|
<field name="arch" type="xml">
|
|
<tree string="Leads" sample="1" multi_edit="1">
|
|
<field name="date_deadline" invisible="1"/>
|
|
<field name="create_date" optional="hide"/>
|
|
<field name="name" string="Lead" readonly="1"/>
|
|
<field name="contact_name" optional="hide"/>
|
|
<field name="partner_name" optional="hide"/>
|
|
<field name="email_from" optional="show"/>
|
|
<field name="phone" optional="show" class="o_force_ltr"/>
|
|
<field name="company_id" groups="base.group_multi_company" optional="show"/>
|
|
<field name="city" optional="show"/>
|
|
<field name="state_id" optional="hide"/>
|
|
<field name="country_id" optional="show" options="{'no_open': True, 'no_create': True}"/>
|
|
<field name="partner_id" invisible="1"/>
|
|
<!-- Explicit domain due to multi edit -> real company domain would be complicated -->
|
|
<field name="user_id" optional="show" widget="many2one_avatar_user"
|
|
domain="[('share', '=', False)]"/>
|
|
<field name="team_id" optional="show"/>
|
|
<field name="active" invisible="1"/>
|
|
<field name="probability" invisible="1"/>
|
|
<field name="campaign_id" optional="hide"/>
|
|
<field name="referred" invisible="1"/>
|
|
<field name="medium_id" optional="hide"/>
|
|
<field name="source_id" optional="hide"/>
|
|
<field name="message_needaction" invisible="1"/>
|
|
<field name="tag_ids" optional="hide" widget="many2many_tags" options="{'color_field': 'color'}"/>
|
|
<field name="priority" optional="hide"/>
|
|
</tree>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="view_crm_lead_kanban" model="ir.ui.view">
|
|
<field name="name">crm.lead.kanban</field>
|
|
<field name="model">crm.lead</field>
|
|
<field name="priority" eval="100"/>
|
|
<field name="arch" type="xml">
|
|
<kanban class="o_kanban_mobile" archivable="false" js_class="crm_kanban" sample="1">
|
|
<field name="name"/>
|
|
<field name="contact_name"/>
|
|
<field name="priority"/>
|
|
<field name="tag_ids"/>
|
|
<field name="user_id"/>
|
|
<field name="activity_ids"/>
|
|
<field name="activity_state"/>
|
|
<progressbar field="activity_state" colors='{"planned": "success", "today": "warning", "overdue": "danger"}'/>
|
|
<templates>
|
|
<t t-name="kanban-box">
|
|
<div t-attf-class="oe_kanban_content oe_kanban_global_click">
|
|
<div>
|
|
<strong class="o_kanban_record_title"><span><field name="name"/></span></strong>
|
|
</div>
|
|
<div>
|
|
<span class="o_kanban_record_subtitle"><field name="contact_name"/></span>
|
|
</div>
|
|
<div>
|
|
<field name="tag_ids"/>
|
|
</div>
|
|
<div class="o_kanban_record_bottom">
|
|
<div class="oe_kanban_bottom_left">
|
|
<field name="priority" widget="priority"/>
|
|
<div class="o_kanban_inline_block">
|
|
<field name="activity_ids" widget="kanban_activity"/>
|
|
</div>
|
|
</div>
|
|
<div class="oe_kanban_bottom_right">
|
|
<field name="user_id" widget="many2one_avatar_user"/>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</t>
|
|
</templates>
|
|
</kanban>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="crm_case_calendar_view_leads" model="ir.ui.view">
|
|
<field name="name">crm.lead.calendar.lead</field>
|
|
<field name="model">crm.lead</field>
|
|
<field name="priority" eval="2"/>
|
|
<field name="arch" type="xml">
|
|
<calendar string="Leads Generation" create="0" mode="month" date_start="activity_date_deadline" color="user_id" hide_time="true" event_limit="5">
|
|
<field name="expected_revenue"/>
|
|
<field name="partner_id" avatar_field="image_128"/>
|
|
<field name="user_id" filters="1" invisible="1"/>
|
|
</calendar>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="quick_create_opportunity_form" model="ir.ui.view">
|
|
<field name="name">crm.lead.form.quick_create</field>
|
|
<field name="model">crm.lead</field>
|
|
<field name="priority">1000</field>
|
|
<field name="arch" type="xml">
|
|
<form>
|
|
<group>
|
|
<field name="partner_id" widget="res_partner_many2one"
|
|
string='Organization / Contact'
|
|
context="{
|
|
'res_partner_search_mode': type == 'opportunity' and 'customer' or False,
|
|
'default_name': contact_name or partner_name,
|
|
'default_is_company': type == 'opportunity' and contact_name == False,
|
|
'default_company_name': type == 'opportunity' and partner_name,
|
|
'default_phone': phone,
|
|
'default_email': email_from,
|
|
'show_vat': True}"/>
|
|
<field name="name" placeholder="e.g. Product Pricing" />
|
|
<field name="email_from" string="Email" />
|
|
<field name="phone" string="Phone" />
|
|
<label for="expected_revenue"/>
|
|
<div class="o_row">
|
|
<field name="expected_revenue" class="oe_inline mr-5" widget="monetary" options="{'currency_field': 'company_currency'}"/>
|
|
<field name="priority" class="oe_inline" nolabel="1" widget="priority"/>
|
|
</div>
|
|
<div class="o_row">
|
|
<field name="recurring_revenue" class="oe_inline pr-4" widget="monetary" options="{'currency_field': 'company_currency'}"/>
|
|
<field name="recurring_plan" class="oe_inline" placeholder="E.g. Monthly"
|
|
attrs="{'required': [('recurring_revenue', '!=', 0)]}" options="{'no_create': True, 'no_open': True}"/>
|
|
</div>
|
|
<field name="company_currency" invisible="1"/>
|
|
<field name="company_id" invisible="1"/>
|
|
<field name="user_id" invisible="1"/>
|
|
<field name="user_company_ids" 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_mail_compose" model="ir.actions.act_window">
|
|
<field name="name">Send email</field>
|
|
<field name="res_model">mail.compose.message</field>
|
|
<field name="view_mode">form</field>
|
|
<field name="target">new</field>
|
|
<field name="context" eval="{
|
|
'default_composition_mode': 'comment',
|
|
'default_use_template': False,
|
|
}"/>
|
|
<field name="binding_model_id" ref="model_crm_lead"/>
|
|
<field name="binding_view_types">form</field>
|
|
</record>
|
|
|
|
<record id="action_lead_mass_mail" model="ir.actions.act_window">
|
|
<field name="name">Send email</field>
|
|
<field name="res_model">mail.compose.message</field>
|
|
<field name="view_mode">form</field>
|
|
<field name="target">new</field>
|
|
<field name="context" eval="{
|
|
'default_composition_mode': 'mass_mail',
|
|
'default_use_template': 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">
|
|
<header>
|
|
<button name="%(crm.action_lead_mass_mail)d" type="action" string="Email" />
|
|
</header>
|
|
<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" options="{'no_open': True, 'no_create': True}"/>
|
|
<!-- Explicit domain due to multi edit -> real company domain would be complicated -->
|
|
<field name="user_id" widget="many2one_avatar_user" optional="show"
|
|
domain="[('share', '=', False)]"/>
|
|
<field name="team_id" optional="hide"/>
|
|
<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"/>
|
|
<button name="action_snooze" class="text-warning" type="object" string="Snooze 7d" icon="fa-bell-slash"
|
|
attrs="{'invisible': [('activity_date_deadline_my', '=', False)]}"/>
|
|
<button name="%(crm.action_lead_mail_compose)d" type="action" string="Email" icon="fa-envelope"/>
|
|
</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>
|
|
<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>
|
|
</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="Overdue Opportunities" name="overdue_opp" domain="[('date_deadline', '<', context_today().strftime('%Y-%m-%d'))]"/>
|
|
<filter invisible="1" string="Late Activities" name="activities_overdue"
|
|
domain="[('activity_ids.date_deadline', '<', context_today().strftime('%Y-%m-%d'))]"
|
|
help="Show all opportunities for which the next action date is before today"/>
|
|
<filter invisible="1" string="Today Activities" name="activities_today"
|
|
domain="[('activity_ids.date_deadline', '=', context_today().strftime('%Y-%m-%d'))]"/>
|
|
<filter invisible="1" string="Future Activities" name="activities_upcoming_all"
|
|
domain="[('activity_ids.date_deadline', '>', context_today().strftime('%Y-%m-%d'))]"/>
|
|
<separator/>
|
|
<filter string="Archived" name="inactive" domain="[('active', '=', False)]"/>
|
|
<group expand="0" string="Group By" colspan="16">
|
|
<filter string="Salesperson" name="salesperson" context="{'group_by':'user_id'}"/>
|
|
<filter string="Sales Team" name="saleschannel" context="{'group_by':'team_id'}"/>
|
|
<filter name="stage" string="Stage" context="{'group_by':'stage_id'}"/>
|
|
<filter name="city" string="City" context="{'group_by': 'city'}"/>
|
|
<filter string="Country" name="country" context="{'group_by':'country_id'}" />
|
|
<filter string="Lost Reason" name="lostreason" context="{'group_by':'lost_reason'}"/>
|
|
<filter string="Company" name="company" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
|
|
<filter string="Campaign" name="compaign" domain="[]" context="{'group_by':'campaign_id'}"/>
|
|
<filter string="Medium" name="medium" domain="[]" context="{'group_by':'medium_id'}"/>
|
|
<filter string="Source" name="source" domain="[]" context="{'group_by':'source_id'}"/>
|
|
<separator orientation="vertical" />
|
|
<filter string="Creation Date" context="{'group_by':'create_date:month'}" name="month"/>
|
|
<filter string="Conversion Date" name="date_conversion" context="{'group_by': 'date_conversion'}" groups="crm.group_use_lead"/>
|
|
<filter string="Expected Closing" name="date_deadline" context="{'group_by':'date_deadline'}"/>
|
|
<filter string="Closed Date" name="date_closed" context="{'group_by':'date_closed'}"/>
|
|
</group>
|
|
</search>
|
|
</field>
|
|
</record>
|
|
|
|
<!--
|
|
'Mark as Lost' in action dropdown
|
|
-->
|
|
<record id="action_mark_as_lost" model="ir.actions.server">
|
|
<field name="name">Mark as lost</field>
|
|
<field name="model_id" ref="model_crm_lead"/>
|
|
<field name="binding_model_id" ref="crm.model_crm_lead"/>
|
|
<field name="binding_view_types">list</field>
|
|
<field name="state">code</field>
|
|
<field name="code">
|
|
if record:
|
|
action_values = env.ref('crm.crm_lead_lost_action').sudo().read()[0]
|
|
action_values.update({'context': env.context})
|
|
action = action_values
|
|
</field>
|
|
</record>
|
|
|
|
<!-- Lead Menu -->
|
|
<record model="ir.actions.act_window" id="crm_lead_all_leads">
|
|
<field name="name">Leads</field>
|
|
<field name="res_model">crm.lead</field>
|
|
<field name="view_mode">tree,kanban,graph,pivot,calendar,form,activity</field>
|
|
<field name="domain">['|', ('type','=','lead'), ('type','=',False)]</field>
|
|
<field name="search_view_id" ref="crm.view_crm_case_leads_filter"/>
|
|
<field name="context">{
|
|
'default_type':'lead',
|
|
'search_default_type': 'lead',
|
|
'search_default_to_process':1,
|
|
}
|
|
</field>
|
|
</record>
|
|
|
|
<record id="crm_lead_all_leads_view_tree" model="ir.actions.act_window.view">
|
|
<field name="sequence" eval="1"/>
|
|
<field name="view_mode">tree</field>
|
|
<field name="view_id" ref="crm_case_tree_view_leads"/>
|
|
<field name="act_window_id" ref="crm_lead_all_leads"/>
|
|
</record>
|
|
|
|
<record id="crm_lead_all_leads_view_kanban" model="ir.actions.act_window.view">
|
|
<field name="sequence" eval="2"/>
|
|
<field name="view_mode">kanban</field>
|
|
<field name="view_id" ref="view_crm_lead_kanban"/>
|
|
<field name="act_window_id" ref="crm_lead_all_leads"/>
|
|
</record>
|
|
|
|
<record id="crm_lead_all_leads_view_calendar" model="ir.actions.act_window.view">
|
|
<field name="sequence" eval="3"/>
|
|
<field name="view_mode">calendar</field>
|
|
<field name="view_id" ref="crm_case_calendar_view_leads"/>
|
|
<field name="act_window_id" ref="crm_lead_all_leads"/>
|
|
</record>
|
|
|
|
<record id="crm_lead_all_leads_view_pivot" model="ir.actions.act_window.view">
|
|
<field name="sequence" eval="4"/>
|
|
<field name="view_mode">pivot</field>
|
|
<field name="view_id" ref="crm_lead_view_pivot"/>
|
|
<field name="act_window_id" ref="crm_lead_all_leads"/>
|
|
</record>
|
|
|
|
<record id="crm_lead_all_leads_view_graph" model="ir.actions.act_window.view">
|
|
<field name="sequence" eval="5"/>
|
|
<field name="view_mode">graph</field>
|
|
<field name="view_id" ref="crm_lead_view_graph"/>
|
|
<field name="act_window_id" ref="crm_lead_all_leads"/>
|
|
</record>
|
|
|
|
<record id="crm_menu_leads" model="ir.ui.menu">
|
|
<field name="action" ref="crm.crm_lead_all_leads"/>
|
|
</record>
|
|
|
|
<!-- My Activities Menu -->
|
|
<record id="crm_lead_action_my_activities" model="ir.actions.act_window">
|
|
<field name="name">My Activities</field>
|
|
<field name="res_model">crm.lead</field>
|
|
<field name="view_mode">tree,kanban,graph,pivot,calendar,form,activity</field>
|
|
<field name="view_id" ref="crm_lead_view_list_activities"/>
|
|
<field name="domain">[('activity_ids','!=',False)]</field>
|
|
<field name="search_view_id" ref="crm.view_crm_case_my_activities_filter"/>
|
|
<field name="context">{'default_type': 'opportunity',
|
|
'search_default_assigned_to_me': 1}
|
|
</field>
|
|
</record>
|
|
|
|
<record id="crm_lead_action_my_activities_view_tree" model="ir.actions.act_window.view">
|
|
<field name="sequence">1</field>
|
|
<field name="view_mode">tree</field>
|
|
<field name="view_id" ref="crm.crm_lead_view_list_activities"/>
|
|
<field name="act_window_id" ref="crm_lead_action_my_activities"/>
|
|
</record>
|
|
|
|
<!-- 'My Pipeline' menu : Server action, act_window_views and act_windows -->
|
|
<record model="ir.actions.act_window" id="crm_lead_opportunities">
|
|
<field name="name">Opportunities</field>
|
|
<field name="res_model">crm.lead</field>
|
|
<field name="view_mode">kanban,tree,graph,pivot,form,calendar,activity</field>
|
|
<field name="domain">[('type','=','opportunity')]</field>
|
|
<field name="context">{
|
|
'default_type': 'opportunity',
|
|
}
|
|
</field>
|
|
<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
|
|
</record>
|
|
|
|
<record id="crm_lead_opportunities_view_kanban" model="ir.actions.act_window.view">
|
|
<field name="sequence" eval="0"/>
|
|
<field name="view_mode">kanban</field>
|
|
<field name="view_id" ref="crm_case_kanban_view_leads"/>
|
|
<field name="act_window_id" ref="crm_lead_opportunities"/>
|
|
</record>
|
|
|
|
<record id="crm_lead_opportunities_view_tree" model="ir.actions.act_window.view">
|
|
<field name="sequence" eval="1"/>
|
|
<field name="view_mode">tree</field>
|
|
<field name="view_id" ref="crm.crm_case_tree_view_oppor"/>
|
|
<field name="act_window_id" ref="crm_lead_opportunities"/>
|
|
</record>
|
|
|
|
<record id="crm_lead_opportunities_view_graph" model="ir.actions.act_window.view">
|
|
<field name="sequence" eval="3"/>
|
|
<field name="view_mode">graph</field>
|
|
<field name="view_id" ref="crm_lead_view_graph"/>
|
|
<field name="act_window_id" ref="crm_lead_opportunities"/>
|
|
</record>
|
|
|
|
<record id="crm_lead_opportunities_view_pivot" model="ir.actions.act_window.view">
|
|
<field name="sequence" eval="4"/>
|
|
<field name="view_mode">pivot</field>
|
|
<field name="view_id" ref="crm_lead_view_pivot"/>
|
|
<field name="act_window_id" ref="crm_lead_opportunities"/>
|
|
</record>
|
|
|
|
<record id="crm_lead_opportunities_view_calendar" model="ir.actions.act_window.view">
|
|
<field name="sequence" eval="5"/>
|
|
<field name="view_mode">calendar</field>
|
|
<field name="view_id" ref="crm_case_calendar_view_leads"/>
|
|
<field name="act_window_id" ref="crm_lead_opportunities"/>
|
|
</record>
|
|
|
|
<record id="action_your_pipeline" model="ir.actions.server">
|
|
<field name="name">Crm: My Pipeline</field>
|
|
<field name="model_id" ref="crm.model_crm_team"/>
|
|
<field name="state">code</field>
|
|
<field name="groups_id" eval="[(4, ref('base.group_user'))]"/>
|
|
<field name="code">action = model.action_your_pipeline()</field>
|
|
</record>
|
|
|
|
<record model="ir.actions.act_window" id="crm_lead_action_pipeline">
|
|
<field name="name">Pipeline</field>
|
|
<field name="res_model">crm.lead</field>
|
|
<field name="view_mode">kanban,tree,graph,pivot,form,calendar,activity</field>
|
|
<field name="domain">[('type','=','opportunity')]</field>
|
|
<field name="context">{
|
|
'default_type': 'opportunity',
|
|
'search_default_assigned_to_me': 1
|
|
}</field>
|
|
<field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
|
|
</record>
|
|
|
|
<record id="crm_lead_action_pipeline_view_kanban" model="ir.actions.act_window.view">
|
|
<field name="sequence" eval="0"/>
|
|
<field name="view_mode">kanban</field>
|
|
<field name="view_id" ref="crm_case_kanban_view_leads"/>
|
|
<field name="act_window_id" ref="crm_lead_action_pipeline"/>
|
|
</record>
|
|
|
|
<record id="crm_lead_action_pipeline_view_tree" model="ir.actions.act_window.view">
|
|
<field name="sequence" eval="1"/>
|
|
<field name="view_mode">tree</field>
|
|
<field name="view_id" ref="crm.crm_case_tree_view_oppor"/>
|
|
<field name="act_window_id" ref="crm_lead_action_pipeline"/>
|
|
</record>
|
|
|
|
<record id="crm_lead_action_pipeline_view_calendar" model="ir.actions.act_window.view">
|
|
<field name="sequence" eval="2"/>
|
|
<field name="view_mode">calendar</field>
|
|
<field name="view_id" ref="crm_case_calendar_view_leads"/>
|
|
<field name="act_window_id" ref="crm_lead_action_pipeline"/>
|
|
</record>
|
|
|
|
<record id="crm_lead_action_pipeline_view_pivot" model="ir.actions.act_window.view">
|
|
<field name="sequence" eval="3"/>
|
|
<field name="view_mode">pivot</field>
|
|
<field name="view_id" ref="crm_lead_view_pivot"/>
|
|
<field name="act_window_id" ref="crm_lead_action_pipeline"/>
|
|
</record>
|
|
|
|
<record id="crm_lead_action_pipeline_view_graph" model="ir.actions.act_window.view">
|
|
<field name="sequence" eval="5"/>
|
|
<field name="view_mode">graph</field>
|
|
<field name="view_id" ref="crm_lead_view_graph"/>
|
|
<field name="act_window_id" ref="crm_lead_action_pipeline"/>
|
|
</record>
|
|
|
|
<record id="menu_crm_opportunities" model="ir.ui.menu">
|
|
<field name="action" ref="crm.action_your_pipeline"/>
|
|
</record>
|
|
<record id="crm_menu_root" model="ir.ui.menu">
|
|
<field name="action" ref="crm.action_your_pipeline"/>
|
|
</record>
|
|
<record id="crm_lead_menu_my_activities" model="ir.ui.menu">
|
|
<field name="action" ref="crm.crm_lead_action_my_activities"/>
|
|
</record>
|
|
</odoo>
|