amdi-odoo
7747b9e2ba
Purpose ======= Fix the inline input fields which width seems broken because of the new always edit mode. Specifications ============== Fix the leads generation form inlined inputs display by reducing the inputs width to match their content display. Fix the lead form view to align the expected revenue with the probability for better UI. Fix the geolocation field and send email button of the Assigned Partner form tab by restoring their inline property. Because of the form grid layout, nested groups had to be used to correctly restore the display. Alternative solutions modify the DOM too much, which could lead to more xpath and inheritance issues. Task-2996467 X-original-commit: 8edd4c96ddd1fc48ea0a1b6607233f018b4cf52a Part-of: odoo/odoo#106570
1307 lines
84 KiB
XML
1307 lines
84 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="Won"
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type="object" class="oe_highlight" data-hotkey="w" title="Mark as won"
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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="Lost" data-hotkey="l" title="Mark as lost"
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type="action" 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)]}" data-hotkey="v"/>
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<button name="toggle_active" string="Restore" type="object" data-hotkey="z"
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attrs="{'invisible': ['|', ('probability', '>', 0), ('active', '=', True)]}"/>
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<button name="action_set_lost" string="Lost" type="object" data-hotkey="l" title="Mark as lost"
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attrs="{'invisible': ['|', ('type', '=', 'opportunity'), '&', ('probability', '=', 0), ('active', '=', False)]}"/>
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<field name="stage_id" widget="statusbar" class="o_field_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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<sheet>
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<field name="active" invisible="1"/>
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<field name="company_id" 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="calendar_event_count" class="o_stat_value"/>
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<span class="o_stat_text" attrs="{'invisible': [('calendar_event_count', '<', 2)]}"> Meetings</span>
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<span class="o_stat_text" attrs="{'invisible': [('calendar_event_count', '>', 1)]}"> Meeting</span>
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</div>
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</button>
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<button name="action_show_potential_duplicates" type="object"
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class="oe_stat_button" icon="fa-star"
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attrs="{'invisible': [('duplicate_lead_count', '<', 1)]}">
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<div class="o_stat_info">
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<field name="duplicate_lead_count" class="o_stat_value"/>
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<span class="o_stat_text" attrs="{'invisible': [('duplicate_lead_count', '<', 2)]}">Similar Leads</span>
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<span class="o_stat_text" attrs="{'invisible': [('duplicate_lead_count', '>', 1)]}">Similar Lead</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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<h1><field class="text-break" name="name" placeholder="e.g. Product Pricing"/></h1>
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<h2 class="d-flex gap-2 g-0 align-items-end pb-3">
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<div attrs="{'invisible': [('type', '=', 'lead')]}">
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<label for="expected_revenue" class="oe_edit_only pb-1" />
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<div class="d-flex align-items-end">
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<field name="company_currency" invisible="1"/>
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<field name="expected_revenue" class="oe_inline o_input_8ch" 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 attrs="{'invisible': [('type', '=', 'lead')]}" groups="crm.group_use_recurring_revenues">
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<field name="recurring_revenue" class="oe_inline o_input_10ch" widget="monetary" options="{'currency_field': 'company_currency'}"/>
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</div>
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<div attrs="{'invisible': [('type', '=', 'lead')]}" groups="crm.group_use_recurring_revenues">
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<div class="d-flex align-items-end ps-2">
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<field name="recurring_plan" class="oe_inline o_input_12ch" 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>
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<div class="oe_edit_only d-md-flex align-items-center">
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<label for="probability"/>
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<div class="d-flex align-items-center">
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<button class="ps-0 ps-md-2 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 d-flex" 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>
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<div id="probability" class="d-inline-block">
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<field name="is_automated_probability" invisible="1"/>
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<field name="probability" widget="float" class="oe_inline o_input_6ch"/>
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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="is_partner_visible" invisible='1'/>
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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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'default_lang': lang_code,
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'show_vat': True
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}" attrs="{'invisible': [('is_partner_visible', '=', False)]}"/>
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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_active_count" invisible="1"/>
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<field name="lang_code" invisible="1"/>
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<field name="lang_id" attrs="{'invisible': [('lang_active_count', '<=', 1)]}"
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options="{'no_quick_create': True, 'no_create_edit': True, 'no_open': True}"/>
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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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'default_lang': lang_code,
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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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<field name="partner_email_update" invisible="1"/>
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<field name="partner_phone_update" 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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<span class="fa fa-exclamation-triangle text-warning oe_edit_only"
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title="By saving this change, the customer email will also be updated."
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attrs="{'invisible': [('partner_email_update', '=', False)]}"/>
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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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<span class="fa fa-exclamation-triangle text-warning oe_edit_only"
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title="By saving this change, the customer phone number will also be updated."
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attrs="{'invisible': [('partner_phone_update', '=', False)]}"/>
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</div>
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<field name="lost_reason_id" attrs="{'invisible': [('active', '=', True)]}"/>
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<field name="date_conversion" invisible="1"/>
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<field name="user_company_ids" invisible="1"/>
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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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<field name="partner_email_update" invisible="1"/>
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<field name="partner_phone_update" 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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<span class="fa fa-exclamation-triangle text-warning oe_edit_only"
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title="By saving this change, the customer email will also be updated."
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attrs="{'invisible': [('partner_email_update', '=', False)]}"/>
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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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<span class="fa fa-exclamation-triangle text-warning oe_edit_only"
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title="By saving this change, the customer phone number will also be updated."
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attrs="{'invisible': [('partner_phone_update', '=', False)]}"/>
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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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<field name="type" invisible="1"/>
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<group attrs="{'invisible': [('type', '=', 'lead')]}">
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<field name="user_id"
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context="{'default_sales_team_id': team_id}" widget="many2one_avatar_user"/>
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<label for="date_deadline">Expected Closing</label>
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<div class="o_lead_opportunity_form_inline_fields">
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<field name="date_deadline" nolabel="1" class="oe_inline"/>
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<field name="priority" widget="priority" nolabel="1" class="oe_inline align-top"/>
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</div>
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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 attrs="{'invisible': [('type', '=', 'opportunity')]}">
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<field name="user_id"
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context="{'default_sales_team_id': team_id}" widget="many2one_avatar_user"/>
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<field name="team_id" options="{'no_open': True, 'no_create': True}"/>
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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>
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<field attrs="{'invisible': [('team_id', '=', False)]}"
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name="lead_properties" nolabel="1" columns="2" hideKanbanOption="1"/>
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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..." options="{'collaborative': true}" />
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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="Marketing" 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_active_count" invisible="1"/>
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<field name="lang_id" attrs="{'invisible': [('lang_active_count', '<=', 1)]}"
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options="{'no_quick_create': True, 'no_create_edit': True, 'no_open': 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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<field name="referred"/>
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</group>
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<group string="Tracking" name="Misc">
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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="team_id" options="{'no_open': True, 'no_create': True}"/>
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<field name="day_open" />
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<field name="day_close"/>
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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>
|
|
</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="company_id" invisible="1"/>
|
|
<field name="user_company_ids" invisible="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="hide" class="o_force_ltr"/>
|
|
<field name="company_id" groups="base.group_multi_company" optional="hide"/>
|
|
<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="campaign_id" optional="hide"/>
|
|
<field name="referred" invisible="1"/>
|
|
<field name="medium_id" optional="hide"/>
|
|
<field name="source_id" optional="hide"/>
|
|
<field name="probability" string="Probability (%)" 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" 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"/>
|
|
<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="avatar_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,
|
|
'default_user_id': user_id,
|
|
'default_team_id': team_id,
|
|
'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>
|
|
<div class="o_row">
|
|
<field name="expected_revenue" class="oe_inline me-5" widget="monetary" options="{'currency_field': 'company_currency'}"/>
|
|
<field name="priority" class="oe_inline" nolabel="1" widget="priority"/>
|
|
</div>
|
|
<div class="o_row" groups="crm.group_use_recurring_revenues">
|
|
<field name="recurring_revenue" class="oe_inline" 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>
|
|
</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"/>
|
|
<field name="activity_ids" 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">
|
|
<field name="user_id" widget="many2one_avatar_user"/>
|
|
<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" js_class="crm_kanban">
|
|
<field name="stage_id" options='{"group_by_tooltip": {"requirements": "Description"}}'/>
|
|
<field name="probability"/>
|
|
<field name="color"/>
|
|
<field name="priority"/>
|
|
<field name="expected_revenue"/>
|
|
<field name="kanban_state"/>
|
|
<field name="activity_date_deadline"/>
|
|
<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" />
|
|
<field name="recurring_revenue_monthly"/>
|
|
<progressbar field="activity_state" colors='{"planned": "success", "today": "warning", "overdue": "danger"}'
|
|
sum_field="expected_revenue" recurring_revenue_sum_field="recurring_revenue_monthly"
|
|
help="This bar allows to filter the opportunities based on scheduled activities."/>
|
|
<templates>
|
|
<t t-name="kanban-box">
|
|
<t t-set="lost_ribbon" t-value="!record.active.raw_value and record.probability and record.probability.raw_value == 0"/>
|
|
<div t-attf-class="#{!selection_mode ? kanban_color(record.color.raw_value) : ''} #{lost_ribbon ? 'oe_kanban_card_ribbon' : ''} oe_kanban_global_click oe_kanban_card d-flex flex-column">
|
|
<div class="ribbon ribbon-top-right"
|
|
attrs="{'invisible': ['|', ('probability', '>', 0), ('active', '=', True)]}">
|
|
<span class="bg-danger">Lost</span>
|
|
</div>
|
|
|
|
<div class="o_dropdown_kanban dropdown">
|
|
<a class="dropdown-toggle o-no-caret btn" role="button" data-bs-toggle="dropdown" data-bs-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 flex-grow-1">
|
|
<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" groups="crm.group_use_recurring_revenues"> + </span>
|
|
</t>
|
|
<t t-if="record.recurring_revenue and record.recurring_revenue.raw_value">
|
|
<field class="me-1" name="recurring_revenue" widget="monetary" options="{'currency_field': 'company_currency'}" groups="crm.group_use_recurring_revenues"/>
|
|
<field name="recurring_plan" groups="crm.group_use_recurring_revenues"/>
|
|
</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>
|
|
<div class="oe_kanban_footer">
|
|
<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="clearfix"/>
|
|
</div>
|
|
</t>
|
|
</templates>
|
|
</kanban>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="crm_lead_view_kanban_forecast" model="ir.ui.view">
|
|
<field name="name">crm.lead.view.kanban.forecast</field>
|
|
<field name="model">crm.lead</field>
|
|
<field name="inherit_id" ref="crm.crm_case_kanban_view_leads"/>
|
|
<field name="mode">primary</field>
|
|
<field name="priority">32</field>
|
|
<field name="arch" type="xml">
|
|
<xpath expr="//kanban" position="attributes">
|
|
<attribute name="default_group_by">date_deadline</attribute>
|
|
<attribute name="js_class">forecast_kanban</attribute>
|
|
</xpath>
|
|
<xpath expr="//kanban" position="inside">
|
|
<field name="date_deadline" allow_group_range_value="true"/>
|
|
</xpath>
|
|
<xpath expr="//field[@name='expected_revenue']" position="replace">
|
|
<field name="prorated_revenue"/>
|
|
<field name="recurring_revenue"/>
|
|
</xpath>
|
|
<xpath expr="//field[@name='recurring_revenue_monthly']" position="replace">
|
|
<field name="recurring_revenue_monthly_prorated"/>
|
|
</xpath>
|
|
<xpath expr="//progressbar" position="attributes">
|
|
<attribute name="sum_field">prorated_revenue</attribute>
|
|
<attribute name="recurring_revenue_sum_field">recurring_revenue_monthly_prorated</attribute>
|
|
</xpath>
|
|
<xpath expr="//t[@t-set='lost_ribbon']" position="after">
|
|
<t t-set="won_ribbon" t-value="record.active.raw_value and record.probability and record.probability.raw_value == 100"/>
|
|
</xpath>
|
|
<xpath expr="//div[contains(@t-attf-class, 'oe_kanban_card')]" position="attributes">
|
|
<attribute name="t-attf-class">
|
|
#{!selection_mode ? kanban_color(record.color.raw_value) : ''}
|
|
#{lost_ribbon || won_ribbon ? 'oe_kanban_card_ribbon' : ''}
|
|
oe_kanban_global_click oe_kanban_card d-flex flex-column
|
|
</attribute>
|
|
</xpath>
|
|
<xpath expr="//div[hasclass('ribbon')]" position="replace">
|
|
<div class="ribbon ribbon-top-right"
|
|
attrs="{'invisible': ['&', '|', ('probability', '>', 0), ('active', '=', True),
|
|
'|', ('probability', '<', 100), ('active', '=', False)]}">
|
|
<span t-if="won_ribbon" class="bg-success">Won</span>
|
|
<span t-elif="lost_ribbon" class="bg-danger">Lost</span>
|
|
</div>
|
|
</xpath>
|
|
<xpath expr="//div[hasclass('o_kanban_record_subtitle')]" position="replace">
|
|
<div class="o_kanban_record_subtitle">
|
|
<t t-if="record.prorated_revenue.raw_value">
|
|
<field name="prorated_revenue" widget="monetary" options="{'currency_field': 'company_currency'}"/>
|
|
<span t-if="record.recurring_revenue and record.recurring_revenue.raw_value" groups="crm.group_use_recurring_revenues"> + </span>
|
|
</t>
|
|
<t t-if="record.recurring_revenue and record.recurring_revenue.raw_value">
|
|
<field class="me-1" name="recurring_revenue_prorated" widget="monetary" options="{'currency_field': 'company_currency'}" groups="crm.group_use_recurring_revenues"/>
|
|
<field name="recurring_plan" groups="crm.group_use_recurring_revenues"/>
|
|
</t>
|
|
</div>
|
|
</xpath>
|
|
</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="[('my_activity_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="[('my_activity_date_deadline', '=', context_today().strftime('%Y-%m-%d'))]"/>
|
|
<filter invisible="1" string="Future Activities" name="activities_upcoming_all"
|
|
domain="[('my_activity_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="company_id" invisible="1"/>
|
|
<field name="user_company_ids" invisible="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" optional="hide" class="o_force_ltr"/>
|
|
<field name="company_id" groups="base.group_multi_company" optional="hide"/>
|
|
<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" widget="priority"/>
|
|
<field name="activity_ids" widget="list_activity"/>
|
|
<field name="activity_user_id" optional="hide" string="Activity by" widget="many2one_avatar_user"/>
|
|
<field name="my_activity_date_deadline" string="My Deadline" widget="remaining_days" options="{'allow_order': '1'}"/>
|
|
<field name="activity_calendar_event_id" invisible="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="date_deadline" optional="hide"/>
|
|
<field name="recurring_revenue_monthly" sum="Expected MRR" optional="show" widget="monetary"
|
|
options="{'currency_field': 'company_currency'}" groups="crm.group_use_recurring_revenues"/>
|
|
<field name="recurring_revenue" sum="Recurring Revenue" optional="hide" widget="monetary"
|
|
options="{'currency_field': 'company_currency'}" groups="crm.group_use_recurring_revenues"/>
|
|
<field name="recurring_plan" optional="hide" groups="crm.group_use_recurring_revenues"/>
|
|
<field name="stage_id" optional="show" decoration-bf="1"/>
|
|
<field name="active" invisible="1"/>
|
|
<field name="probability" string="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="%(crm.action_lead_mail_compose)d" type="action" string="Email" icon="fa-envelope"/>
|
|
<button name="action_reschedule_meeting" class="text-warning" type="object" string="Reschedule"
|
|
icon="fa-calendar" attrs="{'invisible': ['|', ('my_activity_date_deadline', '=', False),
|
|
('activity_calendar_event_id', '=', False)]}"/>
|
|
<button name="action_snooze" class="text-warning" type="object" string="Snooze 7d"
|
|
icon="fa-bell-slash" attrs="{'invisible': ['|', ('my_activity_date_deadline', '=', False),
|
|
('activity_calendar_event_id', '!=', False)]}"/>
|
|
</tree>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="crm_lead_view_tree_forecast" model="ir.ui.view">
|
|
<field name="name">crm.lead.view.tree.forecast</field>
|
|
<field name="model">crm.lead</field>
|
|
<field name="inherit_id" ref="crm.crm_case_tree_view_oppor"/>
|
|
<field name="mode">primary</field>
|
|
<field name="priority">32</field>
|
|
<field name="arch" type="xml">
|
|
<xpath expr="//tree" position="attributes">
|
|
<attribute name="js_class">forecast_list</attribute>
|
|
</xpath>
|
|
<xpath expr="//field[@name='expected_revenue']" position="attributes">
|
|
<attribute name="optional">hide</attribute>
|
|
</xpath>
|
|
<xpath expr="//field[@name='expected_revenue']" position="after">
|
|
<field name="prorated_revenue" sum="Prorated Revenues" optional="show" widget="monetary" options="{'currency_field': 'company_currency'}"/>
|
|
</xpath>
|
|
</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">my_activity_date_deadline</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="[('my_activity_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="[('my_activity_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="[('my_activity_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"/>
|
|
<field name="user_id"/>
|
|
<field name="color" invisible="1"/>
|
|
</graph>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="crm_lead_view_graph_forecast" model="ir.ui.view">
|
|
<field name="name">crm.lead.view.graph.forecast</field>
|
|
<field name="model">crm.lead</field>
|
|
<field name="priority">32</field>
|
|
<field name="arch" type="xml">
|
|
<graph string="Opportunities Forecast" sample="1" js_class="forecast_graph">
|
|
<field name="date_deadline"/>
|
|
<field name="prorated_revenue" type="measure"/>
|
|
<field name="automated_probability" invisible="1"/>
|
|
<field name="color" invisible="1"/>
|
|
<field name="day_open" invisible="1"/>
|
|
<field name="day_close" invisible="1"/>
|
|
<field name="message_bounce" invisible="1"/>
|
|
<field name="probability" invisible="1"/>
|
|
<field name="recurring_revenue_monthly" groups="crm.group_use_recurring_revenues"/>
|
|
<field name="recurring_revenue_monthly_prorated" groups="crm.group_use_recurring_revenues"/>
|
|
<field name="recurring_revenue" groups="crm.group_use_recurring_revenues"/>
|
|
</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="color" invisible="1"/>
|
|
<field name="automated_probability" invisible="1"/>
|
|
<field name="message_bounce" invisible="1"/>
|
|
<field name="probability" invisible="1"/>
|
|
<field name="recurring_revenue_monthly" type="measure" groups="crm.group_use_recurring_revenues"/>
|
|
<field name="recurring_revenue_monthly_prorated" groups="crm.group_use_recurring_revenues"/>
|
|
<field name="recurring_revenue" groups="crm.group_use_recurring_revenues"/>
|
|
</pivot>
|
|
</field>
|
|
</record>
|
|
|
|
<record id="crm_lead_view_pivot_forecast" model="ir.ui.view">
|
|
<field name="name">crm.lead.view.pivot.forecast</field>
|
|
<field name="model">crm.lead</field>
|
|
<field name="priority">32</field>
|
|
<field name="arch" type="xml">
|
|
<pivot string="Forecast Analysis" sample="1" js_class="forecast_pivot">
|
|
<field name="date_deadline" interval="month" type="row"/>
|
|
<field name="stage_id" type="col"/>
|
|
<field name="prorated_revenue" type="measure"/>
|
|
<field name="automated_probability" invisible="1"/>
|
|
<field name="color" invisible="1"/>
|
|
<field name="day_open" invisible="1"/>
|
|
<field name="day_close" invisible="1"/>
|
|
<field name="message_bounce" invisible="1"/>
|
|
<field name="probability" invisible="1"/>
|
|
<field name="recurring_revenue_monthly" groups="crm.group_use_recurring_revenues"/>
|
|
<field name="recurring_revenue_monthly_prorated" groups="crm.group_use_recurring_revenues"/>
|
|
<field name="recurring_revenue" groups="crm.group_use_recurring_revenues"/>
|
|
</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)]" groups="mail.group_mail_notification_type_inbox"/>
|
|
<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_closed', '=', False), ('date_deadline', '<', context_today().strftime('%Y-%m-%d'))]"/>
|
|
<filter invisible="1" string="Late Activities" name="activities_overdue"
|
|
domain="[('my_activity_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="[('my_activity_date_deadline', '=', context_today().strftime('%Y-%m-%d'))]"/>
|
|
<filter invisible="1" string="Future Activities" name="activities_upcoming_all"
|
|
domain="[('my_activity_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_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" name="month" context="{'group_by':'create_date:month'}"
|
|
invisible="context.get('crm_lead_view_hide_month')"/>
|
|
<filter string="Creation Date" name="group_by_create_date_day" context="{'group_by':'create_date:day'}"
|
|
invisible="not context.get('crm_lead_view_hide_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>
|
|
|
|
<record id="crm_lead_view_search_forecast" model="ir.ui.view">
|
|
<field name="name">crm.lead.view.search.forecast</field>
|
|
<field name="model">crm.lead</field>
|
|
<field name="inherit_id" ref="crm.view_crm_case_opportunities_filter"/>
|
|
<field name="mode">primary</field>
|
|
<field name="priority">32</field>
|
|
<field name="arch" type="xml">
|
|
<xpath expr="//filter[@name='assigned_to_me']" position="before">
|
|
<filter name="forecast" string="Upcoming Closings" context="{'forecast_filter':1}"/>
|
|
<separator/>
|
|
</xpath>
|
|
<xpath expr="//filter[@name='date_deadline']" position="replace"/>
|
|
<filter name="month" position="before">
|
|
<filter string="Expected Closing" name="date_deadline" context="{'group_by':'date_deadline:month'}"/>
|
|
</filter>
|
|
</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>
|
|
<field name="help" type="html">
|
|
<p class="o_view_nocontent_smiling_face">
|
|
Create a Lead
|
|
</p><p>
|
|
Leads are the qualification step before the creation of an opportunity.
|
|
</p>
|
|
</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>
|
|
|
|
<!-- 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>
|
|
<field name="help" type="html">
|
|
<p class="o_view_nocontent_smiling_face">
|
|
Looks like nothing is planned.
|
|
</p><p>
|
|
Schedule activities to keep track of everything you have to do.
|
|
</p>
|
|
</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 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="crm_lead_action_forecast" model="ir.actions.act_window">
|
|
<field name="name">Forecast</field>
|
|
<field name="res_model">crm.lead</field>
|
|
<field name="view_mode">kanban,graph,pivot,tree,form</field>
|
|
<field name="domain">[('type', '=', 'opportunity')]</field>
|
|
<field name="context">{
|
|
'default_type': 'opportunity',
|
|
'search_default_assigned_to_me': 1,
|
|
'search_default_forecast': 1,
|
|
'search_default_date_deadline': 1,
|
|
'forecast_field': 'date_deadline'
|
|
}</field>
|
|
<field name="help" type="html">
|
|
<p class="o_view_nocontent_smiling_face">
|
|
No opportunity to display!
|
|
</p><p>
|
|
Easily set expected closing dates and overview your revenue streams.
|
|
</p>
|
|
</field>
|
|
<field name="search_view_id" ref="crm.crm_lead_view_search_forecast"/>
|
|
</record>
|
|
|
|
<record id="crm_lead_action_forecast_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_lead_view_kanban_forecast"/>
|
|
<field name="act_window_id" ref="crm_lead_action_forecast"/>
|
|
</record>
|
|
|
|
<record id="crm_lead_action_forecast_view_graph" model="ir.actions.act_window.view">
|
|
<field name="sequence" eval="1"/>
|
|
<field name="view_mode">graph</field>
|
|
<field name="view_id" ref="crm_lead_view_graph_forecast"/>
|
|
<field name="act_window_id" ref="crm_lead_action_forecast"/>
|
|
</record>
|
|
|
|
<record id="crm_lead_action_forecast_view_pivot" model="ir.actions.act_window.view">
|
|
<field name="sequence" eval="2"/>
|
|
<field name="view_mode">pivot</field>
|
|
<field name="view_id" ref="crm_lead_view_pivot_forecast"/>
|
|
<field name="act_window_id" ref="crm_lead_action_forecast"/>
|
|
</record>
|
|
|
|
<record id="crm_lead_action_forecast_view_tree" model="ir.actions.act_window.view">
|
|
<field name="sequence" eval="3"/>
|
|
<field name="view_mode">tree</field>
|
|
<field name="view_id" ref="crm_lead_view_tree_forecast"/>
|
|
<field name="act_window_id" ref="crm_lead_action_forecast"/>
|
|
</record>
|
|
|
|
<!-- create a lead from 'Teams' kanban -->
|
|
<record id="crm_lead_action_open_lead_form" model="ir.actions.act_window">
|
|
<field name="name">New Lead</field>
|
|
<field name="res_model">crm.lead</field>
|
|
<field name="type">ir.actions.act_window</field>
|
|
<field name="view_mode">form</field>
|
|
<field name="view_id" ref="crm_lead_view_form"/>
|
|
<field name="domain">[('type','=','lead')]</field>
|
|
<field name="context">{
|
|
'search_default_team_id': [active_id],
|
|
'default_team_id': active_id,
|
|
'default_type': 'lead',
|
|
}</field>
|
|
<field name="search_view_id" ref="crm.view_crm_case_leads_filter"/>
|
|
</record>
|
|
</odoo>
|