587 lines
34 KiB
XML
587 lines
34 KiB
XML
<?xml version="1.0"?>
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<openerp>
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<data>
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<!--
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CRM CASE STAGE
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-->
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<!-- Stage Search view -->
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<record id="crm_lead_stage_search" model="ir.ui.view">
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<field name="name">Stage - Search</field>
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<field name="model">crm.case.stage</field>
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<field name="arch" type="xml">
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<search string="Stage Search">
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<field name="name" string="Stage Name"/>
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<field name="state"/>
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<field name="type"/>
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</search>
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</field>
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</record>
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<!-- Stage Form view -->
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<record id="crm_lead_stage_act" model="ir.actions.act_window">
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<field name="name">Stages</field>
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<field name="res_model">crm.case.stage</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm.crm_case_stage_tree"/>
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<field name="help" type="html">
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<p class="oe_view_nocontent_create">
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Click to set a new stage in your lead/opportunity pipeline.
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</p><p>
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Stages will allow salespersons to easily track how a specific
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lead or opportunity is positioned in the sales cycle.
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</p>
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</field>
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</record>
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<menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" name="Stages" sequence="0" parent="base.menu_crm_config_lead" groups="base.group_no_one"/>
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<!--
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LEADS/OPPORTUNITIES CATEGORIES
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-->
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<!-- Categories Form View -->
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<record id="crm_lead_categ_action" model="ir.actions.act_window">
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<field name="name">Sales Tags</field>
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<field name="res_model">crm.case.categ</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm_case_categ_tree-view"/>
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<field name="context" eval="{'object_id': ref('model_crm_lead')}"/>
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<field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
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<field name="help" type="html">
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<p class="oe_view_nocontent_create">
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Click to define a new sales tag.
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</p><p>
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Create specific tags that fit your company's activities
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to better classify and analyse your leads and opportunities.
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Such categories could for instance reflect your product
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structure or the different types of sales you do.
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</p>
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</field>
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</record>
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<menuitem action="crm_lead_categ_action"
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id="menu_crm_lead_categ" name="Sales Tags"
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parent="base.menu_crm_config_lead" sequence="1" groups="base.group_no_one"/>
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<!--
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LEADS
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-->
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<act_window
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id="act_crm_opportunity_crm_phonecall_new"
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name="Phone calls"
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groups="base.group_sale_salesman"
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res_model="crm.phonecall"
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view_mode="tree,calendar,form"
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context="{'default_duration': 1.0 ,'default_opportunity_id': active_id}"
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view_type="form"/>
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<act_window
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id="act_crm_opportunity_crm_meeting_new"
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name="Meetings"
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res_model="crm.meeting"
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view_mode="tree,form,calendar"
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context="{'default_duration': 4.0, 'default_opportunity_id': active_id}"
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view_type="form"/>
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<!-- CRM Lead Form View -->
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<record model="ir.ui.view" id="crm_case_form_view_leads">
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<field name="name">CRM - Leads Form</field>
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<field name="model">crm.lead</field>
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<field name="arch" type="xml">
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<form string="Leads Form" version="7.0">
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<header>
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<button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
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states="draft,open,pending" help="Convert to Opportunity" class="oe_highlight"/>
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<button name="case_reset" string="Reset" type="object"
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states="cancel"/>
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<button name="case_cancel" string="Cancel Case" type="object"
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states="draft,open,pending"/>
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<field name="stage_id" widget="statusbar" clickable="True"
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domain="['&', '|', ('case_default', '=', True), ('section_ids', '=', section_id), '|', ('type', '=', type), ('type', '=', 'both')]"
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on_change="onchange_stage_id(stage_id)"/>
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</header>
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<sheet>
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<div class="oe_right oe_button_box" name="buttons">
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<button string="Schedule/Log Call"
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name="%(opportunity2phonecall_act)d"
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type="action"/>
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</div>
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<div class="oe_title">
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<label for="name" class="oe_edit_only"/>
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<h1><field name="name" placeholder="Describe the lead..."/></h1>
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</div>
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<group>
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<group>
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<field name="partner_name" string="Company Name"/>
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<!-- Preload all the partner's information -->
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<field name="partner_id" string="Customer"
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on_change="on_change_partner(partner_id)"
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options='{"create_name_field": "name"}'
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context="{'default_name': contact_name, 'default_street': street, 'default_city': city, 'default_state_id': state_id, 'default_zip': zip, 'default_country_id': country_id, 'default_function': function, 'default_phone': phone, 'default_mobile': mobile, 'default_fax': fax, 'default_email': email_from, 'default_user_id': user_id, 'default_section_id': section_id}"/>
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<label for="street" string="Address"/>
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<div>
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<field name="street" placeholder="Street..."/>
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<field name="street2"/>
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<div class="address_format">
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<field name="city" placeholder="City" style="width: 40%%"/>
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<field name="state_id" on_change="onchange_state(state_id)" options='{"no_open": True}' placeholder="State" style="width: 24%%"/>
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<field name="zip" placeholder="ZIP" style="width: 34%%"/>
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</div>
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<field name="country_id" placeholder="Country" options='{"no_open": True}'/>
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</div>
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</group>
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<group>
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<label for="contact_name"/>
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<div>
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<field name="contact_name" class="oe_inline"/><span attrs="{'invisible': [('title', '=', '')]}">, </span>
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<field name="title" placeholder="Title" domain="[('domain', '=', 'contact')]" class="oe_inline" options='{"no_open": True}'/>
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</div>
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<field name="email_from" widget="email"/>
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<field name="function"/>
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<field name="phone"/>
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<field name="mobile"/>
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<field name="fax"/>
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<!--
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This should be integrated in Open Chatter
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<button string="Mail"
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name="%(mail.action_email_compose_message_wizard)d"
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icon="terp-mail-message-new" type="action" colspan="1"/>
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-->
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</group>
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<group>
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<field name="user_id" on_change="on_change_user(user_id, context)"/>
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<label for="section_id"/>
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<div>
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<field name="section_id"/>
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<button name="case_escalate" string="Escalate" type="object" attrs="{'invisible': ['|', ('section_id','=',False), ('state', 'not in', ['draft','open','pending'])]}"/>
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</div>
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<field name="type" invisible="1"/>
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</group>
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<group>
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<field name="priority"/>
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<field name="categ_ids"
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widget="many2many_tags"
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domain="[('object_id.model','=','crm.lead')]"
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context="{'object_name': 'crm.lead'}"
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/>
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</group>
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</group>
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<notebook colspan="4">
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<page string="Internal Notes">
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<field name="description"/>
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</page>
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<page string="Extra Info">
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<group>
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<group string="Categorization" groups="base.group_multi_company,base.group_no_one" name="categorization">
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<field name="company_id"
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groups="base.group_multi_company"
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widget="selection" colspan="2"/>
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<field name="state" groups="base.group_no_one"/>
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</group>
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<group string="Mailings">
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<field name="opt_out"/>
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</group>
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<group string="Misc">
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<field name="active"/>
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<field name="referred"/>
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</group>
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</group>
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</page>
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</notebook>
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</sheet>
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<div class="oe_chatter">
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<field name="message_follower_ids" widget="mail_followers"/>
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<field name="message_ids" widget="mail_thread"/>
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</div>
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</form>
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</field>
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</record>
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<!-- CRM Lead Graph View -->
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<record model="ir.ui.view" id="crm_case_graph_view_leads">
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<field name="name">Opportunities</field>
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<field name="model">crm.lead</field>
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<field name="arch" type="xml">
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<graph string="Opportunities" type="bar">
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<field name="stage_id"/>
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<field name="planned_revenue" operator="+"/>
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</graph>
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</field>
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</record>
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<!-- CRM Lead Tree View -->
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<record model="ir.ui.view" id="crm_case_tree_view_leads">
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<field name="name">Leads</field>
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<field name="model">crm.lead</field>
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<field name="arch" type="xml">
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<tree string="Leads" fonts="bold:message_unread==True" colors="grey:state in ('cancel', 'done')">
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<field name="date_deadline" invisible="1"/>
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<field name="create_date"/>
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<field name="name"/>
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<field name="contact_name"/>
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<field name="country_id" invisible="context.get('invisible_country', True)"/>
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<field name="email_from"/>
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<field name="phone"/>
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<field name="stage_id"/>
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<field name="user_id" invisible="1"/>
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<field name="partner_id" invisible="1"/>
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<field name="section_id" invisible="context.get('invisible_section', True)"/>
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<field name="state" invisible="1"/>
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<field name="type_id" invisible="1"/>
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<field name="referred" invisible="1"/>
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<field name="channel_id" invisible="1"/>
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<field name="message_unread" invisible="1"/>
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</tree>
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</field>
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</record>
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<!-- CRM Lead Calendar View -->
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<record model="ir.ui.view" id="crm_case_calendar_view_leads">
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<field name="name">CRM - Leads Calendar</field>
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<field name="model">crm.lead</field>
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<field name="priority" eval="2"/>
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<field name="arch" type="xml">
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<calendar string="Leads Generation"
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date_start="date_action" color="user_id">
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<field name="name"/>
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<field name="partner_name"/>
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</calendar>
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</field>
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</record>
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<!-- CRM Lead Kanban View -->
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<record model="ir.ui.view" id="crm_case_kanban_view_leads">
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<field name="name">CRM - Leads Kanban</field>
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<field name="model">crm.lead</field>
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<field name="arch" type="xml">
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<kanban default_group_by="stage_id">
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<field name="state" groups="base.group_no_one"/>
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<field name="stage_id"/>
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<field name="color"/>
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<field name="priority"/>
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<field name="planned_revenue" sum="Expected Revenues"/>
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<field name="user_email"/>
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<field name="user_id"/>
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<field name="partner_address_email"/>
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<field name="message_summary"/>
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<field name="message_unread"/>
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<templates>
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<field name="date_deadline"/>
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<t t-name="kanban-box">
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<div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_global_click">
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<div class="oe_dropdown_toggle oe_dropdown_kanban">
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<span class="oe_e">í</span>
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<ul class="oe_dropdown_menu">
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<t t-if="widget.view.is_action_enabled('edit')"><li><a type="edit">Edit...</a></li></t>
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<t t-if="widget.view.is_action_enabled('delete')"><li><a type="delete">Delete</a></li></t>
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<li><a name="%(mail.action_email_compose_message_wizard)d" type="action">Send Email</a></li>
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<li><a name="%(opportunity2phonecall_act)d" type="action">Schedule/Log Call</a></li>
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<li><a name="action_makeMeeting" type="object">Schedule Meeting</a></li>
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<li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
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</ul>
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</div>
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<div class="oe_kanban_content">
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<div>
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<b><field name="name"/></b>
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<t t-if="record.planned_revenue.raw_value">
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- <b><t t-esc="record.planned_revenue.value"/>
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<field name="company_currency"/></b>
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</t>
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</div>
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<div>
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<field name="partner_id"/>
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</div>
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<div style="padding-left: 0.5em">
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<t t-if="record.date_deadline.raw_value and record.date_deadline.raw_value lt (new Date())" t-set="red">oe_kanban_text_red</t>
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<span t-attf-class="#{red || ''}"><field name="date_action"/></span>
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<t t-if="record.date_action.raw_value"> : </t>
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<field name="title_action"/>
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</div>
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<div class="oe_kanban_bottom_right">
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<a t-if="record.priority.raw_value == 1" type="object" name="set_normal_priority" class="oe_e oe_star_on">7</a>
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<a t-if="record.priority.raw_value != 1" type="object" name="set_high_priority" class="oe_e oe_star_off">7</a>
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<img t-att-src="kanban_image('res.users', 'image_small', record.user_id.raw_value)" t-att-title="record.user_id.value" width="24" height="24" class="oe_kanban_avatar" t-if="record.user_id.value"/>
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</div>
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<div class="oe_kanban_footer_left">
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<t t-raw="record.message_summary.raw_value"/>
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</div>
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</div>
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<div class="oe_clear"></div>
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</div>
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</t>
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</templates>
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</kanban>
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</field>
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</record>
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<!-- CRM Lead Search View -->
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<record id="view_crm_case_leads_filter" model="ir.ui.view">
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<field name="name">CRM - Leads Search</field>
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<field name="model">crm.lead</field>
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<field name="arch" type="xml">
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<search string="Search Leads">
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<field name="name" string="Lead / Customer" filter_domain="['|','|','|',('partner_name','ilike',self),('email_from','ilike',self),('contact_name','ilike',self),('name','ilike',self)]"/>
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<field name="categ_ids" string="Category" filter_domain="[('categ_ids','ilike',self)]"/>
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<field name="section_id" context="{'invisible_section': False}"/>
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<field name="user_id"/>
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<field name="partner_id" operator="child_of"/>
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<field name="create_date"/>
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<field name="country_id" context="{'invisible_country': False}"/>
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<separator/>
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<filter string="Open" name="open" domain="[('state','!=','cancel')]" help="Open Leads"/>
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<filter string="Dead" name="dead" domain="[('state','=','cancel')]"/>
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<filter string="Unassigned" domain="[('user_id','=', False)]" help="No salesperson"/>
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<filter string="Unread Messages" name="message_unread" domain="[('message_unread','=',True)]" help="Unread messages"/>
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<filter string="Assigned to Me"
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domain="[('user_id','=',uid)]" context="{'invisible_section': False}"
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help="Leads that are assigned to me"/>
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<filter string="Assigned to My Team(s)"
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domain="[('section_id.member_ids', 'in', [uid])]" context="{'invisible_section': False}"
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help="Leads that are assigned to any sales teams I am member of"/>
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<separator />
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<filter string="Available for mass mailing"
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name='not_opt_out' domain="[('opt_out', '=', False)]"
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help="Leads that did not ask not to be included in mass mailing campaigns"/>
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<separator />
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<group expand="0" string="Group By...">
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<filter string="Salesperson" domain="[]" context="{'group_by':'user_id'}"/>
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<filter string="Team" domain="[]" context="{'group_by':'section_id'}"/>
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<filter string="Stage" domain="[]" context="{'group_by':'stage_id'}"/>
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<filter string="Customer" help="Partner" domain="[]" context="{'group_by':'partner_id'}"/>
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<filter string="Country" domain="[]" context="{'group_by':'country_id'}"/>
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<filter string="Referrer" domain="[]" context="{'group_by':'referred'}"/>
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<filter string="Campaign" domain="[]" context="{'group_by':'type_id'}"/>
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<filter string="Channel" domain="[]" context="{'group_by':'channel_id'}"/>
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<filter string="Creation" domain="[]" context="{'group_by':'create_date'}"/>
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</group>
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<group string="Display">
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<filter string="Show Countries" context="{'invisible_country': False}" help="Show Countries"/>
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<filter string="Show Sales Team" context="{'invisible_section': False}" domain="[]" help="Show Sales Team"/>
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</group>
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</search>
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</field>
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</record>
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<!--
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OPPORTUNITY
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-->
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<!-- Opportunities Form View -->
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<record model="ir.ui.view" id="crm_case_form_view_oppor">
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<field name="name">Opportunities</field>
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<field name="model">crm.lead</field>
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<field name="priority">20</field>
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<field name="arch" type="xml">
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<form string="Opportunities" version="7.0">
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<header>
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<button name="case_mark_won" string="Mark Won" type="object"
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states="draft,open,pending" class="oe_highlight"/>
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<button name="case_mark_lost" string="Mark Lost" type="object"
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states="draft,open" class="oe_highlight"/>
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<field name="stage_id" widget="statusbar" clickable="True"/>
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</header>
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<sheet>
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<div class="oe_right oe_button_box">
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<button string="Schedule/Log Call"
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name="%(opportunity2phonecall_act)d"
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type="action"/>
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<button string="Meeting"
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name="action_makeMeeting"
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type="object"
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context="{'search_default_attendee_id': active_id, 'default_attendee_id' : active_id}"/>
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</div>
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<div class="oe_title">
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<label for="name" class="oe_edit_only"/>
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<h1><field name="name"/></h1>
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<label for="planned_revenue" class="oe_edit_only"/>
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<h2>
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<field name="company_currency" invisible="1"/>
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<field name="planned_revenue" class="oe_inline" widget='monetary' options="{'currency_field': 'company_currency'}"/>
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<span class="oe_grey"> at </span>
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<field name="probability" class="oe_inline" widget="integer"/>%%
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</h2>
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</div>
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<group>
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<group>
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<field name="partner_id"
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on_change="onchange_partner_id(partner_id, email_from)"
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string="Customer"
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context="{'default_name': partner_name, 'default_email': email_from, 'default_phone': phone}"/>
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<field name="email_from" string="Email" widget="email"/>
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<field name="phone"/>
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</group>
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|
|
<group>
|
|
<label for="title_action"/>
|
|
<div>
|
|
<field name="date_action" nolabel="1"/> <label string="-" attrs="{'invisible': ['|', ('date_action', '=', False), ('title_action', '=', False)]}"/>
|
|
<field name="title_action" class="oe_inline" nolabel="1" placeholder="e.g. Call for proposal"/>
|
|
</div>
|
|
<field name="date_deadline"/>
|
|
<field name="priority"/>
|
|
</group>
|
|
|
|
<group>
|
|
<field name="user_id" on_change="on_change_user(user_id, context)"/>
|
|
<label for="section_id"/>
|
|
<div>
|
|
<field name="section_id" widget="selection"/>
|
|
<button name="case_escalate" string="Escalate" type="object" class="oe_link" attrs="{'invisible': ['|', ('section_id','=',False), ('state', 'not in', ['draft','open','pending'])]}"/>
|
|
</div>
|
|
</group>
|
|
<group>
|
|
<field name="categ_ids"
|
|
string="Categories" widget="many2many_tags"
|
|
context = "{'object_name': 'crm.lead'}"
|
|
domain="[('object_id.model', '=', 'crm.lead')]"/>
|
|
|
|
</group>
|
|
</group>
|
|
|
|
<notebook colspan="4">
|
|
<page string="Internal Notes">
|
|
<field name="description"/>
|
|
</page>
|
|
<page string="Lead">
|
|
<group>
|
|
<group>
|
|
<field name="partner_name"/>
|
|
<label for="street" string="Address"/>
|
|
<div>
|
|
<field name="street" placeholder="Street..."/>
|
|
<field name="street2"/>
|
|
<div class="address_format">
|
|
<field name="city" placeholder="City" style="width: 40%%"/>
|
|
<field name="state_id" options='{"no_open": True}' on_change="onchange_state(state_id)" placeholder="State" style="width: 24%%"/>
|
|
<field name="zip" placeholder="ZIP" style="width: 34%%"/>
|
|
</div>
|
|
<field name="country_id" placeholder="Country" options='{"no_open": True}'/>
|
|
</div>
|
|
</group>
|
|
|
|
<group>
|
|
<label for="contact_name"/>
|
|
<div>
|
|
<field name="contact_name" class="oe_inline"/>
|
|
<field name="title" placeholder="Title" domain="[('domain', '=', 'contact')]" options='{"no_open": True}' class="oe_inline"/>
|
|
</div>
|
|
<field name="function"/>
|
|
<field name="mobile"/>
|
|
<field name="fax"/>
|
|
</group>
|
|
<group string="Mailings" name="mailings">
|
|
<field name="opt_out"/>
|
|
</group>
|
|
<group string="Misc">
|
|
<field name="active"/>
|
|
<field name="day_open" groups="base.group_no_one"/>
|
|
<field name="day_close" groups="base.group_no_one"/>
|
|
<field name="referred"/>
|
|
<field name="state" invisible="1"/>
|
|
<field name="type" invisible="1"/>
|
|
</group>
|
|
<group string="References">
|
|
<field name="ref"/>
|
|
<field name="ref2"/>
|
|
</group>
|
|
</group>
|
|
</page>
|
|
<page string="Fund Raising" groups="crm.group_fund_raising">
|
|
<group>
|
|
<field name="payment_mode" widget="selection"/>
|
|
<field name="planned_cost"/>
|
|
</group>
|
|
</page>
|
|
</notebook>
|
|
</sheet>
|
|
<div class="oe_chatter">
|
|
<field name="message_follower_ids" widget="mail_followers"/>
|
|
<field name="message_ids" widget="mail_thread"/>
|
|
</div>
|
|
</form>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- Opportunities Tree View -->
|
|
<record model="ir.ui.view" id="crm_case_tree_view_oppor">
|
|
<field name="name">Opportunities Tree</field>
|
|
<field name="model">crm.lead</field>
|
|
<field name="arch" type="xml">
|
|
<tree string="Opportunities" fonts="bold:message_unread==True" colors="gray:state in ('cancel', 'done');red:date_deadline and (date_deadline < current_date)">
|
|
<field name="date_deadline" invisible="1"/>
|
|
<field name="create_date"/>
|
|
<field name="name" string="Opportunity"/>
|
|
<field name="partner_id" string="Customer"/>
|
|
<field name="country_id" invisible="context.get('invisible_country', True)"/>
|
|
<field name="date_action"/>
|
|
<field name="title_action"/>
|
|
<field name="channel_id" invisible="1"/>
|
|
<field name="type_id" invisible="1"/>
|
|
<field name="stage_id"/>
|
|
<field name="planned_revenue" sum="Expected Revenues"/>
|
|
<field name="probability" avg="Avg. of Probability"/>
|
|
<field name="section_id" invisible="context.get('invisible_section', True)"/>
|
|
<field name="user_id"/>
|
|
<field name="referred" invisible="1"/>
|
|
<field name="priority" invisible="1"/>
|
|
<field name="message_unread" invisible="1"/>
|
|
<field name="state" invisible="1"/>
|
|
</tree>
|
|
</field>
|
|
</record>
|
|
|
|
|
|
<!-- Opportunities Search View -->
|
|
<record id="view_crm_case_opportunities_filter" model="ir.ui.view">
|
|
<field name="name">CRM - Opportunities Search</field>
|
|
<field name="model">crm.lead</field>
|
|
<field name="arch" type="xml">
|
|
<search string="Search Opportunities">
|
|
<field name="name" string="Opportunity" filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
|
|
<field name="categ_ids" string="Category" filter_domain="[('categ_ids','ilike', self)]"/>
|
|
<field name="section_id" context="{'invisible_section': False}"/>
|
|
<field name="user_id"/>
|
|
<field name="partner_id" operator="child_of"/>
|
|
<separator/>
|
|
<filter string="New" name="new" domain="[('state','=','draft')]" help="New Opportunities"/>
|
|
<filter string="In Progress" name="open" domain="[('state','=','open')]" help="Open Opportunities"/>
|
|
<filter string="Won" name="won" domain="[('state','=','done')]"/>
|
|
<filter string="Lost" name="lost" domain="[('state','=','cancel')]"/>
|
|
<filter string="Unassigned" domain="[('user_id','=', False)]" help="No salesperson"/>
|
|
<filter string="Unread Messages" name="message_unread" domain="[('message_unread','=',True)]" help="Unread messages"/>
|
|
<filter string="Assigned to Me"
|
|
domain="[('user_id','=',uid)]" context="{'invisible_section': False}"
|
|
help="Opportunities that are assigned to me"/>
|
|
<filter string="Assigned to My Team(s)"
|
|
domain="[('section_id.member_ids', 'in', [uid])]" context="{'invisible_section': False}"
|
|
help="Opportunities that are assigned to any sales teams I am member of"/>
|
|
<separator/>
|
|
<group expand="0" string="Group By..." colspan="16">
|
|
<filter string="Salesperson" domain="[]" context="{'group_by':'user_id'}"/>
|
|
<filter string="Team" domain="[]" context="{'group_by':'section_id'}"/>
|
|
<filter string="Stage" domain="[]" context="{'group_by':'stage_id'}"/>
|
|
<filter string="Customer" help="Partner" domain="[]" context="{'group_by':'partner_id'}"/>
|
|
<filter string="Country" domain="[]" context="{'group_by':'country_id'}"/>
|
|
<filter string="Priority" domain="[]" context="{'group_by':'priority'}"/>
|
|
<filter string="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}"/>
|
|
<filter string="Referrer" domain="[]" context="{'group_by':'referred'}"/>
|
|
<filter string="Campaign" domain="[]" context="{'group_by':'type_id'}"/>
|
|
<filter string="Channel" domain="[]" context="{'group_by':'channel_id'}"/>
|
|
<filter string="Creation" domain="[]" context="{'group_by':'create_date'}"/>
|
|
</group>
|
|
<group string="Display">
|
|
<filter string="Show Sales Team" context="{'invisible_section': False}" domain="[]" help="Show Sales Team"/>
|
|
<filter string="Show Countries" context="{'invisible_country': False}" help="Show Countries"/>
|
|
</group>
|
|
</search>
|
|
</field>
|
|
</record>
|
|
|
|
</data>
|
|
</openerp>
|