9 <!-- Stage Search view -->
10 <record id="crm_lead_stage_search" model="ir.ui.view">
11 <field name="name">Stage - Search</field>
12 <field name="model">crm.case.stage</field>
13 <field name="type">search</field>
14 <field name="arch" type="xml">
15 <search string="Stage Search">
23 <!-- Stage Form view -->
24 <record id="crm_lead_stage_act" model="ir.actions.act_window">
25 <field name="name">Stages</field>
26 <field name="res_model">crm.case.stage</field>
27 <field name="view_type">form</field>
28 <field name="view_id" ref="crm.crm_case_stage_tree"/>
29 <field name="help">Add specific stages to leads and opportunities allowing your sales to better organise their sales pipeline. Stages will allow them to easily track how a specific lead or opportunity is positioned in the sales cycle.</field>
32 <menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" name="Stages" sequence="0" parent="base.menu_crm_config_lead" />
35 LEADS/OPPORTUNITIES CATEGORIES
38 <!-- Categories Form View -->
39 <record id="crm_lead_categ_action" model="ir.actions.act_window">
40 <field name="name">Categories</field>
41 <field name="res_model">crm.case.categ</field>
42 <field name="view_type">form</field>
43 <field name="view_id" ref="crm_case_categ_tree-view"/>
44 <field name="context" eval="{'object_id': ref('model_crm_lead')}"/>
45 <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
46 <field name="help">Create specific categories that fit your company's activities to better classify and analyse your leads and opportunities. Such categories could for instance reflect your product structure or the different types of sales you do.</field>
49 <menuitem action="crm_lead_categ_action"
50 id="menu_crm_lead_categ" name="Categories"
51 parent="base.menu_crm_config_lead" sequence="1" groups="base.group_no_one"/>
57 <!-- CRM Lead Form View -->
58 <record model="ir.ui.view" id="crm_case_form_view_leads">
59 <field name="name">CRM - Leads Form</field>
60 <field name="model">crm.lead</field>
61 <field name="type">form</field>
62 <field name="arch" type="xml">
63 <form string="Leads Form" layout="manual">
64 <div class="oe_form_topbar">
65 <button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
66 states="draft,open,pending" help="Convert to Opportunity"/>
67 <button name="case_escalate" string="Escalate" type="object"
68 states="draft,open,pending"/>
69 <button name="case_reset" string="Reset" type="object"
71 <button name="case_cancel" string="Cancel" type="object"
72 states="draft,open,pending"/>
73 <div class="oe_right">
74 <field name="stage_id" nolabel="1" widget="statusbar"
75 on_change="onchange_stage_id(stage_id)"/>
77 <div class="oe_clear"/>
80 <group colspan="4" col="7">
81 <field name="name" required="1" string="Subject"/>
82 <field name="priority"/>
83 <field name="categ_id"
85 domain="[('object_id.model','=','crm.lead')]"/>
87 <field name="user_id" />
88 <field name="section_id" widget="selection" />
89 <field name="type" invisible="1"/>
91 <notebook colspan="4">
93 <group colspan="4" col="2">
94 <field name="partner_name" string="Company Name" />
96 <group colspan="2" col="4">
97 <separator string="Contact" colspan="4" col="4"/>
98 <field name="contact_name" colspan="4"/>
100 <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
101 <field name="function" />
102 <field name="street" colspan="4"/>
103 <field name="street2" colspan="4"/>
106 <field name="country_id"/>
107 <field name="state_id"/>
109 <group colspan="2" col="3">
110 <separator string="Communication" colspan="4" col="3"/>
111 <field name="email_from" widget="email"/>
112 <button string="Mail"
113 name="%(mail.action_email_compose_message_wizard)d"
114 icon="terp-mail-message-new" type="action" colspan="1"/>
116 <field name="phone"/>
120 <field name="mobile"/>
122 <separator string="Links" colspan="4" col="3"/>
123 <field name="partner_id" string="Customer"/>
125 name="%(action_crm_lead2partner)d"
126 icon="terp-partner" type="action"
128 attrs="{'invisible':[('partner_id','!=',False)]}"/>
130 <separator colspan="4" string="Notes"/>
131 <field name="description" nolabel="1" colspan="4"/>
133 <page string="Extra Info">
134 <group colspan="2" col="2">
135 <separator string="Categorization" colspan="2" col="2"/>
136 <field name="company_id"
137 groups="base.group_multi_company"
138 widget="selection" colspan="2" />
139 <field name="type_id" select="1" widget="selection"/>
140 <field name="channel_id" select="1" widget="selection"/>
141 <field name="referred"/>
142 <field name="state" groups="base.group_no_one"/>
144 <group colspan="2" col="2">
145 <separator string="Mailings" colspan="2" col="2"/>
146 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
147 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
149 <group colspan="2" col="2" groups="base.group_no_one">
150 <separator string="Statistics" colspan="2" col="2"/>
151 <field name="day_open"/>
152 <field name="day_close"/>
157 <div class="oe_form_bottom">
158 <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
164 <!-- CRM Lead Tree View -->
165 <record model="ir.ui.view" id="crm_case_tree_view_leads">
166 <field name="name">Leads</field>
167 <field name="model">crm.lead</field>
168 <field name="type">tree</field>
169 <field name="arch" type="xml">
170 <tree string="Leads" fonts="bold:needaction_pending==True" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
171 <field name="needaction_pending" invisible="1"/>
172 <field name="date_deadline" invisible="1"/>
173 <field name="create_date" groups="base.group_no_one"/>
174 <field name="name" string="Subject"/>
175 <field name="contact_name"/>
176 <field name="country_id" invisible="context.get('invisible_country', True)" />
177 <field name="email_from"/>
178 <field name="phone"/>
179 <field name="stage_id"/>
180 <field name="categ_id" invisible="1"/>
181 <field name="section_id" invisible="context.get('invisible_section', True)" />
182 <field name="state" groups="base.group_no_one"/>
183 <field name="type_id" invisible="1"/>
184 <field name="referred" invisible="1"/>
185 <field name="channel_id" invisible="1"/>
186 <field name="subjects" invisible="1"/>
191 <!-- CRM Lead Calendar View -->
192 <record model="ir.ui.view" id="crm_case_calendar_view_leads">
193 <field name="name">CRM - Leads Calendar</field>
194 <field name="model">crm.lead</field>
195 <field name="type">calendar</field>
196 <field name="priority" eval="2"/>
197 <field name="arch" type="xml">
198 <calendar string="Leads Generation"
199 date_start="date_action" color="user_id">
200 <field name="name" />
201 <field name="partner_name" />
206 <!-- CRM Lead Kanban View -->
207 <record model="ir.ui.view" id="crm_case_kanban_view_leads">
208 <field name="name">CRM - Leads Kanban</field>
209 <field name="model">crm.lead</field>
210 <field name="type">kanban</field>
211 <field name="arch" type="xml">
212 <kanban default_group_by="stage_id">
213 <field name="state" groups="base.group_no_one"/>
214 <field name="color"/>
215 <field name="priority"/>
216 <field name="planned_revenue" sum="Expected Revenues"/>
217 <field name="user_email"/>
218 <field name="user_id"/>
219 <field name="partner_address_email"/>
221 <t t-name="lead_details">
222 <ul class="oe_kanban_tooltip">
223 <li t-if="record.phone.raw_value"><b>Phone:</b> <field name="phone"/></li>
224 <li><b>Probability:</b> <field name="probability"/>%%</li>
225 <li><b>Creation date:</b> <field name="create_date"/></li>
226 <li t-if="record.date_deadline.raw_value"><b>Date Deadline:</b> <field name="date_deadline"/></li>
229 <t t-name="kanban-box">
230 <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card">
231 <a class="oe_kanban_menuaction oe_i">B</a>
232 <ul class="oe_kanban_menu">
233 <li><a type="edit" >Edit...</a></li>
234 <li><a type="delete">Delete</a></li>
235 <li><a name="%(mail.action_email_compose_message_wizard)d" type="action">Send New Email</a></li>
236 <li><a name="%(opportunity2phonecall_act)d" type="action">Log Call</a></li>
237 <li><a name="action_makeMeeting" type="object">Schedule Meeting</a></li>
238 <li><a name="%(crm.action_crm_add_note)d" context="{'model': 'crm.lead' }" type="action">Add Internal Note</a></li>
239 <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
241 <div class="oe_kanban_content">
243 <field name="partner_id"/>
244 <t t-if="record.planned_revenue.raw_value">
245 - <t t-esc="Math.round(record.planned_revenue.value)"/>
246 <field name="company_currency"/>
250 <b> <field name="partner_address_name"/> </b>
255 <div style="padding-left: 0.5em">
257 <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>
258 <span t-attf-class="#{red || ''}">
259 <field name="date_action"/>
261 <t t-if="record.date_action.raw_value"> : </t>
262 <field name="title_action"/>
265 <div class="oe_right">
266 <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
267 <a t-if="record.priority.raw_value != 1" icon="star-off" type="object" name="set_high_priority" style="opacity:0.7; filter:alpha(opacity=70);"/>
269 <t t-if="record.date_deadline.raw_value and record.date_deadline.raw_value lt (new Date())" t-set="red">oe_kaban_status_red</t>
270 <span t-attf-class="oe_kanban_status #{red}"> </span>
272 <img t-att-src="kanban_image('res.users', 'avatar', record.user_id.raw_value[0])" t-att-title="record.user_id.value" width="24" height="24" class="oe_kanban_avatar"/>
274 <div class="oe_kanban_footer_left">
277 <div class="oe_clear"></div>
280 <div class="oe_kanban_right">
281 <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
282 <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
283 <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
284 <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
293 <!-- CRM Lead Search View -->
294 <record id="view_crm_case_leads_filter" model="ir.ui.view">
295 <field name="name">CRM - Leads Search</field>
296 <field name="model">crm.lead</field>
297 <field name="type">search</field>
298 <field name="arch" type="xml">
299 <search string="Search Leads">
300 <filter icon="terp-check"
302 name="new" help="New Leads"
303 domain="[('state','=','draft')]"/>
304 <filter icon="terp-camera_test"
307 domain="[('state','=','open')]"/>
308 <filter icon="terp-gtk-media-pause"
311 domain="[('state','=','pending')]"/>
313 <separator orientation="vertical"/>
314 <filter icon="terp-go-today" string="Today"
315 domain="[('create_date','<', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','>=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
316 help="Todays' Leads" />
317 <filter icon="terp-go-week" string="7 Days"
318 help="Leads creating during last 7 days"
319 domain="[('create_date','<', time.strftime('%%Y-%%m-%%d 23:59:59')),('create_date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d 00:00:00'))]"
321 <separator orientation="vertical"/>
322 <field name="name" string="Lead / Customer"
323 filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
324 <field name="user_id">
325 <filter icon="terp-personal-"
326 domain="[('user_id','=', False)]"
327 help="Unassigned Leads" />
329 <field name="subjects"/>
330 <field name="section_id" widget="selection"
331 context="{'invisible_section': False}">
332 <filter icon="terp-personal+"
333 context="{'invisible_section': False}"
334 domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
335 help="My Sales Team(s)"/>
336 <filter icon="terp-personal+"
337 context="{'invisible_section': False}"
339 help="Show Sales Team"/>
341 <separator orientation="vertical"/>
342 <field name="country_id" context="{'invisible_country': False}">
343 <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
346 <group expand="0" string="Group By...">
347 <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
348 <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
349 <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
350 <separator orientation="vertical"/>
351 <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
352 <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
353 domain="[]" context="{'group_by':'type_id'}" />
354 <filter string="Channel" icon="terp-call-start"
355 domain="[]" context="{'group_by':'channel_id'}" />
356 <separator orientation="vertical"/>
357 <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
358 <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
359 <separator orientation="vertical" groups="base.group_no_one"/>
360 <filter string="Creation" help="Create date" icon="terp-go-month"
361 domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
372 <!-- Opportunities Form View -->
373 <record model="ir.ui.view" id="crm_case_form_view_oppor">
374 <field name="name">Opportunities</field>
375 <field name="model">crm.lead</field>
376 <field name="type">form</field>
377 <field name="priority">20</field>
378 <field name="arch" type="xml">
379 <form string="Opportunities" validate="0">
380 <header class="oe_form_topbar_hifirst">
381 <button name="case_mark_won" string="Mark Won" states="open,pending" type="object" />
382 <button name="case_open" string="Open" states="draft,pending" type="object" />
383 <button name="case_pending" string="Pending" states="draft,open" type="object" />
384 <button name="case_escalate" string="Escalate" states="open,pending" type="object" />
385 <button name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" />
386 <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" />
387 <button name="case_cancel" string="Cancel" states="draft" type="object" />
388 <field name="state" nolabel="1" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
391 <div class="oe_right oe_form_button_box">
392 <button string="Schedule/Log Call"
393 name="%(opportunity2phonecall_act)d" icon="terp-call-start"
395 <button string="Schedule Meeting" icon="gtk-redo"
396 name="action_makeMeeting"
400 <div class="oe_form_title">
401 <label for="name" class="oe_form_readonly_hidden"/>
402 <h1><field name="name"/></h1>
404 <label for="planned_revenue" class="oe_form_readonly_hidden"/>
406 <field name="planned_revenue" class="oe_form_inline"/>
407 <field name="company_currency" class="oe_form_readonly_hidden oe_form_inline"/> at
408 <field name="probability" class="oe_form_inline"/> %% success rate
413 <field name="partner_id"
414 on_change="onchange_partner_id(partner_id, email_from)"
416 context="{'default_name': partner_name, 'default_email': email_from, 'default_phone': phone}"/>
417 <field name="email_from" string="Email"/>
418 <field name="phone"/>
422 <label for="title_action"/>
424 <field name="date_action" nolabel="1"/> -
425 <field name="title_action" class="oe_form_inline" nolabel="1" placeholder="Call for proposal"/>
427 <field name="date_deadline"/>
428 <field name="priority"/>
432 <field name="user_id"/>
433 <field name="section_id" colspan="1" widget="selection"/>
436 <field name="categ_id" select="1"
437 string="Category" widget="selection"
438 domain="[('object_id.model', '=', 'crm.lead')]" />
443 <!--<button string="Mail"
444 name="%(mail.action_email_compose_message_wizard)d"
445 context="{'mail':'new', 'model': 'crm.lead'}"
446 icon="terp-mail-message-new" type="action" />-->
448 <notebook colspan="4">
449 <page string="Internal Notes">
450 <field name="description"/>
455 <field name="partner_name"/>
456 <label for="street" string="Address"/>
458 <field name="street" placeholder="Street..."/>
459 <field name="street2" placeholder="...Street"/>
461 <field name="zip" class="oe_form_inline" placeholder="ZIP"/>&nbsp;
462 <field name="city" class="oe_form_inline" placeholder="City"/>
464 <field name="state_id" placeholder="State"/>
465 <field name="country_id" placeholder="Country"/>
470 <field name="contact_name" />
471 <field name="function" />
472 <field domain="[('domain', '=', 'contact')]" name="title"/>
473 <field name="mobile"/>
477 <group string="Categorization">
478 <field name="type_id" widget="selection"/>
479 <field name="channel_id" widget="selection"/>
481 <group string="Mailings">
482 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
483 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
485 <group string="Misc">
486 <field name="active"/>
487 <field name="day_open" groups="base.group_no_one"/>
488 <field name="day_close" groups="base.group_no_one"/>
489 <field name="referred"/>
491 <group string="References">
500 <field name="message_ids_social" widget="ThreadView"/>
506 <!-- Opportunities Tree View -->
507 <record model="ir.ui.view" id="crm_case_tree_view_oppor">
508 <field name="name">Opportunities Tree</field>
509 <field name="model">crm.lead</field>
510 <field name="type">tree</field>
511 <field name="arch" type="xml">
512 <tree string="Opportunities" fonts="bold:needaction_pending==True" colors="blue:state=='pending' and not(date_deadline and (date_deadline < current_date));gray:state in ('cancel', 'done');red:date_deadline and (date_deadline < current_date)">
513 <field name="needaction_pending" invisible="1"/>
514 <field name="date_deadline" invisible="1"/>
515 <field name="create_date" groups="base.group_no_one"/>
516 <field name="name" string="Opportunity"/>
517 <field name="partner_id" string="Customer"/>
518 <field name="country_id" invisible="context.get('invisible_country', True)" />
519 <field name="date_action"/>
520 <field name="title_action" />
521 <field name="channel_id" invisible="1"/>
522 <field name="type_id" invisible="1"/>
523 <field name="subjects" invisible="1"/>
524 <field name="stage_id"/>
525 <field name="planned_revenue" sum="Expected Revenues"/>
526 <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
527 <field name="section_id" invisible="context.get('invisible_section', True)" />
528 <field name="user_id"/>
529 <field name="priority" invisible="1"/>
530 <field name="categ_id" invisible="1"/>
531 <field name="state" groups="base.group_no_one"/>
537 <!-- Opportunities Search View -->
538 <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
539 <field name="name">CRM - Opportunities Search</field>
540 <field name="model">crm.lead</field>
541 <field name="type">search</field>
542 <field name="arch" type="xml">
543 <search string="Search Opportunities">
544 <filter icon="terp-check"
545 string="New" help="New Opportunities"
547 domain="[('state','=','draft')]"/>
548 <filter icon="terp-camera_test"
549 string="Open" help="Open Opportunities"
551 domain="[('state','=','open')]"/>
552 <filter icon="terp-gtk-media-pause"
553 string="Pending" help="Pending Opportunities"
555 domain="[('state','=','pending')]"/>
556 <separator orientation="vertical"/>
557 <field name="name" string="Opportunity / Customer"
558 filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
559 <field name="user_id">
560 <filter icon="terp-personal-"
561 domain="[('user_id','=', False)]"
562 help="Unassigned Opportunities" />
564 <field name="section_id"
565 context="{'invisible_section': False, 'default_section_id': self}">
566 <filter icon="terp-personal+"
567 domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
568 context="{'invisible_section': False}"
569 help="My Sales Team(s)" />
570 <filter icon="terp-personal+"
571 context="{'invisible_section': False}"
573 help="Show Sales Team"/>
576 <group expand="0" string="Group By..." colspan="16">
577 <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
578 <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
579 <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
580 <separator orientation="vertical" />
581 <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
582 <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
583 <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
584 <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
585 <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
586 <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
587 <separator orientation="vertical" />
588 <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
589 <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
595 <!-- crm.lead Opportunities Graph View -->
596 <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
597 <field name="name">CRM - Opportunity Graph</field>
598 <field name="model">crm.lead</field>
599 <field name="type">graph</field>
600 <field name="arch" type="xml">
601 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
602 <field name="categ_id"/>
603 <field name="planned_revenue" operator="+"/>
604 <field name="state" group="True"/>