10 <!-- Stage Search view -->
11 <record id="crm_lead_stage_search" model="ir.ui.view">
12 <field name="name">Stage - Search</field>
13 <field name="model">crm.case.stage</field>
14 <field name="arch" type="xml">
15 <search string="Stage Search">
16 <field name="name" string="Stage Name"/>
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" type="html">
30 <p class="oe_view_nocontent_create">
31 Click to set a new stage in your lead/opportunity pipeline.
33 Stages will allow salespersons to easily track how a specific
34 lead or opportunity is positioned in the sales cycle.
39 <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"/>
42 LEADS/OPPORTUNITIES CATEGORIES
45 <!-- Categories Form View -->
46 <record id="crm_lead_categ_action" model="ir.actions.act_window">
47 <field name="name">Sales Tags</field>
48 <field name="res_model">crm.case.categ</field>
49 <field name="view_type">form</field>
50 <field name="view_id" ref="crm_case_categ_tree-view"/>
51 <field name="context" eval="{'object_id': ref('model_crm_lead')}"/>
52 <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
53 <field name="help" type="html">
54 <p class="oe_view_nocontent_create">
55 Click to define a new sales tag.
57 Create specific tags that fit your company's activities
58 to better classify and analyse your leads and opportunities.
59 Such categories could for instance reflect your product
60 structure or the different types of sales you do.
65 <menuitem action="crm_lead_categ_action"
66 id="menu_crm_lead_categ" name="Sales Tags"
67 parent="base.menu_crm_config_lead" sequence="1" groups="base.group_no_one"/>
73 id="act_crm_opportunity_crm_phonecall_new"
75 groups="base.group_sale_salesman"
76 res_model="crm.phonecall"
77 view_mode="tree,calendar,form"
78 context="{'default_duration': 1.0 ,'default_opportunity_id': active_id}"
82 id="act_crm_opportunity_crm_meeting_new"
84 res_model="crm.meeting"
85 view_mode="tree,form,calendar"
86 context="{'default_duration': 4.0, 'default_opportunity_id': active_id}"
90 <!-- CRM Lead Form View -->
91 <record model="ir.ui.view" id="crm_case_form_view_leads">
92 <field name="name">CRM - Leads Form</field>
93 <field name="model">crm.lead</field>
94 <field name="arch" type="xml">
95 <form string="Leads Form" version="7.0">
97 <button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
98 states="draft,open,pending" help="Convert to Opportunity" class="oe_highlight"/>
99 <button name="case_reset" string="Reset" type="object"
101 <button name="case_cancel" string="Cancel" type="object"
102 states="draft,open,pending"/>
103 <field name="stage_id" widget="statusbar" clickable="True"
104 on_change="onchange_stage_id(stage_id)"/>
107 <div class="oe_right oe_button_box" name="buttons">
108 <button type="action"
109 name="%(act_crm_opportunity_crm_phonecall_new)d"
110 string="Phone Calls"/>
112 <div class="oe_title">
113 <label for="name" class="oe_edit_only" string="Lead Description"/>
114 <h1><field name="name" placeholder="Describe the lead..."/></h1>
118 <field name="partner_name" string="Company Name"/>
119 <!-- Preload all the partner's information -->
120 <field name="partner_id" string="Customer"
121 on_change="on_change_partner(partner_id)"
122 options='{"create_name_field": "name"}'
123 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}"/>
124 <label for="street" string="Address"/>
126 <field name="street" placeholder="Street..."/>
127 <field name="street2"/>
128 <div class="address_format">
129 <field name="city" placeholder="City" style="width: 40%%"/>
130 <field name="state_id" on_change="onchange_state(state_id)" options='{"no_open": True}' placeholder="State" style="width: 24%%"/>
131 <field name="zip" placeholder="ZIP" style="width: 34%%"/>
133 <field name="country_id" placeholder="Country" options='{"no_open": True}'/>
137 <label for="contact_name"/>
139 <field name="contact_name" class="oe_inline"/><span attrs="{'invisible': [('title', '=', '')]}">, </span>
140 <field name="title" placeholder="Title" domain="[('domain', '=', 'contact')]" class="oe_inline" options='{"no_open": True}'/>
142 <field name="email_from" widget="email"/>
143 <field name="function"/>
144 <field name="phone"/>
145 <field name="mobile"/>
148 This should be integrated in Open Chatter
149 <button string="Mail"
150 name="%(mail.action_email_compose_message_wizard)d"
151 icon="terp-mail-message-new" type="action" colspan="1"/>
155 <field name="user_id"/>
156 <label for="section_id"/>
158 <field name="section_id"/>
159 <button name="case_escalate" string="Escalate" type="object" states="draft,open,pending"/>
161 <field name="type" invisible="1"/>
164 <field name="priority"/>
165 <field name="categ_ids"
166 widget="many2many_tags"
167 domain="[('object_id.model','=','crm.lead')]"/>
170 <notebook colspan="4">
171 <page string="Notes">
172 <field name="description"/>
174 <page string="Extra Info">
176 <group string="Categorization">
177 <field name="company_id"
178 groups="base.group_multi_company"
179 widget="selection" colspan="2"/>
180 <field name="type_id"/>
181 <field name="channel_id" widget="selection"/>
182 <field name="referred"/>
183 <field name="state" groups="base.group_no_one"/>
185 <group string="Mailings">
186 <field name="opt_out"/>
192 <div class="oe_chatter">
193 <field name="message_follower_ids" widget="mail_followers"/>
194 <field name="message_ids" widget="mail_thread"/>
200 <!-- CRM Lead Graph View -->
201 <record model="ir.ui.view" id="crm_case_graph_view_leads">
202 <field name="name">Opportunities</field>
203 <field name="model">crm.lead</field>
204 <field name="arch" type="xml">
205 <graph string="Opportunities" type="bar">
206 <field name="stage_id"/>
207 <field name="planned_revenue" operator="+"/>
212 <!-- CRM Lead Tree View -->
213 <record model="ir.ui.view" id="crm_case_tree_view_leads">
214 <field name="name">Leads</field>
215 <field name="model">crm.lead</field>
216 <field name="arch" type="xml">
217 <tree string="Leads" fonts="bold:message_unread==True" colors="grey:state in ('cancel', 'done')">
218 <field name="date_deadline" invisible="1"/>
219 <field name="create_date" groups="base.group_no_one"/>
221 <field name="contact_name"/>
222 <field name="country_id" invisible="context.get('invisible_country', True)"/>
223 <field name="email_from"/>
224 <field name="phone"/>
225 <field name="stage_id"/>
226 <field name="user_id" invisible="1"/>
227 <field name="section_id" invisible="context.get('invisible_section', True)"/>
228 <field name="state" invisible="1"/>
229 <field name="type_id" invisible="1"/>
230 <field name="referred" invisible="1"/>
231 <field name="channel_id" invisible="1"/>
232 <field name="message_unread" invisible="1"/>
237 <!-- CRM Lead Calendar View -->
238 <record model="ir.ui.view" id="crm_case_calendar_view_leads">
239 <field name="name">CRM - Leads Calendar</field>
240 <field name="model">crm.lead</field>
241 <field name="priority" eval="2"/>
242 <field name="arch" type="xml">
243 <calendar string="Leads Generation"
244 date_start="date_action" color="user_id">
246 <field name="partner_name"/>
251 <!-- CRM Lead Kanban View -->
252 <record model="ir.ui.view" id="crm_case_kanban_view_leads">
253 <field name="name">CRM - Leads Kanban</field>
254 <field name="model">crm.lead</field>
255 <field name="arch" type="xml">
256 <kanban default_group_by="stage_id">
257 <field name="state" groups="base.group_no_one"/>
258 <field name="stage_id"/>
259 <field name="color"/>
260 <field name="priority"/>
261 <field name="planned_revenue" sum="Expected Revenues"/>
262 <field name="user_email"/>
263 <field name="user_id"/>
264 <field name="partner_address_email"/>
265 <field name="message_summary"/>
266 <field name="message_unread"/>
268 <field name="date_deadline"/>
269 <t t-name="kanban-box">
270 <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_global_click">
271 <div class="oe_dropdown_toggle oe_dropdown_kanban">
272 <span class="oe_e">Ã</span>
273 <ul class="oe_dropdown_menu">
274 <t t-if="widget.view.is_action_enabled('edit')"><li><a type="edit">Edit...</a></li></t>
275 <t t-if="widget.view.is_action_enabled('delete')"><li><a type="delete">Delete</a></li></t>
276 <li><a name="%(mail.action_email_compose_message_wizard)d" type="action">Send Email</a></li>
277 <li><a name="%(opportunity2phonecall_act)d" type="action">Schedule/Log Call</a></li>
278 <li><a name="action_makeMeeting" type="object">Schedule Meeting</a></li>
279 <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
282 <div class="oe_kanban_content">
284 <b><field name="name"/></b>
285 <t t-if="record.planned_revenue.raw_value">
286 - <b><t t-esc="record.planned_revenue.value"/>
287 <field name="company_currency"/></b>
291 <field name="partner_id"/>
293 <div style="padding-left: 0.5em">
294 <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>
295 <span t-attf-class="#{red || ''}"><field name="date_action"/></span>
296 <t t-if="record.date_action.raw_value"> : </t>
297 <field name="title_action"/>
299 <div class="oe_kanban_bottom_right">
300 <a t-if="record.priority.raw_value == 1" type="object" name="set_normal_priority" class="oe_e oe_star_on">7</a>
301 <a t-if="record.priority.raw_value != 1" type="object" name="set_high_priority" class="oe_e oe_star_off">7</a>
302 <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"/>
304 <div class="oe_kanban_footer_left">
305 <t t-raw="record.message_summary.raw_value"/>
308 <div class="oe_clear"></div>
316 <!-- CRM Lead Search View -->
317 <record id="view_crm_case_leads_filter" model="ir.ui.view">
318 <field name="name">CRM - Leads Search</field>
319 <field name="model">crm.lead</field>
320 <field name="arch" type="xml">
321 <search string="Search Leads">
322 <field name="name" string="Lead / Customer" filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
323 <field name="categ_ids" string="Category" filter_domain="[('categ_ids','ilike',self)]"/>
324 <field name="create_date"/>
325 <filter icon="terp-mail-message-new" string="Unread Messages" help="Unread messages" name="message_unread" domain="[('message_unread','=',True)]"/>
327 <filter icon="terp-check" string="New" name="new" help="New Leads" domain="[('state','=','draft')]"/>
328 <filter icon="terp-camera_test" string="In Progress" name="open" domain="[('state','=','open')]"/>
330 <filter string="Unassigned Leads" icon="terp-personal-" domain="[('user_id','=', False)]" help="Unassigned Leads"/>
332 <filter string="Leads Assigned to Me or My Team(s)" icon="terp-personal+" context="{'invisible_section': False}"
333 domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
334 help="Leads that are assigned to one of the sale teams I manage, or to me"/>
335 <field name="user_id"/>
336 <field name="section_id" context="{'invisible_section': False}"/>
337 <field name="country_id" context="{'invisible_country': False}"/>
338 <group expand="0" string="Group By...">
339 <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
340 <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
341 <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
342 <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
343 <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}"/>
344 <separator orientation="vertical"/>
345 <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
346 <filter string="Creation" help="Create date" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
348 <group string="Display">
349 <filter string="Show Countries" icon="terp-personal+" context="{'invisible_country': False}" help="Show Countries"/>
350 <filter string="Show Sales Team" icon="terp-personal+" context="{'invisible_section': False}" domain="[]" help="Show Sales Team"/>
361 <!-- Opportunities Form View -->
362 <record model="ir.ui.view" id="crm_case_form_view_oppor">
363 <field name="name">Opportunities</field>
364 <field name="model">crm.lead</field>
365 <field name="priority">20</field>
366 <field name="arch" type="xml">
367 <form string="Opportunities" version="7.0">
369 <button name="case_mark_won" string="Mark Won" type="object"
370 states="draft,open,pending" class="oe_highlight"/>
371 <button name="case_mark_lost" string="Mark Lost" type="object"
372 states="draft,open" class="oe_highlight"/>
373 <field name="stage_id" widget="statusbar" clickable="True"/>
376 <div class="oe_right oe_button_box">
377 <button string="Schedule/Log Call"
378 name="%(opportunity2phonecall_act)d"
380 <button string="Meeting"
381 name="action_makeMeeting"
383 context="{'search_default_attendee_id': active_id, 'default_attendee_id' : active_id}"
386 <div class="oe_title">
387 <label for="name" class="oe_edit_only"/>
388 <h1><field name="name"/></h1>
389 <label for="planned_revenue" class="oe_edit_only"/>
391 <field name="company_currency" invisible="1"/>
392 <field name="planned_revenue" class="oe_inline" widget='monetary' options="{'currency_field': 'company_currency'}"/>
393 <span class="oe_grey"> at </span>
394 <field name="probability" class="oe_inline" widget="integer"/>%%
399 <field name="partner_id"
400 on_change="onchange_partner_id(partner_id, email_from)"
402 context="{'default_name': partner_name, 'default_email': email_from, 'default_phone': phone}"/>
403 <field name="email_from" string="Email"/>
404 <field name="phone"/>
408 <label for="title_action"/>
410 <field name="date_action" nolabel="1"/> <label string="-" attrs="{'invisible': ['|', ('date_action', '=', False), ('title_action', '=', False)]}"/>
411 <field name="title_action" class="oe_inline" nolabel="1" placeholder="e.g. Call for proposal"/>
413 <field name="date_deadline"/>
414 <field name="priority"/>
418 <field name="user_id"/>
419 <label for="section_id"/>
421 <field name="section_id" widget="selection"/>
422 <button name="case_escalate" string="Escalate" type="object" class="oe_link"
423 attrs="{'invisible': [('section_id', '=', False)]}"/>
427 <field name="categ_ids"
428 string="Categories" widget="many2many_tags"
429 context = "{'object_name': 'crm.lead'}"
430 domain="[('object_id.model', '=', 'crm.lead')]"/>
435 <notebook colspan="4">
436 <page string="Internal Notes">
437 <field name="description"/>
442 <field name="partner_name"/>
443 <label for="street" string="Address"/>
445 <field name="street" placeholder="Street..."/>
446 <field name="street2"/>
447 <div class="address_format">
448 <field name="city" placeholder="City" style="width: 40%%"/>
449 <field name="state_id" options='{"no_open": True}' on_change="onchange_state(state_id)" placeholder="State" style="width: 24%%"/>
450 <field name="zip" placeholder="ZIP" style="width: 34%%"/>
452 <field name="country_id" placeholder="Country" options='{"no_open": True}'/>
457 <label for="contact_name"/>
459 <field name="contact_name" class="oe_inline"/>
460 <field name="title" placeholder="Title" domain="[('domain', '=', 'contact')]" options='{"no_open": True}' class="oe_inline"/>
462 <field name="function"/>
463 <field name="mobile"/>
467 <group string="Categorization">
468 <field name="type_id" />
469 <field name="channel_id" widget="selection"/>
471 <group string="Mailings">
472 <field name="opt_out"/>
474 <group string="Misc">
475 <field name="active"/>
476 <field name="day_open" groups="base.group_no_one"/>
477 <field name="day_close" groups="base.group_no_one"/>
478 <field name="referred"/>
479 <field name="state" invisible="1"/>
480 <field name="type" invisible="1"/>
482 <group string="References">
488 <page string="Fund Raising" groups="crm.group_fund_raising">
490 <field name="payment_mode" widget="selection"/>
491 <field name="planned_cost"/>
496 <div class="oe_chatter">
497 <field name="message_follower_ids" widget="mail_followers"/>
498 <field name="message_ids" widget="mail_thread"/>
504 <!-- Opportunities Tree View -->
505 <record model="ir.ui.view" id="crm_case_tree_view_oppor">
506 <field name="name">Opportunities Tree</field>
507 <field name="model">crm.lead</field>
508 <field name="arch" type="xml">
509 <tree string="Opportunities" fonts="bold:message_unread==True" colors="gray:state in ('cancel', 'done');red:date_deadline and (date_deadline < current_date)">
510 <field name="date_deadline" invisible="1"/>
511 <field name="create_date" groups="base.group_no_one"/>
512 <field name="name" string="Opportunity"/>
513 <field name="partner_id" string="Customer"/>
514 <field name="country_id" invisible="context.get('invisible_country', True)"/>
515 <field name="date_action"/>
516 <field name="title_action"/>
517 <field name="channel_id" invisible="1"/>
518 <field name="type_id" invisible="1"/>
519 <field name="stage_id"/>
520 <field name="planned_revenue" sum="Expected Revenues"/>
521 <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
522 <field name="section_id" invisible="context.get('invisible_section', True)"/>
523 <field name="user_id"/>
524 <field name="priority" invisible="1"/>
525 <field name="state" groups="base.group_no_one"/>
526 <field name="message_unread" invisible="1"/>
532 <!-- Opportunities Search View -->
533 <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
534 <field name="name">CRM - Opportunities Search</field>
535 <field name="model">crm.lead</field>
536 <field name="arch" type="xml">
537 <search string="Search Opportunities">
538 <field name="name" string="Opportunity"
539 filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
540 <field name="categ_ids" string="Category" filter_domain="[('categ_ids','ilike', self)]"/>
541 <filter icon="terp-mail-message-new" string="Unread Messages" help="Unread messages" name="message_unread" domain="[('message_unread','=',True)]"/>
543 <filter icon="terp-check" string="New" help="New Opportunities" name="new" domain="[('state','=','draft')]"/>
544 <filter icon="terp-camera_test" string="In Progress" help="Open Opportunities" name="open" domain="[('state','=','open')]"/>
546 <filter string="Unassigned Opportunities" icon="terp-personal-" domain="[('user_id','=', False)]" help="Unassigned Opportunities"/>
548 <filter string="Opportunities Assigned to Me or My Team(s)" icon="terp-personal+"
549 domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]" context="{'invisible_section': False}"
550 help="Opportunities that are assigned to either me or one of the sale teams I manage"/>
551 <field name="user_id"/>
552 <field name="section_id" context="{'invisible_section': False, 'default_section_id': self}"/>
553 <field name="partner_id"/>
554 <group expand="0" string="Group By..." colspan="16">
555 <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
556 <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
557 <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
558 <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
559 <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}"/>
560 <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
561 <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}"/>
562 <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
563 <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}"/>
565 <group string="Display">
566 <filter string="Show Sales Team" context="{'invisible_section': False}" domain="[]" help="Show Sales Team"/>