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">
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 <field name="stage_id" widget="statusbar"
74 on_change="onchange_stage_id(stage_id)"/>
77 <label for="name" class="oe_form_readonly_hidden" string="Lead Description"/>
78 <h1><field name="name" placeholder="Describe the lead..."/></h1>
81 <field name="user_id" />
82 <field name="section_id" widget="selection" />
83 <field name="type" invisible="1"/>
86 <field name="priority"/>
87 <field name="categ_id"
89 domain="[('object_id.model','=','crm.lead')]"/>
92 <field name="partner_name" string="Company Name"/>
93 <field name="partner_id" string="Customer"/>
94 <label for="street" string="Address"/>
96 <field name="street" placeholder="Street..."/>
97 <field name="street2"/>
99 <field name="zip" class="oe_form_inline" placeholder="ZIP"/>
100 <field name="city" class="oe_form_inline" placeholder="City"/>
102 <field name="state_id" placeholder="State"/>
103 <field name="country_id" placeholder="Country"/>
107 <field name="contact_name" />
108 <field name="email_from" widget="email"/>
109 <field name="function" />
110 <field domain="[('domain', '=', 'contact')]" name="title"/>
111 <field name="phone"/>
112 <field name="mobile"/>
115 This should be integrated in Open Chatter
116 <button string="Mail"
117 name="%(mail.action_email_compose_message_wizard)d"
118 icon="terp-mail-message-new" type="action" colspan="1"/>
122 <notebook colspan="4">
123 <page string="Notes">
124 <field name="description"/>
126 <page string="Extra Info">
128 <group string="Categorization">
129 <field name="company_id"
130 groups="base.group_multi_company"
131 widget="selection" colspan="2" />
132 <field name="type_id" select="1" widget="selection"/>
133 <field name="channel_id" select="1" widget="selection"/>
134 <field name="referred"/>
135 <field name="state" groups="base.group_no_one"/>
137 <group string="Mailings">
138 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
139 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
145 <div class="oe_form_bottom">
146 <field name="message_ids" widget="ThreadView"/>
152 <!-- CRM Lead Tree View -->
153 <record model="ir.ui.view" id="crm_case_tree_view_leads">
154 <field name="name">Leads</field>
155 <field name="model">crm.lead</field>
156 <field name="type">tree</field>
157 <field name="arch" type="xml">
158 <tree string="Leads" fonts="bold:needaction_pending==True" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
159 <field name="needaction_pending" invisible="1"/>
160 <field name="date_deadline" invisible="1"/>
161 <field name="create_date" groups="base.group_no_one"/>
163 <field name="contact_name"/>
164 <field name="country_id" invisible="context.get('invisible_country', True)" />
165 <field name="email_from"/>
166 <field name="phone"/>
167 <field name="stage_id"/>
168 <field name="categ_id" invisible="1"/>
169 <field name="section_id" invisible="context.get('invisible_section', True)" />
170 <field name="state" groups="base.group_no_one"/>
171 <field name="type_id" invisible="1"/>
172 <field name="referred" invisible="1"/>
173 <field name="channel_id" invisible="1"/>
174 <field name="subjects" invisible="1"/>
179 <!-- CRM Lead Calendar View -->
180 <record model="ir.ui.view" id="crm_case_calendar_view_leads">
181 <field name="name">CRM - Leads Calendar</field>
182 <field name="model">crm.lead</field>
183 <field name="type">calendar</field>
184 <field name="priority" eval="2"/>
185 <field name="arch" type="xml">
186 <calendar string="Leads Generation"
187 date_start="date_action" color="user_id">
188 <field name="name" />
189 <field name="partner_name" />
194 <!-- CRM Lead Kanban View -->
195 <record model="ir.ui.view" id="crm_case_kanban_view_leads">
196 <field name="name">CRM - Leads Kanban</field>
197 <field name="model">crm.lead</field>
198 <field name="type">kanban</field>
199 <field name="arch" type="xml">
200 <kanban default_group_by="stage_id">
201 <field name="state" groups="base.group_no_one"/>
202 <field name="color"/>
203 <field name="priority"/>
204 <field name="planned_revenue" sum="Expected Revenues"/>
205 <field name="user_email"/>
206 <field name="user_id"/>
207 <field name="partner_address_email"/>
209 <t t-name="lead_details">
210 <ul class="oe_kanban_tooltip">
211 <li t-if="record.phone.raw_value"><b>Phone:</b> <field name="phone"/></li>
212 <li><b>Probability:</b> <field name="probability"/>%%</li>
213 <li><b>Creation date:</b> <field name="create_date"/></li>
214 <li t-if="record.date_deadline.raw_value"><b>Date Deadline:</b> <field name="date_deadline"/></li>
217 <t t-name="kanban-box">
218 <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card">
219 <a class="oe_kanban_menuaction oe_i">B</a>
220 <ul class="oe_kanban_menu">
221 <li><a type="edit" >Edit...</a></li>
222 <li><a type="delete">Delete</a></li>
223 <li><a name="%(mail.action_email_compose_message_wizard)d" type="action">Send New Email</a></li>
224 <li><a name="%(opportunity2phonecall_act)d" type="action">Log Call</a></li>
225 <li><a name="action_makeMeeting" type="object">Schedule Meeting</a></li>
226 <li><a name="%(crm.action_crm_add_note)d" context="{'model': 'crm.lead' }" type="action">Add Internal Note</a></li>
227 <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
229 <div class="oe_kanban_content">
231 <b><field name="name"/></b>
232 <t t-if="record.planned_revenue.raw_value">
233 - <b><t t-esc="Math.round(record.planned_revenue.value)"/>
234 <field name="company_currency"/></b>
238 <field name="partner_id"/>
240 <div style="padding-left: 0.5em">
242 <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>
243 <span t-attf-class="#{red || ''}">
244 <field name="date_action"/>
246 <t t-if="record.date_action.raw_value"> : </t>
247 <field name="title_action"/>
250 <div class="oe_right">
251 <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
252 <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);"/>
254 <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>
255 <span t-attf-class="oe_kanban_status #{red}"> </span>
257 <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"/>
259 <div class="oe_kanban_footer_left">
262 <div class="oe_clear"></div>
265 <div class="oe_kanban_right">
266 <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
267 <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
268 <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
269 <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
278 <!-- CRM Lead Search View -->
279 <record id="view_crm_case_leads_filter" model="ir.ui.view">
280 <field name="name">CRM - Leads Search</field>
281 <field name="model">crm.lead</field>
282 <field name="type">search</field>
283 <field name="arch" type="xml">
284 <search string="Search Leads">
285 <filter icon="terp-check"
287 name="new" help="New Leads"
288 domain="[('state','=','draft')]"/>
289 <filter icon="terp-camera_test"
292 domain="[('state','=','open')]"/>
293 <filter icon="terp-gtk-media-pause"
296 domain="[('state','=','pending')]"/>
298 <separator orientation="vertical"/>
299 <filter icon="terp-go-today" string="Today"
300 domain="[('create_date','<', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','>=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
301 help="Todays' Leads" />
302 <filter icon="terp-go-week" string="7 Days"
303 help="Leads creating during last 7 days"
304 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'))]"
306 <separator orientation="vertical"/>
307 <field name="name" string="Lead / Customer"
308 filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
309 <field name="user_id">
310 <filter icon="terp-personal-"
311 domain="[('user_id','=', False)]"
312 help="Unassigned Leads" />
314 <field name="subjects"/>
315 <field name="section_id" widget="selection"
316 context="{'invisible_section': False}">
317 <filter icon="terp-personal+"
318 context="{'invisible_section': False}"
319 domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
320 help="My Sales Team(s)"/>
321 <filter icon="terp-personal+"
322 context="{'invisible_section': False}"
324 help="Show Sales Team"/>
326 <separator orientation="vertical"/>
327 <field name="country_id" context="{'invisible_country': False}">
328 <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
331 <group expand="0" string="Group By...">
332 <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
333 <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
334 <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
335 <separator orientation="vertical"/>
336 <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
337 <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
338 domain="[]" context="{'group_by':'type_id'}" />
339 <filter string="Channel" icon="terp-call-start"
340 domain="[]" context="{'group_by':'channel_id'}" />
341 <separator orientation="vertical"/>
342 <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
343 <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
344 <separator orientation="vertical" groups="base.group_no_one"/>
345 <filter string="Creation" help="Create date" icon="terp-go-month"
346 domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
357 <!-- Opportunities Form View -->
358 <record model="ir.ui.view" id="crm_case_form_view_oppor">
359 <field name="name">Opportunities</field>
360 <field name="model">crm.lead</field>
361 <field name="type">form</field>
362 <field name="priority">20</field>
363 <field name="arch" type="xml">
364 <form string="Opportunities" validate="0">
366 <button name="case_mark_won" string="Mark Won" states="open,pending" type="object" />
367 <button name="case_open" string="Open" states="draft,pending" type="object" />
368 <button name="case_pending" string="Pending" states="draft,open" type="object" />
369 <button name="case_escalate" string="Escalate" states="open,pending" type="object" />
370 <button name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" />
371 <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" />
372 <button name="case_cancel" string="Cancel" states="draft" type="object" />
373 <field name="state" widget="statusbar" statusbar_visible="draft,open,done" statusbar_colors='{"pending":"blue"}'/>
376 <div class="oe_right oe_form_button_box">
377 <button string="Schedule/Log Call"
378 name="%(opportunity2phonecall_act)d"
380 <button string="Schedule Meeting"
381 name="action_makeMeeting"
384 <div class="oe_form_title">
385 <label for="name" class="oe_form_readonly_hidden"/>
386 <h1><field name="name"/></h1>
388 <label for="planned_revenue" class="oe_form_readonly_hidden"/>
390 <field name="planned_revenue" class="oe_form_inline"/>
391 <field name="company_currency" class="oe_form_readonly_hidden oe_form_inline"/> at
392 <field name="probability" class="oe_form_inline"/> %% success rate
397 <field name="partner_id"
398 on_change="onchange_partner_id(partner_id, email_from)"
400 context="{'default_name': partner_name, 'default_email': email_from, 'default_phone': phone}"/>
401 <field name="email_from" string="Email"/>
402 <field name="phone"/>
406 <label for="title_action"/>
408 <field name="date_action" nolabel="1"/> -
409 <field name="title_action" class="oe_form_inline" nolabel="1" placeholder="Call for proposal"/>
411 <field name="date_deadline"/>
412 <field name="priority"/>
416 <field name="user_id"/>
417 <field name="section_id" colspan="1" widget="selection"/>
420 <field name="categ_id" select="1"
421 string="Category" widget="selection"
422 domain="[('object_id.model', '=', 'crm.lead')]" />
427 <!--<button string="Mail"
428 name="%(mail.action_email_compose_message_wizard)d"
429 context="{'mail':'new', 'model': 'crm.lead'}"
430 icon="terp-mail-message-new" type="action" />-->
432 <notebook colspan="4">
433 <page string="Internal Notes">
434 <field name="description"/>
439 <field name="partner_name"/>
440 <label for="street" string="Address"/>
442 <field name="street" placeholder="Street..."/>
443 <field name="street2"/>
445 <field name="zip" class="oe_form_inline" placeholder="ZIP"/>
446 <field name="city" class="oe_form_inline" placeholder="City"/>
448 <field name="state_id" placeholder="State"/>
449 <field name="country_id" placeholder="Country"/>
454 <field name="contact_name" />
455 <field name="function" />
456 <field domain="[('domain', '=', 'contact')]" name="title"/>
457 <field name="mobile"/>
461 <group string="Categorization">
462 <field name="type_id" widget="selection"/>
463 <field name="channel_id" widget="selection"/>
465 <group string="Mailings">
466 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
467 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
469 <group string="Misc">
470 <field name="active"/>
471 <field name="day_open" groups="base.group_no_one"/>
472 <field name="day_close" groups="base.group_no_one"/>
473 <field name="referred"/>
475 <group string="References">
484 <field name="message_ids" widget="ThreadView"/>
490 <!-- Opportunities Tree View -->
491 <record model="ir.ui.view" id="crm_case_tree_view_oppor">
492 <field name="name">Opportunities Tree</field>
493 <field name="model">crm.lead</field>
494 <field name="type">tree</field>
495 <field name="arch" type="xml">
496 <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)">
497 <field name="needaction_pending" invisible="1"/>
498 <field name="date_deadline" invisible="1"/>
499 <field name="create_date" groups="base.group_no_one"/>
500 <field name="name" string="Opportunity"/>
501 <field name="partner_id" string="Customer"/>
502 <field name="country_id" invisible="context.get('invisible_country', True)" />
503 <field name="date_action"/>
504 <field name="title_action" />
505 <field name="channel_id" invisible="1"/>
506 <field name="type_id" invisible="1"/>
507 <field name="subjects" invisible="1"/>
508 <field name="stage_id"/>
509 <field name="planned_revenue" sum="Expected Revenues"/>
510 <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
511 <field name="section_id" invisible="context.get('invisible_section', True)" />
512 <field name="user_id"/>
513 <field name="priority" invisible="1"/>
514 <field name="categ_id" invisible="1"/>
515 <field name="state" groups="base.group_no_one"/>
521 <!-- Opportunities Search View -->
522 <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
523 <field name="name">CRM - Opportunities Search</field>
524 <field name="model">crm.lead</field>
525 <field name="type">search</field>
526 <field name="arch" type="xml">
527 <search string="Search Opportunities">
528 <filter icon="terp-check"
529 string="New" help="New Opportunities"
531 domain="[('state','=','draft')]"/>
532 <filter icon="terp-camera_test"
533 string="Open" help="Open Opportunities"
535 domain="[('state','=','open')]"/>
536 <filter icon="terp-gtk-media-pause"
537 string="Pending" help="Pending Opportunities"
539 domain="[('state','=','pending')]"/>
540 <separator orientation="vertical"/>
541 <field name="name" string="Opportunity / Customer"
542 filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
543 <field name="user_id">
544 <filter icon="terp-personal-"
545 domain="[('user_id','=', False)]"
546 help="Unassigned Opportunities" />
548 <field name="section_id"
549 context="{'invisible_section': False, 'default_section_id': self}">
550 <filter icon="terp-personal+"
551 domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
552 context="{'invisible_section': False}"
553 help="My Sales Team(s)" />
554 <filter icon="terp-personal+"
555 context="{'invisible_section': False}"
557 help="Show Sales Team"/>
560 <group expand="0" string="Group By..." colspan="16">
561 <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
562 <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
563 <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
564 <separator orientation="vertical" />
565 <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
566 <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
567 <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
568 <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
569 <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
570 <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
571 <separator orientation="vertical" />
572 <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
573 <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
579 <!-- crm.lead Opportunities Graph View -->
580 <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
581 <field name="name">CRM - Opportunity Graph</field>
582 <field name="model">crm.lead</field>
583 <field name="type">graph</field>
584 <field name="arch" type="xml">
585 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
586 <field name="categ_id"/>
587 <field name="planned_revenue" operator="+"/>
588 <field name="state" group="True"/>