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" 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" layout="manual">
380 <div class="oe_form_topbar oe_form_topbar_hifirst">
381 <button name="case_open" string="Open" type="object"
383 <button name="case_mark_won" string="Mark Won" type="object"
384 states="draft,open"/>
385 <button name="case_mark_lost" string="Mark Lost" type="object"
386 states="draft,open"/>
387 <button name="case_reset" string="Reset to Draft" type="object"
389 <button name="case_escalate" string="Escalate" type="object"
391 <button name="stage_previous" string="Previous" type="object"
392 states="open" icon="gtk-go-back" context="{'stage_type': 'opportunity'}"/>
393 <button name="stage_next" string="Next" type="object"
394 states="open" icon="gtk-go-forward" context="{'stage_type': 'opportunity'}"/>
395 <div class="oe_right">
396 <field name="stage_id" nolabel="1" widget="statusbar"
397 on_change="onchange_stage_id(stage_id)"/>
399 <div class="oe_clear"/>
401 <sheet layout="auto">
402 <group colspan="4" col="2" width="auto">
403 <field name="name" required="1" nolabel="1" class="oe_form_title" placeholder="Need new website design"/>
404 <div class="oe_text_right">
405 <button string="Schedule/Log Call"
406 name="%(opportunity2phonecall_act)d" icon="terp-call-start"
408 <button string="Schedule Meeting" icon="gtk-redo"
409 name="action_makeMeeting"
413 <group colspan="4" col="4" class="oe_form_group_label_border" style="margin-top: 20px;">
414 <field name="user_id"/>
415 <field name="planned_revenue"/>
417 <field name="date_action"/>
418 <field name="date_deadline"/>
420 <field name="title_action" placeholder="Call to analyse needs"/>
421 <field name="probability"/>
423 <field name="type" invisible="1"/>
425 <notebook colspan="4">
426 <page string="Opportunity">
427 <group col="4" colspan="2">
428 <separator colspan="4" string="Contacts"/>
429 <group colspan="2" col="3" class="oe_form_group_label_border">
430 <field width="80%%" name="partner_id" select="1"
431 on_change="onchange_partner_id(partner_id, email_from)" string="Customer"/>
432 <button name="%(action_crm_lead2partner)d"
433 icon="terp-partner" type="action"
435 attrs="{'invisible':[('partner_id','!=',False)]}"/>
436 <field name="phone" colspan="3" placeholder="+32.81.81.37.00"/>
437 <field width="80%%" name="email_from" string="Email"/>
438 <button string="Mail"
439 name="%(mail.action_email_compose_message_wizard)d"
440 context="{'mail':'new', 'model': 'crm.lead'}"
441 icon="terp-mail-message-new" type="action" />
444 <group col="2" colspan="2" class="oe_form_group_label_border">
445 <separator colspan="2" string="Category"/>
446 <field name="section_id" colspan="1" widget="selection"/>
447 <field name="categ_id" select="1"
448 string="Category" widget="selection"
449 domain="[('object_id.model', '=', 'crm.lead')]" />
450 <field name="state"/>
451 <field name="priority"/>
454 <separator colspan="4" string="Details"/>
455 <field name="description" nolabel="1" colspan="4"/>
458 <separator string="Contact" colspan="4"/>
459 <group colspan="4" col="4" class="oe_form_group_label_border">
460 <field name="partner_name" string="Customer Name" colspan="4"/>
462 <group colspan="2" col="2" class="oe_form_group_label_border">
463 <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
464 <field name="fax" placeholder="+32.81.81.37.00"/>
465 <field name="street"/>
467 <field name="country_id"/>
469 <group colspan="2" col="2" class="oe_form_group_label_border">
470 <field name="function" />
471 <field name="mobile" placeholder="+32.81.81.37.00"/>
472 <field name="street2"/>
474 <field name="state_id"/>
477 <group colspan="2" col="2" class="oe_form_group_label_border">
478 <separator string="Categorization" colspan="2"/>
479 <field name="type_id" placeholder="Mailing june"/>
480 <field name="channel_id" placeholder="E-mail"/>
482 <group colspan="2" col="2" class="oe_form_group_label_border">
483 <separator string="Mailings" colspan="2"/>
484 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
485 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
488 <page string="Extra Info">
489 <group col="2" colspan="2" class="oe_form_group_label_border">
490 <separator string="Misc" colspan="2"/>
491 <field name="active"/>
492 <field name="day_open" groups="base.group_no_one"/>
493 <field name="day_close" groups="base.group_no_one"/>
494 <field name="referred" placeholder="tom@reseller.com"/>
496 <group col="2" colspan="2" class="oe_form_group_label_border">
497 <separator colspan="4" string="References"/>
504 <div class="oe_form_bottom">
505 <field name="message_ids" colspan="4" widget="ThreadView" nolabel="1"/>
511 <!-- Opportunities Tree View -->
512 <record model="ir.ui.view" id="crm_case_tree_view_oppor">
513 <field name="name">Opportunities Tree</field>
514 <field name="model">crm.lead</field>
515 <field name="type">tree</field>
516 <field name="arch" type="xml">
517 <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)">
518 <field name="needaction_pending" invisible="1"/>
519 <field name="date_deadline" invisible="1"/>
520 <field name="create_date" groups="base.group_no_one"/>
521 <field name="name" string="Opportunity"/>
522 <field name="partner_id" string="Customer"/>
523 <field name="country_id" invisible="context.get('invisible_country', True)" />
524 <field name="date_action"/>
525 <field name="title_action" />
526 <field name="channel_id" invisible="1"/>
527 <field name="type_id" invisible="1"/>
528 <field name="subjects" invisible="1"/>
529 <field name="stage_id"/>
530 <field name="planned_revenue" sum="Expected Revenues"/>
531 <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
532 <field name="section_id" invisible="context.get('invisible_section', True)" />
533 <field name="user_id"/>
534 <field name="priority" invisible="1"/>
535 <field name="categ_id" invisible="1"/>
536 <field name="state" groups="base.group_no_one"/>
542 <!-- Opportunities Search View -->
543 <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
544 <field name="name">CRM - Opportunities Search</field>
545 <field name="model">crm.lead</field>
546 <field name="type">search</field>
547 <field name="arch" type="xml">
548 <search string="Search Opportunities">
549 <filter icon="terp-check"
550 string="New" help="New Opportunities"
552 domain="[('state','=','draft')]"/>
553 <filter icon="terp-camera_test"
554 string="Open" help="Open Opportunities"
556 domain="[('state','=','open')]"/>
557 <filter icon="terp-gtk-media-pause"
558 string="Pending" help="Pending Opportunities"
560 domain="[('state','=','pending')]"/>
561 <separator orientation="vertical"/>
562 <field name="name" string="Opportunity / Customer"
563 filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
564 <field name="user_id">
565 <filter icon="terp-personal-"
566 domain="[('user_id','=', False)]"
567 help="Unassigned Opportunities" />
569 <field name="section_id"
570 context="{'invisible_section': False, 'default_section_id': self}">
571 <filter icon="terp-personal+"
572 domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
573 context="{'invisible_section': False}"
574 help="My Sales Team(s)" />
575 <filter icon="terp-personal+"
576 context="{'invisible_section': False}"
578 help="Show Sales Team"/>
581 <group expand="0" string="Group By..." colspan="16">
582 <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
583 <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
584 <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
585 <separator orientation="vertical" />
586 <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
587 <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
588 <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
589 <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
590 <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
591 <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
592 <separator orientation="vertical" />
593 <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
594 <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
600 <!-- crm.lead Opportunities Graph View -->
601 <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
602 <field name="name">CRM - Opportunity Graph</field>
603 <field name="model">crm.lead</field>
604 <field name="type">graph</field>
605 <field name="arch" type="xml">
606 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
607 <field name="categ_id"/>
608 <field name="planned_revenue" operator="+"/>
609 <field name="state" group="True"/>