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 id="act_crm_opportunity_crm_phonecall_new"
59 groups="base.group_sale_salesman"
60 res_model="crm.phonecall"
61 view_mode="tree,calendar,form"
62 context="{'default_duration': 1.0 ,'default_opportunity_id': active_id,'default_partner_phone':phone}"
63 domain="[('opportunity_id', '=', active_id)]"
67 id="act_crm_opportunity_crm_meeting_new"
69 res_model="crm.meeting"
70 view_mode="tree,form,calendar"
71 context="{'default_duration': 4.0, 'default_opportunity_id': active_id}"
72 domain="[('opportunity_id', '=', active_id)]"
76 <!-- CRM Lead Form View -->
77 <record model="ir.ui.view" id="crm_case_form_view_leads">
78 <field name="name">CRM - Leads Form</field>
79 <field name="model">crm.lead</field>
80 <field name="type">form</field>
81 <field name="arch" type="xml">
82 <form string="Leads Form" version="7.0">
84 <button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
85 states="draft,open,pending" help="Convert to Opportunity" class="oe_highlight"/>
86 <button name="case_escalate" string="Escalate" type="object" class="oe_form_button_return_flow"
87 states="draft,open,pending"/>
88 <button name="case_reset" string="Reset" type="object"
90 <button name="case_cancel" string="Cancel" type="object"
91 states="draft,open,pending"/>
92 <field name="stage_id" widget="statusbar"
93 on_change="onchange_stage_id(stage_id)"/>
96 <div class="oe_right oe_button_box" name="buttons">
98 name="%(act_crm_opportunity_crm_meeting_new)d"
101 <button type="action"
102 name="%(act_crm_opportunity_crm_phonecall_new)d"
103 string="Phone Calls" />
106 <label for="name" class="oe_edit_only" string="Lead Description"/>
107 <h1><field name="name" placeholder="Describe the lead..."/></h1>
110 <field name="user_id" />
111 <field name="section_id" widget="selection" />
112 <field name="type" invisible="1"/>
115 <field name="priority"/>
116 <field name="categ_id"
118 domain="[('object_id.model','=','crm.lead')]"/>
121 <field name="partner_name" string="Company Name"/>
122 <field name="partner_id" string="Customer"/>
123 <label for="street" string="Address"/>
125 <field name="street" placeholder="Street..."/>
126 <field name="street2"/>
128 <field name="zip" class="oe_inline" placeholder="ZIP"/>
129 <field name="city" class="oe_inline" placeholder="City"/>
131 <field name="state_id" placeholder="State"/>
132 <field name="country_id" placeholder="Country"/>
136 <field name="contact_name" />
137 <field name="email_from" widget="email"/>
138 <field name="function" />
139 <field domain="[('domain', '=', 'contact')]" name="title"/>
140 <field name="phone"/>
141 <field name="mobile"/>
144 This should be integrated in Open Chatter
145 <button string="Mail"
146 name="%(mail.action_email_compose_message_wizard)d"
147 icon="terp-mail-message-new" type="action" colspan="1"/>
151 <notebook colspan="4">
152 <page string="Notes">
153 <field name="description"/>
155 <page string="Extra Info">
157 <group string="Categorization">
158 <field name="company_id"
159 groups="base.group_multi_company"
160 widget="selection" colspan="2" />
161 <field name="type_id" widget="selection"/>
162 <field name="channel_id" widget="selection"/>
163 <field name="referred"/>
164 <field name="state" groups="base.group_no_one"/>
166 <group string="Mailings">
167 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
168 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
174 <div class="oe_bottom">
175 <field name="message_ids" widget="ThreadView"/>
181 <!-- CRM Lead Tree View -->
182 <record model="ir.ui.view" id="crm_case_tree_view_leads">
183 <field name="name">Leads</field>
184 <field name="model">crm.lead</field>
185 <field name="type">tree</field>
186 <field name="arch" type="xml">
187 <tree string="Leads" fonts="bold:needaction_pending==True" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
188 <field name="needaction_pending" invisible="1"/>
189 <field name="date_deadline" invisible="1"/>
190 <field name="create_date" groups="base.group_no_one"/>
192 <field name="contact_name"/>
193 <field name="country_id" invisible="context.get('invisible_country', True)" />
194 <field name="email_from"/>
195 <field name="phone"/>
196 <field name="stage_id"/>
197 <field name="categ_id" invisible="1"/>
198 <field name="section_id" invisible="context.get('invisible_section', True)" />
199 <field name="state" groups="base.group_no_one"/>
200 <field name="type_id" invisible="1"/>
201 <field name="referred" invisible="1"/>
202 <field name="channel_id" invisible="1"/>
203 <field name="subjects" invisible="1"/>
208 <!-- CRM Lead Calendar View -->
209 <record model="ir.ui.view" id="crm_case_calendar_view_leads">
210 <field name="name">CRM - Leads Calendar</field>
211 <field name="model">crm.lead</field>
212 <field name="type">calendar</field>
213 <field name="priority" eval="2"/>
214 <field name="arch" type="xml">
215 <calendar string="Leads Generation"
216 date_start="date_action" color="user_id">
217 <field name="name" />
218 <field name="partner_name" />
223 <!-- CRM Lead Kanban View -->
224 <record model="ir.ui.view" id="crm_case_kanban_view_leads">
225 <field name="name">CRM - Leads Kanban</field>
226 <field name="model">crm.lead</field>
227 <field name="type">kanban</field>
228 <field name="arch" type="xml">
229 <kanban default_group_by="stage_id">
230 <field name="state" groups="base.group_no_one"/>
231 <field name="color"/>
232 <field name="priority"/>
233 <field name="planned_revenue" sum="Expected Revenues"/>
234 <field name="user_email"/>
235 <field name="user_id"/>
236 <field name="partner_address_email"/>
238 <t t-name="lead_details">
239 <ul class="oe_kanban_tooltip">
240 <li t-if="record.phone.raw_value"><b>Phone:</b> <field name="phone"/></li>
241 <li><b>Probability:</b> <field name="probability"/>%%</li>
242 <li><b>Creation date:</b> <field name="create_date"/></li>
243 <li t-if="record.date_deadline.raw_value"><b>Date Deadline:</b> <field name="date_deadline"/></li>
246 <t t-name="kanban-box">
247 <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card">
248 <div class="oe_dropdown_toggle oe_dropdown_kanban">
249 <span class="oe_e">i</span>
250 <ul class="oe_dropdown_menu">
251 <li><a type="edit" >Edit...</a></li>
252 <li><a type="delete">Delete</a></li>
253 <li><a name="%(mail.action_email_compose_message_wizard)d" type="action">Send Email</a></li>
254 <li><a name="%(opportunity2phonecall_act)d" type="action">Log Call</a></li>
255 <li><a name="action_makeMeeting" type="object">Schedule Meeting</a></li>
256 <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
259 <div class="oe_kanban_content">
261 <b><field name="name"/></b>
262 <t t-if="record.planned_revenue.raw_value">
263 - <b><t t-esc="Math.round(record.planned_revenue.value)"/>
264 <field name="company_currency"/></b>
268 <field name="partner_id"/>
270 <div style="padding-left: 0.5em">
272 <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>
273 <span t-attf-class="#{red || ''}">
274 <field name="date_action"/>
276 <t t-if="record.date_action.raw_value"> : </t>
277 <field name="title_action"/>
280 <div class="oe_right">
281 <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
282 <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);"/>
284 <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>
285 <span t-attf-class="oe_kanban_status #{red}"> </span>
287 <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"/>
289 <div class="oe_kanban_footer_left">
292 <div class="oe_clear"></div>
295 <div class="oe_kanban_right">
296 <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
297 <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
298 <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
299 <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
308 <!-- CRM Lead Search View -->
309 <record id="view_crm_case_leads_filter" model="ir.ui.view">
310 <field name="name">CRM - Leads Search</field>
311 <field name="model">crm.lead</field>
312 <field name="type">search</field>
313 <field name="arch" type="xml">
314 <search string="Search Leads">
315 <filter icon="terp-check"
317 name="new" help="New Leads"
318 domain="[('state','=','draft')]"/>
319 <filter icon="terp-camera_test"
322 domain="[('state','=','open')]"/>
323 <filter icon="terp-gtk-media-pause"
326 domain="[('state','=','pending')]"/>
328 <separator orientation="vertical"/>
329 <filter icon="terp-go-today" string="Today"
330 domain="[('create_date','<', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','>=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
331 help="Todays' Leads" />
332 <filter icon="terp-go-week" string="7 Days"
333 help="Leads creating during last 7 days"
334 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'))]"
336 <separator orientation="vertical"/>
337 <field name="name" string="Lead / Customer"
338 filter_domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
339 <field name="user_id">
340 <filter icon="terp-personal-"
341 domain="[('user_id','=', False)]"
342 help="Unassigned Leads" />
344 <field name="subjects"/>
345 <field name="section_id" widget="selection"
346 context="{'invisible_section': False}">
347 <filter icon="terp-personal+"
348 context="{'invisible_section': False}"
349 domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
350 help="My Sales Team(s)"/>
351 <filter icon="terp-personal+"
352 context="{'invisible_section': False}"
354 help="Show Sales Team"/>
356 <separator orientation="vertical"/>
357 <field name="country_id" context="{'invisible_country': False}">
358 <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
361 <group expand="0" string="Group By...">
362 <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
363 <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
364 <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
365 <separator orientation="vertical"/>
366 <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
367 <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
368 domain="[]" context="{'group_by':'type_id'}" />
369 <filter string="Channel" icon="terp-call-start"
370 domain="[]" context="{'group_by':'channel_id'}" />
371 <separator orientation="vertical"/>
372 <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
373 <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
374 <separator orientation="vertical" groups="base.group_no_one"/>
375 <filter string="Creation" help="Create date" icon="terp-go-month"
376 domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
387 <!-- Opportunities Form View -->
388 <record model="ir.ui.view" id="crm_case_form_view_oppor">
389 <field name="name">Opportunities</field>
390 <field name="model">crm.lead</field>
391 <field name="type">form</field>
392 <field name="priority">20</field>
393 <field name="arch" type="xml">
394 <form string="Opportunities" version="7.0">
396 <button name="stage_previous" string="Previous" type="object"
397 states="open" icon="gtk-go-back" context="{'stage_type': 'opportunity'}"/>
398 <button name="stage_next" string="Next" type="object"
399 states="open" icon="gtk-go-forward" context="{'stage_type': 'opportunity'}"/>
400 <button name="case_mark_won" string="Mark Won" type="object"
401 states="open" class="oe_highlight"/>
402 <button name="case_mark_won" string="Mark Won" type="object"
403 states="draft,pending"/>
404 <button name="case_open" string="Open" type="object" class="oe_highlight"
405 states="draft,pending"/>
406 <button name="case_escalate" string="Escalate" type="object"
407 states="open" class="oe_form_button_return_flow"/>
408 <button name="case_mark_lost" string="Mark Lost" type="object"
409 states="draft,open"/>
410 <button name="case_reset" string="Reset to Draft" type="object"
411 states="done,cancel" class="oe_form_button_return_flow"/>
412 <button name="case_cancel" string="Cancel" type="object"
414 <field name="stage_id" widget="statusbar"
415 on_change="onchange_stage_id(stage_id)"/>
418 <div class="oe_right oe_button_box">
419 <button string="Schedule/Log Call"
420 name="%(opportunity2phonecall_act)d"
422 <button string="Schedule Meeting"
423 name="action_makeMeeting"
426 <div class="oe_title">
427 <label for="name" class="oe_edit_only"/>
428 <h1><field name="name"/></h1>
430 <label for="planned_revenue" class="oe_edit_only"/>
432 <field name="planned_revenue" class="oe_inline"/>
433 <field name="company_currency" class="oe_edit_only oe_inline"/> at
434 <field name="probability" class="oe_inline"/> %% success rate
439 <field name="partner_id"
440 on_change="onchange_partner_id(partner_id, email_from)"
442 context="{'default_name': partner_name, 'default_email': email_from, 'default_phone': phone}"/>
443 <field name="email_from" string="Email"/>
444 <field name="phone"/>
448 <label for="title_action"/>
450 <field name="date_action" nolabel="1"/> -
451 <field name="title_action" class="oe_inline" nolabel="1" placeholder="Call for proposal"/>
453 <field name="date_deadline"/>
454 <field name="priority"/>
458 <field name="user_id"/>
459 <field name="section_id" colspan="1" widget="selection"/>
462 <field name="categ_id"
463 string="Category" widget="selection"
464 domain="[('object_id.model', '=', 'crm.lead')]" />
469 <!--<button string="Mail"
470 name="%(mail.action_email_compose_message_wizard)d"
471 context="{'mail':'new', 'model': 'crm.lead'}"
472 icon="terp-mail-message-new" type="action" />-->
474 <notebook colspan="4">
475 <page string="Internal Notes">
476 <field name="description"/>
481 <field name="partner_name"/>
482 <label for="street" string="Address"/>
484 <field name="street" placeholder="Street..."/>
485 <field name="street2"/>
487 <field name="zip" class="oe_inline" placeholder="ZIP"/>
488 <field name="city" class="oe_inline" placeholder="City"/>
490 <field name="state_id" placeholder="State"/>
491 <field name="country_id" placeholder="Country"/>
496 <field name="contact_name" />
497 <field name="function" />
498 <field domain="[('domain', '=', 'contact')]" name="title"/>
499 <field name="mobile"/>
503 <group string="Categorization">
504 <field name="type_id" widget="selection"/>
505 <field name="channel_id" widget="selection"/>
507 <group string="Mailings">
508 <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
509 <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
511 <group string="Misc">
512 <field name="active"/>
513 <field name="day_open" groups="base.group_no_one"/>
514 <field name="day_close" groups="base.group_no_one"/>
515 <field name="referred"/>
516 <field name="state" groups="base.group_no_one"/>
517 <field name="type" invisible="1"/>
519 <group string="References">
528 <field name="message_ids" widget="ThreadView"/>
534 <!-- Opportunities Tree View -->
535 <record model="ir.ui.view" id="crm_case_tree_view_oppor">
536 <field name="name">Opportunities Tree</field>
537 <field name="model">crm.lead</field>
538 <field name="type">tree</field>
539 <field name="arch" type="xml">
540 <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)">
541 <field name="needaction_pending" invisible="1"/>
542 <field name="date_deadline" invisible="1"/>
543 <field name="create_date" groups="base.group_no_one"/>
544 <field name="name" string="Opportunity"/>
545 <field name="partner_id" string="Customer"/>
546 <field name="country_id" invisible="context.get('invisible_country', True)" />
547 <field name="date_action"/>
548 <field name="title_action" />
549 <field name="channel_id" invisible="1"/>
550 <field name="type_id" invisible="1"/>
551 <field name="subjects" invisible="1"/>
552 <field name="stage_id"/>
553 <field name="planned_revenue" sum="Expected Revenues"/>
554 <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
555 <field name="section_id" invisible="context.get('invisible_section', True)" />
556 <field name="user_id"/>
557 <field name="priority" invisible="1"/>
558 <field name="categ_id" invisible="1"/>
559 <field name="state" groups="base.group_no_one"/>
565 <!-- Opportunities Search View -->
566 <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
567 <field name="name">CRM - Opportunities Search</field>
568 <field name="model">crm.lead</field>
569 <field name="type">search</field>
570 <field name="arch" type="xml">
571 <search string="Search Opportunities">
572 <filter icon="terp-check"
573 string="New" help="New Opportunities"
575 domain="[('state','=','draft')]"/>
576 <filter icon="terp-camera_test"
577 string="Open" help="Open Opportunities"
579 domain="[('state','=','open')]"/>
580 <filter icon="terp-gtk-media-pause"
581 string="Pending" help="Pending Opportunities"
583 domain="[('state','=','pending')]"/>
584 <separator orientation="vertical"/>
585 <field name="name" string="Opportunity / Customer"
586 filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
587 <field name="user_id">
588 <filter icon="terp-personal-"
589 domain="[('user_id','=', False)]"
590 help="Unassigned Opportunities" />
592 <field name="section_id"
593 context="{'invisible_section': False, 'default_section_id': self}">
594 <filter icon="terp-personal+"
595 domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
596 context="{'invisible_section': False}"
597 help="My Sales Team(s)" />
598 <filter icon="terp-personal+"
599 context="{'invisible_section': False}"
601 help="Show Sales Team"/>
604 <group expand="0" string="Group By..." colspan="16">
605 <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
606 <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
607 <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
608 <separator orientation="vertical" />
609 <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
610 <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
611 <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
612 <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
613 <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
614 <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
615 <separator orientation="vertical" />
616 <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
617 <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
623 <!-- crm.lead Opportunities Graph View -->
624 <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
625 <field name="name">CRM - Opportunity Graph</field>
626 <field name="model">crm.lead</field>
627 <field name="type">graph</field>
628 <field name="arch" type="xml">
629 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
630 <field name="categ_id"/>
631 <field name="planned_revenue" operator="+"/>
632 <field name="state" group="True"/>