<field name="model">crm.case.stage</field>
<field name="arch" type="xml">
<search string="Stage Search">
- <field name="name" string="Stage Name"/>
- <field name="state"/>
+ <field name="name"/>
<field name="type"/>
+ <field name="sequence"/>
+ <field name="probability"/>
</search>
</field>
</record>
view_type="form"/>
<act_window
- id="act_crm_opportunity_crm_meeting_new"
+ id="act_crm_opportunity_calendar_event_new"
name="Meetings"
- res_model="crm.meeting"
+ res_model="calendar.event"
view_mode="tree,form,calendar"
context="{'default_duration': 4.0, 'default_opportunity_id': active_id}"
view_type="form"/>
<form string="Leads Form" version="7.0">
<header>
<button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
- states="draft,open,pending" help="Convert to Opportunity" class="oe_highlight"/>
- <button name="case_reset" string="Reset" type="object"
- states="cancel"/>
- <button name="case_cancel" string="Cancel Case" type="object"
- states="draft,open,pending"/>
+ help="Convert to Opportunity" class="oe_highlight"/>
<field name="stage_id" widget="statusbar" clickable="True"
domain="['&', '|', ('case_default', '=', True), ('section_ids', '=', section_id), '|', ('type', '=', type), ('type', '=', 'both')]"
+ options="{'fold_field': 'fold'}"
on_change="onchange_stage_id(stage_id)"/>
</header>
<sheet>
<field name="partner_name" string="Company Name"/>
<!-- Preload all the partner's information -->
<field name="partner_id" string="Customer"
- on_change="on_change_partner(partner_id)"
+ on_change="on_change_partner_id(partner_id)"
options='{"create_name_field": "name"}'
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}"/>
<label for="street" string="Address"/>
<field name="phone"/>
<field name="mobile"/>
<field name="fax"/>
- <!--
- This should be integrated in Open Chatter
- <button string="Mail"
- name="%(mail.action_email_compose_message_wizard)d"
- icon="terp-mail-message-new" type="action" colspan="1"/>
- -->
</group>
<group>
- <field name="user_id" on_change="on_change_user(user_id, context)"/>
- <label for="section_id"/>
- <div>
+ <field name="user_id" on_change="on_change_user(user_id, context)"
+ context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'base.group_sale_salesman_all_leads'] }"/>
+ <label for="section_id" groups="base.group_multi_salesteams"/>
+ <div groups="base.group_multi_salesteams">
<field name="section_id"/>
- <button name="case_escalate" string="Escalate" type="object" attrs="{'invisible': ['|', ('section_id','=',False), ('state', 'not in', ['draft','open','pending'])]}"/>
+ <button name="case_escalate" string="Escalate"
+ type="object" class="oe_link"
+ attrs="{'invisible': ['|', ('section_id','=',False), ('probability', '=', 100)]}"/>
</div>
<field name="type" invisible="1"/>
</group>
<group string="Categorization" groups="base.group_multi_company,base.group_no_one" name="categorization">
<field name="company_id"
groups="base.group_multi_company"
- widget="selection" colspan="2"/>
- <field name="state" groups="base.group_no_one"/>
+ widget="selection"/>
</group>
<group string="Mailings">
<field name="opt_out"/>
+ <field name="message_bounce"/>
</group>
<group string="Misc">
+ <field name="probability" groups="base.group_no_one"/>
<field name="active"/>
<field name="referred"/>
</group>
+ <group>
+ <field name="date_open" groups="base.group_no_one"/>
+ <field name="date_closed" groups="base.group_no_one"/>
+ </group>
</group>
</page>
</notebook>
<field name="model">crm.lead</field>
<field name="arch" type="xml">
<graph string="Opportunities" type="bar">
- <field name="stage_id"/>
- <field name="planned_revenue" operator="+"/>
+ <field name="stage_id" type="row"/>
+ <field name="planned_revenue" type="measure"/>
</graph>
</field>
</record>
<field name="name">Leads</field>
<field name="model">crm.lead</field>
<field name="arch" type="xml">
- <tree string="Leads" fonts="bold:message_unread==True" colors="grey:state in ('cancel', 'done')">
+ <tree string="Leads" fonts="bold:message_unread==True" colors="grey:probability == 100">
<field name="date_deadline" invisible="1"/>
<field name="create_date"/>
<field name="name"/>
<field name="stage_id"/>
<field name="user_id" invisible="1"/>
<field name="partner_id" invisible="1"/>
- <field name="section_id" invisible="context.get('invisible_section', True)"/>
- <field name="state" invisible="1"/>
+ <field name="section_id" invisible="context.get('invisible_section', True)" groups="base.group_multi_salesteams"/>
+ <field name="probability" invisible="1"/>
<field name="type_id" invisible="1"/>
<field name="referred" invisible="1"/>
<field name="channel_id" invisible="1"/>
<field name="model">crm.lead</field>
<field name="arch" type="xml">
<kanban default_group_by="stage_id">
- <field name="state" groups="base.group_no_one"/>
<field name="stage_id"/>
<field name="color"/>
<field name="priority"/>
<search string="Search Leads">
<field name="name" string="Lead / Customer" filter_domain="['|','|','|',('partner_name','ilike',self),('email_from','ilike',self),('contact_name','ilike',self),('name','ilike',self)]"/>
<field name="categ_ids" string="Category" filter_domain="[('categ_ids','ilike',self)]"/>
- <field name="section_id" context="{'invisible_section': False}"/>
+ <field name="section_id" context="{'invisible_section': False}" groups="base.group_multi_salesteams"/>
<field name="user_id"/>
<field name="partner_id" operator="child_of"/>
<field name="create_date"/>
<field name="country_id" context="{'invisible_country': False}"/>
<separator/>
- <filter string="Open" name="open" domain="[('state','!=','cancel')]" help="Open Leads"/>
- <filter string="Dead" name="dead" domain="[('state','=','cancel')]"/>
- <filter string="Unassigned" domain="[('user_id','=', False)]" help="No salesperson"/>
- <filter string="Unread Messages" name="message_unread" domain="[('message_unread','=',True)]" help="Unread messages"/>
- <filter string="Assigned to Me"
+ <filter string="Unassigned" name="unassigned"
+ domain="[('user_id','=', False)]"
+ help="No salesperson"/>
+ <filter string="My Leads"
domain="[('user_id','=',uid)]" context="{'invisible_section': False}"
help="Leads that are assigned to me"/>
- <filter string="Assigned to My Team(s)"
+ <filter string="My Team(s)" groups="base.group_multi_salesteams"
domain="[('section_id.member_ids', 'in', [uid])]" context="{'invisible_section': False}"
help="Leads that are assigned to any sales teams I am member of"/>
+ <filter string="Dead" name="dead"
+ domain="[('probability', '=', '0'), ('stage_id.fold', '=', True)]"/>
+ <filter string="Unread Messages" name="message_unread" domain="[('message_unread','=',True)]"/>
<separator />
<filter string="Available for mass mailing"
name='not_opt_out' domain="[('opt_out', '=', False)]"
<separator />
<group expand="0" string="Group By...">
<filter string="Salesperson" domain="[]" context="{'group_by':'user_id'}"/>
- <filter string="Team" domain="[]" context="{'group_by':'section_id'}"/>
+ <filter string="Team" domain="[]" context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
<filter string="Stage" domain="[]" context="{'group_by':'stage_id'}"/>
<filter string="Customer" help="Partner" domain="[]" context="{'group_by':'partner_id'}"/>
<filter string="Country" domain="[]" context="{'group_by':'country_id'}"/>
</group>
<group string="Display">
<filter string="Show Countries" context="{'invisible_country': False}" help="Show Countries"/>
- <filter string="Show Sales Team" context="{'invisible_section': False}" domain="[]" help="Show Sales Team"/>
+ <filter string="Show Sales Team" context="{'invisible_section': False}" domain="[]" help="Show Sales Team" groups="base.group_multi_salesteams"/>
</group>
</search>
</field>
<field name="arch" type="xml">
<form string="Opportunities" version="7.0">
<header>
- <button name="case_mark_won" string="Mark Won" type="object"
- states="draft,open,pending" class="oe_highlight"/>
- <button name="case_mark_lost" string="Mark Lost" type="object"
- states="draft,open" class="oe_highlight"/>
- <field name="stage_id" widget="statusbar" clickable="True"/>
+ <button name="case_mark_won" string="Mark Won" type="object" class="oe_highlight"/>
+ <button name="case_mark_lost" string="Mark Lost" type="object" class="oe_highlight"/>
+ <field name="stage_id" widget="statusbar" clickable="True"
+ options="{'fold_field': 'fold'}"
+ domain="['&', ('section_ids', '=', section_id), '|', ('type', '=', type), ('type', '=', 'both')]"/>
</header>
<sheet>
<div class="oe_right oe_button_box">
- <button string="Schedule/Log Call"
- name="%(opportunity2phonecall_act)d"
- type="action"/>
- <button string="Meeting"
+ <button string="Schedule/Log Call" type="action"
+ name="%(opportunity2phonecall_act)d"/>
+ <button string="Meeting" type="object"
name="action_makeMeeting"
- type="object"
context="{'search_default_attendee_id': active_id, 'default_attendee_id' : active_id}"/>
</div>
<div class="oe_title">
<group>
<group>
<field name="partner_id"
- on_change="onchange_partner_id(partner_id, email_from)"
+ on_change="on_change_partner_id(partner_id)"
string="Customer"
context="{'default_name': partner_name, 'default_email': email_from, 'default_phone': phone}"/>
<field name="email_from" string="Email" widget="email"/>
</group>
<group>
- <field name="user_id" on_change="on_change_user(user_id, context)"/>
- <label for="section_id"/>
- <div>
+ <field name="user_id" on_change="on_change_user(user_id, context)" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'base.group_sale_salesman_all_leads']}"/>
+ <label for="section_id" groups="base.group_multi_salesteams"/>
+ <div groups="base.group_multi_salesteams">
<field name="section_id" widget="selection"/>
- <button name="case_escalate" string="Escalate" type="object" class="oe_link" attrs="{'invisible': ['|', ('section_id','=',False), ('state', 'not in', ['draft','open','pending'])]}"/>
+ <button name="case_escalate" string="Escalate" type="object" class="oe_link"
+ attrs="{'invisible': ['|', ('section_id','=',False), ('probability', '=', 100)]}"/>
</div>
</group>
<group>
<field name="categ_ids"
string="Categories" widget="many2many_tags"
- context = "{'object_name': 'crm.lead'}"
+ context="{'object_name': 'crm.lead'}"
domain="[('object_id.model', '=', 'crm.lead')]"/>
</group>
<field name="day_open" groups="base.group_no_one"/>
<field name="day_close" groups="base.group_no_one"/>
<field name="referred"/>
- <field name="state" invisible="1"/>
<field name="type" invisible="1"/>
</group>
<group string="References">
<field name="name">Opportunities Tree</field>
<field name="model">crm.lead</field>
<field name="arch" type="xml">
- <tree string="Opportunities" fonts="bold:message_unread==True" colors="gray:state in ('cancel', 'done');red:date_deadline and (date_deadline < current_date)">
+ <tree string="Opportunities" fonts="bold:message_unread==True" colors="gray:probability == 100;red:date_deadline and (date_deadline < current_date)">
<field name="date_deadline" invisible="1"/>
<field name="create_date"/>
<field name="name" string="Opportunity"/>
<field name="stage_id"/>
<field name="planned_revenue" sum="Expected Revenues"/>
<field name="probability" avg="Avg. of Probability"/>
- <field name="section_id" invisible="context.get('invisible_section', True)"/>
+ <field name="section_id" invisible="context.get('invisible_section', True)" groups="base.group_multi_salesteams"/>
<field name="user_id"/>
<field name="referred" invisible="1"/>
<field name="priority" invisible="1"/>
<field name="message_unread" invisible="1"/>
- <field name="state" invisible="1"/>
+ <field name="probability" invisible="1"/>
+ <field name="write_date" invisible="1"/>
</tree>
</field>
</record>
<search string="Search Opportunities">
<field name="name" string="Opportunity" filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
<field name="categ_ids" string="Category" filter_domain="[('categ_ids','ilike', self)]"/>
- <field name="section_id" context="{'invisible_section': False}"/>
+ <field name="section_id" context="{'invisible_section': False}" groups="base.group_multi_salesteams"/>
<field name="user_id"/>
<field name="partner_id" operator="child_of"/>
+ <field name="stage_id" domain="[]"/>
+ <field name="probability"/>
<separator/>
- <filter string="New" name="new" domain="[('state','=','draft')]" help="New Opportunities"/>
- <filter string="In Progress" name="open" domain="[('state','=','open')]" help="Open Opportunities"/>
- <filter string="Won" name="won" domain="[('state','=','done')]"/>
- <filter string="Lost" name="lost" domain="[('state','=','cancel')]"/>
- <filter string="Unassigned" domain="[('user_id','=', False)]" help="No salesperson"/>
- <filter string="Unread Messages" name="message_unread" domain="[('message_unread','=',True)]" help="Unread messages"/>
- <filter string="Assigned to Me"
- domain="[('user_id','=',uid)]" context="{'invisible_section': False}"
+ <filter string="Won" name="won"
+ domain="[('probability', '=', 100), ('stage_id.fold', '=', True)]"/>
+ <filter string="Lost" name="lost"
+ domain="[('probability', '=', 0), ('stage_id.fold', '=', True)]"/>
+ <filter string="Unassigned" name="unassigned"
+ domain="[('user_id','=', False)]" help="No salesperson"/>
+ <filter string="My Opportunities" name="assigned_to_me"
+ domain="[('user_id', '=', uid)]" context="{'invisible_section': False}"
help="Opportunities that are assigned to me"/>
- <filter string="Assigned to My Team(s)"
+ <filter string="My Team(s)"
domain="[('section_id.member_ids', 'in', [uid])]" context="{'invisible_section': False}"
help="Opportunities that are assigned to any sales teams I am member of"/>
+ <filter string="Unread Messages" name="message_unread" domain="[('message_unread','=',True)]"/>
<separator/>
<group expand="0" string="Group By..." colspan="16">
<filter string="Salesperson" domain="[]" context="{'group_by':'user_id'}"/>
<filter string="Campaign" domain="[]" context="{'group_by':'type_id'}"/>
<filter string="Channel" domain="[]" context="{'group_by':'channel_id'}"/>
<filter string="Creation" domain="[]" context="{'group_by':'create_date'}"/>
+ <filter string="Last Update Month" domain="[]" context="{'group_by':'write_date'}"/>
</group>
<group string="Display">
- <filter string="Show Sales Team" context="{'invisible_section': False}" domain="[]" help="Show Sales Team"/>
+ <filter string="Show Sales Team" context="{'invisible_section': False}" domain="[]" help="Show Sales Team" groups="base.group_multi_salesteams"/>
<filter string="Show Countries" context="{'invisible_country': False}" help="Show Countries"/>
</group>
</search>
</field>
</record>
+ <!--
+ MASS MAILING
+ -->
+ <act_window name="Lead/Opportunity Mass Mail"
+ res_model="mail.compose.message"
+ src_model="crm.lead"
+ view_mode="form"
+ multi="True"
+ target="new"
+ key2="client_action_multi"
+ id="crm.action_lead_mass_mail"
+ context="{
+ 'default_composition_mode': 'mass_mail',
+ 'default_email_to':'{($object.email or \'\')|safe}',
+ 'default_use_template': True,
+ 'default_template_id': ref('crm.email_template_opportunity_mail'),
+ }"
+ groups="base.group_sale_salesman"
+ />
+
+ <!--Update of email_template defined in crm_lead_data, to add ref_ir_act_window
+ allowing to have a well formed email template (context action considered as set). -->
+ <record id="email_template_opportunity_mail" model="email.template">
+ <field name="ref_ir_act_window" ref="crm.action_lead_mass_mail"/>
+ </record>
+
+ <record id="action_mark_as_lost" model="ir.actions.server">
+ <field name="name">Mark As Lost</field>
+ <field name="model_id" ref="model_crm_lead"/>
+ <field name="state">code</field>
+ <field name="code">
+ if context.get('active_model') == 'crm.lead' and context.get('active_ids'):
+ self.case_mark_lost(cr, uid, context['active_ids'], context=context)
+ </field>
+ </record>
+
+ <record id="ir_mark_as_lost" model="ir.values">
+ <field eval="'client_action_multi'" name="key2"/>
+ <field eval="'crm.lead'" name="model"/>
+ <field name="name">Mark As Lost</field>
+ <field eval="'ir.actions.server,%d'%action_mark_as_lost" name="value"/>
+ </record>
+
</data>
</openerp>
projects / odoo / odoo.git / blobdiff