<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>
<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"/>
+ attrs="{'invisible': [('probability', '=', 100)]}"
+ 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')]"
on_change="onchange_stage_id(stage_id)"/>
<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)"
<field name="section_id"/>
<button name="case_escalate" string="Escalate"
type="object" class="oe_link"
- attrs="{'invisible': ['|', ('section_id','=',False), ('state', 'not in', ['draft','open','pending'])]}"/>
+ attrs="{'invisible': ['|', ('section_id','=',False), ('probability', '=', 100)]}"/>
</div>
<field name="type" invisible="1"/>
</group>
<field name="company_id"
groups="base.group_multi_company"
widget="selection" colspan="2"/>
- <field name="state" groups="base.group_no_one"/>
</group>
<group string="Mailings">
<field name="opt_out"/>
</group>
<group string="Misc">
+ <field name="probability" groups="base.group_no_one"/>
<field name="active"/>
<field name="referred"/>
</group>
<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="user_id" invisible="1"/>
<field name="partner_id" invisible="1"/>
<field name="section_id" invisible="context.get('invisible_section', True)" groups="base.group_multi_salesteams"/>
- <field name="state" invisible="1"/>
+ <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"/>
<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="Open" name="open" domain="[('user_id', '!=', 'False'), ('probability', '!=', 100)]" help="Open and Assigned Leads"/>
+ <filter string="Dead" name="dead" domain="[('probability', '=', '0'), ('stage_id.sequence', '!=', 1)]"/>
<filter string="Unassigned" name="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}"
help="Leads that are assigned to me"/>
<filter string="Assigned to My Team(s)"
domain="[('section_id.member_ids', 'in', [uid])]" context="{'invisible_section': False}"
help="Leads that are assigned to any sales teams I am member of" groups="base.group_multi_salesteams"/>
+ <filter string="Unread Messages" name="message_unread" domain="[('message_unread','=',True)]" help="Unread messages"/>
<separator />
<filter string="Available for mass mailing"
name='not_opt_out' domain="[('opt_out', '=', False)]"
<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"
+ attrs="{'invisible': [('probability', '=', 100)]}"/>
+ <button name="case_mark_lost" string="Mark Lost" type="object" class="oe_highlight"/>
+ <field name="stage_id" widget="statusbar" clickable="True"
+ 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">
<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="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="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>
<field name="section_id" context="{'invisible_section': False}" groups="base.group_multi_salesteams"/>
<field name="user_id"/>
<field name="partner_id" filter_domain="[('partner_id','child_of',self)]"/>
+ <field name="stage_id"/>
+ <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="New" name="new" domain="[('probability', '=', 0), ('stage_id.sequence', '=', 1)]" help="New Opportunities"/>
+ <filter string="Won" name="won" domain="[('probability', '=', 100)]"/>
+ <filter string="Lost" name="lost" domain="[('probability', '=',0), ('stage_id.sequence, '!=', 1')]"/>
<filter string="Unassigned" name="unassigned" domain="[('user_id','=', False)]" help="No salesperson"/>
<filter string="Unread Messages" name="message_unread" domain="[('message_unread','=',True)]" help="Unread messages"/>
<filter string="My Opportunities" name="assigned_to_me"
<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" icon="terp-go-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" groups="base.group_multi_salesteams"/>
<field name="state">code</field>
<field name="code">
if context.get('active_model') == 'crm.lead' and context.get('active_ids'):
- self.case_cancel(cr, uid, context['active_ids'], context=context)
+ self.case_mark_lost(cr, uid, context['active_ids'], context=context)
</field>
<field name="groups_id" eval="[(4,ref('base.group_sale_salesman'))]"/>
</record>
projects / odoo / odoo.git / blobdiff