<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"/>
+ 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>
<div class="oe_right oe_button_box" name="buttons">
- <button string="Schedule/Log Call"
- name="%(opportunity2phonecall_act)d"
- type="action"/>
+ <button class="oe_inline" type="action" string="Calls"
+ name="%(crm.crm_case_categ_phone_incoming0)d"
+ context="{'default_opportunity_id': active_id, 'search_default_opportunity_id': active_id, 'default_partner_id': partner_id, 'default_duration': 1.0}"/>
</div>
<div class="oe_title">
<label for="name" class="oe_edit_only"/>
<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)"
- context="{'default_groups_ref': ['base.group_user', 'base.group_sale_salesman_all_leads'] }"/>
+ 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" 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>
<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="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"/>
<t t-if="widget.view.is_action_enabled('edit')"><li><a type="edit">Edit...</a></li></t>
<t t-if="widget.view.is_action_enabled('delete')"><li><a type="delete">Delete</a></li></t>
<li><a name="%(mail.action_email_compose_message_wizard)d" type="action">Send Email</a></li>
- <li><a name="%(opportunity2phonecall_act)d" type="action">Schedule/Log Call</a></li>
- <li><a name="action_makeMeeting" type="object">Schedule Meeting</a></li>
+ <li><a type="action" name="%(crm.crm_case_categ_phone_incoming0)d" >Calls</a></li>
+ <li><a name="action_schedule_meeting" type="object">Schedule Meeting</a></li>
<li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
</ul>
</div>
<field name="model">crm.lead</field>
<field name="arch" type="xml">
<search string="Search Leads">
- <field name="name" string="Lead / Customer" filter_domain="['|','|',('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="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="Tag" filter_domain="[('categ_ids', 'ilike', self)]"/>
<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="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" 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"
+ <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" groups="base.group_multi_salesteams"/>
+ 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)]"
<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 Post (weekly)" name="group_message_last_post" domain="[]" context="{'group_by':'message_last_post:week'}"/>
</group>
<group string="Display">
<filter string="Show Countries" context="{'invisible_country': False}" help="Show Countries"/>
<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"
- name="action_makeMeeting"
- type="object"
- context="{'search_default_attendee_id': active_id, 'default_attendee_id' : active_id}"/>
+ <button class="oe_inline" type="action" string="Calls"
+ name="%(crm.crm_case_categ_phone_incoming0)d"
+ context="{'default_opportunity_id': active_id, 'search_default_opportunity_id': active_id, 'default_partner_id': partner_id, 'default_duration': 1.0}"/>
+ <button class="oe_inline" string="Schedule a Meeting" type="object"
+ name="action_schedule_meeting" context="{'partner_id': partner_id}"/>
</div>
<div class="oe_title">
<label for="name" class="oe_edit_only"/>
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"/>
+ <field name="email_from" string="Email" widget="email"/>
<field name="phone"/>
</group>
</group>
<group>
- <field name="user_id" on_change="on_change_user(user_id, context)" context="{'default_groups_ref': ['base.group_user', 'base.group_sale_salesman_all_leads']}"/>
+ <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"
+ widget="many2many_tags"
context="{'object_name': 'crm.lead'}"
domain="[('object_id.model', '=', 'crm.lead')]"/>
<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="arch" type="xml">
<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="categ_ids" string="Tag" filter_domain="[('categ_ids', 'ilike', self)]"/>
<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" 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" 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="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}"
+ 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'}"/>
+ <filter string="Last Post (weekly)" name="group_message_last_post" domain="[]" context="{'group_by':'message_last_post:week'}"/>
</group>
<group string="Display">
<filter string="Show Sales Team" context="{'invisible_section': False}" domain="[]" help="Show Sales Team" groups="base.group_multi_salesteams"/>
id="crm.action_lead_mass_mail"
context="{
'default_composition_mode': 'mass_mail',
- 'default_email_to':'{$object.email or \'\'}',
+ 'default_email_to':'{($object.email or \'\')|safe}',
'default_use_template': True,
'default_template_id': ref('crm.email_template_opportunity_mail'),
}"
if context.get('active_model') == 'crm.lead' and context.get('active_ids'):
self.case_mark_lost(cr, uid, context['active_ids'], context=context)
</field>
- <field name="groups_id" eval="[(4,ref('base.group_sale_salesman'))]"/>
</record>
<record id="ir_mark_as_lost" model="ir.values">
projects / odoo / odoo.git / blobdiff