<!-- Read/Unread actions -->
<record id="actions_server_crm_lead_unread" model="ir.actions.server">
- <field name="name">Mark unread</field>
+ <field name="name">CRM Lead: Mark unread</field>
<field name="condition">True</field>
<field name="type">ir.actions.server</field>
<field name="model_id" ref="model_crm_lead"/>
<field name="state">code</field>
- <field name="code">self.message_check_and_set_unread(cr, uid, context.get('active_ids'), context=context)</field>
+ <field name="code">self.message_mark_as_unread(cr, uid, context.get('active_ids'), context=context)</field>
</record>
<record id="action_crm_lead_unread" model="ir.values">
<field name="name">action_crm_lead_unread</field>
<field name="action_id" ref="actions_server_crm_lead_unread"/>
- <field name="value" eval="'ir.actions.server,' + str(ref('actions_server_crm_lead_unread'))" />
+ <field name="value" eval="'ir.actions.server,' + str(ref('actions_server_crm_lead_unread'))"/>
<field name="key">action</field>
- <field name="model_id" ref="model_crm_lead" />
+ <field name="model_id" ref="model_crm_lead"/>
<field name="model">crm.lead</field>
<field name="key2">client_action_multi</field>
</record>
<record id="actions_server_crm_lead_read" model="ir.actions.server">
- <field name="name">Mark read</field>
+ <field name="name">CRM Lead: Mark read</field>
<field name="condition">True</field>
<field name="type">ir.actions.server</field>
<field name="model_id" ref="model_crm_lead"/>
<field name="state">code</field>
- <field name="code">self.message_check_and_set_read(cr, uid, context.get('active_ids'), context=context)</field>
+ <field name="code">self.message_mark_as_read(cr, uid, context.get('active_ids'), context=context)</field>
</record>
<record id="action_crm_lead_read" model="ir.values">
<field name="name">action_crm_lead_read</field>
<field name="action_id" ref="actions_server_crm_lead_read"/>
- <field name="value" eval="'ir.actions.server,' + str(ref('actions_server_crm_lead_read'))" />
+ <field name="value" eval="'ir.actions.server,' + str(ref('actions_server_crm_lead_read'))"/>
<field name="key">action</field>
- <field name="model_id" ref="model_crm_lead" />
+ <field name="model_id" ref="model_crm_lead"/>
<field name="model">crm.lead</field>
<field name="key2">client_action_multi</field>
</record>
<!--
CRM CASE STAGE
- -->
+ -->
<!-- Stage Search view -->
<record id="crm_lead_stage_search" model="ir.ui.view">
<field name="name">Stage - Search</field>
<field name="model">crm.case.stage</field>
- <field name="type">search</field>
<field name="arch" type="xml">
<search string="Stage Search">
<field name="name" string="Stage Name"/>
<!--
LEADS/OPPORTUNITIES CATEGORIES
- -->
+ -->
<!-- Categories Form View -->
<record id="crm_lead_categ_action" model="ir.actions.act_window">
<field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
<field name="help" type="html">
<p class="oe_view_nocontent_create">
- Click to define a new sales tag.
+ Click to define a new sales tag.
</p><p>
Create specific tags that fit your company's activities
to better classify and analyse your leads and opportunities.
</record>
<menuitem action="crm_lead_categ_action"
- id="menu_crm_lead_categ" name="Categories"
+ id="menu_crm_lead_categ" name="Sales Tags"
parent="base.menu_crm_config_lead" sequence="1" groups="base.group_no_one"/>
<!--
LEADS
- -->
+ -->
<act_window
id="act_crm_opportunity_crm_phonecall_new"
name="Phone calls"
<record model="ir.ui.view" id="crm_case_form_view_leads">
<field name="name">CRM - Leads Form</field>
<field name="model">crm.lead</field>
- <field name="type">form</field>
<field name="arch" type="xml">
<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_escalate" string="Escalate" type="object"
- states="draft,open,pending"/>
<button name="case_reset" string="Reset" type="object"
states="cancel"/>
<button name="case_cancel" string="Cancel" type="object"
<div class="oe_right oe_button_box" name="buttons">
<button type="action"
name="%(act_crm_opportunity_crm_phonecall_new)d"
- string="Phone Calls" />
+ string="Phone Calls"/>
</div>
<div class="oe_title">
<label for="name" class="oe_edit_only" string="Lead Description"/>
<group>
<group>
<field name="partner_name" string="Company Name"/>
- <field name="partner_id" string="Customer"
- on_change="on_change_partner(partner_id)" />
+ <field name="partner_id" string="Customer"
+ on_change="on_change_partner(partner_id)" options='{"create_name_field": "name"}'/>
<label for="street" string="Address"/>
<div>
<field name="street" placeholder="Street..."/>
<field name="street2"/>
- <div>
- <field name="zip" class="oe_inline" placeholder="ZIP"/>
- <field name="city" class="oe_inline" placeholder="City"/>
+ <div class="address_format">
+ <field name="city" placeholder="City" style="width: 40%%"/>
+ <field name="state_id" on_change="onchange_state(state_id)" options='{"no_open": True}' placeholder="State" style="width: 24%%"/>
+ <field name="zip" placeholder="ZIP" style="width: 34%%"/>
</div>
- <field name="state_id" placeholder="State"/>
- <field name="country_id" placeholder="Country"/>
+ <field name="country_id" placeholder="Country" options='{"no_open": True}'/>
</div>
</group>
<group>
- <label for="contact_name" />
+ <label for="contact_name"/>
<div>
<field name="contact_name" class="oe_inline"/>,
- <field name="title" placeholder="Title" domain="[('domain', '=', 'contact')]" class="oe_inline"/>
+ <field name="title" placeholder="Title" domain="[('domain', '=', 'contact')]" class="oe_inline" options='{"no_open": True}'/>
</div>
<field name="email_from" widget="email"/>
- <field name="function" />
+ <field name="function"/>
<field name="phone"/>
<field name="mobile"/>
<field name="fax"/>
-->
</group>
<group>
- <field name="user_id" />
- <field name="section_id"/>
+ <field name="user_id"/>
+ <label for="section_id"/>
+ <div>
+ <field name="section_id"/>
+ <button name="case_escalate" string="Escalate" type="object" states="draft,open,pending"/>
+ </div>
<field name="type" invisible="1"/>
</group>
<group>
<group string="Categorization">
<field name="company_id"
groups="base.group_multi_company"
- widget="selection" colspan="2" />
- <field name="type_id" widget="selection"/>
+ widget="selection" colspan="2"/>
+ <field name="type_id"/>
<field name="channel_id" widget="selection"/>
<field name="referred"/>
<field name="state" groups="base.group_no_one"/>
</group>
<group string="Mailings">
- <field name="opt_out" />
+ <field name="opt_out"/>
</group>
</group>
</page>
</notebook>
</sheet>
<div class="oe_chatter">
+ <field name="message_follower_ids" widget="mail_followers"/>
<field name="message_ids" widget="mail_thread"/>
</div>
</form>
<record model="ir.ui.view" id="crm_case_graph_view_leads">
<field name="name">Opportunities</field>
<field name="model">crm.lead</field>
- <field name="type">graph</field>
<field name="arch" type="xml">
<graph string="Opportunities" type="bar">
<field name="stage_id"/>
<record model="ir.ui.view" id="crm_case_tree_view_leads">
<field name="name">Leads</field>
<field name="model">crm.lead</field>
- <field name="type">tree</field>
<field name="arch" type="xml">
- <tree string="Leads" fonts="bold:needaction_pending==True" colors="grey:state in ('cancel', 'done')">
+ <tree string="Leads" fonts="bold:message_unread==True" colors="grey:state in ('cancel', 'done')">
<field name="date_deadline" invisible="1"/>
<field name="create_date" groups="base.group_no_one"/>
<field name="name"/>
<field name="contact_name"/>
- <field name="country_id" invisible="context.get('invisible_country', True)" />
+ <field name="country_id" invisible="context.get('invisible_country', True)"/>
<field name="email_from"/>
<field name="phone"/>
<field name="stage_id"/>
<field name="user_id" invisible="1"/>
- <field name="section_id" invisible="context.get('invisible_section', True)" />
- <field name="state" groups="base.group_no_one"/>
+ <field name="section_id" invisible="context.get('invisible_section', True)"/>
+ <field name="state" invisible="1"/>
<field name="type_id" invisible="1"/>
<field name="referred" invisible="1"/>
<field name="channel_id" invisible="1"/>
- <field name="subjects" invisible="1"/>
- <field name="needaction_pending" invisible="1"/>
+ <field name="message_unread" invisible="1"/>
</tree>
</field>
</record>
<record model="ir.ui.view" id="crm_case_calendar_view_leads">
<field name="name">CRM - Leads Calendar</field>
<field name="model">crm.lead</field>
- <field name="type">calendar</field>
<field name="priority" eval="2"/>
<field name="arch" type="xml">
<calendar string="Leads Generation"
date_start="date_action" color="user_id">
- <field name="name" />
- <field name="partner_name" />
+ <field name="name"/>
+ <field name="partner_name"/>
</calendar>
</field>
</record>
- <!-- CRM Lead Kanban View -->
- <record model="ir.ui.view" id="crm_case_kanban_view_leads">
- <field name="name">CRM - Leads Kanban</field>
- <field name="model">crm.lead</field>
- <field name="type">kanban</field>
- <field name="arch" type="xml">
- <kanban default_group_by="stage_id">
- <field name="state" groups="base.group_no_one"/>
- <field name="color"/>
- <field name="priority"/>
- <field name="planned_revenue" sum="Expected Revenues"/>
- <field name="user_email"/>
- <field name="user_id"/>
- <field name="partner_address_email"/>
- <field name="message_summary"/>
- <field name="needaction_pending"/>
- <templates>
- <t t-name="lead_details">
- <ul class="oe_kanban_tooltip">
- <li t-if="record.phone.raw_value"><b>Phone:</b> <field name="phone"/></li>
- <li><b>Probability:</b> <field name="probability"/>%%</li>
- <li><b>Creation date:</b> <field name="create_date"/></li>
- <li t-if="record.date_deadline.raw_value"><b>Date Deadline:</b> <field name="date_deadline"/></li>
- </ul>
- </t>
- <t t-name="kanban-box">
- <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_global_click">
- <div class="oe_dropdown_toggle oe_dropdown_kanban">
- <span class="oe_e">Ã</span>
- <ul class="oe_dropdown_menu">
- <li><a type="edit" >Edit...</a></li>
- <li><a type="delete">Delete</a></li>
- <li><a name="%(mail.action_email_compose_message_wizard)d" type="action">Send Email</a></li>
- <li><a name="%(opportunity2phonecall_act)d" type="action">Log Call</a></li>
- <li><a name="action_makeMeeting" type="object">Schedule Meeting</a></li>
- <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
- </ul>
- </div>
- <div class="oe_kanban_content">
- <div>
- <b><field name="name"/></b>
- <t t-if="record.planned_revenue.raw_value">
- - <b><t t-esc="Math.round(record.planned_revenue.value)"/>
- <field name="company_currency"/></b>
- </t>
- </div>
- <div>
- <field name="partner_id"/>
- </div>
- <div style="padding-left: 0.5em">
- <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>
- <span t-attf-class="#{red || ''}"><field name="date_action"/></span>
- <t t-if="record.date_action.raw_value"> : </t>
- <field name="title_action"/>
- </div>
- <div class="oe_kanban_bottom_right">
- <a t-if="record.priority.raw_value == 1" type="object" name="set_normal_priority" class="oe_e oe_star_on">7</a>
- <a t-if="record.priority.raw_value != 1" type="object" name="set_high_priority" class="oe_e oe_star_off">7</a>
- <!--
- <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>
- <span t-attf-class="oe_kanban_status #{red}"> </span>
- -->
- <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"/>
+ <!-- CRM Lead Kanban View -->
+ <record model="ir.ui.view" id="crm_case_kanban_view_leads">
+ <field name="name">CRM - Leads Kanban</field>
+ <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="planned_revenue" sum="Expected Revenues"/>
+ <field name="user_email"/>
+ <field name="user_id"/>
+ <field name="partner_address_email"/>
+ <field name="message_summary"/>
+ <field name="message_unread"/>
+ <templates>
+ <field name="date_deadline"/>
+ <t t-name="kanban-box">
+ <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card oe_kanban_global_click">
+ <div class="oe_dropdown_toggle oe_dropdown_kanban">
+ <span class="oe_e">Ã</span>
+ <ul class="oe_dropdown_menu">
+ <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">Log Call</a></li>
+ <li><a name="action_makeMeeting" type="object">Schedule Meeting</a></li>
+ <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
+ </ul>
</div>
- <div class="oe_kanban_footer_left">
- <t t-if="record.needaction_pending.raw_value"><span class="oe_kanban_mail_new">New</span></t>
- <t t-raw="record.message_summary.raw_value"/>
+ <div class="oe_kanban_content">
+ <div>
+ <b><field name="name"/></b>
+ <t t-if="record.planned_revenue.raw_value">
+ - <b><t t-esc="record.planned_revenue.value"/>
+ <field name="company_currency"/></b>
+ </t>
+ </div>
+ <div>
+ <field name="partner_id"/>
+ </div>
+ <div style="padding-left: 0.5em">
+ <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>
+ <span t-attf-class="#{red || ''}"><field name="date_action"/></span>
+ <t t-if="record.date_action.raw_value"> : </t>
+ <field name="title_action"/>
+ </div>
+ <div class="oe_kanban_bottom_right">
+ <a t-if="record.priority.raw_value == 1" type="object" name="set_normal_priority" class="oe_e oe_star_on">7</a>
+ <a t-if="record.priority.raw_value != 1" type="object" name="set_high_priority" class="oe_e oe_star_off">7</a>
+ <img t-att-src="kanban_image('res.users', 'image_small', record.user_id.raw_value)" t-att-title="record.user_id.value" width="24" height="24" class="oe_kanban_avatar"/>
+ </div>
+ <div class="oe_kanban_footer_left">
+ <t t-raw="record.message_summary.raw_value"/>
+ </div>
</div>
+ <div class="oe_clear"></div>
</div>
- <div class="oe_clear"></div>
- </div>
- <!--
- <div class="oe_kanban_right">
- <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
- <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
- <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
- <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
- </div>
- -->
- </t>
- </templates>
- </kanban>
- </field>
- </record>
+ </t>
+ </templates>
+ </kanban>
+ </field>
+ </record>
- <!-- CRM Lead Search View -->
- <record id="view_crm_case_leads_filter" model="ir.ui.view">
- <field name="name">CRM - Leads Search</field>
- <field name="model">crm.lead</field>
- <field name="type">search</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)]"/>
- <!-- subjects is not set as store=True so, it is placed outside filter_domain-->
- <field name="subjects"/>
- <field name="create_date"/>
- <filter icon="terp-mail-message-new" string="Inbox" help="Unread messages" name="needaction_pending" domain="[('needaction_pending','=',True)]"/>
- <separator/>
- <filter icon="terp-check" string="New" name="new" help="New Leads" domain="[('state','=','draft')]"/>
- <filter icon="terp-camera_test" string="Open" name="open" domain="[('state','=','open')]"/>
- <separator/>
- <filter string="Unassigned Leads" icon="terp-personal-" domain="[('user_id','=', False)]" help="Unassigned Leads" />
- <separator/>
- <filter string="Leads Assigned to Me or My Team(s)" icon="terp-personal+" context="{'invisible_section': False}"
- domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
- help="Leads that are assigned to one of the sale teams I manage, or to me"/>
- <field name="user_id"/>
- <field name="section_id" context="{'invisible_section': False}"/>
- <field name="country_id" context="{'invisible_country': False}"/>
- <group expand="0" string="Group By...">
- <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
- <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
- <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
- <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
- <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}" />
- <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
- <separator orientation="vertical"/>
- <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
- domain="[]" context="{'group_by':'type_id'}" />
- <filter string="Channel" icon="terp-call-start"
- domain="[]" context="{'group_by':'channel_id'}" />
- <separator orientation="vertical"/>
- <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
- <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
- <filter string="Creation" help="Create date" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
- </group>
- <group string="Display">
- <filter string="Show Countries" icon="terp-personal+" context="{'invisible_country': False}" help="Show Countries"/>
- <filter string="Show Sales Team" icon="terp-personal+" context="{'invisible_section': False}" domain="[]" help="Show Sales Team"/>
- </group>
- </search>
- </field>
- </record>
+ <!-- CRM Lead Search View -->
+ <record id="view_crm_case_leads_filter" model="ir.ui.view">
+ <field name="name">CRM - Leads Search</field>
+ <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="create_date"/>
+ <filter icon="terp-mail-message-new" string="Unread Messages" help="Unread messages" name="message_unread" domain="[('message_unread','=',True)]"/>
+ <separator/>
+ <filter icon="terp-check" string="New" name="new" help="New Leads" domain="[('state','=','draft')]"/>
+ <filter icon="terp-camera_test" string="In Progress" name="open" domain="[('state','=','open')]"/>
+ <separator/>
+ <filter string="Unassigned Leads" icon="terp-personal-" domain="[('user_id','=', False)]" help="Unassigned Leads"/>
+ <separator/>
+ <filter string="Leads Assigned to Me or My Team(s)" icon="terp-personal+" context="{'invisible_section': False}"
+ domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
+ help="Leads that are assigned to one of the sale teams I manage, or to me"/>
+ <field name="user_id"/>
+ <field name="section_id" context="{'invisible_section': False}"/>
+ <field name="country_id" context="{'invisible_country': False}"/>
+ <group expand="0" string="Group By...">
+ <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
+ <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
+ <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
+ <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
+ <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}"/>
+ <separator orientation="vertical"/>
+ <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
+ <filter string="Creation" help="Create date" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
+ </group>
+ <group string="Display">
+ <filter string="Show Countries" icon="terp-personal+" context="{'invisible_country': False}" help="Show Countries"/>
+ <filter string="Show Sales Team" icon="terp-personal+" context="{'invisible_section': False}" domain="[]" help="Show Sales Team"/>
+ </group>
+ </search>
+ </field>
+ </record>
- <!--
- OPPORTUNITY
+ <!--
+ OPPORTUNITY
-->
- <!-- Opportunities Form View -->
- <record model="ir.ui.view" id="crm_case_form_view_oppor">
- <field name="name">Opportunities</field>
- <field name="model">crm.lead</field>
- <field name="type">form</field>
- <field name="priority">20</field>
- <field name="arch" type="xml">
- <form string="Opportunities" version="7.0">
- <header>
- <button name="stage_previous" string="Previous" type="object"
- states="open" context="{'stage_type': 'opportunity'}"/>
- <button name="stage_next" string="Next" type="object"
- states="open" context="{'stage_type': 'opportunity'}"/>
- <button name="case_mark_won" string="Mark Won" type="object"
- states="open" class="oe_highlight"/>
- <button name="case_mark_won" string="Mark Won" type="object"
- states="draft,pending"/>
- <button name="case_open" string="Open" type="object" class="oe_highlight"
- states="draft,pending"/>
- <button name="case_escalate" string="Escalate" type="object"
- states="open" />
- <button name="case_mark_lost" string="Mark Lost" type="object"
- states="draft,open"/>
- <button name="case_reset" string="Reset to Draft" type="object"
- states="done,cancel" />
- <button name="case_cancel" string="Cancel" type="object"
- states="draft"/>
- <field name="stage_id" widget="statusbar"
- on_change="onchange_stage_id(stage_id)"/>
- </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}"
- />
- </div>
- <div class="oe_title">
- <label for="name" class="oe_edit_only"/>
- <h1><field name="name"/></h1>
- <label for="planned_revenue" class="oe_edit_only"/>
- <h2>
- <field name="planned_revenue" class="oe_inline"/>
- <field name="company_currency" class="oe_inline"/> at
- <field name="probability" class="oe_inline"/>%% success rate
- </h2>
- </div>
- <group>
- <group>
- <field name="partner_id"
- on_change="onchange_partner_id(partner_id, email_from)"
- string="Customer"
- context="{'default_name': partner_name, 'default_email': email_from, 'default_phone': phone}"/>
- <field name="email_from" string="Email"/>
- <field name="phone"/>
- </group>
-
- <group>
- <label for="title_action"/>
- <div>
- <field name="date_action" nolabel="1"/> <label string="-" attrs="{'invisible': ['|', ('date_action', '=', False), ('title_action', '=', False)]}"/>
- <field name="title_action" class="oe_inline" nolabel="1" placeholder="Call for proposal"/>
- </div>
- <field name="date_deadline"/>
- <field name="priority"/>
- </group>
-
- <group>
- <field name="user_id"/>
- <field name="section_id" colspan="1" widget="selection"/>
- </group>
+ <!-- Opportunities Form View -->
+ <record model="ir.ui.view" id="crm_case_form_view_oppor">
+ <field name="name">Opportunities</field>
+ <field name="model">crm.lead</field>
+ <field name="priority">20</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"/>
+ </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}"
+ />
+ </div>
+ <div class="oe_title">
+ <label for="name" class="oe_edit_only"/>
+ <h1><field name="name"/></h1>
+ <label for="planned_revenue" class="oe_edit_only"/>
+ <h2>
+ <field name="company_currency" invisible="1"/>
+ <field name="planned_revenue" class="oe_inline" widget='monetary' options="{'currency_field': 'company_currency'}"/>
+ <span class="oe_grey"> at </span>
+ <field name="probability" class="oe_inline" widget="integer"/>%%
+ </h2>
+ </div>
<group>
- <field name="categ_ids"
- string="Categories" widget="many2many_tags"
- domain="[('object_id.model', '=', 'crm.lead')]"/>
-
- </group>
- </group>
-
- <!--<button string="Mail"
- name="%(mail.action_email_compose_message_wizard)d"
- context="{'mail':'new', 'model': 'crm.lead'}"
- icon="terp-mail-message-new" type="action" />-->
+ <group>
+ <field name="partner_id"
+ on_change="onchange_partner_id(partner_id, email_from)"
+ string="Customer"
+ context="{'default_name': partner_name, 'default_email': email_from, 'default_phone': phone}"/>
+ <field name="email_from" string="Email"/>
+ <field name="phone"/>
+ </group>
- <notebook colspan="4">
- <page string="Internal Notes">
- <field name="description"/>
- </page>
- <page string="Lead">
- <group>
<group>
- <field name="partner_name"/>
- <label for="street" string="Address"/>
+ <label for="title_action"/>
<div>
- <field name="street" placeholder="Street..."/>
- <field name="street2"/>
- <div class="address_format">
- <field name="city" placeholder="City" style="width: 40%%"/>
- <field name="state_id" class="oe_no_button" placeholder="State" style="width: 24%%"/>
- <field name="zip" placeholder="ZIP" style="width: 34%%"/>
- </div>
- <field name="country_id" placeholder="Country"/>
+ <field name="date_action" nolabel="1"/> <label string="-" attrs="{'invisible': ['|', ('date_action', '=', False), ('title_action', '=', False)]}"/>
+ <field name="title_action" class="oe_inline" nolabel="1" placeholder="e.g. Call for proposal"/>
</div>
+ <field name="date_deadline"/>
+ <field name="priority"/>
</group>
<group>
- <label for="contact_name" />
+ <field name="user_id"/>
+ <label for="section_id"/>
<div>
- <field name="contact_name" class="oe_inline"/>
- <field name="title" placeholder="Title" domain="[('domain', '=', 'contact')]" class="oe_inline oe_no_button"/>
+ <field name="section_id" widget="selection"/>
+ <button name="case_escalate" string="Escalate" type="object" class="oe_link"
+ attrs="{'invisible': [('section_id', '=', False)]}"/>
</div>
- <field name="function" />
- <field name="mobile"/>
- <field name="fax"/>
</group>
+ <group>
+ <field name="categ_ids"
+ string="Categories" widget="many2many_tags"
+ domain="[('object_id.model', '=', 'crm.lead')]"/>
- <group string="Categorization">
- <field name="type_id" widget="selection"/>
- <field name="channel_id" widget="selection"/>
- </group>
- <group string="Mailings">
- <field name="opt_out" />
</group>
- <group string="Misc">
- <field name="active"/>
- <field name="day_open" groups="base.group_no_one"/>
- <field name="day_close" groups="base.group_no_one"/>
- <field name="referred"/>
- <field name="state" groups="base.group_no_one"/>
- <field name="type" invisible="1"/>
+ </group>
+
+ <notebook colspan="4">
+ <page string="Internal Notes">
+ <field name="description"/>
+ </page>
+ <page string="Lead">
+ <group>
+ <group>
+ <field name="partner_name"/>
+ <label for="street" string="Address"/>
+ <div>
+ <field name="street" placeholder="Street..."/>
+ <field name="street2"/>
+ <div class="address_format">
+ <field name="city" placeholder="City" style="width: 40%%"/>
+ <field name="state_id" options='{"no_open": True}' on_change="onchange_state(state_id)" placeholder="State" style="width: 24%%"/>
+ <field name="zip" placeholder="ZIP" style="width: 34%%"/>
+ </div>
+ <field name="country_id" placeholder="Country" options='{"no_open": True}'/>
+ </div>
+ </group>
+
+ <group>
+ <label for="contact_name"/>
+ <div>
+ <field name="contact_name" class="oe_inline"/>
+ <field name="title" placeholder="Title" domain="[('domain', '=', 'contact')]" options='{"no_open": True}' class="oe_inline"/>
+ </div>
+ <field name="function"/>
+ <field name="mobile"/>
+ <field name="fax"/>
+ </group>
+
+ <group string="Categorization">
+ <field name="type_id" />
+ <field name="channel_id" widget="selection"/>
+ </group>
+ <group string="Mailings">
+ <field name="opt_out"/>
+ </group>
+ <group string="Misc">
+ <field name="active"/>
+ <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="ref"/>
+ <field name="ref2"/>
+ </group>
</group>
- <group string="References">
- <field name="ref"/>
- <field name="ref2"/>
+ </page>
+ <page string="Fund Raising" groups="crm.group_fund_raising">
+ <group>
+ <field name="payment_mode" widget="selection"/>
+ <field name="planned_cost"/>
</group>
- </group>
- </page>
- </notebook>
- </sheet>
- <div class="oe_chatter">
- <field name="message_ids" widget="mail_thread"/>
- </div>
- </form>
- </field>
- </record>
+ </page>
+ </notebook>
+ </sheet>
+ <div class="oe_chatter">
+ <field name="message_follower_ids" widget="mail_followers"/>
+ <field name="message_ids" widget="mail_thread"/>
+ </div>
+ </form>
+ </field>
+ </record>
<!-- Opportunities Tree View -->
<record model="ir.ui.view" id="crm_case_tree_view_oppor">
<field name="name">Opportunities Tree</field>
<field name="model">crm.lead</field>
- <field name="type">tree</field>
<field name="arch" type="xml">
- <tree string="Opportunities" fonts="bold:needaction_pending==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:state in ('cancel', 'done');red:date_deadline and (date_deadline < current_date)">
<field name="date_deadline" invisible="1"/>
<field name="create_date" groups="base.group_no_one"/>
<field name="name" string="Opportunity"/>
<field name="partner_id" string="Customer"/>
- <field name="country_id" invisible="context.get('invisible_country', True)" />
+ <field name="country_id" invisible="context.get('invisible_country', True)"/>
<field name="date_action"/>
- <field name="title_action" />
+ <field name="title_action"/>
<field name="channel_id" invisible="1"/>
<field name="type_id" invisible="1"/>
- <field name="subjects" invisible="1"/>
<field name="stage_id"/>
<field name="planned_revenue" sum="Expected Revenues"/>
<field name="probability" widget="progressbar" avg="Avg. of Probability"/>
- <field name="section_id" invisible="context.get('invisible_section', True)" />
+ <field name="section_id" invisible="context.get('invisible_section', True)"/>
<field name="user_id"/>
<field name="priority" invisible="1"/>
<field name="state" groups="base.group_no_one"/>
- <field name="needaction_pending" invisible="1"/>
+ <field name="message_unread" invisible="1"/>
</tree>
</field>
</record>
- <!-- Opportunities Search View -->
- <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
- <field name="name">CRM - Opportunities Search</field>
- <field name="model">crm.lead</field>
- <field name="type">search</field>
- <field name="arch" type="xml">
- <search string="Search Opportunities">
- <field name="name" string="Opportunity / Customer"
- filter_domain="['|','|','|',('partner_id','ilike',self),('partner_name','ilike',self),('email_from','ilike',self),('name', 'ilike', self)]"/>
- <filter icon="terp-mail-message-new" string="Inbox" help="Unread messages" name="needaction_pending" domain="[('needaction_pending','=',True)]"/>
- <separator/>
- <filter icon="terp-check" string="New" help="New Opportunities" name="new" domain="[('state','=','draft')]"/>
- <filter icon="terp-camera_test" string="Open" help="Open Opportunities" name="open" domain="[('state','=','open')]"/>
- <separator/>
- <filter string="Unassigned Opportunities" icon="terp-personal-" domain="[('user_id','=', False)]" help="Unassigned Opportunities" />
- <separator/>
- <filter string="Opportunities Assigned to Me or My Team(s)" icon="terp-personal+"
- domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]" context="{'invisible_section': False}"
- help="Opportunities that are assigned to either me or one of the sale teams I manage" />
- <field name="user_id"/>
- <field name="country_id"/>
- <field name="partner_id"/>
- <field name="section_id" context="{'invisible_section': False, 'default_section_id': self}"/>
- <group expand="0" string="Group By..." colspan="16">
- <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
- <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
- <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
- <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}" />
- <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}" />
- <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
- <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
- <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
- <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
- <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
- </group>
- <group string="Display">
- <filter string="Show Sales Team" icon="terp-personal+" context="{'invisible_section': False}" domain="[]" help="Show Sales Team"/>
- </group>
- </search>
- </field>
- </record>
+ <!-- Opportunities Search View -->
+ <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
+ <field name="name">CRM - Opportunities Search</field>
+ <field name="model">crm.lead</field>
+ <field name="arch" type="xml">
+ <search string="Search Opportunities">
+ <field name="name" string="Opportunity / Customer"
+ 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)]"/>
+ <filter icon="terp-mail-message-new" string="Unread Messages" help="Unread messages" name="message_unread" domain="[('message_unread','=',True)]"/>
+ <separator/>
+ <filter icon="terp-check" string="New" help="New Opportunities" name="new" domain="[('state','=','draft')]"/>
+ <filter icon="terp-camera_test" string="In Progress" help="Open Opportunities" name="open" domain="[('state','=','open')]"/>
+ <separator/>
+ <filter string="Unassigned Opportunities" icon="terp-personal-" domain="[('user_id','=', False)]" help="Unassigned Opportunities"/>
+ <separator/>
+ <filter string="Opportunities Assigned to Me or My Team(s)" icon="terp-personal+"
+ domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]" context="{'invisible_section': False}"
+ help="Opportunities that are assigned to either me or one of the sale teams I manage"/>
+ <field name="user_id"/>
+ <field name="section_id" context="{'invisible_section': False, 'default_section_id': self}"/>
+ <field name="partner_id"/>
+ <group expand="0" string="Group By..." colspan="16">
+ <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
+ <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
+ <filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
+ <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
+ <filter string="Priority" icon="terp-rating-rated" domain="[]" context="{'group_by':'priority'}"/>
+ <filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
+ <filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}"/>
+ <filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
+ <filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}"/>
+ </group>
+ <group string="Display">
+ <filter string="Show Sales Team" icon="terp-personal+" context="{'invisible_section': False}" domain="[]" help="Show Sales Team"/>
+ </group>
+ </search>
+ </field>
+ </record>
</data>
</openerp>
projects / odoo / odoo.git / blobdiff