<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" type="object"
- states="draft,open,pending"/>
<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)"/>
</header>
<sheet>
<div class="oe_right oe_button_box" name="buttons">
- <button type="action"
- name="%(act_crm_opportunity_crm_phonecall_new)d"
- string="Phone Calls"/>
+ <button string="Schedule/Log Call"
+ name="%(opportunity2phonecall_act)d"
+ type="action"/>
</div>
<div class="oe_title">
<label for="name" class="oe_edit_only"/>
<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"/>
-->
</group>
<group>
- <field name="user_id"/>
- <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_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), ('state', 'not in', ['draft','open','pending'])]}"/>
</div>
<field name="type" invisible="1"/>
</group>
<field name="priority"/>
<field name="categ_ids"
widget="many2many_tags"
- domain="[('object_id.model','=','crm.lead')]"/>
+ domain="[('object_id.model','=','crm.lead')]"
+ context="{'object_name': 'crm.lead'}"
+ />
</group>
</group>
<notebook colspan="4">
<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="section_id" invisible="context.get('invisible_section', True)" groups="base.group_multi_salesteams"/>
<field name="state" invisible="1"/>
<field name="type_id" invisible="1"/>
<field name="referred" invisible="1"/>
<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="section_id" context="{'invisible_section': False, 'default_section_id': self}"/>
+ <field name="section_id" context="{'invisible_section': False}" groups="base.group_multi_salesteams"/>
<field name="user_id"/>
- <field name="partner_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" domain="[('user_id','=', False)]" help="No salesperson"/>
+ <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"/>
- <separator/>
+ help="Leads that are assigned to any sales teams I am member of" groups="base.group_multi_salesteams"/>
+ <separator />
+ <filter string="Available for mass mailing"
+ name='not_opt_out' domain="[('opt_out', '=', False)]"
+ help="Leads that did not ask not to be included in mass mailing campaigns"/>
+ <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'}"/>
- <filter string="Stage" domain="[]" context="{'group_by':'stage_id'}"/>
<filter string="Referrer" domain="[]" context="{'group_by':'referred'}"/>
<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'}" groups="base.group_no_one"/>
+ <filter string="Creation" domain="[]" context="{'group_by':'create_date'}"/>
</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>
states="draft,open,pending" class="oe_highlight"/>
<button name="case_mark_lost" string="Mark Lost" type="object"
states="draft,open" class="oe_highlight"/>
- <button name="new_mail_send" string="Send Mail" type="object" states="draft,open,pending"/>
<field name="stage_id" widget="statusbar" clickable="True"/>
</header>
<sheet>
</group>
<group>
- <field name="user_id"/>
- <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_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'])]}"/>
</div>
<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="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"/>
<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, 'default_section_id': self}"/>
+ <field name="section_id" context="{'invisible_section': False}" groups="base.group_multi_salesteams"/>
<field name="user_id"/>
- <field name="partner_id"/>
+ <field name="partner_id" filter_domain="[('partner_id','child_of',self)]"/>
<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="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="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="Referrer" domain="[]" context="{'group_by':'referred'}"/>
<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'}" groups="base.group_no_one"/>
+ <filter string="Creation" domain="[]" context="{'group_by':'create_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>
<!--
MASS MAILING
-->
- <act_window name="Mass Mailing"
+ <act_window name="Lead/Opportunity Mass Mail"
res_model="mail.compose.message"
src_model="crm.lead"
view_mode="form"
context="{
'default_composition_mode': 'mass_mail',
'default_email_to':'{$object.email or \'\'}',
- }"/>
+ '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>
+ <field name="groups_id" eval="[(4,ref('base.group_sale_salesman'))]"/>
+ </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