<!-- 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="model">crm.stage</field>
<field name="arch" type="xml">
<search string="Stage Search">
<field name="name"/>
<!-- Stage Form view -->
<record id="crm_lead_stage_act" model="ir.actions.act_window">
<field name="name">Stages</field>
- <field name="res_model">crm.case.stage</field>
+ <field name="res_model">crm.stage</field>
<field name="view_type">form</field>
- <field name="view_id" ref="crm.crm_case_stage_tree"/>
+ <field name="view_id" ref="crm.crm_stage_tree"/>
<field name="help" type="html">
<p class="oe_view_nocontent_create">
Click to set a new stage in your lead/opportunity pipeline.
LEADS/OPPORTUNITIES CATEGORIES
-->
- <!-- Categories Form View -->
- <record id="crm_lead_categ_action" model="ir.actions.act_window">
+ <record id="crm_lead_tag_form" model="ir.ui.view">
+ <field name="name">crm.lead.tag.form</field>
+ <field name="model">crm.lead.tag</field>
+ <field name="arch" type="xml">
+ <form string="Sales Tags">
+ <group>
+ <field name="name"/>
+ <field name="team_id" groups="base.group_multi_salesteams"/>
+ </group>
+ </form>
+ </field>
+ </record>
+
+ <record id="crm_lead_tag_tree" model="ir.ui.view">
+ <field name="name">crm.lead.tag.tree</field>
+ <field name="model">crm.lead.tag</field>
+ <field name="arch" type="xml">
+ <tree string="Sales Tags">
+ <field name="name"/>
+ <field name="team_id" groups="base.group_multi_salesteams"/>
+ </tree>
+ </field>
+ </record>
+
+ <record id="crm_lead_tag_action" model="ir.actions.act_window">
<field name="name">Sales Tags</field>
- <field name="res_model">crm.case.categ</field>
+ <field name="res_model">crm.lead.tag</field>
<field name="view_type">form</field>
- <field name="view_id" ref="crm_case_categ_tree-view"/>
- <field name="context" eval="{'object_id': ref('model_crm_lead')}"/>
- <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
+ <field name="view_id" ref="crm_lead_tag_tree"/>
<field name="help" type="html">
<p class="oe_view_nocontent_create">
Click to define a new sales tag.
</field>
</record>
- <menuitem action="crm_lead_categ_action"
- id="menu_crm_lead_categ" name="Sales Tags"
+ <menuitem action="crm_lead_tag_action"
+ id="menu_crm_lead_categ" name="Tags"
parent="base.menu_crm_config_lead" sequence="1" groups="base.group_no_one"/>
<!--
<button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
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')]"
+ domain="['&', '|', ('case_default', '=', True), ('team_ids', '=', team_id), '|', ('type', '=', type), ('type', '=', 'both')]"
options="{'fold_field': 'fold'}"
on_change="onchange_stage_id(stage_id)"/>
</header>
<div class="oe_right oe_button_box" name="buttons">
<button class="oe_inline oe_stat_button" type="action"
context="{'default_opportunity_id': active_id, 'search_default_opportunity_id': active_id, 'default_partner_id': partner_id, 'default_duration': 1.0}"
- name="%(crm.crm_case_categ_phone_incoming0)d" icon="fa-phone">
- <div>Schedule/Log<br/>Calls</div>
+ name="%(crm.crm_phonecall_category_phone_incoming0)d" icon="fa-phone">
+ <div>Calls</div>
</button>
</div>
<div class="oe_title">
<field name="partner_name" string="Company Name"/>
<!-- Preload all the partner's information -->
<field name="partner_id" string="Customer"
- 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}"/>
+ 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_team_id': team_id}"/>
<label for="street" string="Address"/>
<div>
<field name="street" placeholder="Street..."/>
<group>
<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"/>
+ <label for="team_id" groups="base.group_multi_salesteams"/>
<div groups="base.group_multi_salesteams">
- <field name="section_id"/>
+ <field name="team_id"/>
<button name="case_escalate" string="Escalate"
type="object" class="oe_link"
- attrs="{'invisible': ['|', ('section_id','=',False), ('probability', '=', 100)]}"/>
+ attrs="{'invisible': ['|', ('team_id','=',False), ('probability', '=', 100)]}"/>
</div>
<field name="type" invisible="1"/>
</group>
<group>
<field name="priority" widget="priority"/>
- <field name="categ_ids"
- widget="many2many_tags"
- domain="[('object_id.model','=','crm.lead')]"
- context="{'object_name': 'crm.lead'}"
- />
+ <field name="tag_ids" widget="many2many_tags"/>
</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" groups="base.group_multi_salesteams"/>
+ <field name="team_id" groups="base.group_multi_salesteams"/>
<field name="probability" invisible="1"/>
<field name="campaign_id" invisible="1"/>
<field name="referred" invisible="1"/>
<field name="model">crm.lead</field>
<field name="arch" type="xml">
<kanban default_group_by="stage_id">
- <field name="stage_id"/>
+ <field name="stage_id" options='{"group_by_tooltip": {"requirements": "Description", "legend_priority": "Use of stars"}}'/>
<field name="color"/>
<field name="priority"/>
<field name="planned_revenue" sum="Expected Revenues"/>
<field name="partner_address_email"/>
<field name="message_summary"/>
<field name="message_unread"/>
+ <field name="tag_ids"/>
<templates>
<field name="date_deadline"/>
<t t-name="kanban-box">
<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 type="action" name="%(crm.crm_case_categ_phone_incoming0)d" >Calls</a></li>
+ <li><a name="%(mail.action_email_compose_message_wizard)d" type="action" >Send Email</a></li>
+ <li><a type="action" name="%(crm.crm_phonecall_category_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>
<div class="oe_kanban_content">
<div>
- <b><field name="name"/></b>
+ <strong><field name="name"/></strong>
<t t-if="record.planned_revenue.raw_value">
- <b><t t-esc="record.planned_revenue.value"/>
<field name="company_currency"/></b>
<div>
<field name="partner_id"/>
</div>
- <div style="padding-left: 0.5em">
+ <div class="oe_deadline">
<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_footer_left">
+ <t t-raw="record.message_summary.raw_value"/>
+ <field name="tag_ids"/>
+ </div>
<div class="oe_kanban_bottom_right">
<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 pull-right"/>
<div class="pull-left" groups="base.group_user">
<field name="priority" widget="priority"/>
</div>
</div>
- <div class="oe_kanban_footer_left">
- <t t-raw="record.message_summary.raw_value"/>
- </div>
</div>
<div class="oe_clear"></div>
</div>
<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),('contact_name','ilike',self),('name','ilike',self)]"/>
- <field name="categ_ids" string="Tag" filter_domain="[('categ_ids', 'ilike', self)]"/>
- <field name="section_id" groups="base.group_multi_salesteams"/>
+ <field name="tag_ids" string="Tag" filter_domain="[('tag_ids', 'ilike', self)]"/>
+ <field name="team_id" groups="base.group_multi_salesteams"/>
<field name="user_id"/>
<field name="partner_id" operator="child_of"/>
<field name="create_date"/>
help="Leads that did not ask not to be included in mass mailing campaigns"/>
<group expand="0" string="Group By">
<filter string="Salesperson" domain="[]" context="{'group_by':'user_id'}"/>
- <filter string="Sales Team" domain="[]" context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
+ <filter string="Sales Team" domain="[]" context="{'group_by':'team_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="Campaign" domain="[]" context="{'group_by':'campaign_id'}"/>
<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')]"/>
+ domain="['&', ('team_ids', '=', team_id), '|', ('type', '=', type), ('type', '=', 'both')]"/>
</header>
<sheet>
- <div class="oe_right oe_button_box">
+ <div name="buttons" class="oe_right oe_button_box">
<button class="oe_inline oe_stat_button" type="action"
- name="%(crm.crm_case_categ_phone_incoming0)d" icon="fa-phone"
+ name="%(crm.crm_phonecall_category_phone_incoming0)d" icon="fa-phone"
context="{'default_opportunity_id': active_id, 'search_default_opportunity_id': active_id, 'default_partner_id': partner_id, 'default_duration': 1.0}">
- <div>Schedule/Log<br/>Calls</div>
+ <div>Calls</div>
</button>
<button class="oe_inline oe_stat_button" type="object"
context="{'partner_id': partner_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"/>
+ <h1><field name="name" placeholder="e.g. Product Pricing"/></h1>
+ <label for="planned_revenue" style="padding-right: 50px" class="oe_edit_only"/>
+ <label for="probability" 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'}"/>
<group>
<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"/>
+ <label for="team_id" groups="base.group_multi_salesteams"/>
<div groups="base.group_multi_salesteams">
- <field name="section_id" widget="selection"/>
+ <field name="team_id" widget="selection"/>
<button name="case_escalate" string="Escalate" type="object" class="oe_link"
- attrs="{'invisible': ['|', ('section_id','=',False), ('probability', '=', 100)]}"/>
+ attrs="{'invisible': ['|', ('team_id','=',False), ('probability', '=', 100)]}"/>
</div>
</group>
<group>
- <field name="categ_ids"
- widget="many2many_tags"
- context="{'object_name': 'crm.lead'}"
- domain="[('object_id.model', '=', 'crm.lead')]"/>
-
+ <field name="tag_ids" widget="many2many_tags"/>
+ <field name="lost_reason"/>
</group>
</group>
</page>
<page string="Fund Raising" groups="crm.group_fund_raising">
<group>
- <field name="payment_mode" widget="selection"/>
<field name="planned_cost"/>
</group>
</page>
<field name="stage_id"/>
<field name="planned_revenue" sum="Expected Revenues"/>
<field name="probability" avg="Avg. of Probability"/>
- <field name="section_id" groups="base.group_multi_salesteams"/>
+ <field name="team_id" groups="base.group_multi_salesteams"/>
<field name="user_id"/>
<field name="referred" invisible="1"/>
<field name="priority" invisible="1"/>
<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="Tag" filter_domain="[('categ_ids', 'ilike', self)]"/>
- <field name="section_id" groups="base.group_multi_salesteams"/>
+ <field name="tag_ids" string="Tag" filter_domain="[('tag_ids', 'ilike', self)]"/>
+ <field name="team_id" groups="base.group_multi_salesteams"/>
<field name="user_id"/>
<field name="partner_id" operator="child_of"/>
<field name="stage_id" domain="[]"/>
<field name="probability"/>
+ <field name="lost_reason"/>
<separator/>
<filter string="New" name="new"
domain="['&', ('stage_id.probability', '=', 0), ('stage_id.sequence', '<=', 1)]"/>
<filter string="New Mail" name="message_unread" domain="[('message_unread','=',True)]"/>
<group expand="0" string="Group By" colspan="16">
<filter string="Salesperson" context="{'group_by':'user_id'}"/>
- <filter string="Sales Team" context="{'group_by':'section_id'}" groups="base.group_multi_salesteams"/>
+ <filter string="Sales Team" context="{'group_by':'team_id'}" groups="base.group_multi_salesteams"/>
<filter string="Country" context="{'group_by':'country_id'}" />
<filter string="Company" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
<filter string="Stage" context="{'group_by':'stage_id'}"/>
<separator orientation="vertical" />
<filter string="Creation Month" context="{'group_by':'create_date:month'}" name="month"/>
<filter string="Expected Closing" context="{'group_by':'date_deadline'}"/>
+ <filter string="Lost Reason" context="{'group_by':'lost_reason'}"/>
</group>
</search>
</field>
projects / odoo / odoo.git / blobdiff