2.3 Code Sample - CRM Tree View Ordered

3/6/2020 odoo/crm_lead_views.
xml at 76c443eda331b75bf5dfa7ec22b8eb22e1084343 · odoo/odoo · GitHub
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Tree: 76c443eda3 Find file Copy path
odoo / addons / crm / views / crm_lead_views.xml
mart-e [FIX] all: remove external ids fakely from base
11812b0 on Sep 2, 2016
6 contributors
Raw Blame History
905 lines (861 sloc) 49.8 KB
1 <?xml version="1.0"?>
2 <odoo>
3 
6 <record id="crm_lead_tag_form" model="ir.ui.view">
7 <field name="name">crm.lead.tag.form</field>
8 <field name="model">crm.lead.tag</field>
9 <field name="arch" type="xml">
10 <form string="Lead Tags">
11 <group>
https://github.com/odoo/odoo/blob/76c443eda331b75bf5dfa7ec22b8eb22e1084343/addons/crm/views/crm_lead_views.xml#L540 1/26
3/6/2020 odoo/crm_lead_views.xml at 76c443eda331b75bf5dfa7ec22b8eb22e1084343 · odoo/odoo · GitHub
12 <field name="name"/>
13 <field name="color" groups="base.group_no_one"/>
14 </group>
15 </form>
16 </field>
17 </record>
18
19 <record id="crm_lead_tag_tree" model="ir.ui.view">
20 <field name="name">crm.lead.tag.tree</field>
21 <field name="model">crm.lead.tag</field>
23 <tree string="Lead Tags">
25 </tree>
26 </field>
27 </record>
28
29 
32 <act_window
33 id="act_crm_opportunity_calendar_event_new"
34 name="Meetings"
35 res_model="calendar.event"
36 view_mode="tree,form,calendar"
37 context="{'default_duration': 4.0, 'default_opportunity_id': active_id}"
38 view_type="form"/>
39
40 <record id="crm_case_form_view_leads" model="ir.ui.view">
41 <field name="name">crm.lead.form.lead</field>
42 <field name="model">crm.lead</field>
44 <form string="Leads Form">
45 <header>
46 <button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
47 help="Convert to Opportunity" class="oe_highlight"/>
48 </header>
49 <sheet>
50 <div class="oe_button_box" name="button_box">
51 <button name="toggle_active" type="object" class="oe_stat_button" icon="fa-archive">
52 <field name="active" widget="boolean_button" options='{"terminology": "archive"}'/>
53 </button>
54 </div>
55 <div class="label label-success pull-right" attrs="{'invisible': [('probability', '<', 100)]}">Won</div>
56 <div class="oe_title">
57 <label for="name" class="oe_edit_only" string="Lead"/>
58 <h1><field name="name" placeholder="Describe the lead..."/></h1>
59 </div>
60 <group>
61 <group>
62 
63 <field name="partner_id" string="Customer"
64 options='{"create_name_field": "name"}'
65 context="{'default_name': contact_name, 'default_street': street, 'default_city': city, 'defaul
66 <field name="partner_name" string="Company Name"/>
67 <label for="street" string="Address"/>
68 <div class="o_address_format">
69 <field name="street" placeholder="Street..." class="o_address_street"/>
70 <field name="street2" placeholder="Street 2..." class="o_address_street"/>
71 <field name="city" placeholder="City" class="o_address_city"/>
72 <field name="state_id" class="o_address_state" placeholder="State" options='{"no_open": True}'/
73 <field name="zip" placeholder="ZIP" class="o_address_zip"/>
74 <field name="country_id" placeholder="Country" class="o_address_country" options='{"no_open": T
75 </div>
76 </group>
77 <group>
78 <label for="contact_name"/>
79 <div class="o_row">
80 <field name="contact_name"/>
81 <field name="title" placeholder="Title" domain="[]" options='{"no_open": True}'/>
82 </div>
83 <field name="email_from" widget="email"/>
84 <field name="function"/>
85 <field name="phone" widget="phone"/>
86 <field name="mobile"/>
87 <field name="fax"/>
88 </group>
89 <group>
90 <field name="user_id" domain="[('share', '=', False)]"
91 context="{'default_groups_ref': ['base.group_user', 'base.group_partner_manager', 'sales_team.g
92 <field name="team_id" widget="selection" domain="[('use_leads','=',True)]"/>
93 <field name="type" invisible="1"/>
94 </group>
95 <group>
96 <field name="priority" widget="priority"/>
97 <field name="tag_ids" widget="many2many_tags" options="{'no_create_edit': True}"/>
98 </group>
99 </group>
100 <notebook>
101 <page string="Internal Notes">
102 <field name="description"/>
103 </page>
104 <page name="extra" string="Extra Info">
105 <group>
106 <group string="Email">
107 <field name="opt_out"/>
108 <field name="message_bounce" readonly="1" groups="base.group_no_one"/>
109 </group>
110 <group string="Tracking" groups="base.group_multi_company,base.group_no_one" name="categorizati
111 <field name="company_id"
112 groups="base.group_multi_company"
113 options="{'no_create': True}"/>
114 <field name="campaign_id" />
115 <field name="medium_id"/>
116 <field name="source_id"/>
117 <field name="referred"/>
118 </group>
119 <group string="Analysis" groups="base.group_no_one">
120 <field name="date_open"/>

121 <field name="date_closed"/>
122 <field name="probability"/>
123 </group>
124 </group>
125 </page>
126 </notebook>
127 </sheet>
128 <div class="oe_chatter">
129 <field name="message_follower_ids" widget="mail_followers"/>
130 <field name="message_ids" widget="mail_thread"/>
131 </div>
132 </form>
133 </field>
134 </record>
135
136 <record id="crm_case_pivot_view_leads" model="ir.ui.view">
137 <field name="name">crm.lead.pivot.lead</field>
140 <pivot string="Opportunities" display_quantity="true">
141 <field name="stage_id" type="row"/>
142 <field name="planned_revenue" type="measure"/>
143 </pivot>
144 </field>
145 </record>
146
147 <record id="crm_case_graph_view_leads" model="ir.ui.view">
148 <field name="name">crm.lead.graph.lead</field>
151 <graph string="Opportunities" type="bar">
152 <field name="stage_id" type="row"/>
153 <field name="planned_revenue" type="measure"/>
154 </graph>
155 </field>
156 </record>
157
158 <record id="crm_case_tree_view_leads" model="ir.ui.view">
159 <field name="name">crm.lead.tree.lead</field>
162 <tree string="Leads" decoration-bf="message_needaction==True" decoration-muted="probability == 100">
163 <field name="date_deadline" invisible="1"/>
164 <field name="create_date"/>
165 <field name="name" string="Lead"/>
167 <field name="city"/>
168 <field name="country_id"/>
169 <field name="email_from"/>
170 <field name="phone"/>
171 <field name="user_id" invisible="1"/>
172 <field name="partner_id" invisible="1"/>
173 <field name="team_id"/>
174 <field name="active" invisible="1"/>
175 <field name="probability" invisible="1"/>
176 <field name="campaign_id" invisible="1"/>
177 <field name="referred" invisible="1"/>
178 <field name="medium_id" invisible="1"/>
179 <field name="message_needaction" invisible="1"/>
180 </tree>
181 </field>
182 </record>
183
184 <record id="crm_case_calendar_view_leads" model="ir.ui.view">
185 <field name="name">crm.lead.calendar.lead</field>
187 <field name="priority" eval="2"/>
189 <calendar string="Leads Generation" date_start="date_action" color="user_id">
191 <field name="partner_name"/>
192 </calendar>
193 </field>
194 </record>
195
196 <record id="view_create_opportunity_simplified" model="ir.ui.view">
197 <field name="name">crm.lead.form.simple</field>
199 <field name="priority">1000</field>
201 <form string="Create an Opportunity">
202 <sheet>
203 <group>
204 <group>
205 <field name="name" string="Opportunity Title" placeholder="e.g. Customer Deal"/>
206 <field name="partner_id"/>
207 <label for="planned_revenue"/>
209 <field name="planned_revenue"/>
210 <field name="company_currency" options="{'no_create': True, 'no_open': True}"/>
211 </div>
213 </group>
214 </group>
215 <footer>
216 <button string="Create" name="close_dialog" type="object" class="btn-primary"/>
217 <button string="Discard" class="btn-default" special="cancel"/>
218 </footer>
219 </sheet>
220 </form>
221 </field>
222 </record>
223
224 <record id="create_opportunity_simplified" model="ir.actions.act_window">
225 <field name="name">Create an Opportunity</field>
226 <field name="res_model">crm.lead</field>
227 <field name="view_type">form</field>
228 <field name="view_mode">form</field>

229 <field name="view_id" ref="view_create_opportunity_simplified"/>
230 <field name="target">new</field>
231 </record>
232
233 <record id="crm_case_kanban_view_leads" model="ir.ui.view">
234 <field name="name">crm.lead.kanban.lead</field>
237 <kanban default_group_by="stage_id" class="o_kanban_small_column o_opportunity_kanban" on_create="crm.create_op
238 <field name="stage_id" options='{"group_by_tooltip": {"requirements": "Description", "legend_priority": "Us
239 <field name="color"/>
240 <field name="priority"/>
242 <field name="kanban_state"/>
243 <field name="date_action"/>
244 <field name="user_email"/>
245 <field name="user_id"/>
246 <field name="partner_address_email"/>
247 <field name="message_needaction_counter"/>
248 <field name="tag_ids"/>
250 <field name="title_action"/>
251 <field name="active"/>
252 <field name="company_currency"/>
253 <templates>
254 <field name="date_deadline"/>
255 <t t-name="kanban-box">
256 <div t-attf-class="#{kanban_color(record.color.raw_value)} oe_kanban_global_click">
257 <div class="o_dropdown_kanban dropdown">
258
259 <a class="dropdown-toggle btn" data-toggle="dropdown" href="#" >
260 <span class="fa fa-bars fa-lg"/>
261 </a>
262 <ul class="dropdown-menu" role="menu" aria-labelledby="dLabel">
263 <t t-if="widget.editable"><li><a type="edit">Edit</a></li></t>
264 <t t-if="widget.deletable"><li><a type="delete">Delete</a></li></t>

265 <li t-if="! record.active.value"><a name="action_set_active" type="object">Unarchive</a
266 <li t-if="record.active.value"><a name="action_set_unactive" type="object">Archive</a><
267 <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
268 </ul>
269 </div>
270 <div class="oe_kanban_content">
271 <div>
272 <field name="tag_ids"/>
273 </div>
274 <div>
275 <strong><field name="name"/></strong>
276 </div>
277 <div class="text-muted">
278 <t t-if="record.planned_revenue.raw_value"><field name="planned_revenue" widget="moneta
279 </div>
280
281 <div class="o_kanban_footer">
282 <field name="priority" widget="priority" groups="base.group_user"/>
283 <t t-if="record.message_needaction_counter.raw_value">
284 <span class='oe_kanban_mail_new' title='Unread Messages'><i class='fa fa-comments'/
285 </t>
286 <div>
287 <a name="%(crm.crm_activity_log_action)d" type="action" t-if="record.kanban_state.r
288 <span
289 t-att-title="record.date_action.value + ': '+ record.title_action.value"
290 t-attf-class="oe_kanban_status oe_kanban_status_#{record.kanban_state.raw_value
291 </a>
292 <a name="%(crm.crm_activity_schedule_action)d" type="action" t-if="record.kanban_st
293 <span
294 class="oe_kanban_status oe_kanban_status_red"/>
295 </a>
296 <img t-att-src="kanban_image('res.users', 'image_small', record.user_id.raw_value)"
297 </div>
298 </div>
299 </div>
300 <div class="oe_clear"></div>

301 </div>
302 </t>
303 </templates>
304 </kanban>
305 </field>
306 </record>
307
308 <record id="view_crm_case_leads_filter" model="ir.ui.view">
309 <field name="name">crm.lead.search.lead</field>
312 <search string="Search Leads">
313 <field name="name" string="Lead / Customer" filter_domain="['|','|','|',('partner_name','ilike',self),('ema
314 <field name="tag_ids" string="Tag" filter_domain="[('tag_ids', 'ilike', self)]"/>
317 <field name="partner_id" operator="child_of" string="Customer"/>
320 <separator />
321 <filter string="My Leads"
322 name="assigned_to_me"
323 domain="[('user_id','=',uid)]"
324 help="Leads that are assigned to me"/>
325 <filter string="Unassigned" name="unassigned"
326 domain="[('user_id','=', False)]"
327 help="No salesperson"/>
328 <separator />
329 <filter string="Unread Messages" name="message_needaction" domain="[('message_needaction','=',True)]"/>
330 <filter string="Archived" name="archived" domain="[('active', '=', False)]"/>
331 <separator />
332 <filter string="Exclude Opt Out"
333 name='not_opt_out' domain="[('opt_out', '=', False)]"
334 help="Leads that did not ask not to be included in mass mailing campaigns"/>
335 <group expand="0" string="Group By">
336 <filter string="Salesperson" name="groupby_salesperson" domain="[]" context="{'group_by':'user_id'}"/>

337 <filter string="Sales Team" name="groupby_team" domain="[]" context="{'group_by':'team_id'}"/>
338 <filter name="customer" string="Customer" help="Partner" domain="[]" context="{'group_by':'partner_id'}
339 <filter string="Campaign" name="groupby_campaign" domain="[]" context="{'group_by':'campaign_id'}"/>
340 <filter string="Source" name="groupby_source" domain="[]" context="{'group_by':'source_id'}"/>
341 <filter string="Medium" name="groupby_channel" domain="[]" context="{'group_by':'medium_id'}"/>
342 <filter string="Creation Month" name="groupby_createmonth" domain="[]" context="{'group_by':'create_dat
343 </group>
344 </search>
345 </field>
346 </record>
347
348 
351 <record id="crm_case_form_view_oppor" model="ir.ui.view">
352 <field name="name">crm.lead.form.opportunity</field>
354 <field name="priority">20</field>
356 <form string="Opportunities" class="o_opportunity_form">
357 <header>
358 <button name="action_set_won" string="Mark Won"
359 type="object" class="oe_highlight o_wow"
360 attrs="{'invisible': ['|', ('active','=',False), ('probability', '=', 100)]}"/>
361 <button name="%(crm.crm_lead_lost_action)d" string="Mark Lost"
362 type="action" class="oe_highlight"
363 context="{'default_lead_id': active_id}"
364 attrs="{'invisible': [('active', '=', False),('probability', '<', 100)]}"/>
365 <button name="%(crm.crm_activity_log_action)d" string="Log Activity" type="action" class="btn-link"
366 attrs="{'invisible': [('active', '=', False)]}"/>
367 <field name="stage_id" widget="statusbar" clickable="True"
368 options="{'fold_field': 'fold'}"
369 domain="['|', ('team_id', '=', team_id), ('team_id', '=', False)]"
370 attrs="{'invisible': [('active', '=', False)]}"/>
371 </header>
372 <sheet>
373 <div class="oe_button_box" name="button_box">
374 <button name="toggle_active" type="object" class="oe_stat_button" icon="fa-archive"
375 attrs="{'invisible': [('active', '=', True), ('probability', '<', 100)]}">
376 <field name="active" widget="boolean_button" options='{"terminology": "archive"}'/>
377 </button>
378 <button class="oe_stat_button" type="object"
379 context="{'partner_id': partner_id}"
380 name="action_schedule_meeting" icon="fa-calendar">
381 <div class="o_stat_info">
382 <field name="meeting_count" class="o_stat_value"/>
383 <span class="o_stat_text" attrs="{'invisible': [('meeting_count', '<', 2)]}"> Meetings</
384 <span class="o_stat_text" attrs="{'invisible': [('meeting_count', '>', 1)]}"> Meeting</s
385 </div>
386 </button>
387 </div>
388 <div class="label label-danger pull-right" attrs="{'invisible': ['|', ('probability', '>', 0), ('act
389 <div class="label label-success pull-right" attrs="{'invisible': [('probability', '<', 100)]}">Won</
390 <div class="oe_title">
391 <label for="name" class="oe_edit_only"/>
392 <h1><field name="name" placeholder="e.g. Product Pricing"/></h1>
393 <h2 class="o_row">
394 <div>
395 <label for="planned_revenue" class="oe_edit_only" />
397 <field name="company_currency" invisible="1"/>
398 <field name="planned_revenue" widget='monetary' options="{'currency_field': 'company_cu
399 <span class="oe_grey"> at </span>
400 </div>
401 </div>
402 <div>
403 <label for="probability" class="oe_edit_only"/>
405 <field name="probability" widget="integer"/>
406 <span>%%</span>
407 </div>
408 </div>
409 </h2>
410 </div>
411 <group>
412 <group>
413 <field name="partner_id"
414 string="Customer" domain="[('customer', '=', True)]"
415 context="{'search_default_customer': 1,
416 'default_name': partner_name, 'default_street': street,
417 'default_street2': street2, 'default_city': city,
418 'default_state_id': state_id, 'default_zip': zip,
419 'default_country_id': country_id, 'default_function': function,
420 'default_phone': phone, 'default_mobile': mobile,
421 'default_fax': fax, 'default_email': email_from,
422 'default_user_id': user_id, 'default_team_id': team_id}"/>
423 <field name="email_from" string="Email" widget="email"/>
424 <field name="phone" widget="phone"/>
425 </group>
426
427 <group>
428 <label for="next_activity_id"/>
429 <div>
430 <div class="o_row mr16">
431 <field name="next_activity_id"
432 options="{'no_create': True, 'no_open': True}"
433 domain="['|',('team_id','=',False),('team_id','=',team_id)]"/>
434 <span class="oe_form_field"
435 attrs="{'invisible': ['|', ('next_activity_id', '=', False), ('date_action', '=',
436 <field name="date_action" attrs="{'invisible': [('next_activity_id', '=', False)]}" pla
437 </div>
438 <div>
439 <field name="title_action" placeholder="e.g. Discuss proposal"
440 attrs="{'invisible': [('next_activity_id', '=', False)]}"/>
441 </div>
442 </div>
444 </group>
445
446 <group>
447 <field name="user_id" context="{'default_groups_ref': ['base.group_user', 'base.group_partner_m
448 <field name="team_id" widget="selection"/>
449 </group>
450 <group>
452 <field name="tag_ids" widget="many2many_tags" options="{'no_create_edit': True}"/>
453 <field name="lost_reason" attrs="{'invisible': [('active', '=', True)]}"/>
454 <field name="date_conversion" invisible="1"/>
455 </group>
456 </group>
457
458 <notebook colspan="4">
459 <page string="Internal Notes">
460 <field name="description"/>
461 </page>
462 <page name="lead" string="Contact Information">
463 <group>
464 <group>
465 <field name="partner_name"/>
466 <label for="street" string="Address"/>
467 <div class="o_address_format">
468 <field name="street" placeholder="Street..." class="o_address_street"/>
469 <field name="street2" placeholder="Street 2..." class="o_address_street"/>
470 <field name="city" placeholder="City" class="o_address_city"/>
471 <field name="state_id" class="o_address_state" placeholder="State" options='{"no_open":
472 <field name="zip" placeholder="ZIP" class="o_address_zip"/>
473 <field name="country_id" placeholder="Country" class="o_address_country" options='{"no_
474 </div>
475 </group>
476
477 <group>
478 <label for="contact_name"/>

481 <field name="title" placeholder="Title" domain="[]" options='{"no_open": True}'/>
482 </div>
483 <field name="function"/>
484 <field name="mobile"/>
485 <field name="fax"/>
486 <field name="opt_out"/>
487 </group>
488 <group string="Marketing">
489 <field name="campaign_id" />
490 <field name="medium_id" />
491 <field name="source_id" />
492 </group>
493 <group string="Misc" name="Misc">
494 <field name="day_open" groups="base.group_no_one"/>
495 <field name="day_close" groups="base.group_no_one"/>
496 <field name="referred"/>
497 <field name="type" invisible="1"/>
498 </group>
499 </group>
500 </page>
501 </notebook>
502 </sheet>
503 <div class="oe_chatter">
504 <field name="message_follower_ids" widget="mail_followers"/>
505 <field name="message_ids" widget="mail_thread"/>
506 </div>
507 </form>
508 </field>
509 </record>
510
511 <record id="crm_case_tree_view_oppor" model="ir.ui.view">
512 <field name="name">crm.lead.tree.opportunity</field>
515 <tree string="Opportunities" decoration-bf="message_needaction==True" decoration-muted="probability == 100" dec
516 <field name="date_deadline" invisible="1"/>

518 <field name="name" string="Opportunity"/>
519 <field name="partner_id" string="Customer"/>
523 <field name="medium_id" invisible="1"/>
524 <field name="campaign_id" invisible="1"/>
525 <field name="source_id" invisible="1"/>
526 <field name="stage_id"/>
527 <field name="planned_revenue" sum="Expected Revenues"/>
528 <field name="probability" avg="Avg. of Probability"/>
531 <field name="referred" invisible="1"/>
532 <field name="priority" invisible="1"/>
533 <field name="message_needaction" invisible="1"/>
534 <field name="probability" invisible="1"/>
535 <field name="write_date" invisible="1"/>
536 </tree>
537 </field>
538 </record>
539
540 <record id="crm_lead_view_tree_activity" model="ir.ui.view">
541 <field name="name">crm.lead.tree.opportunity.next.activity</field>
544 <tree string="Next Activity" decoration-danger="date_action and (date_action < current_date)" default_order=
548 <field name="next_activity_id"/>
550 <field name="stage_id"/>

553 </tree>
554 </field>
555 </record>
556
557 <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
558 <field name="name">crm.lead.search.opportunity</field>
561 <search string="Search Opportunities">
562 <field name="name" string="Opportunity" filter_domain="['|','|','|',('partner_id','ilike',self),('partner_n
563 <field name="tag_ids" string="Tag" filter_domain="[('tag_ids', 'ilike', self)]"/>
566 <field name="partner_id" operator="child_of" string="Customer"/>
567 <field name="stage_id" domain="[]"/>
568 <field name="next_activity_id"/>
570 <field name="probability"/>
571 <field name="lost_reason"/>
572 <separator/>
573 <filter string="Won" name="won"
574 domain="['&', ('stage_id.probability', '=', 100), ('stage_id.fold', '=', True)]"/>
575 <separator/>
576 <filter string="My Opportunities" name="assigned_to_me"
577 domain="[('user_id', '=', uid)]"
578 help="Opportunities that are assigned to me"/>
579 <filter string="Unassigned" name="unassigned"
580 domain="[('user_id','=', False)]" help="No salesperson"/>
581 <separator/>
582 <filter string="Today Activities" name="today"
583 domain="[('date_action', '=', context_today().strftime('%Y-%m-%d'))]"/>
584 <filter string="This Week Activities" name="this_week"
585 domain="['&', ('date_action', '>=', context_today().strftime('%Y-%m-%d')),
586 ('date_action', '<=', (context_today()+datetime.timedelta(days=7)).strftime('%Y-%m-%d')
587 ]"/>
588 <filter string="Overdue Activities" name="overdue"

589 domain="[('date_action', '<', context_today().strftime('%Y-%m-%d'))]"
590 help="Show all opportunities for which the next action date is before today"/>
591 <separator/>
592 <filter string="Unread Messages" name="message_needaction" domain="[('message_needaction','=',True)]"/>
593 <filter string="Lost" domain="[('active', '=', False)]"/>
594 <group expand="0" string="Group By" colspan="16">
595 <filter string="Salesperson" context="{'group_by':'user_id'}"/>
596 <filter string="Sales Team" context="{'group_by':'team_id'}"/>
597 <filter string="Country" context="{'group_by':'country_id'}" />
598 <filter string="Company" context="{'group_by':'company_id'}" groups="base.group_multi_company"/>
599 <filter name="stage" string="Stage" context="{'group_by':'stage_id'}"/>
600 <filter string="Campaign" domain="[]" context="{'group_by':'campaign_id'}"/>
601 <filter string="Medium" domain="[]" context="{'group_by':'medium_id'}"/>
602 <filter string="Source" domain="[]" context="{'group_by':'source_id'}"/>
603 <separator orientation="vertical" />
604 <filter string="Creation Month" context="{'group_by':'create_date:month'}" name="month"/>
605 <filter string="Expected Closing Date" context="{'group_by':'date_deadline'}"/>
606 <filter string="Lost Reason" context="{'group_by':'lost_reason'}"/>
607 </group>
608 </search>
609 </field>
610 </record>
611
612 
615 <record id="crm_lost_reason_view_search" model="ir.ui.view">
616 <field name="name">crm.lost.reason.view.search</field>
617 <field name="model">crm.lost.reason</field>
619 <search string="Search Opportunities">
620 <filter string="Include archived" name="archived"
621 domain="['|', ('active', '=', True), ('active', '=', False)]"/>
622 </search>
623 </field>
624 </record>
625
626 <record id="crm_lost_reason_view_form" model="ir.ui.view">
627 <field name="name">crm.lost.reason.form</field>
628 <field name="model">crm.lost.reason</field>
630 <form string="Channel">
631 <group>
633 <field name="active"/>
634 </group>
635 </form>
636 </field>
637 </record>
638
639 
642 <act_window name="Lead/Opportunity Mass Mail"
643 res_model="mail.compose.message"
644 src_model="crm.lead"
645 view_mode="form"
646 multi="True"
647 target="new"
648 key2="client_action_multi"
649 id="crm.action_lead_mass_mail"
650 context="{
651 'default_composition_mode': 'mass_mail',
652 'default_email_to':'{($object.email or \'\')|safe}',
653 'default_use_template': True,
654 'default_template_id': ref('crm.email_template_opportunity_mail'),
655 }"
656 groups="sales_team.group_sale_salesman"
657 />
658
659 
661 <record id="email_template_opportunity_mail" model="mail.template">
662 <field name="ref_ir_act_window" ref="crm.action_lead_mass_mail"/>
663 </record>
664
665 
668 <record id="action_mark_as_lost" model="ir.actions.server">
669 <field name="name">Mark as lost</field>
670 <field name="model_id" ref="model_crm_lead"/>
671 <field name="state">code</field>
672 <field name="code">
673 if context.get('active_model') == 'crm.lead' and context.get('active_ids'):
674 action_values = env.ref('crm.crm_lead_lost_action').read()[0]
675 action_values.update({'context': context})
676 action = action_values
677 </field>
678 </record>
679
680 <record id="ir_mark_as_lost" model="ir.values">
681 <field eval="'client_action_multi'" name="key2"/>
682 <field eval="'crm.lead'" name="model"/>
683 <field name="name">Mark as lost</field>
684 <field eval="'ir.actions.server,%d'%action_mark_as_lost" name="value"/>
685 </record>
686
687 
690 <menuitem
691 id="sales_team.menu_sales"
692 name="Sales"
693 parent="sales_team.menu_base_partner"
694 sequence="5"/>
695
696 

697 <record model="ir.actions.act_window" id="crm_lead_all_leads">
698 <field name="name">Leads</field>
700 <field name="view_mode">tree,graph,pivot,calendar,form</field>
701 <field name="domain">['|', ('type','=','lead'), ('type','=',False)]</field>
702 <field name="view_id" ref="crm_case_tree_view_leads"/>
703 <field name="search_view_id" ref="crm.view_crm_case_leads_filter"/>
704 <field name="context">{
705 'default_type':'lead',
706 'search_default_type': 'lead',
707 'needaction_menu_ref': 'crm.menu_crm_opportunities',
708 'search_default_to_process':1,
709 }
710 </field>
711 <field name="help" type="html">
712 <p>
713 Use leads if you need a qualification step before creating an
714 opportunity or a customer. It can be a business card you received,
715 a contact form filled in your website, or a file of unqualified
716 prospects you import, etc.
717 </p><p>
718 Once qualified, the lead can be converted into a business
719 opportunity and/or a new customer in your address book.
720 </p>
721 </field>
722 </record>
723
724 <menuitem
725 id="menu_crm_leads"
726 name="Leads"
727 parent="sales_team.menu_sales"
728 sequence="1"
729 action="crm_lead_all_leads"
730 groups="crm.group_use_lead"/>
731
732 
733 <record model="ir.actions.act_window" id="crm_lead_opportunities">
734 <field name="name">Opportunities</field>
736 <field name="view_mode">kanban,tree,graph,pivot,form,calendar</field>
737 <field name="domain">[('type','=','opportunity')]</field>
739 'default_type': 'opportunity',
740 'default_user_id': uid
741 }
742 </field>
743 <field name="search_view_id" ref="crm.view_crm_case_opportunities_filter"/>
745 <p>
746 Odoo helps you keep track of your sales pipeline to follow
747 up potential sales and better forecast your future revenues.
748 </p><p>
749 You will be able to plan meetings and phone calls from
750 opportunities, convert them into quotations, attach related
751 documents, track all discussions, and much more.
752 </p>
753 </field>
754 </record>
755
756 <record model="ir.actions.act_window.view" id="action_crm_tag_kanban_view_oppor11">
757 <field name="sequence" eval="0"/>
758 <field name="view_mode">kanban</field>
759 <field name="view_id" ref="crm_case_kanban_view_leads"/>
760 <field name="act_window_id" ref="crm_lead_opportunities"/>
761 </record>
762
763 <record model="ir.actions.act_window.view" id="action_crm_tag_tree_view_oppor11">
765 <field name="view_mode">tree</field>
766 <field name="view_id" ref="crm_case_tree_view_oppor"/>
768 </record>
769
770 <record model="ir.actions.act_window.view" id="action_crm_tag_form_view_oppor11">
772 <field name="view_mode">form</field>
773 <field name="view_id" ref="crm_case_form_view_oppor"/>
775 </record>
776
777 <record id="action_your_pipeline" model="ir.actions.server">
778 <field name="name">My Pipeline</field>
779 <field name="model_id" ref="crm.model_crm_team"/>
780 <field name="state">code</field>
781 <field name="code">action = env['crm.team'].action_your_pipeline()</field>
782 <field eval="True" name="condition"/>
783 </record>
784
785 <record model="ir.actions.act_window" id="crm_lead_opportunities_tree_view">
786 <field name="name">Your Pipeline</field>
788 <field name="view_mode">kanban,tree,graph,pivot,form,calendar</field>
789 <field name="domain">[('type','=','opportunity')]</field>
792 'default_user_id': uid,
793 'search_default_assigned_to_me': 1,
794 }</field>
795 <field name="view_ids"
796 eval="[(5, 0, 0),
797 (0, 0, {'view_mode': 'tree', 'view_id': ref('crm_case_tree_view_oppor')}),
798 (0, 0, {'view_mode': 'form', 'view_id': ref('crm_case_form_view_oppor')}),
799 (0, 0, {'view_mode': 'kanban', 'view_id': ref('crm_case_kanban_view_leads')}),
800 (0, 0, {'view_mode': 'calendar'}),
801 (0, 0, {'view_mode': 'pivot'}),
802 (0, 0, {'view_mode': 'graph'})]"/>

805 <p>
806 Odoo helps you keep track of your sales pipeline to follow
807 up potential sales and better forecast your future revenues.
808 </p><p>
809 You will be able to plan meetings and phone calls from
810 opportunities, convert them into quotations, attach related
811 documents, track all discussions, and much more.
812 </p>
813 </field>
814 </record>
815
816 <menuitem
817 id="menu_crm_opportunities"
818 action="action_your_pipeline"
820 sequence="4"/>
821
822 
823 <record id="crm_lead_action_activities" model="ir.actions.act_window">
824 <field name="name">Next Activities</field>
825 <field name="type">ir.actions.act_window</field>
827 <field name="view_mode">tree,form,kanban,calendar,pivot,graph</field>
829 <field name="view_ids"
830 eval="[(5, 0, 0), (0, 0, {'view_mode': 'tree', 'view_id': ref('crm_lead_view_tree_activity')}),
831 (0, 0, {'view_mode': 'form', 'view_id': ref('crm_case_form_view_oppor')}),
832 (0, 0, {'view_mode': 'kanban'}), (0, 0, {'view_mode': 'calendar'}), (0, 0, {'view_mode': 'pivot'}), (
833 <field name="domain">[('type','=','opportunity'), ('date_action', '!=', False)]</field>
836 'default_user_id': uid,
837 'search_default_assigned_to_me': 1
838 }
839 </field>

841 <p>
842 Here is the list of your next activities. Those are linked to your opportunities.
843 To set a next activity, go on an opportunity and add one. It will then appear in this list.
844 </p>
845 </field>
846 </record>
847
848 <menuitem
849 id="crm_lead_menu_activities"
850 name="Next Activities"
852 sequence="5"
853 action="crm_lead_action_activities" />
854
855 
856 <record id="crm_lead_tag_action" model="ir.actions.act_window">
857 <field name="name">Lead Tags</field>
858 <field name="res_model">crm.lead.tag</field>
860 <field name="view_id" ref="crm_lead_tag_tree"/>
862 <p class="oe_view_nocontent_create">
863 Click to define a new sales tag.
864 </p><p>
865 Create specific tags that fit your company's activities
866 to better classify and analyse your leads and opportunities.
867 Such categories could for instance reflect your product
868 structure or the different types of sales you do.
869 </p>
870 </field>
871 </record>
872
873 <menuitem
874 id="menu_crm_lead_categ"
875 name="Lead Tags"
876 action="crm_lead_tag_action"
877 parent="menu_crm_config_lead"
878 sequence="1"
879 groups="base.group_no_one"/>
880
881 
882 <record id="crm_lost_reason_action" model="ir.actions.act_window">
883 <field name="name">Lost Reasons</field>
884 <field name="res_model">crm.lost.reason</field>
886 <field name="view_mode">tree,form</field>
888 <p class="oe_view_nocontent_create">
889 Click to define a new lost reason.
890 </p><p>
891 Use lost reasons to explain why an opportunity is lost.
892 </p><p>
893 Some examples of lost reasons: "We don't have people/skill", "Price too high"
894 </p>
895 </field>
896 </record>
897
898 <menuitem
899 id="menu_crm_lost_reason"
900 action="crm_lost_reason_action"
901 parent="menu_crm_config_lead"
902 sequence="6"
903 groups="base.group_no_one"/>
904
905 </odoo>

2.3 Code Sample - CRM Tree View Ordered

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3/6/2020 odoo/crm_lead_views.

xml at 76c443eda331b75bf5dfa7ec22b8eb22e1084343 · odoo/odoo · GitHub

Tree: 76c443eda3 Find file Copy path

odoo / addons / crm / views / crm_lead_views.xml

mart-e [FIX] all: remove external ids fakely from base

11812b0 on Sep 2, 2016

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905 lines (861 sloc) 49.8 KB

120 <field name="date_open"/>

228 <field name="view_mode">form</field>

264 <t t-if="widget.deletable"><li><a type="delete">Delete</a></li></t>

300 <div class="oe_clear"></div>

336 <filter string="Salesperson" name="groupby_salesperson" domain="[]" context="{'group_by':'user_id'}"/>

480 <field name="contact_name"/>

516 <field name="date_deadline" invisible="1"/>

552 <field name="date_deadline"/>

588 <filter string="Overdue Activities" name="overdue"

696

804 <field name="help" type="html">

840 <field name="help" type="html">

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