159 lines
7.3 KiB
XML
Executable File
159 lines
7.3 KiB
XML
Executable File
<?xml version="1.0" encoding="UTF-8"?>
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<odoo>
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<!-- Tree View -->
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<record id="view_sos_inside_sales_leads_tree" model="ir.ui.view">
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<field name="name">sos_inside_sales_leads.tree</field>
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<field name="model">sos_inside_sales_leads</field>
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<field name="arch" type="xml">
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<tree>
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<field name="company_name"/>
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<field name="status"/>
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<field name="location"/>
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<field name="products_interested" string="Products" widget="many2many_tags" options="{'color_field': 'color'}"/>
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<field name="project_name"/>
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<field name="lead_generated_by"/>
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<!-- <field name="entry_date" string="Lead Generated On"/> -->
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<field name="move_div_display" widget="boolean_toggle" readonly="1"/>
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</tree>
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</field>
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</record>
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<record id="sos_inside_sales_leads_view_panel" model="ir.ui.view">
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<field name="name">sos_inside_sales_leads.search</field>
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<field name="model">sos_inside_sales_leads</field>
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<field name="arch" type="xml">
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<search>
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<searchpanel>
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<field name="sales_type" string="Type" icon="fa-list-ul" enable_counters="1"/>
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</searchpanel>
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<!-- Add fields to search on -->
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<field name="company_name" string="Company Name"/>
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<field name="vertical_domain" string="Domain/Vertical"/>
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<field name="lead_generated_by" string="Lead Generated By"/>
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<field name="products_interested"/>
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<filter name="product_filter"
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string="Product"
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domain="[('products_interested', 'in', products_interested)]"/>
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</search>
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</field>
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</record>
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<!-- Form View -->
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<record id="view_sos_inside_sales_leads_form" model="ir.ui.view">
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<field name="name">sos_inside_sales_leads.form</field>
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<field name="model">sos_inside_sales_leads</field>
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<field name="arch" type="xml">
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<form>
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<sheet>
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<widget name="web_ribbon" text="Moved to Sales" bg_color="bg-success" invisible="move_div_display != True"/>
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<h2 style="text-align: center;text-transform: uppercase;text-shadow: 1px 1p 1px #140718;color: #65407c;padding:5px;">Leads</h2><hr></hr><br></br>
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<group>
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<group>
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<field name="move_div_display" invisible="1"/>
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<field name="sales_type"/>
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<field name="company_name"/>
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<field name="entry_date"/>
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<field name="country" invisible="sales_type != 'International'"/>
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<field name="location" string="City/State"/>
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<field name="vertical_domain" widget="many2many_tags"/>
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<field name="status"/>
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</group>
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<group>
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<field name="website_url"/>
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<field name="linkedin_profile"/>
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<field name="service"/>
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<field name="products_interested"
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options="{'no_create': True, 'no_edit': True, 'no_create_edit': True}"
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widget="many2many_tags" invisible="service != 'Product'"/>
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<field name="project_name" invisible="service != 'Project'"/>
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<field name="new_source"/>
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<field name="expo_name" invisible="new_source != 2"/>
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<field name="meeting_scheduled"/>
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<field name="remarks"/>
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</group>
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</group>
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<br> </br>
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<h3 style="text-transform: uppercase;
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text-decoration: underline;">Contact Details</h3>
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<field name="line_ids_contacts">
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<tree editable="bottom">
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<field name="set_as_primary"/>
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<field name="name"/>
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<field name="dept"/>
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<field name="email"/>
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<field name="mobile_number"/>
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<field name="linkedin_profile"/>
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<field name="remarks"/>
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</tree>
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</field>
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<br> </br> <br> </br>
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<notebook>
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<page string="Follow Up">
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<field name="line_ids">
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<tree editable="bottom">
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<field name="action_date"/>
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<field name="remarks"/>
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<field name="next_action_on"/>
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</tree>
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</field>
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</page>
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</notebook>
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<br> </br>
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<div class="row" invisible="move_div_display">
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<div class="col-6"></div>
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<div class="col-6">
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<table class="table_custom" style="padding: 30px;box-shadow: rgba(0, 0, 0, 0.24) 0px 3px 8px;background-color: #fff;border: solid 4px #9689c1;">
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<tr><td class="column">Move Lead To</td><td><field name="move_to_sales" widget="many2many_tags"/></td></tr>
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<tr><td class="column">Cc To</td><td><field name="cc_mail"/></td></tr>
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<tr><td></td><td><button name="action_moveto_sales" type="object" class="btn btn-primary">Move</button></td></tr>
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</table>
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</div>
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</div>
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<div class="row" invisible="move_div_display == False">
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<div class="col-6"></div>
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<div class="col-6">
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<table class="table_custom" style="padding: 30px;box-shadow: rgba(0, 0, 0, 0.24) 0px 3px 8px;background-color: #fff;border: solid 4px #9689c1;">
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<tr><td class="column">Moved To</td><td><field readonly="1" name="move_to_sales" widget="many2many_tags"/></td></tr>
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<tr><td class="column">Moved On</td><td><field readonly="1" name="moved_on"/></td></tr>
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</table>
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</div>
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</div>
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</sheet>
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</form>
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</field>
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</record>
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<!-- Action -->
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<record id="action_sos_inside_sales_leads" model="ir.actions.act_window">
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<field name="name">Leads</field>
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<field name="res_model">sos_inside_sales_leads</field>
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<field name="view_mode">tree,form</field>
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</record>
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<record id="action_inside_sales_report_wizard" model="ir.actions.act_window">
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<field name="name">Inside Sales Leads Report</field>
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<field name="res_model">action_leads_report_wizard</field>
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<field name="view_mode">form</field>
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<field name="target">new</field>
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</record>
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<!-- Menu -->
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<menuitem id="menu_sos_inside_sales_leads" name="Leads" parent="sos_inside_sales_menu_root" action="action_sos_inside_sales_leads" sequence="1"/>
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<menuitem id="menu_sos_inside_sales_reports" name="Reports" parent="sos_inside_sales_menu_root"/>
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<menuitem id="menu_sos_inside_sales_child_reports" name="Leads Report" parent="menu_sos_inside_sales_reports" action="action_inside_sales_report_wizard"/>
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</odoo>
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