111 lines
5.0 KiB
XML
Executable File
111 lines
5.0 KiB
XML
Executable File
<?xml version="1.0" encoding="UTF-8"?>
|
|
<odoo>
|
|
<!-- Tree View -->
|
|
<record id="view_sos_sales_leads_tree" model="ir.ui.view">
|
|
<field name="name">sos_sales_leads.tree</field>
|
|
<field name="model">sos_sales_leads</field>
|
|
<field name="arch" type="xml">
|
|
<tree>
|
|
<field name="company_name"/>
|
|
<field name="location"/>
|
|
<field name="vertical_domain" widget="many2many_tags"/>
|
|
<field name="interested_in"/>
|
|
<field name="lead_generated_by"/>
|
|
<field name="status" decoration-success="status == 'Moved to Customer'"/>
|
|
<field name="write_uid" string="Last Edited By" optional="hide"/>
|
|
<field name="write_date" string="Last Edited On" optional="hide"/>
|
|
</tree>
|
|
</field>
|
|
</record>
|
|
<record id="sos_sales_leads_view_panel" model="ir.ui.view">
|
|
<field name="name">sos_sales_leads.search</field>
|
|
<field name="model">sos_sales_leads</field>
|
|
<field name="arch" type="xml">
|
|
<search>
|
|
<searchpanel>
|
|
|
|
<field name="sales_type" string="Type" icon="fa-list-ul" enable_counters="1"/>
|
|
|
|
</searchpanel>
|
|
|
|
<!-- Add fields to search on -->
|
|
<field name="company_name" string="Company Name"/>
|
|
<field name="vertical_domain" string="Domain/Vertical"/>
|
|
|
|
|
|
</search>
|
|
</field>
|
|
</record>
|
|
<!-- Form View -->
|
|
<record id="view_sos_sales_leads_form" model="ir.ui.view">
|
|
<field name="name">sos_sales_leads.form</field>
|
|
<field name="model">sos_sales_leads</field>
|
|
<field name="arch" type="xml">
|
|
<form>
|
|
<sheet>
|
|
<header>
|
|
<button class="btn btn-primary" type="object" invisible="convert_to_customer_btn_display == False"
|
|
name="action_convert_to_customer"><i class="fa fa-card"></i> Convert to Customer</button>
|
|
|
|
|
|
</header>
|
|
<h2 style="text-align: center;text-transform: uppercase;text-shadow: 1px 1p 1px #140718;color: #65407c;padding:5px;">Leads</h2><hr></hr><br></br>
|
|
|
|
<group>
|
|
<group>
|
|
<field name="sales_type"/>
|
|
<field name="lead_generated_by" readonly="source == 'inside_sales'"/>
|
|
<field name="company_name"/>
|
|
<field name="convert_to_customer_btn_display" invisible="1"/>
|
|
<field name="transferred_on" invisible="1"/>
|
|
<field name="country" invisible="sales_type != 'International'"/>
|
|
|
|
<field name="website_url"/>
|
|
<field name="linkedin_profile"/>
|
|
<field name="correspondence_address"/>
|
|
</group>
|
|
<group>
|
|
<field name="interested_in"/>
|
|
<field name="project_name" invisible="interested_in == 'Product'"/>
|
|
<field name="products_interested"
|
|
options="{'no_create': True, 'no_edit': True, 'no_create_edit': True}"
|
|
widget="many2many_tags" invisible="interested_in != 'Product'"/>
|
|
<field name="location"/>
|
|
<field name="vertical_domain" widget="many2many_tags"/>
|
|
<field name="source"/>
|
|
<field name="expo_name" invisible="source != 'expo'"/>
|
|
</group>
|
|
</group>
|
|
<br></br>
|
|
<h3 style="text-transform: uppercase;
|
|
text-decoration: underline;">Contact Details</h3>
|
|
|
|
<field name="line_ids_contacts">
|
|
<tree editable="bottom">
|
|
<field name="set_as_primary"/>
|
|
<field name="name"/>
|
|
<field name="dept"/>
|
|
<field name="email"/>
|
|
<field name="mobile_number"/>
|
|
<field name="linkedin_profile"/>
|
|
<field name="remarks"/>
|
|
|
|
</tree>
|
|
</field>
|
|
|
|
</sheet>
|
|
</form>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- Action -->
|
|
<record id="action_sos_sales_leads" model="ir.actions.act_window">
|
|
<field name="name">Leads</field>
|
|
<field name="res_model">sos_sales_leads</field>
|
|
<field name="view_mode">tree,form</field>
|
|
</record>
|
|
|
|
<!-- Menu -->
|
|
<menuitem id="menu_sos_sales_leads" name="LEADS" parent="sos_sales_menu_root" action="action_sos_sales_leads" sequence="1" groups="sos_inventory.sos_finance_user,sos_inventory.sos_sales_user,sos_inventory.sos_management_user,sos_inventory.sos_ce_head,sos_inventory.sos_sales_reviewer,sos_inventory.sos_sales_sapl_user"/>
|
|
</odoo>
|