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Initial commit: Crm packages

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Ernad Husremovic 2025-08-29 15:20:49 +02:00
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157
odoo-bringout-oca-ocb-crm_iap_mine/crm_iap_mine/views/crm_iap_lead_mining_request_views.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record id="crm_iap_lead_mining_request_view_form" model="ir.ui.view">
<field name="name">crm.iap.lead.mining.request.view.form</field>
<field name="model">crm.iap.lead.mining.request</field>
<field name="arch" type="xml">
<form>
<header>
<button name="action_submit" type="object" string="Submit" states="draft" class="oe_highlight" invisible="context.get('is_modal')"/>
<button name="action_submit" type="object" string="Retry" states="error" class="oe_highlight" invisible="context.get('is_modal')"/>
<field name="state" widget="statusbar" statusbar_visible="draft,done" invisible="context.get('is_modal')"/>
</header>
<div class="alert alert-danger text-center my-0" role="alert" attrs="{'invisible': [('error_type', '=', False)]}">
<field name="error_type" invisible="1"/>
<field name="lead_type" invisible="1"/>
<span attrs="{'invisible': [('error_type', '!=', 'credits')]}">
<span>You do not have enough credits to submit this request.
<button name="action_buy_credits" type="object" class="oe_inline p-0 border-0 align-top text-primary">Buy credits.</button>
</span>
</span>
<span attrs="{'invisible': [('error_type', '!=', 'no_result')]}">Your request did not return any result (no credits were used). Try removing some filters.</span>
</div>
<sheet>
<div class="oe_button_box" name="button_box">
<button name="action_get_opportunity_action" class="oe_stat_button" type="object" icon="fa-star" attrs="{'invisible': ['|', ('lead_type', '!=', 'opportunity'), ('state', '!=' , 'done')]}">
<div class="o_stat_info">
<field name="lead_count"/>
<span class="o_stat_text">Opportunities</span>
</div>
</button>
<button name="action_get_lead_action" class="oe_stat_button" type="object" icon="fa-star" groups="crm.group_use_lead" attrs="{'invisible': ['|', ('lead_type', '!=', 'lead'), ('state', '!=' , 'done')]}">
<div class="o_stat_info">
<field name="lead_count"/>
<span class="o_stat_text">Leads</span>
</div>
</button>
</div>
<span invisible="context.get('is_modal')">
<div class="row">
<div class="col-md-6">
<div class="oe_title">
<h1>
<field name="name"/>
</h1>
</div>
</div>
</div>
</span>
<h2>What do you need ?</h2>
<group name="requests">
<group>
<div class="o_row py-3">
<field name="lead_number" attrs="{'readonly': [('state', '=', 'done')]}" nolabel="1" class="oe_inline pe-2 o_input_3ch"/>
<field name="search_type" widget="selection" attrs="{'readonly': [('state', '=', 'done')]}" nolabel="1" class="oe_inline"/>
</div>
</group>
</group>
<group>
<group name="companies">
<field name="country_ids" widget="many2many_tags" attrs="{'readonly': [('state', '=', 'done')]}" required="True" options="{'no_create': True, 'no_open': True}"/>
<field name="available_state_ids" invisible="1"/>
<field name="state_ids" widget="many2many_tags"
attrs="{'invisible': ['|', ('country_ids', '=', []), ('available_state_ids', '=', [])], 'readonly': [('state', '=', 'done')]}"
domain="[('id', 'in', available_state_ids)]" options="{'no_create': True, 'no_open': True}"/>
<field name="industry_ids" widget="many2many_tags" attrs="{'readonly': [('state', '=', 'done')]}" options="{'no_create': True, 'no_open': True}" class="o_industry" required="1"/>
<field name="filter_on_size" attrs="{'readonly': [('state', '=', 'done')]}"/>
<label for="company_size_min" attrs="{'invisible': [('filter_on_size', '=', False)]}"/>
<div attrs="{'invisible': [('filter_on_size', '=', False)]}">
From
<field name="company_size_min" class="oe_inline px-2 o_input_5ch" attrs="{'required': [('filter_on_size', '=', True)], 'readonly': [('state', '=', 'done')]}"/>
to
<field name="company_size_max" class="oe_inline px-2 o_input_7ch" attrs="{'required': [('filter_on_size', '=', True)], 'readonly': [('state', '=', 'done')]}"/>
employees
</div>
</group>
<group name="lead_info">
<field name="lead_type" groups="crm.group_use_lead" invisible="context.get('is_modal')" attrs="{'readonly': [('state', '=', 'done')]}"/>
<field name="team_id" no_create="1" no_open="1" attrs="{'readonly': [('state', '=', 'done')]}" kanban_view_ref="%(sales_team.crm_team_view_kanban)s"/>
<field name="user_id" no_create="1" no_open="1" attrs="{'readonly': [('state', '=', 'done')]}"/>
<field name="tag_ids" string="Default Tags" widget="many2many_tags" attrs="{'readonly': [('state', '=', 'done')]}"/>
</group>
</group>
<group name="contacts" attrs="{'invisible': [('search_type', '!=', 'people')]}">
<div colspan="2" class="py-3">
<field name="contact_number" attrs="{'readonly': [('state', '=', 'done')], 'required': [('search_type', '=', 'people')]}" nolabel="1" class="oe_inline pe-2 col-md-1 o_input_2ch"/>
<span class="col-md-6">Extra contacts per Company</span>
</div>
</group>
<group attrs="{'invisible': [('search_type', '!=', 'people')]}">
<group>
<field name="contact_filter_type" widget="radio" attrs="{'readonly': [('state', '=', 'done')]}" options="{'horizontal': true}"/>
<field name="preferred_role_id" options="{'no_create_edit': True, 'no_quick_create': True, 'no_open': True}" attrs="{'invisible': [('contact_filter_type','!=', 'role')], 'required': [('search_type', '=', 'people'), ('contact_filter_type', '=', 'role')], 'readonly': [('state', '=', 'done')]}"/>
<field name="role_ids" widget="many2many_tags" options="{'color_field': 'color', 'no_create_edit': True, 'no_quick_create': True}" attrs="{'invisible': ['|', ('preferred_role_id','=', False), ('contact_filter_type','!=', 'role')], 'readonly': [('state', '=', 'done')]}"/>
<field name="seniority_id" options="{'no_create_edit': True, 'no_quick_create': True, 'no_open': True}" attrs="{'invisible': [('contact_filter_type', '!=', 'seniority')], 'required': [('search_type', '=', 'people'), ('contact_filter_type', '=', 'seniority')], 'readonly': [('state', '=', 'done')]}"/>
</group>
</group>
<footer>
<button string="Generate Leads" name="action_submit" type="object" default_focus="1" class="btn-primary" invisible="not context.get('is_modal')" data-hotkey="q"/>
<button string="Cancel" class="btn-secondary" special="cancel" data-hotkey="z" invisible="not context.get('is_modal')"/>
</footer>
</sheet>
</form>
</field>
</record>
<record id="crm_iap_lead_mining_request_view_tree" model="ir.ui.view">
<field name="name">crm.iap.lead.mining.request.view.tree</field>
<field name="model">crm.iap.lead.mining.request</field>
<field name="arch" type="xml">
<tree>
<field name="name" decoration-bf="1"/>
<field name="display_lead_label" string="Number of Leads"/>
<field name="search_type"/>
<field name="country_ids" widget="many2many_tags"/>
<field name="team_id"/>
<field name="user_id"/>
<field name="tag_ids" widget="many2many_tags"/>
<field name="state" readonly="1" decoration-info="state == 'draft'" decoration-success="state == 'done'" decoration-danger="state == 'error'" widget="badge"/>
</tree>
</field>
</record>
<record id="crm_iap_lead_mining_request_view_search" model="ir.ui.view">
<field name="name">crm.iap.lead.mining.request.view.search</field>
<field name="model">crm.iap.lead.mining.request</field>
<field name="arch" type="xml">
<search string="Lead Mining Request">
<field name="name"/>
<field name="team_id"/>
<field name="user_id"/>
<field name="tag_ids"/>
<filter name="state_is_draft" string="Draft" domain="[('state', '=', 'draft')]"/>
<filter name="state_is_done" string="Done" domain="[('state', '=', 'done')]"/>
<filter name="state_is_error" string="Error" domain="[('state', '=', 'error')]"/>
<separator/>
<filter name="type_is_lead" string="Leads" domain="[('lead_type', '=', 'lead')]"/>
<filter name="type_is_opportunity" string="Opportunities" domain="[('lead_type', '=', 'opportunity')]"/>
<group expand="0" string="Group By">
<filter string="Type" name="groupby_lead_type" domain="[]" context="{'group_by':'lead_type'}"/>
<filter string="Sales Team" name="groupby_team_id" domain="[]" context="{'group_by':'team_id'}"/>
<filter string="Salesperson" name="groupby_user_id" domain="[]" context="{'group_by':'user_id'}"/>
</group>
</search>
</field>
</record>
<record id="crm_iap_lead_mining_request_action" model="ir.actions.act_window">
<field name="name">Lead Mining Requests</field>
<field name="res_model">crm.iap.lead.mining.request</field>
<field name="view_mode">tree,form</field>
</record>
</odoo>

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odoo-bringout-oca-ocb-crm_iap_mine/crm_iap_mine/views/crm_lead_views.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record id="crm_lead_view_tree_opportunity" model="ir.ui.view">
<field name="name">crm.lead.view.tree.opportunity.inherit.iap.mine</field>
<field name="model">crm.lead</field>
<field name="inherit_id" ref="crm.crm_case_tree_view_oppor" />
<field name="arch" type="xml">
<xpath expr="//tree" position="attributes">
<attribute name="js_class">crm_iap_lead_mining_request_tree</attribute>
</xpath>
</field>
</record>
<record id="crm_lead_view_tree_lead" model="ir.ui.view">
<field name="name">crm.lead.view.tree.lead.inherit.iap.mine</field>
<field name="model">crm.lead</field>
<field name="inherit_id" ref="crm.crm_case_tree_view_leads" />
<field name="arch" type="xml">
<xpath expr="//tree" position="attributes">
<attribute name="js_class">crm_iap_lead_mining_request_tree</attribute>
</xpath>
</field>
</record>
</odoo>

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odoo-bringout-oca-ocb-crm_iap_mine/crm_iap_mine/views/crm_menus.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<!-- This menu is display in CRM app when crm_iap_lead is installed-->
<menuitem
id="crm_menu_lead_generation"
name="Lead Generation"
parent="crm.crm_menu_config"
sequence="20"/>
<menuitem
id="crm_iap_lead_mining_request_menu_action"
action="crm_iap_lead_mining_request_action"
parent="crm_menu_lead_generation"
sequence="0"/>
</odoo>

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odoo-bringout-oca-ocb-crm_iap_mine/crm_iap_mine/views/mail_templates.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<template id="enrich_company" inherit_id="iap_mail.enrich_company">
<xpath expr="//div[hasclass('o_partner_autocomplete_enrich_info')]" position="inside">
<t t-if="people_data">
<t t-set="hasPhoneNumbers" t-value="any([people['phone'] for people in people_data])"/>
<div style="font-size:16px; margin: 9px 0;">
<b>Contacts</b>
</div>
<table style="width:100%;
border-top-style: solid;border-top-color: #eeeeee;border-top-width: 1px;
border-bottom-style: solid;border-bottom-color: #eeeeee;border-bottom-width: 1px;
border-start-style: solid;border-start-color: #eeeeee;border-start-width: 1px;
border-end-style: solid;border-end-color: #eeeeee;border-end-width: 1px;" t-if="people_data">
<thead>
<tr style="background-color: #eeeeee">
<th t-attf-style="padding: 5px; width: {{hasPhoneNumbers and '30%;' or '50%;'}}">
<img style="vertical-align: text-top;" src="web_editor/font_to_img/61447/rgb(102,102,102)/13"/>
Name
</th>
<th t-attf-style="padding: 5px; width: {{hasPhoneNumbers and '40%;' or '50%;'}}">
<img style="vertical-align: text-top;" src="web_editor/font_to_img/61664/rgb(102,102,102)/13"/>
Email
</th>
<th style="padding: 5px; width: 30%;" t-if="hasPhoneNumbers">
<img style="vertical-align: text-top;" src="web_editor/font_to_img/61589/rgb(102,102,102)/13"/>
Phone
</th>
</tr>
</thead>
<tbody>
<t t-foreach="people_data" t-as="people">
<tr t-att-style="people_odd and 'background-color:#eeeeee' or None">
<td style="padding: 5px">
<t t-set="fullName" t-value="people['full_name'] or ''"/>
<t t-set="title" t-value="people['title'] or ''"/>
<t t-if="fullName">
<h5 style="margin: 0;"><t t-esc="fullName"/><t t-if="title">,</t></h5>
</t>
<small t-esc="title" t-if="title"/>
</td>
<td style="padding: 5px">
<a t-if="people['email']" t-attf-href="mailto:{{people['email']}}" target="_top">
<t t-esc="people['email']"/>
</a>
</td>
<td style="padding: 5px" t-if="hasPhoneNumbers">
<a t-if="people['phone']" t-attf-href="tel:{{people['phone']}}">
<t t-esc="people['phone']"/>
</a>
</td>
</tr>
</t>
</tbody>
</table>
</t>
</xpath>
</template>
</odoo>

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odoo-bringout-oca-ocb-crm_iap_mine/crm_iap_mine/views/res_config_settings_views.xml Normal file
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<?xml version="1.0" encoding="utf-8"?>
<odoo>
<record id="res_config_settings_view_form" model="ir.ui.view">
<field name="name">res.config.settings.view.form.inherit.crm.iap.lead</field>
<field name="model">res.config.settings</field>
<field name="inherit_id" ref="crm.res_config_settings_view_form"/>
<field name="arch" type="xml">
<div id="crm_iap_mine_settings" position="inside">
<widget name="iap_buy_more_credits" service_name="reveal"/>
</div>
</field>
</record>
</odoo>