addons/crm/crm_lead_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3 <data>
   4
   5         # ------------------------------------------------------
   6     # Leads Categories
   7     # ------------------------------------------------------
   8
   9     <record id="crm_lead_categ_view_form" model="ir.ui.view">
  10         <field name="name">crm.lead.categ.form</field>
  11         <field name="model">crm.lead.categ</field>
  12         <field name="type">form</field>
  13         <field name="arch" type="xml">
  14             <form string="Lead Category">
  15                 <field name="name" select="1"/>
  16                 <field name="probability"/>
  17                 <field name="section_id"/>
  18             </form>
  19         </field>
  20     </record>
  21     <record id="crm_lead_categ_view_tree" model="ir.ui.view">
  22         <field name="name">crm.lead.categ.tree</field>
  23         <field name="model">crm.lead.categ</field>
  24         <field name="type">tree</field>
  25         <field name="arch" type="xml">
  26             <tree string="Lead Category">
  27                 <field name="name"/>
  28                 <field name="probability"/>
  29                 <field name="section_id"/>
  30             </tree>
  31         </field>
  32     </record>
  33
  34     <record id="crm_lead_categ_action" model="ir.actions.act_window">
  35         <field name="name">Lead Categories</field>
  36         <field name="res_model">crm.lead.categ</field>
  37         <field name="view_type">form</field>
  38         <field name="view_id" ref="crm_lead_categ_view_tree"/>
  39     </record>
  40
  41     # ------------------------------------------------------
  42     # Leads
  43     # ------------------------------------------------------
  44
  45     <record model="ir.ui.view" id="crm_case_form_view_leads">
  46         <field name="name">CRM - Leads Form</field>
  47         <field name="model">crm.lead</field>
  48         <field name="type">form</field>
  49         <field name="arch" type="xml">
  50             <form string="Leads Form">
  51                 <group colspan="4" col="7">
  52                     <field name="name" select="1" string="Lead Subject"/>
  53                     <field name="section_id" colspan="1" widget="selection"/>
  54                     <field name="user_id" select="2"/>
  55                     <newline/>
  56                     <label string="Stage: " align="1.0"/>
  57                     <group colspan="1" col="2">
  58                         <field name="stage_id" select="1" nolabel="1"/>
  59                         <button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
  60                     </group>
  61                     <field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Lead Source"/>
  62                     <field name="category2_id" string="Campaign Type" select="1"/>
  63                 </group>
  64                 <group colspan="2" col="4">
  65                         <field name="opportunity_id" string="Opportunity Case"/>
  66                         <button string="Convert to Opportunity" name="%(wizard_crm_lead_opportunity_set)d" icon="gtk-index" type="action"/>
  67                 </group>
  68                 <notebook colspan="4">
  69                 <page string="Leads">
  70                     <separator string="Lead Information" colspan="4"/>
  71                     <field name="partner_name" string="Lead Name"/>
  72                     <field name="partner_name2" string="Contact Name"/>
  73                     <field name="partner_phone"/>
  74                     <field name="partner_mobile"/>
  75                     <field name="email_from" string="Lead Email"/>
  76                     <newline/>
  77                     <label string="Partner:" align="1.0"/>
  78                     <group colspan="1" col="2">
  79                         <field name="partner_id" nolabel="1" colspan="1"/>
  80                         <button string="Convert to Partner"
  81                             icon="terp-partner" name="%(wizard_crm_lead_partner_create)d"
  82                             type="action" attrs="{'invisible':[('partner_id','!=',False)]}"
  83                         />
  84                     </group>
  85                     <field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)"/>
  86
  87                     <field name="priority" string="Priority"/>
  88                     <newline/>
  89                     <separator colspan="4" string="Lead Details"/>
  90                     <field name="description" nolabel="1" colspan="4"/>
  91
  92                     <separator colspan="4"/>
  93                     <group col="8" colspan="4">
  94                         <field name="state" select="2"/>
  95                         <button name="case_close" string="Done" states="open,draft,pending" type="object"  icon="gtk-close"/>
  96                         <button name="case_open" string="Open" states="draft,pending" type="object"  icon="gtk-go-forward"/>
  97                         <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object"  icon="gtk-cancel"/>
  98                         <button name="case_pending" string="Pending" states="draft,open" type="object"  icon="gtk-media-pause"/>
  99                         <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object"  icon="gtk-go-up"/>
 100                         <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object"  icon="gtk-convert"/>
 101                     </group>
 102                  </page>
 103                  <page string="Emails" groups="base.group_extended">
 104                    <group colspan="4">
 105                        <field colspan="4" name="email_cc" string="CC"/>
 106                    </group>
 107                     <field name="history_line" colspan="4" nolabel="1" mode="form,tree">
 108                         <form string="Communication history">
 109                             <group col="7" colspan="4">
 110                                 <field name="date"/>
 111                                 <field name="email"/>
 112                                 <field name="canal_id"/>
 113                                 <button
 114                                    string="Add a CC"
 115                                     name="%(crm.action_view_crm_email_add_cc_wizard)d"
 116                                     icon="gtk-add" type="action"/>
 117                             </group>
 118                             <newline/>
 119                             <field name="description" colspan="4" nolabel="1"/>
 120                             <button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-go-forward" type="action"/>
 121                         </form>
 122                         <tree string="Communication history">
 123                             <field name="description"/>
 124                             <field name="email"/>
 125                             <field name="date"/>
 126                         </tree>
 127                     </field>
 128                     <button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
 129                  </page>
 130                 </notebook>
 131             </form>
 132         </field>
 133     </record>
 134     <record model="ir.ui.view" id="crm_case_tree_view_leads">
 135         <field name="name">CRM - Leads Tree</field>
 136         <field name="model">crm.lead</field>
 137         <field name="type">tree</field>
 138         <field name="arch" type="xml">
 139             <tree string="Leads Tree"  colors="red:state=='open';black:state in ('draft', 'pending');grey: state in ('cancel','done')">
 140                 <field name="id"/>
 141                 <field name="name" string="Lead Subject"/>
 142                 <field name="partner_phone"/>
 143                 <field name="partner_name2" string="Contact Name"/>
 144                 <field name="stage_id"/>
 145                 <field name="categ_id" string="Lead Source"/>
 146                 <field name="category2_id" string="Campaign Type"/>
 147                 <field name="user_id"/>
 148                 <field name="state"/>
 149                 <button name="case_open" string="Open" states="draft,pending" type="object"  icon="gtk-go-forward"/>
 150                 <button name="case_close" string="Done" states="open,draft,pending" type="object"  icon="gtk-close"/>
 151                 <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object"  icon="gtk-go-up"/>
 152                 <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object"  icon="gtk-cancel"/>
 153             </tree>
 154         </field>
 155     </record>
 156     <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 157         <field name="name">CRM - Leads Calendar</field>
 158         <field name="model">crm.lead</field>
 159         <field name="type">calendar</field>
 160         <field name="priority" eval="2"/>
 161         <field name="arch" type="xml">
 162             <calendar string="Meeting For Leads Generation" date_start="date" color="user_id" date_delay="duration">
 163                 <field name="name"/>
 164                 <field name="partner_name"/>
 165                 <field name="partner_name2"/>
 166             </calendar>
 167         </field>
 168     </record>
 169
 170
 171     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 172         <field name="name">CRM - Leads Search</field>
 173         <field name="model">crm.lead</field>
 174         <field name="type">search</field>
 175         <field name="arch" type="xml">
 176             <search string="Search Leads">
 177                <group col="3" colspan="1">
 178                 <filter icon="gtk-home" string="   Today   "
 179                     separator="1"
 180                     domain="[('date','=',time.strftime('%%Y-%%m-%%d'))]"
 181                     help="Todays's Leads"
 182                 />
 183                 <filter icon="gtk-media-rewind" string="    7 Days    "
 184                     separator="1" help="Leads during last 7 days"
 185                     domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d')), ('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 186                 />
 187                </group>
 188                <separator orientation="vertical"/>
 189                <group col="6" colspan="2">
 190                    <field name="name" select="1"/>
 191                    <field name="user_id" select="1" widget="selection">
 192                            <filter icon="terp-partner"
 193                                domain="[('user_id','=',uid)]" help="My Leads"
 194                                default="1"
 195                            />
 196                            <filter icon="terp-crm"
 197                                domain="[('user_id','child_of',[uid])]"
 198                                help="My department's Leads"
 199                            />
 200                    </field>
 201                    <field name="state" select="1">
 202                        <filter icon="gtk-new" domain="[('state','=','draft')]" help="Draft Leads"/>
 203                        <filter icon="gtk-yes" domain="[('state','=','open')]" help="Open Leads"/>
 204                    </field>
 205                                         <field name="section_id" select="1" widget="selection" string="Section">
 206                                                 <filter icon="terp-crm"
 207                                domain="[('section_id','=',context.get('section_id',False))]"
 208                                help="My section"
 209                            />
 210                                         </field>
 211                </group>
 212            </search>
 213         </field>
 214     </record>
 215
 216
 217 </data>
 218 </openerp>