addons/crm/crm_lead_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3 <data>
   4
   5     <!--Lead Stage Form view -->
   6
   7     <record id="crm_lead_stage_act" model="ir.actions.act_window">
   8         <field name="name">Lead Stages</field>
   9         <field name="res_model">crm.case.stage</field>
  10         <field name="view_type">form</field>
  11         <field name="view_id" ref="crm.crm_case_stage_tree"/>
  12         <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
  13         <field name="context">{'object_id':'crm.lead'}</field>
  14     </record>
  15
  16      <menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" name="Stages"
  17         groups="base.group_extended" sequence="0"
  18         parent="menu_crm_config_lead" />
  19
  20
  21         <!--  Resource Type Form View -->
  22
  23         <record id="crm_lead_resource_act" model="ir.actions.act_window">
  24             <field name="name">Lead Resource Type</field>
  25             <field name="res_model">crm.case.resource.type</field>
  26             <field name="view_type">form</field>
  27             <field name="view_id" ref="crm.crm_case_resource_type_tree"/>
  28             <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
  29             <field name="context">{'object_id':'crm.lead'}</field>
  30         </record>
  31
  32       <menuitem action="crm_lead_resource_act"
  33             id="menu_crm_lead_resource_act" name="Resource Type"
  34             groups="base.group_extended" sequence="2"
  35             parent="menu_crm_config_lead" />
  36
  37         <!-- CRM Lead Form View  -->
  38
  39         <record model="ir.ui.view" id="crm_case_form_view_leads">
  40         <field name="name">CRM - Leads Form</field>
  41         <field name="model">crm.lead</field>
  42         <field name="type">form</field>
  43         <field name="arch" type="xml">
  44             <form string="Leads Form">
  45                 <group colspan="4" col="7">
  46                     <field name="name" required="1" string="Name"/>
  47                     <field name="priority"/>
  48                     <field name="date_deadline"/>
  49                     <button
  50                          name="convert_opportunity"
  51                          string="Convert to Opportunity"
  52                          help="Convert to Opportunity"
  53                          icon="gtk-index"
  54                          type="object"/>
  55                     <newline />
  56                     <field name="section_id" colspan="1"
  57                         widget="selection" />
  58                     <field name="user_id" />
  59                     <field name="stage_id" widget="selection"
  60                         domain="[('object_id.model', '=', 'crm.lead')]" />
  61                     <group col="2" colspan="1">
  62                         <button name="stage_previous" string="Previous"
  63                             states="open,pending" type="object"
  64                             icon="gtk-go-back" />
  65                         <button name="stage_next" string="Next"
  66                             states="open,pending" type="object"
  67                             icon="gtk-go-forward" />
  68                     </group>
  69                     <field name="type" invisible="1"/>
  70                 </group>
  71                 <notebook colspan="4">
  72                 <page string="Lead">
  73                     <group colspan="2" col="4">
  74                         <separator string="Contact" colspan="4" col="4"/>
  75                         <field name="partner_name" string="Partner Name" colspan="4"/>
  76                         <newline/>
  77                         <field domain="[('domain', '=', 'contact')]" name="title"/>
  78                         <field name="function" />
  79                         <field name="street" colspan="4"/>
  80                         <field name="street2" colspan="4"/>
  81                         <field name="zip"/>
  82                         <field name="city"/>
  83                         <field name="country_id"/>
  84                         <field name="state_id"/>
  85                     </group>
  86                     <group colspan="2" col="3">
  87                         <separator string="Communication" colspan="4" col="3"/>
  88                         <field name="email_from" widget="email"/>
  89                         <newline/>
  90                         <field name="phone"/>
  91                         <newline/>
  92                         <field name="fax"/>
  93                         <newline/>
  94                         <field name="mobile"/>
  95                         <newline/>
  96                         <separator string="Links" colspan="4" col="3"/>
  97                         <field name="partner_id"/>
  98                         <button
  99                             name="%(action_crm_lead2partner)d"
 100                             icon="gtk-index" type="action"
 101                             string="Create"
 102                             attrs="{'invisible':[('partner_id','!=',False)]}"/>
 103                     </group>
 104                     <separator colspan="4" string="Notes"/>
 105                     <field name="description" nolabel="1" colspan="4"/>
 106                     <separator colspan="4"/>
 107                     <group col="8" colspan="4">
 108                         <field name="state"/>
 109                         <button name="case_open" string="Open"
 110                             states="draft,pending" type="object"
 111                             icon="gtk-go-forward" />
 112                         <button name="case_close" string="Close"
 113                             states="open,draft,pending" type="object"
 114                             icon="gtk-close" />
 115                         <button name="case_pending" string="Pending"
 116                             states="draft,open" type="object"
 117                             icon="gtk-media-pause" />
 118                         <button name="case_cancel" string="Cancel"
 119                             states="draft,open,pending" type="object"
 120                             icon="gtk-cancel" />
 121                         <button name="case_escalate" string="Escalate"
 122                             states="open,draft,pending" type="object"
 123                             groups="base.group_extended"
 124                             icon="gtk-go-up" />
 125                         <button name="case_reset"
 126                             string="Reset to Draft" states="done,cancel"
 127                             type="object" icon="gtk-convert" />
 128                     </group>
 129                  </page>
 130                  <page string="Extra Info" groups="base.group_extended">
 131                     <group colspan="2" col="2">
 132                         <separator string="Categorization" colspan="2" col="2"/>
 133                         <field name="company_id"
 134                             groups="base.group_multi_company"
 135                             widget="selection" colspan="2" />
 136                         <field name="categ_id"
 137                             widget="selection"
 138                             domain="[('object_id.model', '=', 'crm.lead')]" />
 139                         <field name="type_id" string="Campaign" select="1"/>
 140                         <field name="referred"/>
 141                     </group>
 142                     <group colspan="2" col="2">
 143                         <separator string="Dates" colspan="2" col="2"/>
 144                         <field name="create_date"/>
 145                         <field name="write_date"/>
 146                         <field name="date_open"/>
 147                         <field name="date_closed"/>
 148                     </group>
 149                     <group colspan="2" col="2">
 150                         <separator string="Mailings" colspan="2" col="2"/>
 151                         <field name="optin"/>
 152                         <field name="optout"/>
 153                     </group>
 154                     <group colspan="2" col="2">
 155                         <separator string="Statistics" colspan="2" col="2"/>
 156                         <field name="day_open"/>
 157                         <field name="day_close"/>
 158                     </group>
 159                  </page>
 160                  <page string="Emails" groups="base.group_extended">
 161                    <group colspan="4">
 162                        <field colspan="4" name="email_cc" string="CC"/>
 163                    </group>
 164                     <!-- TODO-->
 165                     <field name="message_ids" colspan="4" nolabel="1" mode="form,tree">
 166                         <form string="Communication history">
 167                             <group col="6" colspan="4">
 168                                 <field name="email_from"/>
 169                                 <field name="email_to"/>
 170                                 <field name="date"/>
 171                                 <field name="name" colspan="6"/>
 172                             </group>
 173                             <notebook colspan="4">
 174                                 <page string="Details">
 175                                     <field name="description" colspan="4" nolabel="1"/>
 176                                 </page>
 177                                 <page string="Attachments">
 178                                     <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
 179                                 </page>
 180                             </notebook>
 181                             <button colspan="4"
 182                             string="Reply to Last Email"
 183                             name="%(crm.action_crm_send_mail)d"
 184                             context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
 185                             icon="gtk-undo" type="action" />
 186                         </form>
 187                         <tree string="Communication history">
 188                             <field name="date"/>
 189                             <field name="email_from" />
 190                             <field name="email_to"/>
 191                             <field name="description"/>
 192                         </tree>
 193                     </field>
 194                     <button colspan="2" string="Send New Email"
 195                         name="%(crm.action_crm_send_mail)d"
 196                         context="{'mail':'new', 'model': 'crm.lead'}"
 197                         icon="gtk-go-forward" type="action" />
 198                     <button colspan="2" string="Forward to Partner"
 199                         name="%(crm_lead_forward_to_partner_act)d"
 200                         icon="gtk-go-forward" type="action" />
 201                  </page>
 202
 203                 </notebook>
 204             </form>
 205         </field>
 206     </record>
 207
 208     <!-- CRM Lead Tree View -->
 209
 210     <record model="ir.ui.view" id="crm_case_tree_view_leads">
 211         <field name="name">Leads</field>
 212         <field name="model">crm.lead</field>
 213         <field name="type">tree</field>
 214         <field name="arch" type="xml">
 215             <tree string="Leads"  colors="blue:state=='pending';grey:state in ('cancel', 'done')">
 216                 <field name="date_deadline" invisible="1"/>
 217                 <field name="create_date"/>
 218                 <field name="name"/>
 219                 <field name="partner_name"/>
 220                 <field name="country_id" invisible="context.get('invisible_country', True)" />
 221                 <field name="email_from"/>
 222                 <field name="phone"/>
 223
 224                 <field name="categ_id" invisible="1"/>
 225                 <field name="type_id" invisible="1"/>
 226                 <field name="referred" invisible="1"/>
 227
 228                 <field name="stage_id"/>
 229                 <button name="stage_previous" string="Previous"
 230                     states="open,pending" type="object" icon="gtk-go-back" />
 231                 <button name="stage_next" string="Next"
 232                     states="open,pending" type="object"
 233                     icon="gtk-go-forward" />
 234                 <field name="section_id" invisible="context.get('invisible_section', True)" />
 235                 <field name="user_id" />
 236                 <field name="state" />
 237                 <button name="case_open" string="Open"
 238                     states="draft,pending" type="object"
 239                     icon="gtk-go-forward" />
 240                 <button name="case_close" string="Close"
 241                     states="open,draft,pending" type="object"
 242                     icon="gtk-close" />
 243                 <button string="Convert to Opportunity"
 244                     name="convert_opportunity"
 245                     states="draft,open,pending" icon="gtk-index"
 246                     type="object" />
 247                 <button name="case_escalate" string="Escalate"
 248                     states="open,draft,pending" type="object"
 249                     icon="gtk-go-up" />
 250                 <button name="case_cancel" string="Cancel"
 251                     states="draft,open,pending" type="object"
 252                     icon="gtk-cancel" />
 253             </tree>
 254         </field>
 255     </record>
 256
 257     <!-- CRM Lead Calendar View -->
 258
 259     <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 260         <field name="name">CRM - Leads Calendar</field>
 261         <field name="model">crm.lead</field>
 262         <field name="type">calendar</field>
 263         <field name="priority" eval="2"/>
 264         <field name="arch" type="xml">
 265             <calendar string="Leads Generation"
 266                 date_start="create_date" color="user_id">
 267                 <field name="name" />
 268                 <field name="partner_name" />
 269                 <field name="partner_address_id" />
 270             </calendar>
 271         </field>
 272     </record>
 273
 274     <!-- CRM Lead Search View -->
 275
 276     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 277         <field name="name">CRM - Leads Search</field>
 278         <field name="model">crm.lead</field>
 279         <field name="type">search</field>
 280         <field name="arch" type="xml">
 281             <search string="Search Leads">
 282                 <filter icon="terp-check"
 283                     string="Current"
 284                     default="1" name="current"
 285                     domain="[('state','in',('draft','open'))]"/>
 286                 <filter icon="terp-camera_test"
 287                     string="Open"
 288                     domain="[('state','=','open')]"/>
 289                 <filter icon="terp-gtk-media-pause"
 290                     string="Pending"
 291                     domain="[('state','=','pending')]"/>
 292
 293                 <separator orientation="vertical"/>
 294                 <filter icon="terp-go-today" string="Today"
 295                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), \
 296                             ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 23:59:59'))]"
 297                     help="Todays' Opportunities" />
 298                 <filter icon="terp-go-week" string="7 Days"
 299                     help="Opportunities during last 7 days"
 300                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d')),\
 301                      ('create_date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 302                 />
 303                 <separator orientation="vertical"/>
 304                 <field name="name"/>
 305                 <field name="partner_name"/>
 306                 <field name="email_from"/>
 307                 <field name="user_id">
 308                     <filter icon="terp-personal-"
 309                         domain="[('user_id','=', False)]"
 310                         help="Unassigned Leads" />
 311                 </field>
 312                 <field name="section_id" default="context.get('section_id', False)" widget="selection"
 313                     context="{'invisible_section': False}">
 314                     <filter icon="terp-personal+"
 315                         context="{'invisible_section': False}"
 316                         domain="[('section_id.user_id','=',uid)]"
 317                         help="My Sale Team"/>
 318                     <filter icon="terp-personal+"
 319                         context="{'invisible_section': False}"
 320                         domain="[]"
 321                         help="Show Sales Team"/>
 322                 </field>
 323                 <newline/>
 324                 <group  expand="0" string="Extended options..." groups="base.group_extended">
 325                       <field name="stage_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
 326                       <field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
 327                       <separator orientation="vertical"/>
 328                       <field name="country_id" context="{'invisible_country': False}">
 329                           <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
 330                       </field>
 331                       <separator orientation="vertical"/>
 332                       <field name="company_id" widget="selection" groups="base.group_multi_company"/>
 333                       <newline/>
 334                       <field name="create_date" string="Creation Date"/>
 335                       <field name="date_closed"/>
 336                 </group>
 337                 <newline/>
 338                 <group expand="0" string="Group By...">
 339                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 340                     <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 341                     <filter string="Source" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'categ_id'}"/>
 342                     <separator orientation="vertical"/>
 343                     <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 344                     <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 345                     <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
 346                     <separator orientation="vertical"/>
 347                     <filter string="Creation" icon="terp-go-month"
 348                         domain="[]" context="{'group_by':'create_date'}" />
 349                 </group>
 350            </search>
 351         </field>
 352     </record>
 353 </data>
 354 </openerp>