5 <!--Lead Stage Form view -->
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>
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" />
21 <!-- Resource Type Form View -->
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>
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" />
37 <!-- CRM Lead Form View -->
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"/>
50 name="convert_opportunity"
51 string="Convert to Opportunity"
52 help="Convert to Opportunity"
56 <field name="section_id" colspan="1"
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"
65 <button name="stage_next" string="Next"
66 states="open,pending" type="object"
67 icon="gtk-go-forward" />
69 <field name="type" invisible="1"/>
71 <notebook colspan="4">
73 <group colspan="2" col="4">
74 <separator string="Contact" colspan="4" col="4"/>
75 <field name="partner_name" string="Partner Name" colspan="4"/>
77 <field domain="[('domain', '=', 'contact')]" name="title"/>
78 <field name="function" />
79 <field name="street" colspan="4"/>
80 <field name="street2" colspan="4"/>
83 <field name="country_id"/>
84 <field name="state_id"/>
86 <group colspan="2" col="3">
87 <separator string="Communication" colspan="4" col="3"/>
88 <field name="email_from" widget="email"/>
94 <field name="mobile"/>
96 <separator string="Links" colspan="4" col="3"/>
97 <field name="partner_id"/>
99 name="%(action_crm_lead2partner)d"
100 icon="gtk-index" type="action"
102 attrs="{'invisible':[('partner_id','!=',False)]}"/>
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"
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"
121 <button name="case_escalate" string="Escalate"
122 states="open,draft,pending" type="object"
123 groups="base.group_extended"
125 <button name="case_reset"
126 string="Reset to Draft" states="done,cancel"
127 type="object" icon="gtk-convert" />
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"
138 domain="[('object_id.model', '=', 'crm.lead')]" />
139 <field name="type_id" string="Campaign" select="1"/>
140 <field name="referred"/>
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"/>
149 <group colspan="2" col="2">
150 <separator string="Mailings" colspan="2" col="2"/>
151 <field name="optin"/>
152 <field name="optout"/>
154 <group colspan="2" col="2">
155 <separator string="Statistics" colspan="2" col="2"/>
156 <field name="day_open"/>
157 <field name="day_close"/>
160 <page string="Emails" groups="base.group_extended">
162 <field colspan="4" name="email_cc" string="CC"/>
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"/>
171 <field name="name" colspan="6"/>
173 <notebook colspan="4">
174 <page string="Details">
175 <field name="description" colspan="4" nolabel="1"/>
177 <page string="Attachments">
178 <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
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" />
187 <tree string="Communication history">
189 <field name="email_from" />
190 <field name="email_to"/>
191 <field name="description"/>
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" />
208 <!-- CRM Lead Tree View -->
210 <record model="ir.ui.view" id="crm_case_tree_view_leads">
211 <field name="name">CRM - Leads Tree</field>
212 <field name="model">crm.lead</field>
213 <field name="type">tree</field>
214 <field name="arch" type="xml">
215 <tree string="Leads Tree" colors="blue:state=='pending';grey:state in ('cancel', 'done');red:date_deadline < current_date">
216 <field name="date_deadline" invisible="1"/>
217 <field name="create_date"/>
219 <field name="partner_name"/>
220 <field name="email_from"/>
221 <field name="phone"/>
223 <field name="categ_id" invisible="1"/>
224 <field name="type_id" invisible="1"/>
225 <field name="referred" invisible="1"/>
227 <field name="stage_id"/>
228 <button name="stage_previous" string="Previous"
229 states="open,pending" type="object" icon="gtk-go-back" />
230 <button name="stage_next" string="Next"
231 states="open,pending" type="object"
232 icon="gtk-go-forward" />
233 <field name="section_id"
234 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"
243 <button string="Convert to Opportunity"
244 name="convert_opportunity"
245 states="draft,open,pending" icon="gtk-index"
247 <button name="case_escalate" string="Escalate"
248 states="open,draft,pending" type="object"
250 <button name="case_cancel" string="Cancel"
251 states="draft,open,pending" type="object"
257 <!-- CRM Lead Calendar View -->
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" />
274 <!-- CRM Lead Search View -->
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"
284 default="1" name="current"
285 domain="[('state','in',('draft','open'))]"/>
286 <filter icon="terp-camera_test"
288 domain="[('state','=','open')]"/>
289 <filter icon="terp-gtk-media-pause"
291 domain="[('state','=','pending')]"/>
293 <separator orientation="vertical"/>
294 <filter icon="terp-go-today" string="Today"
295 domain="[('create_date','<', time.strftime('%%Y-%%m-%%d 23:59:59')), \
296 ('create_date','>=', 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','<', time.strftime('%%Y-%%m-%%d')),\
301 ('create_date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
303 <separator orientation="vertical"/>
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" />
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}"
321 help="Show Sales Team"/>
324 <group expand="0" string="Group By...">
325 <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
326 <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
327 <filter string="Source" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'categ_id'}"/>
328 <separator orientation="vertical"/>
329 <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
330 <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
331 <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
332 <separator orientation="vertical"/>
333 <filter string="Creation" icon="terp-go-month"
334 domain="[]" context="{'group_by':'create_date'}" />