addons/crm/crm_lead_view.xml

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