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">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">[('type', '=', 'lead')]</field>
  13         <field name="context">{'type':'lead'}</field>
  14         <field name="help">Create specific stages that will help your sales better organise their sales pipeline by maintaining them to their leads and sales opportunities. It will allow them to easily track how is positioned a specific lead or opportunity in the sales cycle.</field>
  15     </record>
  16
  17      <menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" name="Stages"
  18         groups="base.group_extended" sequence="0"
  19         parent="base.menu_crm_config_lead" />
  20
  21
  22         <!-- Lead/Opportunity Categories Action -->
  23
  24         <record id="crm_lead_categ_action" model="ir.actions.act_window">
  25             <field name="name">Categories</field>
  26             <field name="res_model">crm.case.categ</field>
  27             <field name="view_type">form</field>
  28             <field name="view_id" ref="crm_case_categ_tree-view"/>
  29             <field name="context">{'object_id': 'crm.lead'}</field>
  30             <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
  31             <field name="help">Create specific categories that fit your company's  activities in order to better classify and analyse them after they have been maintained in your leads and opportunities. You can use categories to reflect your product structure or the different types of sales you do.</field>
  32         </record>
  33
  34         <menuitem action="crm_lead_categ_action"
  35             id="menu_crm_lead_categ" name="Categories"
  36             parent="base.menu_crm_config_lead" sequence="1"/>
  37
  38
  39         <!-- CRM Lead Form View  -->
  40         <record model="ir.ui.view" id="crm_case_form_view_leads">
  41         <field name="name">CRM - Leads Form</field>
  42         <field name="model">crm.lead</field>
  43         <field name="type">form</field>
  44         <field name="arch" type="xml">
  45             <form string="Leads Form">
  46                 <group colspan="4" col="7">
  47                     <field name="name" required="1" string="Subject"/>
  48                     <field name="priority"/>
  49                     <field name="categ_id"
  50                         widget="selection"
  51                         domain="[('object_id.model','=','crm.lead')]"/>
  52                     <button
  53                          name="convert_opportunity"
  54                          string="Convert to Opportunity"
  55                          help="Convert to Opportunity" icon="gtk-go-forward"
  56                          type="object"/>
  57                     <newline />
  58                     <field name="section_id" widget="selection" />
  59                     <field name="user_id" />
  60                     <field name="stage_id" domain="[('type','=','lead'),('section_ids', '=', section_id)]" />
  61                     <group col="2" colspan="1">
  62                         <button name="stage_previous" string=""
  63                             states="open,pending,draft" type="object"
  64                             icon="gtk-go-back" context="{'stage_type': 'lead'}" />
  65                         <button name="stage_next" string=""
  66                             states="open,pending,draft" type="object"
  67                             icon="gtk-go-forward" context="{'stage_type': 'lead'}" />
  68                     </group>
  69                     <field name="type" invisible="1"/>
  70                 </group>
  71                 <notebook colspan="4">
  72                 <page string="Lead">
  73                     <group colspan="4" col="2">
  74                         <field name="partner_name" string="Partner Name" />
  75                     </group>
  76                     <group colspan="2" col="4">
  77                         <separator string="Contact" colspan="4" col="4"/>
  78                         <field name="contact_name" colspan="4"/>
  79                         <newline/>
  80                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
  81                         <field name="function" />
  82                         <field name="street" colspan="4"/>
  83                         <field name="street2" colspan="4"/>
  84                         <field name="zip"/>
  85                         <field name="city"/>
  86                         <field name="country_id"/>
  87                         <field name="state_id"/>
  88                     </group>
  89                     <group colspan="2" col="3">
  90                         <separator string="Communication" colspan="4" col="3"/>
  91                         <field name="email_from" widget="email"/>
  92                         <newline/>
  93                         <field name="phone"/>
  94                         <newline/>
  95                         <field name="fax"/>
  96                         <newline/>
  97                         <field name="mobile"/>
  98                         <newline/>
  99                         <separator string="Links" colspan="4" col="3"/>
 100                         <field name="partner_id" on_change="onchange_partner_id(partner_id, email_from)" string="Customer"/>
 101                         <button
 102                             name="%(action_crm_lead2partner)d"
 103                             icon="terp-partner" type="action"
 104                             string="Create"
 105                             attrs="{'invisible':[('partner_id','!=',False)]}"/>
 106                     </group>
 107                     <separator colspan="4" string="Notes"/>
 108                     <field name="description" nolabel="1" colspan="4"/>
 109                     <separator colspan="4"/>
 110                     <group col="8" colspan="4">
 111                         <field name="state"/>
 112                         <button name="case_cancel" string="Cancel"
 113                             states="draft,open,pending" type="object"
 114                             icon="gtk-cancel" />
 115                         <button name="case_open" string="Open"
 116                             states="draft,pending" type="object"
 117                             icon="gtk-go-forward" />
 118                         <button name="case_mark_lost" string="Close"
 119                             states="open,pending" type="object"
 120                             icon="gtk-close" />
 121                         <button name="case_pending" string="Pending"
 122                             states="open" type="object"
 123                             icon="gtk-media-pause" />
 124                         <button name="case_escalate" string="Escalate"
 125                             states="open,pending" type="object"
 126                             groups="base.group_extended"
 127                             icon="gtk-go-up" />
 128                         <button name="case_reset"
 129                             string="Reset to Draft" states="done,cancel"
 130                             type="object" icon="gtk-convert" />
 131                     </group>
 132                  </page>
 133                  <page string="Extra Info" groups="base.group_extended">
 134                     <group colspan="2" col="2">
 135                         <separator string="Categorization" colspan="2" col="2"/>
 136                         <field name="company_id"
 137                             groups="base.group_multi_company"
 138                             widget="selection" colspan="2" />
 139                         <field name="type_id" select="1" widget="selection"/>
 140                         <field name="channel_id" select="1" widget="selection"/>
 141                         <field name="referred"/>
 142                     </group>
 143                     <group colspan="2" col="2">
 144                         <separator string="Dates" colspan="2" col="2"/>
 145                         <field name="create_date"/>
 146                         <field name="write_date"/>
 147                         <field name="date_open"/>
 148                         <field name="date_closed"/>
 149                     </group>
 150                     <group colspan="2" col="2">
 151                         <separator string="Mailings" colspan="2" col="2"/>
 152                         <field name="optin"/>
 153                         <field name="optout"/>
 154                     </group>
 155                     <group colspan="2" col="2">
 156                         <separator string="Statistics" colspan="2" col="2"/>
 157                         <field name="day_open"/>
 158                         <field name="day_close"/>
 159                     </group>
 160                  </page>
 161                  <page string="History" groups="base.group_extended">
 162                    <group colspan="4">
 163                        <field colspan="4" name="email_cc" widget="char" size="512"/>
 164                    </group>
 165                     <field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
 166                         <tree string="Communication history">
 167                             <field name="display_text" string="History Information"/>
 168                             <field name="history" invisible="1"/>
 169                             <button
 170                                 string="Reply" attrs="{'invisible': [('history', '!=', True)]}"
 171                                 name="%(crm.action_crm_send_mail)d"
 172                                 context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
 173                                 icon="terp-mail-replied" type="action" />
 174                         </tree>
 175                         <form string="Communication history">
 176                             <group col="4" colspan="4">
 177                                 <field name="email_from"/>
 178                                 <field name="date"/>
 179                                 <field name="email_to" widget="char" size="512"/>
 180                                 <field name="email_cc" widget="char" size="512"/>
 181                                 <field name="name" colspan="4" widget="char" size="512"/>
 182                                 <field name="history" invisible="1"/>
 183                             </group>
 184                             <notebook colspan="4">
 185                                 <page string="Details">
 186                                     <group attrs="{'invisible': [('history', '!=', True)]}">
 187                                         <field name="description" colspan="4" nolabel="1" height="250"/>
 188                                         <button colspan="4"
 189                                             string="Reply"
 190                                             name="%(crm.action_crm_send_mail)d"
 191                                             context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
 192                                             icon="terp-mail-replied" type="action" />
 193                                     </group>
 194                                     <group attrs="{'invisible': [('history', '=', True)]}">
 195                                         <field name="display_text" colspan="4" nolabel="1"  height="250"/>
 196                                     </group>
 197                                 </page>
 198                                 <page string="Attachments">
 199                                     <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
 200                                 </page>
 201                             </notebook>
 202                         </form>
 203                     </field>
 204                     <button string="Add Internal Note"
 205                         name="%(crm.action_crm_add_note)d"
 206                         context="{'model': 'crm.lead' }"
 207                         icon="terp-document-new" type="action" />
 208                     <button string="Send New Email"
 209                         name="%(crm.action_crm_send_mail)d"
 210                         context="{'mail':'new', 'model': 'crm.lead'}"
 211                         icon="terp-mail-message-new" type="action" />
 212                  </page>
 213                 </notebook>
 214             </form>
 215         </field>
 216     </record>
 217
 218     <!-- CRM Lead Tree View -->
 219
 220     <record model="ir.ui.view" id="crm_case_tree_view_leads">
 221         <field name="name">Leads</field>
 222         <field name="model">crm.lead</field>
 223         <field name="type">tree</field>
 224         <field name="arch" type="xml">
 225             <tree string="Leads"  colors="blue:state=='pending';grey:state in ('cancel', 'done')">
 226                 <field name="date_deadline" invisible="1"/>
 227                 <field name="create_date"/>
 228                 <field name="name" string="Subject"/>
 229                 <field name="contact_name"/>
 230                 <field name="country_id" invisible="context.get('invisible_country', True)" />
 231                 <field name="email_from"/>
 232                 <field name="phone"/>
 233
 234                 <field name="categ_id" invisible="1"/>
 235                 <field name="type_id" invisible="1"/>
 236                 <field name="referred" invisible="1"/>
 237                 <field name="channel_id" invisible="1"/>
 238
 239                 <field name="stage_id"/>
 240                 <button name="stage_previous" string="Previous Stage"
 241                     states="open,pending" type="object" icon="gtk-go-back" />
 242                 <button name="stage_next" string="Next Stage"
 243                     states="open,pending" type="object"
 244                     icon="gtk-go-forward" />
 245                 <field name="section_id" invisible="context.get('invisible_section', True)" />
 246                 <field name="user_id" />
 247                 <field name="state" />
 248                 <button name="case_open" string="Open"
 249                     states="draft,pending" type="object"
 250                     icon="gtk-go-forward" />
 251                 <button name="case_close" string="Close"
 252                     states="open,draft,pending" type="object"
 253                     icon="gtk-close" />
 254                 <button string="Convert to Opportunity"
 255                     name="convert_opportunity"
 256                     states="draft,open,pending" icon="gtk-go-forward"
 257                     type="object" />
 258                 <button name="case_escalate" string="Escalate"
 259                     states="open,draft,pending" type="object"
 260                     icon="gtk-go-up" />
 261             </tree>
 262         </field>
 263     </record>
 264
 265     <!-- CRM Lead Calendar View -->
 266
 267     <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 268         <field name="name">CRM - Leads Calendar</field>
 269         <field name="model">crm.lead</field>
 270         <field name="type">calendar</field>
 271         <field name="priority" eval="2"/>
 272         <field name="arch" type="xml">
 273             <calendar string="Leads Generation"
 274                 date_start="create_date" color="user_id">
 275                 <field name="name" />
 276                 <field name="partner_name" />
 277                 <field name="partner_address_id" />
 278             </calendar>
 279         </field>
 280     </record>
 281
 282     <!-- CRM Lead Search View -->
 283
 284     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 285         <field name="name">CRM - Leads Search</field>
 286         <field name="model">crm.lead</field>
 287         <field name="type">search</field>
 288         <field name="arch" type="xml">
 289             <search string="Search Leads">
 290                 <filter icon="terp-check"
 291                     string="Current"
 292                     name="current" help="Draft and Open Leads"
 293                     domain="[('state','in',('draft','open'))]"/>
 294                 <filter icon="terp-camera_test"
 295                     string="Open"
 296                     domain="[('state','=','open')]"/>
 297                 <filter icon="terp-gtk-media-pause"
 298                     string="Pending"
 299                     domain="[('state','=','pending')]"/>
 300
 301                 <separator orientation="vertical"/>
 302                 <filter icon="terp-go-today" string="Today"
 303                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 304                     help="Todays' Leads" />
 305                 <filter icon="terp-go-week" string="7 Days"
 306                     help="Leads creating during last 7 days"
 307                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')),('create_date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d 00:00:00'))]"
 308                 />
 309                 <separator orientation="vertical"/>
 310                 <field name="name" string="Subject"/>
 311                 <field name="partner_name"/>
 312                 <field name="email_from"/>
 313                 <field name="user_id">
 314                     <filter icon="terp-personal-"
 315                         domain="[('user_id','=', False)]"
 316                         help="Unassigned Leads" />
 317                 </field>
 318                 <field name="section_id" widget="selection"
 319                     context="{'invisible_section': False}">
 320                     <filter icon="terp-personal+" groups="base.group_extended"
 321                         context="{'invisible_section': False}"
 322                         domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 323                         help="My Sales Team(s)"/>
 324                     <filter icon="terp-personal+" groups="base.group_extended"
 325                         context="{'invisible_section': False}"
 326                         domain="[]"
 327                         help="Show Sales Team"/>
 328                 </field>
 329                 <newline/>
 330
 331                 <group expand="0" string="Extended Filters..." groups="base.group_extended">
 332                       <field name="stage_id" widget="selection" domain="[('type', '=', 'lead')]"/>
 333                       <field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
 334                       <separator orientation="vertical"/>
 335                       <field name="country_id" context="{'invisible_country': False}">
 336                           <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
 337                       </field>
 338                       <separator orientation="vertical"/>
 339                       <field name="company_id" widget="selection" groups="base.group_multi_company"/>
 340                       <newline/>
 341                       <field name="create_date" string="Creation Date"/>
 342                       <field name="date_closed"/>
 343                 </group>
 344                 <newline/>
 345                 <group expand="0" string="Group By...">
 346                     <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 347                     <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 348                     <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
 349                     <separator orientation="vertical"/>
 350                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
 351                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
 352                         domain="[]" context="{'group_by':'type_id'}" />
 353                     <filter string="Channel" icon="terp-call-start"
 354                         domain="[]" context="{'group_by':'channel_id'}" />
 355                     <separator orientation="vertical"/>
 356                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 357                     <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 358                     <separator orientation="vertical"/>
 359                     <filter string="Creation" help="Create date" icon="terp-go-month"
 360                         domain="[]" context="{'group_by':'create_date'}" />
 361                 </group>
 362            </search>
 363         </field>
 364     </record>
 365 </data>
 366 </openerp>