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