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     <menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act"
  16         parent="crm.menu_crm_case_stage" />
  17
  18     <!--  Resource Type Form View -->
  19
  20         <record id="crm_lead_resource_act" model="ir.actions.act_window">
  21             <field name="name">Lead Resource Type</field>
  22             <field name="res_model">crm.case.resource.type</field>
  23             <field name="view_type">form</field>
  24             <field name="view_id" ref="crm.crm_case_resource_type_tree"/>
  25             <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
  26                 <field name="context">{'object_id':'crm.lead'}</field>
  27         </record>
  28         <menuitem action="crm_lead_resource_act"
  29                 id="menu_crm_lead_resource_act"
  30                 parent="crm.menu_crm_case_resource_type" />
  31
  32 <!-- CRM Lead Form View  -->
  33
  34         <record model="ir.ui.view" id="crm_case_form_view_leads">
  35         <field name="name">CRM - Leads Form</field>
  36         <field name="model">crm.lead</field>
  37         <field name="type">form</field>
  38         <field name="arch" type="xml">
  39             <form string="Leads Form">
  40                 <group colspan="4" col="7">
  41                     <field name="name" required="1"/>
  42                     <field name="priority"/>
  43                     <field name="date_deadline"/>
  44                     <button
  45                             name="%(wizard_crm_lead_opportunity_set)d"
  46                             string="Convert"
  47                             help="Convert into Opportunity"
  48                             icon="gtk-index"
  49                             type="action"
  50                             attrs="{'invisible':[('opportunity_id','!=',False)]}"/>
  51                     <newline />
  52                     <field name="section_id" colspan="1"
  53                         widget="selection" />
  54                     <field name="user_id" />
  55                     <field name="stage_id" widget="selection"
  56                         readonly="1"
  57                         domain="[('object_id.model', '=', 'crm.lead')]" />
  58                     <group col="2" colspan="1">
  59                         <button name="stage_previous" string="Previous"
  60                                 states="open,pending" type="object"
  61                                 icon="gtk-go-back" />
  62                         <button name="stage_next" string="Next"
  63                                 states="open,pending" type="object"
  64                                 icon="gtk-go-forward" />
  65                     </group>
  66                 </group>
  67                 <notebook colspan="4">
  68                 <page string="Lead">
  69                     <group colspan="2" col="4">
  70                         <separator string="Contact" colspan="4" col="4"/>
  71                         <field name="partner_name" string="Contact Name" colspan="4"/>
  72                         <newline/>
  73                         <field domain="[('domain', '=', 'contact')]" name="title"/>
  74                         <field name="function_name" />
  75                         <field name="street" colspan="4"/>
  76                         <field name="street2" colspan="4"/>
  77                         <field name="zip"/>
  78                         <field name="city"/>
  79                         <field name="country_id"/>
  80                         <field name="state_id"/>
  81                     </group>
  82                     <group colspan="2" col="3">
  83                         <separator string="Communication" colspan="4" col="3"/>
  84                         <field name="email_from" widget="email"/>
  85                         <newline/>
  86                         <field name="phone"/>
  87                         <newline/>
  88                         <field name="fax"/>
  89                         <newline/>
  90                         <field name="mobile"/>
  91                         <newline/>
  92                         <separator string="Links" colspan="4" col="3"/>
  93                         <field name="partner_id"/>
  94                         <button
  95                             name="%(action_crm_lead2partner)d"
  96                             icon="gtk-index" type="action"
  97                             string="Create"
  98                             attrs="{'invisible':[('partner_id','!=',False)]}"/>
  99                         <field name="opportunity_id"/>
 100                     </group>
 101                     <separator colspan="4" string="Notes"/>
 102                     <field name="description" nolabel="1" colspan="4"/>
 103                     <separator colspan="4"/>
 104                     <group col="8" colspan="4">
 105                         <field name="state" select="2"/>
 106                         <button name="case_close" string="Close"
 107                                 states="open,draft,pending" type="object"
 108                                 icon="gtk-close" />
 109                         <button name="case_open" string="Open"
 110                                 states="draft,pending" type="object"
 111                                 icon="gtk-go-forward" />
 112                         <button name="case_cancel" string="Cancel"
 113                                 states="draft,open,pending" type="object"
 114                                 icon="gtk-cancel" />
 115                         <button name="case_pending" string="Pending"
 116                                 states="draft,open" type="object"
 117                                 icon="gtk-media-pause" />
 118                         <button name="case_escalate" string="Escalate"
 119                                 states="open,draft,pending" type="object"
 120                                 icon="gtk-go-up" />
 121                         <button name="case_reset"
 122                                 string="Reset to Draft" states="done,cancel"
 123                                 type="object" icon="gtk-convert" />
 124                     </group>
 125                  </page>
 126                  <page string="Emails" groups="base.group_extended">
 127                    <group colspan="4">
 128                        <field colspan="4" name="email_cc" string="CC"/>
 129                    </group>
 130                     <field name="history_line" colspan="4" nolabel="1" mode="form,tree">
 131                         <form string="Communication history">
 132                             <group col="7" colspan="4">
 133                                 <field name="date"/>
 134                                 <field name="email"/>
 135                                 <field name="canal_id"/>
 136                                 <button
 137                                    string="Add a CC"
 138                                     name="%(crm.action_view_crm_email_add_cc_wizard)d"
 139                                     icon="gtk-add" type="action"/>
 140                             </group>
 141                             <newline/>
 142                             <field name="description" colspan="4"
 143                                 nolabel="1" widget="text_tag" readonly="1" />
 144                             <button colspan="4"
 145                                 string="Reply to Last Email"
 146                                 name="%(crm.action_crm_reply_mail)d"
 147                                 context="{'mail':'reply', 'model': 'crm.lead'}"
 148                                 icon="gtk-go-forward" type="action" />
 149                         </form>
 150                         <tree string="Communication history">
 151                             <field name="description"/>
 152                             <field name="email"/>
 153                             <field name="date"/>
 154                         </tree>
 155                     </field>
 156                     <button colspan="4" string="Send New Email"
 157                         name="%(crm.action_crm_send_mail)d"
 158                         context="{'mail':'new', 'model': 'crm.lead'}" icon="gtk-go-forward"
 159                         type="action" />
 160                  </page>
 161                  <page string="Extra Info" groups="base.group_extended">
 162                     <group colspan="2" col="2">
 163                         <separator string="Categories" colspan="2" col="2"/>
 164                         <field name="company_id"
 165                                 groups="base.group_multi_company"
 166                                 widget="selection" colspan="2" />
 167                         <field name="categ_id"
 168                             widget="selection"
 169                             domain="[('object_id.model', '=', 'crm.opportunity')]" />
 170                         <field name="type_id" string="Campaign" select="1"/>
 171                         <field name="referred"/>
 172                     </group>
 173                     <group colspan="2" col="2">
 174                         <separator string="Dates" colspan="2" col="2"/>
 175                         <field name="create_date"/>
 176                         <field name="write_date"/>
 177                         <field name="date_closed"/>
 178                     </group>
 179                     <group colspan="2" col="2">
 180                         <separator string="Statistics" colspan="2" col="2"/>
 181                         <field name="day_open"/>
 182                         <field name="day_close"/>
 183                     </group>
 184                  </page>
 185                 </notebook>
 186             </form>
 187         </field>
 188     </record>
 189
 190 <!-- CRM Lead Tree View -->
 191
 192     <record model="ir.ui.view" id="crm_case_tree_view_leads">
 193         <field name="name">CRM - Leads Tree</field>
 194         <field name="model">crm.lead</field>
 195         <field name="type">tree</field>
 196         <field name="arch" type="xml">
 197             <tree string="Leads Tree"  colors="blue:state=='pending';grey:state in ('cancel', 'done')">
 198                 <field name="create_date"/>
 199                 <field name="partner_name"/>
 200                 <field name="name"/>
 201                 <field name="email_from"/>
 202                 <field name="phone"/>
 203
 204                 <field name="categ_id" invisible="1"/>
 205                 <field name="type_id" invisible="1"/>
 206                 <field name="referred" invisible="1"/>
 207
 208                 <field name="stage_id"/>
 209                 <button name="stage_previous" string="Previous"
 210                         states="open,pending" type="object" icon="gtk-go-back" />
 211                 <button name="stage_next" string="Next"
 212                         states="open,pending" type="object"
 213                         icon="gtk-go-forward" />
 214                 <field name="section_id"
 215                         invisible="context.get('invisible_section', True)" />
 216                 <field name="user_id" />
 217                 <field name="state" />
 218                 <button name="case_open" string="Open"
 219                         states="draft,pending" type="object"
 220                         icon="gtk-go-forward" />
 221                 <button name="case_close" string="Close"
 222                         states="open,draft,pending" type="object"
 223                         icon="gtk-close" />
 224                 <button string="Convert to Opportunity"
 225                         name="%(action_crm_lead2opportunity)d"
 226                         states="draft,open,pending" icon="gtk-index"
 227                         type="action" />
 228                 <button name="case_escalate" string="Escalate"
 229                         states="open,draft,pending" type="object"
 230                         icon="gtk-go-up" />
 231                 <button name="case_cancel" string="Cancel"
 232                         states="draft,open,pending" type="object"
 233                         icon="gtk-cancel" />
 234             </tree>
 235         </field>
 236     </record>
 237
 238 <!-- CRM Lead Calendar View -->
 239
 240     <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 241         <field name="name">CRM - Leads Calendar</field>
 242         <field name="model">crm.lead</field>
 243         <field name="type">calendar</field>
 244         <field name="priority" eval="2"/>
 245         <field name="arch" type="xml">
 246             <calendar string="Meeting For Leads Generation"
 247                 date_start="create_date" color="user_id"
 248                 date_delay="duration">
 249                 <field name="name" />
 250                 <field name="partner_name" />
 251                 <field name="partner_contact" />
 252             </calendar>
 253         </field>
 254     </record>
 255
 256 <!-- CRM Lead Search View -->
 257
 258     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 259         <field name="name">CRM - Leads Search</field>
 260         <field name="model">crm.lead</field>
 261         <field name="type">search</field>
 262         <field name="arch" type="xml">
 263             <search string="Search Leads">
 264                 <filter icon="terp-project"
 265                     string="Current"
 266                     default="1"
 267                     domain="[('state','in',('draft','open'))]"/>
 268                 <filter icon="terp-project"
 269                     string="Open"
 270                     domain="[('state','=','open')]"/>
 271                 <filter icon="terp-project"
 272                     string="Pending"
 273                     domain="[('state','=','pending')]"/>
 274
 275                 <separator orientation="vertical"/>
 276                 <filter icon="gtk-home" string="Today"
 277                         domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), \
 278                                         ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 23:59:59'))]"
 279                         help="Todays' Opportunities" />
 280                 <filter icon="gtk-media-rewind" string="7 Days"
 281                     help="Opportunities during last 7 days"
 282                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d')),\
 283                      ('create_date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 284                 />
 285                 <separator orientation="vertical"/>
 286                 <field name="partner_name"/>
 287                 <field name="email_from"/>
 288                 <field name="user_id" widget="selection">
 289                     <filter icon="terp-partner"
 290                         domain="[('user_id','=',uid)]"
 291                         help="My Leads" default="1"
 292                     />
 293                 </field>
 294                 <field name="section_id" default="context.get('section_id', False)" widget="selection"
 295                     context="{'invisible_section': False}">
 296                     <filter icon="terp-crm"
 297                         context="{'invisible_section': False}"
 298                         domain="[('section_id.user_id','=',uid)]"
 299                         help="My section"/>
 300                     <filter icon="terp-crm"
 301                         context="{'invisible_section': False}"
 302                         domain="[]"
 303                         help="Show Sections"/>
 304                 </field>
 305                 <newline/>
 306                 <group expand="1" string="Group By..." colspan="14">
 307                     <filter string="Stage" icon="terp-crm" domain="[]" context="{'group_by':'stage_id'}"/>
 308                     <filter string="State" icon="terp-crm" domain="[]" context="{'group_by':'state'}"/>
 309                     <filter string="Source" icon="terp-crm" domain="[]" context="{'group_by':'categ_id'}"/>
 310                     <filter string="Type" icon="terp-crm" domain="[]" context="{'group_by':'type'}"/>
 311                     <separator orientation="vertical"/>
 312                     <filter string="Team" icon="terp-crm" domain="[]" context="{'group_by':'section_id'}"/>
 313                     <filter string="Salesman" icon="terp-crm" domain="[]" context="{'group_by':'user_id'}"/>
 314                     <filter string="Referrer" icon="terp-crm" domain="[]" context="{'group_by':'referred'}"/>
 315                     <separator orientation="vertical"/>
 316                     <filter string="Creation" icon="terp-project"
 317                         domain="[]" context="{'group_by':'create_date'}" />
 318                 </group>
 319            </search>
 320         </field>
 321     </record>
 322
 323
 324 </data>
 325 </openerp>