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