addons/crm/crm_lead_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3 <data>
   4
   5     <!-- Stage Search view -->
   6
   7      <record id="crm_lead_stage_search" model="ir.ui.view">
   8         <field name="name">Stage - Search</field>
   9         <field name="model">crm.case.stage</field>
  10         <field name="type">search</field>
  11         <field name="arch" type="xml">
  12             <search string="Stage Search">
  13                 <filter icon="terp-personal" name="lead"
  14                     string="Lead" domain="[('type', '=', 'lead')]" context="{'type' : 'lead'}"/>
  15                 <filter icon="terp-personal+" name="opportunity"
  16                     string="Opportunity" domain="[('type', '=', 'opportunity')]" context="{'type' : 'opportunity'}"/>
  17                 <field name="name"/>
  18             </search>
  19         </field>
  20     </record>
  21
  22     <!--Lead Stage Form view -->
  23
  24     <record id="crm_lead_stage_act" model="ir.actions.act_window">
  25         <field name="name">Stages</field>
  26         <field name="res_model">crm.case.stage</field>
  27         <field name="view_type">form</field>
  28         <field name="view_id" ref="crm.crm_case_stage_tree"/>
  29         <field name="context">{'search_default_opportunity':1}</field>
  30         <field name="search_view_id" ref="crm_lead_stage_search"/>
  31         <field name="help">Add specific stages to leads and opportunities allowing your sales to better organise their sales pipeline. Stages will allow them to easily track how a specific lead or opportunity is positioned in the sales cycle.</field>
  32     </record>
  33
  34      <menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" name="Stages"
  35         groups="base.group_extended" sequence="0"
  36         parent="base.menu_crm_config_lead" />
  37
  38
  39         <!-- Lead/Opportunity Categories Action -->
  40
  41         <record id="crm_lead_categ_action" model="ir.actions.act_window">
  42             <field name="name">Categories</field>
  43             <field name="res_model">crm.case.categ</field>
  44             <field name="view_type">form</field>
  45             <field name="view_id" ref="crm_case_categ_tree-view"/>
  46             <field name="context">{'object_id': 'crm.lead'}</field>
  47             <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
  48             <field name="help">Create specific categories that fit your company's activities to better classify and analyse your leads and opportunities. Such categories could for instance reflect your product structure or the different types of sales you do.</field>
  49         </record>
  50
  51         <menuitem action="crm_lead_categ_action"
  52             id="menu_crm_lead_categ" name="Categories"
  53             parent="base.menu_crm_config_lead" sequence="1"/>
  54
  55
  56         <!-- CRM Lead Form View  -->
  57         <record model="ir.ui.view" id="crm_case_form_view_leads">
  58         <field name="name">CRM - Leads Form</field>
  59         <field name="model">crm.lead</field>
  60         <field name="type">form</field>
  61         <field name="arch" type="xml">
  62             <form string="Leads Form">
  63                 <group colspan="4" col="7">
  64                     <field name="name" required="1" string="Subject"/>
  65                     <field name="priority"/>
  66                     <field name="categ_id"
  67                         widget="selection"
  68                         domain="[('object_id.model','=','crm.lead')]"/>
  69                     <button
  70                          name="convert_opportunity"
  71                          string="Convert to Opportunity"
  72                          help="Convert to Opportunity" icon="gtk-go-forward"
  73                          type="object"/>
  74                     <newline />
  75                     <field name="user_id" />
  76                     <field name="section_id" widget="selection" />
  77                     <field name="stage_id" domain="[('type','=','lead'),('section_ids', '=', section_id)]" />
  78                     <group col="2" colspan="1">
  79                         <button name="stage_previous" string=""
  80                             states="open,pending,draft" type="object"
  81                             icon="gtk-go-back" context="{'stage_type': 'lead'}" />
  82                         <button name="stage_next" string=""
  83                             states="open,pending,draft" type="object"
  84                             icon="gtk-go-forward" context="{'stage_type': 'lead'}" />
  85                     </group>
  86                     <field name="type" invisible="1"/>
  87                 </group>
  88                 <notebook colspan="4">
  89                 <page string="Lead">
  90                     <group colspan="4" col="2">
  91                         <field name="partner_name" string="Partner Name" />
  92                     </group>
  93                     <group colspan="2" col="4">
  94                         <separator string="Contact" colspan="4" col="4"/>
  95                         <field name="contact_name" colspan="4"/>
  96                         <newline/>
  97                         <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
  98                         <field name="function" />
  99                         <field name="street" colspan="4"/>
 100                         <field name="street2" colspan="4"/>
 101                         <field name="zip"/>
 102                         <field name="city"/>
 103                         <field name="country_id"/>
 104                         <field name="state_id"/>
 105                     </group>
 106                     <group colspan="2" col="3">
 107                         <separator string="Communication" colspan="4" col="3"/>
 108                         <field name="email_from" widget="email"/>
 109                         <button string="Mail"
 110                             name="%(mail.action_email_compose_message_wizard)d"
 111                             icon="terp-mail-message-new" type="action" colspan="1"/>
 112                         <newline/>
 113                         <field name="phone"/>
 114                         <newline/>
 115                         <field name="fax"/>
 116                         <newline/>
 117                         <field name="mobile"/>
 118                         <newline/>
 119                         <separator string="Links" colspan="4" col="3"/>
 120                         <field name="partner_id" string="Customer"/>
 121                         <button
 122                             name="%(action_crm_lead2partner)d"
 123                             icon="terp-partner" type="action"
 124                             string="Create"
 125                             attrs="{'invisible':[('partner_id','!=',False)]}"/>
 126                     </group>
 127                     <separator colspan="4" string="Notes"/>
 128                     <field name="description" nolabel="1" colspan="4"/>
 129                     <separator colspan="4"/>
 130                     <group col="8" colspan="4">
 131                         <field name="state"/>
 132                         <button name="case_cancel" string="Cancel"
 133                             states="draft,open,pending" type="object"
 134                             icon="gtk-cancel" />
 135                         <button name="case_open" string="Open"
 136                             states="draft,pending" type="object"
 137                             icon="gtk-go-forward" />
 138                         <button name="case_mark_lost" string="Close"
 139                             states="open,pending" type="object"
 140                             icon="gtk-close" />
 141                         <button name="case_pending" string="Pending"
 142                             states="open" type="object"
 143                             icon="gtk-media-pause" />
 144                         <button name="case_escalate" string="Escalate"
 145                             states="open,pending" type="object"
 146                             groups="base.group_extended"
 147                             icon="gtk-go-up" />
 148                         <button name="case_reset"
 149                             string="Reset to Draft" states="done,cancel"
 150                             type="object" icon="gtk-convert" />
 151                     </group>
 152                  </page>
 153                  <page string="Extra Info" groups="base.group_extended">
 154                     <group colspan="2" col="2">
 155                         <separator string="Categorization" colspan="2" col="2"/>
 156                         <field name="company_id"
 157                             groups="base.group_multi_company"
 158                             widget="selection" colspan="2" />
 159                         <field name="type_id" select="1" widget="selection"/>
 160                         <field name="channel_id" select="1" widget="selection"/>
 161                         <field name="referred"/>
 162                     </group>
 163                     <group colspan="2" col="2">
 164                         <separator string="Dates" colspan="2" col="2"/>
 165                         <field name="create_date"/>
 166                         <field name="write_date"/>
 167                         <field name="date_open"/>
 168                         <field name="date_closed"/>
 169                     </group>
 170                     <group colspan="2" col="2">
 171                         <separator string="Mailings" colspan="2" col="2"/>
 172                         <field name="optin" on_change="on_change_optin(optin)"/>
 173                         <field name="optout" on_change="on_change_optout(optout)"/>
 174                     </group>
 175                     <group colspan="2" col="2">
 176                         <separator string="Statistics" colspan="2" col="2"/>
 177                         <field name="day_open"/>
 178                         <field name="day_close"/>
 179                     </group>
 180                  </page>
 181                  <page string="Communication &amp; History" groups="base.group_extended">
 182                    <group colspan="4">
 183                        <field colspan="4" name="email_cc" widget="char" size="512"/>
 184                    </group>
 185                     <field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
 186                         <tree string="History">
 187                             <field name="display_text" string="History Information"/>
 188                             <button
 189                                 string="Reply" attrs="{'invisible': [('email_from', '=', False)]}"
 190                                 name="%(mail.action_email_compose_message_wizard)d"
 191                                 context="{'mail':'reply', 'message_id':active_id}"
 192                                 icon="terp-mail-replied" type="action" />
 193                         </tree>
 194                         <form string="History">
 195                             <group col="4" colspan="4">
 196                                 <field name="email_from"/>
 197                                 <field name="date"/>
 198                                 <field name="email_to" size="512"/>
 199                                 <field name="email_cc" size="512"/>
 200                                 <field name="subject" colspan="4" widget="char" attrs="{'invisible': [('email_from', '=', False)]}" size="512"/>
 201                                 <field name="display_text" colspan="4" attrs="{'invisible': [('email_from', '!=', False)]}"/>
 202                             </group>
 203                             <notebook colspan="4">
 204                                 <page string="Details">
 205                                     <field name="body_text" colspan="4" nolabel="1"/>
 206                                     <group attrs="{'invisible': [('email_from', '=', False)]}">
 207                                         <button colspan="4" string="Reply"
 208                                             name="%(mail.action_email_compose_message_wizard)d"
 209                                             context="{'mail':'reply'}"
 210                                             icon="terp-mail-replied" type="action"/>
 211                                         </group>
 212
 213                                 </page>
 214                                 <page string="Attachments">
 215                                     <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
 216                                 </page>
 217                                 </notebook>
 218                         </form>
 219                     </field>
 220                     <button string="Add Internal Note"
 221                         name="%(crm.action_crm_add_note)d"
 222                         context="{'model': 'crm.lead' }"
 223                         icon="terp-document-new" type="action" />
 224                     <button string="Send New Email"
 225                         name="%(mail.action_email_compose_message_wizard)d"
 226                         icon="terp-mail-message-new" type="action"/>
 227                  </page>
 228                 </notebook>
 229             </form>
 230         </field>
 231     </record>
 232
 233     <!-- CRM Lead Tree View -->
 234
 235     <record model="ir.ui.view" id="crm_case_tree_view_leads">
 236         <field name="name">Leads</field>
 237         <field name="model">crm.lead</field>
 238         <field name="type">tree</field>
 239         <field name="arch" type="xml">
 240             <tree string="Leads"  colors="blue:state=='pending';grey:state in ('cancel', 'done')">
 241                 <field name="date_deadline" invisible="1"/>
 242                 <field name="create_date"/>
 243                 <field name="name" string="Subject"/>
 244                 <field name="contact_name"/>
 245                 <field name="country_id" invisible="context.get('invisible_country', True)" />
 246                 <field name="email_from"/>
 247                 <field name="phone"/>
 248
 249                 <field name="categ_id" invisible="1"/>
 250                 <field name="type_id" invisible="1"/>
 251                 <field name="referred" invisible="1"/>
 252                 <field name="channel_id" invisible="1"/>
 253                 <field name="subjects" invisible="1"/>
 254
 255                 <field name="stage_id"/>
 256                 <button name="stage_previous" string="Previous Stage"
 257                     states="open,pending" type="object" icon="gtk-go-back" />
 258                 <button name="stage_next" string="Next Stage"
 259                     states="open,pending" type="object"
 260                     icon="gtk-go-forward" />
 261                 <field name="section_id" invisible="context.get('invisible_section', True)" />
 262                 <field name="user_id" />
 263                 <field name="state" />
 264                 <button name="case_open" string="Open"
 265                     states="draft,pending" type="object"
 266                     icon="gtk-go-forward" />
 267                 <button name="case_close" string="Close"
 268                     states="open,draft,pending" type="object"
 269                     icon="gtk-close" />
 270                 <button string="Convert to Opportunity"
 271                     name="convert_opportunity"
 272                     states="draft,open,pending" icon="gtk-go-forward"
 273                     type="object" />
 274                 <button name="case_escalate" string="Escalate"
 275                     states="open,draft,pending" type="object"
 276                     icon="gtk-go-up" />
 277             </tree>
 278         </field>
 279     </record>
 280
 281     <!-- CRM Lead Calendar View -->
 282
 283     <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 284         <field name="name">CRM - Leads Calendar</field>
 285         <field name="model">crm.lead</field>
 286         <field name="type">calendar</field>
 287         <field name="priority" eval="2"/>
 288         <field name="arch" type="xml">
 289             <calendar string="Leads Generation"
 290                 date_start="create_date" color="user_id">
 291                 <field name="name" />
 292                 <field name="partner_name" />
 293                 <field name="partner_address_id" />
 294             </calendar>
 295         </field>
 296     </record>
 297
 298     <!-- CRM Lead Search View -->
 299
 300     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 301         <field name="name">CRM - Leads Search</field>
 302         <field name="model">crm.lead</field>
 303         <field name="type">search</field>
 304         <field name="arch" type="xml">
 305             <search string="Search Leads">
 306                 <filter icon="terp-check"
 307                     string="Current"
 308                     name="current" help="Draft, Open and Pending Leads"
 309                     domain="[('state','in',('draft','open','pending'))]"/>
 310                 <filter icon="terp-camera_test"
 311                     string="Open"
 312                     domain="[('state','=','open')]"/>
 313                 <filter icon="terp-gtk-media-pause"
 314                     string="Pending"
 315                     domain="[('state','=','pending')]"/>
 316
 317                 <separator orientation="vertical"/>
 318                 <filter icon="terp-go-today" string="Today"
 319                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 320                     help="Todays' Leads" />
 321                 <filter icon="terp-go-week" string="7 Days"
 322                     help="Leads creating during last 7 days"
 323                     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'))]"
 324                 />
 325                 <separator orientation="vertical"/>
 326                 <field name="name" string="Lead / Customer"
 327                     domain="['|','|',('partner_name','ilike',self),('email_from','ilike',self),('name','ilike',self)]"/>
 328                 <field name="user_id">
 329                     <filter icon="terp-personal-"
 330                         domain="[('user_id','=', False)]"
 331                         help="Unassigned Leads" />
 332                 </field>
 333                 <field name="subjects" groups="base.group_extended"/>
 334                 <field name="section_id" widget="selection"
 335                     context="{'invisible_section': False}">
 336                     <filter icon="terp-personal+" groups="base.group_extended"
 337                         context="{'invisible_section': False}"
 338                         domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 339                         help="My Sales Team(s)"/>
 340                     <filter icon="terp-personal+" groups="base.group_extended"
 341                         context="{'invisible_section': False}"
 342                         domain="[]"
 343                         help="Show Sales Team"/>
 344                 </field>
 345                 <separator orientation="vertical"/>
 346                 <field name="country_id" context="{'invisible_country': False}">
 347                         <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
 348                 </field>
 349                 <newline/>
 350                 <group expand="0" string="Group By...">
 351                     <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
 352                     <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 353                     <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
 354                     <separator orientation="vertical"/>
 355                     <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
 356                     <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
 357                         domain="[]" context="{'group_by':'type_id'}" />
 358                     <filter string="Channel" icon="terp-call-start"
 359                         domain="[]" context="{'group_by':'channel_id'}" />
 360                     <separator orientation="vertical"/>
 361                     <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
 362                     <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 363                     <separator orientation="vertical"/>
 364                     <filter string="Creation" help="Create date" icon="terp-go-month"
 365                         domain="[]" context="{'group_by':'create_date'}" />
 366                 </group>
 367            </search>
 368         </field>
 369     </record>
 370 </data>
 371 </openerp>