addons/crm/crm_lead_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3 <data>
   4
   5     # ------------------------------------------------------
   6     # Leads
   7     # ------------------------------------------------------
   8
   9     <record model="ir.ui.view" id="crm_case_form_view_leads">
  10         <field name="name">CRM - Leads Form</field>
  11         <field name="model">crm.lead</field>
  12         <field name="type">form</field>
  13         <field name="arch" type="xml">
  14             <form string="Leads Form">
  15                 <group colspan="4" col="7">
  16                     <field name="name" select="1" string="Lead Subject"/>
  17                     <field name="section_id" colspan="1" widget="selection"/>
  18                     <field name="user_id" select="2"/>
  19                     <newline/>
  20                     <label string="Stage: " align="1.0"/>
  21                     <group colspan="1" col="2">
  22                         <field name="stage_id" select="1" nolabel="1"/>
  23                         <button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
  24                     </group>
  25                     <field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Lead Source"/>
  26                     <field name="category2_id" string="Campaign Type" select="1"/>
  27                     <button string="Convert to Opportunity" name="%(wizard_crm_lead_opportunity_set)d" icon="gtk-index" type="action"/>
  28                 </group>
  29                 <notebook colspan="4">
  30                 <page string="Leads">
  31                     <separator string="Lead Information" colspan="4"/>
  32                     <field name="partner_name" string="Lead Name"/>
  33                     <field name="partner_name2" string="Contact Name"/>
  34                     <field name="partner_phone"/>
  35                     <field name="partner_mobile"/>
  36                     <field name="email_from" string="Lead Email"/>
  37                     <newline/>
  38                      <group colspan="2" col="3">
  39                          <field name="partner_id" colspan="1"/>
  40                           <button string="Convert to Partner"
  41                               icon="terp-partner" name="%(wizard_crm_lead_partner_create)d"
  42                               type="action" attrs="{'invisible':[('partner_id','!=',False)]}"
  43                           />
  44                      </group>
  45                     <field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)"/>
  46
  47                     <field name="priority" string="Priority"/>
  48                     <newline/>
  49                     <separator colspan="4" string="Lead Details"/>
  50                     <field name="description" nolabel="1" colspan="4"/>
  51
  52                     <separator colspan="4"/>
  53                     <group col="8" colspan="4">
  54                         <field name="state" select="2"/>
  55                         <button name="case_close" string="Done" states="open,draft,pending" type="object"  icon="gtk-close"/>
  56                         <button name="case_open" string="Open" states="draft,pending" type="object"  icon="gtk-go-forward"/>
  57                         <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object"  icon="gtk-cancel"/>
  58                         <button name="case_pending" string="Pending" states="draft,open" type="object"  icon="gtk-media-pause"/>
  59                         <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object"  icon="gtk-go-up"/>
  60                         <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object"  icon="gtk-convert"/>
  61                     </group>
  62                  </page>
  63
  64                  <page string="History">
  65                     <field name="id" select="1"/>
  66                     <field name="active" select="2"/>
  67                     <newline/>
  68                     <field name="planned_revenue"/>
  69                     <field name="planned_cost"/>
  70                     <field name="probability"/>
  71                     <newline/>
  72                     <field name="canal_id"/>
  73                     <field name="som"/>
  74                     <separator colspan="4" string="Dates"/>
  75                     <field name="create_date"/>
  76                     <field name="date_closed"/>
  77                     <field name="date_action_last"/>
  78                     <field name="date"/>
  79                     <separator colspan="4" string="References"/>
  80                     <field name="ref" colspan="4"/>
  81                     <field name="ref2" colspan="4"/>
  82
  83                     <field name="log_ids" nolabel="1" colspan="4">
  84                         <form string="Actions">
  85                             <separator string="Action Information" colspan="4"/>
  86                             <field name="name" colspan="4"/>
  87                             <field name="date"/>
  88                             <field name="user_id"/>
  89                             <field name="som"/>
  90                             <field name="canal_id"/>
  91                         </form>
  92                     </field>
  93                  </page>
  94                  <page string="Events" groups="base.group_extended">
  95                    <field name="child_ids" colspan="4" nolabel="1">
  96                        <tree string="Related Cases">
  97                            <field name="id"/>
  98                            <field name="date"/>
  99                            <field name="name"/>
 100                            <field name="partner_id"/>
 101                            <field name="user_id"/>
 102                            <field name="section_id" widget="selection"/>
 103                            <field name="state"/>
 104                        </tree>
 105                     </field>
 106                  </page>
 107                  <page string="Emails" groups="base.group_extended">
 108                    <group colspan="4">
 109                        <field colspan="4" name="email_cc" string="CC"/>
 110                    </group>
 111                     <field name="history_line" colspan="4" nolabel="1" mode="form,tree">
 112                         <form string="Communication history">
 113                             <group col="7" colspan="4">
 114                                 <field name="date"/>
 115                                 <field name="email"/>
 116                                 <field name="canal_id"/>
 117                                 <button
 118                                    string="Add a CC"
 119                                     name="%(crm.action_view_crm_email_add_cc_wizard)d"
 120                                     icon="gtk-add" type="action"/>
 121                             </group>
 122                             <newline/>
 123                             <field name="description" colspan="4" nolabel="1"/>
 124                             <button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-go-forward" type="action"/>
 125                         </form>
 126                         <tree string="Communication history">
 127                             <field name="description"/>
 128                             <field name="email"/>
 129                             <field name="date"/>
 130                         </tree>
 131                     </field>
 132                     <button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
 133                  </page>
 134                 </notebook>
 135             </form>
 136         </field>
 137     </record>
 138     <record model="ir.ui.view" id="crm_case_tree_view_leads">
 139         <field name="name">CRM - Leads Tree</field>
 140         <field name="model">crm.lead</field>
 141         <field name="type">tree</field>
 142         <field name="arch" type="xml">
 143             <tree string="Leads Tree"  colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
 144                 <field name="id"/>
 145                 <field name="name" string="Lead Subject"/>
 146                 <field name="partner_phone"/>
 147                 <field name="partner_name2" string="Contact Name"/>
 148                 <field name="stage_id"/>
 149                 <field name="categ_id" string="Lead Source"/>
 150                 <field name="category2_id" string="Campaign Type"/>
 151                 <field name="user_id"/>
 152                 <field name="state"/>
 153                 <button name="case_open" string="Open" states="draft,pending" type="object"  icon="gtk-go-forward"/>
 154                 <button name="case_close" string="Done" states="open,draft,pending" type="object"  icon="gtk-close"/>
 155                 <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object"  icon="gtk-go-up"/>
 156                 <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object"  icon="gtk-cancel"/>
 157             </tree>
 158         </field>
 159     </record>
 160     <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 161         <field name="name">CRM - Leads Calendar</field>
 162         <field name="model">crm.lead</field>
 163         <field name="type">calendar</field>
 164         <field name="priority" eval="2"/>
 165         <field name="arch" type="xml">
 166             <calendar string="Meeting For Leads Generation" date_start="date" color="user_id" date_delay="duration">
 167                 <field name="name"/>
 168                 <field name="partner_name"/>
 169                 <field name="partner_name2"/>
 170             </calendar>
 171         </field>
 172     </record>
 173
 174
 175     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 176         <field name="name">CRM - Leads Search</field>
 177         <field name="model">crm.lead</field>
 178         <field name="type">search</field>
 179         <field name="arch" type="xml">
 180             <search string="Search Leads">
 181                <group col="3" colspan="1">
 182                 <filter icon="gtk-home" string="   Today   "
 183                     separator="1"
 184                     domain="[('date','=',time.strftime('%%Y-%%m-%%d'))]"
 185                     help="Todays's Leads"
 186                 />
 187                 <filter icon="gtk-media-rewind" string="    7 Days    "
 188                     separator="1" help="Leads during last 7 days"
 189                     domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d')), ('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 190                 />
 191                </group>
 192                <separator orientation="vertical"/>
 193                <group col="4" colspan="2">
 194                    <field name="name" select="1"/>
 195                    <field name="user_id" select="1" widget="selection">
 196                            <filter icon="terp-partner"
 197                                domain="[('user_id','=',uid)]" help="My Leads"
 198                                default="1"
 199                            />
 200                            <filter icon="terp-crm"
 201                                domain="[('user_id','child_of',[uid])]"
 202                                help="My department's Leads"
 203                            />
 204                    </field>
 205                    <field name="state" select="1">
 206                        <filter icon="gtk-new" domain="[('state','=','draft')]" help="Draft Leads"/>
 207                        <filter icon="gtk-yes" domain="[('state','=','open')]" help="Open Leads"/>
 208                    </field>
 209                </group>
 210            </search>
 211         </field>
 212     </record>
 213
 214
 215 </data>
 216 </openerp>