5 <!--Lead Stage Form view -->
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">[('type', '=', 'lead')]</field>
13 <field name="context">{'type':'lead'}</field>
14 <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>
19 <menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" name="Stages"
20 groups="base.group_extended" sequence="0"
21 parent="base.menu_crm_config_lead" />
24 <!-- Lead/Opportunity Categories Action -->
26 <record id="crm_lead_categ_action" model="ir.actions.act_window">
27 <field name="name">Categories</field>
28 <field name="res_model">crm.case.categ</field>
29 <field name="view_type">form</field>
30 <field name="view_id" ref="crm_case_categ_tree-view"/>
31 <field name="context">{'object_id': 'crm.lead'}</field>
32 <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
33 <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>
36 <menuitem action="crm_lead_categ_action"
37 id="menu_crm_lead_categ" name="Categories"
38 parent="base.menu_crm_config_lead" sequence="1"/>
41 <!-- CRM Lead Form View -->
42 <record model="ir.ui.view" id="crm_case_form_view_leads">
43 <field name="name">CRM - Leads Form</field>
44 <field name="model">crm.lead</field>
45 <field name="type">form</field>
46 <field name="arch" type="xml">
47 <form string="Leads Form">
48 <group colspan="4" col="7">
49 <field name="name" required="1" string="Subject"/>
50 <field name="priority"/>
51 <field name="categ_id"
53 domain="[('object_id.model','=','crm.lead')]"/>
55 name="convert_opportunity"
56 string="Convert to Opportunity"
57 help="Convert to Opportunity" icon="gtk-go-forward"
60 <field name="user_id" />
61 <field name="section_id" widget="selection" />
62 <field name="stage_id" domain="[('type','=','lead'),('section_ids', '=', section_id)]" />
63 <group col="2" colspan="1">
64 <button name="stage_previous" string=""
65 states="open,pending,draft" type="object"
66 icon="gtk-go-back" context="{'stage_type': 'lead'}" />
67 <button name="stage_next" string=""
68 states="open,pending,draft" type="object"
69 icon="gtk-go-forward" context="{'stage_type': 'lead'}" />
71 <field name="type" invisible="1"/>
73 <notebook colspan="4">
75 <group colspan="4" col="2">
76 <field name="partner_name" string="Partner Name" />
78 <group colspan="2" col="4">
79 <separator string="Contact" colspan="4" col="4"/>
80 <field name="contact_name" colspan="4"/>
82 <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
83 <field name="function" />
84 <field name="street" colspan="4"/>
85 <field name="street2" colspan="4"/>
88 <field name="country_id"/>
89 <field name="state_id"/>
91 <group colspan="2" col="3">
92 <separator string="Communication History" colspan="4" col="3"/>
93 <field name="email_from" widget="email"/>
99 <field name="mobile"/>
101 <separator string="Links" colspan="4" col="3"/>
102 <field name="partner_id" on_change="onchange_partner_id(partner_id, email_from)" string="Customer"/>
104 name="%(action_crm_lead2partner)d"
105 icon="terp-partner" type="action"
107 attrs="{'invisible':[('partner_id','!=',False)]}"/>
109 <separator colspan="4" string="Notes"/>
110 <field name="description" nolabel="1" colspan="4"/>
111 <separator colspan="4"/>
112 <group col="8" colspan="4">
113 <field name="state"/>
114 <button name="case_cancel" string="Cancel"
115 states="draft,open,pending" type="object"
117 <button name="case_open" string="Open"
118 states="draft,pending" type="object"
119 icon="gtk-go-forward" />
120 <button name="case_mark_lost" string="Close"
121 states="open,pending" type="object"
123 <button name="case_pending" string="Pending"
124 states="open" type="object"
125 icon="gtk-media-pause" />
126 <button name="case_escalate" string="Escalate"
127 states="open,pending" type="object"
128 groups="base.group_extended"
130 <button name="case_reset"
131 string="Reset to Draft" states="done,cancel"
132 type="object" icon="gtk-convert" />
135 <page string="Extra Info" groups="base.group_extended">
136 <group colspan="2" col="2">
137 <separator string="Categorization" colspan="2" col="2"/>
138 <field name="company_id"
139 groups="base.group_multi_company"
140 widget="selection" colspan="2" />
141 <field name="type_id" select="1" widget="selection"/>
142 <field name="channel_id" select="1" widget="selection"/>
143 <field name="referred"/>
145 <group colspan="2" col="2">
146 <separator string="Dates" colspan="2" col="2"/>
147 <field name="create_date"/>
148 <field name="write_date"/>
149 <field name="date_open"/>
150 <field name="date_closed"/>
152 <group colspan="2" col="2">
153 <separator string="Mailings" colspan="2" col="2"/>
154 <field name="optin" on_change="on_chnage_optin(optin)"/>
155 <field name="optout" on_change="on_chnage_optout(optout)"/>
157 <group colspan="2" col="2">
158 <separator string="Statistics" colspan="2" col="2"/>
159 <field name="day_open"/>
160 <field name="day_close"/>
163 <page string="Communication & History" groups="base.group_extended">
165 <field colspan="4" name="email_cc" widget="char" size="512"/>
167 <field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
168 <tree string="Communication history">
169 <field name="display_text" string="History Information"/>
170 <field name="history" invisible="1"/>
172 string="Reply" attrs="{'invisible': [('history', '!=', True)]}"
173 name="%(emails.action_email_compose_message_wizard)d"
174 context="{'mail':'reply', 'message_id':active_id}"
175 icon="terp-mail-replied" type="action" />
177 <form string="Communication history">
178 <group col="4" colspan="4">
179 <field name="email_from"/>
181 <field name="email_to" widget="char" size="512"/>
182 <field name="email_cc" widget="char" size="512"/>
183 <field name="name" colspan="4" widget="char" size="512"/>
184 <field name="history" invisible="1"/>
186 <notebook colspan="4">
187 <page string="Details">
188 <group attrs="{'invisible': [('history', '!=', True)]}">
189 <field name="description" colspan="4" nolabel="1" height="250"/>
190 <button colspan="4" string="Reply"
191 name="%(emails.action_email_compose_message_wizard)d"
192 context="{'mail':'reply', 'message_id':active_id}"
193 icon="terp-mail-replied" type="action"/>
195 <group attrs="{'invisible': [('history', '=', True)]}">
196 <field name="display_text" colspan="4" nolabel="1" height="250"/>
199 <page string="Attachments">
200 <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
205 <button string="Add Internal Note"
206 name="%(crm.action_crm_add_note)d"
207 context="{'model': 'crm.lead' }"
208 icon="terp-document-new" type="action" />
209 <button string="Send New Email"
210 name="%(emails.action_email_compose_message_wizard)d"
211 context="{'email_model':'crm.lead'}"
212 icon="terp-mail-message-new" type="action"/>
219 <!-- CRM Lead Tree View -->
221 <record model="ir.ui.view" id="crm_case_tree_view_leads">
222 <field name="name">Leads</field>
223 <field name="model">crm.lead</field>
224 <field name="type">tree</field>
225 <field name="arch" type="xml">
226 <tree string="Leads" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
227 <field name="date_deadline" invisible="1"/>
228 <field name="create_date"/>
229 <field name="name" string="Subject"/>
230 <field name="contact_name"/>
231 <field name="country_id" invisible="context.get('invisible_country', True)" />
232 <field name="email_from"/>
233 <field name="phone"/>
235 <field name="categ_id" invisible="1"/>
236 <field name="type_id" invisible="1"/>
237 <field name="referred" invisible="1"/>
238 <field name="channel_id" invisible="1"/>
240 <field name="stage_id"/>
241 <button name="stage_previous" string="Previous Stage"
242 states="open,pending" type="object" icon="gtk-go-back" />
243 <button name="stage_next" string="Next Stage"
244 states="open,pending" type="object"
245 icon="gtk-go-forward" />
246 <field name="section_id" invisible="context.get('invisible_section', True)" />
247 <field name="user_id" />
248 <field name="state" />
249 <button name="case_open" string="Open"
250 states="draft,pending" type="object"
251 icon="gtk-go-forward" />
252 <button name="case_close" string="Close"
253 states="open,draft,pending" type="object"
255 <button string="Convert to Opportunity"
256 name="convert_opportunity"
257 states="draft,open,pending" icon="gtk-go-forward"
259 <button name="case_escalate" string="Escalate"
260 states="open,draft,pending" type="object"
266 <!-- CRM Lead Calendar View -->
268 <record model="ir.ui.view" id="crm_case_calendar_view_leads">
269 <field name="name">CRM - Leads Calendar</field>
270 <field name="model">crm.lead</field>
271 <field name="type">calendar</field>
272 <field name="priority" eval="2"/>
273 <field name="arch" type="xml">
274 <calendar string="Leads Generation"
275 date_start="create_date" color="user_id">
276 <field name="name" />
277 <field name="partner_name" />
278 <field name="partner_address_id" />
283 <!-- CRM Lead Search View -->
285 <record id="view_crm_case_leads_filter" model="ir.ui.view">
286 <field name="name">CRM - Leads Search</field>
287 <field name="model">crm.lead</field>
288 <field name="type">search</field>
289 <field name="arch" type="xml">
290 <search string="Search Leads">
291 <filter icon="terp-check"
293 name="current" help="Draft and Open Leads"
294 domain="[('state','in',('draft','open'))]"/>
295 <filter icon="terp-camera_test"
297 domain="[('state','=','open')]"/>
298 <filter icon="terp-gtk-media-pause"
300 domain="[('state','=','pending')]"/>
302 <separator orientation="vertical"/>
303 <filter icon="terp-go-today" string="Today"
304 domain="[('create_date','<', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','>=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
305 help="Todays' Leads" />
306 <filter icon="terp-go-week" string="7 Days"
307 help="Leads creating during last 7 days"
308 domain="[('create_date','<', time.strftime('%%Y-%%m-%%d 23:59:59')),('create_date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d 00:00:00'))]"
310 <separator orientation="vertical"/>
311 <field name="name" string="Subject"/>
312 <field name="partner_name"/>
313 <field name="email_from"/>
314 <field name="user_id">
315 <filter icon="terp-personal-"
316 domain="[('user_id','=', False)]"
317 help="Unassigned Leads" />
319 <field name="section_id" widget="selection"
320 context="{'invisible_section': False}">
321 <filter icon="terp-personal+" groups="base.group_extended"
322 context="{'invisible_section': False}"
323 domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
324 help="My Sales Team(s)"/>
325 <filter icon="terp-personal+" groups="base.group_extended"
326 context="{'invisible_section': False}"
328 help="Show Sales Team"/>
332 <group expand="0" string="Extended Filters..." groups="base.group_extended">
333 <field name="stage_id" widget="selection" domain="[('type', '=', 'lead')]"/>
334 <field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
335 <separator orientation="vertical"/>
336 <field name="country_id" context="{'invisible_country': False}">
337 <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
339 <separator orientation="vertical"/>
340 <field name="company_id" widget="selection" groups="base.group_multi_company"/>
342 <field name="create_date" string="Creation Date"/>
343 <field name="date_closed"/>
346 <group expand="0" string="Group By...">
347 <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
348 <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
349 <filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
350 <separator orientation="vertical"/>
351 <filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
352 <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
353 domain="[]" context="{'group_by':'type_id'}" />
354 <filter string="Channel" icon="terp-call-start"
355 domain="[]" context="{'group_by':'channel_id'}" />
356 <separator orientation="vertical"/>
357 <filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
358 <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
359 <separator orientation="vertical"/>
360 <filter string="Creation" help="Create date" icon="terp-go-month"
361 domain="[]" context="{'group_by':'create_date'}" />