addons/crm/crm_lead_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3 <data>
   4
   5         # ------------------------------------------------------
   6     # Leads Categories
   7     # ------------------------------------------------------
   8
   9     <record id="crm_lead_categ_view_form" model="ir.ui.view">
  10         <field name="name">crm.lead.categ.form</field>
  11         <field name="model">crm.lead.categ</field>
  12         <field name="type">form</field>
  13         <field name="arch" type="xml">
  14             <form string="Lead Category">
  15                 <field name="name" select="1"/>
  16                 <field name="probability"/>
  17                 <field name="section_id"/>
  18             </form>
  19         </field>
  20     </record>
  21     <record id="crm_lead_categ_view_tree" model="ir.ui.view">
  22         <field name="name">crm.lead.categ.tree</field>
  23         <field name="model">crm.lead.categ</field>
  24         <field name="type">tree</field>
  25         <field name="arch" type="xml">
  26             <tree string="Lead Category">
  27                 <field name="name"/>
  28                 <field name="probability"/>
  29                 <field name="section_id"/>
  30             </tree>
  31         </field>
  32     </record>
  33
  34     <record id="crm_lead_categ_action" model="ir.actions.act_window">
  35         <field name="name">Lead Categories</field>
  36         <field name="res_model">crm.lead.categ</field>
  37         <field name="view_type">form</field>
  38         <field name="view_id" ref="crm_lead_categ_view_tree"/>
  39     </record>
  40
  41     # ------------------------------------------------------
  42     # Leads
  43     # ------------------------------------------------------
  44
  45     <record model="ir.ui.view" id="crm_case_form_view_leads">
  46         <field name="name">CRM - Leads Form</field>
  47         <field name="model">crm.lead</field>
  48         <field name="type">form</field>
  49         <field name="arch" type="xml">
  50             <form string="Leads Form">
  51                 <group colspan="4" col="7">
  52                     <field name="name" select="1" string="Lead Subject"/>
  53                     <field name="section_id" colspan="1" widget="selection"/>
  54                     <field name="user_id" select="2"/>
  55                     <newline/>
  56                     <label string="Stage: " align="1.0"/>
  57                     <group colspan="1" col="2">
  58                         <field name="stage_id" select="1" nolabel="1"/>
  59                         <button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
  60                     </group>
  61                     <field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Lead Source"/>
  62                     <field name="category2_id" string="Campaign Type" select="1"/>
  63                     <newline/>
  64                     <field name="case_id" string="Opportunity Case"/>
  65                     <button string="Convert to Opportunity" name="%(wizard_crm_lead_opportunity_set)d" icon="gtk-index" type="action"/>
  66                 </group>
  67                 <notebook colspan="4">
  68                 <page string="Leads">
  69                     <separator string="Lead Information" colspan="4"/>
  70                     <field name="partner_name" string="Lead Name"/>
  71                     <field name="partner_name2" string="Contact Name"/>
  72                     <field name="partner_phone"/>
  73                     <field name="partner_mobile"/>
  74                     <field name="email_from" string="Lead Email"/>
  75                     <newline/>
  76                     <label string="Partner:" align="1.0"/>
  77                     <group colspan="1" col="2">
  78                         <field name="partner_id" nolabel="1" colspan="1"/>
  79                         <button string="Convert to Partner"
  80                             icon="terp-partner" name="%(wizard_crm_lead_partner_create)d"
  81                             type="action" attrs="{'invisible':[('partner_id','!=',False)]}"
  82                         />
  83                     </group>
  84                     <field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)"/>
  85
  86                     <field name="priority" string="Priority"/>
  87                     <newline/>
  88                     <separator colspan="4" string="Lead Details"/>
  89                     <field name="description" nolabel="1" colspan="4"/>
  90
  91                     <separator colspan="4"/>
  92                     <group col="8" colspan="4">
  93                         <field name="state" select="2"/>
  94                         <button name="case_close" string="Done" states="open,draft,pending" type="object"  icon="gtk-close"/>
  95                         <button name="case_open" string="Open" states="draft,pending" type="object"  icon="gtk-go-forward"/>
  96                         <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object"  icon="gtk-cancel"/>
  97                         <button name="case_pending" string="Pending" states="draft,open" type="object"  icon="gtk-media-pause"/>
  98                         <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object"  icon="gtk-go-up"/>
  99                         <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object"  icon="gtk-convert"/>
 100                     </group>
 101                  </page>
 102                  <page string="Events" groups="base.group_extended">
 103                    <field name="child_ids" colspan="4" nolabel="1">
 104                        <tree string="Related Cases">
 105                            <field name="id"/>
 106                            <field name="date"/>
 107                            <field name="name"/>
 108                            <field name="partner_id"/>
 109                            <field name="user_id"/>
 110                            <field name="section_id" widget="selection"/>
 111                            <field name="state"/>
 112                        </tree>
 113                     </field>
 114                  </page>
 115                  <page string="Emails" groups="base.group_extended">
 116                    <group colspan="4">
 117                        <field colspan="4" name="email_cc" string="CC"/>
 118                    </group>
 119                     <field name="history_line" colspan="4" nolabel="1" mode="form,tree">
 120                         <form string="Communication history">
 121                             <group col="7" colspan="4">
 122                                 <field name="date"/>
 123                                 <field name="email"/>
 124                                 <field name="canal_id"/>
 125                                 <button
 126                                    string="Add a CC"
 127                                     name="%(crm.action_view_crm_email_add_cc_wizard)d"
 128                                     icon="gtk-add" type="action"/>
 129                             </group>
 130                             <newline/>
 131                             <field name="description" colspan="4" nolabel="1"/>
 132                             <button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-go-forward" type="action"/>
 133                         </form>
 134                         <tree string="Communication history">
 135                             <field name="description"/>
 136                             <field name="email"/>
 137                             <field name="date"/>
 138                         </tree>
 139                     </field>
 140                     <button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
 141                  </page>
 142                 </notebook>
 143             </form>
 144         </field>
 145     </record>
 146     <record model="ir.ui.view" id="crm_case_tree_view_leads">
 147         <field name="name">CRM - Leads Tree</field>
 148         <field name="model">crm.lead</field>
 149         <field name="type">tree</field>
 150         <field name="arch" type="xml">
 151             <tree string="Leads Tree"  colors="red:state=='open';black:state in ('draft', 'pending');grey: state in ('cancel','done')">
 152                 <field name="id"/>
 153                 <field name="name" string="Lead Subject"/>
 154                 <field name="partner_phone"/>
 155                 <field name="partner_name2" string="Contact Name"/>
 156                 <field name="stage_id"/>
 157                 <field name="categ_id" string="Lead Source"/>
 158                 <field name="category2_id" string="Campaign Type"/>
 159                 <field name="user_id"/>
 160                 <field name="state"/>
 161                 <button name="case_open" string="Open" states="draft,pending" type="object"  icon="gtk-go-forward"/>
 162                 <button name="case_close" string="Done" states="open,draft,pending" type="object"  icon="gtk-close"/>
 163                 <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object"  icon="gtk-go-up"/>
 164                 <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object"  icon="gtk-cancel"/>
 165             </tree>
 166         </field>
 167     </record>
 168     <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 169         <field name="name">CRM - Leads Calendar</field>
 170         <field name="model">crm.lead</field>
 171         <field name="type">calendar</field>
 172         <field name="priority" eval="2"/>
 173         <field name="arch" type="xml">
 174             <calendar string="Meeting For Leads Generation" date_start="date" color="user_id" date_delay="duration">
 175                 <field name="name"/>
 176                 <field name="partner_name"/>
 177                 <field name="partner_name2"/>
 178             </calendar>
 179         </field>
 180     </record>
 181
 182
 183     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 184         <field name="name">CRM - Leads Search</field>
 185         <field name="model">crm.lead</field>
 186         <field name="type">search</field>
 187         <field name="arch" type="xml">
 188             <search string="Search Leads">
 189                <group col="3" colspan="1">
 190                 <filter icon="gtk-home" string="   Today   "
 191                     separator="1"
 192                     domain="[('date','=',time.strftime('%%Y-%%m-%%d'))]"
 193                     help="Todays's Leads"
 194                 />
 195                 <filter icon="gtk-media-rewind" string="    7 Days    "
 196                     separator="1" help="Leads during last 7 days"
 197                     domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d')), ('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 198                 />
 199                </group>
 200                <separator orientation="vertical"/>
 201                <group col="6" colspan="2">
 202                    <field name="name" select="1"/>
 203                    <field name="user_id" select="1" widget="selection">
 204                            <filter icon="terp-partner"
 205                                domain="[('user_id','=',uid)]" help="My Leads"
 206                                default="1"
 207                            />
 208                            <filter icon="terp-crm"
 209                                domain="[('user_id','child_of',[uid])]"
 210                                help="My department's Leads"
 211                            />
 212                    </field>
 213                    <field name="state" select="1">
 214                        <filter icon="gtk-new" domain="[('state','=','draft')]" help="Draft Leads"/>
 215                        <filter icon="gtk-yes" domain="[('state','=','open')]" help="Open Leads"/>
 216                    </field>
 217                                         <field name="section_id" select="1" widget="selection" string="Section">
 218                                                 <filter icon="terp-crm"
 219                                domain="[('section_id','=',context.get('section_id',False))]"
 220                                help="My section"
 221                            />
 222                                         </field>
 223                </group>
 224            </search>
 225         </field>
 226     </record>
 227
 228
 229 </data>
 230 </openerp>