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.case.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                                 <field name="object_id" domain="[('model','ilike','crm.lead')]"/>
  19             </form>
  20         </field>
  21     </record>
  22     <record id="crm_lead_categ_view_tree" model="ir.ui.view">
  23         <field name="name">crm.lead.categ.tree</field>
  24         <field name="model">crm.case.categ</field>
  25         <field name="type">tree</field>
  26         <field name="arch" type="xml">
  27             <tree string="Lead Category">
  28                 <field name="name"/>
  29                 <field name="probability"/>
  30                 <field name="section_id"/>
  31             </tree>
  32         </field>
  33     </record>
  34
  35     <record id="crm_lead_categ_action" model="ir.actions.act_window">
  36         <field name="name">Lead Categories</field>
  37         <field name="res_model">crm.case.categ</field>
  38         <field name="view_type">form</field>
  39         <field name="view_id" ref="crm_lead_categ_view_tree"/>
  40                 <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
  41     </record>
  42
  43     <menuitem action="crm_lead_categ_action" id="menu_crm_case_lead-act" parent="crm.menu_crm_case_categ"/>
  44                 # ------------------------------------------------------
  45             # Stage
  46             # ------------------------------------------------------
  47             <record model="ir.ui.view" id="crm_lead_stage_tree">
  48                 <field name="name">crm.lead.stage.tree</field>
  49                 <field name="model">crm.case.stage</field>
  50                 <field name="type">tree</field>
  51                 <field name="arch" type="xml">
  52                     <tree string="Stages">
  53                         <field name="sequence"/>
  54                         <field name="name"/>
  55                         <field name="section_id"/>
  56                     </tree>
  57                 </field>
  58             </record>
  59             <record model="ir.ui.view" id="crm_lead_stage_form">
  60                 <field name="name">crm.lead.stage.form</field>
  61                 <field name="model">crm.case.stage</field>
  62                 <field name="type">form</field>
  63                 <field name="arch" type="xml">
  64                     <form string="Stage">
  65                         <field name="name" select="1"/>
  66                         <field name="section_id" select="1" widget="selection"/>
  67                         <field name="object_id" domain="[('model','ilike','crm.lead')]"/>
  68                         <field name="sequence"/>
  69                     </form>
  70                 </field>
  71             </record>
  72             <record id="crm_lead_stage_act" model="ir.actions.act_window">
  73                 <field name="name">Lead Stages</field>
  74                 <field name="res_model">crm.case.stage</field>
  75                 <field name="view_type">form</field>
  76                 <field name="view_id" ref="crm_lead_stage_tree"/>
  77                         <field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
  78             </record>
  79           <menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" parent="crm.menu_crm_case_stage"/>
  80     # ------------------------------------------------------
  81     # Leads
  82     # ------------------------------------------------------
  83
  84     <record model="ir.ui.view" id="crm_case_form_view_leads">
  85         <field name="name">CRM - Leads Form</field>
  86         <field name="model">crm.lead</field>
  87         <field name="type">form</field>
  88         <field name="arch" type="xml">
  89             <form string="Leads Form">
  90                 <group colspan="4" col="7">
  91                     <field name="name" select="1" string="Lead Subject"/>
  92                     <field name="section_id" colspan="1" widget="selection"/>
  93                     <field name="user_id" select="2"/>
  94                     <newline/>
  95                     <label string="Stage: " align="1.0"/>
  96                     <group colspan="1" col="2">
  97                         <field name="stage_id" select="1" nolabel="1"/>
  98                         <button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
  99                     </group>
 100                     <field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Lead Source"/>
 101                     <field name="type_id" string="Campaign Type" select="1"/>
 102                 </group>
 103                 <group colspan="2" col="4">
 104                         <field name="opportunity_id" string="Opportunity Case"/>
 105                         <button string="Convert to Opportunity" name="%(wizard_crm_lead_opportunity_set)d" icon="gtk-index" type="action"/>
 106                 </group>
 107                 <notebook colspan="4">
 108                 <page string="Leads">
 109                     <separator string="Lead Information" colspan="4"/>
 110                     <field name="partner_name" string="Lead Name"/>
 111                     <field name="partner_name2" string="Contact Name"/>
 112                     <field name="partner_phone"/>
 113                     <field name="partner_mobile"/>
 114                     <field name="email_from" string="Lead Email"/>
 115                     <newline/>
 116                     <label string="Partner:" align="1.0"/>
 117                     <group colspan="1" col="2">
 118                         <field name="partner_id" nolabel="1" colspan="1"/>
 119                         <button string="Convert to Partner"
 120                             icon="terp-partner" name="%(wizard_crm_lead_partner_create)d"
 121                             type="action" attrs="{'invisible':[('partner_id','!=',False)]}"
 122                         />
 123                     </group>
 124                     <field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)"/>
 125
 126                     <field name="priority" string="Priority"/>
 127                     <newline/>
 128                     <separator colspan="4" string="Lead Details"/>
 129                     <field name="description" nolabel="1" colspan="4"/>
 130
 131                     <separator colspan="4"/>
 132                     <group col="8" colspan="4">
 133                         <field name="state" select="2"/>
 134                         <button name="case_close" string="Done" states="open,draft,pending" type="object"  icon="gtk-close"/>
 135                         <button name="case_open" string="Open" states="draft,pending" type="object"  icon="gtk-go-forward"/>
 136                         <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object"  icon="gtk-cancel"/>
 137                         <button name="case_pending" string="Pending" states="draft,open" type="object"  icon="gtk-media-pause"/>
 138                         <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object"  icon="gtk-go-up"/>
 139                         <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object"  icon="gtk-convert"/>
 140                     </group>
 141                  </page>
 142                  <page string="Emails" groups="base.group_extended">
 143                    <group colspan="4">
 144                        <field colspan="4" name="email_cc" string="CC"/>
 145                    </group>
 146                     <field name="history_line" colspan="4" nolabel="1" mode="form,tree">
 147                         <form string="Communication history">
 148                             <group col="7" colspan="4">
 149                                 <field name="date"/>
 150                                 <field name="email"/>
 151                                 <field name="canal_id"/>
 152                                 <button
 153                                    string="Add a CC"
 154                                     name="%(crm.action_view_crm_email_add_cc_wizard)d"
 155                                     icon="gtk-add" type="action"/>
 156                             </group>
 157                             <newline/>
 158                             <field name="description" colspan="4" nolabel="1"/>
 159                             <button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-go-forward" type="action"/>
 160                         </form>
 161                         <tree string="Communication history">
 162                             <field name="description"/>
 163                             <field name="email"/>
 164                             <field name="date"/>
 165                         </tree>
 166                     </field>
 167                     <button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
 168                  </page>
 169                 </notebook>
 170             </form>
 171         </field>
 172     </record>
 173     <record model="ir.ui.view" id="crm_case_tree_view_leads">
 174         <field name="name">CRM - Leads Tree</field>
 175         <field name="model">crm.lead</field>
 176         <field name="type">tree</field>
 177         <field name="arch" type="xml">
 178             <tree string="Leads Tree"  colors="red:state=='open';black:state in ('draft', 'pending');grey: state in ('cancel','done')">
 179                 <field name="id"/>
 180                 <field name="name" string="Lead Subject"/>
 181                 <field name="partner_phone"/>
 182                 <field name="partner_name2" string="Contact Name"/>
 183                 <field name="stage_id"/>
 184                 <field name="categ_id" string="Lead Source"/>
 185                 <field name="type_id" string="Campaign Type"/>
 186                 <field name="user_id"/>
 187                 <field name="state"/>
 188                 <button name="case_open" string="Open" states="draft,pending" type="object"  icon="gtk-go-forward"/>
 189                 <button name="case_close" string="Done" states="open,draft,pending" type="object"  icon="gtk-close"/>
 190                 <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object"  icon="gtk-go-up"/>
 191                 <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object"  icon="gtk-cancel"/>
 192             </tree>
 193         </field>
 194     </record>
 195     <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 196         <field name="name">CRM - Leads Calendar</field>
 197         <field name="model">crm.lead</field>
 198         <field name="type">calendar</field>
 199         <field name="priority" eval="2"/>
 200         <field name="arch" type="xml">
 201             <calendar string="Meeting For Leads Generation" date_start="date" color="user_id" date_delay="duration">
 202                 <field name="name"/>
 203                 <field name="partner_name"/>
 204                 <field name="partner_name2"/>
 205             </calendar>
 206         </field>
 207     </record>
 208
 209
 210     <record id="view_crm_case_leads_filter" model="ir.ui.view">
 211         <field name="name">CRM - Leads Search</field>
 212         <field name="model">crm.lead</field>
 213         <field name="type">search</field>
 214         <field name="arch" type="xml">
 215             <search string="Search Leads">
 216                <group col="3" colspan="1">
 217                 <filter icon="gtk-home" string="   Today   "
 218                     separator="1"
 219                     domain="[('date','=',time.strftime('%%Y-%%m-%%d'))]"
 220                     help="Todays's Leads"
 221                 />
 222                 <filter icon="gtk-media-rewind" string="    7 Days    "
 223                     separator="1" help="Leads during last 7 days"
 224                     domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d')), ('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 225                 />
 226                </group>
 227                <separator orientation="vertical"/>
 228                <group col="6" colspan="2">
 229                    <field name="name" select="1"/>
 230                    <field name="user_id" select="1" widget="selection">
 231                            <filter icon="terp-partner"
 232                                domain="[('user_id','=',uid)]" help="My Leads"
 233                                default="1"
 234                            />
 235                            <filter icon="terp-crm"
 236                                domain="[('user_id','child_of',[uid])]"
 237                                help="My department's Leads"
 238                            />
 239                    </field>
 240                    <field name="state" select="1">
 241                        <filter icon="gtk-new" domain="[('state','=','draft')]" help="Draft Leads"/>
 242                        <filter icon="gtk-yes" domain="[('state','=','open')]" help="Open Leads"/>
 243                    </field>
 244                                         <field name="section_id" select="1" widget="selection" string="Section">
 245                                                 <filter icon="terp-crm"
 246                                domain="[('section_id','=',context.get('section_id',False))]"
 247                                help="My section"
 248                            />
 249                                         </field>
 250                </group>
 251            </search>
 252         </field>
 253     </record>
 254
 255
 256 </data>
 257 </openerp>