addons/crm_channel/crm_portal_view.xml

   1 <openerp>
   2     <data>
   3     <!-- lead views-->
   4         <record model="ir.ui.view" id="crm_lead_portal_tree">
   5             <field name="name">partner lead</field>
   6             <field name="model">crm.lead</field>
   7             <field name="priority" eval="32"/>
   8             <field name="arch" type="xml">
   9             <tree string="Leads" colors="blue:state=='pending';grey:state in ('cancel', 'done');red:stage_id[1]=='Disinterested';black:stage_id[1]=='Interested'">
  10               <field name="date_deadline" invisible="1"/>
  11               <field name="create_date"/>
  12               <field name="name" string="Subject"/>
  13               <field name="contact_name"/>
  14               <field name="country_id" invisible="context.get('invisible_country', True)" />
  15               <field name="email_from"/>
  16               <field name="phone"/>
  17               <field name="stage_id" invisible="1"/>
  18               <field name="type_id" invisible="1"/>
  19               <field name="referred" invisible="1"/>
  20               <field name="channel_id" invisible="1"/>
  21               <field name="state" invisible="1"/>
  22               <field name="section_id" invisible="context.get('invisible_section', True)" />
  23
  24               <button string="I'm interested" name="case_interested" icon="gtk-index" type="object"/>
  25               <button string="I'm not interested" name="case_disinterested" icon="gtk-close" type="object"/>
  26             </tree>
  27             </field>
  28         </record>
  29         <record model= "ir.ui.view" id="crm_lead_portal_form">
  30             <field name="name">crm_portal_form</field>
  31             <field name="model">crm.lead</field>
  32             <field name="priority" eval="32"/>
  33             <field name="arch" type="xml">
  34               <form string="Leads" version="7.0">
  35                 <header>
  36                   <button string="I'm interested" name="case_interested" icon="gtk-index" type="object"/>
  37                   <button string="I'm not interested" name="case_disinterested" icon="gtk-close" type="object"/>
  38                 </header>
  39                 <sheet>
  40                   <group>
  41                     <field name="priority" readonly="1"/>
  42                     <field name="type" invisible="1" readonly="1"/>
  43                     <field name="partner_name" string="Partner Name" readonly="1"/>
  44                     <field name="stage_id" string="Interest Status"/>
  45                   </group>
  46                   <notebook>
  47                     <page string='Lead'>
  48                       <group col="2">
  49                         <separator string="Contact" colspan="2"/>
  50                         <group col="2">
  51                            <field name="contact_name" readonly="1"/>
  52                            <field domain="[('domain', '=', 'contact')]" name="title" widget="selection" readonly="1"/>
  53                            <field name="function" readonly="1"/>
  54                            <field name="street" readonly="1"/>
  55                            <field name="street2" readonly="1"/>
  56                         </group>
  57                         <group col="2">
  58                            <field name="zip" readonly="1"/>
  59                            <field name="city" readonly="1"/>
  60                            <field name="country_id" readonly="1"/>
  61                            <field name="state_id" readonly="1"/>
  62                         </group>
  63                       </group>
  64                       <group col="2">
  65                         <group col="2">
  66                            <separator string="Communication" colspan="2"/>
  67                            <field name="email_from" readonly="1"/>
  68                            <field name="phone" readonly="1"/>
  69                            <field name="fax" readonly="1"/>
  70                            <field name="mobile" readonly="1"/>
  71                         </group>
  72                       </group>
  73                       <separator string="Details" />
  74                       <field name="description" nolabel="1" />
  75                     </page>
  76                   </notebook>
  77                 </sheet>
  78               </form>
  79             </field>
  80         </record>
  81         <!-- opportunity views-->
  82         <record model="ir.ui.view" id="crm_opportunity_portal_tree">
  83             <field name="name">partner lead</field>
  84             <field name="model">crm.lead</field>
  85             <field name="priority" eval="32"/>
  86             <field name="arch" type="xml">
  87                <tree string="Leads" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
  88                    <field name="date_deadline" invisible="1"/>
  89                    <field name="create_date" groups="base.group_no_one"/>
  90                    <field name="name" string="Opportunity"/>
  91                    <field name="partner_id" string="Customer"/>
  92                    <field name="country_id" invisible="context.get('invisible_country', True)" />
  93                    <field name="date_action"/>
  94                    <field name="title_action" />
  95                    <field name="channel_id" invisible="1"/>
  96                    <field name="type_id" invisible="1"/>
  97                    <field name="planned_revenue" sum="Expected Revenues"/>
  98                    <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
  99                    <field name="section_id" invisible="context.get('invisible_section', True)" />
 100                    <field name="priority" invisible="1"/>
 101                    <field name="state" invisible="1"/>
 102                </tree>
 103             </field>
 104         </record>
 105         <record model= "ir.ui.view" id="crm_opportunity_portal_form">
 106             <field name="name">crm_portal_form</field>
 107             <field name="model">crm.lead</field>
 108             <field name="priority" eval="32"/>
 109             <field name="arch" type="xml">
 110               <form string="Leads" version="7.0">
 111                 <sheet>
 112                 <group>
 113                     <field name="name"  required="1" string="Opportunity"/>
 114                     <field name="planned_revenue" readonly="1"/>
 115                     <field name="probability" readonly="1"/>
 116                     <field name="date_deadline"/>
 117                     <newline/>
 118                     <field name="date_action" readonly="1"/>
 119                     <field name="title_action" readonly="1"/>
 120                     <field name="priority" string="Priority" readonly="1"/>
 121                     <newline/>
 122                     <field name="type" invisible="1" readonly="1"/>
 123                 </group>
 124                 <notebook colspan="4">
 125                 <page string="Opportunity">
 126                     <group col="2">
 127                       <separator string="Contact" colspan="2"/>
 128                       <group col="2">
 129                           <field name="partner_id" select="1"
 130                             on_change="onchange_partner_id(partner_id, email_from)" string="Customer"
 131                             colspan="2" readonly="1"/>
 132                           <field name="partner_name" string="Customer Name" readonly="1"/>
 133                           <field domain="[('domain', '=', 'contact')]" name="title" widget="selection" readonly="1"/>
 134                           <field name="function" readonly="1"/>
 135                           <field name="street" readonly="1"/>
 136                           <field name="street2" readonly="1"/>
 137                       </group>
 138                       <group col="2">
 139                          <field name="zip" readonly="1"/>
 140                          <field name="city" readonly="1"/>
 141                          <field name="country_id" readonly="1"/>
 142                          <field name="state_id" readonly="1"/>
 143                          <field name="phone" readonly="1"/>
 144                       </group>
 145                     </group>
 146                     <group col="2">
 147                       <group col="2">
 148                          <separator string="Communication" colspan="2"/>
 149                          <field name="email_from" readonly="1"/>
 150                          <field name="phone" readonly="1"/>
 151                          <field name="fax" readonly="1"/>
 152                          <field name="mobile" readonly="1"/>
 153                       </group>
 154                       <group col="2">
 155                          <separator string="Categorization" colspan="2"/>
 156                         <field name="type_id" widget="selection" readonly="1"/>
 157                         <field name="channel_id" widget="selection" readonly="1"/>
 158                       </group>
 159                     </group>
 160                     <separator string="Details" />
 161                     <field name="description" nolabel="1" colspan="4"/>
 162                 </page>
 163                 </notebook>
 164               </sheet>
 165               </form>
 166             </field>
 167         </record>
 168
 169
 170     <!-- leads -->
 171
 172        <record id="action_portal_leads" model="ir.actions.act_window">
 173           <field name="name">Leads</field>
 174           <field name="res_model">crm.lead</field>
 175           <field name="view_mode">tree,form</field>
 176           <field name="view_id" ref="crm_lead_portal_tree"/>
 177           <field name="domain">[('type','like','lead')]</field>
 178       </record>
 179
 180       <record id="action_portal_lead_tree" model="ir.actions.act_window.view">
 181           <field name="sequence" eval="0"/>
 182           <field name="view_mode">tree</field>
 183           <field name="view_id" ref="crm_lead_portal_tree"/>
 184           <field name="act_window_id" ref="action_portal_leads"/>
 185       </record>
 186
 187       <record id="action_portal_lead_form" model="ir.actions.act_window.view">
 188           <field name="sequence" eval="1"/>
 189           <field name="view_mode">form</field>
 190           <field name="view_id" ref="crm_lead_portal_form"/>
 191           <field name="act_window_id" ref="action_portal_leads"/>
 192       </record>
 193
 194     <!-- opportunities -->
 195
 196       <record id="action_portal_opportunities" model="ir.actions.act_window">
 197           <field name="name">Opportunities</field>
 198           <field name="res_model">crm.lead</field>
 199           <field name="view_mode">tree,form</field>
 200           <field name="view_id" ref="crm_opportunity_portal_tree"/>
 201           <field name="domain">[('type','like','opportunity')]</field>
 202       </record>
 203
 204       <record id="action_portal_opportunities_tree" model="ir.actions.act_window.view">
 205           <field name="sequence" eval="0"/>
 206           <field name="view_mode">tree</field>
 207           <field name="view_id" ref="crm_opportunity_portal_tree"/>
 208           <field name="act_window_id" ref="action_portal_opportunities"/>
 209       </record>
 210
 211       <record id="action_portal_opportunities_form" model="ir.actions.act_window.view">
 212           <field name="sequence" eval="1"/>
 213           <field name="view_mode">form</field>
 214           <field name="view_id" ref="crm_opportunity_portal_form"/>
 215           <field name="act_window_id" ref="action_portal_opportunities"/>
 216       </record>
 217
 218       <!--menus-->
 219       <menuitem name="Leads &amp; Opportunities" id="portal_leads" parent="portal.portal_menu" sequence="25"/>
 220       <menuitem action="action_portal_leads" sequence="0" id="openerp_portal_menu_sales_leads_current" parent="portal_leads"/>
 221       <menuitem action="action_portal_opportunities" sequence="1" id="openerp_portal_menu_sales_leads_current1" parent="portal_leads"/>
 222
 223     </data>
 224 </openerp>