addons/crm_configuration/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.case</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"/>
  18                         <label string="Stage: " align="1.0"/>
  19                         <group colspan="1" col="2">
  20                             <field name="stage_id" select="1" nolabel="1"/>
  21                             <button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
  22                         </group>
  23                     <button string="Convert to Partner" icon="terp-crm" name="%(wizard_crm_partner_create)d" type="action" attrs="{'invisible':[('partner_id','!=',False)]}"/>
  24                     <field name="user_id" select="2"/>
  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_opportunity_set)d" icon="gtk-go-forward" type="action"/>
  28                 </group>
  29                 <notebook colspan="4">
  30                 <page string="Leads">
  31                     <separator string="Prospect Information" colspan="4"/>
  32                     <field name="partner_name" string="Prospect 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="Prospect Email"/>
  37                     <newline/>
  38                     <field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)"/>
  39                     <field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)"/>
  40
  41                     <field name="priority" string="Priority"/>
  42                     <newline/>
  43                     <separator colspan="4" string="Lead Details"/>
  44                     <field name="note" nolabel="1" colspan="4"/>
  45
  46                     <separator colspan="4"/>
  47                     <group col="8" colspan="4">
  48                         <field name="state" select="2"/>
  49                         <button name="case_close" string="Done" states="open,draft,pending" type="object"/>
  50                         <button name="case_open" string="Open" states="draft,pending" type="object"/>
  51                         <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object"/>
  52                         <button name="case_pending" string="Pending" states="draft,open" type="object"/>
  53                         <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object"/>
  54                         <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object"/>
  55                     </group>
  56                  </page>
  57
  58                  <page string="Extra Info" groups="base.group_extended">
  59                     <field name="id" select="2"/>
  60                     <field name="active" select="2"/>
  61                     <field name="email_cc" colspan="2"/>
  62                     <newline/>
  63                     <field name="planned_revenue"/>
  64                     <field name="planned_cost"/>
  65                     <field name="probability"/>
  66                     <separator colspan="4" string="Dates"/>
  67                     <field name="create_date"/>
  68                     <field name="date_closed"/>
  69                     <field name="date_action_last"/>
  70                     <field name="date"/>
  71                     <separator colspan="4"/>
  72                     <field name="history_line" colspan="2" nolabel="1" mode="tree,form">
  73                         <form string="Communication history">
  74                             <group col="6" colspan="4">
  75                                 <field name="date"/>
  76                                 <field name="email"/>
  77                                 <field name="canal_id"/>
  78                             </group>
  79                             <newline/>
  80                             <field name="description" colspan="4" nolabel="1"/>
  81                         </form>
  82                         <tree string="Communication history">
  83                             <field name="description"/>
  84                             <field name="email"/>
  85                             <field name="date"/>
  86                         </tree>
  87                     </field>
  88                     <group col="2" colspan="2" expand="1">
  89                         <field name="canal_id"/>
  90                         <field name="som"/>
  91                         <button name="add_reply" string="Add Last Mail for Replying"
  92                             states="open" type="object" colspan="2"/>
  93                         <field name="description" colspan="2" nolabel="1"/>
  94                         <button name="case_log_reply"
  95                             string="Send Prospect &amp; Historize" states="open"
  96                             type="object"/>
  97                         <button name="case_log" string="Historize" states="open"
  98                             type="object"/>
  99                     </group>
 100
 101                     <separator colspan="4" string="References"/>
 102                     <field name="ref" colspan="4"/>
 103                     <field name="ref2" colspan="4"/>
 104                  </page>
 105                  <page string="History">
 106                     <field name="log_ids" nolabel="1" colspan="4">
 107                         <form string="Actions">
 108                             <separator string="Action Information" colspan="4"/>
 109                             <field name="name" colspan="4"/>
 110                             <field name="date"/>
 111                             <field name="user_id"/>
 112                             <field name="som"/>
 113                             <field name="canal_id"/>
 114                         </form>
 115                     </field>
 116                  </page>
 117                 </notebook>
 118             </form>
 119         </field>
 120     </record>
 121     <record model="ir.ui.view" id="crm_case_tree_view_leads">
 122         <field name="name">CRM - Leads Tree</field>
 123         <field name="model">crm.case</field>
 124         <field name="type">tree</field>
 125         <field name="arch" type="xml">
 126             <tree string="Leads Tree"  colors="red:state=='open'">
 127                 <field name="id"/>
 128                 <field name="name" string="Lead Subject"/>
 129                 <field name="partner_phone"/>
 130                 <field name="partner_name2" string="Contact Name"/>
 131                 <field name="stage_id"/>
 132                 <field name="categ_id" string="Lead Source"/>
 133                 <field name="category2_id" string="Campaign Type"/>
 134                 <field name="user_id"/>
 135                 <field name="state"/>
 136             </tree>
 137         </field>
 138     </record>
 139     <record model="ir.ui.view" id="crm_case_calendar_view_leads">
 140         <field name="name">CRM - Leads Calendar</field>
 141         <field name="model">crm.case</field>
 142         <field name="type">calendar</field>
 143         <field name="priority" eval="2"/>
 144         <field name="arch" type="xml">
 145             <calendar string="Meeting For Leads Generation" date_start="date" color="user_id" date_delay="duration">
 146                 <field name="name"/>
 147                 <field name="partner_name"/>
 148                 <field name="partner_name2"/>
 149             </calendar>
 150         </field>
 151     </record>
 152 </data>
 153 </openerp>