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