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"/>
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)" />
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"/>
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">
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"/>
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"/>
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"/>
58 <label for="description" colspan="2"/>
59 <field name="description" nolabel="1" colspan="2"/>
62 <div class="oe_chatter">
63 <field name="message_follower_ids" widget="mail_followers"/>
64 <field name="message_ids" widget="mail_thread" readonly="1"/>
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">
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"/>
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">
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"/>
105 <field name="date_action" readonly="1"/>
106 <field name="title_action" readonly="1"/>
107 <field name="priority" string="Priority" readonly="1"/>
109 <field name="type" invisible="1" readonly="1"/>
111 <notebook colspan="4">
112 <page string="Opportunity">
114 <separator string="Contact" colspan="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"/>
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"/>
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"/>
142 <separator string="Categorization" colspan="2"/>
143 <field name="type_id" readonly="1"/>
144 <field name="channel_id" readonly="1"/>
147 <separator string="Details" />
148 <field name="description" nolabel="1" colspan="4"/>
152 <div class="oe_chatter">
153 <field name="message_follower_ids" widget="mail_followers"/>
154 <field name="message_ids" widget="mail_thread" readonly="1"/>
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>
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"/>
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"/>
185 <!-- opportunities -->
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>
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"/>
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"/>
210 <menuitem name="Leads & 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"/>