<?xml version="1.0"?>
<openerp>
-<data>
-
- <!-- Stage Search view -->
- <record id="crm_lead_stage_search" model="ir.ui.view">
- <field name="name">Stage - Search</field>
- <field name="model">crm.case.stage</field>
- <field name="type">search</field>
- <field name="arch" type="xml">
- <search string="Stage Search">
- <field name="name"/>
- </search>
- </field>
- </record>
-
- <!--Lead Stage Form view -->
- <record id="crm_lead_stage_act" model="ir.actions.act_window">
- <field name="name">Stages</field>
- <field name="res_model">crm.case.stage</field>
- <field name="view_type">form</field>
- <field name="view_id" ref="crm.crm_case_stage_tree"/>
- <field name="help">Add specific stages to leads and opportunities allowing your sales to better organise their sales pipeline. Stages will allow them to easily track how a specific lead or opportunity is positioned in the sales cycle.</field>
- </record>
+ <data>
+
+ <!--
+ CRM CASE STAGE
+ -->
+
+ <!-- Stage Search view -->
+ <record id="crm_lead_stage_search" model="ir.ui.view">
+ <field name="name">Stage - Search</field>
+ <field name="model">crm.case.stage</field>
+ <field name="type">search</field>
+ <field name="arch" type="xml">
+ <search string="Stage Search">
+ <field name="name"/>
+ <field name="state"/>
+ <field name="type"/>
+ </search>
+ </field>
+ </record>
- <menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" name="Stages"
- sequence="0"
- parent="base.menu_crm_config_lead" />
+ <!-- Stage Form view -->
+ <record id="crm_lead_stage_act" model="ir.actions.act_window">
+ <field name="name">Stages</field>
+ <field name="res_model">crm.case.stage</field>
+ <field name="view_type">form</field>
+ <field name="view_id" ref="crm.crm_case_stage_tree"/>
+ <field name="help">Add specific stages to leads and opportunities allowing your sales to better organise their sales pipeline. Stages will allow them to easily track how a specific lead or opportunity is positioned in the sales cycle.</field>
+ </record>
+ <menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" name="Stages" sequence="0" parent="base.menu_crm_config_lead" />
- <!-- Lead/Opportunity Categories Action -->
+ <!--
+ LEADS/OPPORTUNITIES CATEGORIES
+ -->
+ <!-- Categories Form View -->
<record id="crm_lead_categ_action" model="ir.actions.act_window">
<field name="name">Categories</field>
<field name="res_model">crm.case.categ</field>
id="menu_crm_lead_categ" name="Categories"
parent="base.menu_crm_config_lead" sequence="1" groups="base.group_no_one"/>
+ <!--
+ LEADS
+ -->
<!-- CRM Lead Form View -->
<record model="ir.ui.view" id="crm_case_form_view_leads">
<field name="model">crm.lead</field>
<field name="type">form</field>
<field name="arch" type="xml">
- <form string="Leads Form" layout="manual">
- <div class="oe_form_topbar">
- <button name="%(crm.action_crm_lead2opportunity_partner)d" type="action"
- string="Convert to Opportunity" help="Convert to Opportunity" icon="gtk-go-forward"/>
+ <form string="Leads Form" version="7.0">
+ <header>
+ <button name="%(crm.action_crm_lead2opportunity_partner)d" string="Convert to Opportunity" type="action"
+ states="draft,open,pending" help="Convert to Opportunity" class="oe_form_button_active_flow"/>
+ <button name="case_escalate" string="Escalate" type="object" class="oe_form_button_return_flow"
+ states="draft,open,pending"/>
+ <button name="case_reset" string="Reset" type="object"
+ states="cancel"/>
<button name="case_cancel" string="Cancel" type="object"
- states="draft,open,pending" icon="gtk-cancel"/>
- <div class="oe_clear"/>
- </div>
- <sheet layout="auto">
- <group colspan="4" col="7">
- <field name="name" required="1" string="Subject"/>
- <field name="priority"/>
- <field name="categ_id"
- widget="selection"
- domain="[('object_id.model','=','crm.lead')]"/>
- <newline />
- <field name="user_id" />
- <field name="section_id" widget="selection" />
- <field name="type" invisible="1"/>
- </group>
- <notebook colspan="4">
- <page string="Lead">
- <group colspan="4" col="2">
- <field name="partner_name" string="Company Name" />
- </group>
- <group colspan="2" col="4">
- <separator string="Contact" colspan="4" col="4"/>
- <field name="contact_name" colspan="4"/>
- <newline/>
- <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
- <field name="function" />
- <field name="street" colspan="4"/>
- <field name="street2" colspan="4"/>
- <field name="zip"/>
- <field name="city"/>
- <field name="country_id"/>
- <field name="state_id"/>
- </group>
- <group colspan="2" col="3">
- <separator string="Communication" colspan="4" col="3"/>
- <field name="email_from" widget="email"/>
- <button string="Mail"
- name="%(mail.action_email_compose_message_wizard)d"
- icon="terp-mail-message-new" type="action" colspan="1"/>
- <newline/>
- <field name="phone"/>
- <newline/>
- <field name="fax"/>
- <newline/>
- <field name="mobile"/>
- <newline/>
- <separator string="Links" colspan="4" col="3"/>
- <field name="partner_id" string="Customer"/>
- <button
- name="%(action_crm_lead2partner)d"
- icon="terp-partner" type="action"
- string="Create"
- attrs="{'invisible':[('partner_id','!=',False)]}"/>
- </group>
- <separator colspan="4" string="Notes"/>
- <field name="description" nolabel="1" colspan="4"/>
- </page>
- <page string="Extra Info">
- <group colspan="2" col="2">
- <separator string="Categorization" colspan="2" col="2"/>
- <field name="company_id"
- groups="base.group_multi_company"
- widget="selection" colspan="2" />
- <field name="type_id" select="1" widget="selection"/>
- <field name="channel_id" select="1" widget="selection"/>
- <field name="referred"/>
- <field name="state" groups="base.group_no_one"/>
- </group>
- <group colspan="2" col="2">
- <separator string="Mailings" colspan="2" col="2"/>
- <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
- <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
- </group>
- <group colspan="2" col="2" groups="base.group_no_one">
- <separator string="Statistics" colspan="2" col="2"/>
- <field name="day_open"/>
- <field name="day_close"/>
+ states="draft,open,pending"/>
+ <field name="stage_id" widget="statusbar"
+ on_change="onchange_stage_id(stage_id)"/>
+ </header>
+ <sheet>
+ <label for="name" class="oe_form_readonly_hidden" string="Lead Description"/>
+ <h1><field name="name" placeholder="Describe the lead..."/></h1>
+ <group>
+ <group>
+ <field name="user_id" />
+ <field name="section_id" widget="selection" />
+ <field name="type" invisible="1"/>
+ </group>
+ <group>
+ <field name="priority"/>
+ <field name="categ_id"
+ widget="selection"
+ domain="[('object_id.model','=','crm.lead')]"/>
+ </group>
+ <group>
+ <field name="partner_name" string="Company Name"/>
+ <field name="partner_id" string="Customer"/>
+ <label for="street" string="Address"/>
+ <div>
+ <field name="street" placeholder="Street..."/>
+ <field name="street2"/>
+ <div>
+ <field name="zip" class="oe_form_inline" placeholder="ZIP"/>
+ <field name="city" class="oe_form_inline" placeholder="City"/>
+ </div>
+ <field name="state_id" placeholder="State"/>
+ <field name="country_id" placeholder="Country"/>
+ </div>
+ </group>
+ <group>
+ <field name="contact_name" />
+ <field name="email_from" widget="email"/>
+ <field name="function" />
+ <field domain="[('domain', '=', 'contact')]" name="title"/>
+ <field name="phone"/>
+ <field name="mobile"/>
+ <field name="fax"/>
+ <!--
+ This should be integrated in Open Chatter
+ <button string="Mail"
+ name="%(mail.action_email_compose_message_wizard)d"
+ icon="terp-mail-message-new" type="action" colspan="1"/>
+ -->
+ </group>
</group>
- </page>
- </notebook>
+ <notebook colspan="4">
+ <page string="Notes">
+ <field name="description"/>
+ </page>
+ <page string="Extra Info">
+ <group>
+ <group string="Categorization">
+ <field name="company_id"
+ groups="base.group_multi_company"
+ widget="selection" colspan="2" />
+ <field name="type_id" widget="selection"/>
+ <field name="channel_id" widget="selection"/>
+ <field name="referred"/>
+ <field name="state" groups="base.group_no_one"/>
+ </group>
+ <group string="Mailings">
+ <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
+ <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
+ </group>
+ </group>
+ </page>
+ </notebook>
</sheet>
<div class="oe_form_bottom">
- <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
+ <field name="message_ids" widget="ThreadView"/>
</div>
</form>
</field>
- </record>
-
- <!-- CRM Lead Tree View -->
-
- <record model="ir.ui.view" id="crm_case_tree_view_leads">
- <field name="name">Leads</field>
- <field name="model">crm.lead</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree string="Leads" fonts="bold:needaction_pending==True" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
- <field name="needaction_pending" invisible="1"/>
- <field name="date_deadline" invisible="1"/>
- <field name="create_date" groups="base.group_no_one"/>
- <field name="name" string="Subject"/>
- <field name="contact_name"/>
- <field name="country_id" invisible="context.get('invisible_country', True)" />
- <field name="email_from"/>
- <field name="phone"/>
-
- <field name="categ_id" invisible="1"/>
- <field name="type_id" invisible="1"/>
- <field name="referred" invisible="1"/>
- <field name="channel_id" invisible="1"/>
- <field name="subjects" invisible="1"/>
-
- <field name="stage_id"/>
- <button name="stage_previous" string="Previous Stage"
- states="open,pending" type="object" icon="gtk-go-back" />
- <button name="stage_next" string="Next Stage"
- states="open,pending" type="object"
- icon="gtk-go-forward" />
- <field name="section_id" invisible="context.get('invisible_section', True)" />
- <field name="user_id" />
- <field name="state" groups="base.group_no_one"/>
- <button name="case_open" string="Open"
- states="draft,pending" type="object"
- icon="gtk-go-forward" groups="base.group_no_one"/>
- <button name="case_close" string="Close"
- states="open,draft,pending" type="object"
- icon="gtk-close" groups="base.group_no_one"/>
- <button name="%(crm.action_crm_lead2opportunity_partner)d"
- string="Convert to Opportunity"
- states="draft,open,pending" icon="gtk-index"
- type="action" />
- <button name="case_escalate" string="Escalate"
- states="open,draft,pending" type="object"
- icon="gtk-go-up" />
- </tree>
- </field>
- </record>
+ </record>
- <!-- CRM Lead Calendar View -->
+ <!-- CRM Lead Tree View -->
+ <record model="ir.ui.view" id="crm_case_tree_view_leads">
+ <field name="name">Leads</field>
+ <field name="model">crm.lead</field>
+ <field name="type">tree</field>
+ <field name="arch" type="xml">
+ <tree string="Leads" fonts="bold:needaction_pending==True" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
+ <field name="needaction_pending" invisible="1"/>
+ <field name="date_deadline" invisible="1"/>
+ <field name="create_date" groups="base.group_no_one"/>
+ <field name="name"/>
+ <field name="contact_name"/>
+ <field name="country_id" invisible="context.get('invisible_country', True)" />
+ <field name="email_from"/>
+ <field name="phone"/>
+ <field name="stage_id"/>
+ <field name="categ_id" invisible="1"/>
+ <field name="section_id" invisible="context.get('invisible_section', True)" />
+ <field name="state" groups="base.group_no_one"/>
+ <field name="type_id" invisible="1"/>
+ <field name="referred" invisible="1"/>
+ <field name="channel_id" invisible="1"/>
+ <field name="subjects" invisible="1"/>
+ </tree>
+ </field>
+ </record>
- <record model="ir.ui.view" id="crm_case_calendar_view_leads">
- <field name="name">CRM - Leads Calendar</field>
- <field name="model">crm.lead</field>
- <field name="type">calendar</field>
- <field name="priority" eval="2"/>
- <field name="arch" type="xml">
- <calendar string="Leads Generation"
- date_start="date_action" color="user_id">
- <field name="name" />
- <field name="partner_name" />
- </calendar>
- </field>
- </record>
+ <!-- CRM Lead Calendar View -->
+ <record model="ir.ui.view" id="crm_case_calendar_view_leads">
+ <field name="name">CRM - Leads Calendar</field>
+ <field name="model">crm.lead</field>
+ <field name="type">calendar</field>
+ <field name="priority" eval="2"/>
+ <field name="arch" type="xml">
+ <calendar string="Leads Generation"
+ date_start="date_action" color="user_id">
+ <field name="name" />
+ <field name="partner_name" />
+ </calendar>
+ </field>
+ </record>
<!-- CRM Lead Kanban View -->
<record model="ir.ui.view" id="crm_case_kanban_view_leads">
</ul>
</t>
<t t-name="kanban-box">
- <t t-if="record.date_deadline.raw_value and record.date_deadline.raw_value lt (new Date())" t-set="border">oe_kanban_color_red</t>
- <div t-attf-class="#{kanban_color(record.color.raw_value)} #{border || ''}">
- <div class="oe_kanban_box oe_kanban_color_border">
- <table class="oe_kanban_table oe_kanban_box_header oe_kanban_color_bgdark oe_kanban_color_border oe_kanban_draghandle">
- <tr>
- <td align="left" valign="middle" width="16">
- <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
- <a t-if="record.priority.raw_value != 1" icon="star-off" type="object" name="set_high_priority" style="opacity:0.6; filter:alpha(opacity=60);"/>
- </td>
- <td align="left" valign="middle" class="oe_kanban_title" tooltip="lead_details">
- <field name="partner_id"/>
- <t t-if="record.planned_revenue.raw_value">
- - <t t-esc="Math.round(record.planned_revenue.value)"/>
- <field name="company_currency"/>
- </t>
- </td>
- <td valign="top" width="22">
- <img t-att-src="kanban_image('res.users', 'avatar', record.user_id.raw_value[0])" t-att-title="record.user_id.value"
- width="22" height="22" class="oe_kanban_gravatar"/>
- </td>
- </tr>
- </table>
-
- <div class="oe_kanban_box_content oe_kanban_color_bglight oe_kanban_box_show_onclick_trigger">
- <div>
- <b>
- <a t-if="record.partner_address_email.raw_value" t-attf-href="mailto:#{record.partner_address_email.raw_value}">
- <field name="partner_address_name"/>
- </a>
- <field t-if="!record.partner_address_email.raw_value" name="partner_address_name"/>
- </b>
- </div>
- <div>
- <field name="name"/>
- </div>
- <div style="padding-left: 0.5em">
- <i><field name="date_action"/><t t-if="record.date_action.raw_value"> : </t><field name="title_action"/></i>
- </div>
+ <div t-attf-class="oe_kanban_color_#{kanban_getcolor(record.color.raw_value)} oe_kanban_card">
+ <a class="oe_kanban_menuaction oe_i">B</a>
+ <ul class="oe_kanban_menu">
+ <li><a type="edit" >Edit...</a></li>
+ <li><a type="delete">Delete</a></li>
+ <li><a name="%(mail.action_email_compose_message_wizard)d" type="action">Send New Email</a></li>
+ <li><a name="%(opportunity2phonecall_act)d" type="action">Log Call</a></li>
+ <li><a name="action_makeMeeting" type="object">Schedule Meeting</a></li>
+ <li><a name="%(crm.action_crm_add_note)d" context="{'model': 'crm.lead' }" type="action">Add Internal Note</a></li>
+ <li><ul class="oe_kanban_colorpicker" data-field="color"/></li>
+ </ul>
+ <div class="oe_kanban_content">
+ <div>
+ <b><field name="name"/></b>
+ <t t-if="record.planned_revenue.raw_value">
+ - <b><t t-esc="Math.round(record.planned_revenue.value)"/>
+ <field name="company_currency"/></b>
+ </t>
</div>
-
- <div class="oe_kanban_buttons_set oe_kanban_color_border oe_kanban_color_bglight oe_kanban_box_show_onclick">
- <div class="oe_kanban_left">
- <a string="Edit" icon="gtk-edit" type="edit"/>
- <a string="Change Color" icon="color-picker" type="color" name="color"/>
- <a string="Send New Email" name="%(mail.action_email_compose_message_wizard)d" icon="terp-mail-message-new" type="action"/>
- <a string="Log Call" name="%(opportunity2phonecall_act)d" icon="terp-call-start" type="action"/>
- <a string="Schedule Meeting" name="action_makeMeeting" type="object" icon="stock_calendar"/>
- <a string="Add Internal Note" name="%(crm.action_crm_add_note)d" context="{'model': 'crm.lead' }" icon="terp-document-new" type="action"/>
- </div>
- <div class="oe_kanban_right" groups="base.group_no_one">
- <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" groups="base.group_no_one"/>
- <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" groups="base.group_no_one"/>
- <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" groups="base.group_no_one"/>
- <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" groups="base.group_no_one"/>
- </div>
- <br class="oe_kanban_clear"/>
+ <div>
+ <field name="partner_id"/>
+ </div>
+ <div style="padding-left: 0.5em">
+ <i>
+ <t t-if="record.date_deadline.raw_value and record.date_deadline.raw_value lt (new Date())" t-set="red">oe_kanban_text_red</t>
+ <span t-attf-class="#{red || ''}">
+ <field name="date_action"/>
+ </span>
+ <t t-if="record.date_action.raw_value"> : </t>
+ <field name="title_action"/>
+ </i>
+ </div>
+ <div class="oe_right">
+ <a t-if="record.priority.raw_value == 1" icon="star-on" type="object" name="set_normal_priority"/>
+ <a t-if="record.priority.raw_value != 1" icon="star-off" type="object" name="set_high_priority" style="opacity:0.7; filter:alpha(opacity=70);"/>
+ <!--
+ <t t-if="record.date_deadline.raw_value and record.date_deadline.raw_value lt (new Date())" t-set="red">oe_kaban_status_red</t>
+ <span t-attf-class="oe_kanban_status #{red}"> </span>
+ -->
+ <img t-att-src="kanban_image('res.users', 'avatar', record.user_id.raw_value[0])" t-att-title="record.user_id.value" width="24" height="24" class="oe_kanban_avatar"/>
+ </div>
+ <div class="oe_kanban_footer_left">
</div>
</div>
+ <div class="oe_clear"></div>
</div>
+ <!--
+ <div class="oe_kanban_right">
+ <a name="case_mark_lost" string="Mark Lost" states="open,pending" type="object" icon="kanban-stop" />
+ <a name="case_pending" string="Pending" states="draft,open" type="object" icon="kanban-pause" />
+ <a name="case_open" string="Open" states="pending" type="object" icon="gtk-media-play" />
+ <a name="case_mark_won" string="Mark Won" states="open,pending" type="object" icon="kanban-apply" />
+ </div>
+ -->
</t>
</templates>
</kanban>
</record>
<!-- CRM Lead Search View -->
-
<record id="view_crm_case_leads_filter" model="ir.ui.view">
<field name="name">CRM - Leads Search</field>
<field name="model">crm.lead</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Leads">
- <filter icon="terp-check" name="inbox" string="Inbox" domain="[('message_state','=','unread')]"/>
<filter icon="terp-check"
string="New"
name="new" help="New Leads"
</field>
<newline/>
<group expand="0" string="Group By...">
- <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
+ <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
<filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
<filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
<separator orientation="vertical"/>
domain="[]" context="{'group_by':'channel_id'}" />
<separator orientation="vertical"/>
<filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
- <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}" groups="base.group_no_one"/>
+ <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
<separator orientation="vertical" groups="base.group_no_one"/>
<filter string="Creation" help="Create date" icon="terp-go-month"
domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
</record>
+ <!--
+ OPPORTUNITY
+ -->
+
<!-- Opportunities Form View -->
<record model="ir.ui.view" id="crm_case_form_view_oppor">
<field name="name">Opportunities</field>
<field name="type">form</field>
<field name="priority">20</field>
<field name="arch" type="xml">
- <form string="Opportunities" layout="manual">
- <div class="oe_form_topbar oe_form_topbar_hifirst">
- <button name="stage_previous" string="Previous" type="object"
- states="open" icon="gtk-go-back" context="{'stage_type': 'opportunity'}"/>
- <button name="stage_next" string="Next" type="object"
- states="open" icon="gtk-go-forward" context="{'stage_type': 'opportunity'}"/>
- <button name="case_open" string="Open" type="object"
- states="draft" icon="gtk-go-forward"/>
- <button name="case_escalate" string="Escalate" type="object"
- states="open" icon="gtk-go-up"/>
+ <form string="Opportunities" version="7.0">
+ <header>
<button name="case_mark_won" string="Mark Won" type="object"
- states="open" icon="gtk-apply"/>
+ states="open" class="oe_form_button_active_flow"/>
+ <button name="case_mark_won" string="Mark Won" type="object"
+ states="draft,pending"/>
+ <button name="case_open" string="Open" type="object" class="oe_form_button_active_flow"
+ states="draft,pending"/>
+ <button name="case_escalate" string="Escalate" type="object"
+ states="open" class="oe_form_button_return_flow"/>
<button name="case_mark_lost" string="Mark Lost" type="object"
- states="open" icon="gtk-cancel"/>
+ states="draft,open"/>
<button name="case_reset" string="Reset to Draft" type="object"
- states="cancel,done" icon="gtk-convert"/>
+ states="done,cancel"/>
<button name="case_cancel" string="Cancel" type="object"
- states="draft" icon="gtk-cancel"/>
- <div class="oe_right">
- <field name="stage_id" nolabel="1" widget="statusbar"/>
-<!--
- statusbar_visible="New,Qualification,Proposition,Won"
- statusbar_colors='{"Negotiation":"blue"}'/>
--->
- </div>
- <div class="oe_clear"/>
- </div>
- <sheet layout="auto">
- <group colspan="4" col="2" width="auto">
- <field name="name" required="1" nolabel="1" class="oe_form_title"/>
- <div class="oe_text_right">
+ states="draft"/>
+ <button name="stage_previous" string="Previous" type="object" class="oe_form_button_active_flow"
+ states="open" icon="gtk-go-back" context="{'stage_type': 'opportunity'}"/>
+ <button name="stage_next" string="Next" type="object" class="oe_form_button_active_flow"
+ states="open" icon="gtk-go-forward" context="{'stage_type': 'opportunity'}"/>
+ <field name="stage_id" widget="statusbar"
+ on_change="onchange_stage_id(stage_id)"/>
+ </header>
+ <sheet>
+ <div class="oe_right oe_form_button_box">
<button string="Schedule/Log Call"
- name="%(opportunity2phonecall_act)d" icon="terp-call-start"
+ name="%(opportunity2phonecall_act)d"
type="action"/>
- <button string="Schedule Meeting" icon="gtk-redo"
+ <button string="Schedule Meeting"
name="action_makeMeeting"
type="object"/>
</div>
- </group>
- <group colspan="4" col="4" class="oe_form_group_label_border" style="margin-top: 20px;">
- <field name="user_id"/>
- <field name="planned_revenue"/>
-
- <field name="date_action"/>
- <field name="date_deadline"/>
+ <div class="oe_form_title">
+ <label for="name" class="oe_form_readonly_hidden"/>
+ <h1><field name="name"/></h1>
+
+ <label for="planned_revenue" class="oe_form_readonly_hidden"/>
+ <h2>
+ <field name="planned_revenue" class="oe_form_inline"/>
+ <field name="company_currency" class="oe_form_readonly_hidden oe_form_inline"/> at
+ <field name="probability" class="oe_form_inline"/> %% success rate
+ </h2>
+ </div>
+ <group>
+ <group>
+ <field name="partner_id"
+ on_change="onchange_partner_id(partner_id, email_from)"
+ string="Customer"
+ context="{'default_name': partner_name, 'default_email': email_from, 'default_phone': phone}"/>
+ <field name="email_from" string="Email"/>
+ <field name="phone"/>
+ </group>
- <field name="title_action"/>
- <field name="probability"/>
+ <group>
+ <label for="title_action"/>
+ <div>
+ <field name="date_action" nolabel="1"/> -
+ <field name="title_action" class="oe_form_inline" nolabel="1" placeholder="Call for proposal"/>
+ </div>
+ <field name="date_deadline"/>
+ <field name="priority"/>
+ </group>
- <field name="type" invisible="1"/>
- </group>
- <notebook colspan="4">
- <page string="Opportunity">
- <group col="4" colspan="2">
- <separator colspan="4" string="Contacts"/>
- <group colspan="2" col="3" class="oe_form_group_label_border">
- <field width="80%%" name="partner_id" select="1"
- on_change="onchange_partner_id(partner_id, email_from)" string="Customer"/>
- <button name="%(action_crm_lead2partner)d"
- icon="terp-partner" type="action"
- string="Create"
- attrs="{'invisible':[('partner_id','!=',False)]}"/>
- <field name="phone" colspan="3"/>
- <field width="80%%" name="email_from" string="Email"/>
- <button string="Mail"
- name="%(mail.action_email_compose_message_wizard)d"
- context="{'mail':'new', 'model': 'crm.lead'}"
- icon="terp-mail-message-new" type="action" />
+ <group>
+ <field name="user_id"/>
+ <field name="section_id" colspan="1" widget="selection"/>
</group>
- </group>
- <group col="2" colspan="2" class="oe_form_group_label_border">
- <separator colspan="2" string="Categorization"/>
- <field name="section_id" colspan="1" widget="selection"/>
- <field name="categ_id" select="1"
- string="Category" widget="selection"
- domain="[('object_id.model', '=', 'crm.lead')]" />
- <field name="state"/>
- <field name="priority"/>
- </group>
+ <group>
+ <field name="categ_id"
+ string="Category" widget="selection"
+ domain="[('object_id.model', '=', 'crm.lead')]" />
- <separator colspan="4" string="Details"/>
- <field name="description" nolabel="1" colspan="4"/>
- </page>
- <page string="Lead">
- <separator string="Contact" colspan="4"/>
- <group colspan="4" col="4" class="oe_form_group_label_border">
- <field name="partner_name" string="Customer Name" colspan="4"/>
- </group>
- <group colspan="2" col="2" class="oe_form_group_label_border">
- <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
- <field name="fax"/>
- <field name="street"/>
- <field name="zip"/>
- <field name="country_id"/>
- </group>
- <group colspan="2" col="2" class="oe_form_group_label_border">
- <field name="function" />
- <field name="mobile"/>
- <field name="street2"/>
- <field name="city"/>
- <field name="state_id"/>
+ </group>
</group>
- <group colspan="2" col="2" class="oe_form_group_label_border">
- <separator string="Categorization" colspan="2"/>
- <field name="type_id" widget="selection"/>
- <field name="channel_id" widget="selection"/>
- </group>
- <group colspan="2" col="2" class="oe_form_group_label_border">
- <separator string="Mailings" colspan="2"/>
- <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
- <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
- </group>
- </page>
- <page string="Extra Info">
- <group col="2" colspan="2" class="oe_form_group_label_border">
- <separator string="Misc" colspan="2"/>
- <field name="active"/>
- <field name="day_open" groups="base.group_no_one"/>
- <field name="day_close" groups="base.group_no_one"/>
- <field name="referred"/>
- </group>
- <group col="2" colspan="2" class="oe_form_group_label_border">
- <separator colspan="4" string="References"/>
- <field name="ref"/>
- <field name="ref2"/>
- </group>
- </page>
- </notebook>
+ <!--<button string="Mail"
+ name="%(mail.action_email_compose_message_wizard)d"
+ context="{'mail':'new', 'model': 'crm.lead'}"
+ icon="terp-mail-message-new" type="action" />-->
+
+ <notebook colspan="4">
+ <page string="Internal Notes">
+ <field name="description"/>
+ </page>
+ <page string="Lead">
+ <group>
+ <group>
+ <field name="partner_name"/>
+ <label for="street" string="Address"/>
+ <div>
+ <field name="street" placeholder="Street..."/>
+ <field name="street2"/>
+ <div>
+ <field name="zip" class="oe_form_inline" placeholder="ZIP"/>
+ <field name="city" class="oe_form_inline" placeholder="City"/>
+ </div>
+ <field name="state_id" placeholder="State"/>
+ <field name="country_id" placeholder="Country"/>
+ </div>
+ </group>
+
+ <group>
+ <field name="contact_name" />
+ <field name="function" />
+ <field domain="[('domain', '=', 'contact')]" name="title"/>
+ <field name="mobile"/>
+ <field name="fax"/>
+ </group>
+
+ <group string="Categorization">
+ <field name="type_id" widget="selection"/>
+ <field name="channel_id" widget="selection"/>
+ </group>
+ <group string="Mailings">
+ <field name="opt_in" on_change="on_change_opt_in(opt_in)"/>
+ <field name="opt_out" on_change="on_change_opt_out(opt_out)"/>
+ </group>
+ <group string="Misc">
+ <field name="active"/>
+ <field name="day_open" groups="base.group_no_one"/>
+ <field name="day_close" groups="base.group_no_one"/>
+ <field name="referred"/>
+ <field name="state" groups="base.group_no_one"/>
+ <field name="type" invisible="1"/>
+ </group>
+ <group string="References">
+ <field name="ref"/>
+ <field name="ref2"/>
+ </group>
+ </group>
+ </page>
+ </notebook>
</sheet>
- <div class="oe_form_bottom">
- <field name="message_ids_social" colspan="4" widget="ThreadView" nolabel="1"/>
- </div>
+ <footer>
+ <field name="message_ids" widget="ThreadView"/>
+ </footer>
</form>
</field>
</record>
- <!-- Opportunities Tree View -->
- <record model="ir.ui.view" id="crm_case_tree_view_oppor">
- <field name="name">Opportunities Tree</field>
- <field name="model">crm.lead</field>
- <field name="type">tree</field>
- <field name="arch" type="xml">
- <tree string="Opportunities" fonts="bold:needaction_pending==True" colors="blue:state=='pending' and not(date_deadline and (date_deadline < current_date));gray:state in ('cancel', 'done');red:date_deadline and (date_deadline < current_date)">
- <field name="needaction_pending" invisible="1"/>
- <field name="date_deadline" invisible="1"/>
- <field name="create_date" groups="base.group_no_one"/>
- <field name="name" string="Opportunity"/>
- <field name="partner_id" string="Customer"/>
- <field name="country_id" invisible="context.get('invisible_country', True)" />
- <field name="date_action"/>
- <field name="title_action" />
- <field name="channel_id" invisible="1"/>
- <field name="type_id" invisible="1"/>
- <field name="subjects" invisible="1"/>
- <field name="stage_id"/>
- <button name="stage_previous" string="Previous Stage" states="open,pending" type="object" icon="gtk-go-back" />
- <button name="stage_next" string="Next Stage" states="open,pending" type="object" icon="gtk-go-forward" />
- <field name="planned_revenue" sum="Expected Revenues"/>
- <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
- <field name="section_id" invisible="context.get('invisible_section', True)" />
- <field name="user_id"/>
- <field name="priority" invisible="1"/>
- <field name="categ_id" invisible="1"/>
- <field name="state" groups="base.group_no_one"/>
- <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward" groups="base.group_no_one"/>
- <button name="case_pending" string="Pending" states="open,draft" type="object" icon="gtk-media-pause" groups="base.group_no_one"/>
- <button name="case_mark_lost" string="Lost" states="open,pending" type="object" icon="gtk-cancel" groups="base.group_no_one"/>
- <button name="case_mark_won" string="Won" states="open,pending" type="object" icon="gtk-apply" groups="base.group_no_one"/>
- </tree>
- </field>
- </record>
+ <!-- Opportunities Tree View -->
+ <record model="ir.ui.view" id="crm_case_tree_view_oppor">
+ <field name="name">Opportunities Tree</field>
+ <field name="model">crm.lead</field>
+ <field name="type">tree</field>
+ <field name="arch" type="xml">
+ <tree string="Opportunities" fonts="bold:needaction_pending==True" colors="blue:state=='pending' and not(date_deadline and (date_deadline < current_date));gray:state in ('cancel', 'done');red:date_deadline and (date_deadline < current_date)">
+ <field name="needaction_pending" invisible="1"/>
+ <field name="date_deadline" invisible="1"/>
+ <field name="create_date" groups="base.group_no_one"/>
+ <field name="name" string="Opportunity"/>
+ <field name="partner_id" string="Customer"/>
+ <field name="country_id" invisible="context.get('invisible_country', True)" />
+ <field name="date_action"/>
+ <field name="title_action" />
+ <field name="channel_id" invisible="1"/>
+ <field name="type_id" invisible="1"/>
+ <field name="subjects" invisible="1"/>
+ <field name="stage_id"/>
+ <field name="planned_revenue" sum="Expected Revenues"/>
+ <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
+ <field name="section_id" invisible="context.get('invisible_section', True)" />
+ <field name="user_id"/>
+ <field name="priority" invisible="1"/>
+ <field name="categ_id" invisible="1"/>
+ <field name="state" groups="base.group_no_one"/>
+ </tree>
+ </field>
+ </record>
<!-- Opportunities Search View -->
help="Unassigned Opportunities" />
</field>
<field name="section_id"
- context="{'invisible_section': False, 'section_id': self}">
+ context="{'invisible_section': False, 'default_section_id': self}">
<filter icon="terp-personal+"
domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
context="{'invisible_section': False}"
domain="[]"
help="Show Sales Team"/>
</field>
-
<newline/>
<group expand="0" string="Group By..." colspan="16">
- <filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
+ <filter string="Salesperson" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}" />
<filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
<filter string="Customer" help="Partner" icon="terp-personal+" domain="[]" context="{'group_by':'partner_id'}"/>
<separator orientation="vertical" />
<filter string="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}" />
<filter string="Campaign" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'type_id'}"/>
<filter string="Channel" icon="terp-call-start" domain="[]" context="{'group_by':'channel_id'}" />
- <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}" groups="base.group_no_one"/>
+ <filter string="Status" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
<separator orientation="vertical" />
<filter string="Creation" icon="terp-go-month" domain="[]" context="{'group_by':'create_date'}" groups="base.group_no_one"/>
<filter string="Exp.Closing" icon="terp-go-month" help="Expected Closing" domain="[]" context="{'group_by':'date_deadline'}" />
</field>
</record>
- <!-- crm.lead Opportunities Graph View -->
- <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
- <field name="name">CRM - Opportunity Graph</field>
- <field name="model">crm.lead</field>
- <field name="type">graph</field>
- <field name="arch" type="xml">
- <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
- <field name="categ_id"/>
- <field name="planned_revenue" operator="+"/>
- <field name="state" group="True"/>
- </graph>
- </field>
- </record>
+ <!-- crm.lead Opportunities Graph View -->
+ <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
+ <field name="name">CRM - Opportunity Graph</field>
+ <field name="model">crm.lead</field>
+ <field name="type">graph</field>
+ <field name="arch" type="xml">
+ <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
+ <field name="categ_id"/>
+ <field name="planned_revenue" operator="+"/>
+ <field name="state" group="True"/>
+ </graph>
+ </field>
+ </record>
-</data>
+ </data>
</openerp>
projects / odoo / odoo.git / blobdiff