<openerp>
<data>
-
- <menuitem action="crm_lead_categ_action" id="menu_crm_case_lead-act" parent="crm.menu_crm_case_categ"/>
- # ------------------------------------------------------
- # Stage
- # ------------------------------------------------------
- <record id="crm_lead_stage_act" model="ir.actions.act_window">
- <field name="name">Lead 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="domain">[('object_id.model', '=', 'crm.lead')]</field>
- <field name="context">{'object_id':'crm.lead'}</field>
- </record>
- <menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" parent="crm.menu_crm_case_stage"/>
+
+
+ # ------------------------------------------------------
+ # Stage
+ # ------------------------------------------------------
+ <record id="crm_lead_stage_act" model="ir.actions.act_window">
+ <field name="name">Lead 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="domain">[('object_id.model', '=', 'crm.lead')]</field>
+ <field name="context">{'object_id':'crm.lead'}</field>
+ </record>
+ <menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" parent="crm.menu_crm_case_stage"/>
+
# ------------------------------------------------------
# Leads
- # ------------------------------------------------------
+ # ------------------------------------------------------
<record model="ir.ui.view" id="crm_case_form_view_leads">
<field name="name">CRM - Leads Form</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Leads Form">
- <group colspan="4" col="6">
- <field name="name" select="1" string="Lead Subject"/>
- <field name="section_id" colspan="1" widget="selection"/>
- <field name="user_id" select="2"/>
- <newline/>
- <label string="Stage: " align="1.0"/>
- <group colspan="1" col="2">
- <field name="stage_id" select="1" nolabel="1"/>
- <button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
- </group>
- <field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Lead Source"/>
- <field name="type_id" string="Campaign Type" select="1"/>
- <newline/>
- <field name="date_deadline"/>
- <field name="opportunity_id" string="Opportunity Case"/>
- <button string="Convert to Opportunity" name="%(wizard_crm_lead_opportunity_set)d" icon="gtk-index" type="action" attrs="{'invisible':[('opportunity_id','!=',False)]}" colspan="2"/>
+ <group colspan="4" col="7">
+ <field name="partner_name" string="Lead Name" required="1"/>
+ <field name="partner_name2"/>
+ <field name="user_id"/>
+ <button
+ string="Convert to Opportunity"
+ name="%(wizard_crm_lead_opportunity_set)d"
+ icon="gtk-index"
+ type="action"/>
+ <field name="name"/>
+ <field name="email_from"/>
+ <field name="partner_phone"/>
+ <button string="Convert to Partner"
+ icon="terp-partner" name="%(wizard_crm_lead_partner_create)d"
+ type="action" attrs="{'invisible':[('partner_id','!=',False)]}"
+ />
</group>
<notebook colspan="4">
<page string="Leads">
- <separator string="Lead Information" colspan="4"/>
- <field name="partner_name" string="Lead Name"/>
- <field name="partner_name2" string="Contact Name"/>
+ <separator colspan="4" string="Communication"/>
+ <field name="partner_id" string="Partner"
+ on_change="onchange_partner_id(partner_id)" />
+ <field name="partner_address_id"
+ string="Contact"
+ on_change="onchange_partner_address_id(partner_address_id, email_from)" />
<field name="partner_phone"/>
<field name="partner_mobile"/>
- <field name="email_from" string="Lead Email"/>
- <newline/>
- <label string="Partner:" align="1.0"/>
- <group colspan="1" col="2">
- <field name="partner_id" nolabel="1" colspan="1"/>
- <button string="Convert to Partner"
- icon="terp-partner" name="%(wizard_crm_lead_partner_create)d"
- type="action" attrs="{'invisible':[('partner_id','!=',False)]}"
- />
+ <separator colspan="4" string="Status and Categorization"/>
+ <group colspan="4" col="6">
+ <field name="stage_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
+ <field name="categ_id"
+ string="Lead Source" widget="selection"
+ domain="[('object_id.model', '=', 'crm.opportunity')]" />
+ <field name="type_id" string="Campaign" select="1"/>
+ <field name="section_id" colspan="1" widget="selection"/>
+ <field name="priority" string="Priority"/>
+ <field name="create_date"/>
</group>
- <field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)"/>
-
- <field name="priority" string="Priority"/>
- <newline/>
- <separator colspan="4" string="Lead Details"/>
+ <separator colspan="4" string="Details"/>
<field name="description" nolabel="1" colspan="4"/>
-
<separator colspan="4"/>
<group col="8" colspan="4">
<field name="state" select="2"/>
- <button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
+ <button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-jump-to"/>
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
<button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
<field name="date"/>
</tree>
</field>
- <button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
+ <button colspan="4" string="Send New Email"
+ name="%(crm.wizard_crm_new_send_mail)d"
+ context="{'mail':'new'}" icon="gtk-go-forward"
+ type="action" />
</page>
</notebook>
</form>
</field>
</record>
+
<record model="ir.ui.view" id="crm_case_tree_view_leads">
<field name="name">CRM - Leads Tree</field>
<field name="model">crm.lead</field>
<field name="type">tree</field>
<field name="arch" type="xml">
- <tree string="Leads Tree" colors="red:state=='open';black:state in ('draft', 'pending');grey: state in ('cancel','done')">
- <field name="id"/>
- <field name="name" string="Lead Subject"/>
+ <tree string="Leads Tree" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
+ <field name="create_date"/>
+ <field name="partner_name"/>
+ <field name="partner_name2"/>
+ <field name="email_from"/>
<field name="partner_phone"/>
- <field name="partner_name2" string="Contact Name"/>
- <field name="stage_id"/>
- <field name="categ_id" string="Lead Source"/>
- <field name="type_id" string="Campaign Type"/>
+
+ <field name="stage_id" string="Status"/>
+ <button name="stage_previous" string="Previous" states="open,pending" type="object" icon="gtk-go-back"/>
+ <button name="stage_next" string="Next" states="open,pending" type="object" icon="gtk-go-forward"/>
+
<field name="user_id"/>
<field name="state"/>
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
- <button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
+ <button string="Convert to Opportunity" name="%(wizard_crm_lead_opportunity_set)d" 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"/>
<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
</tree>
<field name="type">calendar</field>
<field name="priority" eval="2"/>
<field name="arch" type="xml">
- <calendar string="Meeting For Leads Generation" date_start="date" color="user_id" date_delay="duration">
+ <calendar string="Meeting For Leads Generation" date_start="create_date" color="user_id" date_delay="duration">
<field name="name"/>
<field name="partner_name"/>
<field name="partner_name2"/>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Leads">
- <group col="3" colspan="1">
- <filter icon="gtk-home" string=" Today "
- separator="1"
- domain="[('date','=',time.strftime('%%Y-%%m-%%d'))]"
- help="Todays's Leads"
+ <filter icon="gtk-home" string="Today"
+ domain="[('create_date','<', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','>=', time.strftime('%%Y-%%m-%%d 23:59:59'))]"
+ help="Todays' Opportunities"
/>
- <filter icon="gtk-media-rewind" string=" 7 Days "
- separator="1" help="Leads during last 7 days"
- domain="[('date','<', time.strftime('%%Y-%%m-%%d')), ('date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
+ <filter icon="gtk-media-rewind" string="7 Days"
+ help="Opportunities during last 7 days"
+ domain="[('create_date','<', time.strftime('%%Y-%%m-%%d')), ('create_date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
/>
- </group>
- <separator orientation="vertical"/>
- <group col="6" colspan="2">
- <field name="name" select="1"/>
- <field name="user_id" select="1" widget="selection">
- <filter icon="terp-partner"
- domain="[('user_id','=',uid)]" help="My Leads"
- default="1"
- />
- </field>
- <field name="state" select="1">
- <filter icon="gtk-new" domain="[('state','=','draft')]" help="Draft Leads"/>
- <filter icon="gtk-yes" domain="[('state','=','open')]" help="Open Leads"/>
- </field>
- <field name="section_id" select="1" widget="selection" string="Section">
- <filter icon="terp-crm"
- domain="[('section_id','=',context.get('section_id',False))]"
- help="My section"
- />
- </field>
- </group>
+ <separator orientation="vertical"/>
+ <field name="name" string="Opportunity"/>
+ <field name="user_id" widget="selection">
+ <filter icon="terp-partner"
+ domain="[('user_id','=',uid)]"
+ help="My Opportunities" default="1"
+ />
+ </field>
+ <field name="partner_id"/>
+ <field name="state">
+ <filter icon="gtk-media-rewind"
+ string="New and open opportunities"
+ default="1"
+ domain="[('state','in',('draft','open'))]"/>
+ </field>
+ <field name="section_id" default="context.get('section_id', False)" select="1" widget="selection" string="Section">
+ <filter icon="terp-crm"
+ domain="[('section_id','=',context.get('section_id',False))]"
+ help="My section"/>
+ </field>
+ <newline/>
+ <group expand="1" string="Group By..." colspan="4">
+ <filter string="Stage" icon="terp-crm" domain="[]" context="{'group_by':'stage_id'}"/>
+ <filter string="Partner" icon="terp-crm" domain="[]" context="{'group_by':'partner_id'}"/>
+ <filter string="Responsible" icon="terp-crm" domain="[]" context="{'group_by':'user_id'}"/>
+ <separator orientation="vertical"/>
+ <filter string="Creation" icon="terp-project" domain="[]" context="{'group_by':'create_date'}"/>
+ <filter string="Exp.Closing" icon="terp-project" domain="[]" context="{'group_by':'date_deadline'}"/>
+ </group>
</search>
</field>
</record>
projects / odoo / odoo.git / blobdiff