<openerp>
<data>
- <!--Lead Stage Form view -->
+ <!--Lead Stage Form view -->
<record id="crm_lead_stage_act" model="ir.actions.act_window">
- <field name="name">Lead Stages</field>
+ <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="domain">[('object_id.model', '=', 'crm.lead')]</field>
- <field name="context">{'object_id':'crm.lead'}</field>
+ <field name="domain">[('type', '=', 'lead')]</field>
+ <field name="context">{'type':'lead'}</field>
+ <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"
groups="base.group_extended" sequence="0"
- parent="menu_crm_config_lead" />
+ parent="base.menu_crm_config_lead" />
- <!-- Resource Type Form View -->
+ <!-- Lead/Opportunity Categories Action -->
- <record id="crm_lead_resource_act" model="ir.actions.act_window">
- <field name="name">Lead Resource Type</field>
- <field name="res_model">crm.case.resource.type</field>
+ <record id="crm_lead_categ_action" model="ir.actions.act_window">
+ <field name="name">Categories</field>
+ <field name="res_model">crm.case.categ</field>
<field name="view_type">form</field>
- <field name="view_id" ref="crm.crm_case_resource_type_tree"/>
+ <field name="view_id" ref="crm_case_categ_tree-view"/>
+ <field name="context">{'object_id': 'crm.lead'}</field>
<field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
- <field name="context">{'object_id':'crm.lead'}</field>
+ <field name="help">Create specific categories that fit your company's activities to better classify and analyse your leads and opportunities. Such categories could for instance reflect your product structure or the different types of sales you do.</field>
</record>
- <menuitem action="crm_lead_resource_act"
- id="menu_crm_lead_resource_act" name="Resource Type"
- groups="base.group_extended" sequence="2"
- parent="menu_crm_config_lead" />
+ <menuitem action="crm_lead_categ_action"
+ id="menu_crm_lead_categ" name="Categories"
+ parent="base.menu_crm_config_lead" sequence="1"/>
- <!-- CRM Lead Form View -->
+ <!-- CRM Lead Form View -->
<record model="ir.ui.view" id="crm_case_form_view_leads">
<field name="name">CRM - Leads Form</field>
<field name="model">crm.lead</field>
<field name="arch" type="xml">
<form string="Leads Form">
<group colspan="4" col="7">
- <field name="name" required="1" string="Name"/>
+ <field name="name" required="1" string="Subject"/>
<field name="priority"/>
- <field name="date_deadline"/>
+ <field name="categ_id"
+ widget="selection"
+ domain="[('object_id.model','=','crm.lead')]"/>
<button
name="convert_opportunity"
string="Convert to Opportunity"
- help="Convert to Opportunity"
- icon="gtk-index"
+ help="Convert to Opportunity" icon="gtk-go-forward"
type="object"/>
<newline />
- <field name="section_id" colspan="1"
- widget="selection" />
<field name="user_id" />
- <field name="stage_id" widget="selection"
- domain="[('object_id.model', '=', 'crm.lead')]" />
+ <field name="section_id" widget="selection" />
+ <field name="stage_id" domain="[('type','=','lead'),('section_ids', '=', section_id)]" />
<group col="2" colspan="1">
- <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" />
+ <button name="stage_previous" string=""
+ states="open,pending,draft" type="object"
+ icon="gtk-go-back" context="{'stage_type': 'lead'}" />
+ <button name="stage_next" string=""
+ states="open,pending,draft" type="object"
+ icon="gtk-go-forward" context="{'stage_type': 'lead'}" />
</group>
<field name="type" invisible="1"/>
</group>
<notebook colspan="4">
<page string="Lead">
+ <group colspan="4" col="2">
+ <field name="partner_name" string="Partner Name" />
+ </group>
<group colspan="2" col="4">
<separator string="Contact" colspan="4" col="4"/>
- <field name="partner_name" string="Partner Name" colspan="4"/>
+ <field name="contact_name" colspan="4"/>
<newline/>
- <field domain="[('domain', '=', 'contact')]" name="title"/>
+ <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
<field name="function" />
<field name="street" colspan="4"/>
<field name="street2" colspan="4"/>
<field name="state_id"/>
</group>
<group colspan="2" col="3">
- <separator string="Communication" colspan="4" col="3"/>
+ <separator string="Communication History" colspan="4" col="3"/>
<field name="email_from" widget="email"/>
<newline/>
<field name="phone"/>
<field name="mobile"/>
<newline/>
<separator string="Links" colspan="4" col="3"/>
- <field name="partner_id"/>
+ <field name="partner_id" on_change="onchange_partner_id(partner_id, email_from)" string="Customer"/>
<button
name="%(action_crm_lead2partner)d"
- icon="gtk-index" type="action"
+ icon="terp-partner" type="action"
string="Create"
attrs="{'invisible':[('partner_id','!=',False)]}"/>
</group>
<separator colspan="4"/>
<group col="8" colspan="4">
<field name="state"/>
+ <button name="case_cancel" string="Cancel"
+ states="draft,open,pending" type="object"
+ icon="gtk-cancel" />
<button name="case_open" string="Open"
states="draft,pending" type="object"
icon="gtk-go-forward" />
- <button name="case_close" string="Close"
- states="open,draft,pending" type="object"
+ <button name="case_mark_lost" string="Close"
+ states="open,pending" type="object"
icon="gtk-close" />
<button name="case_pending" string="Pending"
- states="draft,open" type="object"
+ states="open" type="object"
icon="gtk-media-pause" />
- <button name="case_cancel" string="Cancel"
- states="draft,open,pending" type="object"
- icon="gtk-cancel" />
<button name="case_escalate" string="Escalate"
- states="open,draft,pending" type="object"
+ states="open,pending" type="object"
groups="base.group_extended"
icon="gtk-go-up" />
<button name="case_reset"
<field name="company_id"
groups="base.group_multi_company"
widget="selection" colspan="2" />
- <field name="categ_id"
- widget="selection"
- domain="[('object_id.model', '=', 'crm.lead')]" />
- <field name="type_id" string="Campaign" select="1"/>
+ <field name="type_id" select="1" widget="selection"/>
+ <field name="channel_id" select="1" widget="selection"/>
<field name="referred"/>
</group>
<group colspan="2" col="2">
<field name="date_closed"/>
</group>
<group colspan="2" col="2">
+ <separator string="Mailings" colspan="2" col="2"/>
+ <field name="optin"/>
+ <field name="optout"/>
+ </group>
+ <group colspan="2" col="2">
<separator string="Statistics" colspan="2" col="2"/>
<field name="day_open"/>
<field name="day_close"/>
</group>
</page>
- <page string="Emails" groups="base.group_extended">
+ <page string="Communication & History" groups="base.group_extended">
<group colspan="4">
- <field colspan="4" name="email_cc" string="CC"/>
+ <field colspan="4" name="email_cc" widget="char" size="512"/>
</group>
- <!-- TODO-->
- <field name="message_ids" colspan="4" nolabel="1" mode="form,tree">
+ <field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
+ <tree string="Communication history">
+ <field name="display_text" string="History Information"/>
+ <field name="history" invisible="1"/>
+ <button
+ string="Reply" attrs="{'invisible': [('history', '!=', True)]}"
+ name="%(crm.action_crm_send_mail)d"
+ context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
+ icon="terp-mail-replied" type="action" />
+ </tree>
<form string="Communication history">
- <group col="6" colspan="4">
- <field name="date"/>
- <field name="email_to"/>
+ <group col="4" colspan="4">
<field name="email_from"/>
+ <field name="date"/>
+ <field name="email_to" widget="char" size="512"/>
+ <field name="email_cc" widget="char" size="512"/>
+ <field name="name" colspan="4" widget="char" size="512"/>
+ <field name="history" invisible="1"/>
</group>
<notebook colspan="4">
<page string="Details">
- <field name="description" colspan="4" nolabel="1"/>
+ <group attrs="{'invisible': [('history', '!=', True)]}">
+ <field name="description" colspan="4" nolabel="1" height="250"/>
+ <button colspan="4"
+ string="Reply"
+ name="%(crm.action_crm_send_mail)d"
+ context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
+ icon="terp-mail-replied" type="action" />
+ </group>
+ <group attrs="{'invisible': [('history', '=', True)]}">
+ <field name="display_text" colspan="4" nolabel="1" height="250"/>
+ </group>
</page>
<page string="Attachments">
<field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
</page>
</notebook>
- <button colspan="4"
- string="Reply to Last Email"
- name="%(crm.action_crm_send_mail)d"
- context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
- icon="gtk-undo" type="action" />
</form>
- <tree string="Communication history">
- <field name="date"/>
- <field name="email_from" />
- <field name="email_to"/>
- <field name="description"/>
- </tree>
</field>
- <button colspan="2" string="Send New Email"
+ <button string="Add Internal Note"
+ name="%(crm.action_crm_add_note)d"
+ context="{'model': 'crm.lead' }"
+ icon="terp-document-new" type="action" />
+ <button string="Send New Email"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'new', 'model': 'crm.lead'}"
- icon="gtk-go-forward" type="action" />
- <button colspan="2" string="Forward to Partner"
- name="%(crm_lead_forward_to_partner_act)d"
- icon="gtk-go-forward" type="action" />
+ icon="terp-mail-message-new" type="action" />
</page>
-
</notebook>
</form>
</field>
</record>
- <!-- CRM Lead Tree View -->
+ <!-- CRM Lead Tree View -->
<record model="ir.ui.view" id="crm_case_tree_view_leads">
- <field name="name">CRM - Leads Tree</field>
+ <field name="name">Leads</field>
<field name="model">crm.lead</field>
<field name="type">tree</field>
<field name="arch" type="xml">
- <tree string="Leads Tree" colors="blue:state=='pending';grey:state in ('cancel', 'done');red:date_deadline < current_date">
+ <tree string="Leads" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
<field name="date_deadline" invisible="1"/>
<field name="create_date"/>
- <field name="partner_name"/>
- <field name="name"/>
+ <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="stage_id"/>
- <button name="stage_previous" string="Previous"
+ <button name="stage_previous" string="Previous Stage"
states="open,pending" type="object" icon="gtk-go-back" />
- <button name="stage_next" string="Next"
+ <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="section_id" invisible="context.get('invisible_section', True)" />
<field name="user_id" />
<field name="state" />
<button name="case_open" string="Open"
icon="gtk-close" />
<button string="Convert to Opportunity"
name="convert_opportunity"
- states="draft,open,pending" icon="gtk-index"
+ states="draft,open,pending" icon="gtk-go-forward"
type="object" />
<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>
</record>
- <!-- CRM Lead Calendar View -->
+ <!-- CRM Lead Calendar View -->
<record model="ir.ui.view" id="crm_case_calendar_view_leads">
<field name="name">CRM - Leads Calendar</field>
<field name="type">calendar</field>
<field name="priority" eval="2"/>
<field name="arch" type="xml">
- <calendar string="Meeting For Leads Generation"
- date_start="create_date" color="user_id"
- date_delay="duration">
+ <calendar string="Leads Generation"
+ date_start="create_date" color="user_id">
<field name="name" />
<field name="partner_name" />
- <field name="partner_contact" />
+ <field name="partner_address_id" />
</calendar>
</field>
</record>
- <!-- CRM Lead Search View -->
+ <!-- CRM Lead Search View -->
<record id="view_crm_case_leads_filter" model="ir.ui.view">
<field name="name">CRM - Leads Search</field>
<search string="Search Leads">
<filter icon="terp-check"
string="Current"
- default="1" name="current"
+ name="current" help="Draft and Open Leads"
domain="[('state','in',('draft','open'))]"/>
<filter icon="terp-camera_test"
string="Open"
<separator orientation="vertical"/>
<filter icon="terp-go-today" 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" />
+ domain="[('create_date','<', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','>=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
+ help="Todays' Leads" />
<filter icon="terp-go-week" 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'))]"
+ help="Leads creating during last 7 days"
+ domain="[('create_date','<', time.strftime('%%Y-%%m-%%d 23:59:59')),('create_date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d 00:00:00'))]"
/>
<separator orientation="vertical"/>
+ <field name="name" string="Subject"/>
<field name="partner_name"/>
<field name="email_from"/>
<field name="user_id">
domain="[('user_id','=', False)]"
help="Unassigned Leads" />
</field>
- <field name="section_id" default="context.get('section_id', False)" widget="selection"
+ <field name="section_id" widget="selection"
context="{'invisible_section': False}">
- <filter icon="terp-personal+"
+ <filter icon="terp-personal+" groups="base.group_extended"
context="{'invisible_section': False}"
- domain="[('section_id.user_id','=',uid)]"
- help="My Sale Team"/>
- <filter icon="terp-personal+"
+ domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
+ help="My Sales Team(s)"/>
+ <filter icon="terp-personal+" groups="base.group_extended"
context="{'invisible_section': False}"
domain="[]"
help="Show Sales Team"/>
</field>
<newline/>
+
+ <group expand="0" string="Extended Filters..." groups="base.group_extended">
+ <field name="stage_id" widget="selection" domain="[('type', '=', 'lead')]"/>
+ <field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
+ <separator orientation="vertical"/>
+ <field name="country_id" context="{'invisible_country': False}">
+ <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
+ </field>
+ <separator orientation="vertical"/>
+ <field name="company_id" widget="selection" groups="base.group_multi_company"/>
+ <newline/>
+ <field name="create_date" string="Creation Date"/>
+ <field name="date_closed"/>
+ </group>
+ <newline/>
<group expand="0" string="Group By...">
- <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'}"/>
- <filter string="Source" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'categ_id'}"/>
- <separator orientation="vertical"/>
- <filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
<filter string="Salesman" 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"/>
- <filter string="Creation" icon="terp-go-month"
+ <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'}" />
+ <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'}"/>
+ <separator orientation="vertical"/>
+ <filter string="Creation" help="Create date" icon="terp-go-month"
domain="[]" context="{'group_by':'create_date'}" />
</group>
</search>
</field>
</record>
-
</data>
</openerp>
projects / odoo / odoo.git / blobdiff