336 lines
16 KiB
XML
336 lines
16 KiB
XML
<?xml version="1.0"?>
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<openerp>
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<data>
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<!--Lead Stage Form view -->
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<record id="crm_lead_stage_act" model="ir.actions.act_window">
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<field name="name">Lead Stages</field>
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<field name="res_model">crm.case.stage</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm.crm_case_stage_tree"/>
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<field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
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<field name="context">{'object_id':'crm.lead'}</field>
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</record>
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<menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" name="Stages"
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groups="base.group_extended" sequence="0"
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parent="menu_crm_config_lead" />
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<!-- Resource Type Form View -->
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<record id="crm_lead_resource_act" model="ir.actions.act_window">
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<field name="name">Lead Resource Type</field>
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<field name="res_model">crm.case.resource.type</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm.crm_case_resource_type_tree"/>
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<field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
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<field name="context">{'object_id':'crm.lead'}</field>
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</record>
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<menuitem action="crm_lead_resource_act"
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id="menu_crm_lead_resource_act" name="Resource Type"
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groups="base.group_extended" sequence="2"
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parent="menu_crm_config_lead" />
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<!-- CRM Lead Form View -->
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<record model="ir.ui.view" id="crm_case_form_view_leads">
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<field name="name">CRM - Leads Form</field>
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<field name="model">crm.lead</field>
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Leads Form">
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<group colspan="4" col="7">
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<field name="name" required="1" string="Name"/>
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<field name="priority"/>
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<field name="date_deadline"/>
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<button
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name="convert_opportunity"
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string="Convert to Opportunity"
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help="Convert to Opportunity"
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icon="gtk-index"
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type="object"/>
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<newline />
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<field name="section_id" colspan="1"
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widget="selection" />
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<field name="user_id" />
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<field name="stage_id" widget="selection"
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domain="[('object_id.model', '=', 'crm.lead')]" />
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<group col="2" colspan="1">
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<button name="stage_previous" string="Previous"
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states="open,pending" type="object"
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icon="gtk-go-back" />
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<button name="stage_next" string="Next"
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states="open,pending" type="object"
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icon="gtk-go-forward" />
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</group>
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<field name="type" invisible="1"/>
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</group>
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<notebook colspan="4">
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<page string="Lead">
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<group colspan="2" col="4">
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<separator string="Contact" colspan="4" col="4"/>
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<field name="partner_name" string="Partner Name" colspan="4"/>
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<newline/>
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<field domain="[('domain', '=', 'contact')]" name="title"/>
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<field name="function" />
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<field name="street" colspan="4"/>
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<field name="street2" colspan="4"/>
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<field name="zip"/>
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<field name="city"/>
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<field name="country_id"/>
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<field name="state_id"/>
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</group>
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<group colspan="2" col="3">
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<separator string="Communication" colspan="4" col="3"/>
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<field name="email_from" widget="email"/>
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<newline/>
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<field name="phone"/>
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<newline/>
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<field name="fax"/>
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<newline/>
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<field name="mobile"/>
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<newline/>
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<separator string="Links" colspan="4" col="3"/>
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<field name="partner_id"/>
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<button
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name="%(action_crm_lead2partner)d"
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icon="gtk-index" type="action"
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string="Create"
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attrs="{'invisible':[('partner_id','!=',False)]}"/>
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</group>
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<separator colspan="4" string="Notes"/>
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<field name="description" nolabel="1" colspan="4"/>
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<separator colspan="4"/>
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<group col="8" colspan="4">
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<field name="state"/>
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<button name="case_open" string="Open"
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states="draft,pending" type="object"
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icon="gtk-go-forward" />
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<button name="case_close" string="Close"
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states="open,draft,pending" type="object"
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icon="gtk-close" />
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<button name="case_pending" string="Pending"
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states="draft,open" type="object"
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icon="gtk-media-pause" />
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<button name="case_cancel" string="Cancel"
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states="draft,open,pending" type="object"
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icon="gtk-cancel" />
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<button name="case_escalate" string="Escalate"
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states="open,draft,pending" type="object"
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groups="base.group_extended"
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icon="gtk-go-up" />
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<button name="case_reset"
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string="Reset to Draft" states="done,cancel"
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type="object" icon="gtk-convert" />
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</group>
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</page>
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<page string="Extra Info" groups="base.group_extended">
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<group colspan="2" col="2">
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<separator string="Categorization" colspan="2" col="2"/>
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<field name="company_id"
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groups="base.group_multi_company"
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widget="selection" colspan="2" />
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<field name="categ_id"
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widget="selection"
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domain="[('object_id.model', '=', 'crm.lead')]" />
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<field name="type_id" string="Campaign" select="1"/>
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<field name="referred"/>
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</group>
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<group colspan="2" col="2">
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<separator string="Dates" colspan="2" col="2"/>
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<field name="create_date"/>
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<field name="write_date"/>
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<field name="date_open"/>
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<field name="date_closed"/>
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</group>
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<group colspan="2" col="2">
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<separator string="Statistics" colspan="2" col="2"/>
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<field name="day_open"/>
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<field name="day_close"/>
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</group>
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</page>
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<page string="Emails" groups="base.group_extended">
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<group colspan="4">
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<field colspan="4" name="email_cc" string="CC"/>
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</group>
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<!-- TODO-->
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<field name="message_ids" colspan="4" nolabel="1" mode="form,tree">
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<form string="Communication history">
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<group col="6" colspan="4">
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<field name="date"/>
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<field name="email_to"/>
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<field name="email_from"/>
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</group>
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<notebook colspan="4">
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<page string="Details">
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<field name="description" colspan="4" nolabel="1"/>
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</page>
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<page string="Attachments">
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<field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
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</page>
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</notebook>
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<button colspan="4"
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string="Reply to Last Email"
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name="%(crm.action_crm_send_mail)d"
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context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
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icon="gtk-undo" type="action" />
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</form>
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<tree string="Communication history">
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<field name="date"/>
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<field name="email_from" />
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<field name="email_to"/>
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<field name="description"/>
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</tree>
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</field>
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<button colspan="2" string="Send New Email"
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name="%(crm.action_crm_send_mail)d"
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context="{'mail':'new', 'model': 'crm.lead'}"
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icon="gtk-go-forward" type="action" />
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<button colspan="2" string="Forward to Partner"
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name="%(crm_lead_forward_to_partner_act)d"
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icon="gtk-go-forward" type="action" />
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</page>
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</notebook>
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</form>
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</field>
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</record>
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<!-- CRM Lead Tree View -->
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<record model="ir.ui.view" id="crm_case_tree_view_leads">
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<field name="name">CRM - Leads Tree</field>
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<field name="model">crm.lead</field>
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<field name="type">tree</field>
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<field name="arch" type="xml">
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<tree string="Leads Tree" colors="blue:state=='pending';grey:state in ('cancel', 'done');red:date_deadline < current_date">
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<field name="date_deadline" invisible="1"/>
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<field name="create_date"/>
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<field name="partner_name"/>
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<field name="name"/>
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<field name="email_from"/>
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<field name="phone"/>
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<field name="categ_id" invisible="1"/>
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<field name="type_id" invisible="1"/>
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<field name="referred" invisible="1"/>
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<field name="stage_id"/>
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<button name="stage_previous" string="Previous"
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states="open,pending" type="object" icon="gtk-go-back" />
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<button name="stage_next" string="Next"
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states="open,pending" type="object"
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icon="gtk-go-forward" />
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<field name="section_id"
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invisible="context.get('invisible_section', True)" />
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<field name="user_id" />
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<field name="state" />
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<button name="case_open" string="Open"
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states="draft,pending" type="object"
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icon="gtk-go-forward" />
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<button name="case_close" string="Close"
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states="open,draft,pending" type="object"
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icon="gtk-close" />
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<button string="Convert to Opportunity"
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name="convert_opportunity"
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states="draft,open,pending" icon="gtk-index"
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type="object" />
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<button name="case_escalate" string="Escalate"
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states="open,draft,pending" type="object"
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icon="gtk-go-up" />
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<button name="case_cancel" string="Cancel"
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states="draft,open,pending" type="object"
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icon="gtk-cancel" />
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</tree>
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</field>
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</record>
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<!-- CRM Lead Calendar View -->
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<record model="ir.ui.view" id="crm_case_calendar_view_leads">
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<field name="name">CRM - Leads Calendar</field>
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<field name="model">crm.lead</field>
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<field name="type">calendar</field>
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<field name="priority" eval="2"/>
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<field name="arch" type="xml">
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<calendar string="Meeting For Leads Generation"
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date_start="create_date" color="user_id"
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date_delay="duration">
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<field name="name" />
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<field name="partner_name" />
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<field name="partner_contact" />
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</calendar>
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</field>
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</record>
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<!-- CRM Lead Search View -->
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<record id="view_crm_case_leads_filter" model="ir.ui.view">
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<field name="name">CRM - Leads Search</field>
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<field name="model">crm.lead</field>
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<field name="type">search</field>
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<field name="arch" type="xml">
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<search string="Search Leads">
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<filter icon="terp-check"
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string="Current"
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default="1" name="current"
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domain="[('state','in',('draft','open'))]"/>
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<filter icon="terp-camera_test"
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string="Open"
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domain="[('state','=','open')]"/>
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<filter icon="terp-gtk-media-pause"
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string="Pending"
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domain="[('state','=','pending')]"/>
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<separator orientation="vertical"/>
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<filter icon="terp-go-today" string="Today"
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domain="[('create_date','<', time.strftime('%%Y-%%m-%%d 23:59:59')), \
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('create_date','>=', time.strftime('%%Y-%%m-%%d 23:59:59'))]"
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help="Todays' Opportunities" />
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<filter icon="terp-go-week" string="7 Days"
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help="Opportunities during last 7 days"
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domain="[('create_date','<', time.strftime('%%Y-%%m-%%d')),\
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('create_date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
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/>
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<separator orientation="vertical"/>
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<field name="partner_name"/>
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<field name="email_from"/>
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<field name="user_id">
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<filter icon="terp-personal-"
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domain="[('user_id','=', False)]"
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help="Unassigned Leads" />
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</field>
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<field name="section_id" default="context.get('section_id', False)" widget="selection"
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context="{'invisible_section': False}">
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<filter icon="terp-personal+"
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context="{'invisible_section': False}"
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domain="[('section_id.user_id','=',uid)]"
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help="My Sale Team"/>
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<filter icon="terp-personal+"
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context="{'invisible_section': False}"
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domain="[]"
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help="Show Sales Team"/>
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</field>
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<newline/>
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<group expand="0" string="Group By...">
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<filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
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<filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
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<filter string="Source" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'categ_id'}"/>
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<separator orientation="vertical"/>
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<filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
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<filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
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<filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
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<separator orientation="vertical"/>
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<filter string="Creation" icon="terp-go-month"
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domain="[]" context="{'group_by':'create_date'}" />
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</group>
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</search>
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</field>
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</record>
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</data>
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</openerp>
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