216 lines
10 KiB
XML
216 lines
10 KiB
XML
<openerp>
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<data>
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<!-- lead views-->
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<record model="ir.ui.view" id="crm_lead_portal_tree">
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<field name="name">partner lead</field>
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<field name="model">crm.lead</field>
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<field name="priority" eval="32"/>
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<field name="arch" type="xml">
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<tree string="Leads" colors="red:stage_id and stage_id[1]=='Disinterested';black:stage_id and stage_id[1]=='Interested'">
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<field name="date_deadline" invisible="1"/>
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<field name="create_date"/>
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<field name="name" string="Subject"/>
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<field name="contact_name"/>
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<field name="country_id" invisible="context.get('invisible_country', True)" />
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<field name="email_from"/>
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<field name="phone"/>
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<field name="stage_id" invisible="1"/>
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<field name="campaign_id" invisible="1"/>
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<field name="referred" invisible="1"/>
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<field name="medium_id" invisible="1"/>
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<field name="section_id" invisible="context.get('invisible_section', True)" groups="base.group_multi_salesteams"/>
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<button string="I'm interested" name="case_interested" icon="gtk-index" type="object"/>
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<button string="I'm not interested" name="case_disinterested" icon="gtk-close" type="object"/>
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</tree>
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</field>
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</record>
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<record model= "ir.ui.view" id="crm_lead_portal_form">
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<field name="name">crm_portal_form</field>
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<field name="model">crm.lead</field>
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<field name="priority" eval="32"/>
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<field name="arch" type="xml">
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<form string="Leads">
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<header>
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<button string="I'm interested" name="case_interested" icon="gtk-index" type="object"/>
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<button string="I'm not interested" name="case_disinterested" icon="gtk-close" type="object"/>
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</header>
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<sheet>
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<group>
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<group>
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<field name="partner_name" string="Partner Name" readonly="1"/>
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<field name="title" widget="selection" readonly="1"/>
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<field name="contact_name" readonly="1"/>
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<field name="function" readonly="1"/>
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<field name="email_from" readonly="1"/>
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<field name="phone" readonly="1"/>
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<field name="fax" readonly="1"/>
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<field name="mobile" readonly="1"/>
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</group>
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<group>
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<field name="street" readonly="1"/>
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<field name="street2" readonly="1"/>
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<field name="zip" readonly="1"/>
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<field name="city" readonly="1"/>
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<field name="country_id" readonly="1"/>
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<field name="state_id" readonly="1"/>
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</group>
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<label for="description" colspan="2"/>
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<field name="description" nolabel="1" colspan="2"/>
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</group>
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</sheet>
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<div class="oe_chatter">
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<field name="message_follower_ids" widget="mail_followers"/>
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<field name="message_ids" widget="mail_thread" readonly="1"/>
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</div>
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</form>
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</field>
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</record>
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<!-- opportunity views-->
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<record model="ir.ui.view" id="crm_opportunity_portal_tree">
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<field name="name">partner lead</field>
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<field name="model">crm.lead</field>
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<field name="priority" eval="32"/>
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<field name="arch" type="xml">
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<tree string="Leads">
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<field name="date_deadline" invisible="1"/>
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<field name="create_date" groups="base.group_no_one"/>
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<field name="name" string="Opportunity"/>
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<field name="partner_id" string="Customer"/>
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<field name="country_id" invisible="context.get('invisible_country', True)" />
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<field name="date_action"/>
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<field name="title_action" />
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<field name="medium_id" invisible="1"/>
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<field name="campaign_id" invisible="1"/>
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<field name="planned_revenue" sum="Expected Revenues"/>
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<field name="probability" widget="progressbar" avg="Avg. of Probability"/>
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<field name="section_id" groups="base.group_multi_salesteams" invisible="context.get('invisible_section', True)" />
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<field name="priority" invisible="1"/>
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</tree>
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</field>
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</record>
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<record model= "ir.ui.view" id="crm_opportunity_portal_form">
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<field name="name">crm_portal_form</field>
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<field name="model">crm.lead</field>
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<field name="priority" eval="32"/>
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<field name="arch" type="xml">
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<form string="Leads">
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<sheet>
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<group>
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<field name="name" required="1" string="Opportunity"/>
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<field name="planned_revenue" readonly="1"/>
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<field name="probability" readonly="1"/>
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<field name="date_deadline"/>
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<newline/>
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<field name="date_action" readonly="1"/>
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<field name="title_action" readonly="1"/>
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<field name="priority" string="Priority" readonly="1"/>
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<newline/>
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<field name="type" invisible="1" readonly="1"/>
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</group>
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<notebook colspan="4">
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<page string="Opportunity">
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<group col="2">
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<separator string="Contact" colspan="2"/>
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<group col="2">
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<field name="partner_id" select="1"
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string="Customer"
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colspan="2" readonly="1"/>
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<field name="partner_name" string="Customer Name" readonly="1"/>
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<field domain="[('domain', '=', 'contact')]" name="title" widget="selection" readonly="1"/>
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<field name="function" readonly="1"/>
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<field name="street" readonly="1"/>
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<field name="street2" readonly="1"/>
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</group>
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<group col="2">
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<field name="zip" readonly="1"/>
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<field name="city" readonly="1"/>
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<field name="country_id" readonly="1"/>
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<field name="state_id" readonly="1"/>
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<field name="phone" readonly="1"/>
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</group>
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</group>
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<group col="2">
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<group col="2">
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<separator string="Communication" colspan="2"/>
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<field name="email_from" readonly="1"/>
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<field name="phone" readonly="1"/>
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<field name="fax" readonly="1"/>
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<field name="mobile" readonly="1"/>
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</group>
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<group col="2">
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<separator string="Categorization" colspan="2"/>
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<field name="campaign_id" readonly="1"/>
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<field name="medium_id" readonly="1"/>
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</group>
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</group>
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<separator string="Details" />
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<field name="description" nolabel="1" colspan="4"/>
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</page>
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</notebook>
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</sheet>
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<div class="oe_chatter">
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<field name="message_follower_ids" widget="mail_followers"/>
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<field name="message_ids" widget="mail_thread" readonly="1"/>
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</div>
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</form>
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</field>
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</record>
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<!-- leads -->
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<record id="action_portal_leads" model="ir.actions.act_window">
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<field name="name">Leads</field>
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<field name="res_model">crm.lead</field>
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<field name="view_mode">tree,form</field>
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<field name="view_id" ref="crm_lead_portal_tree"/>
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<field name="domain">[('type','like','lead')]</field>
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</record>
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<record id="action_portal_lead_tree" model="ir.actions.act_window.view">
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<field name="sequence" eval="0"/>
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<field name="view_mode">tree</field>
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<field name="view_id" ref="crm_lead_portal_tree"/>
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<field name="act_window_id" ref="action_portal_leads"/>
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</record>
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<record id="action_portal_lead_form" model="ir.actions.act_window.view">
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<field name="sequence" eval="1"/>
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<field name="view_mode">form</field>
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<field name="view_id" ref="crm_lead_portal_form"/>
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<field name="act_window_id" ref="action_portal_leads"/>
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</record>
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<!-- opportunities -->
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<record id="action_portal_opportunities" model="ir.actions.act_window">
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<field name="name">Opportunities</field>
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<field name="res_model">crm.lead</field>
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<field name="view_mode">tree,form</field>
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<field name="view_id" ref="crm_opportunity_portal_tree"/>
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<field name="domain">[('type','like','opportunity')]</field>
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</record>
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<record id="action_portal_opportunities_tree" model="ir.actions.act_window.view">
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<field name="sequence" eval="0"/>
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<field name="view_mode">tree</field>
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<field name="view_id" ref="crm_opportunity_portal_tree"/>
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<field name="act_window_id" ref="action_portal_opportunities"/>
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</record>
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<record id="action_portal_opportunities_form" model="ir.actions.act_window.view">
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<field name="sequence" eval="1"/>
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<field name="view_mode">form</field>
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<field name="view_id" ref="crm_opportunity_portal_form"/>
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<field name="act_window_id" ref="action_portal_opportunities"/>
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</record>
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<!--menus-->
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<menuitem name="Leads & Opportunities" id="portal_leads" parent="portal.portal_menu" sequence="25"/>
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<menuitem action="action_portal_leads" sequence="0" id="openerp_portal_menu_sales_leads_current" parent="portal_leads"/>
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<menuitem action="action_portal_opportunities" sequence="1" id="openerp_portal_menu_sales_leads_current1" parent="portal_leads"/>
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</data>
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</openerp>
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