193 lines
11 KiB
XML
193 lines
11 KiB
XML
<?xml version="1.0"?>
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<openerp>
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<data>
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# ------------------------------------------------------
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# Prospects
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# ------------------------------------------------------
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<record model="ir.ui.view" id="crm_case_form_view_leads">
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<field name="name">CRM - Prospects Form</field>
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<field name="model">crm.case</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="Prospects Form">
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<group colspan="4" col="7">
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<field name="name" select="1" string="Prospect Subject"/>
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<field name="section_id" colspan="1"/>
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<label string="Stage: " align="1.0"/>
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<group colspan="1" col="2">
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<field name="stage_id" select="1" nolabel="1"/>
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<button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
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</group>
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<button string="Convert to Partner" icon="terp-partner" name="%(wizard_crm_partner_create)d" type="action" attrs="{'invisible':[('partner_id','!=',False)]}"/>
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<field name="user_id" select="2"/>
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<field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Prospect Source"/>
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<field name="category2_id" string="Campaign Type" select="1"/>
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<button string="Convert to Opportunity" name="%(wizard_crm_opportunity_set)d" icon="gtk-index" type="action"/>
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</group>
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<notebook colspan="4">
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<page string="Prospects">
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<separator string="Prospect Information" colspan="4"/>
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<field name="partner_name" string="Prospect Name"/>
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<field name="partner_name2" string="Contact Name"/>
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<field name="partner_phone"/>
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<field name="partner_mobile"/>
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<field name="email_from" string="Prospect Email"/>
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<newline/>
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<field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)"/>
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<field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)"/>
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<field name="priority" string="Priority"/>
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<newline/>
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<separator colspan="4" string="Prospect Details"/>
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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" select="2"/>
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<button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
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<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
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<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
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<button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
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<button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
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<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
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</group>
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</page>
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<page string="History">
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<field name="id" select="1"/>
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<field name="active" select="2"/>
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<newline/>
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<field name="planned_revenue"/>
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<field name="planned_cost"/>
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<field name="probability"/>
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<newline/>
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<field name="canal_id"/>
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<field name="som"/>
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<separator colspan="4" string="Dates"/>
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<field name="create_date"/>
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<field name="date_closed"/>
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<field name="date_action_last"/>
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<field name="date"/>
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<separator colspan="4" string="References"/>
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<field name="ref" colspan="4"/>
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<field name="ref2" colspan="4"/>
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<field name="log_ids" nolabel="1" colspan="4">
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<form string="Actions">
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<separator string="Action Information" colspan="4"/>
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<field name="name" colspan="4"/>
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<field name="date"/>
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<field name="user_id"/>
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<field name="som"/>
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<field name="canal_id"/>
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</form>
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</field>
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</page>
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<page string="Events">
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<field name="child_ids" colspan="4" nolabel="1">
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<tree string="Related Cases">
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<field name="id"/>
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<field name="date"/>
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<field name="name"/>
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<field name="partner_id"/>
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<field name="user_id"/>
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<field name="section_id"/>
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<field name="state"/>
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</tree>
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</field>
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</page>
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<page string="Emails">
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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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<field name="history_line" 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"/>
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<field name="canal_id"/>
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</group>
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<newline/>
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<field name="description" colspan="4" nolabel="1"/>
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<button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-go-forward" type="action"/>
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</form>
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<tree string="Communication history">
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<field name="description"/>
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<field name="email"/>
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<field name="date"/>
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</tree>
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</field>
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<button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" 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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<record model="ir.ui.view" id="crm_case_tree_view_leads">
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<field name="name">CRM - Prospects Tree</field>
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<field name="model">crm.case</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="Prospects Tree" colors="red:state=='open'">
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<field name="id"/>
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<field name="name" string="Prospect Subject"/>
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<field name="partner_phone"/>
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<field name="partner_name2" string="Contact Name"/>
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<field name="stage_id"/>
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<field name="categ_id" string="Prospects Source"/>
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<field name="category2_id" string="Campaign Type"/>
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<field name="user_id"/>
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<field name="state"/>
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<button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
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<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
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<button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
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<button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
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<button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
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<button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
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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_case_calendar_view_leads">
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<field name="name">CRM - Prospects Calendar</field>
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<field name="model">crm.case</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 Prospects Generation" date_start="date" color="user_id" 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_name2"/>
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</calendar>
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</field>
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</record>
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<record id="view_crm_case_leads_filter" model="ir.ui.view">
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<field name="name">crm.case.leads.select</field>
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<field name="model">crm.case</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 Prospects">
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<group col="5" colspan="1">
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<filter icon="gtk-execute" string="My Prospects" domain="[('user_id','=',uid)]" separator="1" help="Prospects Related to Current User"/>
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<filter icon="gtk-execute" string="Assigned Prospects" domain="[('section_id.name','=','Prospects'),('stage_id.name','=','Assigned')]" separator="1" help="All Assigned Prospects"/>
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<filter icon="gtk-execute" string="In Process Prospects" domain="[('section_id.name','=','Prospects'),('stage_id.name','=','In Process')]" separator="1" help="In Process Prospects"/>
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<filter icon="gtk-execute" string="Converted Prospects" domain="[('section_id.name','=','Prospects'),('stage_id.name','=','Converted')]" separator="1" help="Converted Prospects"/>
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</group>
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<group col="4" colspan="4">
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<field name="state" select="1">
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<filter icon="terp-crm" domain="[('state','=','draft')]" help="Draft Prospects"/>
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<filter icon="terp-crm" domain="[('state','=','open')]" help="Open Prospects"/>
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<filter icon="terp-crm" domain="[('state','=','pending')]" help="Pending Prospects"/>
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</field>
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<field name="name" select='1'/>
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<field name="user_id" select="1" widget="selection"/>
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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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