367 lines
20 KiB
XML
367 lines
20 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">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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<field name="help">Create specific stages that will help your sales better organise their sales pipeline by maintaining them to their leads and sales opportunities. It will allow them to easily track how is positioned a specific lead or opportunity in the sales cycle.</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="base.menu_crm_config_lead" />
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<!-- Lead/Opportunity Categories Action -->
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<record id="crm_lead_categ_action" model="ir.actions.act_window">
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<field name="name">Categories</field>
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<field name="res_model">crm.case.categ</field>
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<field name="view_type">form</field>
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<field name="view_id" ref="crm_case_categ_tree-view"/>
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<field name="context">{'object_id': 'crm.lead'}</field>
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<field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
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<field name="help">Create specific categories that fit your company's activities in order to better classify and analyse them after they have been maintained in your leads and opportunities. You can use categories to reflect your product structure or the different types of sales you do.</field>
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</record>
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<menuitem action="crm_lead_categ_action"
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id="menu_crm_lead_categ" name="Categories"
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parent="base.menu_crm_config_lead" sequence="1"/>
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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="Subject"/>
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<field name="priority"/>
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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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<button
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name="convert_opportunity"
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string="Convert to Opportunity"
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help="Convert to Opportunity" icon="gtk-go-forward"
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type="object"/>
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<newline />
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<field name="section_id" widget="selection" />
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<field name="user_id" />
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<field name="stage_id" domain="[('object_id.model', '=', 'crm.lead'), ('section_ids', '=', section_id)]"/>
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<group col="2" colspan="1">
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<button name="stage_previous" string=""
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states="open,pending,draft" type="object"
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icon="gtk-go-back" />
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<button name="stage_next" string=""
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states="open,pending,draft" 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="4" col="2">
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<field name="partner_name" string="Partner Name" />
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</group>
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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="contact_name" colspan="4"/>
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<newline/>
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<field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
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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" on_change="onchange_partner_id(partner_id, email_from)" string="Customer"/>
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<button
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name="%(action_crm_lead2partner)d"
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icon="terp-partner" 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_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_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_mark_lost" string="Close"
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states="open,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="open" type="object"
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icon="gtk-media-pause" />
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<button name="case_escalate" string="Escalate"
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states="open,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="type_id" select="1" widget="selection"/>
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<field name="channel_id" select="1" widget="selection"/>
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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="Mailings" colspan="2" col="2"/>
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<field name="optin"/>
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<field name="optout"/>
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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="History" groups="base.group_extended">
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<group colspan="4">
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<field colspan="4" name="email_cc" widget="char" size="512"/>
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</group>
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<field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
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<tree string="Communication history">
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<field name="display_text" string="History Information"/>
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<field name="history" invisible="1"/>
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<button
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string="Reply" attrs="{'invisible': [('history', '!=', True)]}"
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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="terp-mail-replied" type="action" />
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</tree>
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<form string="Communication history">
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<group col="4" colspan="4">
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<field name="email_from"/>
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<field name="date"/>
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<field name="email_to" widget="char" size="512"/>
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<field name="email_cc" widget="char" size="512"/>
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<field name="name" colspan="4" widget="char" size="512"/>
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<field name="history" invisible="1"/>
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</group>
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<notebook colspan="4">
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<page string="Details">
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<group attrs="{'invisible': [('history', '!=', True)]}">
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<field name="description" colspan="4" nolabel="1" height="250"/>
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<button colspan="4"
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string="Reply"
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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="terp-mail-replied" type="action" />
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</group>
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<group attrs="{'invisible': [('history', '=', True)]}">
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<field name="display_text" colspan="4" nolabel="1" height="250"/>
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</group>
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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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</form>
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</field>
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<button string="Add Internal Note"
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name="%(crm.action_crm_add_note)d"
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context="{'model': 'crm.lead' }"
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icon="terp-document-new" type="action" />
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<button 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="terp-mail-message-new" 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">Leads</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" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
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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="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="channel_id" invisible="1"/>
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<field name="stage_id"/>
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<button name="stage_previous" string="Previous Stage"
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states="open,pending" type="object" icon="gtk-go-back" />
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<button name="stage_next" string="Next Stage"
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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" 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-go-forward"
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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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</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="Leads Generation"
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date_start="create_date" color="user_id">
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<field name="name" />
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<field name="partner_name" />
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<field name="partner_address_id" />
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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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name="current" help="Draft and Open Leads"
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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')), ('create_date','>=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
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help="Todays' Leads" />
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<filter icon="terp-go-week" string="7 Days"
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help="Leads creating during last 7 days"
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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'))]"
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/>
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<separator orientation="vertical"/>
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<field name="name" string="Subject"/>
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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" widget="selection"
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context="{'invisible_section': False}">
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<filter icon="terp-personal+" groups="base.group_extended"
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context="{'invisible_section': False}"
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domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
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help="My Sales Team(s)"/>
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<filter icon="terp-personal+" groups="base.group_extended"
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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="Extended Filters..." groups="base.group_extended">
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<field name="stage_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
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<field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
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<separator orientation="vertical"/>
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<field name="country_id" context="{'invisible_country': False}">
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<filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
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</field>
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<separator orientation="vertical"/>
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<field name="company_id" widget="selection" groups="base.group_multi_company"/>
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<newline/>
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<field name="create_date" string="Creation Date"/>
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<field name="date_closed"/>
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</group>
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<newline/>
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<group expand="0" string="Group By...">
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<filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
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<filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_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="Category" icon="terp-stock_symbol-selection" domain="[]" context="{'group_by':'categ_id'}"/>
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<filter string="Campaign" icon="terp-gtk-jump-to-rtl"
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domain="[]" context="{'group_by':'type_id'}" />
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<filter string="Channel" icon="terp-call-start"
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domain="[]" context="{'group_by':'channel_id'}" />
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<separator orientation="vertical"/>
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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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<separator orientation="vertical"/>
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<filter string="Creation" help="Create date" 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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