odoo/addons/crm/crm_lead_view.xml

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<?xml version="1.0"?>
<openerp>
<data>
<!--Lead Stage Form view -->
<record id="crm_lead_stage_act" model="ir.actions.act_window">
<field name="name">Stages</field>
<field name="res_model">crm.case.stage</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm.crm_case_stage_tree"/>
<field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
<field name="context">{'object_id':'crm.lead'}</field>
</record>
<menuitem action="crm_lead_stage_act" id="menu_crm_lead_stage_act" name="Stages"
groups="base.group_extended,base.group_system" sequence="0"
parent="base.menu_crm_config_lead" />
<!-- Resource Type Form View -->
<record id="crm_lead_resource_act" model="ir.actions.act_window">
<field name="name">Lead Sources</field>
<field name="res_model">crm.case.resource.type</field>
<field name="view_type">form</field>
<field name="view_id" ref="crm.crm_case_resource_type_tree"/>
<field name="domain">[('object_id.model', '=', 'crm.lead')]</field>
<field name="context">{'object_id':'crm.lead'}</field>
</record>
<menuitem action="crm_lead_resource_act"
id="menu_crm_lead_resource_act" name="Lead Sources"
groups="base.group_extended,base.group_system" sequence="2"
parent="base.menu_crm_config_lead" />
<!-- CRM Lead Form View -->
<record model="ir.ui.view" id="crm_case_form_view_leads">
<field name="name">CRM - Leads Form</field>
<field name="model">crm.lead</field>
<field name="type">form</field>
<field name="arch" type="xml">
<form string="Leads Form">
<group colspan="4" col="7">
<field name="name" required="1" string="Name"/>
<field name="priority"/>
<button
name="convert_opportunity"
string="Convert to Opportunity"
help="Convert to Opportunity"
icon="gtk-index"
colspan="2"
type="object"/>
<newline />
<field name="section_id" widget="selection" />
<field name="user_id" />
<field name="stage_id"
domain="[('section_id','=',section_id), ('object_id.model', '=', 'crm.lead')]" />
<group col="2" colspan="1">
<button name="stage_previous" string="Previous"
states="open,pending" type="object"
icon="gtk-go-back" />
<button name="stage_next" string="Next"
states="open,pending" type="object"
icon="gtk-go-forward" />
</group>
<field name="type" invisible="1"/>
</group>
<notebook colspan="4">
<page string="Lead">
<group colspan="2" col="4">
<separator string="Contact" colspan="4" col="4"/>
<field name="partner_name" string="Partner Name" colspan="4"/>
<newline/>
<field domain="[('domain', '=', 'contact')]" name="title"/>
<field name="function" />
<field name="street" colspan="4"/>
<field name="street2" colspan="4"/>
<field name="zip"/>
<field name="city"/>
<field name="country_id"/>
<field name="state_id"/>
</group>
<group colspan="2" col="3">
<separator string="Communication" colspan="4" col="3"/>
<field name="email_from" widget="email"/>
<newline/>
<field name="phone"/>
<newline/>
<field name="fax"/>
<newline/>
<field name="mobile"/>
<newline/>
<separator string="Links" colspan="4" col="3"/>
<field name="partner_id" on_change="onchange_partner_id(partner_id, email_from)"/>
<button
name="%(action_crm_lead2partner)d"
icon="gtk-index" type="action"
string="Create"
attrs="{'invisible':[('partner_id','!=',False)]}"/>
</group>
<separator colspan="4" string="Notes"/>
<field name="description" nolabel="1" colspan="4"/>
<separator colspan="4"/>
<group col="8" colspan="4">
<field name="state"/>
<button name="case_open" string="Open"
states="draft,pending" type="object"
icon="gtk-go-forward" />
<button name="case_close" string="Close"
states="open,draft,pending" type="object"
icon="gtk-close" />
<button name="case_pending" string="Pending"
states="draft,open" type="object"
icon="gtk-media-pause" />
<button name="case_cancel" string="Cancel"
states="draft,open,pending" type="object"
icon="gtk-cancel" />
<button name="case_escalate" string="Escalate"
states="open,draft,pending" type="object"
groups="base.group_extended"
icon="gtk-go-up" />
<button name="case_reset"
string="Reset to Draft" states="done,cancel"
type="object" icon="gtk-convert" />
</group>
</page>
<page string="Extra Info" groups="base.group_extended">
<group colspan="2" col="2">
<separator string="Categorization" colspan="2" col="2"/>
<field name="company_id"
groups="base.group_multi_company"
widget="selection" colspan="2" />
<field name="categ_id"
widget="selection"
domain="[('object_id.model', '=', 'crm.lead')]" />
<field name="type_id" string="Campaign" select="1"/>
<field name="referred"/>
</group>
<group colspan="2" col="2">
<separator string="Dates" colspan="2" col="2"/>
<field name="create_date"/>
<field name="write_date"/>
<field name="date_open"/>
<field name="date_closed"/>
</group>
<group colspan="2" col="2">
<separator string="Mailings" colspan="2" col="2"/>
<field name="optin"/>
<field name="optout"/>
</group>
<group colspan="2" col="2">
<separator string="Statistics" colspan="2" col="2"/>
<field name="day_open"/>
<field name="day_close"/>
</group>
</page>
<page string="History" groups="base.group_extended">
<group colspan="4">
<field colspan="4" name="email_cc" string="Global CC" widget="char" size="512"/>
</group>
<field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
<tree string="Communication history">
<field name="display_text" string="History Information"/>
<button
string="Reply" attrs="{'invisible': [('history', '!=', True)]}"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
icon="terp-mail-replied" type="action" />
</tree>
<form string="Communication history">
<group col="4" colspan="4">
<field name="email_from"/>
<field name="date"/>
<field name="email_to" widget="char" size="512"/>
<field name="email_cc" widget="char" size="512"/>
<field name="name" colspan="4" widget="char" size="512"/>
<field name="history" invisible="1"/>
</group>
<notebook colspan="4">
<page string="Details">
<group attrs="{'invisible': [('history', '!=', True)]}">
<field name="description" colspan="4" nolabel="1" height="250"/>
<button colspan="4"
string="Reply"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
icon="terp-mail-replied" type="action" />
</group>
<group attrs="{'invisible': [('history', '=', True)]}">
<field name="display_text" colspan="4" nolabel="1" height="250"/>
</group>
</page>
<page string="Attachments">
<field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
</page>
</notebook>
</form>
</field>
<button colspan="2" string="Send New Email"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'new', 'model': 'crm.lead'}"
icon="terp-mail-message-new" type="action" />
<button colspan="2" string="Forward"
name="%(crm_lead_forward_to_partner_act)d"
icon="terp-mail-forward" type="action" />
</page>
</notebook>
</form>
</field>
</record>
<!-- CRM Lead Tree View -->
<record model="ir.ui.view" id="crm_case_tree_view_leads">
<field name="name">Leads</field>
<field name="model">crm.lead</field>
<field name="type">tree</field>
<field name="arch" type="xml">
<tree string="Leads" colors="blue:state=='pending';grey:state in ('cancel', 'done')">
<field name="date_deadline" invisible="1"/>
<field name="create_date"/>
<field name="name"/>
<field name="partner_name"/>
<field name="country_id" invisible="context.get('invisible_country', True)" />
<field name="email_from"/>
<field name="phone"/>
<field name="categ_id" invisible="1"/>
<field name="type_id" invisible="1"/>
<field name="referred" invisible="1"/>
<field name="stage_id" />
<button name="stage_previous" string="Previous Stage"
states="open,pending" type="object" icon="gtk-go-back" />
<button name="stage_next" string="Next Stage"
states="open,pending" type="object"
icon="gtk-go-forward" />
<field name="section_id" invisible="context.get('invisible_section', True)" />
<field name="user_id" />
<field name="state" />
<button name="case_open" string="Open"
states="draft,pending" type="object"
icon="gtk-go-forward" />
<button name="case_close" string="Close"
states="open,draft,pending" type="object"
icon="gtk-close" />
<button string="Convert to Opportunity"
name="convert_opportunity"
states="draft,open,pending" icon="gtk-index"
type="object" />
<button name="case_escalate" string="Escalate"
states="open,draft,pending" type="object"
icon="gtk-go-up" />
<button name="case_cancel" string="Cancel"
states="draft,open,pending" type="object"
icon="gtk-cancel" />
</tree>
</field>
</record>
<!-- CRM Lead Calendar View -->
<record model="ir.ui.view" id="crm_case_calendar_view_leads">
<field name="name">CRM - Leads Calendar</field>
<field name="model">crm.lead</field>
<field name="type">calendar</field>
<field name="priority" eval="2"/>
<field name="arch" type="xml">
<calendar string="Leads Generation"
date_start="create_date" color="user_id">
<field name="name" />
<field name="partner_name" />
<field name="partner_address_id" />
</calendar>
</field>
</record>
<!-- CRM Lead Search View -->
<record id="view_crm_case_leads_filter" model="ir.ui.view">
<field name="name">CRM - Leads Search</field>
<field name="model">crm.lead</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Leads">
<filter icon="terp-check"
string="Current"
default="1" name="current"
domain="[('state','in',('draft','open'))]"/>
<filter icon="terp-camera_test"
string="Open"
domain="[('state','=','open')]"/>
<filter icon="terp-gtk-media-pause"
string="Pending"
domain="[('state','=','pending')]"/>
<separator orientation="vertical"/>
<filter icon="terp-go-today" string="Today"
domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
help="Todays' Leads" />
<filter icon="terp-go-week" string="7 Days"
help="Leads creating during last 7 days"
domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')),('create_date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d 00:00:00'))]"
/>
<separator orientation="vertical"/>
<field name="name"/>
<field name="partner_name"/>
<field name="email_from"/>
<field name="user_id">
<filter icon="terp-personal-"
domain="[('user_id','=', False)]"
help="Unassigned Leads" />
</field>
<field name="section_id" default="context.get('section_id', False)" widget="selection"
context="{'invisible_section': False}">
<filter icon="terp-personal+"
context="{'invisible_section': False}"
domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
help="My Sales Team(s)"/>
<filter icon="terp-personal+"
context="{'invisible_section': False}"
domain="[]"
help="Show Sales Team"/>
</field>
<newline/>
<group expand="0" string="Group By...">
<filter string="Stage" icon="terp-stage" domain="[]" context="{'group_by':'stage_id'}"/>
<filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
<filter string="Source" icon="terp-gtk-jump-to-rtl" domain="[]" context="{'group_by':'categ_id'}"/>
<separator orientation="vertical"/>
<filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
<filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
<filter string="Referrer" icon="terp-personal" domain="[]" context="{'group_by':'referred'}"/>
<separator orientation="vertical"/>
<filter string="Creation" icon="terp-go-month"
domain="[]" context="{'group_by':'create_date'}" />
</group>
<newline/>
<group expand="0" string="Extended Filters..." groups="base.group_extended">
<field name="stage_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
<field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
<separator orientation="vertical"/>
<field name="country_id" context="{'invisible_country': False}">
<filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
</field>
<separator orientation="vertical"/>
<field name="company_id" widget="selection" groups="base.group_multi_company"/>
<newline/>
<field name="create_date" string="Creation Date"/>
<field name="date_closed"/>
</group>
</search>
</field>
</record>
</data>
</openerp>