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[IMP] crm: improve view of lead and oopt. 

bzr revid: hmo@tinyerp.com-20100203132710-bc2tzv3aqf0e1969
This commit is contained in:
Harry (Open ERP) 2010-02-03 18:57:10 +05:30
parent dfdc779ca5
commit 1cc4bda393
3 changed files with 13 additions and 26 deletions
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27
addons/crm/crm_lead_view.xml
View File

@ -36,32 +36,23 @@
</group>
<group colspan="1" col="1">
<button string="Create Opportunity" name="%(wizard_crm_lead_opportunity_set)d" icon="gtk-index" type="action"/>
<label string=""/>
<button string="Convert to Partner"
icon="terp-partner" name="%(wizard_crm_lead_partner_create)d"
type="action" attrs="{'invisible':[('partner_id','!=',False)]}"
/>
</group>
<group colspan="3" col="4">
<notebook>
<page string="Leads">
<separator colspan="4" string="Communication"/>
<separator colspan="4" string="Communication"/>
<field name="partner_id" string="Partner"/>
<field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)"/>
<field name="partner_phone"/>
<field name="partner_mobile"/>
<label string="Partner:" align="1.0"/>
<group colspan="1" col="2">
<field name="partner_id" nolabel="1" colspan="1"/>
<button string="Convert to Partner"
icon="terp-partner" name="%(wizard_crm_lead_partner_create)d"
type="action" attrs="{'invisible':[('partner_id','!=',False)]}"
/>
</group>
<field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)"/>
<separator colspan="4" string="Status and Categarization"/>
<group colspan="4" col="6">
<field name="user_id" select="2"/>
<label string="Status: " align="1.0"/>
<group colspan="1" col="2">
<field name="stage_id" select="1" nolabel="1" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/>
<button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
</group>
<field name="user_id" select="2"/>
<field name="stage_id" select="1" string="Status" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/>
<field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Lead Source" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/>
<field name="type_id" string="Campaign" select="1"/>

10
addons/crm/crm_opportunity_view.xml
View File

@ -64,12 +64,8 @@
<separator colspan="4" string="Status and Categarization"/>
<group colspan="4" col="6">
<field name="user_id" select="2" string="Responsible"/>
<label string="Sales Stage: " align="1.0"/>
<group colspan="1" col="2">
<field name="stage_id" select="1" nolabel="1" required="1" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/>
<button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
</group>
<field name="user_id" select="2" string="Responsible"/>
<field name="stage_id" select="1" string="Sales Stage" required="1" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/>
<field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Lead Source" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/>
<field name="type_id" select="1" string="Campaign"/>
<field name="section_id" colspan="1" widget="selection"/>
@ -163,7 +159,7 @@
<field name="partner_id" string="Partner"/>
<field name="planned_revenue"/>
<field name="probability"/>
<field name="date_deadline"/>
<field name="date_deadline" string="Excepted Close Date"/>
<field name="user_id"/>
<field name="state"/>
<button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>

2
addons/sale_crm/sale_crm_view.xml
View File

@ -9,7 +9,7 @@
<field name="inherit_id" ref="crm.crm_case_form_view_oppor"/>
<field name="arch" type="xml">
<xpath expr="/form[@string='Opportunities']/group/button[@string='Schedule Call']" position="after">
<button string="Convert to Quote" icon="terp-sale" name="%(sale_crm_wizard)d" type="action"/>
<button string="Quotation" icon="terp-sale" name="%(sale_crm_wizard)d" type="action"/>
</xpath>
</field>
</record>