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[IMP]: crm: * Created lead demo draft and trigger the state for history 

* Put tooltip in lead search view
* Put proper icon for send new mail and reply to last mail

bzr revid: rpa@tinyerp.com-20100629072815-ba0xclblf4120ehq
This commit is contained in:
rpa (Open ERP) 2010-06-29 12:58:15 +05:30
parent 8f73ad8c1f
commit a3f0a6f367
9 changed files with 136 additions and 30 deletions
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118
addons/crm/crm_lead_demo.xml
View File

@ -12,7 +12,7 @@
<field name="type">lead</field>
<field name="user_id" ref="base.user_root"/>
<field eval="'Luc Latour'" name="partner_name"/>
<field eval="'open'" name="state"/>
<field eval="'draft'" name="state"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="'(726) 782-0636'" name="mobile"/>
<field eval="1" name="active"/>
@ -21,13 +21,14 @@
<field eval="'The Oil Company'" name="name"/>
<field eval="'(769) 703-274'" name="phone"/>
</record>
<record id="crm_case_electonicgoodsdealer0" model="crm.lead">
<field name="type_id" ref="crm.type_lead7"/>
<field eval="'4'" name="priority"/>
<field name="type">lead</field>
<field name="user_id" ref="base.user_root"/>
<field eval="'Marc Dufour'" name="partner_name"/>
<field eval="'open'" name="state"/>
<field eval="'draft'" name="state"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="'(392) 895-7917'" name="mobile"/>
<field eval="1" name="active"/>
@ -36,13 +37,14 @@
<field eval="'Le Club SARL'" name="name"/>
<field eval="'(956) 293-2595'" name="phone"/>
</record>
<record id="crm_case_developingwebapplications0" model="crm.lead">
<field name="type_id" ref="crm.type_lead5"/>
<field eval="'2'" name="priority"/>
<field name="type">lead</field>
<field name="user_id" ref="base.user_demo"/>
<field eval="'Fabien Pinckaers'" name="partner_name"/>
<field eval="'done'" name="state"/>
<field eval="'draft'" name="state"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="'(820) 167-3208'" name="mobile"/>
<field eval="1" name="active"/>
@ -67,13 +69,14 @@
<field eval="'The Gas Company'" name="name"/>
<field eval="'(514) 698-4118'" name="phone"/>
</record>
<record id="crm_case_itdeveloper0" model="crm.lead">
<field name="type_id" ref="crm.type_lead4"/>
<field eval="'3'" name="priority"/>
<field name="type">lead</field>
<field name="user_id" ref="base.user_root"/>
<field eval="'Carrie Helle'" name="partner_name"/>
<field eval="'pending'" name="state"/>
<field eval="'draft'" name="state"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="'(333) 715-1450'" name="mobile"/>
<field eval="1" name="active"/>
@ -82,6 +85,7 @@
<field eval="'Stonage IT'" name="name"/>
<field eval="'(855) 924-4364'" name="phone"/>
</record>
<record id="crm_case_mgroperations0" model="crm.lead">
<field name="partner_address_id" ref="base.res_partner_address_1"/>
<field eval="1" name="active"/>
@ -91,7 +95,7 @@
<field name="type">lead</field>
<field name="user_id" ref="base.user_root"/>
<field eval="'Tina Pinero'" name="partner_name"/>
<field eval="'cancel'" name="state"/>
<field eval="'draft'" name="state"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="'(468) 017-2684'" name="mobile"/>
<field name="categ_id" ref="crm.categ_oppor8"/>
@ -107,7 +111,7 @@
<field name="type">lead</field>
<field name="user_id" ref="base.user_root"/>
<field eval="'Wendi Baltz'" name="partner_name"/>
<field eval="'done'" name="state"/>
<field eval="'draft'" name="state"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="'(463) 014-1208'" name="mobile"/>
<field name="categ_id" ref="crm.categ_oppor4"/>
@ -115,5 +119,107 @@
<field eval="'Gardner Group'" name="name"/>
<field eval="'(282) 603-7489'" name="phone"/>
</record>
<record id="crm_case_webvisitor0" model="crm.lead">
<field eval="1" name="active"/>
<field name="type_id" ref="crm.type_lead5"/>
<field eval="&quot;1&quot;" name="priority"/>
<field name="type">lead</field>
<field name="user_id" ref="base.user_demo"/>
<field eval="&quot;Questionnaire&quot;" name="name"/>
<field eval="&quot;open&quot;" name="state"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="&quot;Smith John&quot;" name="partner_name2"/>
<field eval="&quot;(487) 013-1504&quot;" name="partner_mobile"/>
<field name="categ_id" ref="crm.categ_oppor6"/>
<field eval="&quot;Website Visitor&quot;" name="partner_name"/>
<field eval="&quot;smith_john@gmail.com&quot;" name="email_from"/>
<field eval="time.strftime('%Y-%m-16 10:05:15')" name="date"/>
</record>
<record id="crm_case_business_card0" model="crm.lead">
<field eval="1" name="active"/>
<field name="type_id" ref="crm.type_lead3"/>
<field eval="&quot;2&quot;" name="priority"/>
<field name="type">lead</field>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;Marketing Products&quot;" name="name"/>
<field eval="&quot;open&quot;" name="state"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="&quot;Elvis Borne&quot;" name="partner_name2"/>
<field eval="&quot;(147) 014-6574&quot;" name="partner_mobile"/>
<field name="categ_id" ref="crm.categ_oppor5"/>
<field name="stage_id" ref="crm.stage_lead1"/>
<field eval="&quot;Business Card&quot;" name="partner_name"/>
<field eval="&quot;(124) 587-8974&quot;" name="partner_phone"/>
<field eval="time.strftime('%Y-%m-16 11:05:15')" name="date"/>
</record>
<record id="crm_case_imported_contact0" model="crm.lead">
<field eval="1" name="active"/>
<field name="type_id" ref="crm.type_lead8"/>
<field eval="&quot;2&quot;" name="priority"/>
<field name="type">lead</field>
<field name="user_id" ref="base.user_demo"/>
<field eval="&quot;Business Group&quot;" name="name"/>
<field eval="&quot;cancel&quot;" name="state"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="&quot;Drew Clark&quot;" name="partner_name2"/>
<field eval="&quot;(125) 021-4781&quot;" name="partner_mobile"/>
<field name="categ_id" ref="crm.categ_oppor1"/>
<field name="stage_id" ref="crm.stage_lead2"/>
<field eval="&quot;Imported Contact&quot;" name="partner_name"/>
</record>
<record id="crm_case_employee0" model="crm.lead">
<field eval="1" name="active"/>
<field name="type_id" ref="crm.type_lead3"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="type">lead</field>
<field name="user_id" ref="base.user_root"/>
<field eval="&quot;OpenERP Campaining&quot;" name="name"/>
<field eval="&quot;draft&quot;" name="state"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="&quot;Carl Nelson&quot;" name="partner_name2"/>
<field eval="&quot;(874) 022-6574&quot;" name="partner_mobile"/>
<field name="categ_id" ref="crm.categ_oppor3"/>
<field name="stage_id" ref="crm.stage_lead3"/>
<field eval="&quot;Campaining&quot;" name="partner_name"/>
<field eval="&quot;(232) 147-6329&quot;" name="partner_phone"/>
</record>
<record id="crm_case_company_partnership0" model="crm.lead">
<field eval="1" name="active"/>
<field name="type_id" ref="crm.type_lead3"/>
<field eval="&quot;3&quot;" name="priority"/>
<field name="type">lead</field>
<field name="user_id" ref="base.user_demo"/>
<field eval="&quot;Offer&quot;" name="name"/>
<field eval="&quot;done&quot;" name="state"/>
<field name="section_id" ref="crm.section_sales_department"/>
<field eval="&quot;Joe Lucas&quot;" name="partner_name2"/>
<field eval="&quot;(234) 031-1254&quot;" name="partner_mobile"/>
<field name="categ_id" ref="crm.categ_oppor7"/>
<field name="stage_id" ref="crm.stage_lead1"/>
<field eval="&quot;Partnership Offer&quot;" name="partner_name"/>
<field eval="&quot;(254) 954-2147&quot;" name="partner_phone"/>
</record>
<!-- Call Function to Open the leads-->
<function model="crm.lead" name="case_open">
<value eval="[ref('crm_case_itisatelesalescampaign0'), ref('crm_case_electonicgoodsdealer0'), ref('crm_case_company_partnership0'), ref('crm_case_webvisitor0'), ref('crm_case_business_card0')]"/>
</function>
<!-- Call Function to mark the lead as Pending-->
<function model="crm.lead" name="case_pending">
<value eval="[ref('crm_case_itdeveloper0')]"/>
</function>
<!-- Call Function to Close the leads-->
<function model="crm.lead" name="case_close">
<value eval="[ref('crm_case_vpoperations0'), ref('crm_case_developingwebapplications0'), ref('crm_case_webvisitor0')]"/>
</function>
<!-- Call Function to Cancel the leads-->
<function model="crm.lead" name="case_cancel">
<value eval="[ref('crm_case_mgroperations0'), ref('crm_case_imported_contact0')]"/>
</function>
</data>
</openerp>

20
addons/crm/crm_lead_view.xml
View File

@ -182,7 +182,7 @@
string="Reply to Last Email"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
icon="gtk-undo" type="action" />
icon="terp-mail-replied" type="action" />
</form>
<tree string="Communication history">
<field name="date"/>
@ -194,10 +194,10 @@
<button colspan="2" string="Send New Email"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'new', 'model': 'crm.lead'}"
icon="gtk-go-forward" type="action" />
icon="terp-mail-message-new" type="action" />
<button colspan="2" string="Forward to Partner"
name="%(crm_lead_forward_to_partner_act)d"
icon="gtk-go-forward" type="action" />
icon="terp-mail-forward" type="action" />
</page>
</notebook>
@ -280,23 +280,23 @@
<field name="arch" type="xml">
<search string="Search Leads">
<filter icon="terp-check"
string="Current"
string="Current" help="Current Leads"
default="1" name="current"
domain="[('state','in',('draft','open'))]"/>
<filter icon="terp-camera_test"
string="Open"
string="Open" help="Open Leads"
domain="[('state','=','open')]"/>
<filter icon="terp-gtk-media-pause"
string="Pending"
string="Pending" help="Pending Leads"
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 23:59:59'))]"
help="Todays' Opportunities" />
help="Today's Leads" />
<filter icon="terp-go-week" string="7 Days"
help="Opportunities during last 7 days"
help="Leads during last 7 days"
domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d')),\
('create_date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
/>
@ -338,9 +338,9 @@
<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'}"/>
<filter string="Source" help="Lead's Source" icon="terp-purchase" domain="[]" context="{'group_by':'categ_id'}"/>
<separator orientation="vertical"/>
<filter string="Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
<filter string="Team" help="Sales 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"/>

6
addons/crm/crm_opportunity_view.xml
View File

@ -182,7 +182,7 @@
string="Reply to Last Email"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
icon="gtk-undo" type="action" />
icon="terp-mail-replied" type="action" />
</form>
<tree string="Communication history">
<field name="date"/>
@ -194,10 +194,10 @@
<button colspan="2" string="Send New Email"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'new', 'model': 'crm.lead'}"
icon="gtk-go-forward" type="action" />
icon="terp-mail-message-new" type="action" />
<button colspan="2" string="Forward to Partner"
name="%(crm_lead_forward_to_partner_act)d"
icon="gtk-go-forward" type="action" />
icon="terp-mail-forward" type="action" />
</page>
<page string="History" groups="base.group_extended">
<group col="2" colspan="2">

2
addons/crm/wizard/crm_forward_to_partner_view.xml
View File

@ -29,7 +29,7 @@
<separator string="" colspan="4" />
<group colspan="4" col="2">
<button name="action_cancel" special="cancel" string="Cancel" icon="gtk-cancel" type="object" />
<button name="action_forward" string="Forward" icon="gtk-go-forward" type="object" />
<button name="action_forward" string="Forward" icon="terp-mail-forward" type="object" />
</group>
</form>
</field>

4
addons/crm_claim/crm_claim_view.xml
View File

@ -207,7 +207,7 @@
string="Reply to Last Email"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'reply', 'model': 'crm.lead'}"
icon="gtk-undo" type="action" />
icon="terp-mail-replied" type="action" />
</form>
<tree string="Communication history">
<field name="date"/>
@ -219,7 +219,7 @@
<button colspan="4" string="Send New Email"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'new', 'model': 'crm.claim'}"
icon="gtk-go-forward" type="action" />
icon="terp-mail-message-new" type="action" />
</page>
</notebook>

4
addons/crm_fundraising/crm_fundraising_view.xml
View File

@ -212,7 +212,7 @@
string="Reply to Last Email"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'reply', 'model': 'crm.fundraising'}"
icon="gtk-undo" type="action" />
icon="terp-mail-replied" type="action" />
</form>
<tree string="Communication history">
<field name="date"/>
@ -224,7 +224,7 @@
<button colspan="4" string="Send New Email"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'new', 'model': 'crm.fundraising'}"
icon="gtk-go-forward" type="action" />
icon="terp-mail-message-new" type="action" />
</page>
</notebook>
</form>

4
addons/crm_helpdesk/crm_helpdesk_view.xml
View File

@ -151,7 +151,7 @@
string="Reply to Last Email"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'reply', 'model': 'crm.helpdesk'}"
icon="gtk-undo" type="action" />
icon="terp-mail-replied" type="action" />
</form>
<tree string="Communication history">
<field name="date"/>
@ -163,7 +163,7 @@
<button colspan="4" string="Send New Email"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'new', 'model': 'crm.helpdesk'}"
icon="gtk-go-forward" type="action" />
icon="terp-mail-message-new" type="action" />
</page>
</notebook>
</form>

4
addons/hr_recruitment/hr_recruitment_view.xml
View File

@ -177,7 +177,7 @@
string="Reply to Last Email"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'reply', 'model': 'hr.applicant'}"
icon="gtk-undo" type="action" />
icon="terp-mail-replied" type="action" />
</form>
<tree string="Communication history">
<field name="date"/>
@ -189,7 +189,7 @@
<button colspan="4" string="Send New Email"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'new', 'model': 'hr.applicant'}"
icon="gtk-go-forward" type="action" />
icon="terp-mail-message-new" type="action" />
</page>
</notebook>
</form>

4
addons/project_issue/project_issue_view.xml
View File

@ -96,7 +96,7 @@
string="Reply to Last Email"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'reply', 'model': 'project.issue', 'include_original' : True}"
icon="gtk-undo" type="action" />
icon="terp-mail-replied" type="action" />
</form>
<tree string="Communication history">
<field name="date"/>
@ -108,7 +108,7 @@
<button colspan="4" string="Send New Email"
name="%(crm.action_crm_send_mail)d"
context="{'mail':'new', 'model': 'project.issue'}"
icon="gtk-go-forward" type="action" />
icon="terp-mail-message-new" type="action" />
</page>
<page string="History" groups="base.group_extended">
<group col="2" colspan="2">