[IMP] crm: lead, opportinuty view
bzr revid: hmo@tinyerp.com-20100203131002-4bx3nn2040ekycrg
This commit is contained in:
Harry (Open ERP)
parent
3798745666
commit
dfdc779ca5
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@ -26,88 +26,96 @@
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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="5">
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<field name="partner_name" string="Lead Name" required="1"/>
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<field name="name" string="Lead Subject"/>
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<button string="Convert to Opportunity" name="%(wizard_crm_lead_opportunity_set)d" icon="gtk-index" type="action"/>
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<newline/>
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<field name="partner_name2" string="Contact Name"/>
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<field name="email_from" string="Email"/>
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</group>
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<notebook colspan="4">
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<page string="Leads">
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<separator colspan="4" string="Communication"/>
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<field name="partner_phone"/>
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<field name="partner_mobile"/>
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<label string="Partner:" align="1.0"/>
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<group colspan="1" col="2">
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<field name="partner_id" nolabel="1" colspan="1"/>
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<button string="Convert to Partner"
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icon="terp-partner" name="%(wizard_crm_lead_partner_create)d"
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type="action" attrs="{'invisible':[('partner_id','!=',False)]}"
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/>
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<group>
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<group colspan="3" col="4">
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<field name="partner_name" string="Lead Name" required="1"/>
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<field name="name" string="Lead Subject"/>
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<field name="partner_name2" string="Contact Name"/>
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<field name="email_from" string="Email"/>
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</group>
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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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<separator colspan="4" string="Status and Categarization"/>
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<group colspan="4" col="6">
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<field name="user_id" select="2"/>
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<label string="Status: " align="1.0"/>
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<group colspan="1" col="1">
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<button string="Create Opportunity" name="%(wizard_crm_lead_opportunity_set)d" icon="gtk-index" type="action"/>
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<label string=""/>
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</group>
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<group colspan="3" col="4">
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<notebook>
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<page string="Leads">
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<separator colspan="4" string="Communication"/>
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<field name="partner_phone"/>
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<field name="partner_mobile"/>
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<label string="Partner:" 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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<field name="partner_id" nolabel="1" colspan="1"/>
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<button string="Convert to Partner"
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icon="terp-partner" name="%(wizard_crm_lead_partner_create)d"
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type="action" attrs="{'invisible':[('partner_id','!=',False)]}"
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/>
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</group>
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<field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Lead Source" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/>
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<field name="type_id" string="Campaign" select="1"/>
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<field name="section_id" colspan="1" widget="selection"/>
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<field name="priority" string="Priority"/>
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<field name="create_date"/>
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</group>
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<separator colspan="4" string="Details"/>
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<field name="description" nolabel="1" colspan="4"/>
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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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<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="Emails" groups="base.group_extended">
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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="7" 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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<button
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string="Add a CC"
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name="%(crm.action_view_crm_email_add_cc_wizard)d"
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icon="gtk-add" type="action"/>
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<separator colspan="4" string="Status and Categarization"/>
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<group colspan="4" col="6">
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<field name="user_id" select="2"/>
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<label string="Status: " align="1.0"/>
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<group colspan="1" col="2">
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<field name="stage_id" select="1" nolabel="1" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/>
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<button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
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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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<field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Lead Source" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/>
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<field name="type_id" string="Campaign" select="1"/>
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<field name="section_id" colspan="1" widget="selection"/>
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<field name="priority" string="Priority"/>
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<field name="create_date"/>
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</group>
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<separator colspan="4" string="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="Emails" groups="base.group_extended">
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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="7" 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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<button
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string="Add a CC"
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name="%(crm.action_view_crm_email_add_cc_wizard)d"
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icon="gtk-add" type="action"/>
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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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</group>
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</group>
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</form>
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</field>
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</record>
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@ -39,24 +39,25 @@
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<field name="type">form</field>
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<field name="arch" type="xml">
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<form string="Opportunities">
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<group colspan="4" col="5">
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<group colspan="3" col="4">
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<field name="name" select="1" string="Opportunity" colspan="4"/>
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<button string="Schedule a Meeting"
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name="%(wizard_crm_opportunity_meeting_set)d" icon="gtk-redo" type="action" />
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<newline/>
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<field name="planned_revenue" required="1"/>
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<field name="planned_cost"/>
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<button string="Schedule a Phone Call"
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name="%(wizard_crm_opportunity_reschedule_phone_call)d" icon="gtk-redo" type="action" />
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<newline/>
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<field name="probability"/>
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<field name="date_deadline" string="Excepted Close Date"/>
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<field name="date_deadline" string="Excepted Close Date" required="1"/>
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</group>
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<notebook colspan="4">
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<group colspan="1" col="1">
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<button string="Schedule Meeting"
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name="%(wizard_crm_opportunity_meeting_set)d" icon="gtk-redo" type="action" />
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<button string="Schedule Call"
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name="%(wizard_crm_opportunity_reschedule_phone_call)d" icon="gtk-redo" type="action" />
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</group>
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<group colspan="3" col="4">
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<notebook>
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<page string="Opportunity">
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<separator colspan="4" string="Communication"/>
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<field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
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<field name="partner_id" required="1" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
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<field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
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<field name="email_from" colspan="2" string="Email"/>
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<field name="partner_phone" colspan="2"/>
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@ -66,7 +67,7 @@
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<field name="user_id" select="2" string="Responsible"/>
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<label string="Sales 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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<field name="stage_id" select="1" nolabel="1" required="1" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/>
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<button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
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</group>
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<field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Lead Source" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/>
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@ -146,6 +147,7 @@
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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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</group>
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</form>
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</field>
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</record>
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@ -8,13 +8,9 @@
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<field name="type">form</field>
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<field name="inherit_id" ref="crm.crm_case_form_view_oppor"/>
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<field name="arch" type="xml">
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<field name="user_id" position="replace">
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<label string="Responsible: " align="1.0"/>
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<group colspan="1" col="2">
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<field name="user_id" select="2" nolabel="1" string="Responsible"/>
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<button string="Convert to Quote" icon="terp-sale" name="%(sale_crm_wizard)d" type="action"/>
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</group>
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</field>
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<xpath expr="/form[@string='Opportunities']/group/button[@string='Schedule Call']" position="after">
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<button string="Convert to Quote" icon="terp-sale" name="%(sale_crm_wizard)d" type="action"/>
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</xpath>
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</field>
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</record>
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