diff options
| author | Harry (Open ERP) <hmo@tinyerp.com> | 2010-02-03 18:40:02 +0530 |
|---|---|---|
| committer | Harry (Open ERP) <hmo@tinyerp.com> | 2010-02-03 18:40:02 +0530 |
| commit | dfdc779ca5fac698f44d3414cb4aebd86ecbf8d8 (patch) | |
| tree | c03808a03f8c8401025069ecf3071d6924ace03b | |
| parent | 3798745666cd3ef4288b2f681a3db308f9223f54 (diff) | |
[IMP] crm: lead, opportinuty view
bzr revid: hmo@tinyerp.com-20100203131002-4bx3nn2040ekycrg
| -rw-r--r-- | addons/crm/crm_lead_view.xml | 162 | ||||
| -rw-r--r-- | addons/crm/crm_opportunity_view.xml | 24 | ||||
| -rw-r--r-- | addons/sale_crm/sale_crm_view.xml | 10 |
3 files changed, 101 insertions, 95 deletions
diff --git a/addons/crm/crm_lead_view.xml b/addons/crm/crm_lead_view.xml index f16402e5bd8..41ad721336f 100644 --- a/addons/crm/crm_lead_view.xml +++ b/addons/crm/crm_lead_view.xml @@ -26,88 +26,96 @@ <field name="type">form</field> <field name="arch" type="xml"> <form string="Leads Form"> - <group colspan="4" col="5"> - <field name="partner_name" string="Lead Name" required="1"/> - <field name="name" string="Lead Subject"/> - <button string="Convert to Opportunity" name="%(wizard_crm_lead_opportunity_set)d" icon="gtk-index" type="action"/> - <newline/> - <field name="partner_name2" string="Contact Name"/> - <field name="email_from" string="Email"/> - - </group> - <notebook colspan="4"> - <page string="Leads"> - <separator colspan="4" string="Communication"/> - <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> + <group colspan="3" col="4"> + <field name="partner_name" string="Lead Name" required="1"/> + <field name="name" string="Lead Subject"/> + <field name="partner_name2" string="Contact Name"/> + <field name="email_from" string="Email"/> + </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="1"> + <button string="Create Opportunity" name="%(wizard_crm_lead_opportunity_set)d" icon="gtk-index" type="action"/> + <label string=""/> + </group> + <group colspan="3" col="4"> + <notebook> + <page string="Leads"> + <separator colspan="4" string="Communication"/> + <field name="partner_phone"/> + <field name="partner_mobile"/> + <label string="Partner:" align="1.0"/> <group colspan="1" col="2"> - <field name="stage_id" select="1" nolabel="1"/> - <button icon="gtk-go-forward" string="" name="stage_next" type="object"/> + <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="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"/> - <field name="section_id" colspan="1" widget="selection"/> - <field name="priority" string="Priority"/> - - <field name="create_date"/> - </group> - <separator colspan="4" string="Details"/> - <field name="description" nolabel="1" colspan="4"/> + <field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)"/> - <separator colspan="4"/> - <group col="8" colspan="4"> - <field name="state" select="2"/> - <button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/> - <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/> - <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/> - <button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/> - <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/> - <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/> - </group> - </page> - <page string="Emails" groups="base.group_extended"> - <group colspan="4"> - <field colspan="4" name="email_cc" string="CC"/> - </group> - <field name="history_line" colspan="4" nolabel="1" mode="form,tree"> - <form string="Communication history"> - <group col="7" colspan="4"> - <field name="date"/> - <field name="email"/> - <field name="canal_id"/> - <button - string="Add a CC" - name="%(crm.action_view_crm_email_add_cc_wizard)d" - icon="gtk-add" type="action"/> + <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> - <newline/> - <field name="description" colspan="4" nolabel="1"/> - <button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-go-forward" type="action"/> - </form> - <tree string="Communication history"> - <field name="description"/> - <field name="email"/> - <field name="date"/> - </tree> - </field> - <button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/> - </page> - </notebook> + <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"/> + <field name="section_id" colspan="1" widget="selection"/> + <field name="priority" string="Priority"/> + + <field name="create_date"/> + </group> + <separator colspan="4" string="Details"/> + <field name="description" nolabel="1" colspan="4"/> + + <separator colspan="4"/> + <group col="8" colspan="4"> + <field name="state" select="2"/> + <button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/> + <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/> + <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/> + <button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/> + <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/> + <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/> + </group> + </page> + <page string="Emails" groups="base.group_extended"> + <group colspan="4"> + <field colspan="4" name="email_cc" string="CC"/> + </group> + <field name="history_line" colspan="4" nolabel="1" mode="form,tree"> + <form string="Communication history"> + <group col="7" colspan="4"> + <field name="date"/> + <field name="email"/> + <field name="canal_id"/> + <button + string="Add a CC" + name="%(crm.action_view_crm_email_add_cc_wizard)d" + icon="gtk-add" type="action"/> + </group> + <newline/> + <field name="description" colspan="4" nolabel="1"/> + <button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-go-forward" type="action"/> + </form> + <tree string="Communication history"> + <field name="description"/> + <field name="email"/> + <field name="date"/> + </tree> + </field> + <button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/> + </page> + </notebook> + </group> + + </group> + </form> </field> </record> diff --git a/addons/crm/crm_opportunity_view.xml b/addons/crm/crm_opportunity_view.xml index 8e7f17fcfff..3185be1a457 100644 --- a/addons/crm/crm_opportunity_view.xml +++ b/addons/crm/crm_opportunity_view.xml @@ -39,24 +39,25 @@ <field name="type">form</field> <field name="arch" type="xml"> <form string="Opportunities"> - <group colspan="4" col="5"> + <group colspan="3" col="4"> <field name="name" select="1" string="Opportunity" colspan="4"/> - <button string="Schedule a Meeting" - name="%(wizard_crm_opportunity_meeting_set)d" icon="gtk-redo" type="action" /> - <newline/> <field name="planned_revenue" required="1"/> <field name="planned_cost"/> - <button string="Schedule a Phone Call" - name="%(wizard_crm_opportunity_reschedule_phone_call)d" icon="gtk-redo" type="action" /> - <newline/> <field name="probability"/> - <field name="date_deadline" string="Excepted Close Date"/> + <field name="date_deadline" string="Excepted Close Date" required="1"/> </group> - <notebook colspan="4"> + <group colspan="1" col="1"> + <button string="Schedule Meeting" + name="%(wizard_crm_opportunity_meeting_set)d" icon="gtk-redo" type="action" /> + <button string="Schedule Call" + name="%(wizard_crm_opportunity_reschedule_phone_call)d" icon="gtk-redo" type="action" /> + </group> + <group colspan="3" col="4"> + <notebook> <page string="Opportunity"> <separator colspan="4" string="Communication"/> - <field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/> + <field name="partner_id" required="1" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/> <field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/> <field name="email_from" colspan="2" string="Email"/> <field name="partner_phone" colspan="2"/> @@ -66,7 +67,7 @@ <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"/> + <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="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Lead Source" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/> @@ -146,6 +147,7 @@ <button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/> </page> </notebook> + </group> </form> </field> </record> diff --git a/addons/sale_crm/sale_crm_view.xml b/addons/sale_crm/sale_crm_view.xml index a6f6868dc21..30700eb0487 100644 --- a/addons/sale_crm/sale_crm_view.xml +++ b/addons/sale_crm/sale_crm_view.xml @@ -8,13 +8,9 @@ <field name="type">form</field> <field name="inherit_id" ref="crm.crm_case_form_view_oppor"/> <field name="arch" type="xml"> - <field name="user_id" position="replace"> - <label string="Responsible: " align="1.0"/> - <group colspan="1" col="2"> - <field name="user_id" select="2" nolabel="1" string="Responsible"/> - <button string="Convert to Quote" icon="terp-sale" name="%(sale_crm_wizard)d" type="action"/> - </group> - </field> + <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"/> + </xpath> </field> </record> |
