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authorHarry (Open ERP) <hmo@tinyerp.com>2010-02-03 18:40:02 +0530
committerHarry (Open ERP) <hmo@tinyerp.com>2010-02-03 18:40:02 +0530
commitdfdc779ca5fac698f44d3414cb4aebd86ecbf8d8 (patch)
treec03808a03f8c8401025069ecf3071d6924ace03b
parent3798745666cd3ef4288b2f681a3db308f9223f54 (diff)
[IMP] crm: lead, opportinuty view
bzr revid: hmo@tinyerp.com-20100203131002-4bx3nn2040ekycrg
-rw-r--r--addons/crm/crm_lead_view.xml162
-rw-r--r--addons/crm/crm_opportunity_view.xml24
-rw-r--r--addons/sale_crm/sale_crm_view.xml10
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>