addons/crm/crm_opportunity_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3 <data>
   4
   5     # ------------------------------------------------------
   6     # Opportunity Categories
   7     # ------------------------------------------------------
   8
   9     <record id="crm_opportunity_categ_action" model="ir.actions.act_window">
  10         <field name="name">Opportunity Categories</field>
  11         <field name="res_model">crm.case.categ</field>
  12         <field name="view_type">form</field>
  13         <field name="view_id"  ref="crm.crm_case_categ_tree-view"/>
  14         <field name="domain">[('object_id.model', '=', 'crm.opportunity')]</field>
  15         <field name="context">{'object_id':'crm.opportunity'}</field>
  16     </record>
  17      <menuitem action="crm_opportunity_categ_action" id="menu_crm_case_opportunity-act" parent="crm.menu_crm_case_categ"/>
  18         # ------------------------------------------------------
  19         # Stage
  20         # ------------------------------------------------------
  21         <record id="crm_opportunity_stage_act" model="ir.actions.act_window">
  22             <field name="name">Opportunity Stages</field>
  23             <field name="res_model">crm.case.stage</field>
  24             <field name="view_type">form</field>
  25              <field name="view_id" ref="crm.crm_case_stage_tree"/>
  26             <field name="domain">[('object_id.model', '=', 'crm.opportunity')]</field>
  27              <field name="context">{'object_id':'crm.opportunity'}</field>
  28         </record>
  29       <menuitem action="crm_opportunity_stage_act" id="menu_crm_opportunity_stage_act" parent="crm.menu_crm_case_stage"/>
  30
  31     # ------------------------------------------------------
  32       Resource Type
  33     # ------------------------------------------------------
  34         <record id="crm_opportunity_resource_act" model="ir.actions.act_window">
  35             <field name="name">Opportunity Resource Type</field>
  36             <field name="res_model">crm.case.resource.type</field>
  37             <field name="view_type">form</field>
  38             <field name="view_id" ref="crm.crm_case_resource_type_tree"/>
  39             <field name="domain">[('object_id.model', '=', 'crm.opportunity')]</field>
  40              <field name="context">{'object_id':'crm.opportunity'}</field>
  41         </record>
  42       <menuitem action="crm_opportunity_resource_act" id="menu_crm_opportunity_resource_act" parent="crm.menu_crm_case_resource_type"/>
  43
  44
  45     # ------------------------------------------------------
  46     # Opportunities
  47     # ------------------------------------------------------
  48
  49
  50
  51     <record model="ir.ui.view" id="crm_case_form_view_oppor">
  52         <field name="name">Opportunities</field>
  53         <field name="model">crm.opportunity</field>
  54         <field name="type">form</field>
  55         <field name="arch" type="xml">
  56             <form string="Opportunities">
  57                 <group colspan="4" col="7">
  58                     <field name="name" string="Opportunity"/>
  59                     <label string="Stage:" align="1.0"/>
  60                     <group colspan="1" col="4">
  61                         <field name="stage_id" nolabel="1" on_change="onchange_stage_id(stage_id)" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/>
  62                         <button name="stage_previous" states="open,pending" type="object" icon="gtk-go-back" string=""/>
  63                         <button name="stage_next" states="open,pending" type="object" icon="gtk-go-forward" string=""/>
  64                     </group>
  65                     <field name="user_id"/>
  66                     <button string="Schedule Meeting"
  67                         name="%(wizard_crm_opportunity_meeting_set)d" icon="gtk-redo" type="action" />
  68                     <field name="planned_revenue"/>
  69                     <field name="probability"/>
  70                     <field name="date_deadline" string="Expected Closing"/>
  71                     <button string="Schedule Call"
  72                         name="%(wizard_crm_opportunity_reschedule_phone_call)d" icon="gtk-redo" type="action"  />
  73                 </group>
  74                 <notebook colspan="4">
  75                 <page string="Opportunity">
  76                     <group col="2" colspan="2">
  77                         <separator colspan="2" string="Contacts"/>
  78                         <field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
  79                         <field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
  80                         <field name="email_from" string="Email"/>
  81                         <field name="phone"/>
  82                     </group>
  83                     <group col="2" colspan="2">
  84                         <separator colspan="2" string="Categorization"/>
  85                         <field name="type_id" select="1" string="Campaign"/>
  86                         <field name="section_id" colspan="1" widget="selection"/>
  87                         <field name="priority" string="Priority"/>
  88                         <field name="categ_id" select="1" string="Category" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/>
  89                     </group>
  90
  91                     <separator colspan="4" string="Details"/>
  92                     <field name="description" nolabel="1" colspan="4"/>
  93
  94                     <separator colspan="4"/>
  95                     <group col="8" colspan="4">
  96                         <field name="state" select="2"/>
  97                         <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
  98                         <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
  99                         <button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
 100                         <button name="case_close" string="Mark Won" states="open,draft,pending" type="object" icon="gtk-close"/>
 101                         <button name="case_cancel" string="Mark Lost" states="draft,open,pending" type="object"  icon="gtk-cancel"/>
 102                         <button name="case_reset" string="Reset to New" states="done,cancel" type="object" icon="gtk-convert"/>
 103                     </group>
 104                 </page>
 105
 106                 <page string="History" groups="base.group_extended">
 107                     <group col="2" colspan="2">
 108                         <separator string="Dates" colspan="2"/>
 109                         <field name="create_date"/>
 110                         <field name="write_date"/>
 111                         <field name="date_closed"/>
 112                     </group>
 113                     <group col="2" colspan="2">
 114                         <separator string="Misc" colspan="2"/>
 115                         <field name="active"/>
 116                     </group>
 117                     <separator colspan="4" string="References"/>
 118                     <field name="ref"/>
 119                     <field name="ref2"/>
 120                     <field name="log_ids" nolabel="1" colspan="4">
 121                         <form string="Actions">
 122                             <separator string="Action Information" colspan="4"/>
 123                             <field name="name" colspan="4"/>
 124                             <field name="date"/>
 125                             <field name="user_id"/>
 126                         </form>
 127                     </field>
 128                 </page>
 129                  <page string="Emails" groups="base.group_extended">
 130                    <group colspan="4">
 131                        <field colspan="4" name="email_cc" string="CC"/>
 132                    </group>
 133                     <field name="history_line" colspan="4" nolabel="1" mode="form,tree">
 134                         <form string="Communication history">
 135                             <group col="7" colspan="4">
 136                                 <field name="date"/>
 137                                 <field name="email_to"/>
 138                                 <field name="email_from"/>
 139                                 <button
 140                                      string="Add a CC"
 141                                                name="%(crm.action_view_crm_email_add_cc_wizard)d"
 142                                                icon="gtk-add" type="action"/>
 143                                    </group>
 144                                    <newline/>
 145                                    <field name="description" colspan="4" nolabel="1"/>
 146                                    <button colspan="4"
 147                                         string="Reply to Last Email"
 148                                         name="%(action_crm_send_mail)d"
 149                                         context="{'mail':'reply', 'model': 'crm.opportunity'}"
 150                                         icon="gtk-undo" type="action" />
 151                                </form>
 152                                <tree string="Communication history">
 153                                    <field name="description"/>
 154                                    <field name="email_to"/>
 155                                    <field name="date"/>
 156                                </tree>
 157                            </field>
 158                            <button colspan="4" string="Send New Email"
 159                                 name="%(action_crm_send_mail)d"
 160                                 context="{'mail':'new', 'model': 'crm.opportunity'}"
 161                                 icon="gtk-go-forward" type="action" />
 162                  </page>
 163                 </notebook>
 164             </form>
 165         </field>
 166     </record>
 167     <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 168         <field name="name">Opportunities Tree</field>
 169         <field name="model">crm.opportunity</field>
 170         <field name="type">tree</field>
 171         <field name="arch" type="xml">
 172             <tree string="Opportunities"  colors="blue:state=='pending';grey:state in ('cancel','done')">
 173                 <field name="create_date"/>
 174                 <field name="name" string="Opportunity"/>
 175                 <field name="partner_id"/>
 176                 <field name="stage_id"/>
 177                 <field name="categ_id" invisible="1"/>
 178                 <field name="type_id" invisible="1"/>
 179                 <button name="stage_previous" string="Previous" states="open,pending" type="object" icon="gtk-go-back"/>
 180                 <button name="stage_next" string="Next" states="open,pending" type="object" icon="gtk-go-forward"/>
 181                 <field name="planned_revenue" sum="Total of Planned Revenue"/>
 182                 <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 183                 <field name="date_deadline" string="Excepted Closing"/>
 184                 <field name="section_id"/>
 185                 <field name="user_id"/>
 186                 <field name="state"/>
 187                 <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
 188                 <button name="case_close" string="Won" states="open,draft,pending" type="object" icon="gtk-close"/>
 189                 <button name="case_pending" string="Pending" states="open,draft" type="object" icon="gtk-media-pause"/>
 190                 <button name="case_cancel" string="Lost" states="draft,open,pending" type="object"  icon="gtk-cancel"/>
 191             </tree>
 192         </field>
 193     </record>
 194     <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 195         <field name="name">CRM - Opportunity Graph</field>
 196         <field name="model">crm.opportunity</field>
 197         <field name="type">graph</field>
 198         <field name="arch" type="xml">
 199             <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 200                 <field name="categ_id"/>
 201                 <field name="planned_cost" operator="+"/>
 202                 <field name="state" group="True"/>
 203             </graph>
 204         </field>
 205     </record>
 206
 207     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 208         <field name="name">CRM - Opportunities Search</field>
 209         <field name="model">crm.opportunity</field>
 210         <field name="type">search</field>
 211         <field name="arch" type="xml">
 212             <search string="Search Opportunities">
 213                 <filter icon="gtk-home" string="Today"
 214                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 23:59:59'))]"
 215                     help="Todays' Opportunities"
 216                 />
 217                 <filter icon="gtk-media-rewind" string="7 Days"
 218                     help="Opportunities during last 7 days"
 219                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d')), ('create_date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 220                 />
 221                 <separator orientation="vertical"/>
 222                 <field name="name" string="Opportunity"/>
 223                 <field name="partner_id"/>
 224                 <field name="user_id" widget="selection">
 225                     <filter icon="terp-partner"
 226                         domain="[('user_id','=',uid)]"
 227                         help="My Opportunities" default="1"
 228                     />
 229                 </field>
 230                 <field name="section_id" default="context.get('section_id', False)" select="1" widget="selection">
 231                     <filter icon="terp-crm"
 232                         domain="[('section_id','=',context.get('section_id',False))]"
 233                         help="My section"/>
 234                 </field>
 235                 <field name="state">
 236                     <filter icon="gtk-media-rewind"
 237                         help="New and open opportunities"
 238                         default="1"
 239                         domain="[('state','in',('draft','open'))]" />
 240                 </field>
 241                 <newline/>
 242                 <group expand="1" string="Group By..." colspan="4">
 243                     <filter string="Stage" icon="terp-crm" domain="[]" context="{'group_by':'stage_id'}"/>
 244                     <filter string="Category" icon="terp-crm" domain="[]" context="{'group_by':'categ_id'}"/>
 245                     <filter string="Campaign" icon="terp-crm" domain="[]" context="{'group_by':'type_id'}"/>
 246                     <separator orientation="vertical"/>
 247                     <filter string="Partner" icon="terp-crm" domain="[]"  context="{'group_by':'partner_id'}"/>
 248                     <filter string="Salesman" icon="terp-crm" domain="[]" context="{'group_by':'user_id'}"/>
 249                     <separator orientation="vertical"/>
 250                     <filter string="Creation" icon="terp-project" domain="[]" context="{'group_by':'create_date'}"/>
 251                     <filter string="Exp.Closing" icon="terp-project" domain="[]" context="{'group_by':'date_deadline'}"/>
 252                 </group>
 253            </search>
 254         </field>
 255     </record>
 256 </data>
 257 </openerp>