addons/crm/crm_opportunity_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3 <data>
   4
   5 <!-- Opportunity Categories Form View -->
   6
   7     <record id="crm_opportunity_categ_action" model="ir.actions.act_window">
   8         <field name="name">Opportunity Categories</field>
   9         <field name="res_model">crm.case.categ</field>
  10         <field name="view_type">form</field>
  11         <field name="view_id"  ref="crm.crm_case_categ_tree-view"/>
  12         <field name="domain">[('object_id.model', '=', 'crm.opportunity')]</field>
  13         <field name="context">{'object_id':'crm.opportunity'}</field>
  14     </record>
  15
  16     <menuitem action="crm_opportunity_categ_action"
  17         id="menu_crm_case_opportunity-act"
  18         parent="crm.menu_crm_case_categ" />
  19
  20 <!-- Opportunity Stages Form View-->
  21
  22         <record id="crm_opportunity_stage_act" model="ir.actions.act_window">
  23             <field name="name">Opportunity Stages</field>
  24             <field name="res_model">crm.case.stage</field>
  25             <field name="view_type">form</field>
  26              <field name="view_id" ref="crm.crm_case_stage_tree"/>
  27             <field name="domain">[('object_id.model', '=', 'crm.opportunity')]</field>
  28              <field name="context">{'object_id':'crm.opportunity'}</field>
  29         </record>
  30
  31         <menuitem action="crm_opportunity_stage_act"
  32             id="menu_crm_opportunity_stage_act"
  33             parent="crm.menu_crm_case_stage" />
  34
  35 <!-- Opportunity Resource Type Form View -->
  36
  37         <record id="crm_opportunity_resource_act" model="ir.actions.act_window">
  38             <field name="name">Opportunity Resource Type</field>
  39             <field name="res_model">crm.case.resource.type</field>
  40             <field name="view_type">form</field>
  41             <field name="view_id" ref="crm.crm_case_resource_type_tree"/>
  42             <field name="domain">[('object_id.model', '=', 'crm.opportunity')]</field>
  43              <field name="context">{'object_id':'crm.opportunity'}</field>
  44         </record>
  45
  46         <menuitem action="crm_opportunity_resource_act"
  47             id="menu_crm_opportunity_resource_act"
  48             parent="crm.menu_crm_case_resource_type" />
  49
  50 <!-- Opportunities Form View -->
  51
  52     <record model="ir.ui.view" id="crm_case_form_view_oppor">
  53         <field name="name">Opportunities</field>
  54         <field name="model">crm.opportunity</field>
  55         <field name="type">form</field>
  56         <field name="arch" type="xml">
  57             <form string="Opportunities">
  58                 <group colspan="4" col="7">
  59                     <field name="name" string="Opportunity"/>
  60                     <label string="Stage:" align="1.0"/>
  61                     <group colspan="1" col="4">
  62                         <field name="stage_id" nolabel="1"
  63                             on_change="onchange_stage_id(stage_id)"
  64                             widget="selection"
  65                             domain="[('object_id.model', '=', 'crm.opportunity')]" />
  66                         <button name="stage_previous"
  67                             states="open,pending" type="object"
  68                             icon="gtk-go-back" string="" />
  69                         <button name="stage_next" states="open,pending"
  70                             type="object" icon="gtk-go-forward" string="" />
  71                     </group>
  72                     <field name="user_id"/>
  73
  74                        <button name="action_makeMeeting" type="object"
  75                         string="Schedule Meeting" icon="gtk-redo" />
  76
  77                     <field name="planned_revenue"/>
  78                     <field name="probability"/>
  79                     <field name="date_deadline" string="Expected Closing"/>
  80                     <button string="Schedule Call"
  81                         name="%(opportunity2phonecall_act)d" icon="gtk-redo" type="action"  />
  82
  83                     <newline/>
  84                     <field name="date_action"/>
  85                     <field name="priority" string="Priority"/>
  86                 </group>
  87                 <notebook colspan="4">
  88                 <page string="Opportunity">
  89                     <group col="3" colspan="2">
  90                         <separator colspan="4" string="Contacts"/>
  91                         <field name="partner_id" select="1"
  92                             on_change="onchange_partner_id(partner_id, email_from)"
  93                             colspan="2" />
  94                         <field name="partner_address_id"
  95                             string="Contact"
  96                             on_change="onchange_partner_address_id(partner_address_id, email_from)"
  97                             colspan="1" />
  98                         <field name="email_from" string="Email" />
  99                         <field name="phone"/>
 100                     </group>
 101                     <group col="2" colspan="2">
 102                         <separator colspan="2" string="Categorization"/>
 103                         <field name="section_id" colspan="1" widget="selection"/>
 104                         <field name="categ_id" select="1" groups="base.group_extended"
 105                             string="Category" widget="selection"
 106                             domain="[('object_id.model', '=', 'crm.opportunity')]" />
 107                     </group>
 108
 109                     <separator colspan="4" string="Details"/>
 110                     <field name="description" nolabel="1" colspan="4"/>
 111
 112                     <separator colspan="4"/>
 113                     <group col="8" colspan="4">
 114                         <field name="state"/>
 115                         <button name="case_open" string="Open"
 116                             states="draft,pending" type="object"
 117                             icon="gtk-go-forward" />
 118                         <button name="case_escalate" string="Escalate"
 119                             states="open,draft,pending" type="object"
 120                             groups="base.group_extended"
 121                             icon="gtk-go-up" />
 122                         <button name="case_pending" string="Pending"
 123                             states="draft,open" type="object"
 124                             icon="gtk-media-pause" />
 125                         <button name="case_close" string="Mark Won"
 126                             states="open,draft,pending" type="object"
 127                             icon="gtk-close" />
 128                         <button name="case_cancel" string="Mark Lost"
 129                             states="draft,open,pending" type="object"
 130                             icon="gtk-cancel" />
 131                         <button name="case_reset" string="Reset to New"
 132                             states="done,cancel" type="object"
 133                             icon="gtk-convert" />
 134                     </group>
 135                 </page>
 136
 137                 <page string="History" groups="base.group_extended">
 138                     <group col="2" colspan="2">
 139                         <separator string="Dates" colspan="2"/>
 140                         <field name="create_date"/>
 141                         <field name="write_date"/>
 142                         <field name="date_closed"/>
 143                         <field name="date_open"/>
 144                     </group>
 145                     <group col="2" colspan="2">
 146                         <separator string="Misc" colspan="2"/>
 147                         <field name="active"/>
 148                         <field name="day_open"/>
 149                         <field name="day_close"/>
 150                         <field name="referred"/>
 151                     </group>
 152                     <separator colspan="4" string="References"/>
 153                     <field name="ref"/>
 154                     <field name="ref2"/>
 155                     <field name="log_ids" nolabel="1" colspan="4">
 156                         <form string="Actions">
 157                             <separator string="Action Information" colspan="4"/>
 158                             <field name="name" colspan="4"/>
 159                             <field name="date"/>
 160                             <field name="user_id"/>
 161                         </form>
 162                     </field>
 163                 </page>
 164                  <page string="Emails" groups="base.group_extended">
 165                    <group colspan="4">
 166                        <field colspan="4" name="email_cc" string="CC"/>
 167                    </group>
 168                     <field name="history_line" colspan="4" nolabel="1" mode="form,tree">
 169                         <form string="Communication history">
 170                             <group col="7" colspan="4">
 171                                 <field name="date"/>
 172                                 <field name="email_to"/>
 173                                 <field name="email_from"/>
 174                                 <button
 175                                      string="Add a CC"
 176                                                name="%(crm.action_view_crm_email_add_cc_wizard)d"
 177                                                icon="gtk-add" type="action"/>
 178                                    </group>
 179                                    <newline/>
 180                                    <field name="description" colspan="4" nolabel="1"/>
 181                                    <button colspan="4"
 182                                        string="Reply to Last Email"
 183                                        name="%(action_crm_send_mail)d"
 184                                        context="{'mail':'reply', 'model': 'crm.opportunity'}"
 185                                        icon="gtk-undo" type="action" />
 186                                </form>
 187                                <tree string="Communication history">
 188                                    <field name="description"/>
 189                                    <field name="email_to"/>
 190                                    <field name="date"/>
 191                                </tree>
 192                            </field>
 193                            <button colspan="2" string="Send New Email"
 194                                name="%(action_crm_send_mail)d"
 195                                context="{'mail':'new', 'model': 'crm.opportunity'}"
 196                                icon="gtk-go-forward" type="action" />
 197                            <button colspan="2" string="Forward to Partner"
 198                                name="%(crm_opportunity_forward_to_partner_act)d"
 199                                icon="gtk-go-forward" type="action" />
 200                  </page>
 201                 </notebook>
 202             </form>
 203         </field>
 204     </record>
 205
 206 <!-- Opportunities Tree View -->
 207
 208     <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 209         <field name="name">Opportunities Tree</field>
 210         <field name="model">crm.opportunity</field>
 211         <field name="type">tree</field>
 212         <field name="arch" type="xml">
 213             <tree string="Opportunities"  colors="blue:state=='pending';grey:state in ('cancel','done')">
 214                 <field name="create_date"/>
 215                 <field name="name" string="Opportunity"/>
 216                 <field name="partner_id"/>
 217                 <field name="stage_id"/>
 218                 <field name="categ_id" invisible="1"/>
 219                 <button name="stage_previous" string="Previous"
 220                     states="open,pending" type="object" icon="gtk-go-back" />
 221                 <button name="stage_next" string="Next"
 222                     states="open,pending" type="object"
 223                     icon="gtk-go-forward" />
 224                 <field name="planned_revenue" sum="Total of Planned Revenue"/>
 225                 <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 226                 <field name="date_action"/>
 227                 <field name="section_id" groups="base.group_extended"/>
 228                 <field name="user_id"/>
 229                 <field name="priority"/>
 230                 <field name="state"/>
 231                 <button name="case_open" string="Open"
 232                     states="draft,pending" type="object"
 233                     icon="gtk-go-forward" />
 234                 <button name="case_close" string="Won"
 235                     states="open,draft,pending" type="object"
 236                     icon="gtk-close" />
 237                 <button name="case_pending" string="Pending"
 238                     states="open,draft" type="object"
 239                     icon="gtk-media-pause" />
 240                 <button name="case_cancel" string="Lost"
 241                     states="draft,open,pending" type="object"
 242                     icon="gtk-cancel" />
 243             </tree>
 244         </field>
 245     </record>
 246
 247 <!-- Opportunities Graph View -->
 248
 249     <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 250         <field name="name">CRM - Opportunity Graph</field>
 251         <field name="model">crm.opportunity</field>
 252         <field name="type">graph</field>
 253         <field name="arch" type="xml">
 254             <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 255                 <field name="categ_id"/>
 256                 <field name="planned_revenue" operator="+"/>
 257                 <field name="state" group="True"/>
 258             </graph>
 259         </field>
 260     </record>
 261
 262 <!-- Opportunities Search View -->
 263
 264     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 265         <field name="name">CRM - Opportunities Search</field>
 266         <field name="model">crm.opportunity</field>
 267         <field name="type">search</field>
 268         <field name="arch" type="xml">
 269             <search string="Search Opportunities">
 270                 <filter icon="terp-project"
 271                     string="Current"
 272                     default="1"
 273                     domain="[('state','in',('draft','open'))]"/>
 274                 <filter icon="terp-project"
 275                     string="Open"
 276                     domain="[('state','=','open')]"/>
 277                 <filter icon="terp-project"
 278                     string="Pending"
 279                     domain="[('state','=','pending')]"/>
 280                 <separator orientation="vertical"/>
 281                 <filter icon="gtk-home" string="Today"
 282                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 23:59:59'))]"
 283                     help="Todays' Opportunities" />
 284                 <filter icon="gtk-media-rewind" string="7 Days"
 285                     help="Opportunities during last 7 days"
 286                     domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d')),\
 287                          ('create_date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 288                 />
 289                 <separator orientation="vertical"/>
 290                 <field name="name" string="Opportunity"/>
 291                 <field name="user_id" widget="selection">
 292                     <filter icon="terp-partner"
 293                         domain="[('user_id','=', False)]"
 294                         help="Unassigned Opportunities" />
 295                 </field>
 296                 <field name="section_id"
 297                     default="context.get('section_id', False)" select="1"
 298                     widget="selection">
 299                         <filter icon="terp-crm"
 300                                 domain="[('section_id','=',context.get('section_id',False))]"
 301                                 help="My section" />
 302                         </field>
 303                 <newline/>
 304                 <group expand="1" string="Group By..." colspan="16">
 305                     <filter string="Stage" icon="terp-crm" domain="[]"
 306                         context="{'group_by':'stage_id'}" />
 307                     <filter string="Priority" icon="terp-crm" domain="[]"
 308                         context="{'group_by':'priority'}" />
 309                     <filter string="Category" icon="terp-crm"
 310                         domain="[]" context="{'group_by':'categ_id'}" />
 311
 312                     <separator orientation="vertical" />
 313                     <filter string="Partner" icon="terp-crm" domain="[]"
 314                         context="{'group_by':'partner_id'}" />
 315                     <filter string="Salesman" icon="terp-crm"
 316                         domain="[('user_id','=',uid)]" context="{'group_by':'user_id'}" />
 317                     <separator orientation="vertical" />
 318                     <filter string="Creation" icon="terp-project"
 319                         domain="[]" context="{'group_by':'create_date'}" />
 320                     <filter string="Exp.Closing" icon="terp-project"
 321                         domain="[]" context="{'group_by':'date_deadline'}" />
 322                 </group>
 323            </search>
 324         </field>
 325     </record>
 326 </data>
 327 </openerp>