addons/crm/crm_opportunity_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4         <!-- Opportunities Form View -->
   5             <record model="ir.ui.view" id="crm_case_form_view_oppor">
   6                 <field name="name">Opportunities</field>
   7                 <field name="model">crm.lead</field>
   8                 <field name="type">form</field>
   9                 <field name="arch" type="xml">
  10                     <form string="Opportunities">
  11                         <group colspan="4" col="7">
  12                             <field name="name"  required="1" string="Opportunity"/>
  13                             <label string="Stage:" align="1.0"/>
  14                             <group colspan="1" col="4">
  15                                 <field name="stage_id" nolabel="1"
  16                                 on_change="onchange_stage_id(stage_id)"
  17                                 widget="selection"
  18                                 domain="[('object_id.model', '=', 'crm.lead')]" />
  19                                 <button name="stage_previous"
  20                                 states="open,pending" type="object"
  21                                 icon="gtk-go-back" string="" />
  22                                 <button name="stage_next" states="open,pending"
  23                                 type="object" icon="gtk-go-forward" string="" />
  24                             </group>
  25                             <field name="user_id"/>
  26
  27                             <button name="action_makeMeeting" type="object"
  28                             string="Schedule Meeting" icon="gtk-redo" />
  29
  30                             <field name="planned_revenue"/>
  31                             <field name="probability"/>
  32                             <field name="date_deadline" string="Expected Closing"/>
  33                             <button string="Schedule Call"
  34                             name="%(opportunity2phonecall_act)d" icon="gtk-redo" type="action"  />
  35                             <newline/>
  36                             <field name="date_action"/>
  37                             <field name="title_action"/>
  38                             <field name="priority" string="Priority"/>
  39                             <newline/>
  40                             <field name="type" invisible="1"/>
  41                         </group>
  42                         <notebook colspan="4">
  43                         <page string="Opportunity">
  44                             <group col="4" colspan="2">
  45                                 <separator colspan="4" string="Contacts"/>
  46                                 <field name="partner_id" select="1"
  47                                 on_change="onchange_partner_id(partner_id, email_from)"
  48                                 colspan="2" />
  49                                 <field name="partner_address_id"
  50                                 string="Contact"
  51                                 on_change="onchange_partner_address_id(partner_address_id, email_from)"
  52                                 colspan="1" />
  53                                 <field name="email_from" string="Email" />
  54                                 <field name="phone"/>
  55                             </group>
  56                             <group col="2" colspan="2">
  57                                 <separator colspan="2" string="Categorization"/>
  58                                 <field name="section_id" colspan="1" widget="selection"/>
  59                                 <field name="categ_id" select="1" groups="base.group_extended"
  60                                 string="Category" widget="selection"
  61                                 domain="[('object_id.model', '=', 'crm.lead')]" />
  62                             </group>
  63
  64                             <separator colspan="4" string="Details"/>
  65                             <field name="description" nolabel="1" colspan="4"/>
  66
  67                             <separator colspan="4"/>
  68                             <group col="10" colspan="4">
  69                                 <field name="state"/>
  70                                 <button name="case_reset" string="Reset to New"
  71                                     states="done,cancel" type="object"
  72                                     icon="gtk-convert" />
  73                                 <button name="case_open" string="Open"
  74                                     states="draft,pending" type="object"
  75                                     icon="gtk-go-forward" />
  76                                 <button name="case_pending" string="Pending"
  77                                     states="draft,open" type="object"
  78                                     icon="gtk-media-pause" />
  79                                 <button name="case_escalate" string="Escalate"
  80                                     states="open,pending" type="object"
  81                                     groups="base.group_extended"
  82                                     icon="gtk-go-up" />
  83                                 <button name="case_cancel" string="Cancel"
  84                                     states="draft,open,pending" type="object"
  85                                     icon="gtk-close" />
  86                                 <button name="case_mark_lost" string="Mark Lost"
  87                                     states="open,pending" type="object"
  88                                     icon="gtk-cancel" />
  89                                 <button name="case_close" string="Mark Won"
  90                                     states="open,pending" type="object"
  91                                     icon="gtk-apply" />
  92                             </group>
  93                         </page>
  94                         <page string="Lead">
  95                             <group colspan="2" col="4">
  96                                 <separator string="Contact" colspan="4" col="4"/>
  97                                 <field name="partner_name" string="Partner Name" colspan="4"/>
  98                                 <newline/>
  99                                 <field domain="[('domain', '=', 'contact')]" name="title"/>
 100                                 <field name="function" />
 101                                 <field name="street" colspan="4"/>
 102                                 <field name="street2" colspan="4"/>
 103                                 <field name="zip"/>
 104                                 <field name="city"/>
 105                                 <field name="country_id"/>
 106                                 <field name="state_id"/>
 107                             </group>
 108                             <group colspan="2" col="2">
 109                                 <separator string="Communication" colspan="2"/>
 110                                 <field name="fax"/>
 111                                 <field name="mobile"/>
 112                             </group>
 113                             <group colspan="2" col="2">
 114                                 <separator string="Mailings" colspan="2"/>
 115                                 <field name="optin"/>
 116                                 <field name="optout"/>
 117                             </group>
 118                         </page>
 119
 120                         <page string="Emails" groups="base.group_extended">
 121                             <group colspan="4">
 122                                 <field colspan="4" name="email_cc" string="Cc" widget="char" size="512"/>
 123                             </group>
 124                             <field name="message_ids" colspan="4" nolabel="1" mode="form,tree" height="280">
 125                                 <form string="Communication history">
 126                                     <group col="4" colspan="4">
 127                                         <field name="email_from"/>
 128                                         <field name="date"/>
 129                                         <field name="email_to" widget="char" size="512"/>
 130                                         <field name="email_cc" widget="char" size="512"/>
 131                                         <field name="name" colspan="4" widget="char" size="512"/>
 132                                     </group>
 133                                     <notebook colspan="4">
 134                                         <page string="Details">
 135                                             <field name="description" colspan="4" nolabel="1"/>
 136                                         </page>
 137                                         <page string="Attachments">
 138                                             <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
 139                                         </page>
 140                                     </notebook>
 141                                     <button colspan="4"
 142                                     string="Reply to Last Email"
 143                                     name="%(crm.action_crm_send_mail)d"
 144                                     context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
 145                                     icon="gtk-undo" type="action" />
 146                                 </form>
 147                                 <tree string="Communication history">
 148                                     <field name="date"/>
 149                                     <field name="email_from" />
 150                                     <field name="email_to"/>
 151                                     <field name="description"/>
 152                                 </tree>
 153                             </field>
 154                             <button colspan="2" string="Send New Email"
 155                                 name="%(crm.action_crm_send_mail)d"
 156                                 context="{'mail':'new', 'model': 'crm.lead'}"
 157                                 icon="gtk-go-forward" type="action" />
 158                             <button colspan="2" string="Forward to Partner"
 159                                 name="%(crm_lead_forward_to_partner_act)d"
 160                                 icon="gtk-go-forward" type="action" />
 161                         </page>
 162                         <page string="History" groups="base.group_extended">
 163                             <group col="2" colspan="2">
 164                                 <separator string="Dates" colspan="2"/>
 165                                 <field name="create_date"/>
 166                                 <field name="write_date"/>
 167                                 <field name="date_closed"/>
 168                                 <field name="date_open"/>
 169                             </group>
 170                             <group col="2" colspan="2">
 171                                 <separator string="Misc" colspan="2"/>
 172                                 <field name="active"/>
 173                                 <field name="day_open"/>
 174                                 <field name="day_close"/>
 175                                 <field name="referred"/>
 176                             </group>
 177                             <separator colspan="4" string="References"/>
 178                             <field name="ref"/>
 179                             <field name="ref2"/>
 180                             <field name="log_ids" nolabel="1" colspan="4">
 181                                 <tree string="Logs">
 182                                     <field name="name" colspan="4"/>
 183                                     <field name="date"/>
 184                                     <field name="user_id"/>
 185                                 </tree>
 186                                 <form string="Logs">
 187                                     <separator string="Action Information" colspan="4"/>
 188                                     <field name="name" colspan="4"/>
 189                                     <field name="date"/>
 190                                     <field name="user_id"/>
 191                                 </form>
 192                             </field>
 193                         </page>
 194                         </notebook>
 195                     </form>
 196                 </field>
 197             </record>
 198
 199         <!-- Opportunities Tree View -->
 200
 201             <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 202                 <field name="name">Opportunities Tree</field>
 203                 <field name="model">crm.lead</field>
 204                 <field name="type">tree</field>
 205                 <field name="arch" type="xml">
 206                     <tree string="Opportunities"  colors="blue:state=='pending';grey:state in ('cancel', 'done');red:date_deadline and (date_deadline &lt; current_date)">
 207                         <field name="date_deadline" invisible="1"/>
 208                         <field name="create_date"/>
 209                         <field name="name" string="Opportunity"/>
 210                         <field name="partner_id"/>
 211                         <field name="country_id" invisible="context.get('invisible_country', True)" />
 212                         <field name="date_action"/>
 213                         <field name="stage_id"/>
 214                         <button name="stage_previous" string="Previous Stage"
 215                             states="open,pending" type="object" icon="gtk-go-back" />
 216                         <button name="stage_next" string="Next Stage"
 217                             states="open,pending" type="object"
 218                             icon="gtk-go-forward" />
 219                         <field name="planned_revenue" sum="Total of Planned Revenue"/>
 220                         <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 221                         <field name="section_id"
 222                             invisible="context.get('invisible_section', True)" />
 223                         <field name="user_id"/>
 224                         <field name="priority" invisible="1"/>
 225                         <field name="categ_id" invisible="1"/>
 226                         <field name="state"/>
 227                         <button name="case_open" string="Open"
 228                             states="draft,pending" type="object"
 229                             icon="gtk-go-forward" />
 230                         <button name="case_pending" string="Pending"
 231                             states="open,draft" type="object"
 232                             icon="gtk-media-pause" />
 233                         <button name="case_mark_lost" string="Lost"
 234                             states="open,pending" type="object"
 235                             icon="gtk-cancel" />
 236                         <button name="case_close" string="Won"
 237                             states="open,draft,pending" type="object"
 238                             icon="gtk-apply" />
 239                     </tree>
 240                 </field>
 241             </record>
 242
 243         <!-- Opportunities Graph View -->
 244
 245             <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 246                 <field name="name">CRM - Opportunity Graph</field>
 247                 <field name="model">crm.lead</field>
 248                 <field name="type">graph</field>
 249                 <field name="arch" type="xml">
 250                     <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 251                         <field name="categ_id"/>
 252                         <field name="planned_revenue" operator="+"/>
 253                         <field name="state" group="True"/>
 254                     </graph>
 255                 </field>
 256             </record>
 257
 258         <!-- Opportunities Search View -->
 259
 260             <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 261                 <field name="name">CRM - Opportunities Search</field>
 262                 <field name="model">crm.lead</field>
 263                 <field name="type">search</field>
 264                 <field name="arch" type="xml">
 265                     <search string="Search Opportunities">
 266                         <filter icon="terp-check"
 267                             string="Current"  help="Current Opportunities"
 268                             name="current"
 269                             domain="[('state','in',('draft','open'))]"/>
 270                         <filter icon="terp-camera_test"
 271                             string="Open"  help="Open Opportunities"
 272                             domain="[('state','=','open')]"/>
 273                         <filter icon="terp-gtk-media-pause"
 274                             string="Pending"  help="Pending Opportunities"
 275                             domain="[('state','=','pending')]"/>
 276                         <separator orientation="vertical"/>
 277                         <filter icon="terp-go-today" string="Today"
 278                             domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 279                             help="Todays' Opportunities" />
 280                         <filter icon="terp-go-week" string="7 Days"
 281                             help="Opportunities created during last 7 days"
 282                             domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')),('create_date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d 00:00:00'))]"
 283                         />
 284                         <separator orientation="vertical"/>
 285                         <field name="name" string="Opportunity"/>
 286                         <field name="user_id">
 287                             <filter icon="terp-personal-"
 288                                 domain="[('user_id','=', False)]"
 289                                 help="Unassigned Opportunities" />
 290                         </field>
 291                         <field name="email_from"/>
 292                         <field name="section_id"
 293                             default="context.get('section_id', False)"
 294                             context="{'invisible_section': False}"
 295                             widget="selection">
 296                             <filter icon="terp-personal+"
 297                                 domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 298                                 context="{'invisible_section': False}"
 299                                 help="My Sales Team" />
 300                             <filter icon="terp-personal+"
 301                                 context="{'invisible_section': False}"
 302                                 domain="[]"
 303                                 help="Show Sales Team"/>
 304                         </field>
 305                         <newline/>
 306                         <group  expand="0" string="Extended options..." groups="base.group_extended">
 307                               <field name="stage_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
 308                               <field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
 309                               <separator orientation="vertical"/>
 310                               <field name="country_id" context="{'invisible_country': False}">
 311                                   <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
 312                               </field>
 313                               <separator orientation="vertical"/>
 314                               <field name="company_id" widget="selection" groups="base.group_multi_company"/>
 315                               <newline/>
 316                               <field name="create_date" string="Creation Date"/>
 317                               <field name="date_closed"/>
 318                         </group>
 319                         <newline/>
 320                         <group expand="0" string="Group By..." colspan="16">
 321                             <filter string="Stage" icon="terp-stage" domain="[]"
 322                                 context="{'group_by':'stage_id'}" />
 323                             <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 324                             <filter string="Priority" icon="terp-rating-rated" domain="[]"
 325                                 context="{'group_by':'priority'}" />
 326                             <filter string="Category" icon="terp-stock_symbol-selection"
 327                                 domain="[]" context="{'group_by':'categ_id'}" />
 328
 329                             <separator orientation="vertical" />
 330                             <filter string="Salesman" icon="terp-personal"
 331                                 domain="[]" context="{'group_by':'user_id'}" />
 332                             <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 333                             <separator orientation="vertical" />
 334                             <filter string="Creation" icon="terp-go-month"
 335                                 domain="[]" context="{'group_by':'create_date'}" />
 336                             <filter string="Exp.Closing"
 337                                 icon="terp-go-month"
 338                                 help="Expected Closing" domain="[]"
 339                                 context="{'group_by':'date_deadline'}" />
 340                         </group>
 341                     </search>
 342                 </field>
 343             </record>
 344
 345
 346         <!-- Opportunities Graph View -->
 347
 348             <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 349                 <field name="name">CRM - Opportunity Graph</field>
 350                 <field name="model">crm.lead</field>
 351                 <field name="type">graph</field>
 352                 <field name="arch" type="xml">
 353                     <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 354                         <field name="categ_id"/>
 355                         <field name="planned_revenue" operator="+"/>
 356                         <field name="state" group="True"/>
 357                     </graph>
 358                 </field>
 359             </record>
 360
 361 </data>
 362 </openerp>