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="priority">10</field>
10 <field name="arch" type="xml">
11 <form string="Opportunities">
12 <group colspan="4" col="7">
13 <field name="name" required="1" string="Opportunity"/>
14 <label string="Stage:" align="1.0"/>
15 <group colspan="1" col="4">
16 <field name="stage_id" nolabel="1"
17 on_change="onchange_stage_id(stage_id)"
18 domain="[('object_id.model', '=', 'crm.lead'), ('section_ids', '=', section_id)]"/>
19 <button name="stage_previous"
20 states="draft,open,pending" type="object"
21 icon="gtk-go-back" string="" />
22 <button name="stage_next" states="draft,open,pending"
23 type="object" icon="gtk-go-forward" string="" />
25 <field name="user_id"/>
27 <button name="action_makeMeeting" type="object"
28 string="Schedule Meeting" icon="gtk-redo" />
30 <field name="planned_revenue"/>
31 <field name="probability"/>
32 <field name="date_deadline"/>
33 <button string="Schedule/Log Call"
34 name="%(opportunity2phonecall_act)d" icon="terp-call-start" type="action" groups="base.group_extended"/>
36 <field name="date_action"/>
37 <field name="title_action"/>
38 <field name="priority" string="Priority"/>
40 <field name="type" invisible="1"/>
42 <notebook colspan="4">
43 <page string="Opportunity">
44 <group col="4" colspan="2">
45 <separator colspan="4" string="Contacts"/>
47 <field name="partner_id" select="1"
48 on_change="onchange_partner_id(partner_id, email_from)" string="Customer"
50 <button name="%(action_crm_lead2partner)d"
51 icon="terp-partner" type="action"
53 attrs="{'invisible':[('partner_id','!=',False)]}"/>
55 <field name="partner_address_id"
57 on_change="onchange_partner_address_id(partner_address_id, email_from)"
59 <field name="email_from" string="Email" />
62 <group col="2" colspan="2">
63 <separator colspan="2" string="Categorization"/>
64 <field name="section_id" colspan="1" widget="selection"/>
65 <field name="categ_id" select="1"
66 string="Category" widget="selection"
67 domain="[('object_id.model', '=', 'crm.lead')]" />
70 <separator colspan="4" string="Details"/>
71 <field name="description" nolabel="1" colspan="4"/>
73 <separator colspan="4"/>
74 <group col="10" colspan="4">
76 <button name="case_cancel" string="Cancel"
77 states="draft" type="object"
79 <button name="case_mark_lost" string="Mark Lost"
80 states="open,pending" type="object"
82 <button name="case_reset" string="Reset to Draft"
83 states="done,cancel" type="object"
85 <button name="case_open" string="Open"
86 states="draft,pending" type="object"
87 icon="gtk-go-forward" />
88 <button name="case_pending" string="Pending"
89 states="draft,open" type="object"
90 icon="gtk-media-pause" />
91 <button name="case_escalate" string="Escalate"
92 states="open,pending" type="object"
93 groups="base.group_extended"
95 <button name="case_close" string="Mark Won"
96 states="open,pending" type="object"
101 <group colspan="2" col="4">
102 <separator string="Contact" colspan="4" col="4"/>
103 <field name="partner_name" string="Customer Name" colspan="4"/>
105 <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
106 <field name="function" />
107 <field name="street" colspan="4"/>
108 <field name="street2" colspan="4"/>
111 <field name="country_id"/>
112 <field name="state_id"/>
114 <group colspan="2" col="2">
115 <separator string="Communication" colspan="2"/>
117 <field name="mobile"/>
119 <group colspan="2" col="2">
120 <separator string="Categorization" colspan="2"/>
121 <field name="type_id" widget="selection" groups="base.group_extended"/>
122 <field name="channel_id" widget="selection"/>
124 <group colspan="2" col="2">
125 <separator string="Mailings" colspan="2"/>
126 <field name="optin"/>
127 <field name="optout"/>
131 <page string="History" groups="base.group_extended">
133 <field colspan="4" name="email_cc" string="Global CC" widget="char" size="512"/>
135 <field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
136 <tree string="History">
137 <field name="display_text" string="History Information"/>
138 <field name="history" invisible="1"/>
140 string="Reply" attrs="{'invisible': [('history', '!=', True)]}"
141 name="%(crm.action_crm_send_mail)d"
142 context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
143 icon="terp-mail-replied" type="action" />
145 <form string="History">
146 <group col="4" colspan="4">
147 <field name="email_from"/>
149 <field name="email_to" size="512"/>
150 <field name="email_cc" size="512"/>
151 <field name="name" colspan="4"/>
152 <field name="history" invisible="1"/>
154 <notebook colspan="4">
155 <page string="Details">
156 <group attrs="{'invisible': [('history', '!=', True)]}">
157 <field name="description" colspan="4" nolabel="1" height="250"/>
160 name="%(crm.action_crm_send_mail)d"
161 context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
162 icon="terp-mail-replied" type="action" />
164 <group attrs="{'invisible': [('history', '=', True)]}">
165 <field name="display_text" colspan="4" nolabel="1" height="250"/>
168 <page string="Attachments">
169 <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
174 <button string="Add Internal Note"
175 name="%(crm.action_crm_add_note)d"
176 context="{'model': 'crm.lead' }"
177 icon="terp-document-new" type="action" />
178 <button string="Send New Email"
179 name="%(crm.action_crm_send_mail)d"
180 context="{'mail':'new', 'model': 'crm.lead'}"
181 icon="terp-mail-message-new" type="action" />
183 <page string="Extra Info" groups="base.group_extended">
184 <group col="2" colspan="2">
185 <separator string="Dates" colspan="2"/>
186 <field name="create_date"/>
187 <field name="write_date"/>
188 <field name="date_closed"/>
189 <field name="date_open"/>
191 <group col="2" colspan="2">
192 <separator string="Misc" colspan="2"/>
193 <field name="active"/>
194 <field name="day_open"/>
195 <field name="day_close"/>
196 <field name="referred"/>
198 <separator colspan="4" string="References"/>
207 <!-- Opportunities Tree View -->
209 <record model="ir.ui.view" id="crm_case_tree_view_oppor">
210 <field name="name">Opportunities Tree</field>
211 <field name="model">crm.lead</field>
212 <field name="type">tree</field>
213 <field name="arch" type="xml">
214 <tree string="Opportunities" colors="blue:state=='pending' and not(date_deadline and (date_deadline < current_date));gray:state in ('cancel', 'done');red:date_deadline and (date_deadline < current_date)">
215 <field name="date_deadline" invisible="1"/>
216 <field name="create_date"/>
217 <field name="name" string="Opportunity"/>
218 <field name="partner_id" string="Customer"/>
219 <field name="country_id" invisible="context.get('invisible_country', True)" />
220 <field name="date_action"/>
221 <field name="title_action" />
222 <field name="stage_id"/>
223 <field name="channel_id" invisible="1"/>
224 <field name="type_id" invisible="1"/>
225 <button name="stage_previous" string="Previous Stage"
226 states="open,pending" type="object" icon="gtk-go-back" />
227 <button name="stage_next" string="Next Stage"
228 states="open,pending" type="object"
229 icon="gtk-go-forward" />
230 <field name="planned_revenue" sum="Expected Revenues"/>
231 <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
232 <field name="section_id"
233 invisible="context.get('invisible_section', True)" />
234 <field name="user_id"/>
235 <field name="priority" invisible="1"/>
236 <field name="categ_id" invisible="1"/>
237 <field name="state"/>
238 <button name="case_open" string="Open"
239 states="draft,pending" type="object"
240 icon="gtk-go-forward" />
241 <button name="case_pending" string="Pending"
242 states="open,draft" type="object"
243 icon="gtk-media-pause" />
244 <button name="case_close" string="Won"
245 states="open,draft,pending" type="object"
251 <!-- Opportunities Graph View -->
253 <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
254 <field name="name">CRM - Opportunity Graph</field>
255 <field name="model">crm.lead</field>
256 <field name="type">graph</field>
257 <field name="arch" type="xml">
258 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
259 <field name="categ_id"/>
260 <field name="planned_revenue" operator="+"/>
261 <field name="state" group="True"/>
266 <!-- Opportunities Search View -->
268 <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
269 <field name="name">CRM - Opportunities Search</field>
270 <field name="model">crm.lead</field>
271 <field name="type">search</field>
272 <field name="arch" type="xml">
273 <search string="Search Opportunities">
274 <filter icon="terp-check"
275 string="Current" help="Draft and Open Opportunities"
277 domain="[('state','in',('draft','open'))]"/>
278 <filter icon="terp-camera_test"
279 string="Open" help="Open Opportunities"
280 domain="[('state','=','open')]"/>
281 <filter icon="terp-gtk-media-pause"
282 string="Pending" help="Pending Opportunities"
283 domain="[('state','=','pending')]"/>
284 <separator orientation="vertical"/>
285 <field name="name" string="Opportunity"/>
286 <field name="partner_id" string="Customer"/>
287 <field name="user_id">
288 <filter icon="terp-personal-"
289 domain="[('user_id','=', False)]"
290 help="Unassigned Opportunities" />
292 <field name="section_id"
293 default="context.get('section_id', False)"
294 context="{'invisible_section': False}"
296 <filter icon="terp-personal+" groups="base.group_extended"
297 domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
298 context="{'invisible_section': False}"
299 help="My Sales Team(s)" />
300 <filter icon="terp-personal+" groups="base.group_extended"
301 context="{'invisible_section': False}"
303 help="Show Sales Team"/>
306 <group expand="0" string="Extended Filters..." 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"/>
313 <separator orientation="vertical"/>
314 <field name="email_from"/>
315 <separator orientation="vertical"/>
316 <field name="company_id" widget="selection" groups="base.group_multi_company"/>
318 <field name="create_date" string="Creation Date"/>
319 <field name="date_closed"/>
322 <group expand="0" string="Group By..." colspan="16">
323 <filter string="Salesman" icon="terp-personal"
324 domain="[]" context="{'group_by':'user_id'}" />
325 <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
326 <separator orientation="vertical" />
327 <filter string="Stage" icon="terp-stage" domain="[]"
328 context="{'group_by':'stage_id'}" />
329 <filter string="Priority" icon="terp-rating-rated" domain="[]"
330 context="{'group_by':'priority'}" />
331 <filter string="Category" icon="terp-stock_symbol-selection"
332 domain="[]" context="{'group_by':'categ_id'}" />
333 <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
334 domain="[]" context="{'group_by':'type_id'}" groups="base.group_extended"/>
335 <filter string="Channel" icon="terp-call-start"
336 domain="[]" context="{'group_by':'channel_id'}" />
337 <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
338 <separator orientation="vertical" />
339 <filter string="Creation" icon="terp-go-month"
340 domain="[]" context="{'group_by':'create_date'}" />
341 <filter string="Exp.Closing"
343 help="Expected Closing" domain="[]"
344 context="{'group_by':'date_deadline'}" />
351 <!-- Opportunities Graph View -->
353 <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
354 <field name="name">CRM - Opportunity Graph</field>
355 <field name="model">crm.lead</field>
356 <field name="type">graph</field>
357 <field name="arch" type="xml">
358 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
359 <field name="categ_id"/>
360 <field name="planned_revenue" operator="+"/>
361 <field name="state" group="True"/>