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