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