addons/crm/crm_opportunity_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3 <data>
   4
   5         # ------------------------------------------------------
   6     # Opportunity Categories
   7     # ------------------------------------------------------
   8
   9     <record id="crm_opportunity_categ_view_form" model="ir.ui.view">
  10         <field name="name">crm.opportunity.categ.form</field>
  11         <field name="model">crm.opportunity.categ</field>
  12         <field name="type">form</field>
  13         <field name="arch" type="xml">
  14             <form string="Opportunity Category">
  15                 <field name="name" select="1"/>
  16                 <field name="probability"/>
  17                 <field name="section_id"/>
  18             </form>
  19         </field>
  20     </record>
  21     <record id="crm_opportunity_categ_view_tree" model="ir.ui.view">
  22         <field name="name">crm.opportunity.categ.tree</field>
  23         <field name="model">crm.opportunity.categ</field>
  24         <field name="type">tree</field>
  25         <field name="arch" type="xml">
  26             <tree string="Opportunity Category">
  27                 <field name="name"/>
  28                 <field name="probability"/>
  29                 <field name="section_id"/>
  30             </tree>
  31         </field>
  32     </record>
  33
  34     <record id="crm_opportunity_categ_action" model="ir.actions.act_window">
  35         <field name="name">Opportunity Categories</field>
  36         <field name="res_model">crm.opportunity.categ</field>
  37         <field name="view_type">form</field>
  38         <field name="view_id" ref="crm_opportunity_categ_view_tree"/>
  39     </record>
  40
  41     # ------------------------------------------------------
  42     # Opportunities
  43     # ------------------------------------------------------
  44
  45
  46
  47     <record model="ir.ui.view" id="crm_case_form_view_oppor">
  48         <field name="name">CRM - Opportunities Form</field>
  49         <field name="model">crm.opportunity</field>
  50         <field name="type">form</field>
  51         <field name="arch" type="xml">
  52             <form string="Opportunities">
  53                 <group colspan="4" col="7">
  54                     <field name="name" select="1" string="Opportunity" colspan="2"/>
  55                     <field name="section_id" colspan="1" widget="selection"/>
  56                     <field name="user_id" select="2" string="Responsible"/>
  57                                         <button string="Schedule a Meeting"
  58                         name="%(wizard_crm_phonecall_meeting_set)d" icon="gtk-redo" type="action" />
  59                         <newline/>
  60                         <label string="Sales Stage: " align="1.0"/>
  61                         <group colspan="1" col="2">
  62                         <field name="stage_id" select="1" nolabel="1"/>
  63                         <button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
  64                         </group>
  65                     <field name="date" string="Deadline"/>
  66                     <group colspan="2">
  67                         <field name="phonecall_id" select="1"/>
  68                     </group>
  69                                          <button string="Schedule a Phone Call"
  70                         name="%(wizard_crm_opportunity_reschedule_phone_call)d" icon="gtk-redo" type="action" />
  71                 </group>
  72                 <notebook colspan="4">
  73                 <page string="Description">
  74                     <field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
  75                     <field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
  76                     <field name="email_from" colspan="2"/>
  77                     <field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Source"/>
  78                     <field name="priority" string="Priority"/>
  79                     <field name="category2_id" select="1" string="Category"/>
  80                     <separator colspan="4" string="Estimates"/>
  81                     <field name="planned_revenue"/>
  82                     <field name="planned_cost"/>
  83                     <field name="probability"/>
  84                     <separator colspan="4" string="Description Information"/>
  85                         <field name="description" nolabel="1" colspan="4"/>
  86
  87                     <separator colspan="4"/>
  88                     <group col="8" colspan="4">
  89                         <field name="state" select="2"/>
  90                         <button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
  91                         <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
  92                         <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object"  icon="gtk-cancel"/>
  93                         <button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
  94                         <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
  95                         <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
  96                     </group>
  97                 </page>
  98
  99                 <page string="History">
 100                     <field name="active"/>
 101                     <field name="canal_id"/>
 102                     <field name="som"/>
 103
 104                     <separator colspan="4" string="Dates"/>
 105                     <field name="create_date"/>
 106                     <field name="date_closed"/>
 107                     <field name="date_action_last"/>
 108                     <field name="date_action_next"/>
 109                     <separator colspan="4" string="References"/>
 110                     <field name="ref" colspan="4"/>
 111                     <field name="ref2" colspan="4"/>
 112
 113                     <field name="log_ids" nolabel="1" colspan="4">
 114                         <form string="Actions">
 115                             <separator string="Action Information" colspan="4"/>
 116                             <field name="name" colspan="4"/>
 117                             <field name="date"/>
 118                             <field name="user_id"/>
 119                             <field name="som"/>
 120                             <field name="canal_id"/>
 121                         </form>
 122                     </field>
 123                 </page>
 124                  <page string="Emails">
 125                    <group colspan="4">
 126                        <field colspan="4" name="email_cc" string="CC"/>
 127                    </group>
 128                     <field name="history_line" colspan="4" nolabel="1" mode="form,tree">
 129                         <form string="Communication history">
 130                             <group col="7" colspan="4">
 131                                 <field name="date"/>
 132                                 <field name="email"/>
 133                                 <field name="canal_id"/>
 134                                 <button
 135                                                                    string="Add a CC"
 136                                                                     name="%(crm.action_view_crm_email_add_cc_wizard)d"
 137                                                                     icon="gtk-add" type="action"/>
 138                             </group>
 139                             <newline/>
 140                             <field name="description" colspan="4" nolabel="1"/>
 141                             <button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-undo" type="action"/>
 142                         </form>
 143                         <tree string="Communication history">
 144                             <field name="description"/>
 145                             <field name="email"/>
 146                             <field name="date"/>
 147                         </tree>
 148                     </field>
 149                     <button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
 150                  </page>
 151                 </notebook>
 152             </form>
 153         </field>
 154     </record>
 155     <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 156         <field name="name">CRM - Opportunities Tree</field>
 157         <field name="model">crm.opportunity</field>
 158         <field name="type">tree</field>
 159         <field name="arch" type="xml">
 160             <tree string="Opportunities Tree"  colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
 161                 <field name="id"/>
 162                 <field name="name" string="Opportunities"/>
 163                 <field name="stage_id"  string="Sales Stage"/>
 164                 <field name="partner_id" string="Partner"/>
 165                 <field name="planned_revenue"/>
 166                 <field name="probability"/>
 167                 <field name="date" string="Deadline"/>
 168                 <field name="user_id"/>
 169                 <field name="state"/>
 170                 <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
 171                 <button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
 172                 <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
 173                 <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object"  icon="gtk-cancel"/>
 174             </tree>
 175         </field>
 176     </record>
 177     <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 178         <field name="name">CRM - Opportunity Graph</field>
 179         <field name="model">crm.opportunity</field>
 180         <field name="type">graph</field>
 181         <field name="arch" type="xml">
 182             <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 183                 <field name="categ_id"/>
 184                 <field name="planned_cost" operator="+"/>
 185                 <field name="state" group="True"/>
 186             </graph>
 187         </field>
 188     </record>
 189
 190     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 191         <field name="name">CRM - Opportunities Search</field>
 192         <field name="model">crm.opportunity</field>
 193         <field name="type">search</field>
 194         <field name="arch" type="xml">
 195             <search string="Search Opportunities">
 196                         <group col="3" colspan="1">
 197                 <filter icon="gtk-home" string="   Today   "
 198                         separator="1"
 199                         domain="[('date','=',time.strftime('%%Y-%%m-%%d'))]"
 200                         help="Todays's Opportunities"
 201                 />
 202                 <filter icon="gtk-media-rewind" string="    7 Days    "
 203                         separator="1" help="Opportunities during last 7 days"
 204                         domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d')), ('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 205                 />
 206                         </group>
 207                <separator orientation="vertical"/>
 208                <group col="6" colspan="2">
 209                    <field name="name" select="1" string="Opportunity"/>
 210                    <field name="user_id" select="1" widget="selection">
 211                         <filter icon="terp-partner"
 212                                 domain="[('user_id','=',uid)]"
 213                                 help="My Opportunities" default="1"
 214                         />
 215                    </field>
 216                    <field name="partner_id" select="1"/>
 217                    <field name="state" select="1">
 218                        <filter icon="gtk-index" domain="[('state','in',('open','draft'))]" help="Current "/>
 219                    </field>
 220                                         <field name="section_id" select="1" widget="selection" string="Section">
 221                                                 <filter icon="terp-crm"
 222                                domain="[('section_id','=',context.get('section_id',False))]"
 223                                help="My section"/>
 224                                         </field>
 225                </group>
 226            </search>
 227         </field>
 228     </record>
 229 </data>
 230 </openerp>