addons/crm/crm_opportunity_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4
   5     <record id="crm_opportunity_stage_act" model="ir.actions.act_window">
   6         <field name="name">Stages</field>
   7         <field name="res_model">crm.case.stage</field>
   8         <field name="view_type">form</field>
   9         <field name="view_id" ref="crm.crm_case_stage_tree"/>
  10         <field name="domain">[('type', '=', 'opportunity')]</field>
  11         <field name="context">{'type':'opportunity'}</field>
  12         <field name="help">Create specific stages that will help your sales better organise their sales pipeline by maintaining them to their sales opportunities. It will allow them to easily track how is positioned a specific opportunity in the sales cycle.</field>
  13     </record>
  14
  15
  16
  17      <menuitem action="crm_opportunity_stage_act" id="menu_crm_opportunity_stage_act" name="Stages"
  18         groups="base.group_extended" sequence="0"
  19         parent="base.menu_crm_config_opportunity" />
  20
  21         <!-- Opportunities Form View -->
  22             <record model="ir.ui.view" id="crm_case_form_view_oppor">
  23                 <field name="name">Opportunities</field>
  24                 <field name="model">crm.lead</field>
  25                 <field name="type">form</field>
  26                 <field name="priority">10</field>
  27                 <field name="arch" type="xml">
  28                     <form string="Opportunities">
  29                         <group colspan="4" col="7">
  30                             <field name="name"  required="1" string="Opportunity"/>
  31                             <label string="Stage:" align="1.0"/>
  32                             <group colspan="1" col="4">
  33                                 <field name="stage_id" nolabel="1"
  34                                     on_change="onchange_stage_id(stage_id)"
  35                                     domain="[('type','=','opportunity'),('section_ids', '=', section_id)]"/>
  36                                 <button name="stage_previous"
  37                                     states="draft,open,pending" type="object"
  38                                     icon="gtk-go-back" string="" />
  39                                 <button name="stage_next" states="draft,open,pending"
  40                                     type="object" icon="gtk-go-forward" string="" context="{'stage_type': 'opportunity'}"/>
  41                             </group>
  42                             <field name="user_id"/>
  43
  44                             <button string="Schedule/Log Call"
  45                             name="%(opportunity2phonecall_act)d" icon="terp-call-start" type="action" groups="base.group_extended"/>
  46
  47                             <field name="planned_revenue"/>
  48                             <field name="probability"/>
  49                             <field name="date_deadline"/>
  50
  51                             <button name="action_makeMeeting" type="object"
  52                             string="Schedule Meeting" icon="gtk-redo" />
  53                             <newline/>
  54                             <field name="date_action"/>
  55                             <field name="title_action"/>
  56                             <field name="priority" string="Priority"/>
  57                             <newline/>
  58                             <field name="type" invisible="1"/>
  59                         </group>
  60                         <notebook colspan="4">
  61                         <page string="Opportunity">
  62                             <group col="4" colspan="2">
  63                                 <separator colspan="4" string="Contacts"/>
  64                                 <group colspan="2">
  65                                     <field name="partner_id" select="1"
  66                                         on_change="onchange_partner_id(partner_id, email_from)" string="Customer"
  67                                         colspan="2" />
  68                                     <button name="%(action_crm_lead2partner)d"
  69                                         icon="terp-partner" type="action"
  70                                         string="Create"
  71                                         attrs="{'invisible':[('partner_id','!=',False)]}"/>
  72                                 </group>
  73                                 <field name="partner_address_id"
  74                                     string="Contact"
  75                                     on_change="onchange_partner_address_id(partner_address_id, email_from)"
  76                                     colspan="1" />
  77                                 <field name="email_from" string="Email" />
  78                                 <field name="phone"/>
  79                             </group>
  80                             <group col="2" colspan="2">
  81                                 <separator colspan="2" string="Categorization"/>
  82                                 <field name="section_id" colspan="1" widget="selection"/>
  83                                 <field name="categ_id" select="1"
  84                                 string="Category" widget="selection"
  85                                 domain="[('object_id.model', '=', 'crm.lead')]" />
  86                             </group>
  87
  88                             <separator colspan="4" string="Details"/>
  89                             <field name="description" nolabel="1" colspan="4"/>
  90
  91                             <separator colspan="4"/>
  92                             <group col="10" colspan="4">
  93                                 <field name="state"/>
  94                                 <button name="case_cancel" string="Cancel"
  95                                     states="draft" type="object"
  96                                     icon="gtk-cancel" />
  97                                 <button name="case_mark_lost" string="Mark Lost"
  98                                     states="open,pending" type="object"
  99                                     icon="gtk-cancel" />
 100                                 <button name="case_reset" string="Reset to Draft"
 101                                     states="done,cancel" type="object"
 102                                     icon="gtk-convert" />
 103                                 <button name="case_open" string="Open"
 104                                     states="draft,pending" type="object"
 105                                     icon="gtk-go-forward" />
 106                                 <button name="case_pending" string="Pending"
 107                                     states="draft,open" type="object"
 108                                     icon="gtk-media-pause" />
 109                                 <button name="case_escalate" string="Escalate"
 110                                     states="open,pending" type="object"
 111                                     groups="base.group_extended"
 112                                     icon="gtk-go-up" />
 113                                 <button name="case_close" string="Mark Won"
 114                                     states="open,pending" type="object"
 115                                     icon="gtk-apply" />
 116                             </group>
 117                         </page>
 118                         <page string="Lead">
 119                             <group colspan="2" col="4">
 120                                 <separator string="Contact" colspan="4" col="4"/>
 121                                 <field name="partner_name" string="Customer Name" colspan="4"/>
 122                                 <newline/>
 123                                 <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
 124                                 <field name="function" />
 125                                 <field name="street" colspan="4"/>
 126                                 <field name="street2" colspan="4"/>
 127                                 <field name="zip"/>
 128                                 <field name="city"/>
 129                                 <field name="country_id"/>
 130                                 <field name="state_id"/>
 131                             </group>
 132                             <group colspan="2" col="2">
 133                                 <separator string="Communication" colspan="2"/>
 134                                 <field name="fax"/>
 135                                 <field name="mobile"/>
 136                             </group>
 137                             <group colspan="2" col="2">
 138                                 <separator string="Categorization" colspan="2"/>
 139                                 <field name="type_id" widget="selection" groups="base.group_extended"/>
 140                                 <field name="channel_id" widget="selection"/>
 141                             </group>
 142                             <group colspan="2" col="2">
 143                                 <separator string="Mailings" colspan="2"/>
 144                                 <field name="optin"/>
 145                                 <field name="optout"/>
 146                             </group>
 147                         </page>
 148
 149                         <page string="Communication &amp; History" groups="base.group_extended">
 150                             <group colspan="4">
 151                                 <field colspan="4" name="email_cc" string="Global CC" widget="char" size="512"/>
 152                             </group>
 153                             <field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
 154                                 <tree string="History">
 155                                     <field name="display_text" string="History Information"/>
 156                                     <field name="history" invisible="1"/>
 157                                     <button
 158                                         string="Reply" attrs="{'invisible': [('history', '!=', True)]}"
 159                                         name="%(crm.action_crm_send_mail)d"
 160                                         context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
 161                                         icon="terp-mail-replied" type="action" />
 162                                 </tree>
 163                                 <form string="History">
 164                                     <group col="4" colspan="4">
 165                                         <field name="email_from"/>
 166                                         <field name="date"/>
 167                                         <field name="email_to" size="512"/>
 168                                         <field name="email_cc" size="512"/>
 169                                         <field name="name" colspan="4"/>
 170                                         <field name="history" invisible="1"/>
 171                                     </group>
 172                                     <notebook colspan="4">
 173                                         <page string="Details">
 174                                             <group attrs="{'invisible': [('history', '!=', True)]}">
 175                                                 <field name="description" colspan="4" nolabel="1" height="250"/>
 176                                                 <button colspan="4"
 177                                                     string="Reply"
 178                                                     name="%(crm.action_crm_send_mail)d"
 179                                                     context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
 180                                                     icon="terp-mail-replied" type="action" />
 181                                             </group>
 182                                             <group attrs="{'invisible': [('history', '=', True)]}">
 183                                                 <field name="display_text" colspan="4" nolabel="1"  height="250"/>
 184                                             </group>
 185                                         </page>
 186                                         <page string="Attachments">
 187                                             <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
 188                                         </page>
 189                                     </notebook>
 190                                 </form>
 191                             </field>
 192                             <button string="Add Internal Note"
 193                                 name="%(crm.action_crm_add_note)d"
 194                                 context="{'model': 'crm.lead' }"
 195                                 icon="terp-document-new" type="action" />
 196                             <button string="Send New Email"
 197                                 name="%(crm.action_crm_send_mail)d"
 198                                 context="{'mail':'new', 'model': 'crm.lead'}"
 199                                 icon="terp-mail-message-new" type="action" />
 200                         </page>
 201                         <page string="Extra Info" groups="base.group_extended">
 202                             <group col="2" colspan="2">
 203                                 <separator string="Dates" colspan="2"/>
 204                                 <field name="create_date"/>
 205                                 <field name="write_date"/>
 206                                 <field name="date_closed"/>
 207                                 <field name="date_open"/>
 208                             </group>
 209                             <group col="2" colspan="2">
 210                                 <separator string="Misc" colspan="2"/>
 211                                 <field name="active"/>
 212                                 <field name="day_open"/>
 213                                 <field name="day_close"/>
 214                                 <field name="referred"/>
 215                             </group>
 216                             <separator colspan="4" string="References"/>
 217                             <field name="ref"/>
 218                             <field name="ref2"/>
 219                         </page>
 220                         </notebook>
 221                     </form>
 222                 </field>
 223             </record>
 224
 225         <!-- Opportunities Tree View -->
 226
 227             <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 228                 <field name="name">Opportunities Tree</field>
 229                 <field name="model">crm.lead</field>
 230                 <field name="type">tree</field>
 231                 <field name="arch" type="xml">
 232                     <tree string="Opportunities" colors="blue:state=='pending' and not(date_deadline and (date_deadline &lt; current_date));gray:state in ('cancel', 'done');red:date_deadline and (date_deadline &lt; current_date)">
 233                         <field name="date_deadline" invisible="1"/>
 234                         <field name="create_date"/>
 235                         <field name="name" string="Opportunity"/>
 236                         <field name="partner_id" string="Customer"/>
 237                         <field name="country_id" invisible="context.get('invisible_country', True)" />
 238                         <field name="date_action"/>
 239                         <field name="title_action" />
 240                         <field name="stage_id"/>
 241                         <field name="channel_id" invisible="1"/>
 242                         <field name="type_id" invisible="1"/>
 243                         <button name="stage_previous" string="Previous Stage"
 244                             states="open,pending" type="object" icon="gtk-go-back" />
 245                         <button name="stage_next" string="Next Stage"
 246                             states="open,pending" type="object"
 247                             icon="gtk-go-forward" />
 248                         <field name="planned_revenue" sum="Expected Revenues"/>
 249                         <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 250                         <field name="section_id"
 251                             invisible="context.get('invisible_section', True)" />
 252                         <field name="user_id"/>
 253                         <field name="priority" invisible="1"/>
 254                         <field name="categ_id" invisible="1"/>
 255                         <field name="state"/>
 256                         <button name="case_open" string="Open"
 257                             states="draft,pending" type="object"
 258                             icon="gtk-go-forward" />
 259                         <button name="case_pending" string="Pending"
 260                             states="open,draft" type="object"
 261                             icon="gtk-media-pause" />
 262                         <button name="case_close" string="Won"
 263                             states="open,draft,pending" type="object"
 264                             icon="gtk-apply" />
 265                     </tree>
 266                 </field>
 267             </record>
 268
 269         <!-- Opportunities Graph View -->
 270
 271             <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 272                 <field name="name">CRM - Opportunity Graph</field>
 273                 <field name="model">crm.lead</field>
 274                 <field name="type">graph</field>
 275                 <field name="arch" type="xml">
 276                     <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 277                         <field name="categ_id"/>
 278                         <field name="planned_revenue" operator="+"/>
 279                         <field name="state" group="True"/>
 280                     </graph>
 281                 </field>
 282             </record>
 283
 284         <!-- Opportunities Search View -->
 285
 286             <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 287                 <field name="name">CRM - Opportunities Search</field>
 288                 <field name="model">crm.lead</field>
 289                 <field name="type">search</field>
 290                 <field name="arch" type="xml">
 291                     <search string="Search Opportunities">
 292                         <filter icon="terp-check"
 293                             string="Current"  help="Draft and Open Opportunities"
 294                             name="current"
 295                             domain="[('state','in',('draft','open'))]"/>
 296                         <filter icon="terp-camera_test"
 297                             string="Open"  help="Open Opportunities"
 298                             domain="[('state','=','open')]"/>
 299                         <filter icon="terp-gtk-media-pause"
 300                             string="Pending"  help="Pending Opportunities"
 301                             domain="[('state','=','pending')]"/>
 302                         <separator orientation="vertical"/>
 303                         <field name="name" string="Opportunity"/>
 304                         <field name="partner_id" string="Customer"/>
 305                         <field name="user_id">
 306                             <filter icon="terp-personal-"
 307                                 domain="[('user_id','=', False)]"
 308                                 help="Unassigned Opportunities" />
 309                         </field>
 310                         <field name="section_id"
 311                             context="{'invisible_section': False}"
 312                             widget="selection">
 313                             <filter icon="terp-personal+" groups="base.group_extended"
 314                                 domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 315                                 context="{'invisible_section': False}"
 316                                 help="My Sales Team(s)" />
 317                             <filter icon="terp-personal+" groups="base.group_extended"
 318                                 context="{'invisible_section': False}"
 319                                 domain="[]"
 320                                 help="Show Sales Team"/>
 321                         </field>
 322                         <newline/>
 323                         <group  expand="0" string="Extended Filters..." groups="base.group_extended">
 324                               <field name="stage_id" widget="selection" domain="[('type', '=', 'opportunity')]"/>
 325                               <field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
 326                               <separator orientation="vertical"/>
 327                               <field name="country_id" context="{'invisible_country': False}">
 328                                   <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
 329                               </field>
 330                               <separator orientation="vertical"/>
 331                               <field name="email_from"/>
 332                               <separator orientation="vertical"/>
 333                               <field name="company_id" widget="selection" groups="base.group_multi_company"/>
 334                               <newline/>
 335                               <field name="create_date" string="Creation Date"/>
 336                               <field name="date_closed"/>
 337                         </group>
 338                         <newline/>
 339                         <group expand="0" string="Group By..." colspan="16">
 340                             <filter string="Salesman" icon="terp-personal"
 341                                 domain="[]" context="{'group_by':'user_id'}" />
 342                             <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 343                             <separator orientation="vertical" />
 344                             <filter string="Stage" icon="terp-stage" domain="[]"
 345                                 context="{'group_by':'stage_id'}" />
 346                             <filter string="Priority" icon="terp-rating-rated" domain="[]"
 347                                 context="{'group_by':'priority'}" />
 348                             <filter string="Category" icon="terp-stock_symbol-selection"
 349                                 domain="[]" context="{'group_by':'categ_id'}" />
 350                             <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
 351                                 domain="[]" context="{'group_by':'type_id'}" groups="base.group_extended"/>
 352                             <filter string="Channel" icon="terp-call-start"
 353                                 domain="[]" context="{'group_by':'channel_id'}" />
 354                             <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 355                             <separator orientation="vertical" />
 356                             <filter string="Creation" icon="terp-go-month"
 357                                 domain="[]" context="{'group_by':'create_date'}" />
 358                             <filter string="Exp.Closing"
 359                                 icon="terp-go-month"
 360                                 help="Expected Closing" domain="[]"
 361                                 context="{'group_by':'date_deadline'}" />
 362                         </group>
 363                     </search>
 364                 </field>
 365             </record>
 366
 367
 368         <!-- Opportunities Graph View -->
 369
 370             <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 371                 <field name="name">CRM - Opportunity Graph</field>
 372                 <field name="model">crm.lead</field>
 373                 <field name="type">graph</field>
 374                 <field name="arch" type="xml">
 375                     <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 376                         <field name="categ_id"/>
 377                         <field name="planned_revenue" operator="+"/>
 378                         <field name="state" group="True"/>
 379                     </graph>
 380                 </field>
 381             </record>
 382
 383 </data>
 384 </openerp>