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