5 <!-- Opportunity Categories Form View -->
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.lead')]</field>
13 <field name="context">{'object_id':'crm.lead'}</field>
16 <menuitem action="crm_opportunity_categ_action"
17 id="menu_crm_case_opportunity-act"
18 parent="crm.menu_crm_case_categ" />
20 <!-- Opportunity Stages Form View-->
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.lead')]</field>
28 <field name="context">{'object_id':'crm.lead'}</field>
31 <menuitem action="crm_opportunity_stage_act"
32 id="menu_crm_opportunity_stage_act"
33 parent="crm.menu_crm_case_stage" />
35 <!-- Opportunity Resource Type Form View -->
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.lead')]</field>
43 <field name="context">{'object_id':'crm.lead'}</field>
46 <menuitem action="crm_opportunity_resource_act"
47 id="menu_crm_opportunity_resource_act"
48 parent="crm.menu_crm_case_resource_type" />
50 <!-- Opportunities Form View -->
52 <record model="ir.ui.view" id="crm_case_form_view_oppor">
53 <field name="name">Opportunities</field>
54 <field name="model">crm.lead</field>
55 <field name="type">form</field>
56 <field name="arch" type="xml">
57 <form string="Opportunities">
58 <group colspan="4" col="7">
59 <field name="name" required="1" string="Opportunity"/>
60 <label string="Stage:" align="1.0"/>
61 <group colspan="1" col="4">
62 <field name="stage_id" nolabel="1"
63 on_change="onchange_stage_id(stage_id)"
65 domain="[('object_id.model', '=', 'crm.lead')]" />
66 <button name="stage_previous"
67 states="open,pending" type="object"
68 icon="gtk-go-back" string="" />
69 <button name="stage_next" states="open,pending"
70 type="object" icon="gtk-go-forward" string="" />
72 <field name="user_id"/>
74 <button name="action_makeMeeting" type="object"
75 string="Schedule Meeting" icon="gtk-redo" />
77 <field name="planned_revenue"/>
78 <field name="probability"/>
79 <field name="date_deadline" string="Expected Closing"/>
80 <button string="Schedule Call"
81 name="%(opportunity2phonecall_act)d" icon="gtk-redo" type="action" />
83 <field name="date_action"/>
84 <field name="priority" string="Priority"/>
86 <notebook colspan="4">
87 <page string="Opportunity">
88 <group col="4" colspan="2">
89 <separator colspan="4" string="Contacts"/>
90 <field name="partner_id" select="1"
91 on_change="onchange_partner_id(partner_id, email_from)"
93 <field name="partner_address_id"
95 on_change="onchange_partner_address_id(partner_address_id, email_from)"
97 <field name="email_from" string="Email" />
100 <group col="2" colspan="2">
101 <separator colspan="2" string="Categorization"/>
102 <field name="section_id" colspan="1" widget="selection"/>
103 <field name="categ_id" select="1" groups="base.group_extended"
104 string="Category" widget="selection"
105 domain="[('object_id.model', '=', 'crm.lead')]" />
108 <separator colspan="4" string="Details"/>
109 <field name="description" nolabel="1" colspan="4"/>
111 <separator colspan="4"/>
112 <group col="8" colspan="4">
113 <field name="state"/>
114 <button name="case_open" string="Open"
115 states="draft,pending" type="object"
116 icon="gtk-go-forward" />
117 <button name="case_pending" string="Pending"
118 states="draft,open" type="object"
119 icon="gtk-media-pause" />
120 <button name="case_escalate" string="Escalate"
121 states="open,draft,pending" type="object"
122 groups="base.group_extended"
124 <button name="case_cancel" string="Mark Lost"
125 states="draft,open,pending" type="object"
127 <button name="case_close" string="Mark Won"
128 states="open,draft,pending" type="object"
130 <button name="case_reset" string="Reset to New"
131 states="done,cancel" type="object"
132 icon="gtk-convert" />
136 <page string="Emails" groups="base.group_extended">
138 <field colspan="4" name="email_cc" string="CC"/>
140 <field name="message_ids" colspan="4" nolabel="1" mode="form,tree" height="280">
141 <form string="Communication history">
142 <group col="6" colspan="4">
144 <field name="email_to"/>
145 <field name="email_from"/>
147 <notebook colspan="4">
148 <page string="Details">
149 <field name="description" colspan="4" nolabel="1"/>
151 <page string="Attachments">
152 <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
156 string="Reply to Last Email"
157 name="%(crm.action_crm_send_mail)d"
158 context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
159 icon="gtk-undo" type="action" />
161 <tree string="Communication history">
163 <field name="email_from" />
164 <field name="email_to"/>
165 <field name="description"/>
168 <button colspan="2" string="Send New Email"
169 name="%(crm.action_crm_send_mail)d"
170 context="{'mail':'new', 'model': 'crm.lead'}"
171 icon="gtk-go-forward" type="action" />
172 <button colspan="2" string="Forward to Partner"
173 name="%(crm_lead_forward_to_partner_act)d"
174 icon="gtk-go-forward" type="action" />
176 <page string="History" groups="base.group_extended">
177 <group col="2" colspan="2">
178 <separator string="Dates" colspan="2"/>
179 <field name="create_date"/>
180 <field name="write_date"/>
181 <field name="date_closed"/>
182 <field name="date_open"/>
184 <group col="2" colspan="2">
185 <separator string="Misc" colspan="2"/>
186 <field name="active"/>
187 <field name="day_open"/>
188 <field name="day_close"/>
189 <field name="referred"/>
191 <separator colspan="4" string="References"/>
194 <field name="log_ids" nolabel="1" colspan="4">
196 <field name="name" colspan="4"/>
198 <field name="user_id"/>
201 <separator string="Action Information" colspan="4"/>
202 <field name="name" colspan="4"/>
204 <field name="user_id"/>
213 <!-- Opportunities Tree View -->
215 <record model="ir.ui.view" id="crm_case_tree_view_oppor">
216 <field name="name">Opportunities Tree</field>
217 <field name="model">crm.lead</field>
218 <field name="type">tree</field>
219 <field name="arch" type="xml">
220 <tree string="Opportunities" colors="blue:state=='pending';grey:state in ('cancel', 'done');red:date_deadline < current_date">
221 <field name="date_deadline" invisible="1"/>
222 <field name="create_date"/>
223 <field name="name" string="Opportunity"/>
224 <field name="partner_id"/>
225 <field name="stage_id"/>
226 <field name="categ_id" invisible="1" groups="base.group_extended"/>
227 <button name="stage_previous" string="Previous"
228 states="open,pending" type="object" icon="gtk-go-back" />
229 <button name="stage_next" string="Next"
230 states="open,pending" type="object"
231 icon="gtk-go-forward" />
232 <field name="planned_revenue" sum="Total of Planned Revenue"/>
233 <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
234 <field name="date_action"/>
235 <field name="section_id" groups="base.group_extended"/>
236 <field name="user_id"/>
237 <field name="priority"/>
238 <field name="state"/>
239 <button name="case_open" string="Open"
240 states="draft,pending" type="object"
241 icon="gtk-go-forward" />
242 <button name="case_close" string="Won"
243 states="open,draft,pending" type="object"
245 <button name="case_pending" string="Pending"
246 states="open,draft" type="object"
247 icon="gtk-media-pause" />
248 <button name="case_cancel" string="Lost"
249 states="draft,open,pending" type="object"
255 <!-- Opportunities Graph View -->
257 <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
258 <field name="name">CRM - Opportunity Graph</field>
259 <field name="model">crm.lead</field>
260 <field name="type">graph</field>
261 <field name="arch" type="xml">
262 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
263 <field name="categ_id"/>
264 <field name="planned_revenue" operator="+"/>
265 <field name="state" group="True"/>
270 <!-- Opportunities Search View -->
272 <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
273 <field name="name">CRM - Opportunities Search</field>
274 <field name="model">crm.lead</field>
275 <field name="type">search</field>
276 <field name="arch" type="xml">
277 <search string="Search Opportunities">
278 <filter icon="terp-project"
281 domain="[('state','in',('draft','open'))]"/>
282 <filter icon="terp-project"
284 domain="[('state','=','open')]"/>
285 <filter icon="terp-project"
287 domain="[('state','=','pending')]"/>
288 <separator orientation="vertical"/>
289 <filter icon="gtk-home" string="Today"
290 domain="[('create_date','<', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','>=', time.strftime('%%Y-%%m-%%d 23:59:59'))]"
291 help="Todays' Opportunities" />
292 <filter icon="gtk-media-rewind" string="7 Days"
293 help="Opportunities during last 7 days"
294 domain="[('create_date','<', time.strftime('%%Y-%%m-%%d')),\
295 ('create_date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
297 <separator orientation="vertical"/>
298 <field name="name" string="Opportunity"/>
299 <field name="user_id" widget="selection">
300 <filter icon="terp-partner"
301 domain="[('user_id','=', False)]"
302 help="Unassigned Opportunities" />
304 <field name="section_id"
305 default="context.get('section_id', False)" select="1"
307 <filter icon="terp-crm"
308 domain="[('section_id','=',context.get('section_id',False))]"
309 help="My Sale Team" />
312 <group expand="0" string="Group By..." colspan="16">
313 <filter string="Stage" icon="terp-crm" domain="[]"
314 context="{'group_by':'stage_id'}" />
315 <filter string="Priority" icon="terp-crm" domain="[]"
316 context="{'group_by':'priority'}" />
317 <filter string="Category" icon="terp-crm"
318 domain="[]" context="{'group_by':'categ_id'}" />
320 <separator orientation="vertical" />
321 <filter string="Salesman" icon="terp-crm"
322 domain="[('user_id','=',uid)]" context="{'group_by':'user_id'}" />
323 <separator orientation="vertical" />
324 <filter string="Creation" icon="terp-project"
325 domain="[]" context="{'group_by':'create_date'}" />
326 <filter string="Exp.Closing" icon="terp-project"
327 domain="[]" context="{'group_by':'date_deadline'}" />
334 <!-- Opportunities Graph View -->
336 <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
337 <field name="name">CRM - Opportunity Graph</field>
338 <field name="model">crm.lead</field>
339 <field name="type">graph</field>
340 <field name="arch" type="xml">
341 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
342 <field name="categ_id"/>
343 <field name="planned_revenue" operator="+"/>
344 <field name="state" group="True"/>