5 # ------------------------------------------------------
6 # Opportunity Categories
7 # ------------------------------------------------------
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>
17 <menuitem action="crm_opportunity_categ_action" id="menu_crm_case_opportunity-act" parent="crm.menu_crm_case_categ"/>
18 # ------------------------------------------------------
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>
29 <menuitem action="crm_opportunity_stage_act" id="menu_crm_opportunity_stage_act" parent="crm.menu_crm_case_stage"/>
30 # ------------------------------------------------------
32 # ------------------------------------------------------
36 <record model="ir.ui.view" id="crm_case_form_view_oppor">
37 <field name="name">CRM - Opportunities Form</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="4">
43 <field name="name" select="1" string="Opportunity" colspan="4"/>
44 <field name="planned_revenue" required="1"/>
45 <field name="planned_cost"/>
46 <field name="probability"/>
47 <field name="date_deadline" string="Expected Close Date" required="1"/>
48 <group colspan="4" col="5">
49 <label string="" colspan="2"/>
50 <button string="Schedule Meeting"
51 name="%(wizard_crm_opportunity_meeting_set)d" icon="gtk-redo" type="action" />
52 <button string="Schedule Call"
53 name="%(wizard_crm_opportunity_reschedule_phone_call)d" icon="gtk-redo" type="action" />
57 <group colspan="4" col="4">
59 <page string="Opportunity">
60 <separator colspan="4" string="Communication"/>
61 <field name="partner_id" required="1" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
62 <field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
63 <field name="email_from" colspan="2" string="Email"/>
64 <field name="partner_phone" colspan="2"/>
66 <separator colspan="4" string="Status and Categarization"/>
67 <group colspan="4" col="6">
68 <field name="user_id" select="2" string="Responsible"/>
69 <field name="stage_id" select="1" string="Sales Stage" required="1" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/>
70 <field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Lead Source" widget="selection" domain="[('object_id.model', '=', 'crm.opportunity')]"/>
71 <field name="type_id" select="1" string="Campaign"/>
72 <field name="section_id" colspan="1" widget="selection"/>
73 <field name="priority" string="Priority"/>
74 <field name="date" string="Create Date"/>
79 <separator colspan="4" string="Details"/>
80 <field name="description" nolabel="1" colspan="4"/>
82 <separator colspan="4"/>
83 <group col="8" colspan="4">
84 <field name="state" select="2"/>
85 <button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
86 <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
87 <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
88 <button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
89 <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
90 <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
94 <page string="History" groups="base.group_extended">
95 <field name="active"/>
96 <field name="canal_id"/>
99 <separator colspan="4" string="Dates"/>
100 <field name="create_date"/>
101 <field name="date_closed"/>
102 <separator colspan="4" string="References"/>
103 <field name="ref" colspan="4"/>
104 <field name="ref2" colspan="4"/>
106 <field name="log_ids" nolabel="1" colspan="4">
107 <form string="Actions">
108 <separator string="Action Information" colspan="4"/>
109 <field name="name" colspan="4"/>
111 <field name="user_id"/>
113 <field name="canal_id"/>
117 <page string="Emails" groups="base.group_extended">
119 <field colspan="4" name="email_cc" string="CC"/>
121 <field name="history_line" colspan="4" nolabel="1" mode="form,tree">
122 <form string="Communication history">
123 <group col="7" colspan="4">
125 <field name="email"/>
126 <field name="canal_id"/>
129 name="%(crm.action_view_crm_email_add_cc_wizard)d"
130 icon="gtk-add" type="action"/>
133 <field name="description" colspan="4" nolabel="1"/>
134 <button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-undo" type="action"/>
136 <tree string="Communication history">
137 <field name="description"/>
138 <field name="email"/>
142 <button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
149 <record model="ir.ui.view" id="crm_case_tree_view_oppor">
150 <field name="name">CRM - Opportunities Tree</field>
151 <field name="model">crm.opportunity</field>
152 <field name="type">tree</field>
153 <field name="arch" type="xml">
154 <tree string="Opportunities Tree" colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
156 <field name="name" string="Opportunities"/>
157 <field name="stage_id" string="Sales Stage"/>
158 <field name="partner_id" string="Partner"/>
159 <field name="planned_revenue" sum="Total of Planned Revenue"/>
160 <field name="probability" avg="Avg. of Probability"/>
161 <field name="date" string="Create Date"/>
162 <field name="date_deadline" string="Excepted Close Date"/>
163 <field name="user_id"/>
164 <field name="state"/>
165 <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
166 <button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
167 <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
168 <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
172 <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
173 <field name="name">CRM - Opportunity Graph</field>
174 <field name="model">crm.opportunity</field>
175 <field name="type">graph</field>
176 <field name="arch" type="xml">
177 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
178 <field name="categ_id"/>
179 <field name="planned_cost" operator="+"/>
180 <field name="state" group="True"/>
185 <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
186 <field name="name">CRM - Opportunities Search</field>
187 <field name="model">crm.opportunity</field>
188 <field name="type">search</field>
189 <field name="arch" type="xml">
190 <search string="Search Opportunities">
192 <group col="3" colspan="1">
193 <filter icon="gtk-home" string=" Today "
195 domain="[('date::date','=',time.strftime('%%Y-%%m-%%d'))]"
196 help="Todays's Opportunities"
198 <filter icon="gtk-media-rewind" string=" 7 Days "
199 separator="1" help="Opportunities during last 7 days"
200 domain="[('date','<', time.strftime('%%Y-%%m-%%d')), ('date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
203 <separator orientation="vertical"/>
204 <group col="6" colspan="2">
205 <field name="name" select="1" string="Opportunity"/>
206 <field name="user_id" select="1" widget="selection">
207 <filter icon="terp-partner"
208 domain="[('user_id','=',uid)]"
209 help="My Opportunities" default="1"
212 <field name="partner_id" select="1"/>
213 <field name="state" select="1">
214 <filter icon="gtk-index" domain="[('state','in',('open','draft'))]" help="Current " default="1"/>
216 <field name="section_id" default="context.get('section_id', False)" select="1" widget="selection" string="Section">
217 <filter icon="terp-crm"
218 domain="[('section_id','=',context.get('section_id',False))]"
224 <group expand="1" string="Group By..." colspan="4">
225 <filter string="By Stage" icon="terp-crm" domain="[]" context="{'group_by':'stage_id'}"/>
226 <filter string="By Partner" icon="terp-crm" domain="[]" context="{'group_by':'partner_id'}"/>
227 <filter string="By Responsible" icon="terp-crm" domain="[]" context="{'group_by':'user_id'}"/>
228 <filter string="By Create Date" icon="terp-crm" domain="[]" context="{'group_by':'date'}"/>