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">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"  />
  54                 </group>
  55                 </group>
  56
  57                 <group colspan="4" col="4">
  58                 <notebook>
  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"/>
  65
  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"/>
  75                     </group>
  76
  77
  78
  79                     <separator colspan="4" string="Details"/>
  80                     <field name="description" nolabel="1" colspan="4"/>
  81
  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"/>
  91                     </group>
  92                 </page>
  93
  94                 <page string="History" groups="base.group_extended">
  95                     <field name="active"/>
  96                     <field name="canal_id"/>
  97                     <field name="som"/>
  98
  99                     <separator colspan="4" string="Dates"/>
 100                     <field name="create_date"/>
 101                     <field name="date_closed"/>
 102                     <field name="date_action_last"/>
 103                     <field name="date_action_next"/>
 104                     <separator colspan="4" string="References"/>
 105                     <field name="ref" colspan="4"/>
 106                     <field name="ref2" colspan="4"/>
 107
 108                     <field name="log_ids" nolabel="1" colspan="4">
 109                         <form string="Actions">
 110                             <separator string="Action Information" colspan="4"/>
 111                             <field name="name" colspan="4"/>
 112                             <field name="date"/>
 113                             <field name="user_id"/>
 114                             <field name="som"/>
 115                             <field name="canal_id"/>
 116                         </form>
 117                     </field>
 118                 </page>
 119                  <page string="Emails" groups="base.group_extended">
 120                    <group colspan="4">
 121                        <field colspan="4" name="email_cc" string="CC"/>
 122                    </group>
 123                     <field name="history_line" colspan="4" nolabel="1" mode="form,tree">
 124                         <form string="Communication history">
 125                             <group col="7" colspan="4">
 126                                 <field name="date"/>
 127                                 <field name="email"/>
 128                                 <field name="canal_id"/>
 129                                 <button
 130                                                                    string="Add a CC"
 131                                                                     name="%(crm.action_view_crm_email_add_cc_wizard)d"
 132                                                                     icon="gtk-add" type="action"/>
 133                             </group>
 134                             <newline/>
 135                             <field name="description" colspan="4" nolabel="1"/>
 136                             <button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-undo" type="action"/>
 137                         </form>
 138                         <tree string="Communication history">
 139                             <field name="description"/>
 140                             <field name="email"/>
 141                             <field name="date"/>
 142                         </tree>
 143                     </field>
 144                     <button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
 145                  </page>
 146                 </notebook>
 147                 </group>
 148             </form>
 149         </field>
 150     </record>
 151     <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 152         <field name="name">CRM - Opportunities Tree</field>
 153         <field name="model">crm.opportunity</field>
 154         <field name="type">tree</field>
 155         <field name="arch" type="xml">
 156             <tree string="Opportunities Tree"  colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
 157                 <field name="id"/>
 158                 <field name="name" string="Opportunities"/>
 159                 <field name="stage_id"  string="Sales Stage"/>
 160                 <field name="partner_id" string="Partner"/>
 161                 <field name="planned_revenue" sum="Total of Planned Revenue"/>
 162                 <field name="probability" avg="Avg. of Probability"/>
 163                 <field name="date" string="Create Date"/>
 164                 <field name="date_deadline" string="Excepted Close Date"/>
 165                 <field name="user_id"/>
 166                 <field name="state"/>
 167                 <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
 168                 <button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
 169                 <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
 170                 <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object"  icon="gtk-cancel"/>
 171             </tree>
 172         </field>
 173     </record>
 174     <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 175         <field name="name">CRM - Opportunity Graph</field>
 176         <field name="model">crm.opportunity</field>
 177         <field name="type">graph</field>
 178         <field name="arch" type="xml">
 179             <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 180                 <field name="categ_id"/>
 181                 <field name="planned_cost" operator="+"/>
 182                 <field name="state" group="True"/>
 183             </graph>
 184         </field>
 185     </record>
 186
 187     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 188         <field name="name">CRM - Opportunities Search</field>
 189         <field name="model">crm.opportunity</field>
 190         <field name="type">search</field>
 191         <field name="arch" type="xml">
 192             <search string="Search Opportunities">
 193                         <group col="3" colspan="1">
 194                 <filter icon="gtk-home" string="   Today   "
 195                         separator="1"
 196                         domain="[('date::date','=',time.strftime('%%Y-%%m-%%d'))]"
 197                         help="Todays's Opportunities"
 198                 />
 199                 <filter icon="gtk-media-rewind" string="    7 Days    "
 200                         separator="1" help="Opportunities during last 7 days"
 201                         domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d')), ('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 202                 />
 203                         </group>
 204                <separator orientation="vertical"/>
 205                <group col="6" colspan="2">
 206                    <field name="name" select="1" string="Opportunity"/>
 207                    <field name="user_id" select="1" widget="selection">
 208                         <filter icon="terp-partner"
 209                                 domain="[('user_id','=',uid)]"
 210                                 help="My Opportunities" default="1"
 211                         />
 212                    </field>
 213                    <field name="partner_id" select="1"/>
 214                    <field name="state" select="1">
 215                        <filter icon="gtk-index" domain="[('state','in',('open','draft'))]" help="Current " default="1"/>
 216                    </field>
 217                                         <field name="section_id" default="context.get('section_id', False)" select="1" widget="selection" string="Section">
 218                                                 <filter icon="terp-crm"
 219                                domain="[('section_id','=',context.get('section_id',False))]"
 220                                help="My section"/>
 221                                         </field>
 222                </group>
 223                 <group expand="1" string="Group By..." colspan="4" col="20">
 224                         <filter string="By Stage" icon="terp-crm" domain="[]" context="{'group_by':'stage_id'}"/>
 225                         <filter string="By Partner" icon="terp-crm" domain="[]"  context="{'group_by':'partner_id'}"/>
 226                         <filter string="By Responsible" icon="terp-crm" domain="[]" context="{'group_by':'user_id'}"/>
 227                         <filter string="By Create Date" icon="terp-crm" domain="[]" context="{'group_by':'date'}"/>
 228
 229                 </group>
 230            </search>
 231         </field>
 232     </record>
 233 </data>
 234 </openerp>