addons/crm/crm_opportunity_view.xml

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