addons/crm/crm_opportunity_view.xml

   1 <?xml version="1.0"?>
   2 <openerp>
   3     <data>
   4
   5     <record id="crm_opportunity_stage_act" model="ir.actions.act_window">
   6         <field name="name">Stages</field>
   7         <field name="res_model">crm.case.stage</field>
   8         <field name="view_type">form</field>
   9         <field name="view_id" ref="crm.crm_case_stage_tree"/>
  10         <field name="domain">[('type', '=', 'opportunity')]</field>
  11         <field name="context">{'type':'opportunity'}</field>
  12         <field name="help">Create specific stages that will help your sales better organise their sales pipeline by maintaining them to their sales opportunities. It will allow them to easily track how is positioned a specific opportunity in the sales cycle.</field>
  13     </record>
  14
  15      <menuitem action="crm_opportunity_stage_act" id="menu_crm_opportunity_stage_act" name="Stages"
  16         groups="base.group_extended" sequence="0"
  17         parent="base.menu_crm_config_opportunity" />
  18
  19         <!-- Opportunities Form View -->
  20             <record model="ir.ui.view" id="crm_case_form_view_oppor">
  21                 <field name="name">Opportunities</field>
  22                 <field name="model">crm.lead</field>
  23                 <field name="type">form</field>
  24                 <field name="priority">10</field>
  25                 <field name="arch" type="xml">
  26                     <form string="Opportunities">
  27                         <group colspan="4" col="7">
  28                             <field name="name"  required="1" string="Opportunity"/>
  29                             <label string="Stage:" align="1.0"/>
  30                             <group colspan="1" col="4">
  31                                 <field name="stage_id" nolabel="1"
  32                                     on_change="onchange_stage_id(stage_id)"
  33                                     domain="[('type','=','opportunity'),('section_ids', '=', section_id)]"/>
  34                                 <button name="stage_previous"
  35                                     states="draft,open,pending" type="object"
  36                                     icon="gtk-go-back" string="" />
  37                                 <button name="stage_next" states="draft,open,pending"
  38                                     type="object" icon="gtk-go-forward" string="" context="{'stage_type': 'opportunity'}"/>
  39                             </group>
  40                             <field name="user_id"/>
  41
  42                             <button name="action_makeMeeting" type="object"
  43                             string="Schedule Meeting" icon="gtk-redo" />
  44
  45                             <field name="planned_revenue"/>
  46                             <field name="probability"/>
  47                             <field name="date_deadline"/>
  48                             <button string="Schedule/Log Call"
  49                             name="%(opportunity2phonecall_act)d" icon="terp-call-start" type="action" groups="base.group_extended"/>
  50                             <newline/>
  51                             <field name="date_action"/>
  52                             <field name="title_action"/>
  53                             <field name="priority" string="Priority"/>
  54                             <newline/>
  55                             <field name="type" invisible="1"/>
  56                         </group>
  57                         <notebook colspan="4">
  58                         <page string="Opportunity">
  59                             <group col="4" colspan="2">
  60                                 <separator colspan="4" string="Contacts"/>
  61                                 <group colspan="2">
  62                                     <field name="partner_id" select="1"
  63                                         on_change="onchange_partner_id(partner_id, email_from)" string="Customer"
  64                                         colspan="2" />
  65                                     <button name="%(action_crm_lead2partner)d"
  66                                         icon="terp-partner" type="action"
  67                                         string="Create"
  68                                         attrs="{'invisible':[('partner_id','!=',False)]}"/>
  69                                 </group>
  70                                 <field name="partner_address_id"
  71                                     string="Contact"
  72                                     on_change="onchange_partner_address_id(partner_address_id, email_from)"
  73                                     colspan="1" />
  74                                 <field name="email_from" string="Email" />
  75                                 <field name="phone"/>
  76                             </group>
  77                             <group col="2" colspan="2">
  78                                 <separator colspan="2" string="Categorization"/>
  79                                 <field name="section_id" colspan="1" widget="selection"/>
  80                                 <field name="categ_id" select="1"
  81                                 string="Category" widget="selection"
  82                                 domain="[('object_id.model', '=', 'crm.lead')]" />
  83                             </group>
  84
  85                             <separator colspan="4" string="Details"/>
  86                             <field name="description" nolabel="1" colspan="4"/>
  87
  88                             <separator colspan="4"/>
  89                             <group col="10" colspan="4">
  90                                 <field name="state"/>
  91                                 <button name="case_cancel" string="Cancel"
  92                                     states="draft" type="object"
  93                                     icon="gtk-cancel" />
  94                                 <button name="case_mark_lost" string="Mark Lost"
  95                                     states="open,pending" type="object"
  96                                     icon="gtk-cancel" />
  97                                 <button name="case_reset" string="Reset to Draft"
  98                                     states="done,cancel" type="object"
  99                                     icon="gtk-convert" />
 100                                 <button name="case_open" string="Open"
 101                                     states="draft,pending" type="object"
 102                                     icon="gtk-go-forward" />
 103                                 <button name="case_pending" string="Pending"
 104                                     states="draft,open" type="object"
 105                                     icon="gtk-media-pause" />
 106                                 <button name="case_escalate" string="Escalate"
 107                                     states="open,pending" type="object"
 108                                     groups="base.group_extended"
 109                                     icon="gtk-go-up" />
 110                                 <button name="case_close" string="Mark Won"
 111                                     states="open,pending" type="object"
 112                                     icon="gtk-apply" />
 113                             </group>
 114                         </page>
 115                         <page string="Lead">
 116                             <group colspan="2" col="4">
 117                                 <separator string="Contact" colspan="4" col="4"/>
 118                                 <field name="partner_name" string="Customer Name" colspan="4"/>
 119                                 <newline/>
 120                                 <field domain="[('domain', '=', 'contact')]" name="title" widget="selection"/>
 121                                 <field name="function" />
 122                                 <field name="street" colspan="4"/>
 123                                 <field name="street2" colspan="4"/>
 124                                 <field name="zip"/>
 125                                 <field name="city"/>
 126                                 <field name="country_id"/>
 127                                 <field name="state_id"/>
 128                             </group>
 129                             <group colspan="2" col="2">
 130                                 <separator string="Communication" colspan="2"/>
 131                                 <field name="fax"/>
 132                                 <field name="mobile"/>
 133                             </group>
 134                             <group colspan="2" col="2">
 135                                 <separator string="Categorization" colspan="2"/>
 136                                 <field name="type_id" widget="selection" groups="base.group_extended"/>
 137                                 <field name="channel_id" widget="selection"/>
 138                             </group>
 139                             <group colspan="2" col="2">
 140                                 <separator string="Mailings" colspan="2"/>
 141                                 <field name="optin"/>
 142                                 <field name="optout"/>
 143                             </group>
 144                         </page>
 145
 146                         <page string="History" groups="base.group_extended">
 147                             <group colspan="4">
 148                                 <field colspan="4" name="email_cc" string="Global CC" widget="char" size="512"/>
 149                             </group>
 150                             <field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
 151                                 <tree string="History">
 152                                     <field name="display_text" string="History Information"/>
 153                                     <field name="history" invisible="1"/>
 154                                     <button
 155                                         string="Reply" attrs="{'invisible': [('history', '!=', True)]}"
 156                                         name="%(crm.action_crm_send_mail)d"
 157                                         context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
 158                                         icon="terp-mail-replied" type="action" />
 159                                 </tree>
 160                                 <form string="History">
 161                                     <group col="4" colspan="4">
 162                                         <field name="email_from"/>
 163                                         <field name="date"/>
 164                                         <field name="email_to" size="512"/>
 165                                         <field name="email_cc" size="512"/>
 166                                         <field name="name" colspan="4"/>
 167                                         <field name="history" invisible="1"/>
 168                                     </group>
 169                                     <notebook colspan="4">
 170                                         <page string="Details">
 171                                             <group attrs="{'invisible': [('history', '!=', True)]}">
 172                                                 <field name="description" colspan="4" nolabel="1" height="250"/>
 173                                                 <button colspan="4"
 174                                                     string="Reply"
 175                                                     name="%(crm.action_crm_send_mail)d"
 176                                                     context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
 177                                                     icon="terp-mail-replied" type="action" />
 178                                             </group>
 179                                             <group attrs="{'invisible': [('history', '=', True)]}">
 180                                                 <field name="display_text" colspan="4" nolabel="1"  height="250"/>
 181                                             </group>
 182                                         </page>
 183                                         <page string="Attachments">
 184                                             <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
 185                                         </page>
 186                                     </notebook>
 187                                 </form>
 188                             </field>
 189                             <button string="Add Internal Note"
 190                                 name="%(crm.action_crm_add_note)d"
 191                                 context="{'model': 'crm.lead' }"
 192                                 icon="terp-document-new" type="action" />
 193                             <button string="Send New Email"
 194                                 name="%(crm.action_crm_send_mail)d"
 195                                 context="{'mail':'new', 'model': 'crm.lead'}"
 196                                 icon="terp-mail-message-new" type="action" />
 197                         </page>
 198                         <page string="Extra Info" groups="base.group_extended">
 199                             <group col="2" colspan="2">
 200                                 <separator string="Dates" colspan="2"/>
 201                                 <field name="create_date"/>
 202                                 <field name="write_date"/>
 203                                 <field name="date_closed"/>
 204                                 <field name="date_open"/>
 205                             </group>
 206                             <group col="2" colspan="2">
 207                                 <separator string="Misc" colspan="2"/>
 208                                 <field name="active"/>
 209                                 <field name="day_open"/>
 210                                 <field name="day_close"/>
 211                                 <field name="referred"/>
 212                             </group>
 213                             <separator colspan="4" string="References"/>
 214                             <field name="ref"/>
 215                             <field name="ref2"/>
 216                         </page>
 217                         </notebook>
 218                     </form>
 219                 </field>
 220             </record>
 221
 222         <!-- Opportunities Tree View -->
 223
 224             <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 225                 <field name="name">Opportunities Tree</field>
 226                 <field name="model">crm.lead</field>
 227                 <field name="type">tree</field>
 228                 <field name="arch" type="xml">
 229                     <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)">
 230                         <field name="date_deadline" invisible="1"/>
 231                         <field name="create_date"/>
 232                         <field name="name" string="Opportunity"/>
 233                         <field name="partner_id" string="Customer"/>
 234                         <field name="country_id" invisible="context.get('invisible_country', True)" />
 235                         <field name="date_action"/>
 236                         <field name="title_action" />
 237                         <field name="stage_id"/>
 238                         <field name="channel_id" invisible="1"/>
 239                         <field name="type_id" invisible="1"/>
 240                         <button name="stage_previous" string="Previous Stage"
 241                             states="open,pending" type="object" icon="gtk-go-back" />
 242                         <button name="stage_next" string="Next Stage"
 243                             states="open,pending" type="object"
 244                             icon="gtk-go-forward" />
 245                         <field name="planned_revenue" sum="Expected Revenues"/>
 246                         <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 247                         <field name="section_id"
 248                             invisible="context.get('invisible_section', True)" />
 249                         <field name="user_id"/>
 250                         <field name="priority" invisible="1"/>
 251                         <field name="categ_id" invisible="1"/>
 252                         <field name="state"/>
 253                         <button name="case_open" string="Open"
 254                             states="draft,pending" type="object"
 255                             icon="gtk-go-forward" />
 256                         <button name="case_pending" string="Pending"
 257                             states="open,draft" type="object"
 258                             icon="gtk-media-pause" />
 259                         <button name="case_close" string="Won"
 260                             states="open,draft,pending" type="object"
 261                             icon="gtk-apply" />
 262                     </tree>
 263                 </field>
 264             </record>
 265
 266         <!-- Opportunities Graph View -->
 267
 268             <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 269                 <field name="name">CRM - Opportunity Graph</field>
 270                 <field name="model">crm.lead</field>
 271                 <field name="type">graph</field>
 272                 <field name="arch" type="xml">
 273                     <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 274                         <field name="categ_id"/>
 275                         <field name="planned_revenue" operator="+"/>
 276                         <field name="state" group="True"/>
 277                     </graph>
 278                 </field>
 279             </record>
 280
 281         <!-- Opportunities Search View -->
 282
 283             <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 284                 <field name="name">CRM - Opportunities Search</field>
 285                 <field name="model">crm.lead</field>
 286                 <field name="type">search</field>
 287                 <field name="arch" type="xml">
 288                     <search string="Search Opportunities">
 289                         <filter icon="terp-check"
 290                             string="Current"  help="Draft and Open Opportunities"
 291                             name="current"
 292                             domain="[('state','in',('draft','open'))]"/>
 293                         <filter icon="terp-camera_test"
 294                             string="Open"  help="Open Opportunities"
 295                             domain="[('state','=','open')]"/>
 296                         <filter icon="terp-gtk-media-pause"
 297                             string="Pending"  help="Pending Opportunities"
 298                             domain="[('state','=','pending')]"/>
 299                         <separator orientation="vertical"/>
 300                         <field name="name" string="Opportunity"/>
 301                         <field name="partner_id" string="Customer"/>
 302                         <field name="user_id">
 303                             <filter icon="terp-personal-"
 304                                 domain="[('user_id','=', False)]"
 305                                 help="Unassigned Opportunities" />
 306                         </field>
 307                         <field name="section_id"
 308                             context="{'invisible_section': False}"
 309                             widget="selection">
 310                             <filter icon="terp-personal+" groups="base.group_extended"
 311                                 domain="['|', ('section_id', '=', context.get('section_id')), '|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 312                                 context="{'invisible_section': False}"
 313                                 help="My Sales Team(s)" />
 314                             <filter icon="terp-personal+" groups="base.group_extended"
 315                                 context="{'invisible_section': False}"
 316                                 domain="[]"
 317                                 help="Show Sales Team"/>
 318                         </field>
 319                         <newline/>
 320                         <group  expand="0" string="Extended Filters..." groups="base.group_extended">
 321                               <field name="stage_id" widget="selection" domain="[('type', '=', 'opportunity')]"/>
 322                               <field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
 323                               <separator orientation="vertical"/>
 324                               <field name="country_id" context="{'invisible_country': False}">
 325                                   <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
 326                               </field>
 327                               <separator orientation="vertical"/>
 328                               <field name="email_from"/>
 329                               <separator orientation="vertical"/>
 330                               <field name="company_id" widget="selection" groups="base.group_multi_company"/>
 331                               <newline/>
 332                               <field name="create_date" string="Creation Date"/>
 333                               <field name="date_closed"/>
 334                         </group>
 335                         <newline/>
 336                         <group expand="0" string="Group By..." colspan="16">
 337                             <filter string="Salesman" icon="terp-personal"
 338                                 domain="[]" context="{'group_by':'user_id'}" />
 339                             <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 340                             <separator orientation="vertical" />
 341                             <filter string="Stage" icon="terp-stage" domain="[]"
 342                                 context="{'group_by':'stage_id'}" />
 343                             <filter string="Priority" icon="terp-rating-rated" domain="[]"
 344                                 context="{'group_by':'priority'}" />
 345                             <filter string="Category" icon="terp-stock_symbol-selection"
 346                                 domain="[]" context="{'group_by':'categ_id'}" />
 347                             <filter string="Campaign" icon="terp-gtk-jump-to-rtl"
 348                                 domain="[]" context="{'group_by':'type_id'}" groups="base.group_extended"/>
 349                             <filter string="Channel" icon="terp-call-start"
 350                                 domain="[]" context="{'group_by':'channel_id'}" />
 351                             <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 352                             <separator orientation="vertical" />
 353                             <filter string="Creation" icon="terp-go-month"
 354                                 domain="[]" context="{'group_by':'create_date'}" />
 355                             <filter string="Exp.Closing"
 356                                 icon="terp-go-month"
 357                                 help="Expected Closing" domain="[]"
 358                                 context="{'group_by':'date_deadline'}" />
 359                         </group>
 360                     </search>
 361                 </field>
 362             </record>
 363
 364
 365         <!-- Opportunities Graph View -->
 366
 367             <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 368                 <field name="name">CRM - Opportunity Graph</field>
 369                 <field name="model">crm.lead</field>
 370                 <field name="type">graph</field>
 371                 <field name="arch" type="xml">
 372                     <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 373                         <field name="categ_id"/>
 374                         <field name="planned_revenue" operator="+"/>
 375                         <field name="state" group="True"/>
 376                     </graph>
 377                 </field>
 378             </record>
 379
 380 </data>
 381 </openerp>