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="7">
  43                     <field name="name" select="1" string="Opportunity" colspan="2"/>
  44                     <field name="section_id" colspan="1" widget="selection"/>
  45                     <field name="user_id" select="2" string="Responsible"/>
  46                                         <button string="Schedule a Meeting"
  47                         name="%(wizard_crm_opportunity_meeting_set)d" icon="gtk-redo" type="action" />
  48                         <newline/>
  49                         <label string="Sales Stage: " align="1.0"/>
  50                         <group colspan="1" col="2">
  51                         <field name="stage_id" select="1" nolabel="1"/>
  52                         <button icon="gtk-go-forward" string="" name="stage_next" type="object"/>
  53                         </group>
  54                     <field name="date" string="Deadline"/>
  55                     <group colspan="2">
  56                         <field name="phonecall_id" select="1"/>
  57                     </group>
  58                                          <button string="Schedule a Phone Call"
  59                         name="%(wizard_crm_opportunity_reschedule_phone_call)d" icon="gtk-redo" type="action" />
  60                 </group>
  61                 <notebook colspan="4">
  62                 <page string="Description">
  63                     <field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
  64                     <field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
  65                     <field name="email_from" colspan="2"/>
  66                     <field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Source"/>
  67                     <field name="priority" string="Priority"/>
  68                     <field name="type_id" select="1" string="Type"/>
  69                     <separator colspan="4" string="Estimates"/>
  70                     <field name="planned_revenue"/>
  71                     <field name="planned_cost"/>
  72                     <field name="probability"/>
  73                     <separator colspan="4" string="Description Information"/>
  74                         <field name="description" nolabel="1" colspan="4"/>
  75
  76                     <separator colspan="4"/>
  77                     <group col="8" colspan="4">
  78                         <field name="state" select="2"/>
  79                         <button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
  80                         <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
  81                         <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object"  icon="gtk-cancel"/>
  82                         <button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
  83                         <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
  84                         <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
  85                     </group>
  86                 </page>
  87
  88                 <page string="History">
  89                     <field name="active"/>
  90                     <field name="canal_id"/>
  91                     <field name="som"/>
  92
  93                     <separator colspan="4" string="Dates"/>
  94                     <field name="create_date"/>
  95                     <field name="date_closed"/>
  96                     <field name="date_action_last"/>
  97                     <field name="date_action_next"/>
  98                     <separator colspan="4" string="References"/>
  99                     <field name="ref" colspan="4"/>
 100                     <field name="ref2" colspan="4"/>
 101
 102                     <field name="log_ids" nolabel="1" colspan="4">
 103                         <form string="Actions">
 104                             <separator string="Action Information" colspan="4"/>
 105                             <field name="name" colspan="4"/>
 106                             <field name="date"/>
 107                             <field name="user_id"/>
 108                             <field name="som"/>
 109                             <field name="canal_id"/>
 110                         </form>
 111                     </field>
 112                 </page>
 113                  <page string="Emails">
 114                    <group colspan="4">
 115                        <field colspan="4" name="email_cc" string="CC"/>
 116                    </group>
 117                     <field name="history_line" colspan="4" nolabel="1" mode="form,tree">
 118                         <form string="Communication history">
 119                             <group col="7" colspan="4">
 120                                 <field name="date"/>
 121                                 <field name="email"/>
 122                                 <field name="canal_id"/>
 123                                 <button
 124                                                                    string="Add a CC"
 125                                                                     name="%(crm.action_view_crm_email_add_cc_wizard)d"
 126                                                                     icon="gtk-add" type="action"/>
 127                             </group>
 128                             <newline/>
 129                             <field name="description" colspan="4" nolabel="1"/>
 130                             <button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-undo" type="action"/>
 131                         </form>
 132                         <tree string="Communication history">
 133                             <field name="description"/>
 134                             <field name="email"/>
 135                             <field name="date"/>
 136                         </tree>
 137                     </field>
 138                     <button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
 139                  </page>
 140                 </notebook>
 141             </form>
 142         </field>
 143     </record>
 144     <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 145         <field name="name">CRM - Opportunities Tree</field>
 146         <field name="model">crm.opportunity</field>
 147         <field name="type">tree</field>
 148         <field name="arch" type="xml">
 149             <tree string="Opportunities Tree"  colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
 150                 <field name="id"/>
 151                 <field name="name" string="Opportunities"/>
 152                 <field name="stage_id"  string="Sales Stage"/>
 153                 <field name="partner_id" string="Partner"/>
 154                 <field name="planned_revenue"/>
 155                 <field name="probability"/>
 156                 <field name="date" string="Deadline"/>
 157                 <field name="user_id"/>
 158                 <field name="state"/>
 159                 <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
 160                 <button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
 161                 <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
 162                 <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object"  icon="gtk-cancel"/>
 163             </tree>
 164         </field>
 165     </record>
 166     <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 167         <field name="name">CRM - Opportunity Graph</field>
 168         <field name="model">crm.opportunity</field>
 169         <field name="type">graph</field>
 170         <field name="arch" type="xml">
 171             <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 172                 <field name="categ_id"/>
 173                 <field name="planned_cost" operator="+"/>
 174                 <field name="state" group="True"/>
 175             </graph>
 176         </field>
 177     </record>
 178
 179     <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 180         <field name="name">CRM - Opportunities Search</field>
 181         <field name="model">crm.opportunity</field>
 182         <field name="type">search</field>
 183         <field name="arch" type="xml">
 184             <search string="Search Opportunities">
 185                         <group col="3" colspan="1">
 186                 <filter icon="gtk-home" string="   Today   "
 187                         separator="1"
 188                         domain="[('date','=',time.strftime('%%Y-%%m-%%d'))]"
 189                         help="Todays's Opportunities"
 190                 />
 191                 <filter icon="gtk-media-rewind" string="    7 Days    "
 192                         separator="1" help="Opportunities during last 7 days"
 193                         domain="[('date','&lt;', time.strftime('%%Y-%%m-%%d')), ('date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
 194                 />
 195                         </group>
 196                <separator orientation="vertical"/>
 197                <group col="6" colspan="2">
 198                    <field name="name" select="1" string="Opportunity"/>
 199                    <field name="user_id" select="1" widget="selection">
 200                         <filter icon="terp-partner"
 201                                 domain="[('user_id','=',uid)]"
 202                                 help="My Opportunities" default="1"
 203                         />
 204                    </field>
 205                    <field name="partner_id" select="1"/>
 206                    <field name="state" select="1">
 207                        <filter icon="gtk-index" domain="[('state','in',('open','draft'))]" help="Current "/>
 208                    </field>
 209                                         <field name="section_id" select="1" widget="selection" string="Section">
 210                                                 <filter icon="terp-crm"
 211                                domain="[('section_id','=',context.get('section_id',False))]"
 212                                help="My section"/>
 213                                         </field>
 214                </group>
 215            </search>
 216         </field>
 217     </record>
 218 </data>
 219 </openerp>