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="arch" type="xml">
  10                     <form string="Opportunities">
  11                         <group colspan="4" col="7">
  12                             <field name="name"  required="1" string="Opportunity"/>
  13                             <label string="Stage:" align="1.0"/>
  14                             <group colspan="1" col="4">
  15                                 <field name="stage_id" nolabel="1"
  16                                 on_change="onchange_stage_id(stage_id)"
  17                                 domain="[('section_id','=',section_id), ('object_id.model', '=', 'crm.lead')]" />
  18                                 <button name="stage_previous"
  19                                 states="open,pending" type="object"
  20                                 icon="gtk-go-back" string="" />
  21                                 <button name="stage_next" states="open,pending"
  22                                 type="object" icon="gtk-go-forward" string="" />
  23                             </group>
  24                             <field name="user_id"/>
  25
  26                             <button name="action_makeMeeting" type="object"
  27                             string="Schedule Meeting" icon="gtk-redo" />
  28
  29                             <field name="planned_revenue"/>
  30                             <field name="probability"/>
  31                             <field name="date_deadline" string="Expected Closing"/>
  32                             <button string="Schedule Call"
  33                             name="%(opportunity2phonecall_act)d" icon="gtk-redo" type="action"  />
  34                             <newline/>
  35                             <field name="date_action"/>
  36                             <field name="title_action"/>
  37                             <field name="priority" string="Priority"/>
  38                             <newline/>
  39                             <field name="type" invisible="1"/>
  40                         </group>
  41                         <notebook colspan="4">
  42                         <page string="Opportunity">
  43                             <group col="4" colspan="2">
  44                                 <separator colspan="4" string="Contacts"/>
  45                                 <field name="partner_id" select="1"
  46                                 on_change="onchange_partner_id(partner_id, email_from)"
  47                                 colspan="2" />
  48                                 <field name="partner_address_id"
  49                                 string="Contact"
  50                                 on_change="onchange_partner_address_id(partner_address_id, email_from)"
  51                                 colspan="1" />
  52                                 <field name="email_from" string="Email" />
  53                                 <field name="phone"/>
  54                             </group>
  55                             <group col="2" colspan="2">
  56                                 <separator colspan="2" string="Categorization"/>
  57                                 <field name="section_id" colspan="1" widget="selection"/>
  58                                 <field name="categ_id" select="1" groups="base.group_extended"
  59                                 string="Category" widget="selection"
  60                                 domain="[('object_id.model', '=', 'crm.lead')]" />
  61                             </group>
  62
  63                             <separator colspan="4" string="Details"/>
  64                             <field name="description" nolabel="1" colspan="4"/>
  65
  66                             <separator colspan="4"/>
  67                             <group col="10" colspan="4">
  68                                 <field name="state"/>
  69                                 <button name="case_reset" string="Reset to New"
  70                                     states="done,cancel" type="object"
  71                                     icon="gtk-convert" />
  72                                 <button name="case_open" string="Open"
  73                                     states="draft,pending" type="object"
  74                                     icon="gtk-go-forward" />
  75                                 <button name="case_pending" string="Pending"
  76                                     states="draft,open" type="object"
  77                                     icon="gtk-media-pause" />
  78                                 <button name="case_escalate" string="Escalate"
  79                                     states="open,pending" type="object"
  80                                     groups="base.group_extended"
  81                                     icon="gtk-go-up" />
  82                                 <button name="case_cancel" string="Cancel"
  83                                     states="draft,open,pending" type="object"
  84                                     icon="gtk-close" />
  85                                 <button name="case_mark_lost" string="Mark Lost"
  86                                     states="open,pending" type="object"
  87                                     icon="gtk-cancel" />
  88                                 <button name="case_close" string="Mark Won"
  89                                     states="open,pending" type="object"
  90                                     icon="gtk-apply" />
  91                             </group>
  92                         </page>
  93                         <page string="Lead">
  94                             <group colspan="2" col="4">
  95                                 <separator string="Contact" colspan="4" col="4"/>
  96                                 <field name="partner_name" string="Partner Name" colspan="4"/>
  97                                 <newline/>
  98                                 <field domain="[('domain', '=', 'contact')]" name="title"/>
  99                                 <field name="function" />
 100                                 <field name="street" colspan="4"/>
 101                                 <field name="street2" colspan="4"/>
 102                                 <field name="zip"/>
 103                                 <field name="city"/>
 104                                 <field name="country_id"/>
 105                                 <field name="state_id"/>
 106                             </group>
 107                             <group colspan="2" col="2">
 108                                 <separator string="Communication" colspan="2"/>
 109                                 <field name="fax"/>
 110                                 <field name="mobile"/>
 111                             </group>
 112                             <group colspan="2" col="2">
 113                                 <separator string="Mailings" colspan="2"/>
 114                                 <field name="optin"/>
 115                                 <field name="optout"/>
 116                             </group>
 117                         </page>
 118
 119                         <page string="History" groups="base.group_extended">
 120                             <group colspan="4">
 121                                 <field colspan="4" name="email_cc" string="Global CC" widget="char" size="512"/>
 122                             </group>
 123                             <field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
 124                                 <tree string="Communication history">
 125                                     <field name="display_text" string="History Information"/>
 126                                     <button
 127                                         string="Reply"
 128                                         name="%(crm.action_crm_send_mail)d"
 129                                         context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
 130                                         icon="gtk-undo" type="action" />
 131                                 </tree>
 132                                 <form string="Communication history">
 133                                     <group col="4" colspan="4">
 134                                         <field name="email_from"/>
 135                                         <field name="date"/>
 136                                         <field name="email_to" widget="char" size="512"/>
 137                                         <field name="email_cc" widget="char" size="512"/>
 138                                         <field name="name" colspan="4" widget="char" size="512"/>
 139                                     </group>
 140                                     <notebook colspan="4">
 141                                         <page string="Details">
 142                                             <field name="description" colspan="4" nolabel="1"/>
 143                                         </page>
 144                                         <page string="Attachments">
 145                                             <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
 146                                         </page>
 147                                     </notebook>
 148                                     <button colspan="4"
 149                                         string="Reply"
 150                                         name="%(crm.action_crm_send_mail)d"
 151                                         context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
 152                                         icon="gtk-undo" type="action" />
 153                                 </form>
 154                             </field>
 155                             <button colspan="2" string="Send New Email"
 156                                 name="%(crm.action_crm_send_mail)d"
 157                                 context="{'mail':'new', 'model': 'crm.lead'}"
 158                                 icon="gtk-go-forward" type="action" />
 159                             <button colspan="2" string="Forward to Partner"
 160                                 name="%(crm_lead_forward_to_partner_act)d"
 161                                 icon="gtk-go-forward" type="action" />
 162                         </page>
 163                         <page string="Extra Info" groups="base.group_extended">
 164                             <group col="2" colspan="2">
 165                                 <separator string="Dates" colspan="2"/>
 166                                 <field name="create_date"/>
 167                                 <field name="write_date"/>
 168                                 <field name="date_closed"/>
 169                                 <field name="date_open"/>
 170                             </group>
 171                             <group col="2" colspan="2">
 172                                 <separator string="Misc" colspan="2"/>
 173                                 <field name="active"/>
 174                                 <field name="day_open"/>
 175                                 <field name="day_close"/>
 176                                 <field name="referred"/>
 177                             </group>
 178                             <separator colspan="4" string="References"/>
 179                             <field name="ref"/>
 180                             <field name="ref2"/>
 181                         </page>
 182                         <page string="Assignation" groups="base.group_extended">
 183                         <group name="partner_assign_group" col="5" colspan="4">
 184                             <separator string="Partner Assignation" colspan="5"/>
 185                             <field name="partner_assigned_id"/>
 186                             <field name="date_assign"/>
 187                             <group colspan="1" col="1">
 188                                 <button string="Forward"
 189                                     attrs="{'invisible':[('partner_assigned_id','=',False)]}"
 190                                     name="%(crm_lead_forward_to_partner_act)d"
 191                                     icon="gtk-go-forward" type="action"
 192                                     context="{'default_name': 'partner', 'default_partner_id': partner_assigned_id}"
 193                                 />
 194                             </group>
 195                         </group>
 196                         </page>
 197                         </notebook>
 198                     </form>
 199                 </field>
 200             </record>
 201
 202         <!-- Opportunities Tree View -->
 203
 204             <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 205                 <field name="name">Opportunities Tree</field>
 206                 <field name="model">crm.lead</field>
 207                 <field name="type">tree</field>
 208                 <field name="arch" type="xml">
 209                     <tree string="Opportunities"  colors="blue:state=='pending';grey:state in ('cancel', 'done');red:date_deadline and (date_deadline &lt; current_date)">
 210                         <field name="date_deadline" invisible="1"/>
 211                         <field name="create_date"/>
 212                         <field name="name" string="Opportunity"/>
 213                         <field name="partner_id"/>
 214                         <field name="country_id" invisible="context.get('invisible_country', True)" />
 215                         <field name="date_action"/>
 216                         <field name="stage_id"/>
 217                         <button name="stage_previous" string="Previous Stage"
 218                             states="open,pending" type="object" icon="gtk-go-back" />
 219                         <button name="stage_next" string="Next Stage"
 220                             states="open,pending" type="object"
 221                             icon="gtk-go-forward" />
 222                         <field name="planned_revenue" sum="Total of Planned Revenue"/>
 223                         <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 224                         <field name="section_id"
 225                             invisible="context.get('invisible_section', True)" />
 226                         <field name="user_id"/>
 227                         <field name="priority" invisible="1"/>
 228                         <field name="categ_id" invisible="1"/>
 229                         <field name="state"/>
 230                         <button name="case_open" string="Open"
 231                             states="draft,pending" type="object"
 232                             icon="gtk-go-forward" />
 233                         <button name="case_pending" string="Pending"
 234                             states="open,draft" type="object"
 235                             icon="gtk-media-pause" />
 236                         <button name="case_mark_lost" string="Lost"
 237                             states="open,pending" type="object"
 238                             icon="gtk-cancel" />
 239                         <button name="case_close" string="Won"
 240                             states="open,draft,pending" type="object"
 241                             icon="gtk-apply" />
 242                     </tree>
 243                 </field>
 244             </record>
 245
 246         <!-- Opportunities Graph View -->
 247
 248             <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 249                 <field name="name">CRM - Opportunity Graph</field>
 250                 <field name="model">crm.lead</field>
 251                 <field name="type">graph</field>
 252                 <field name="arch" type="xml">
 253                     <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 254                         <field name="categ_id"/>
 255                         <field name="planned_revenue" operator="+"/>
 256                         <field name="state" group="True"/>
 257                     </graph>
 258                 </field>
 259             </record>
 260
 261         <!-- Opportunities Search View -->
 262
 263             <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 264                 <field name="name">CRM - Opportunities Search</field>
 265                 <field name="model">crm.lead</field>
 266                 <field name="type">search</field>
 267                 <field name="arch" type="xml">
 268                     <search string="Search Opportunities">
 269                         <filter icon="terp-check"
 270                             string="Current"  help="Current Opportunities"
 271                             name="current"
 272                             domain="[('state','in',('draft','open'))]"/>
 273                         <filter icon="terp-camera_test"
 274                             string="Open"  help="Open Opportunities"
 275                             domain="[('state','=','open')]"/>
 276                         <filter icon="terp-gtk-media-pause"
 277                             string="Pending"  help="Pending Opportunities"
 278                             domain="[('state','=','pending')]"/>
 279                         <separator orientation="vertical"/>
 280                         <filter icon="terp-go-today" string="Today"
 281                             domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 282                             help="Todays' Opportunities" />
 283                         <filter icon="terp-go-week" string="7 Days"
 284                             help="Opportunities created during last 7 days"
 285                             domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')),('create_date','&gt;=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d 00:00:00'))]"
 286                         />
 287                         <separator orientation="vertical"/>
 288                         <field name="name" string="Opportunity"/>
 289                         <field name="user_id">
 290                             <filter icon="terp-personal-"
 291                                 domain="[('user_id','=', False)]"
 292                                 help="Unassigned Opportunities" />
 293                         </field>
 294                         <field name="email_from"/>
 295                         <field name="section_id"
 296                             default="context.get('section_id', False)"
 297                             context="{'invisible_section': False}"
 298                             widget="selection">
 299                             <filter icon="terp-personal+"
 300                                 domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 301                                 context="{'invisible_section': False}"
 302                                 help="My Sales Team" />
 303                             <filter icon="terp-personal+"
 304                                 context="{'invisible_section': False}"
 305                                 domain="[]"
 306                                 help="Show Sales Team"/>
 307                         </field>
 308                         <newline/>
 309                         <group  expand="0" string="Extended options..." groups="base.group_extended">
 310                               <field name="stage_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
 311                               <field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
 312                               <separator orientation="vertical"/>
 313                               <field name="country_id" context="{'invisible_country': False}">
 314                                   <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
 315                               </field>
 316                               <separator orientation="vertical"/>
 317                               <field name="company_id" widget="selection" groups="base.group_multi_company"/>
 318                               <newline/>
 319                               <field name="create_date" string="Creation Date"/>
 320                               <field name="date_closed"/>
 321                         </group>
 322                         <newline/>
 323                         <group expand="0" string="Group By..." colspan="16">
 324                             <filter string="Stage" icon="terp-stage" domain="[]"
 325                                 context="{'group_by':'stage_id'}" />
 326                             <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 327                             <filter string="Priority" icon="terp-rating-rated" domain="[]"
 328                                 context="{'group_by':'priority'}" />
 329                             <filter string="Category" icon="terp-stock_symbol-selection"
 330                                 domain="[]" context="{'group_by':'categ_id'}" />
 331
 332                             <separator orientation="vertical" />
 333                             <filter string="Salesman" icon="terp-personal"
 334                                 domain="[]" context="{'group_by':'user_id'}" />
 335                             <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 336                             <separator orientation="vertical" />
 337                             <filter string="Creation" icon="terp-go-month"
 338                                 domain="[]" context="{'group_by':'create_date'}" />
 339                             <filter string="Exp.Closing"
 340                                 icon="terp-go-month"
 341                                 help="Expected Closing" domain="[]"
 342                                 context="{'group_by':'date_deadline'}" />
 343                         </group>
 344                     </search>
 345                 </field>
 346             </record>
 347
 348
 349         <!-- Opportunities Graph View -->
 350
 351             <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 352                 <field name="name">CRM - Opportunity Graph</field>
 353                 <field name="model">crm.lead</field>
 354                 <field name="type">graph</field>
 355                 <field name="arch" type="xml">
 356                     <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 357                         <field name="categ_id"/>
 358                         <field name="planned_revenue" operator="+"/>
 359                         <field name="state" group="True"/>
 360                     </graph>
 361                 </field>
 362             </record>
 363
 364 </data>
 365 </openerp>