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/Log Call"
  33                             name="%(opportunity2phonecall_act)d" icon="terp-call-start" type="action"  />
  34                             <newline/>
  35                             <field name="date_action"/>
  36                             <field name="title_action"/>
  37                             <field name="priority" string="Priority"/>
  38                             <button string="Merge with Other Opportunity"
  39                                 name="%(merge_opportunity_act)d" icon="gtk-add" type="action" />
  40                             <newline/>
  41                             <field name="type" invisible="1"/>
  42                         </group>
  43                         <notebook colspan="4">
  44                         <page string="Opportunity">
  45                             <group col="4" colspan="2">
  46                                 <separator colspan="4" string="Contacts"/>
  47                                 <field name="partner_id" select="1"
  48                                 on_change="onchange_partner_id(partner_id, email_from)"
  49                                 colspan="2" />
  50                                 <field name="partner_address_id"
  51                                 string="Contact"
  52                                 on_change="onchange_partner_address_id(partner_address_id, email_from)"
  53                                 colspan="1" />
  54                                 <field name="email_from" string="Email" />
  55                                 <field name="phone"/>
  56                             </group>
  57                             <group col="2" colspan="2">
  58                                 <separator colspan="2" string="Categorization"/>
  59                                 <field name="section_id" colspan="1" widget="selection"/>
  60                                 <field name="categ_id" select="1" groups="base.group_extended"
  61                                 string="Category" widget="selection"
  62                                 domain="[('object_id.model', '=', 'crm.lead')]" />
  63                             </group>
  64
  65                             <separator colspan="4" string="Details"/>
  66                             <field name="description" nolabel="1" colspan="4"/>
  67
  68                             <separator colspan="4"/>
  69                             <group col="10" colspan="4">
  70                                 <field name="state"/>
  71                                 <button name="case_reset" string="Reset to New"
  72                                     states="done,cancel" type="object"
  73                                     icon="gtk-convert" />
  74                                 <button name="case_open" string="Open"
  75                                     states="draft,pending" type="object"
  76                                     icon="gtk-go-forward" />
  77                                 <button name="case_pending" string="Pending"
  78                                     states="draft,open" type="object"
  79                                     icon="gtk-media-pause" />
  80                                 <button name="case_escalate" string="Escalate"
  81                                     states="open,pending" type="object"
  82                                     groups="base.group_extended"
  83                                     icon="gtk-go-up" />
  84                                 <button name="case_cancel" string="Cancel"
  85                                     states="draft,open,pending" type="object"
  86                                     icon="gtk-close" />
  87                                 <button name="case_mark_lost" string="Mark Lost"
  88                                     states="open,pending" type="object"
  89                                     icon="gtk-cancel" />
  90                                 <button name="case_close" string="Mark Won"
  91                                     states="open,pending" type="object"
  92                                     icon="gtk-apply" />
  93                             </group>
  94                         </page>
  95                         <page string="Lead">
  96                             <group colspan="2" col="4">
  97                                 <separator string="Contact" colspan="4" col="4"/>
  98                                 <field name="partner_name" string="Partner Name" colspan="4"/>
  99                                 <newline/>
 100                                 <field domain="[('domain', '=', 'contact')]" name="title"/>
 101                                 <field name="function" />
 102                                 <field name="street" colspan="4"/>
 103                                 <field name="street2" colspan="4"/>
 104                                 <field name="zip"/>
 105                                 <field name="city"/>
 106                                 <field name="country_id"/>
 107                                 <field name="state_id"/>
 108                             </group>
 109                             <group colspan="2" col="2">
 110                                 <separator string="Communication" colspan="2"/>
 111                                 <field name="fax"/>
 112                                 <field name="mobile"/>
 113                             </group>
 114                             <group colspan="2" col="2">
 115                                 <separator string="Mailings" colspan="2"/>
 116                                 <field name="optin"/>
 117                                 <field name="optout"/>
 118                             </group>
 119                         </page>
 120
 121                         <page string="History" groups="base.group_extended">
 122                             <group colspan="4">
 123                                 <field colspan="4" name="email_cc" string="Global CC" widget="char" size="512"/>
 124                             </group>
 125                             <field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
 126                                 <tree string="Communication history">
 127                                     <field name="display_text" string="History Information"/>
 128                                     <button
 129                                         string="Reply"
 130                                         name="%(crm.action_crm_send_mail)d"
 131                                         context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
 132                                         icon="terp-mail-replied" type="action" />
 133                                 </tree>
 134                                 <form string="Communication history">
 135                                     <group col="4" colspan="4">
 136                                         <field name="email_from"/>
 137                                         <field name="date"/>
 138                                         <field name="email_to" widget="char" size="512"/>
 139                                         <field name="email_cc" widget="char" size="512"/>
 140                                         <field name="name" colspan="4" widget="char" size="512"/>
 141                                     </group>
 142                                     <notebook colspan="4">
 143                                         <page string="Details">
 144                                             <field name="description" colspan="4" nolabel="1"/>
 145                                         </page>
 146                                         <page string="Attachments">
 147                                             <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
 148                                         </page>
 149                                     </notebook>
 150                                     <button colspan="4"
 151                                         string="Reply"
 152                                         name="%(crm.action_crm_send_mail)d"
 153                                         context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
 154                                         icon="terp-mail-replied" type="action" />
 155                                 </form>
 156                             </field>
 157                             <button colspan="2" string="Send New Email"
 158                                 name="%(crm.action_crm_send_mail)d"
 159                                 context="{'mail':'new', 'model': 'crm.lead'}"
 160                                 icon="terp-mail-message-new" type="action" />
 161                             <button colspan="2" string="Forward"
 162                                 name="%(crm_lead_forward_to_partner_act)d"
 163                                 icon="terp-mail-forward" type="action" />
 164                         </page>
 165                         <page string="Extra Info" groups="base.group_extended">
 166                             <group col="2" colspan="2">
 167                                 <separator string="Dates" colspan="2"/>
 168                                 <field name="create_date"/>
 169                                 <field name="write_date"/>
 170                                 <field name="date_closed"/>
 171                                 <field name="date_open"/>
 172                             </group>
 173                             <group col="2" colspan="2">
 174                                 <separator string="Misc" colspan="2"/>
 175                                 <field name="active"/>
 176                                 <field name="day_open"/>
 177                                 <field name="day_close"/>
 178                                 <field name="referred"/>
 179                             </group>
 180                             <separator colspan="4" string="References"/>
 181                             <field name="ref"/>
 182                             <field name="ref2"/>
 183                         </page>
 184                         <page string="Assignation" groups="base.group_extended">
 185                         <group name="partner_assign_group" col="5" colspan="4">
 186                             <separator string="Partner Assignation" colspan="5"/>
 187                             <field name="partner_assigned_id" on_change="onchange_assign_id(partner_assigned_id)"/>
 188                             <field name="date_assign"/>
 189                             <group colspan="1" col="1">
 190                                 <button string="Forward"
 191                                     attrs="{'invisible':[('partner_assigned_id','=',False)]}"
 192                                     name="%(crm_lead_forward_to_partner_act)d"
 193                                     icon="terp-mail-forward" type="action"
 194                                     context="{'default_name': 'partner', 'default_partner_id': partner_assigned_id}"
 195                                 />
 196                             </group>
 197                         </group>
 198                         </page>
 199                         </notebook>
 200                     </form>
 201                 </field>
 202             </record>
 203
 204         <!-- Opportunities Tree View -->
 205
 206             <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 207                 <field name="name">Opportunities Tree</field>
 208                 <field name="model">crm.lead</field>
 209                 <field name="type">tree</field>
 210                 <field name="arch" type="xml">
 211                     <tree string="Opportunities"  colors="blue:state=='pending';grey:state in ('cancel', 'done');red:date_deadline and (date_deadline &lt; current_date)">
 212                         <field name="date_deadline" invisible="1"/>
 213                         <field name="create_date"/>
 214                         <field name="name" string="Opportunity"/>
 215                         <field name="partner_id"/>
 216                         <field name="country_id" invisible="context.get('invisible_country', True)" />
 217                         <field name="date_action"/>
 218                         <field name="stage_id"/>
 219                         <field name="partner_assigned_id" invisible="1"/>
 220                         <button name="stage_previous" string="Previous Stage"
 221                             states="open,pending" type="object" icon="gtk-go-back" />
 222                         <button name="stage_next" string="Next Stage"
 223                             states="open,pending" type="object"
 224                             icon="gtk-go-forward" />
 225                         <field name="planned_revenue" sum="Total of Planned Revenue"/>
 226                         <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 227                         <field name="section_id"
 228                             invisible="context.get('invisible_section', True)" />
 229                         <field name="user_id"/>
 230                         <field name="priority" invisible="1"/>
 231                         <field name="categ_id" invisible="1"/>
 232                         <field name="state"/>
 233                         <button name="case_open" string="Open"
 234                             states="draft,pending" type="object"
 235                             icon="gtk-go-forward" />
 236                         <button name="case_pending" string="Pending"
 237                             states="open,draft" type="object"
 238                             icon="gtk-media-pause" />
 239                         <button name="case_mark_lost" string="Lost"
 240                             states="open,pending" type="object"
 241                             icon="gtk-cancel" />
 242                         <button name="case_close" string="Won"
 243                             states="open,draft,pending" type="object"
 244                             icon="gtk-apply" />
 245                     </tree>
 246                 </field>
 247             </record>
 248
 249         <!-- Opportunities Graph View -->
 250
 251             <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 252                 <field name="name">CRM - Opportunity Graph</field>
 253                 <field name="model">crm.lead</field>
 254                 <field name="type">graph</field>
 255                 <field name="arch" type="xml">
 256                     <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 257                         <field name="categ_id"/>
 258                         <field name="planned_revenue" operator="+"/>
 259                         <field name="state" group="True"/>
 260                     </graph>
 261                 </field>
 262             </record>
 263
 264         <!-- Opportunities Search View -->
 265
 266             <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 267                 <field name="name">CRM - Opportunities Search</field>
 268                 <field name="model">crm.lead</field>
 269                 <field name="type">search</field>
 270                 <field name="arch" type="xml">
 271                     <search string="Search Opportunities">
 272                         <filter icon="terp-check"
 273                             string="Current"  help="Current Opportunities"
 274                             name="current"
 275                             domain="[('state','in',('draft','open'))]"/>
 276                         <filter icon="terp-camera_test"
 277                             string="Open"  help="Open Opportunities"
 278                             domain="[('state','=','open')]"/>
 279                         <filter icon="terp-gtk-media-pause"
 280                             string="Pending"  help="Pending Opportunities"
 281                             domain="[('state','=','pending')]"/>
 282                         <separator orientation="vertical"/>
 283                         <filter icon="terp-go-today" string="Today"
 284                             domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 285                             help="Todays' Opportunities" />
 286                         <filter icon="terp-go-week" string="7 Days"
 287                             help="Opportunities created during last 7 days"
 288                             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'))]"
 289                         />
 290                         <separator orientation="vertical"/>
 291                         <field name="name" string="Opportunity"/>
 292                         <field name="user_id">
 293                             <filter icon="terp-personal-"
 294                                 domain="[('user_id','=', False)]"
 295                                 help="Unassigned Opportunities" />
 296                         </field>
 297                         <field name="email_from"/>
 298                         <field name="section_id"
 299                             default="context.get('section_id', False)"
 300                             context="{'invisible_section': False}"
 301                             widget="selection">
 302                             <filter icon="terp-personal+"
 303                                 domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 304                                 context="{'invisible_section': False}"
 305                                 help="My Sales Team" />
 306                             <filter icon="terp-personal+"
 307                                 context="{'invisible_section': False}"
 308                                 domain="[]"
 309                                 help="Show Sales Team"/>
 310                         </field>
 311                         <newline/>
 312                         <group  expand="0" string="Extended options..." groups="base.group_extended">
 313                               <field name="stage_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
 314                               <field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
 315                               <separator orientation="vertical"/>
 316                               <field name="country_id" context="{'invisible_country': False}">
 317                                   <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
 318                               </field>
 319                               <separator orientation="vertical"/>
 320                               <field name="company_id" widget="selection" groups="base.group_multi_company"/>
 321                               <newline/>
 322                               <field name="create_date" string="Creation Date"/>
 323                               <field name="date_closed"/>
 324                         </group>
 325                         <newline/>
 326                         <group expand="0" string="Group By..." colspan="16">
 327                             <filter string="Stage" icon="terp-stage" domain="[]"
 328                                 context="{'group_by':'stage_id'}" />
 329                             <filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
 330                             <filter string="Priority" icon="terp-rating-rated" domain="[]"
 331                                 context="{'group_by':'priority'}" />
 332                             <filter string="Category" icon="terp-stock_symbol-selection"
 333                                 domain="[]" context="{'group_by':'categ_id'}" />
 334                             <separator orientation="vertical" />
 335                             <filter string="Salesman" icon="terp-personal"
 336                                 domain="[]" context="{'group_by':'user_id'}" />
 337                             <filter string="Team" help="Sales Team" icon="terp-personal+" domain="[]" context="{'group_by':'section_id'}"/>
 338                             <filter string="Assigned Partner" icon="terp-personal"
 339                                 domain="[]" context="{'group_by':'partner_assigned_id'}" />
 340                             <separator orientation="vertical" />
 341                             <filter string="Creation" icon="terp-go-month"
 342                                 domain="[]" context="{'group_by':'create_date'}" />
 343                             <filter string="Exp.Closing"
 344                                 icon="terp-go-month"
 345                                 help="Expected Closing" domain="[]"
 346                                 context="{'group_by':'date_deadline'}" />
 347                         </group>
 348                     </search>
 349                 </field>
 350             </record>
 351
 352
 353         <!-- Opportunities Graph View -->
 354
 355             <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 356                 <field name="name">CRM - Opportunity Graph</field>
 357                 <field name="model">crm.lead</field>
 358                 <field name="type">graph</field>
 359                 <field name="arch" type="xml">
 360                     <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 361                         <field name="categ_id"/>
 362                         <field name="planned_revenue" operator="+"/>
 363                         <field name="state" group="True"/>
 364                     </graph>
 365                 </field>
 366             </record>
 367
 368 </data>
 369 </openerp>