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="[('section_id','=',section_id), ('object_id.model', '=', 'crm.lead')]" />
  19                                 <button name="stage_previous"
  20                                 states="open,pending" type="object"
  21                                 icon="gtk-go-back" string="" />
  22                                 <button name="stage_next" states="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" string="Expected Closing"/>
  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)"
  49                                         colspan="2" />
  50                                     <button name="%(action_crm_lead2partner)d"
  51                                         icon="gtk-index" 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" groups="base.group_extended"
  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_reset" string="Reset to Draft"
  77                                     states="done,cancel" type="object"
  78                                     icon="gtk-convert" />
  79                                 <button name="case_open" string="Open"
  80                                     states="draft,pending" type="object"
  81                                     icon="gtk-go-forward" />
  82                                 <button name="case_pending" string="Pending"
  83                                     states="draft,open" type="object"
  84                                     icon="gtk-media-pause" />
  85                                 <button name="case_escalate" string="Escalate"
  86                                     states="open,pending" type="object"
  87                                     groups="base.group_extended"
  88                                     icon="gtk-go-up" />
  89                                 <button name="case_cancel" string="Cancel"
  90                                     states="draft,open,pending" type="object"
  91                                     icon="gtk-close" />
  92                                 <button name="case_mark_lost" string="Mark Lost"
  93                                     states="open,pending" type="object"
  94                                     icon="gtk-cancel" />
  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="Partner Name" colspan="4"/>
 104                                 <newline/>
 105                                 <field domain="[('domain', '=', 'contact')]" name="title"/>
 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="Mailings" colspan="2"/>
 121                                 <field name="optin"/>
 122                                 <field name="optout"/>
 123                             </group>
 124                         </page>
 125
 126                         <page string="History" groups="base.group_extended">
 127                             <group colspan="4">
 128                                 <field colspan="4" name="email_cc" string="Global CC" widget="char" size="512"/>
 129                             </group>
 130                             <field name="message_ids" colspan="4" nolabel="1" mode="tree,form">
 131                                 <tree string="Communication history">
 132                                     <field name="display_text" string="History Information"/>
 133                                     <field name="history" invisible="1"/>
 134                                     <button
 135                                         string="Reply" attrs="{'invisible': [('history', '!=', True)]}"
 136                                         name="%(crm.action_crm_send_mail)d"
 137                                         context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
 138                                         icon="terp-mail-replied" type="action" />
 139                                 </tree>
 140                                 <form string="Communication history">
 141                                     <group col="4" colspan="4">
 142                                         <field name="email_from"/>
 143                                         <field name="date"/>
 144                                         <field name="email_to" size="512"/>
 145                                         <field name="email_cc" size="512"/>
 146                                         <field name="name" colspan="4"/>
 147                                         <field name="history" invisible="1"/>
 148                                     </group>
 149                                     <notebook colspan="4">
 150                                         <page string="Details">
 151                                             <group attrs="{'invisible': [('history', '!=', True)]}">
 152                                                 <field name="description" colspan="4" nolabel="1" height="250"/>
 153                                                 <button colspan="4"
 154                                                     string="Reply"
 155                                                     name="%(crm.action_crm_send_mail)d"
 156                                                     context="{'mail':'reply', 'model': 'crm.lead', 'include_original' : True}"
 157                                                     icon="terp-mail-replied" type="action" />
 158                                             </group>
 159                                             <group attrs="{'invisible': [('history', '=', True)]}">
 160                                                 <field name="display_text" colspan="4" nolabel="1"  height="250"/>
 161                                             </group>
 162                                         </page>
 163                                         <page string="Attachments">
 164                                             <field name="attachment_ids" colspan="4" readonly="1" nolabel="1"/>
 165                                         </page>
 166                                     </notebook>
 167                                 </form>
 168                             </field>
 169                             <button string="Add New Note"
 170                                 name="%(crm.action_crm_add_note)d"
 171                                 context="{'model': 'crm.lead' }"
 172                                 icon="terp-document-new" type="action" />
 173                             <button string="Send New Email"
 174                                 name="%(crm.action_crm_send_mail)d"
 175                                 context="{'mail':'new', 'model': 'crm.lead'}"
 176                                 icon="terp-mail-message-new" type="action" />
 177                             <button string="Forward"
 178                                 name="%(crm_lead_forward_to_partner_act)d"
 179                                 icon="terp-mail-forward" type="action" />
 180                         </page>
 181                         <page string="Extra Info" groups="base.group_extended">
 182                             <group col="2" colspan="2">
 183                                 <separator string="Dates" colspan="2"/>
 184                                 <field name="create_date"/>
 185                                 <field name="write_date"/>
 186                                 <field name="date_closed"/>
 187                                 <field name="date_open"/>
 188                             </group>
 189                             <group col="2" colspan="2">
 190                                 <separator string="Misc" colspan="2"/>
 191                                 <field name="active"/>
 192                                 <field name="day_open"/>
 193                                 <field name="day_close"/>
 194                                 <field name="referred"/>
 195                             </group>
 196                             <separator colspan="4" string="References"/>
 197                             <field name="ref"/>
 198                             <field name="ref2"/>
 199                         </page>
 200                         <page string="Assignation" groups="base.group_extended">
 201                         <group name="partner_assign_group" col="5" colspan="4">
 202                             <separator string="Partner Assignation" colspan="5"/>
 203                             <field name="partner_assigned_id" on_change="onchange_assign_id(partner_assigned_id)"/>
 204                             <field name="date_assign"/>
 205                             <group colspan="1" col="1">
 206                                 <button string="Forward"
 207                                     attrs="{'invisible':[('partner_assigned_id','=',False)]}"
 208                                     name="%(crm_lead_forward_to_partner_act)d"
 209                                     icon="terp-mail-forward" type="action"
 210                                     context="{'default_name': 'partner', 'default_partner_id': partner_assigned_id}"
 211                                 />
 212                             </group>
 213                         </group>
 214                         </page>
 215                         </notebook>
 216                     </form>
 217                 </field>
 218             </record>
 219
 220         <!-- Opportunities Tree View -->
 221
 222             <record model="ir.ui.view" id="crm_case_tree_view_oppor">
 223                 <field name="name">Opportunities Tree</field>
 224                 <field name="model">crm.lead</field>
 225                 <field name="type">tree</field>
 226                 <field name="arch" type="xml">
 227                     <tree string="Opportunities"  colors="blue:state=='pending';grey:state in ('cancel', 'done');red:date_deadline and (date_deadline &lt; current_date)">
 228                         <field name="date_deadline" invisible="1"/>
 229                         <field name="create_date"/>
 230                         <field name="name" string="Opportunity"/>
 231                         <field name="partner_id"/>
 232                         <field name="country_id" invisible="context.get('invisible_country', True)" />
 233                         <field name="date_action"/>
 234                         <field name="title_action" />
 235                         <field name="stage_id"/>
 236                         <field name="partner_assigned_id" invisible="1"/>
 237                         <button name="stage_previous" string="Previous Stage"
 238                             states="open,pending" type="object" icon="gtk-go-back" />
 239                         <button name="stage_next" string="Next Stage"
 240                             states="open,pending" type="object"
 241                             icon="gtk-go-forward" />
 242                         <field name="planned_revenue" sum="Expected Revenues"/>
 243                         <field name="probability" widget="progressbar" avg="Avg. of Probability"/>
 244                         <field name="section_id"
 245                             invisible="context.get('invisible_section', True)" />
 246                         <field name="user_id"/>
 247                         <field name="priority" invisible="1"/>
 248                         <field name="categ_id" invisible="1"/>
 249                         <field name="state"/>
 250                         <button name="case_open" string="Open"
 251                             states="draft,pending" type="object"
 252                             icon="gtk-go-forward" />
 253                         <button name="case_pending" string="Pending"
 254                             states="open,draft" type="object"
 255                             icon="gtk-media-pause" />
 256                         <button name="case_close" string="Won"
 257                             states="open,draft,pending" type="object"
 258                             icon="gtk-apply" />
 259                     </tree>
 260                 </field>
 261             </record>
 262
 263         <!-- Opportunities Graph View -->
 264
 265             <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 266                 <field name="name">CRM - Opportunity Graph</field>
 267                 <field name="model">crm.lead</field>
 268                 <field name="type">graph</field>
 269                 <field name="arch" type="xml">
 270                     <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 271                         <field name="categ_id"/>
 272                         <field name="planned_revenue" operator="+"/>
 273                         <field name="state" group="True"/>
 274                     </graph>
 275                 </field>
 276             </record>
 277
 278         <!-- Opportunities Search View -->
 279
 280             <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
 281                 <field name="name">CRM - Opportunities Search</field>
 282                 <field name="model">crm.lead</field>
 283                 <field name="type">search</field>
 284                 <field name="arch" type="xml">
 285                     <search string="Search Opportunities">
 286                         <filter icon="terp-check"
 287                             string="Current"  help="Current Opportunities"
 288                             name="current"
 289                             domain="[('state','in',('draft','open'))]"/>
 290                         <filter icon="terp-camera_test"
 291                             string="Open"  help="Open Opportunities"
 292                             domain="[('state','=','open')]"/>
 293                         <filter icon="terp-gtk-media-pause"
 294                             string="Pending"  help="Pending Opportunities"
 295                             domain="[('state','=','pending')]"/>
 296                         <separator orientation="vertical"/>
 297                         <filter icon="terp-go-today" string="Today"
 298                             domain="[('create_date','&lt;', time.strftime('%%Y-%%m-%%d 23:59:59')), ('create_date','&gt;=', time.strftime('%%Y-%%m-%%d 00:00:00'))]"
 299                             help="Todays' Opportunities" />
 300                         <filter icon="terp-go-week" string="7 Days"
 301                             help="Opportunities created during last 7 days"
 302                             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'))]"
 303                         />
 304                         <separator orientation="vertical"/>
 305                         <field name="name" string="Opportunity"/>
 306                         <field name="partner_id"/>
 307                         <field name="user_id">
 308                             <filter icon="terp-personal-"
 309                                 domain="[('user_id','=', False)]"
 310                                 help="Unassigned Opportunities" />
 311                         </field>
 312                         <field name="section_id"
 313                             default="context.get('section_id', False)"
 314                             context="{'invisible_section': False}"
 315                             widget="selection">
 316                             <filter icon="terp-personal+"
 317                                 domain="['|', ('section_id.user_id','=',uid), ('section_id.member_ids', 'in', [uid])]"
 318                                 context="{'invisible_section': False}"
 319                                 help="My Sales Team(s)" />
 320                             <filter icon="terp-personal+"
 321                                 context="{'invisible_section': False}"
 322                                 domain="[]"
 323                                 help="Show Sales Team"/>
 324                         </field>
 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                         <newline/>
 349                         <group  expand="0" string="Extended Filters..." groups="base.group_extended">
 350                               <field name="stage_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
 351                               <field name="categ_id" widget="selection" domain="[('object_id.model', '=', 'crm.lead')]"/>
 352                               <separator orientation="vertical"/>
 353                               <field name="country_id" context="{'invisible_country': False}">
 354                                   <filter icon="terp-personal+" context="{'invisible_country': False}" help="Show countries"/>
 355                               </field>
 356                               <separator orientation="vertical"/>
 357                               <field name="company_id" widget="selection" groups="base.group_multi_company"/>
 358                               <newline/>
 359                               <field name="create_date" string="Creation Date"/>
 360                               <field name="date_closed"/>
 361                         </group>
 362                     </search>
 363                 </field>
 364             </record>
 365
 366
 367         <!-- Opportunities Graph View -->
 368
 369             <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
 370                 <field name="name">CRM - Opportunity Graph</field>
 371                 <field name="model">crm.lead</field>
 372                 <field name="type">graph</field>
 373                 <field name="arch" type="xml">
 374                     <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
 375                         <field name="categ_id"/>
 376                         <field name="planned_revenue" operator="+"/>
 377                         <field name="state" group="True"/>
 378                     </graph>
 379                 </field>
 380             </record>
 381
 382 </data>
 383 </openerp>