5 # ------------------------------------------------------
6 # Opportunity Categories
7 # ------------------------------------------------------
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>
17 <menuitem action="crm_opportunity_categ_action" id="menu_crm_case_opportunity-act" parent="crm.menu_crm_case_categ"/>
18 # ------------------------------------------------------
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>
29 <menuitem action="crm_opportunity_stage_act" id="menu_crm_opportunity_stage_act" parent="crm.menu_crm_case_stage"/>
30 # ------------------------------------------------------
32 # ------------------------------------------------------
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" />
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"/>
54 <field name="date_deadline"/>
57 <field name="phonecall_id" />
59 <button string="Schedule a Phone Call"
60 name="%(wizard_crm_opportunity_reschedule_phone_call)d" icon="gtk-redo" type="action" attrs="{'invisible':[('phonecall_id','!=',False)]}" />
62 <notebook colspan="4">
63 <page string="Description">
64 <field name="partner_id" select="1" on_change="onchange_partner_id(partner_id, email_from)" colspan="2"/>
65 <field name="partner_address_id" string="Contact" on_change="onchange_partner_address_id(partner_address_id, email_from)" colspan="1"/>
66 <field name="email_from" colspan="2"/>
67 <field name="categ_id" select="1" on_change="onchange_categ_id(categ_id)" string="Source"/>
68 <field name="priority" string="Priority"/>
69 <field name="type_id" select="1" string="Type"/>
70 <separator colspan="4" string="Estimates"/>
71 <field name="planned_revenue"/>
72 <field name="planned_cost"/>
73 <field name="probability"/>
74 <separator colspan="4" string="Description Information"/>
75 <field name="description" nolabel="1" colspan="4"/>
77 <separator colspan="4"/>
78 <group col="8" colspan="4">
79 <field name="state" select="2"/>
80 <button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
81 <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
82 <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
83 <button name="case_pending" string="Pending" states="draft,open" type="object" icon="gtk-media-pause"/>
84 <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
85 <button name="case_reset" string="Reset to Draft" states="done,cancel" type="object" icon="gtk-convert"/>
89 <page string="History">
90 <field name="active"/>
91 <field name="canal_id"/>
94 <separator colspan="4" string="Dates"/>
95 <field name="create_date"/>
96 <field name="date_closed"/>
97 <field name="date_action_last"/>
98 <field name="date_action_next"/>
99 <separator colspan="4" string="References"/>
100 <field name="ref" colspan="4"/>
101 <field name="ref2" colspan="4"/>
103 <field name="log_ids" nolabel="1" colspan="4">
104 <form string="Actions">
105 <separator string="Action Information" colspan="4"/>
106 <field name="name" colspan="4"/>
108 <field name="user_id"/>
110 <field name="canal_id"/>
114 <page string="Emails">
116 <field colspan="4" name="email_cc" string="CC"/>
118 <field name="history_line" colspan="4" nolabel="1" mode="form,tree">
119 <form string="Communication history">
120 <group col="7" colspan="4">
122 <field name="email"/>
123 <field name="canal_id"/>
126 name="%(crm.action_view_crm_email_add_cc_wizard)d"
127 icon="gtk-add" type="action"/>
130 <field name="description" colspan="4" nolabel="1"/>
131 <button colspan="4" string="Reply to Last Email" name="%(crm.wizard_crm_send_mail)d" context="{'mail':'reply'}" icon="gtk-undo" type="action"/>
133 <tree string="Communication history">
134 <field name="description"/>
135 <field name="email"/>
139 <button colspan="4" string="Send New Email" name="%(crm.wizard_crm_new_send_mail)d" context="{'mail':'new'}" icon="gtk-go-forward" type="action"/>
145 <record model="ir.ui.view" id="crm_case_tree_view_oppor">
146 <field name="name">CRM - Opportunities Tree</field>
147 <field name="model">crm.opportunity</field>
148 <field name="type">tree</field>
149 <field name="arch" type="xml">
150 <tree string="Opportunities Tree" colors="red:state=='open';black:state in ('draft', 'cancel','done','pending')">
152 <field name="name" string="Opportunities"/>
153 <field name="stage_id" string="Sales Stage"/>
154 <field name="partner_id" string="Partner"/>
155 <field name="planned_revenue"/>
156 <field name="probability"/>
157 <field name="date" string="Deadline"/>
158 <field name="user_id"/>
159 <field name="state"/>
160 <button name="case_open" string="Open" states="draft,pending" type="object" icon="gtk-go-forward"/>
161 <button name="case_close" string="Done" states="open,draft,pending" type="object" icon="gtk-close"/>
162 <button name="case_escalate" string="Escalate" states="open,draft,pending" type="object" icon="gtk-go-up"/>
163 <button name="case_cancel" string="Cancel" states="draft,open,pending" type="object" icon="gtk-cancel"/>
167 <record model="ir.ui.view" id="crm_case_graph_view_opportunity">
168 <field name="name">CRM - Opportunity Graph</field>
169 <field name="model">crm.opportunity</field>
170 <field name="type">graph</field>
171 <field name="arch" type="xml">
172 <graph string="Opportunity by Categories" type="bar" orientation="horizontal">
173 <field name="categ_id"/>
174 <field name="planned_cost" operator="+"/>
175 <field name="state" group="True"/>
180 <record id="view_crm_case_opportunities_filter" model="ir.ui.view">
181 <field name="name">CRM - Opportunities Search</field>
182 <field name="model">crm.opportunity</field>
183 <field name="type">search</field>
184 <field name="arch" type="xml">
185 <search string="Search Opportunities">
186 <group col="3" colspan="1">
187 <filter icon="gtk-home" string=" Today "
189 domain="[('date','=',time.strftime('%%Y-%%m-%%d'))]"
190 help="Todays's Opportunities"
192 <filter icon="gtk-media-rewind" string=" 7 Days "
193 separator="1" help="Opportunities during last 7 days"
194 domain="[('date','<', time.strftime('%%Y-%%m-%%d')), ('date','>=',(datetime.date.today()-datetime.timedelta(days=7)).strftime('%%Y-%%m-%%d'))]"
197 <separator orientation="vertical"/>
198 <group col="6" colspan="2">
199 <field name="name" select="1" string="Opportunity"/>
200 <field name="user_id" select="1" widget="selection">
201 <filter icon="terp-partner"
202 domain="[('user_id','=',uid)]"
203 help="My Opportunities" default="1"
206 <field name="partner_id" select="1"/>
207 <field name="state" select="1">
208 <filter icon="gtk-index" domain="[('state','in',('open','draft'))]" help="Current "/>
210 <field name="section_id" select="1" widget="selection" string="Section">
211 <filter icon="terp-crm"
212 domain="[('section_id','=',context.get('section_id',False))]"